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平安^0^悠
韩国这轮最大的风险，不是三星、海力士没有利润，而是市场正在经历一次流动性踩踏。
当外资撤退、融资盘被迫平仓、程序交易同时卖出，价格会短暂脱离基本面，进入“谁先卖、谁先活”的阶段。
但历史上每一次极端去杠杆，都会完成一次筹码重新分配。
恐慌负责砸出低价。
真正的资金，往往等踩踏结束后才开始进场。
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