【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：

Jun 14 | OLIVER @oliver31873217 F1 Live Highlights🎬 While the World Cup is in full swing, the F1 season is also entering a key stage in Europe. In this session, OLIVER broke down the championship picture through points gaps and the remaining calendar. Mercedes lead clearly in the Constructors’ race, while the Drivers’ title remains open. OLIVER has been involved in F1 content for years. His live streams are not just about following the race lap by lap, but about understanding team form and the championship storyline clearly. OLIVER will continue covering the F1 European Leg on BillionLive. #Billionlive# Beyond streaming 6月14日 OLIVER @oliver31873217 F1 直播切片来了🎬 世界杯正如火如荼，F1 赛场也进入欧洲赛季的关键阶段。 本期直播中，OLIVER 从积分差距和剩余赛程出发，分析了本赛季冠军格局。梅赛德斯在车队冠军上优势明显，车手冠军则仍有悬念。 OLIVER 长期深耕 F1 内容，看他的直播，不只是跟着比赛跑完一圈，而是能更清楚地理解车队状态和冠军线索。接下来的 F1 欧洲赛季，OLIVER 将继续在 BillionLive 陪大家关注完整赛季。 看直播，玩预测，就来 #Billionlive#