金色财经
金色财经|Jul 20, 2026 05:16
[Mega-cap tech stocks to reduce capital expenditures, investors will 'rush to exit'] Reported by Golden Finance, according to market sources: Some market veterans suggest that Korean stocks may still have room for further decline. Thomas J. Hayes, Chairman and Managing Member of Great Hill Capital, stated that the era of semiconductors and memory being the most crowded global trading sectors for institutions and retail investors has come to an end. One or more mega-cap tech companies, including Meta, are expected to moderately lower their capital expenditure commitments in their second-quarter earnings guidance. In the coming months, the phenomenon of 'rushing to exit' semiconductor and memory trading sectors will be as intense as the previous 'rushing to enter.' (Jin10)
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