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The situation in the Middle East has deteriorated sharply, with Brent crude oil approaching the $100 mark, while Asian chip stocks continued their upward trend, driven by the ongoing boom in AI trading. South Korea's KOSPI index extended its gains to 2% on Wednesday, with Samsung Electronics and

Morgan Stanley believes that the artificial intelligence industry is moving from the infrastructure construction stage into the "inference era." This technological evolution will digitize and reshape the global knowledge work market of $20 to $30 trillion and the consumer market of nearly $30 trillion, thereby driving an unprecedented

On September 8, S&P Global Market Intelligence's latest forecast showed that, driven by the strong demand for AI memory chips, SK Hynix is expected to announce a new round of share buybacks in the fourth quarter of this year, with the scale estimated to be between

The yen has strengthened significantly recently, but this is not enough to shake the foundation of emerging market carry trades. Morgan Stanley strategists believe that the strategy remains resilient as long as no additional catalysts emerge that trigger broader volatility. In a recent research report, the team led by James

Better-than-expected non-farm payroll data has pushed the probability of a Fed rate hike in September to 60%, putting Fed Chairman Warsh in a dilemma of whether to "let down the market" or "let down Trump". In its latest report on September 8, Shenyin Wanguo Research pointed

Citigroup believes that NPO has replaced CPO as the preferred trading logic in the near term, while lasers and optical fibers are being positioned as "the next HBM," with expectations of supply shortages driving new valuation narratives for related assets. According to TrendFocus, on September 8th, the Citi

Chipmaker Marvell Technology's stock price has surged approximately 241% over the past year, far outpacing rival Broadcom's 6.6% gain during the same period. CEO Matt Murphy attributes this impressive performance to a core asset built over a decade: deep relationships of trust with the world&