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``` The AI-driven storage super cycle is accelerating, with SK Hynix as the core leader in the sector, continuing to benefit from tightening supply-demand dynamics and technological generational upgrades. Despite SK Hynix falling 8% over the past five trading days, according to Chase Trading Desk, UBS raised its 12-month target price

The Russia-Ukraine conflict is advancing simultaneously on diplomatic and military fronts, with the prospects for a ceasefire still shrouded in uncertainty. According to Xinhua News Agency, Russian presidential aide Ushakov reported on the 5th that Putin and Trump had a telephone conversation lasting about 85 minutes on the 4th, during

Nomura believes that panic-driven sell-offs due to emotional misjudgment are concealing structural opportunities, and the two major "negative factors"—South Korea's memory expansion and Meta renting out computing power—are actually pseudo-problems. Recently, the global memory chip market has been shrouded in two major "negative

``` Apple's artificial intelligence features (Apple Intelligence) have failed to become the catalyst for the super cycle of device upgrades that Wall Street expected, and this narrative continues to face setbacks. The latest survey by UBS shows that the proportion of respondents who would upgrade early due to Apple

``` In the first half of this year, geopolitics and artificial intelligence (AI) mania dominated global markets. But as the second half begins, the macro environment and market logic are undergoing profound changes. On July 4, Louis Miller, head of Goldman Sachs Global Custom Equity Basket business, pointed out in the

``` As the cost of enterprise AI usage continues to rise, a technology called “model routers” is rapidly moving from a marginal tool to the mainstream. These systems can automatically allocate the most suitable AI model based on task complexity, significantly reducing expenses without a substantial sacrifice in quality. They are