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BlackRock: The transaction is expected to be completed in the next few days; the relevant capacity is expected to come online in 2028.

2026-07-28

BlackRock: The transaction is expected to be completed in the next few days; the relevant capacity is expected to come online in 2028.

Other News
2026-07-27

Brookfield Asset Management said Naver, NVIDIA and Brookfield will invest to build GW-scale AI cloud infrastructure in South Korea and the United States. Naver and NVIDIA will expand the GAK Sejong AI plant in Sejong City to 200 MW, targeting complet

Brookfield Asset Management said Naver, NVIDIA and Brookfield will invest to build GW-scale AI cloud infrastructure in South Korea and the United States. Naver and NVIDIA will expand the GAK Sejong AI plant in Sejong City to 200 MW, targeting completion in 2028. Naver plans to scale NVIDIA AI infrastructure deployments to 1 GW.
2026-07-28

Internationally 1. Castle Securities: Warsh may surprise the market with a rate hike this week. 2. HSBC: The dollar is unlikely to rise significantly unless the Fed raises rates. 3. Citi: Expects a short-term gold price target of $4,500. 4. Citi

Internationally 1. Castle Securities: Warsh may surprise the market with a rate hike this week. 2. HSBC: The dollar is unlikely to rise significantly unless the Fed raises rates. 3. Citi: Expects a short-term gold price target of $4,500. 4. Citi maintains its bet that the Fed will hold rates steady this week. 5. Citi: Expects a year-end copper price target of $15,000 per ton. 6. Pictet Wealth: The market may have overreacted to expectations of a Fed rate hike. 7. IEA: Despite record prices, the copper supply deficit could reach 25% by 2035. 8. MUFG: High US Treasury yields and Middle East tensions support the dollar. 9. ING: If the Bank of England keeps interest rates unchanged, the pound could fall further against the euro. 10. Morgan Stanley: Global M&A transaction volume is approaching record levels. 11. Capital Economics: By 2027, Fed policy may diverge from the ECB and the Bank of England. Domestic 1. CITIC Securities: Eight Macroeconomic Perspectives for Long-Term Success in A-Shares. 2. CITIC Securities: Strongly Bullish on Investment Opportunities in the Oversold Electronics Sector. 3. CITIC Securities: The Copper Sector is Currently in the Early Stages of Valuation Recovery. 4. CITIC Securities: The Upward Trend in Whey Protein Market Exceeds Expectations; Focus on Opportunities in Domestic Protein Products. 5. CITIC Securities: Strongly Bullish on Investment Opportunities in the Oversold Electronics Sector. 6. Guojin Securities: AI Optical Modules + NV-CoWoP are Expected to Drive Rapid Expansion of mSAP-PCB. 7. Southern Asset Management: The Equity Market Bottoming Process May Have Entered its Later Stages; Semiconductor Capacity Expansion Logic is Expected to Re-emerge as the Main Theme.
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