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Today · 2026-08-05 · Wed

ALL OVER THE UNITED STATES AND ACROSS THE COUNTRY, PROTEST AGAINST THE DISORDERLY EXPANSION OF THE AI DATA CENTRE

On 20 July, according to Reuters, at least 125 sites across the United States, led by civil society organization Humans First, held a simultaneous protest on Saturdays of local time against the uncontrolled expansion of the AID data centre and its violation of the livelihood rights and interests of the population. The protests focused on the chain problems caused by the construction of the information centre. Despite a strong backlash by the population, some local officials have entered into confidential agreements with developers and have been released for the project without public supervision, resulting in soaring community electricity costs, diversion of water resources and deterioration of the environment. According to the Reuters poll last month, only 33 per cent of respondents felt that the overall benefits of the rapid construction of the resource centre outweighed the disadvantages, and only 14 per cent supported the construction of the centre in their own communities. The organization makes four core demands: ensuring that development processes are open and transparent, protecting local resources and the environment, sharing development dividends such as high-paying trade union positions with communities, and putting in place strict accountability mechanisms to prevent developers from making promises to skip tickets。

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Mitsubishi yen: the rebound in oil prices could put pressure on Asian currencies

In a study, the Mitsubishi Union monetary analyst indicated that the rebound in oil prices could put pressure on Asian currencies. Oil prices rebounded at a time of rising geopolitical risk premiums and declining oil rotations in the Strait of Hormuz. Asian currencies such as Thai baht and Indian rupee have shown greater sensitivity to the rebound in oil prices, with the exchange rate falling by about 1 per cent against the United States dollar last week. For the Thai baht, downside risk continues to dominate, especially at a time when Thailand ' s balance of payments situation has deteriorated。

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The group rebounded in the chip storage unit, with the co-generation data rising by over 12 per cent and the large-scale micro-up by 6 per cent

ON 20 JULY, LAST FRIDAY, THE COLLECTIVE POOL OF CHIP STOCKS, WHICH RETURNED TO COLLECTIVE CALLS LAST FRIDAY, REBOUNDED THIS MORNING. AMONG THEM, THE CO-GENERATION DATA ROSE BY MORE THAN 12 PER CENT, THE SILICA BY MORE THAN 11 PER CENT, THE SANFU 10CM STOCK BY MORE THAN 8 PER CENT, THE KOSHANG SHARES BY MORE THAN 7 PER CENT, THE PULAU SHARES, THE POWER SOURCE INFORMATION, THE TE PHEN SCIENCE AND TECHNOLOGY BY 7 PER CENT, THE RAINBOW MACROPOWER, THE CRYSTALS, THE GREAT PLU-UW, THE SAGAWA SCIENCE AND TECHNOLOGY BY 6 PER CENT, THE SICHUAN SCIENCE AND TECHNOLOGY, THE DEEP SOUTH CIRCUIT, THE COMMERCIAL ELECTRONICS, THE SCANDING SHARES BY 5 PER CENT, THE NORTH HUAI GANG, THE RICH MICRO, THE MIDDLE CRICKS INTERNATIONAL, THE STATE COVE, THE BOJE SHARES, THE YACHENG ELECTRONICS, THE NEW MATERIALS AND THE TON-FOO. IN INDUSTRY NEWS, PRESIDENT CHOI TAE-JIN OF THE SK GROUP RECENTLY STATED AT A MEDIA SYMPOSIUM AT THE JEJU FORUM THAT GLOBAL SEMICONDUCTOR DEMAND IS EXPECTED TO INCREASE BY AS MUCH AS 60-100% OVER THE CURRENT YEAR, WITH DEMAND FOR THE AI SECTOR AS A WHOLE INCREASING BY AT LEAST 50-60%. HOWEVER, CHOI TAE-JIN WARNED THAT THE NEW SUPPLY TO THE MARKET NEXT YEAR WOULD BE “ALMOST ZERO”, THAT THE SUPPLY AND DEMAND GAP WAS THREATENING TO WIDEN FURTHER AND THAT THE CURRENT SITUATION WITH REGARD TO THE SUPPLY AND DEMAND OF GLOBAL STOCKS OF CHIPS WOULD BE DESCRIBED AS NEAR “DISTURBED”. ON THE BASIS OF THE INFORMATION RECEIVED FROM THE STOCK EXCHANGE, THE SYNDICATE SUNDAY ANNOUNCEMENT STATED THAT THE NET PROFITS EXPECTED TO BE ATTRIBUTED TO SHAREHOLDERS IN LISTED COMPANIES IN THE SEMI-ANNUAL PERIOD 2026 WERE $1.500 BILLION-1900 BILLION, AN INCREASE OF 247.18 PER CENT-339/76 PER CENT OVER THE SAME PERIOD. ON THE BASIS OF Q1 NET PROFITS OF $750.4 MILLION, THE COMPANY ' S NET PROFITS OF Q2 ARE PROJECTED AT $749.6 MILLION - $1,149.6 MILLION, AND THE NET PROFITS OF Q2 ARE PROJECTED TO VARY BY 0-53 PER CENT。

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Iran claims that two tankers exploded while attempting to cross the Strait of Hormuz

In the early morning hours of 20 local time, the Iranian Islamic Revolutionary Guard Corps issued a communiqué stating that in the late night of 19 local time, two tankers, at the instigation of the United States forces and under duress, attempted to pass through the southern channel of the Strait of Hormuz, which was followed by an explosion and prevented from proceeding. The proclamation states that the intervention of the United States forces is devoid of any legal basis and will be severely punished, “as long as the United States continues to commit evil in the region, this route will be unsafe, no vessels transporting oil, gas, etc. will be able to pass safely, and the aggressor army should be prepared to punish its illegal acts of aggression”。

