eric huang

① U.S. technology investment as a share of GDP has risen to approximately 4.9%, cloud vendors’ capital expenditure expectations for this year continue to be significantly revised upward, and AI infrastructure demand remains in expansion. ② Corporate operating conditions have not yet repeated the imbalances of the late 1990s, and AI supply chain profitability still

① SK Hynix plans to issue ADRs in the US to raise $29 billion. ② Samsung may announce a share buyback worth 90 trillion Korean won for bonus payouts. ③ Apple is reported to begin mass production of its first foldable iPhone in late July. June 24 (Wednesday) — US stock index futures rose, with

① As multiple VLCCs and LNG carriers resume transiting the Strait of Hormuz, market confidence in the recovery of Middle East energy transportation continues to strengthen, with Brent crude falling below $75 for the first time since the outbreak of the Iran war. ② Although uncertainty remains over US-Iran negotiations, the recovery of shipping, expectations

OpenAI and Broadcom have jointly developed a custom AI chip named Jalapeño, which has now entered the testing phase. Early data indicates that its performance per watt is expected to significantly outperform current advanced levels, while achieving approximately 50% cost savings compared to typical AI GPUs. As the chip is set to be integrated into

① Gold prices have retreated more than 20% from their January record high, with several Wall Street institutions lowering their year-end and fourth-quarter target prices. ② Gold ETF outflows continue, while central bank gold purchases remain one of the few sources of demand with sustained support in the market. June 24 — On Wednesday, spot