South Korean stock market, the index nearly hit the daily limit down, marking the largest single-day decline since March 4. In terms of heavyweight stocks, SK Hynix fell 12.47%, and Samsung Electronics dropped 12.31%. The Japanese stock market plummeted over 2,000 points. The market is concerned that investments in AI infrastructure are increasing, but the cash return realization speed is not fast enough; Alphabet's core AI talent leaving has sparked concerns about competitiveness; after SpaceX went public, its fundraising activities accelerated too quickly, prompting investors to reassess capital consumption,