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AI trading faces "leverage backlash," South Korea becomes the world's first stress test.

AI trading faces "leverage backlash," South Korea becomes the world's first stress test.

``` The South Korean stock market is footing the bill for high-leverage global AI trades. As KOSPI swiftly pulls back, the leveraged funds, options positions, and market maker hedging mechanisms that once drove the AI rally are now amplifying the market's decline in the opposite direction. Goldman Sachs believes

Xiaohongshu has started "promoting" AI applications.

Xiaohongshu has started "promoting" AI applications.

``` Xiaohongshu is attempting to extend its "recommendation" capability to AI applications. At the 2026 World Artificial Intelligence Conference (WAIC), held from July 17 to 20, Xiaohongshu launched RED Skill, began internal testing of Vibe Coding, and upgraded its developer platform Builder Hub. Developers can mount AI Skills, as

Goldman Sachs Trading Desk: Momentum trading may still take several weeks to bottom out, and the AI capital expenditure narrative is starting to waver.

Goldman Sachs Trading Desk: Momentum trading may still take several weeks to bottom out, and the AI capital expenditure narrative is starting to waver.

``` AI models have achieved cutting-edge performance with computing power far below market expectations, once again challenging the narrative that "only continuous expansion of capital expenditures can win the AI competition." Goldman Sachs One-Delta trading desk believes momentum strategy adjustments are not yet finished, but there is no systemic

AI cloud vendors extend upward, GMI Cloud enhances agent industrialization.

AI cloud vendors extend upward, GMI Cloud enhances agent industrialization.

``` The products showcased by AI cloud vendors are extending beyond GPU computing power to model invocation and agent deployment. At the 2026 World Artificial Intelligence Conference (WAIC) held from July 17 to 20, AI cloud service provider GMI Cloud showcased products including AI Cloud, Cluster Engine, Inference Engine, and AgentBox.

Have Chinese internet giants hit bottom? Bernstein: AI costs are being overly pessimistically interpreted; focus on Tencent.

Have Chinese internet giants hit bottom? Bernstein: AI costs are being overly pessimistically interpreted; focus on Tencent.

After a deep adjustment in the first half of the year, China’s internet sector is ushering in a wave of sentiment recovery. According to Chasing Wind Trading Desk, Bernstein’s latest research report believes that the market’s pessimistic interpretation of AI inference costs has been seriously distorted. Coupled

The "shock absorber" in US stocks disappears: After options expiration, will the AI trading pullback spread to the entire market?

The "shock absorber" in US stocks disappears: After options expiration, will the AI trading pullback spread to the entire market?

``` With the July options expiration (OPEX) concluded, the positive gamma protection layer that had been maintaining stability in the U.S. stock market has largely dissipated. This means that AI-related trading corrections previously confined to the semiconductor sector now face the risk of spreading to the broader market. Last week,

Gold's correction is not over yet; could $3,500 become a key support?

Gold's correction is not over yet; could $3,500 become a key support?

``` The gold market's battle between bulls and bears has entered a critical stage. Technical indicators show lingering downward pressure, but central bank gold buying remains strong, and institutions are clearly divided on the medium-term outlook for gold. Bank of America (BofA) points out in its latest analysis that