特朗普对伊朗动武，令北亚股市承受了全球最惨烈的跌幅。这场崩盘的深层根源，并非中东战火对亚洲经济的直接冲击，而是AI半导体交易过度拥挤与历史高位的杠杆仓位，在外部冲击下集中平仓释压。 周三，恐慌性抛售席卷首尔和东京。韩国基准指数KOSPI连续两个交易日跌幅均超过10%，创2008年以来最大两日跌幅。在此之前，全球资金正大规模从美国软件股轮动至亚洲半导体与硬科技标的，韩国市场融资余额与新开账户双双攀至...
Source Link特朗普对伊朗动武，令北亚股市承受了全球最惨烈的跌幅。这场崩盘的深层根源，并非中东战火对亚洲经济的直接冲击，而是AI半导体交易过度拥挤与历史高位的杠杆仓位，在外部冲击下集中平仓释压。 周三，恐慌性抛售席卷首尔和东京。韩国基准指数KOSPI连续两个交易日跌幅均超过10%，创2008年以来最大两日跌幅。在此之前，全球资金正大规模从美国软件股轮动至亚洲半导体与硬科技标的，韩国市场融资余额与新开账户双双攀至...
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