南方两倍做多韩股存储双雄大涨及三星博通合作 - 老虎社区

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- 杰老师聊市场杰老师聊市场
  ·07-31
  全球盘面观察：韩国股市史诗级暴力反弹
  隔夜美股科技板块集体大涨，直接带动今日亚太市场风险偏好修复，韩国KOSPI指数走出堪称历史级的反攻行情，盘中最高暴涨17%，最终收盘大涨17.91%，刷新该指数成立以来最大单日涨幅纪录，盘中一度触发熔断临时停盘。本轮反弹完全由半导体龙头主导，SK海力士盘中最大涨幅接近30%，三星电子大涨超26%，两大芯片巨头总市值占KOSPI权重过半，直接撬动指数单边拉升。短期来看更多是连续大跌后的情绪修复 + 空头集中平仓博弈，属于技术性超跌反弹。这种极端波动也给我们提了醒：高杠杆市场行情极致割裂，追高抄底都需要格外把控仓位风险。
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  全球盘面观察：韩国股市史诗级暴力反弹
- 杰老师聊市场杰老师聊市场
  ·07-31
  全球盘面观察：韩国股市史诗级暴力反弹
  隔夜美股科技板块集体大涨，直接带动今日亚太市场风险偏好修复，韩国KOSPI指数走出堪称历史级的反攻行情，盘中最高暴涨17%，最终收盘大涨17.91%，刷新该指数成立以来最大单日涨幅纪录，盘中一度触发熔断临时停盘。本轮反弹完全由半导体龙头主导，SK海力士盘中最大涨幅接近30%，三星电子大涨超26%，两大芯片巨头总市值占KOSPI权重过半，直接撬动指数单边拉升。短期来看更多是连续大跌后的情绪修复 + 空头集中平仓博弈，属于技术性超跌反弹。这种极端波动也给我们提了醒：高杠杆市场行情极致割裂，追高抄底都需要格外把控仓位风险。
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  全球盘面观察：韩国股市史诗级暴力反弹

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