After the typhoon: CPI, Sapporo, Temasek｜0813Global

Note: The white dolphins that ravaged East China gradually drifted away and started Huo Huo's granary. However, the inertia and variables of semiconductors appear simultaneously.

This article is not an investigation, a side dish for drinking, and an essay.

◎ Liquidity

*The University of Tokyo said it will gradually increase the frequency of overnight reverse repurchase operations. I didn't mention strength, but frequency. This is a signal that significantly increases the intensity of water discharge.

※Western University is using the help of Western University to whitewash the CPI data. Even though all the data is true, the opinions and financial data of Huajie Pai Investment Bank show that the probability of interest rate hikes in recent months has been reduced to 45%. However, when interpreting the July CPI data, they emphasized a year-on-year decline, but overlooked or deliberately concealed the problem of a significant month-on-month increase.

However, after a long period of drought, Fengganlin's market was no longer able to take advantage of these whitewashed or adjusted signals and data. These were beneficial in curbing interest rate hikes, and the cost was half higher by 3.5%.

◎ What about semiconductor industry semiconductor. semiconductor.

※The biggest news is Samsung. On the one hand, it introduced Anthropic Claude, which greatly compressed chip verification and quality inspection time; on the other hand, its glass substrate reliability evaluation did not go far enough, leading to delays in mass production time. The global technology barrier and production capacity of “glass substrates” is also in the hands of a group of “Kumamoto Old-fashioned Semiconductor” giants at Kanda Izakaya.

※Japanese semiconductors are falling short in Nishiyama, but the skinny camels are bigger than horses, especially in some vertical industry segments. Global semiconductor giants seem to avoid competitive traps; they don't concentrate resources, duplicate construction, or internal competition. Therefore, Kumamoto's concentrated semiconductor cluster is still far ahead of Korea in testing encapsulated glass substrates, etc. This is also the main reason why I brought out Zamboara for my studies and drinking today. This is not from the Sapporo headquarters, close to what kind of water, but a geothermal water source in Oita, Kyushu.

※Korean media reported that “Singapore Sovereignty Fund Temasek” underscored Samsung and Hynix.

First test in front of the US panel, with a rise before the main Korean target.

◎ Investment focus.

However, Binmei's stock holdings were traded in exchange for blood. After clearing Apple Tesla's holdings and reducing Google's upstart Intel to become the second largest holding target, Di ranked fourth.

◎Geopolitical

※Continued reduction in risk factor weighting for Iran and Israel.

※The crude oil market continues to be turbulent, and the forecasts of major international crude oil production capacity and trading organizations Q2Q3 and even for the whole year are completely opposite. The IEA warns that the Q3 crude oil supply gap is expected to double and reach a 5-year high for the whole year. Meanwhile, OPEC lowered its forecast for an increase in crude oil demand this year. Stakeholder of oil requires careful evaluation.

The above are not investment suggestions, direct quotes, and responsibility.

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