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據伊朗Press TV:一位伊朗高級情報消息人士稱,美國正在對伊朗展開一場協調一致的施壓、威脅和媒體虛假信息宣傳行動。
2026-07-12
據伊朗Press TV:一位伊朗高級情報消息人士稱,美國正在對伊朗展開一場協調一致的施壓、威脅和媒體虛假信息宣傳行動。
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2026-07-12
South Korea’s equity market trades at a discount, reflecting governance concerns and the historically cyclical profits of Samsung and SK Hynix, which together make up more than half of KOSPI market value. Some analysts argue AI could create demand beyond a typical memory boom‑bust, but KOSPI’s low P/E suggests many remain unconvinced. Charu Chanana, chief investment strategist at Saxo Markets, says Korea needs evidence the memory supercycle has staying power and that cheap valuations alone are n
South Korea’s equity market trades at a discount, reflecting governance concerns and the historically cyclical profits of Samsung and SK Hynix, which together make up more than half of KOSPI market value. Some analysts argue AI could create demand beyond a typical memory boom‑bust, but KOSPI’s low P/E suggests many remain unconvinced. Charu Chanana, chief investment strategist at Saxo Markets, says Korea needs evidence the memory supercycle has staying power and that cheap valuations alone are not a buy; she warns many mega‑caps may still spend heavily this quarter but will begin talking cost optimisation, a negative for memory demand if high prices suppress volumes. Jason Minsang Kam, head of active equities at Kyobo Life Insurance, notes KOSPI EPS estimates for the year have risen roughly 170% and describes an unprecedented surge in earnings momentum, but he cautions on extreme volatility and recommends avoiding Korean chipmakers given their high earnings cyclicality.
2026-07-12
據阿拉伯衛星電視臺:巴林解除危險警報。
據阿拉伯衛星電視臺:巴林解除危險警報。
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