【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：

$黄金时代 1.7m dyor 0x25953078ab08b6738be8a572c2a123d019627777 okx wallet: The Golden Age appeared on the White House website The token's LP is XAUt, a digital asset backed by physical gold Coincidentally, Binance has been promoting Stock Meme recently, so this also rides on that trend The above content is entirely my personal understanding and analysis (dyor). If you have other opinions, feel free to discuss them in the comments