GOLDMAN SACHS CALLED IT A DELEVERAGING OF THE AI DEAL

GOLDMAN SACHS ATTRIBUTED THE MARKET MOVEMENT THIS WEEK TO DELEVERAGING, WITH A 12 PER CENT DROP IN THE GOLDMAN SACHS HIGH BETA POWER MIX AND A 10 PER CENT DROP IN THE AI HEDGE FOR FIVE DAYS. GOLDMAN SACHS STATED THAT THE AI DEAL WAS NOT OVER, THAT STORAGE AND DATA CENTRE PLATES WERE THE MOST TACTICALLY ATTRACTIVE, AND THAT THE SECOND-QUARTER FINANCIAL REPORT AND THE SEPTEMBER INDUSTRY MEETING WOULD SERVE AS A FOLLOW-UP CATALYST. THE SOFTWARE HAS REPLACED SEMICONDUCTORS AS THE MAXIMUM WEIGHT OF A THREE-MONTH DYNAMIC MULTI-HEAD COMBINATION, SEMICONDUCTOR AND AI COMPLEX INTO AN EMPTY-HEAD MIX, AND FUNDS ARE BEING DIVERTED TO BANKS IN EUROPE AND JAPAN, GOLD MINERS AND COPPER MINING UNITS。