#韩国kospi创2020年以来最差季度
👉 AI 股和韩股怎么走，进群聊
South Korea’s KOSPI delivers its worst quarter since 2020.
The monthly line has fallen into negative territory.
Samsung and SK Hynix are dragged down together.
These two are the stars of AI memory.
When things rise, they lead the charge.
When things fall, they lead again.
This round is all about valuations being killed.
AI trading positions are packed too tightly.
A tighter interest-rate path is weighing on the denominator.
Foreign capital is withdrawing.
Semiconductor positions are being reweighted.
Spot memory prices are still climbing.
Stock prices are moving opposite to product prices.
Another message comes from Washington.
The U.S. is putting forward a Korea investment plan of up to $200 billion.
The Alaska LNG project hasn’t been decided yet.
Nuclear power is also on the list.
The flow of money is tied to policy direction.
For crypto, it’s worth watching South Korea’s sentiment.
Retail leverage is high there, and reactions are fast.
The slope of the KOSPI often leads risk appetite by about half a step.
Do you think AI trading is ebbing away—or has it found a new star? Let’s discuss in the comments
👉 AI 股和韩股怎么走，进群聊
South Korea’s KOSPI delivers its worst quarter since 2020.
The monthly line has fallen into negative territory.
Samsung and SK Hynix are dragged down together.
These two are the stars of AI memory.
When things rise, they lead the charge.
When things fall, they lead again.
This round is all about valuations being killed.
AI trading positions are packed too tightly.
A tighter interest-rate path is weighing on the denominator.
Foreign capital is withdrawing.
Semiconductor positions are being reweighted.
Spot memory prices are still climbing.
Stock prices are moving opposite to product prices.
Another message comes from Washington.
The U.S. is putting forward a Korea investment plan of up to $200 billion.
The Alaska LNG project hasn’t been decided yet.
Nuclear power is also on the list.
The flow of money is tied to policy direction.
For crypto, it’s worth watching South Korea’s sentiment.
Retail leverage is high there, and reactions are fast.
The slope of the KOSPI often leads risk appetite by about half a step.
Do you think AI trading is ebbing away—or has it found a new star? Let’s discuss in the comments
