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CandleChaser

HBM is in short supply, storage chips enter the trillion-yuan club, this AI supercycle is truly built with real gold and silver

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MarsBitNews
This Week's Highlights: Disagreements Persist on the US-Iran Agreement; The "Big Three" Memory Chip Companies All Join the Trillion-Dollar Club
This week's market focus on US-Iran negotiations, inflation and Federal Reserve policies, and the AI industry chain. Despite disagreements on issues such as nuclear talks and sanctions, the rebound in US inflation has compressed expectations for rate cuts. US stocks rose, with AI-related sectors leading the gains, storage chips entering the trillion-dollar market cap club, and HBM in high demand. Embodied intelligence is a hot topic, with Yushutec going public in June and releasing WVLA2.0. Oil prices retreated, gold fluctuated. Overall, the main themes are the AI supercycle, policy shifts, and geopolitical easing.
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