Group 1 - South Korean retail investors have significantly increased their investments in US stocks, with a record inflow of $10.2 billion from January to March 20, 2023, marking the highest quarterly inflow since 2011 [1] - The US stock market has experienced a downturn since early 2023, with the Dow Jones index down 1.31% and the Nasdaq index down 7.91% as of March 24, 2023 [1] - Notable declines in major US stocks include Apple, Nvidia, and Tesla, which fell by 12.74%, 12.35%, and 38.41% respectively [1] Group 2 - South Korean investors have particularly favored heavily discounted stocks like Tesla, investing a net total of $2.2 billion in Tesla shares since the beginning of the year [1] - Additionally, they invested $1.7 billion in a leveraged ETF that aims to double the returns of Tesla, along with significant investments in Palantir Technologies Inc., Nvidia, and other semiconductor-related leveraged ETFs [1] - Despite the substantial inflow of funds, the value of their holdings in these ETFs remains below the levels seen at the end of 2024, indicating a sharp decline in the valuations of their investment targets [1] Group 3 - In a related trend, South Korean investors have also shown increased interest in Chinese stocks, with a monthly trading volume of $782 million in February 2023, nearly doubling from the previous month [4][5] - This surge in investment in Chinese stocks has been driven by the rapid development in advanced technology sectors, capturing the attention of overseas investors [4] - Among the top ten overseas stocks purchased by South Korean investors from February 17 to 28, six were Chinese stocks, primarily from leading companies in electric vehicles, artificial intelligence, and semiconductor industries [5]

作者 | 深鹏 数据支持 | 勾股大数 据（www.gogudata.com） 花无百日红，股无千日好！ 过去两年，称霸全球的美股，现在正陷入连日的大跌状态。 周一晚，纳指一度跌至17000点附近，回撤幅度15%，进入技术性调整区间，将特朗普当选后的涨幅全部归 零。 类似2022年初，美股再一次站在了十字路口。 虽然昨晚发布的CPI数据低于预期，暂时缓解了经济衰退的阴影，美股出现暴力反弹，特斯拉、英伟达等高 弹性的科技股涨幅居前。 但总体上看，美股市场还说不上企稳，接下来依然会呈现高波动性。 都说美股长牛是信仰，只要有大回撤，就可以买入，这一次，会不一样吗？ 01 美股跌到底了吗？ 单从技术指标上看，美股的确存在超卖。 以纳指为例。 周一大跌时，纳斯达克100指数主连(2503)分析，RSI跌至10.95，比24年4月19日的15.69，24年8月7日的 21.47，24年9月6日的20.27还要低。 另外，周一晚标普500波动率指数（VIX）冲高到29.56，收盘为27.86，追平了2023年3月份硅谷银行爆雷时 的水平，仅次于24年8月5日日元加息传闻时的恐慌水平，高于2023年10月份、24年4月份、2 ...