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星辰大海

存储股连崩第二日，SK海力士再挫14%，抄底吗？

SK海力士今日再跌13.69%、闪迪跌12.63%、美光跌5.65%，存储股连崩第二日且跌幅扩大。催化升级为评级下调——SeekingAlpha下调美光，并称"海力士这轮还没跌够"。杠杆盘遭血洗：SOXL跌13.94%、DRAM ETF跌8.82%、南方两倍海力士暴跌16.68%。是周期见顶刚开始定价，还是恐慌错杀的黄金坑？

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