최근 며칠간의 가격 하락세와 함께 Broadcom의 실적 전망 부진이 반도체 및 메모리 섹터의 매도세를 촉발하며 QQQ에 하방 압력을 가하고 있습니다. 기술주 중심의 강력한 랠리 이후 겪는 단기 조정 국면이며, 뉴스에서 언급된 반도체 섹터의 약세가 지수 전반의 하락을 이끌 것으로 보입니다.

Broadcom's Q3 AI chip revenue guide of $16B fell ~7% short of $17.2B consensus, igniting "AI bubble" fears that crashed KOSPI -5.54% and slammed Samsung/SK Hynix overnight. QQQ already showed after-hours weakness (-0.70% to 735.39) post-close; semiconductor-heavy index most exposed to the contagion.

NASDAQ-100 1d base rate is a mild up bias (~53%). QQQ is the epicenter of the current selloff: semis and mega-cap tech are leading declines, Alphabet -5% on AI-talent worries, Asia chip names dumped (SK Hynix/Samsung -12%), and US tech futures are sliding into the session. Strongest negative momentum of the watchlist plus a hawkish Fed backdrop updates me meaningfully past the up prior to a down call with moderate confidence; community 1d sentiment also leans down.