Global TradFi & Macroeconomics

According to VIP Asset Management on August 5, South Korea's draft tax reform on stock price suppression contains structural loopholes that require further safeguards. The government's proposal applies the higher of current valuation plus 30% or average stock prices from the past 6 to 78 months,

According to Guru Club, on June 4, Indonesia's benchmark stock index dropped 4.2% to 5688.574 points, marking its lowest level since December 2020.

Spot gold reached $4,170 per ounce today (August 5), hitting its highest level since July 7 and gaining 2.29% intraday.

BlockBeats reported on June 30 that SemiAnalysis, an independent research firm focused on semiconductors and AI, expects NVIDIA to see substantial growth in the second half of this year. According to the SemiAnalysis Accelerator Model, NVIDIA’s data center compute (DC Compute) revenue in the second half of fiscal 2027 (2H FY2027) is expected to be 20% higher than the market consensus. The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to ramp up on a

BlockBeats reported on June 30 that semiconductor and AI research firm SemiAnalysis said in a post that NVIDIA is expected to see substantial growth in the second half of this year. According to the SemiAnalysis Accelerator Model forecast, NVIDIA’s data center compute (DC Compute) revenue in the second half of fiscal year 2027 (2H FY2027) will be 20% higher than the market consensus estimate. The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to ramp

Spot gold surged 2.0% intraday to $4,158.87 per troy ounce, while spot silver rose 3.0% to $61.32 per ounce.

Spot gold rose 2% intraday on August 5, reaching $4,159.04 per ounce.

The US Trump administration is drafting new regulations to restrict US data centers from importing artificial intelligence components from China, according to a report by Reuters. On Tuesday (August 4), US optical component manufacturer Coherent's stock surged up to 12% intraday following the

According to Jin10, German chipmaker Infineon forecasts fourth quarter revenue (ending in September) to reach approximately €4.7 billion ($5.4 billion), exceeding the average analyst estimate of €4.6 billion. The growth is primarily driven by increased demand and price gains in data center chips.

According to reports first disclosed by Reuters, the U.S. Federal Communications Commission proposed banning American data centers from importing Chinese artificial intelligence optical components on August 4, causing Coherent stock to surge 12% intraday. Lumentum rose over 5%, while Amazon stock

Iran is portraying discussions over shipping arrangements in the Strait of Hormuz as negotiations with Oman rather than directly with the United States, according to the Institute for the Study of War (ISW). This approach aims to maintain diplomatic leverage and avoid the perception of conceding to

According to MoneToday, South Korea's KOSPI index surged 4.39% to 6,638.21 points today (August 5), triggering a buy-side circuit breaker for the 45th time this year. Semiconductor giants Samsung Electronics and SK Hynix led the rally, rising 4.58% and 7.36% respectively, tracking overnight

According to Jin10, on August 5 (today), multiple key economic data releases are scheduled. France's June industrial output will be released at 14:45, followed by PMI data from France, Germany, Eurozone, and UK starting at 15:50. In

According to CNBC, Fed Chair Kevin Warsh held rates steady at 3.5%-3.75% yesterday (August 4) in a 9-3 decision, maintaining the hold for a fifth consecutive meeting. However, Warsh's refusal to provide forward guidance on rate direction sparked criticism from market participants and economists

The European Union and G7 nations established a critical minerals alliance at the 2026 G7 summit. The EU launched its Raw Materials Mechanism platform in April 2026, focusing on rare earths, battery materials, and defense-related raw materials. These initiatives respond to supply chain

On August 5, MiniMax (00100), an AI-focused technology stock, surged 13.3% to HK$260.8 in afternoon trading on the Hong Kong Stock Exchange. As of 1:23 p.m., the Hang Seng Index climbed 16 points, or 0.1%, to 25,869 points. Chip stocks also rallied, with SMIC up 5.1% and Huahong Semiconductor

Spot silver breaks through $61 per ounce, rising 2.5% intraday on August 5.

The European Union launched the Raw Materials Mechanism platform in April 2026 to coordinate critical mineral supplies and reduce dependence on single-source suppliers, according to reports. The initiative targets 10% of annual mineral consumption from domestic extraction, 40% from processing, 25% f

According to Jin10 data, Federal Reserve officials signaled a flexible policy stance on August 5 as core inflation shows signs of moderating. Treasury Secretary Bessent stated that Fed Chair Powell aims to preserve options for optimal outcomes, while core inflation is decelerating with energy