砸掉KOSPI 5.72%的是一份2022年的旧报告？_老虎社区_美港股上老虎 - 老虎社区

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砸掉KOSPI 5.72%的是一份2022年的旧报告？

口罩哥KZG
07-24 18:12

存储基本面当日零变化

2026.07.24

疯传的"转空存储"纪要,其一实为2022年旧文剪辑;三季度存储合约价仍在双位数上涨。

7月24日KOSPI暴跌5.72%,三星跌7.59%,海力士跌8.34%,盘中触发sidecar。

油价破100是明牌,存储的暗刀是一份疯传的"大摩转空存储"纪要:"Demand has evaporated"(需求已经蒸发)。—— 市场流传纪要 2026.07.24

事后核查:当天流传两份纪要,其中一份实为2022年旧报告剪辑改造,并非正式发布的研究。

可疑在传播:来历不明的截图数小时被大量媒体放大;而外资刚三日净买4.58万亿韩元,财报周在即。

7月24日发生了什么

7.23 收涨4.40%,收复7000点 7,096.89

7.24 开盘 油价破100美元,低开1.35%

盘中托名"转空存储"纪要疯传,媒体接力放大

11:23 触发卖出sidecar KOSPI200期货 -5.04%

收盘 -5.72%至6,690.62

盘后核查 两份纪要之一为2022年旧文剪辑

基本面零变化:TrendForce定调Q3 DRAM合约价再涨13-18%、NAND涨10-15%,海力士Q1利润率72%。—— TrendForce 2026.07.03

产能售罄、Q2共识65万亿营业利润,一份旧报告改不了任何供需事实。7月29日财报即证伪节点。假消息砸出的坑，故意的吧？

蒙太奇砸盘。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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Ok777
·07-25 04:07
网传Shawn Kim7月21日发布存储四季度价格见顶我在大摩研报里查了他最近一周的报告并没有找到
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Ok777
·07-25 04:05
另外一份报告的题目是什么？谢谢
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疯传的\"转空存储\"纪要,其一实为2022年旧文剪辑;三季度存储合约价仍在双位数上涨。\n </blockquote>\n <p>7月24日KOSPI暴跌5.72%,三星跌7.59%,海力士跌8.34%,盘中触发sidecar。</p>\n <p>油价破100是明牌,存储的暗刀是一份疯传的\"大摩转空存储\"纪要:\"Demand has evaporated\"(需求已经蒸发)。<span>—— 市场流传纪要 2026.07.24</span></p>\n <p>事后核查:当天流传两份纪要,其中一份实为<span>2022年旧报告剪辑改造</span>,并非正式发布的研究。</p>\n <p>可疑在传播:来历不明的截图数小时被大量媒体放大;而外资刚三日净买4.58万亿韩元,财报周在即。</p>\n <div>\n  <p>7月24日发生了什么</p>\n  <div>\n   <div>\n    <span></span>\n    <div>\n     <b>7.23</b><span>&nbsp;</span>收涨4.40%,收复7000点<span>&nbsp;</span><span>7,096.89</span>\n    </div>\n   </div>\n   <div>\n    <span></span>\n    <div>\n     <b>7.24 开盘</b><span>&nbsp;</span>油价破100美元,低开1.35%\n    </div>\n   </div>\n   <div>\n    <span></span>\n    <div>\n     <b>盘中</b><span>&nbsp;</span>托名\"转空存储\"纪要疯传,媒体接力放大\n    </div>\n   </div>\n   <div>\n    <span></span>\n    <div>\n     <b>11:23</b><span>&nbsp;</span>触发卖出sidecar<span>&nbsp;</span><span>KOSPI200期货 -5.04%</span>\n    </div>\n   </div>\n   <div>\n    <span></span>\n    <div>\n     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Kim7月21日发布存储四季度价格见顶 我在大摩研报里查了他最近一周的报告 并没有找到","text":"网传Shawn Kim7月21日发布存储四季度价格见顶 我在大摩研报里查了他最近一周的报告 并没有找到","html":"网传Shawn Kim7月21日发布存储四季度价格见顶 我在大摩研报里查了他最近一周的报告 并没有找到","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":589382104744136,"commentId":"589382104744136","gmtCreate":1784923541157,"gmtModify":1784923545020,"authorId":4087588569868350,"author":{"id":4087588569868350,"idStr":"4087588569868350","authorId":4087588569868350,"name":"Ok777","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":589299764404536,"objectIdStr":"589299764404536","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"另外一份报告的题目是什么？谢谢","text":"另外一份报告的题目是什么？谢谢","html":"另外一份报告的题目是什么？谢谢","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}