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France June CPI (final) MoM -0.3% vs -0.2% expected, prior -0.2%.
2026-07-10
France June CPI (final) MoM -0.3% vs -0.2% expected, prior -0.2%.
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2026-07-10
美元兑日元USD/JPY向下触及162,日内跌0.22%。
美元兑日元USD/JPY向下触及162,日内跌0.22%。
2026-07-10
Tickmill Group analyst Patrick Munnelly said SK Hynix's $26.5 bln US depositary receipt sale should help fund its AI compute infrastructure investments. He said investors want concrete drivers in earnings season — financing, capacity expansion, data-centre demand and hardware bottlenecks — rather than abstract AI hype. Renewed buying of Hynix and other Korean chip names suggests the market treats the AI upswing as structural, not just momentum. Korea remains a key barometer of AI-hardware risk a
Tickmill Group analyst Patrick Munnelly said SK Hynix's $26.5 bln US depositary receipt sale should help fund its AI compute infrastructure investments. He said investors want concrete drivers in earnings season — financing, capacity expansion, data-centre demand and hardware bottlenecks — rather than abstract AI hype. Renewed buying of Hynix and other Korean chip names suggests the market treats the AI upswing as structural, not just momentum. Korea remains a key barometer of AI-hardware risk appetite, and the recent pullback has provided a clearer entry for investors who expect earnings to validate a capex cycle.
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