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北向的杰克
韩股今天跌3.59%，收在5648点，两大内存龙头分别跌了4%和5%。外资净卖1.5万亿韩元，散户反手接了1.7万亿。芯片业绩本身没出新坏消息，触发点是两家美国科技巨头被曝各要融资200亿美元砸AI。市场现在定价的不是内存涨价，而是这轮资本开支的钱还能借多久。
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