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18/08/2026

OpenAI has pledged to deploy NVIDIA‑built AI infrastructure on a large‑scale basis before 2030, corresponding to computing‑related orders worth as much as USD 600 billion. It will unlock massive long‑term demand for computing‑power procurement and directly boost shipments of high‑end GPU chips. Meanwhile, demand for upstream and downstream hardware including supporting optical modules and servers will pick up, further consolidating NVIDIA’s supplier position in the industry and lifting market confidence across the entire AI computing‑power industrial chain. This news is bullish for , Computing, Modules sector.

11/08/2026

NVIDIA has launched strategic‑level cooperation with numerous top‑tier Wall‑Street financial giants to jointly push forward a USD 500‑billion AI infrastructure project. Financial institutions will take charge of project financing, risk management and data‑centre operation, while supplies high‑end AI chips, supporting software and comprehensive computing‑power solutions. As global demand for computing power keeps surging at present, this partnership can secure long‑term steady chip orders, closely tie up Wall‑Street capital resources, expand its own computing‑power business ecosystem and raise the industry‑wide competitive barrier. Therefore, the news is bullish for .

04/08/2026

The Bank of Korea has resumed physical gold purchases after 13 years and plans to acquire domestically refined gold bars, officially joining the ranks of global central banks buying gold. This move aims to optimize the foreign exchange reserve structure, reduce risks from single-currency assets, cope with rising geopolitical risks, and address its long-standing low level of gold reserves. The clear policy signal that central banks keep increasing gold holdings strengthens global allocation demand and the safe-haven attribute of gold, effectively boosting bullish sentiment in the market. This news is bullish .

29/07/2026

Western Digital plunged more than 11% in a single trading day; SK Hynix lost over 7% on U.S. stocks and tumbled 14% on the South Korean market; Samsung Electronics slumped 13%. AI computing leaders NVIDIA and AMD both dropped over 5%, while lithography giant ASML closed nearly 6% lower.
Leading global semiconductor firms suffered concentrated sell-offs from capital, reflecting heightened market concerns over the realization efficiency of AI capital expenditure and the risk of subsequent oversupply in the memory sector. Panic sentiment has spread downward along the industrial chain — broadly bearish for , , , , , and the full semiconductor equipment & materials sector.

28/07/2026

NVIDIA plans to provide a USD 250 billion financing guarantee for OpenAI’s 10GW super data center project in Ohio. In the short term, the huge contingent liability exposure, balance sheet pressure and potential default risks are bearish factors. However, in the long run, this move deeply locks in long-term procurement orders for high-end AI chips from this trillion-dollar computing infrastructure, strongly binding demand from its core client and bringing remarkable value.long-term performance certainty and industrial monopoly barriers are greatly strengthened — strongly bullish for in the long run.

22/07/2026

The existing 10% temporary tariff is set to expire soon, and the U.S. Trade Representative signaled that new tariffs will be rolled out promptly to ensure continuity. According to the Financial Times, Donald Trump will launch a new round of tariff measures targeting dozens of countries as early as this week. Broad-based tariff hikes lift imported inflation pressure. Markets expect the Federal Reserve to maintain a relatively tight monetary policy stance. Meanwhile, rising global trade risks spur safe-haven demand, driving capital flows toward dollar-denominated assets — bullish for .

21/07/2026

The United States announced a 50% tariff hike on certain Canadian goods, with exemptions only for energy, potash, fish and critical minerals. Over 70% of Canada’s exports rely on the U.S. market. Export sectors including dairy, furniture and light industry face sharply higher costs, weighing on export growth prospects. Escalating trade frictions cloud Canada’s economic outlook and reduce the appeal of the Canadian dollar — bearish for .

15/07/2026

Market sources indicate SK Hynix is accelerating mass production of HBM4 high-bandwidth memory for NVIDIA. Faster shipments of premium HBM products will help the company continuously capture supporting orders for next-generation AI chips, further lifting the revenue proportion of high-margin goods and consolidating its competitive edge in high-end memory — bullish for .

14/07/2026

The Bank of Korea stated that the AI-driven semiconductor supercycle will continue, refuting market views that prices have peaked. It reinforces long-term optimistic expectations for the semiconductor industry and is likely to sustain foreign capital inflows into South Korea’s capital market — bullish for , .

08/07/2026

The U.S. trade deficit widened to its highest level in more than a year in May, with imports rising across the board while exports weakened simultaneously. Deteriorating external payment imbalances drag down economic growth expectations and reduce the appeal of dollar-denominated assets — bearish for .

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