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Taiwan industrial production YoY in May 11.78% vs. est. 9.60%; prior 14.16%.

2026-06-24

Taiwan industrial production YoY in May 11.78% vs. est. 9.60%; prior 14.16%.

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2026-06-24

On June 23, US Secretary of State Rubio said the United States will engage directly with the Lebanese government. Asked about arrangements for the Strait of Hormuz, Rubio said under current international law no country is permitted to levy transit fe

On June 23, US Secretary of State Rubio said the United States will engage directly with the Lebanese government. Asked about arrangements for the Strait of Hormuz, Rubio said under current international law no country is permitted to levy transit fees or other charges in international waterways, and that specifics will be raised and discussed at an appropriate time.
2026-06-24

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, e

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; Although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.
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