【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：

BillionLive Creator Incentive Program: Week 2 Winners Announced 🎬 Last week’s Creator Focus was Cc Egg-Fried-Rice and Molly tested it live, while Player Lao Zhou hosted the Shushu Red Cup on Lao Zhou’s Wonder Night. This week’s highlight reel features standout moments from the Top 3. 👇 Leaderboard: 🥇 Cc Egg-Fried-Rice @Hu12302 (238 USDT + 3,000 Billion Points) 🥈 Molly @Molly9975019573 (138 USDT + 2,000 Billion Points) 🥉 Player Lao Zhou @zhouzhou8199 (100 USDT + 1,200 Billion Points) 4️⃣ Aisi (60 USDT + 900 Billion Points) 5️⃣ Shuishui (30 USDT + 900 Billion Points) 6️⃣-🔟 Duoduo Ya, Jason Photography, Cc...0, Xiaoyouyou, and Xinxin (20 USDT + 550 Billion Points each) A new week of the Creator Leaderboard is now live. The weekly Top 10 will share 666 USDT + 10,750 Billion Points. Content related to this week’s Creator Focus will receive additional weight. Campaign: BillionLive 创作者激励计划第二期优胜创作者公布🎬 上周创作者激励热点聚焦 蛋炒饭与 Molly 第一时间开播实测，带来 上的真实交易体验。玩家老周与社区相约《老周奇妙夜》，「鼠鼠大红杯」顺利举办。 本期切片精选前三名直播精彩瞬间👇 本期优胜榜单： 🥇 Cc 蛋炒饭 @Hu12302 (238 USDT + 3,000 Billion Points) 🥈 Molly @Molly9975019573 (138 USDT + 2,000 Billion Points) 🥉 玩家老周 @zhouzhou8199 100 USDT + 1,200 Billion Points 4️⃣ 艾思 (60 USDT + 900 Billion Points) 5️⃣ 水水 (30 USDT + 900 Billion Points) 6️⃣-🔟 多多吖、Jason 爱摄影、Cc。。。0、小悠悠、心心 (每人获得 20 USDT + 550 Billion Points) 新一期创作者周榜已经开启，每周 Top 10 共同瓜分 666 USDT + 10,750 Billion Points。围绕当周激励热点创作的相关内容，将获得额外权重。 活动链接：

📢 Claude Opus 4.8 is Now Live on the Opus 4.8 brings major improvements in coding and reasoning while maintaining the same pricing as Opus 4.7. Key upgrades include a ~4× reduction in code defect detection failures, more objective progress reporting, and stronger long running task execution capabilities. Whether for API integrations or everyday use through Web Chat, access is now fully available. 🔗 Docs: 🌐 Try now: 📢 Claude Opus 4.8 已在 正式上线 全新 Opus 4.8 聚焦编码与推理能力优化，在保持与 4.7 相同价格的同时，实现了多项关键能力升级。其核心改进包括：代码缺陷检出失败率较 4.7 降低约 4 倍，具备更客观的任务进展反馈机制，并进一步增强了长时间独立执行复杂任务的能力。 无论是 API 开发集成，还是 Web Chat 日常使用，现均已开放使用。 🔗 了解更多： 🌐 立即体验：