A-50 STRAIGHT UP, AND THERE'S A THREE-WAY OUT FRONT

On Friday, the A50 index rises in a straight line, the main shares of A are also group rebounding, and the AI-related plates, such as CPO, liquid cooling, and so on, have grown. At the same time, the Republic of Korea stock was significantly pushed up by a fall, while the Japanese stock market fell significantly. The market’s fear of a full-time fall in the rate of return on US debt after the opening of the Asia-Pacific market, the change in expectations in the US Treasury debt market that opened up the “magic box” of a weak dollar, the promotion of equity valuations, the launch of the South Korean Exchange's sidecar mechanism, the suspension of the KOSDAQ program sale, and, finally, US-light technology suggest that artificial intelligence has fundamentally changed the cyclical nature of the storage industry, which in the past has been mired in a cycle of boom and recession。