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AB Kuai.Dong
@_FORAB
热爱研究、热爱家庭、热爱分享,2016 年入行从业。
Joined January 2016
680
Following
156.4K
Followers
AB Kuai.Dong
@_FORAB
2026.07.30 03:40
似乎昨晚抄底半导体的分析师们,都在引用摩根大通的这份报告。 摩根大通认为,韩国这次下跌,最初由常规的基本面担忧和投资者获利了结触发,随后又被杠杆 ETF 放大,引发了激烈的去杠杆,但随着大规模平仓完成,市场杠杆水平已降至可接受的范围。
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