Yesterday I said: 存储超跌修复, and today the Korean market picked up the baton.
The KOSPI rose more than 4% intraday. 3x long Korean stocks, $KORU , gained 13.8%; Binance tokenized $SKHYNIX rose 7.6%, $SAMSUNG gained 7.8%, and 3x semiconductor ETF $SOXL climbed 9.5%.
This rally isn’t entirely sentiment-driven. The market is mainly attributing it to Super Micro’s strong AI server results and a recovery in chip demand—not fresh policy stimulus.
But for now, this is still just a recovery: the KOSDAQ rose only 1.4%, and gains remain concentrated in semiconductors.
The KOSPI has also mainly recouped the previous day’s losses. We’ll need at least another 2–3 consecutive trading days of gains, with volume holding up, before we can call it a reversal.
What signal do you guys think is most important to watch?
The KOSPI rose more than 4% intraday. 3x long Korean stocks, $KORU , gained 13.8%; Binance tokenized $SKHYNIX rose 7.6%, $SAMSUNG gained 7.8%, and 3x semiconductor ETF $SOXL climbed 9.5%.
This rally isn’t entirely sentiment-driven. The market is mainly attributing it to Super Micro’s strong AI server results and a recovery in chip demand—not fresh policy stimulus.
But for now, this is still just a recovery: the KOSDAQ rose only 1.4%, and gains remain concentrated in semiconductors.
The KOSPI has also mainly recouped the previous day’s losses. We’ll need at least another 2–3 consecutive trading days of gains, with volume holding up, before we can call it a reversal.
What signal do you guys think is most important to watch?
海力士继续领涨
49%
KOSDAQ开始跟上
23%
韩股成交额继续放大
28%
141 votes • Voting closed