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Bank of Japan Governor Speaks Out for the First Time After Illness: Will Raise Interest Rates Again at an Appropriate Time, Inflation Risk Remains

Bank of Japan Governor Speaks Out for the First Time After Illness: Will Raise Interest Rates Again at an Appropriate Time, Inflation Risk Remains

``` Bank of Japan Governor Kazuo Ueda made his first public statement since recovering from illness, reiterating that the risk of inflation exceeding the 2% target still exists, and that the central bank will push forward further rate hikes at an appropriate time. In a speech delivered on Wednesday, Ueda stated,

Samsung shifts half of HBM production to HBM4, suspends production of 8-layer HM3E.

Samsung shifts half of HBM production to HBM4, suspends production of 8-layer HM3E.

``` Samsung Electronics is significantly shifting the strategic focus of its high bandwidth memory (HBM) production capacity forward, aiming to use its next-generation products to reverse its previous lag in the HBM competition against SK Hynix. According to Korean media reports, Samsung Electronics has recently allocated half of its monthly HBM

"Apple supply chain leader Luxshare Precision passes HKEX hearing"

"Apple supply chain leader Luxshare Precision passes HKEX hearing"

``` According to a disclosure by the Hong Kong Stock Exchange on June 23, Luxshare Precision Industry Co., Ltd. has officially passed its Main Board listing hearing, with CITIC Securities, Goldman Sachs, and CICC serving as joint sponsors. As of the close on June 23, Luxshare Precision’s A-shares were trading

Masayoshi Son's blockbuster speech: "AI is not a bubble, SoftBank has begun mass-producing robots, challenges Musk by saying space data centers are worthless, and vows to work hard until age 70!"

Masayoshi Son's blockbuster speech: "AI is not a bubble, SoftBank has begun mass-producing robots, challenges Musk by saying space data centers are worthless, and vows to work hard until age 70!"

``` The founder of SoftBank made a series of heavyweight statements at the annual shareholders meeting, endorsing the AI investment boom and outlining an ambitious ten-year blueprint for the company. At two consecutive shareholder meetings on Tuesday and Wednesday, Masayoshi Son announced that SoftBank has begun mass production of robots and

Yesterday’s plunge and circuit breaker → today’s V-shaped rebound! Roller coaster in South Korea’s stock market as Samsung stock buyback, interest rate hike warnings, and MSCI negative news hit one after another.

Yesterday’s plunge and circuit breaker → today’s V-shaped rebound! Roller coaster in South Korea’s stock market as Samsung stock buyback, interest rate hike warnings, and MSCI negative news hit one after another.

``` The South Korean stock market underwent an extreme repricing cycle within two days, experiencing a circuit-breaker-like plunge on Tuesday and a rapid rebound on Wednesday. However, the market’s core conflicts have not disappeared. AI profit expectations, policy risks, leveraged trading, and various rumors are simultaneously amplifying market volatility. On

Meta develops prediction market app "Arena," targeting Polymarket and Kalshi.

Meta develops prediction market app "Arena," targeting Polymarket and Kalshi.

``` Meta is betting on the emerging field of prediction markets. On June 23, according to The New York Times, the social media giant is secretly developing a prediction market app called "Arena," directly targeting Polymarket and Kalshi, in an attempt to get a share of this rapidly growing

"Sodium-ion batteries" = "the new oil"! Morgan Stanley raises the slogan: reshaping the key bottleneck for energy and AI development

"Sodium-ion batteries" = "the new oil"! Morgan Stanley raises the slogan: reshaping the key bottleneck for energy and AI development

In an era driven by AI and explosive growth in electricity demand, a battery technology revolution is being elevated to the level of energy strategy by top investment banks. According to Wind Chasing Trading Desk, Morgan Stanley’s latest global in-depth research report defines the era of sodium-ion batteries as