博通(AVGO.O)美股盤前拉昇，現漲超4%。

On July 5 local time the Lalique Museum in Bas-Rhin, eastern France, was robbed; about 20 jewellery pieces were taken and preliminary losses are estimated at several million euros. Investigators said the theft occurred around 0600. The museum alarm was triggered and a cleaner who arrived first called police. Officers found at least six display cases smashed and suspects had fled. Police are reviewing CCTV footage. The museum has been closed temporarily. The Lalique Museum, opened in 2011, houses glass art and jewellery by René Lalique.

韓國芯片股的槓桿已經失控。SK海力士單一股票槓桿ETF總資產約190億美元，是其日均成交額的4倍以上。三星相關槓桿ETF資產約124億美元，也高出日均成交額176%。 作爲對比，美光、特斯拉、英偉達的槓桿ETF資產規模均遠低於其日均成交額。韓國市場的槓桿集中度在全球主要股票中獨一檔。 這意味着當SK海力士股價波動時，槓桿ETF的強制平倉或追保會放大拋壓，形成踩踏。香港上市的2倍做多SK海力士ETF資產規模約130億美元，是SK海力士日均成交額的2倍，一旦趨勢逆轉，這些槓桿產品可能成爲下跌加速器。 韓國芯片股的高槓杆與加密市場並非無關。部分韓國散戶同時活躍在幣圈和股市，槓桿的連鎖反應可能在兩個市場間傳導。SK海力士下週在美上市，估值290億美元，可能吸引更多資金涌入，但高槓杆環境下的脆弱性不容忽視。 市場情緒中性偏弱，資金費率顯示看跌減弱但未形成看多共識。韓國芯片股的槓桿結構風險，或許是當前最被低估的尾部事件。