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This is an earnings season where fundamentals and market sentiment are seriously diverging. Goldman Sachs believes the core contradiction of this earnings season is: There is a significant disconnect between the strength of corporate fundamentals and the market's panic over AI disruption. Earnings are beating expectations, with revenue

``` Trump’s military action against Iran caused North Asian stock markets to suffer the most severe declines globally. The deep roots of this crash are not the direct impact of Middle Eastern turmoil on the Asian economy, but the excessive crowding of AI semiconductor trades and historically high leveraged positions,

As US-Israel joint military operations escalate, the Middle East has become a high-risk battleground for global tech giants. Amazon data centers have been directly hit by drones, Nvidia has closed its Dubai office, Google employees are stranded locally, and tens of billions of dollars in regional AI investment plans are

``` The situation in Iran is turbulent, causing oil prices to surge for several consecutive days. The market is once again highly tense, with close attention on whether the impact will further spread. According to ZF Trading Desk, Henry Allen, macro strategist at Deutsche Bank, pointed out in his latest research

``` The attacks by Iran on Qatar's energy facilities are triggering a chain reaction of industrial shutdowns, with impacts rapidly spreading from liquefied natural gas to downstream industries such as aluminum smelting, urea, polymers, and methanol. The scope of supply disruptions continues to expand. After QatarEnergy, Qatar’s state

``` As merchant ships are increasingly avoiding the Strait of Hormuz, the Middle East's food import routes have been cut off, Gulf countries are facing the risk of shortages, and Iran—which is already mired in a high inflation crisis—is under sudden exacerbated pressure to supply food. On

``` Bank of Japan Governor Kazuo Ueda reiterated that the path for rate hikes remains unchanged, while warning of economic disruptions caused by the Middle East situation and yen weakness. Appearing at a parliamentary hearing on Wednesday, Ueda said, if the economic and inflation outlook evolves as expected, the Bank of