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``` The Fed raising rates this year is still not the baseline scenario, but it is no longer just a tail risk. The blockage of the Hormuz Strait is driving up commodity price pressures, and AI-related capital expenditures are squeezing parts of the global supply chain. The market has started to

``` While the memory chip industry is still enjoying a super boom cycle driven by AI, a former industry leader deeply involved in the field has begun to issue warnings. On May 18, at the 285th forum of the National Academy of Engineering of Korea (NAEK) held in Seoul, Kyung Kye-hyun,

``` After Goldman Sachs raised its year-end oil price forecast a few weeks ago, Francisco Blanch, Head of Commodity and Derivatives Research at Bank of America, has also joined the camp, predicting that Brent crude oil will remain near $90 this year. As the stalemate in the Strait of Hormuz continues,

``` The global bond market is standing at a historic turning point. The surge in oil prices and rising inflation expectations triggered by the Middle East conflict are pushing U.S. Treasury yields to twenty-year highs, leading to a chain reaction of sell-offs in major markets such as the UK and

1. What happened? Computing Power Network strategy heats up, operators take center stage 1. Computing Power Network: From technical concept to national strategic infrastructure Recently, the "Computing Power Network" has gained unprecedented market attention. The driving force behind this is not a single technological breakthrough, but a series

``` The economic shock of the Middle East war is infiltrating the global real estate market. Mortgage rates in Europe and North America have surged markedly within just a few weeks, placing increased pressure on homebuyers and refinancing borrowers, and posing cooling risks to housing market activity. This round of rate