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Betting on South Korean AI infrastructure! Nvidia invests $1 billion in equity, becoming NAVER’s third largest shareholder

Betting on South Korean AI infrastructure! Nvidia invests $1 billion in equity, becoming NAVER’s third largest shareholder

``` NVIDIA's move in the landscape of AI infrastructure in South Korea is shifting from partnership promises at Jensen Huang's dinner table to tangible equity stakes backed by real capital. On July 27, NAVER announced that it had signed an investment contract with NVIDIA through a private

Changxin Technology opened 471.6% higher on its first day of listing, with a total market value exceeding 3.3 trillion yuan.

Changxin Technology opened 471.6% higher on its first day of listing, with a total market value exceeding 3.3 trillion yuan.

``` 09:26 The Shanghai Composite Index opened down 0.14%, and the ChiNext Index rose 0.03%. Oil & gas, electricity, and semiconductor sectors led the declines; concept stocks such as CPO, high-speed copper connection, photovoltaics, cybersecurity, and generic drugs were weak. Gold, lithium batteries, PCB, and server-themed stocks were

When AI re-evaluates

When AI re-evaluates

``` Core Views: 1. Steady and long-lasting. After the rapid surge in the first half of the year, global asset prices related to AI have recently undergone significant adjustments, thereby affecting the overall risk appetite in financial markets. Is this merely a short-term technical adjustment, or a reassessment of the fundamental

How to value Changxin?

How to value Changxin?

CXMT Technology (688825) is about to be listed today, becoming the largest IPO on the STAR Market. The IPO issue price is 8.66 yuan, conservatively estimated to correspond to a market value of about 520 billion yuan. But the market is clearly not planning to stay at this price.

Behind the pause in mutual attacks between the US and Iran: Iran says progress was made in talks with Oman on managing shipping in the Strait of Hormuz, US military faces ammunition shortages.

Behind the pause in mutual attacks between the US and Iran: Iran says progress was made in talks with Oman on managing shipping in the Strait of Hormuz, US military faces ammunition shortages.

``` The ongoing military conflict between the US and Iran, which lasted nearly two weeks, has entered a brief period of ceasefire. After US President Trump ordered a halt to airstrikes due to concerns over depleted air defense ammunition and diplomatic considerations, Iran promptly announced a suspension of its reciprocal attacks.

From "fear of missing out" to "fear of holding": How much longer will the momentum stampede last? This is the biggest uncertainty in the current market.

From "fear of missing out" to "fear of holding": How much longer will the momentum stampede last? This is the biggest uncertainty in the current market.

``` Beneath the calm surface of global stock markets, a historic collapse of momentum strategies is accelerating. Goldman Sachs trader Benny Quek warns that positions in AI and technology sectors are far from cleared, and volatility will persist in the third quarter. The momentum factor has declined for five consecutive weeks,

4,500 points! Goldman Sachs raises its target price for the Japanese stock market, optimistic that a weaker yen will boost corporate profits.

4,500 points! Goldman Sachs raises its target price for the Japanese stock market, optimistic that a weaker yen will boost corporate profits.

``` Goldman Sachs Raises TOPIX Target, Bets Yen’s Continued Depreciation Will Provide Ongoing Support for Japanese Corporate Earnings, Despite Short-Term Volatility Risks. In a July 24 report, Goldman Sachs announced an increase in its 12-month TOPIX target from 4,400 to 4,500, which implies about 12% upside from last