存储已经见顶了，预期_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

Mediator
08-17 12:21

存储已经见顶了，预期已经被严重透支了

韩国股市回暖卖空规模却不降反升投资者疑虑芯片行业是否见顶

周日公布的数据显示，尽管韩国股市从芯片及人工智能相关个股暴跌引发的行情崩盘中大幅反弹，但股票卖空规模仍在持续走高。韩国交易所数据显示，截至本周二，未平仓卖空头寸规模约19万亿韩元，较上月底的16.73万亿韩元增加2.27万亿韩元，涨幅14%。2月末韩国股票卖空规模为15万亿韩元，3月初回落至12万亿韩元，6月初一度攀升至23万亿韩元。但投资者对本轮短期快速上涨心存顾虑，同时仍无法确定芯片行业是否已经见顶。

韩国股市回暖卖空规模却不降反升投资者疑虑芯片行业是否见顶

# 韩股动态：韩国股市回暖卖空规模却不降反升投资者疑虑芯片行业是否见顶

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。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":597697964372776,"tweetId":"597697964372776","gmtCreate":1786940508775,"gmtModify":1786940510990,"author":{"id":3498680662745699,"idStr":"3498680662745699","authorId":3498680662745699,"authorIdStr":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":140,"starInvestorFlag":false},"themes":[{"themeId":"00e782e45f53412c962af10acf1a34f5","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"韩股动态：韩国股市回暖卖空规模却不降反升 投资者疑虑芯片行业是否见顶","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":00e782e45f53412c962af10acf1a34f5}&rnconfig={\"headerBarHidden\": true}","description":"追踪韩国股市的主要指数波动、行业板块表现及个股动态，聚焦三星电子、SK海力士等核心企业的催化剂变化，助您洞察韩国概念股投资机会。","image":"https://static.tigerbbs.com/55176b4093a3ad74ea36f18a78554b4d"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>存储已经见顶了，预期已经被严重透支了</p></body></html>","htmlText":"<html><head></head><body><p>存储已经见顶了，预期已经被严重透支了</p></body></html>","text":"存储已经见顶了，预期已经被严重透支了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/597697964372776","repostId":2659179030,"repostType":2,"repost":{"id":"2659179030","kind":"highlight","pubTimestamp":1786849859,"share":"https://www.laohunote.com/m/news/2659179030?lang=zh_CN&edition=full","pubTime":"2026-08-16 11:10","market":"us","language":"zh","title":"韩国股市回暖卖空规模却不降反升 投资者疑虑芯片行业是否见顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2659179030","media":"环球市场播报","summary":"周日公布的数据显示，尽管韩国股市从芯片及人工智能相关个股暴跌引发的行情崩盘中大幅反弹，但股票卖空规模仍在持续走高。韩国交易所数据显示，截至本周二，未平仓卖空头寸规模约19万亿韩元，较上月底的16.73万亿韩元增加2.27万亿韩元，涨幅14%。2月末韩国股票卖空规模为15万亿韩元，3月初回落至12万亿韩元，6月初一度攀升至23万亿韩元。但投资者对本轮短期快速上涨心存顾虑，同时仍无法确定芯片行业是否已经见顶。","content":"<html><head></head><body><p style=\"text-align: left;\">周日公布的数据显示，尽管韩国股市从芯片及人工智能相关个股暴跌引发的行情崩盘中大幅反弹，但股票卖空规模仍在持续走高。</p><p style=\"text-align: left;\">韩国交易所数据显示，截至本周二，未平仓卖空头寸规模约19万亿韩元（折合134亿美元），较上月底的16.73万亿韩元增加2.27万亿韩元，涨幅14%。</p><p style=\"text-align: left;\">2月末韩国股票卖空规模为15万亿韩元，3月初回落至12万亿韩元，6月初一度攀升至23万亿韩元。</p><p style=\"text-align: left;\">本月截至目前，韩国大盘韩国综合指数（KOSPI）上涨6%，以科技股为主的二板市场科斯达克（KOSDAQ）指数大涨20%。