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 we

2026-08-21

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.