Serenity: Global markets are adjusting, high-beta stocks may hit bottom first.

Shenchao TechFlow update: On June 26, “White-Haired Stock God” Serenity posted that the global market is currently going through a round of adjustment. The Korea Composite Index fell by 8.18% under the impact of heavyweight stocks such as SK Hynix and Samsung Electronics. The Nikkei 225 index fell by 4.8%; recently, some high-Beta assets have already seen sharp pullbacks—such as individual stocks like SOI and RKLB, whose losses have reached 30%-40%.

Serenity said that, based on personal experience, high-Beta stocks are usually hit harder, but they also often reflect index risk earlier and may recover sooner than the broader market. When the major market indices begin to show rapid single-day adjustments of 3%-4%, it usually means the market environment is not optimistic. The biggest uncertainty right now is when the global adjustment will end, and investors need to watch how high-volatility assets perform under market pressure.