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``` Facing the triple pressures of renewed interest rate hike expectations, crowding warnings, and valuation disputes, the latest assessments by institutions such as GF Securities and Dongwu Securities point to the same core conclusion: The trend of EPS revisions and the AI industry cycle have not yet been disproven; various disturbances

TSMC, Samsung, and SK Hynix—the three major AI chip stocks—together account for nearly one-third of the weight in the MSCI Asia Pacific (excluding Japan) Index. The concentration risk arising from this is forcing active fund managers to passively reduce their holdings once they reach the position limit, creating

``` After SemiAnalysis’s report on NVIDIA’s Vera Rubin platform SOCAMM memory triggered dramatic market reactions, the latest response shifts the focus of controversy from “whether AI memory demand is cooling” back to the facts about the product itself: the agency says those accusing it of spreading “fake news” have

``` Kristalina Georgieva, President of the International Monetary Fund (IMF), issued a warning that after round after round of crises, the global economic system is not truly prepared to cope with ongoing shocks, and countries need to build a more resilient foundation. On Monday, Georgieva said in an interview with a

``` The European Central Bank is set to hold a policy meeting this week, and the market widely expects an interest rate hike will be announced. However, multiple economists have issued warnings: as the eurozone economy shows signs of weakness and US-Iran peace talks continue, the ECB’s eagerness to defend

``` The new Federal Reserve Chair, Kevin Warsh, is about to preside over his first policy meeting since taking office. The market’s core question: in the face of the increasingly hawkish atmosphere within the Fed, can this new chairman—who has publicly advocated rate cuts—carve out his own policy

``` As global tech stocks face a sell-off, Nvidia CEO Jensen Huang is not shying away; instead, he characterizes this downturn as a great buying opportunity, reiterating that the construction of AI infrastructure has only just begun. On Monday, South Korea's benchmark Kospi index fell sharply, as enthusiasm for