About Us
Real-time Quotes & News
Market Analysis
Trading Platform
Terms
Promotion
FAQ
Contact
繁
简
EN
繁
简
EN
Promotion
FAQ
Contact
Open Account
Contact Us

Indian government officials said India will advance preferential trade agreements with Mexico, Brazil and Mercosur.

2026-08-12

Indian government officials said India will advance preferential trade agreements with Mexico, Brazil and Mercosur.

Other News
2026-08-11

Abbott and Google launched their first joint project to apply blood-glucose insights and artificial intelligence into everyday health management.

Abbott and Google launched their first joint project to apply blood-glucose insights and artificial intelligence into everyday health management.
2026-08-12

Societe Generale strategists Manish Kabra's team believes that the recent sharp fluctuations in semiconductors and momentum trading reflect more of a concentrated clearing of extreme positions and leverage than a simultaneous weakening of AI fundame

Societe Generale strategists Manish Kabra's team believes that the recent sharp fluctuations in semiconductors and momentum trading reflect more of a concentrated clearing of extreme positions and leverage than a simultaneous weakening of AI fundamentals. They judge that the most intense deleveraging phase in the South Korean stock market is nearing its end, and US momentum trading has also experienced an unprecedented large-scale reduction in hedge fund holdings. Meanwhile, the AI investment cycle continues to expand. Societe Generale points out that in the latest earnings season, the US Hyperscaler cloud business continued its strong upward cycle, with order backlogs increasing by about 15%, driving a further increase in AI capital expenditure of about 10%. The team expects AI CapEx to continue accelerating in the second half of 2026, with the peak likely not appearing until the first half of 2027. Therefore, it is currently necessary to distinguish between deleveraging at the trading level and the capital expenditure cycle at the industry level: the former has clearly cooled down, but the latter has not yet peaked. Societe Generale further suggests that before Hyperscaler's free cash flow truly improves, the hardware, infrastructure, and supply chain segments that directly benefit from AI capital expenditure may be more worthy of attention than the high-investment spenders.
Open Account
Demo Account
Contact Us
About Us Real-time Quotes & News Market Analysis
 Trading Platform Market Analysis Promotion Terms Promotion FAQ Contact
Copyright © 2026 Aspire Global Company Limited. All Rights Reserved.
Terms of Use and Privacy
Disclaimer

Disclaimer: ASPIRE is not responsible for the content of any analysis, advice, comment, suggestion, research report or market data in this website and links to third-party websites or resources. All the information mentioned above only represents the view of corresponding author. ASPIRE cannot and does not warrant the accuracy, validity, timeliness or completeness of any such information. You should conduct individual assessments and other proper research to make their investment decisions. The materials and information contained in this website are provided for reference only and do not constitute or form an offer, invitation, solicitation or investment advice or recommendation to acquire or dispose of any investment products or services. The price of any financial instruments described in this website may fall as well as rise. Past performance should not be taken as an indication of future performance. The risk disclosure statements do not purport to disclose or discuss all of the risks and other significant aspects of any financial instruments mentioned in this website. You should make your own appraisal of the risk and should consult to the extent necessary your own legal, tax, financial or other professional advisers in respect of any financial instruments mentioned in this website prior to entering into any transaction.

Risk Warning: Leveraged Precious Metals trading on margin carries significant risks and is not suitable for all investors. Please be sure to make investments within your own tolerance after fully understand the risks involved.

Registered & Business Address: Room 1905-1906, 19/F, Eastern Commercial Centre, 395-399 Hennessy Road, Hong Kong

Aspire Global Company Limited is not available to provide services for the residents of certain jurisdictions such as Afghanistan, the United States of America, the Islamic Republic of Iran, North Korean.