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Samsung $SAMSUNG , driven by a surge in AI chip demand, will raise the price for advanced-process foundry services by up to 15%. Samsung’s price also shows a V-shaped reversal 🚀🚀🚀. In the US stock market, SanDisk $SNDK and Micron $MU are also up sharply before the bell.

After the largest-ever 40 trillion won buyback and cancellation plan in South Korea was announced, SK Hynix surged more than 7% in pre-market trading $SKHYNIX 🚀🚀🚀U.S. stock Hynix $SKHY surged rapidly 6% before the market open

Youshu Technology’s stock debut surged 460%. The founder became the new post-90s richest person. Behind the scenes, six major tech giants made more than 40 billion.
Youshu $UNITREE Meituan $MEITUAN Alibaba $BABA

SK Hynix: to buy back 400 trillion won worth of treasury stock; the buyback is aimed at canceling shares and increasing shareholder returns. The goal is to expand shareholder returns to at least 50% of free cash flow. Lifted by the buyback news, SK Hynix’s stock price decline narrowed in after-hours trading.
So-called “buying treasury stock” means the company repurchases its own outstanding shares in the secondary market, and then cancels (annuls) them. Buyback + cancellation means the total number of shares outstanding decreases, passively boosting earnings per share (EPS) and net assets per share; and shareholders’ ownership stakes rise passively as well.
400 trillion won is roughly equivalent to more than 190 billion RMB. The scale is very large, but it is unlikely that all shares will be bought at once. Typically, the program will be carried out in stages in the secondary market, depending on the subsequent execution pace.
This move reflects management’s view that the current share price offers investment value—capable of rewarding shareholders and supporting the stock price—responding to foreign investors’ demands for dividend-like returns from Korean chaebol shareholders, which is helpful in easing the “Korea discount.”
$SKHYNIX
$SKHY

Nvidia's H200 chip approved for small-batch entry into mainland China $NVDA 🚀
In recent weeks, ByteDance and Tencent each received about 10,000 H200 chips, and other Chinese tech companies may soon secure supplies of a similar scale.

Meituan $MEITUAN jumps against the trend mid-session, rising 3%‼️ According to the information, the Meituan Group is the external shareholder with the highest shareholding ratio in Unitree Technology $UNITREE . Through Han Hai Information, Chengdu Longzhu, and Galaxy Z, the total number of shares held is about 35.1236 million shares, with an unrealized gain of over RMB 33.3 billion.
“China A-share’s first listed company in humanoid robots,” Unitree Technology, officially listed on the STAR Market today. Its opening price reached 1,100 yuan per share, up 629.44% from the issue price, with a market value of RMB 444.9 billion. The investors behind Unitree Technology have finally come to fruition.

South Korean stocks fell on Wednesday as rising U.S. and Asian bond yields, along with heightened uncertainty over geopolitical tensions in the Middle East, further intensified sell-offs in semiconductor shares.
Among weighted stocks, Samsung Electronics $SAMSUNG fell 6%, and SK hynix $SKHYNIX fell 8%.
From the U.S. to Germany and Japan, long-term borrowing costs rose on Tuesday to their highest levels in decades, driven by factors including ballooning government debt and geopolitical considerations. A senior Iranian official told Reuters on Monday that, as efforts to permanently end the war with the U.S. through negotiations have stalled, Iran would shift to a “full-scale offensive” military posture; previously, the U.S. had ruled out the possibility of extending the temporary ceasefire agreement.

New York University professor: SpaceX is overvalued—it’s only worth $10 to $30‼️$SPCX Do you believe it? If you say it’s overvalued, I believe it. But it’s worth only $10...
In his latest remarks, New York University professor and tech analyst, bestselling author of “The New York Times” Scott Galloway, said that SpaceX’s share price is far higher than it should be, and even a significant drop from its peak hasn’t made it an attractive investment. In a podcast episode he posted on Monday, Galloway said SpaceX’s stock value is between $10 and $30. By Tuesday’s U.S. market close, the stock was down 1.98%, trading at $143.34.
Galloway believes SpaceX’s valuation is partly driven by unusually favorable market mechanisms. Initially, only about 4% to 5% of SpaceX’s shares were available for public trading, meaning limited supply. He also said SpaceX’s inclusion in the Nasdaq-100 index boosted demand from funds that track the index. He further questioned whether investors should primarily view SpaceX as a rocket and satellite company. Less than two weeks after listing, SpaceX issued $25 billion in bonds, despite the company previously disclosing cash and cash equivalents of as much as $100.8 billion. The company said the proceeds would be used mainly to repay a transition loan. Galloway said the bond issuance suggests investors are betting on AI infrastructure tied to SpaceX’s launch business, and future expansion will increasingly depend on borrowing.

