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U.S. NATO ambassador said Washington will unequivocally not support protectionist rhetoric tied to a European defence initiative.
2026-07-01
U.S. NATO ambassador said Washington will unequivocally not support protectionist rhetoric tied to a European defence initiative.
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2026-07-01
韓國6月出口年率 70.9%,預期61%,前值由53.20%修正爲53.40%。
韓國6月出口年率 70.9%,預期61%,前值由53.20%修正爲53.40%。
2026-07-01
In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems,
In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems, large AI models, data centers and the application layer form a new “intelligent production system.” Gao said valuation frameworks for platform companies based on users, traffic, ad revenue and margins need reassessment; investors should instead prioritise compute efficiency, model capability, data closed loops, AI monetization and CAPEX returns.
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