Friday morning China A50 jumped; major A-share indices rebounded and AI-linked
sectors such as CPO and liquid-cooling outperformed. After the APAC open US
Treasury yields plunged across the curve, repricing bond-market expectations and
promoting a weaker dollar that supports equity valuations. Korea's index
reversed into gains after the Korea Exchange triggered a Sidecar, temporarily
suspending programmatic sell orders on KOSDAQ. Micron said AI has fundamentally
changed the storage industry's cyclicality, signaling a structural demand boost
for storage names.