The key reason memory stocks are weakening is the capacity outlook shock caused by ChangXin’s technological breakthrough in DRAM.
Domestic 4F² DRAM is expected to enter mass production by year-end, and investors are concerned about a restructuring of the global supply-demand balance.
Musk also noted that once domestic manufacturers master the technology, the scale of their capacity expansion could be highly disruptive.
Expectations lead the way, triggering sell-offs; the rebound is just a brief pause. #SK海力士股价下跌7.1%
A strategy of shorting the rebound.
SKHY 1100–1090, MU 970–960, SNDK 1430–1450.
Specific targets👇👇!!!