Dagens marknadsrykte

Storage stocks remain volatile post-earnings. Sandisk and WDC beat, but cautious guidance questioned AI demand supporting rich valuations; Micron and SK hynix fell. Korea's volatility hit a two-month low after forced liquidations and tighter leveraged-ETF rules, as selling pressure eased. SK hynix plans ~KRW54.3T in Yongin and Cheongju expansion; local media say it weighs major shareholder returns, size unclear. Is this post-leverage repricing, or do valuation, capex and guidance risks remain?