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📌 Asia-Pacific stocks plunge collectively! Japan and South Korea open sharply lower. The storage sector takes another heavy blow. Be cautious today

🍖 Chopper says:
This news best reflects current market sentiment. Today, the Japanese and South Korean stock markets opened straight down. Among them, storage-chip stocks suffered the worst losses. Over the past couple of days, both Samsung Electronics and SK hynix have fallen more than 5%, and A-share storage-related sectors are likely to be dragged down too.

The key drivers are a synchronized selloff in AI leading stocks, plus reports from South Korea about the risk of liquidation involving leveraged funds. As a result, people are starting to worry about a replay of the deleveraging-style stampede seen in China’s A-shares in 2015. On the fund-flow front, it’s clear that foreign capital has been net selling across the Asia-Pacific market, with a strong risk-avoidance mood taking the lead.

However, a risk note: this kind of emotion-driven selloff is often irrational. For retail investors, it may still be too early to jump in and buy storage stocks at the bottom—wait for signs that the market has stabilized. In comparison, even within the storage theme, $Micron Technology(MU.US)$ and $Samsung Electronics(005930.KS)$ face different pressures. Micron had risen more earlier, so it’s experiencing stronger downside pressure in this pullback. South Korean stocks have relatively lower valuations, but liquidity risks are more prominent.

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