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酷酷的宇🐉
小吃一口$SKHYNIX
海力士本轮下跌属于利好兑现+预期崩塌。前期股价充分透支HBM成长预期,本次财报不及预期成为拐点;叠加存储现货涨价力度减弱、资本开支扩大引发供给担忧,AI硬件板块估值集体回调。韩国股市系统性杀跌带动杠杆资金被动平仓。
Snapshot at 29 Jul 2026, 22:46
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