This morning, South Korea’s KOSPI fell more than 8%, triggering a circuit breaker that halted trading for 20 minutes. Samsung and SK Hynix also briefly fell around 10% and 12%, respectively, in morning trading.
Markets are worried that tighter data center regulations could slow AI investment. The AI ban hasn’t even materialized, yet the concern has already been reflected in share prices.
I used to think that buying U.S. and Korean stocks counted as diversification. Only now do I realize that if they’re all semiconductor stocks, I may still be betting on the same expectation.
$SKHY $KORU #美股走弱，加密货币市场普遍承压 #美国中期选举：市场有哪些期待？
Markets are worried that tighter data center regulations could slow AI investment. The AI ban hasn’t even materialized, yet the concern has already been reflected in share prices.
I used to think that buying U.S. and Korean stocks counted as diversification. Only now do I realize that if they’re all semiconductor stocks, I may still be betting on the same expectation.
$SKHY $KORU #美股走弱，加密货币市场普遍承压 #美国中期选举：市场有哪些期待？