Yesterday (Tuesday), the S&P 500 index hit a two-week low, and the Nasdaq Composite fell by more than 1%. Among them, the semiconductor sector led the declines in the tech sector with large weights, as bond yields rose to multi-year highs, intensifying market concerns about borrowing costs.
The semiconductor index $SOXL plunged sharply as investors rushed to sell stocks that had previously risen on surging demand related to artificial intelligence.
But the good news is that the current moving-average cost band (yellow) has not been broken; if it isn’t breached further, the possibility of continued upside remains quite strong.
However, once the yellow cost band is broken, the volume-dense zone below (purple) may be penetrated and swept away by the decline. So the next step—whether it will trade sideways-to-higher or break down and pull back deeply—is something we should watch closely.

Yesterday, the profits from the U.S. stock market’s rise were all wiped out today...
$SNDK $MU $SKHY

On Tuesday, bond yields rose to their highest level in decades, while oil prices climbed for the third consecutive trading day 🚀 $BZ $CL and early gains across Asian stock markets were fully wiped out. The reason is that the U.S.-Iran ceasefire agreement has expired, and Tehran has threatened to adopt a “full-scale offensive” military posture.

Leading stock ChangXin Technology $CXMT shares surged 12%, breaking the historical high and closing at the day’s high. Its market value once again exceeded 4 trillion yuan, and the single-day trading value topped 30 billion yuan. Driven by ChangXin, the entire storage sector took off.
Why did it rise? First, overseas storage stocks broke out first, creating a strong mapping effect. Second, fundamentals are providing support; the storage sector is still in an upcycle phase.
The previous round was a broad recovery driven by the traditional inventory cycle. This round is a structural rally driven by AI computing power, with market optimism more concentrated in the HBM and server-grade storage directions.
Based on all the above, the storage sector’s rebound does have fundamental support—for example, the supply-demand gap continues through 2027, the benefits of price increases keep being released, domestic substitution is accelerating, and a steady stream of favorable policy signals has been issued, etc.
On the capital side, the signals are fairly clear: in the Korean market, foreign investment saw a net inflow of $2 billion in a weekly basis; the Temasek sovereign fund entered the market; and SK hynix institutions saw large net inflows. In A-shares, the semiconductor sector also received nearly 10 billion yuan in net inflows from leading institutional funds. Overall, it indicates a global capital resonance inflow.
$SNDK $SKHY

Continuing Friday’s rally, U.S. storage stocks all rose in pre-market trading today.
SanDisk rose nearly 6%, Western Digital gained more than 4%, and SK hynix, Micron Technology, Seagate Technology, and Marvell Technology all rose more than 3%.

SanDisk $SNDK — why is the stock up so high before the market? ❶1726❓
I bought (opened) a Korean Hynix $SKHYNIX , and although the Korean stock market isn’t open today, it also rose a lot along with the US stocks‼️

$HYPE I took 13 days without moving, switched to HaiLisi $SKHYNIX
Yesterday I switched the position; today hype and zec started to rise... tmd

$HYPE Is it going to rise slowly and steadily too?
It was first opened about half a month ago with HYPE. No loss when exiting, but it’s too sluggish. The funding rate also ate a lot, and the order duration is about like the US stock market.

SanDisk $SNDK , SK hynix $SKHY , and Micron $MU are rising before the market opens 🚀
Korean stock markets are closed today for Liberation Day holiday adjustment

Gold $XAU and silver $XAG enter a new week, and investors’ focus remains centered on the state of the U.S. economy and the Federal Reserve’s interest-rate outlook.
The Empire State Manufacturing Index from the New York Fed will be released first on Monday. As markets continue searching for evidence that economic activity is cooling, the importance of regional manufacturing surveys is also rising. Investors will pay close attention to whether high financing costs and weakening demand are putting more visible pressure on the industrial economy.
On Tuesday, attention will shift to data on new home starts and building permits, followed by existing home contract sales. Real estate is one of the most interest-rate-sensitive areas. If the data continues to weaken, it could further reinforce expectations that the Fed will keep rates unchanged.
The most important event this week is likely the Federal Reserve meeting minutes released early Thursday morning. Markets will look for additional clues from Fed officials regarding inflation, economic growth, and the subsequent path of interest rates. After recent softening in inflation and retail sales data, markets have already clearly scaled back expectations of a September rate hike. If the minutes show the officials are even more confident about holding rates steady, that could support gold; otherwise, if internal discussions remain hawkish, U.S. Treasury yields and the dollar could be pushed higher again, creating short-term pressure on gold.
Thursday will also see the release of weekly initial jobless claims and the Philadelphia Fed Manufacturing Index. Initial jobless claims remain one of the most timely indicators for tracking changes in the labor market. The Philadelphia Fed Manufacturing Index will provide further clues about manufacturing activity and pricing pressures after significantly outperforming expectations in July.
The final important data point of the week, released on Friday, is the initial S&P Global Composite PMI reading. It will offer the first snapshot of August’s U.S. private-sector business activity.
For gold and silver, the question behind all of these data releases this week ultimately comes down to the same thing: how will they change market assessments of the Fed’s rate-path outlook? If manufacturing, real estate, and business activity continue to weaken, and if the Fed meeting minutes turn out to be dovish, market expectations that the Fed will keep rates unchanged may strengthen further—thereby continuing to support precious metals.
$XAU