【Monthly Market Strategy with Julius Bär】With Korean semiconductor stocks down nearly 50% from their June peak, has the AI correction finally run its course? Where could the next leg of the AI rally come from, and how are China’s cheaper AI models — including DeepSeek’s rumoured new release — reshaping the competitive landscape? 韩国半导体股自6月高位以来已回落近50%，AI板块回调是否已接近尾声？下一轮行情将由哪些领域推动？与此同时，低成本AI模型在中国持续发展，又将为全球AI的竞争格局带来什么变化？ 除AI主题外，市场亦聚焦价值股回归、中国经济增长预期、香港交易所推出五年期中国国债期货，以及黄金和白银强劲反弹等重要议题。 本期《市场透视》播客于2026年8月11日录制 ***2026.08.11录制。英文版并非中文版的英文翻译，有更多的细节讨论*** 节目播客链接：

【Euro Sex Diary】 Thickest Dick 😈🍆🔥 Final Episode Double-Hole Tease (29:58 min) Nelson pounding me from behind felt so deep and intense… so tight! Especially after Sam had just fucked me, switching to this even thicker, bigger cock created an insane contrast that sent me straight to the edge! My eyes rolled back completely—my natural reaction when I’m in pure bliss. Watching my love Sam stare at me getting railed like that, his eyes full of jealousy and arousal… so fucking hot! 🥵👀 Then I told him to lie down—I wanted to ride this massive cock, gripping it tight with my pussy, sliding down inch by inch, taking full control! While I was lost in the rhythm, another wave of pleasure hit from behind… his fingers gently circled my ass, then slowly slipped inside! Oh god, the double stimulation was unreal… the nervousness I always felt about anal melted away, amplified by the orgasm into pure ecstasy! My mind went wild imagining two cocks filling both holes at once… I craved it so badly! (But definitely not one as thick as Sam’s 🤭) After riding to multiple peaks, Sam couldn’t hold back anymore—he needed me on him! Of course, I wanted my man to feel good too, so I climbed on Sam and kept grinding… Nelson immediately pushed his thick cock into my mouth, and I took him deep without hesitation—deepthroating him eagerly! When a man makes me feel this incredible, I always get this urge to give back… even willing to let them go raw and cum inside just to make them explode! 😈💦 More insane details—eyes rolling back, double-hole play, deepthroat swallowing—only in the full final episode! ————————————————— 【欧洲性日记】 最粗肉棒 😈🍆🔥 终结篇 双穴挑逗(29:58 min) 被Nelson从后面猛顶进来……好爽！好紧！ 尤其是刚被Sam操过，再换上这更粗更大的肉棒，那种反差感直接把我推到巅峰！ 我翻白眼翻到失神——这是我最享受时最自然的反应，看着我的爱人Sam盯着我被操成这样，他的眼神又嫉妒又兴奋……太刺激了！🥵👀 然后我要求他躺下，我跨上去骑这根粗到犯规的肉棒，用小穴紧紧夹住它，一寸一寸吞进去，掌控节奏的感觉太爽了！ 正当我沉醉其中，另一种快感突然从后面袭来……他的手指轻轻抚摸我的屁眼，然后慢慢插入！ 天啊，那种双穴被同时刺激的滋味……之前一直紧张的屁眼瞬间被高潮放大，好享受、好想被填满！ 脑子里疯狂幻想：如果有两根肉棒同时插进我的前后穴……内心好渴望！（但肯定不是Sam这么粗的🤭） 骑到高潮迭起，Sam也忍不住了——他要我骑他！ 当然，我也要让我的男人爽！于是我跨上Sam，继续摇晃…… Nelson立刻把那粗大的肉棒塞进我嘴里，我毫不犹豫深喉到底！ 他让我这么爽，我也想让他爽到爆——每次被操到极致，我都有这种冲动：想回馈他们，甚至愿意让他们无套内射，让他们爽死！😈💦 更多疯狂细节、翻白眼高潮、双穴挑逗、深喉吞精……全在终结篇里！