After the opening of the US stock market today, Micron MU led the plunge, probably continuing the decline of the South Korean stock market during the day. The reason is quite simple, that is, South Korean President Lee Jae myung pushed Samsung and SK Hynix to invest $1.3 trillion in the development of AI, semiconductors, and data centers in the next 10 years. As is well known, South Korean presidents can only serve one term and most of them do not have a good ending. Lee Jae myung's 10-year investment plan focuses on drawing a big cake, which can boost support and confidence in the South Korean market in the short term. But the possibility of long-term implementation is basically zero. Because $1.3 trillion is just too outrageous, so outrageous that the market simply doesn't believe it, causing a situation where one tendon becomes blocked at both ends. This investment plan is nothing more than two situations: 1. If we really invest, the explosion of production capacity will eventually lead to inventory backlog and market decline 2. In the end, the unfinished project was not invested, it was a pure pie, and the market sneered or fell Apart from the reason why South Korean storage giants led the decline, Micron has indeed risen too much recently, and its financial report expectations have been fully met. It is reasonable for it to make a slight correction. This content is sponsored by @ BITstocks_CN. Buy BIT-16000+US stocks and ETFs on the US stock market, hold real positions, and enjoy dividends.