</p><p style=\"text-align: left;\">上月，市场担忧AI相关投资盈利前景恶化，芯片需求或将萎缩，韩国股市由此遭遇大跌。</p><p style=\"text-align: left;\">但投资者对本轮短期快速上涨心存顾虑，同时仍无法确定芯片行业是否已经见顶。</p><p style=\"text-align: left;\"></p></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>韩国股市回暖卖空规模却不降反升 投资者疑虑芯片行业是否见顶</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国股市回暖卖空规模却不降反升 投资者疑虑芯片行业是否见顶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-16 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1216181.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周日公布的数据显示，尽管韩国股市从芯片及人工智能相关个股暴跌引发的行情崩盘中大幅反弹，但股票卖空规模仍在持续走高。韩国交易所数据显示，截至本周二，未平仓卖空头寸规模约19万亿韩元（折合134亿美元），较上月底的16.73万亿韩元增加2.27万亿韩元，涨幅14%。2月末韩国股票卖空规模为15万亿韩元，3月初回落至12万亿韩元，6月初一度攀升至23万亿韩元。本月截至目前，韩国大盘韩国综合指数（...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1216181.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e73808df3e5d64909494f1ed637a4110","relate_stocks":{"SK":"2倍做多海力士ETF-Corgi","KDEF":"PLUS Korea Defense Industry Index ETF","KEP":"韩国电力","SKDD":"2倍做空海力士ETF-GraniteShares","SKHY":"SK海力士","SKUU":"2倍做多海力士ETF-GraniteShares","EWY":"韩国ETF-iShares MSCI","SSNLF":"三星电子","LPL":"LG Display Co ADS","FLKR":"Franklin FTSE South Korea ETF","SKM":"韩国SK电信","SKHA":"Tradr 2X Long SK hynix Daily ETF","DDI":"DoubleDown Interactive","KT":"韩国电信","PKX":"浦项钢铁","KPOP":"KPOP AND KOREAN ENTERTAINMENT ETF","MKOR":"Matthews Korea Active ETF","SKHU":"2倍做多海力士-ProShares","KF":"韩国基金","07709":"南方两倍做多海力士","KORU":"3倍做多韩国ETF-Direxion","KB":"韩国国民银行","SKHX":"2倍做多海力士ETF-Leverage Shares","HYNX":"2倍做多海力士ETF-T-REX","SKHZ":"1倍做空海力士ETF-Leverage Shares","07747":"南方两倍做多三星电子","GRVY":"重力社","CPNG":"Coupang, Inc.","SHG":"新韩金融"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1216181.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659179030","content_text":"周日公布的数据显示，尽管韩国股市从芯片及人工智能相关个股暴跌引发的行情崩盘中大幅反弹，但股票卖空规模仍在持续走高。韩国交易所数据显示，截至本周二，未平仓卖空头寸规模约19万亿韩元（折合134亿美元），较上月底的16.73万亿韩元增加2.27万亿韩元，涨幅14%。2月末韩国股票卖空规模为15万亿韩元，3月初回落至12万亿韩元，6月初一度攀升至23万亿韩元。本月截至目前，韩国大盘韩国综合指数（KOSPI）上涨6%，以科技股为主的二板市场科斯达克（KOSDAQ）指数大涨20%。上月，市场担忧AI相关投资盈利前景恶化，芯片需求或将萎缩，韩国股市由此遭遇大跌。但投资者对本轮短期快速上涨心存顾虑，同时仍无法确定芯片行业是否已经见顶。","news_type":1,"symbols_score_info":{"KDEF":2,"07709":0.6,"LPL":2,"SK":0.6,"SKHX":0.6,"SHG":2,"SKM":2,"SKHU":0.6,"SSNLF":2,"KEP":2,"SKDD":0.6,"SKHY":2,"07747":2,"CPNG":2,"KF":2,"EWY":2,"KPOP":2,"SKHZ":0.6,"PKX":2,"KORU":2,"SKHA":0.6,"DDI":2,"SKUU":0.6,"GRVY":2,"KB":2,"FLKR":2,"KT":2,"HYNX":0.6,"MKOR":2}},"isVote":1,"tweetType":1,"viewCount":40,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}