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"American exceptionalism" trade makes a strong comeback: Dollar long positions see largest increase in six years

"American exceptionalism" trade makes a strong comeback: Dollar long positions see largest increase in six years

``` Global funds are rushing back into dollar assets. The "America exceptionalism" trade is making a strong comeback amid multiple favorable factors, completely overturning the pessimistic expectations seen in the market at the beginning of the year. The latest data from the U.S. Commodity Futures Trading Commission (CFTC)

Is the "Magnificent Seven" outdated? Wall Street pushes the MANGOS ETF

Is the "Magnificent Seven" outdated? Wall Street pushes the MANGOS ETF

Wall Street is putting a new label on the AI investment boom. Following the market frenzy triggered by SpaceX's IPO, a new stock group called "MANGOS" has quickly gained popularity, with several ETF issuers rushing to file applications for related funds. **But analysts warn that the

Bank of Korea warns: Huge bonuses at AI chip companies may spread across the entire industry, intensifying inflationary pressures

Bank of Korea warns: Huge bonuses at AI chip companies may spread across the entire industry, intensifying inflationary pressures

``` The boom in South Korea’s chip industry driven by the artificial intelligence craze is complicating the country’s inflation outlook. The Bank of Korea has warned that unusually generous bonuses distributed by chip giants such as Samsung Electronics and SK Hynix could trigger cross-industry wage competition, pushing up consumer

Pan Gongsheng at the Lujiazui Forum: Improve the short-term interest rate control mechanism and create an overseas central bank repo facility.

Pan Gongsheng at the Lujiazui Forum: Improve the short-term interest rate control mechanism and create an overseas central bank repo facility.

June 17, the 2026 Lujiazui Forum was held in Shanghai, with the theme "Financial Development and Cooperation under the Global Governance Initiative: New Vision, New Challenges and New Opportunities." Pan Gongsheng, Governor of the People's Bank of China, announced a package of policy measures at the

Pulling the rug from under! After compromising on union bonuses, Samsung bets on achieving AI unmanned factories by 2030

Pulling the rug from under! After compromising on union bonuses, Samsung bets on achieving AI unmanned factories by 2030

``` After experiencing a costly labor bonus dispute, Samsung Electronics is attempting to reshape the power structure of its semiconductor manufacturing through a thorough technological transformation. According to media reports, Samsung has recently officially launched the Data Sharing Ecosystem Platform (DSEP) and introduced the AI Factory Operating System, setting a clear

TSMC faces capacity shortage, while Samsung's foundry orders surge: Google, AMD, and Tesla all seek cooperation.

TSMC faces capacity shortage, while Samsung's foundry orders surge: Google, AMD, and Tesla all seek cooperation.

``` The explosive growth in AI infrastructure demand is reshaping the global landscape of advanced chip foundry. On June 17th, according to Nikkei Asia, six sources revealed that global technology and automotive giants such as Google, AMD, and Tesla are accelerating their requests for advanced process foundry services from Samsung Electronics,

AI demand triggers PMIC price surge? Major industry player Titan: Multiple peers have issued price increase notices one after another.

AI demand triggers PMIC price surge? Major industry player Titan: Multiple peers have issued price increase notices one after another.

``` Driven by both the expansion of AI computing power demand and the tightening of mature process supply, a new round of price increases in the Power Management IC (PMIC) industry is accelerating, and the bargaining power of Taiwanese PMIC manufacturers is showing substantial improvement. Zhixin Chairman Wu Jinchuan recently revealed