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``` While promoting Korean chip companies to build factories in the U.S., the United States has quietly put forward a more direct demand—profit sharing. According to The Korea Times, citing informed sources, Rick Switzer, Deputy U.S. Trade Representative, explicitly stated in a meeting last month with South Korean

``` The boom in AI infrastructure investment continues to heat up, and as computing systems evolve toward higher-speed interconnection, the optical module industry is ushering in a new round of technological upgrades. On July 17, Goldman Sachs released its latest research report, raising the 12-month target price for Zhongji Xuchuang from

``` On July 17, HKEX documents showed that InnoLight, the world’s leading optical module manufacturer, has completed its listing hearing at the Hong Kong Stock Exchange. The company plans to raise around US$7 billion. If the issuance is successfully completed, this will be the largest IPO in Hong Kong

``` OpenAI CEO Sam Altman openly admitted that the company’s performance over the past year failed to meet expectations, taking primary responsibility himself, and said the coming 12 months will be the best year since the company’s founding. This rare statement comes amid rising external doubts about OpenAI’s

AI-driven chip trading is experiencing a rapid cooldown. The Philadelphia Semiconductor Index has fallen about 19% from its June highs, just shy of confirming a bear market. Funds are beginning to withdraw from highly valued chip and memory stocks, rotating instead into sectors such as finance, retail, and transportation that

The ongoing Middle East conflict continues to stir the energy market, casting a shadow over inflation prospects, and setting a new round of challenges for the European Central Bank’s policy trajectory. The European Central Bank will announce its interest rate decision on July 23. Although the market generally expects

``` The bull-bear battle represented by Michael Burry is playing out in the Hong Kong stock market, with bullish voices continuing to converge. Michael Burry, the investor who rose to fame by accurately predicting the 2008 US subprime mortgage crisis and served as the inspiration for the film "The Big