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Samsung, SK Hynix surge "breaks" portfolio red line: Funds forced to sell, foreign capital posts record outflow from Korean stocks

Samsung, SK Hynix surge "breaks" portfolio red line: Funds forced to sell, foreign capital posts record outflow from Korean stocks

The continued surge in the share prices of Samsung Electronics and SK Hynix is forcing more and more funds to hit the 10% position cap for individual stocks, leading to passive reductions in holdings to maintain compliance. According to Bloomberg, as the two chip giants repeatedly reach record highs in

SpaceX IPO Valuation Battle Heats Up: Lowered from $2 Trillion to $1.8 Trillion, Investors Signal Price Pressure

SpaceX IPO Valuation Battle Heats Up: Lowered from $2 Trillion to $1.8 Trillion, Investors Signal Price Pressure

``` SpaceX’s IPO valuation target has cooled somewhat, yet even so, its fundraising scale and market impact may still be epic. According to Bloomberg, SpaceX has lowered its initial public offering (IPO) valuation target from the previously expected over $2 trillion to at least $1.8 trillion. This adjustment reflects

Nvidia intensively invests in photonic technology: at least $6.5 billion spent in three months

Nvidia intensively invests in photonic technology: at least $6.5 billion spent in three months

``` Nvidia is betting on photonic technology at an unprecedented pace, seeking to fundamentally solve the energy consumption bottleneck that restricts large-scale AI deployment. Since March this year, Nvidia has pledged to invest at least $6.5 billion in multiple photonic technology companies, making it one of the most proactive strategic

Under the catalyst of the US-Iran ceasefire agreement, industrial metals rose 5.5% in a single month and are on track for their best performance since January.

Under the catalyst of the US-Iran ceasefire agreement, industrial metals rose 5.5% in a single month and are on track for their best performance since January.

``` The industrial metals market is expected to usher in its strongest monthly performance in nearly four months, with the US-Iran negotiations approaching an extension of the ceasefire agreement as the core catalyst. On May 29, the LMEX index, which tracks six major metals on the London Metal Exchange, has risen

Samsung may secure Anthropic chip orders—will its foundry business make a comeback?

Samsung may secure Anthropic chip orders—will its foundry business make a comeback?

``` By investing in the AI superstar enterprise Anthropic, Samsung Electronics has opened a new strategic door for its long-loss-making wafer foundry business. According to Yonhap News Agency on Friday, Anthropic recently completed its Series H financing, raising $65 billion and reaching a post-money valuation of $965 billion (about 144 trillion

Expectations of a US-Iran ceasefire boost global stock markets; Japanese and Korean stock indices hit new highs; oil prices come under pressure; gold rises while silver falls.

Expectations of a US-Iran ceasefire boost global stock markets; Japanese and Korean stock indices hit new highs; oil prices come under pressure; gold rises while silver falls.

The US and Iran are close to reaching a ceasefire agreement, combined with a strong surge in technology stocks, driving global stock markets to historic highs. The MSCI Global Index rose 0.4%, setting a new record; oil prices fell back. On Friday, US stock futures rose slightly. The S&

Morgan Stanley: BYD's second wave is ready!

Morgan Stanley: BYD's second wave is ready!

Morgan Stanley believes that BYD is at a crucial turning point in its smart driving strategy, and the second wave of growth is poised to take off. According to Chasewind Trading Desk, Morgan Stanley's latest report shows that BYD announced three major initiatives yesterday: launching a one-year city