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Today, the Korean market actually rebounded strongly. Why is SK Hynix not performing well? The main selling pressure comes from 7709. Perhaps many people cannot buy the underlying stock and thus chose 7709, selling 7709 to switch to the US-listed ADR. That's also why I bottom-fished a basket of Korean stocks instead of just SK Hynix alone. Next, as planned, I will take advantage of the rebound to temporarily liquidate the ChangXin-related equipment positions for profit, including Korean equipment maker TES which surged 20% today. Then I will shift some positions into "soft" sectors to support the major manufacturers that have been severely battered before.