Postaus

📊 South Korean Memory Stocks Rebound SK Hynix and Samsung Electronics led the KOSPI higher after reports that SK Hynix may launch a massive shareholder-return program, potentially worth 100T KRW, including around 40T KRW in buybacks. The previous 15% drop was driven by Nvidia HBM rumors, pricing concerns, unclear shareholder returns, and heavy capex fears. Much of the panic selling has now eased. Major banks remain bullish, while the key risks are increasing competition and future memory supply. 🔑 Watch these 3 catalysts: • SanDisk Investor Day on Aug. 13 • SK Hynix’s official buyback plan • Latest HBM contract-price negotiations Unless long-term HBM prices fall significantly, the fundamental memory story remains intact. #AIMemorySelloffEases #OKXTraderVoices #Gold4300EasingOrHedge