Yuyue|Sep 17, 2026 09:00
Yesterday's dip might be one of the few good long opportunities this month. Objectively speaking, the rate hike expectations can't be without impact, so the market's volatility in the first half of September is almost entirely about digesting those expectations and the constant noise being created.
As for AI trading, I still see it in the buy-low-sell-high swing trading phase. Not sure how far this rebound can go, but with two rate hikes already priced in by the market this year, I personally think the first half of September has mostly absorbed the rate hike expectations. This dip might be a good opportunity to set stop-losses.
That said, storage in Korea still seems to be in hard mode. The better opportunities still appear to be in fee arbitrage. Funding on SKHYNIX via HL is still quite high, and with StableStock, you can directly use U to buy spot for hedging. Now that Korean stocks trade from 8 AM to 8 PM, friends interested in arbitrage have more time to operate.
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