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.

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.

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.