Các cổ phiếu mạnh trải qua một trong những đợt bán tháo tồi tệ nhất kể từ bong bóng dot-com

The Huoxing Finance report states that on July 3, renowned analyst degentrading published an analysis on the market's extreme volatility, noting that recently strong stocks have suffered a "massacre," potentially one of the most severe sell-offs of momentum stocks since the internet bubble, with an overall decline of approximately 24%. The Nasdaq 100 closed down 1.6%, while the S&P 500 dipped only slightly; however, beneath the surface of these indices, sector rotation has been extremely intense—evidenced by Apple’s逆势 rise of 4.64%, indicating significant downward pressure on the semiconductor sector. Given that most hedge funds have implicitly held long positions in these recently strong stocks, it is expected that the majority have either been forcibly liquidated or actively reduced their positions during this round. This morning’s US market closing auction was relatively orderly, with closing strength exceeding expectations. Looking ahead, degentrading advises monitoring the market reaction in Korea during its trading session following SanDisk’s 14% plunge, particularly for SK Hynix and Samsung Electronics. degentrading stated that despite his personal position having substantial risk exposure, he will remain unwavering.