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Chanos: The bulls are willing to pay a premium for their promises, and bears are going to do it. A discount

On 20 July, Jim Chanos, the founder of the Legendary Wall Street, Chanos & Co., stated that the current round of capital investment in infrastructure (AI) had reached an all-time high and that the speed and scale of capital inflows had been recorded, but the economic logic that underpinned it had still not been tested and was worrying. The market is now playing a typical "this dream game" in which investors are willing to pay a premium on the commitments that business depicts, but are less concerned about whether real figures will be met. He warned that hundreds of billions of dollars of capital expenditure, based on short-term spot prices, had been used to underpin 20 years of asset investment decisions, with fundamental time mismatches. The central argument of Chanos is that capital efficiency of super-massive cloud-enders is systematically declining, and this will force operators to make a real strategic shift over the next 12 to 18 months. According to his estimates, in the case of Google, Meta, Amazon, Microsoft and Oracle, the return on incremental investment capital has dropped from 40 per cent about a year and a half ago to about 20 per cent at present; this number is likely to fall further to 10 per cent if capital expenditure continues to increase. Chanos says, “At that point, the business teams of these companies will face the real question of whether we should continue to burn the money or simply buy the national debt?” He expects that this showdown will appear as soon as possible between the end of 2026 and 2027, when it will not be avoided. He summed up his observation of current market pricing logic: in cattle, people were willing to pay a premium for their commitments; in bear, people were willing to make only a realistic discount. We are clearly in the former. Will you go to the latter? I don't know。

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Seong securities: Global financial markets may face a “triple blow”

ON 20 JULY, VISHNU VARATHAN, DIRECTOR OF MACRO-TACTICS FOR THE ASIA-PACIFIC REGION, SIGWIG, NOTED THAT GLOBAL FINANCIAL MARKETS COULD FACE A “TRIPLE BLOW”. FIRST, THE ESCALATION OF THE AMERICAN-ISRAELI CONFLICT IS ON THE BRINK OF WAR IN THE MIDDLE EAST. SECOND, THE MARKET WAS CONCERNED ABOUT THE OVERHEATING OF THE AI VALUATION, CAUSING PANIC IN THE AI AREA. THIRDLY, THE FED HAS ADOPTED A HAWK STANCE FOR FEAR OF HIGH AND PERSISTENT INFLATION. IN VIEW OF THESE TRIPLE SHOCKS, THE THREAT OF A SUMMER COLLAPSE CANNOT BE IGNORED。

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SK CHOI TAE-JIN: NEXT YEAR, THE DEMAND FOR AI CHIPS IS UP TO 100%, THE NEW SUPPLY IS CLOSE TO ZERO, THE STORAGE MARKET IS A MESS

ON 20 JULY, THE GLOBAL WAVE OF ARTIFICIAL INTELLIGENCE CONTINUED TO ENGULF THE WORLD, WITH KOREAN MEDIA REPORTING THAT SOUTH KOREA’S GIANT SK GROUP PRESIDENT CHOI TAE-JIN HAD SPOKEN OUT AT THE JEJU FORUM’S MEDIA SYMPOSIUM, AND THAT GLOBAL SEMICONDUCTOR DEMAND FOR THE NEXT YEAR WOULD BE ON THE RISE, WITH DEMAND IN THE AI FIELD PROJECTED TO INCREASE BY 60-100 PER CENT MORE THAN THIS YEAR, AND DEMAND FOR THE ENTIRE SEMICONDUCTOR PRODUCT AT LEAST 50-60 PER CENT. HOWEVER, CHOI TAE-JIN WARNED THAT THE NEW SUPPLY TO THE MARKET NEXT YEAR WOULD BE “ALMOST ZERO”, THAT THE SUPPLY AND DEMAND GAP WAS THREATENING TO WIDEN FURTHER AND THAT THE CURRENT SITUATION WITH REGARD TO THE SUPPLY AND DEMAND OF GLOBAL STOCKS OF CHIPS WOULD BE DESCRIBED AS NEAR “DISTURBED”. HE REVEALED THAT, AS GLOBAL CONSORTIA COMPETED WITH TECHNOCRATS TO ENSURE THE AVAILABILITY OF CHIPS, COMPANIES WERE NOW UNDER CONSIDERABLE LOBBYING AND PRESSURE TO STRESS THAT THE STORAGE OF CHIPS WAS NO LONGER A BUSINESS ISSUE, BUT A DIRECT NATIONAL SECURITY CONCERN. HE NOTED THAT GOVERNMENTS HAD TO FIND WAYS TO OBTAIN CHIPS FOR THEIR OWN ENTERPRISES IN ORDER TO SUSTAIN PRODUCTION. CURRENT PRESSURES ARE CONCENTRATED ON THE CORPORATE LEVEL, BUT IT IS BELIEVED THAT IN THE FUTURE THE REPUBLIC OF KOREA MAY ALSO FACE PRESSURE FROM OTHER COUNTRIES。

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A-share oil coatboards were lifted and shipping in the Straits of Hormuz stopped due to United States provocation

According to early releasein A, the A-share oil coats were soared that Keli Co. increased by 8 per cent, Tongyuan Petroleum by nearly 5 per cent, and Zhongman Petroleum, China Oilfield Services, Zhongyou Engineering, Beiken Energy and Qianeng Hengxin all increased. Shipping in the Straits of Hormuz has ceased as a result of the provocation of the United States。

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Moonshot issued a fish e-mail warning to alert users to false mail

Moonshot sent a reminder that some users received a fishing e-mail on the theme “Looking at recent events”. The e-mail, which did not come from Moonshot, was not found to have been misappropriated and is under official investigation. Moonshot recommends that users delete emails and do not click on any links. If you have clicked a link or entered a authentication code, support the official contact through the application。

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