SK Hynix, SoftBank shares plunge as tech stocks in Asia track Wall Street sell-off

Impact · against what's priced in

The market is reacting violently to the potential for Chinese memory makers to disrupt the demand-supply balance, though the immediate threat to high-end HBM remains low. The sell-off reflects a fragile AI sentiment and a shift toward valuation compression for memory leaders rather than a sudden loss of technical dominance.

000660−0.70

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