Global TradFi & Macroeconomics

According to Samsung Electronics on July 30, artificial intelligence chip demand remains strong and may exacerbate supply shortages next year, contradicting investor concerns that major tech companies' aggressive AI spending could slow growth. Samsung's stock rose 8% following the earnings call,

According to Philip Wee, senior FX strategist at DBS Group's Research, on July 30, the U.S. dollar may face pressure due to diverging forward guidance from the Federal Reserve and other central banks. The Fed's decision to remove forward guidance and hold rates unchanged has created volatility in

According to its Q2 earnings report, SK Hynix reported operating profit of 6.054 trillion Korean won, below analyst expectations of 6.422 trillion won, while revenue reached 7.9 trillion won versus the forecast of 8.4 trillion won. The underperformance reflects the company's higher exposure to

According to Hyperinsight, as of July 27, a whale holding a 2.6 million token short position on Longcin Technology (valued at approximately $18.36 million) is facing $1.7 million in unrealized losses. The whale has set take-profit limit orders between $2 and $4.5 per token, with a liquidation

According to Mysteel data, MMLC battery-grade lithium carbonate (morning trading) rose 250 yuan per ton from yesterday on July 30, with a mid-price of 146,050 yuan per ton.

The USD-KRW exchange rate fell to its lowest level since late February, dropping 8.10 won to 1,438.60 won as of 9:25 AM on the 30th in the Seoul foreign exchange market, driven by month-end dollar selling pressure and dovish interpretations of the

According to Yonhap Infomax, the USD/KRW exchange rate fell to 1,438.60 won on July 30 morning, marking the lowest level since February. The decline was driven by month-end dollar selling, particularly from offshore markets, combined with dovish signals from the U.S. Federal Reserve's policy

According to Samsung SDS, the company reported Q2 revenue of 3.72 trillion Korean won, up 5.9% year-over-year, with operating profit of 231.8 billion won, up 0.7% on July 30. Cloud service business revenue grew 24%, driven by increased demand for Samsung's cloud platform and expanded

Binance launched USDT-settled options tied to gold and silver prices on July 29, expanding its commodity offerings beyond the perpetual futures products introduced in January. The European-style contracts, listed as XAUUSDT and XAGUSDT, feature one-day and one-week expirations and allow retail

According to BlockBeats, on July 29-30, major U.S. tech companies released second-quarter earnings reports, with market focus shifting from AI spending scale to capital efficiency and cash flow sustainability. Microsoft emerged as a bright spot, reporting $90 billion in revenue (up 18%), earnings p

The KOSPI pre-market indicator plunged 20.17% to 4520.93 at 8:50:10 AM on the morning of the 30th, alarming investors before the market opened 0.33% higher at 5681.77. The sharp drop in the pre-market indicator reflected overnight declines in US

NH Investment Securities and Kiwoom Securities reported record first-half earnings as South Korean stock market volatility drove trading volumes sharply higher. NH Investment's Q2 net profit reached 489.4 billion won, up 90.5% year-over-year, bringing H1 cumulative net profit to 925.2 billion won. K

Hong Kong stocks traded mixed in morning session as of 10:25am, with the Hang Seng Index rising 16 points or 0.1% to 25824 after opening 67 points higher at 25875. The index reached an intraday high of 25971 before retreating to a low of 25695 amid mixed sectoral performance. Chip stocks faced

Microsoft and Meta released Q2 earnings reports with sharply divergent after-hours stock performance driven by AI business execution differences. Microsoft shares jumped 8% in after-hours trading as of 9 AM local time, while Meta dropped over 6%. Microsoft reported Q2 revenue of $90.01 billion,

South Korean financial regulators announced emergency measures for single-stock leveraged exchange-traded funds (ETFs) following two consecutive circuit breaker events that triggered extreme market volatility. Deputy Prime Minister and Minister of Economy and Finance Koo Yoon-cheol, Bank of Korea

Korean stocks crashed 33.1% in one month as circuit breakers were triggered on both the KOSPI and KOSDAQ markets for two consecutive days for the first time in history. The KOSPI closed at 5663.24, falling from 8476.48 recorded last month 30th, while the Korea Exchange reported the index traded at 5

KOSPI experienced significantly higher volatility than KOSDAQ this year, with circuit breakers activating 9 times on KOSPI compared to 4 times on KOSDAQ, according to Korea Exchange data released on the 30th. The heightened volatility stems from market capitalization concentration, with Samsung

Japanese stock indices showed mixed performance on July 30 morning trading, with the Nikkei 225 rising 366.31 points (0.60%) to 61,800.50 as of 9:17 AM while the Topix fell 28.46 points (0.72%) to 3,945.57, following a sharp overnight decline in US markets. US stocks dropped after the Federal Open M

On July 30, the Hang Seng Index opened 67 points higher and edged up 16 points or 0.1% to 25,824 points by 10:25 a.m., fluctuating around the 25,800 level amid mixed sentiment. The National Index rose 12 points or 0.1% to 8,635 points, while the Tech Index fell 44 points or 0.9% to 4,819

According to Newsis, South Korea's KOSPI index futures fell as much as 20% before market open on July 30, reflecting overnight losses in U.S. equities, semiconductor sector weakness, and concerns over prolonged Federal Reserve monetary tightening. The pre-market index dropped to 4520.93