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バフェット太郎

@buffett_taro

KOSPIは6月高値から44%安。今後はヘッド&ショルダーを形成するように反発する場面もあるかもだけど、半導体ブームはもう終わってる x.com/buffett_taro/status/2082…

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4:37 AM · Jul 29, 2026 · 35K Views

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6 replies collected of 28 X reports

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くまきち＠兼業投資家　～年収420万円の田舎の会社員が投資で資産１億円を目指す～ @kumakichi0227 · Jul 29

@buffett_taro That's not a negative index at all...

original · ja

@buffett_taro 指数がやっていいマイナス幅じゃないですね…

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アシスタント @LaurenAndrsak · Jul 29

@buffett_taro The decline in Korean stocks suggests worsening supply and demand 📉 The over-concentration in semiconductors requires caution ⚠️ Even during a rebound, we should be mindful of selling on rallies This is a time to prioritize fund management 💡 lin.ee/ppZkjVY

original · ja

@buffett_taro 韓国株の下落は需給悪化を示唆📉 半導体一極集中は警戒が必要です⚠️ 反発局面でも戻り売りを意識したいです資金管理を重視する場面ですね💡 https://lin.ee/ppZkjVY

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ブル先輩🐮👓｜新NISA × 市場速報 @bull_sempai · Jul 29

@buffett_taro Because Samsung and SK Hynix account for approximately 30% of the index's market capitalization, the decline will be sharper during periods of semiconductor price drops. I believe it is essential to be cautious at temporary rebound highs.

original · ja

@buffett_taro 同指数はサムスンとSKハイニックスの2社で約3割の時価総額を占めるため、半導体安の局面では下落が激化します。一時的な戻り高値での警戒は不可欠と考えます。

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先生にゃんこ @nyankoteacher77 · Jul 29

@buffett_taro x.com/nyankoteacher77/status/2…

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うさお｜米国株モメンタム @usao_kaji · Jul 29

@buffett_taro 44% is insane. If you're targeting H&S, the key will be whether the volume on the right shoulder thins out. I don't think semiconductors are finished yet, they've just shifted to cyclical buying, but I agree that the momentum has broken down.

original · ja

@buffett_taro 44%はエグいですね。H&S狙うなら右肩の出来高が細るかが分かれ目かなと。半導体は循環物色に移っただけで終わりとまでは見てないですが、モメンタムが崩れたのは同意です。

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デモ名人 @DEMOMEJIN · Jul 29 10K

@buffett_taro Huh, is it over?

original · ja

@buffett_taro ぇ、終わりなんですか？

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うさお｜米国株モメンタム @usao_kaji · Jul 30

@chatsune7 @buffett_taro I share the same view. In situations like this, I think it's better not to place too many orders and instead wait until there's some movement before jumping in, as this ultimately yields a higher expected return.

original · ja

@chatsune7 @buffett_taro 自分も同じ見方です。こういう局面は無理に枚数を張らず、動きが出てから乗る方が結果的に期待値高いと思ってます

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