---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39243847.md"
description: "$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)$ISHRS MSCI S Korea Capped(EWY.US)$ISHRS MSCI Japan(EWJ.US) It seems to be targeting YL, but in reality, it's to impact crude oil and raw materials $United States Oil Fund LP(USO.US), raise oil prices, and erode the substantial profits of Japan and South Korea in the semiconductor and high-end manufacturing sectors. During this period, the U.S. market has been volatile, but Japanese and South Korean stock indices have been adjusting for a long time. Even if the U.S.-Iran conflict lasts for half a year, there are several consensuses: first, this conflict will not last long; second, high oil prices will not persist for too long; third, AI and storage remain the main themes in technology; fourth, the U.S. and Israel have basically achieved their goals. Therefore, the current stock market and oil market turbulence are entirely aimed at energy-deficient countries like Japan and South Korea, with YL merely being a tool. Every day, oil prices are pulled up during the Asian session and then pushed down during the U.S. session. Even if oil prices remain volatile around 90, it will cause Japanese and South Korean stock indices to fluctuate and decline $Micron Tech(MU.US)$NVIDIA(NVDA.US)$Alphabet(GOOGL.US)$Sandisk(SNDK.US)$NASDAQ Composite Index(.IXIC.US)"
datetime: "2026-03-13T09:10:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39243847.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39243847.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39243847.md)
author: "[超级无敌大牛子](https://longbridge.com/zh-CN/profiles/11392570.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/39243847.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39243847.md)


# $XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)$ISHR…


### 相关股票

- [XL2CSOPHYNIX (07709.HK)](https://longbridge.com/zh-CN/quote/07709.HK.md)
- [XL2CSOPSMSN (07747.HK)](https://longbridge.com/zh-CN/quote/07747.HK.md)
- [ISHRS MSCI Japan (EWJ.US)](https://longbridge.com/zh-CN/quote/EWJ.US.md)
- [ISHRS MSCI S Korea Capped (EWY.US)](https://longbridge.com/zh-CN/quote/EWY.US.md)
- [United States Oil Fund LP (USO.US)](https://longbridge.com/zh-CN/quote/USO.US.md)

## 评论 (1)

- **蜕变吖 · 2026-03-13T09:22:25.000Z**: Storage has pricing power, can raise prices, transfer costs