Hope partners can maintain a certain calmness, although today SK Hynix's ADR confirmed its listing on the U.S. stock market on July 11, which is a significant positive!

However, the stock markets in Taiwan and South Korea have become overly crazy, with retail investors financing at annualized rates of 7%-9% to purchase stocks at historic highs. South Korean retail investors borrowed a record 36.47 trillion won, while Taiwanese retail investors borrowed a record 600 billion New Taiwan dollars, both hitting historical extremes!

They are the upstream of this AI hardware industry chain, and one of the most noteworthy bubble indicators! 🧐

It may be worth watching embodied intelligence in the second half of the year; AI must have a body to be complete. Honestly, today's large models are already sufficient, and even somewhat redundant. With the continuously rising hardware costs, once downstream cloud vendors slow down their data center construction and reduce capital expenditures, this story could become quite dangerous!

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