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SK Hynix fell 11.53% to 1,842,000 won as Korean brokerages shifted decisively toward target-price downgrades, with 323 cut reports versus 249 raises this month and an even sharper 189-to-91 skew in the past week per FnGuide. The reversal marks a fast de-rating of semiconductor earnings expectations after upgrades outnumbered cuts by nearly 10-to-1 at the start of the year, pressuring KOSPI index-level performance given Hynix's heavyweight status and raising read-through risk for AI-memory peers like Samsung Electronics and US names such as Micron. Watch whether downgrade momentum extends into next month's HBM pricing and shipment guidance, which would confirm a broader sector earnings reset rather than a one-off positioning washout.
As a Market signal, watch whether it changes price action, volatility, or flows around 000660, 005930, KOSPI.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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