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The Eye of the Storm in the Global Chip Stock Crash: The "Various Ghost Stories" Behind the Plunge in Korean Stocks

The Eye of the Storm in the Global Chip Stock Crash: The "Various Ghost Stories" Behind the Plunge in Korean Stocks

A dramatic sell-off in the South Korean stock market is evolving into a storm sweeping the global semiconductor sector. This plunge is not simply caused by a deterioration of fundamentals, but is the result of technical overextension, slight adjustments to industry expectations, and a series of policy-related rumors creating overlapping

South Korea triggers “Black Tuesday,” delivering a blow to the global chip stock bull market—is it just a “technical correction”?

South Korea triggers “Black Tuesday,” delivering a blow to the global chip stock bull market—is it just a “technical correction”?

``` On Tuesday, June 23, global chip stocks were caught off guard by South Korea. A Wall Street strategist described the crash as a "chip-wreck." The first to collapse was this year’s "world’s hottest stock market"—South Korea. The Korean KOSPI index plunged 10% in

Goldman Sachs raises global AI server demand forecast, increases ASIC share, and notes that hyperscaler capital expenditure is driven by expensive storage and strong demand.

Goldman Sachs raises global AI server demand forecast, increases ASIC share, and notes that hyperscaler capital expenditure is driven by expensive storage and strong demand.

Goldman Sachs raises global server market size forecast, AI server racks become the main growth engine. According to Chase Trading Desk, on June 24, the Goldman Sachs Allen Chang team released a research report, revising up the total size of the global server market and projecting global server market revenue

Gold Trading T+0: Dubai DGCX Launches Same-Day Settlement Gold Contract, Strengthening Its Role as a Global Precious Metals Trading Hub

Gold Trading T+0: Dubai DGCX Launches Same-Day Settlement Gold Contract, Strengthening Its Role as a Global Precious Metals Trading Hub

``` The Dubai Gold & Commodities Exchange (DGCX) officially launched same-day settlement (T+0) gold futures contracts this Monday, aiming to attract safe-haven funds with a faster settlement cycle and consolidate Dubai’s position in the global precious metals trading landscape. According to Reuters, DGCX CEO Ahmed Bin Sulayem stated that

Musk's ultimate play? Baird: Tesla and SpaceX merger to materialize within a year and a half, probability over 80%

Musk's ultimate play? Baird: Tesla and SpaceX merger to materialize within a year and a half, probability over 80%

The anticipated integration of Musk's two major assets is becoming a key narrative supporting Tesla's stock price. Last week, SpaceX completed the largest IPO in history, becoming Musk's highest-valued asset and putting pressure on Tesla shareholders. However, this IPO has also sparked another bet

MSCI's "Ultimatum": If there is not enough progress by November, a downgrade of Indonesia's rating will be considered.

MSCI's "Ultimatum": If there is not enough progress by November, a downgrade of Indonesia's rating will be considered.

``` The fate of Indonesia's financial markets has been postponed for judgment once again. On June 23, global index provider MSCI announced that its review of Indonesia's market status would be delayed until November this year, and explicitly warned that if progress remains insufficient by then, it

Goldman Sachs trading desk warns: The rubber band has been stretched to its limit; the market may be approaching a breaking point.

Goldman Sachs trading desk warns: The rubber band has been stretched to its limit; the market may be approaching a breaking point.

After the plunge in South Korean stock indexes this Tuesday triggered a wave of global sell-offs, Rich Privorotsky, head of Goldman Sachs’ One-Delta trading desk, warned: In recent weeks, the market has virtually ignored all negative signals facing the AI capital expenditure trade, and this rubber band has been stretched