


AI investment sentiment is shifting from a phase rewarding capital expenditure expansion to one scrutinizing cash flow consumption.
CleanCore’s $100 million stock offering lifted outstanding shares 121.9% to 502.1 million; warrants could push the total above 1 billion.
The market trend of indiscriminately buying AI semiconductors and tech stocks is weakening. After a significant reassessment of the AI supply chain in the first half of the year, institutional funds are moving out of small AI stocks and into finance and...
As the cost of procuring US dollars rises, the issuance of bonds denominated in Chinese yuan and Hong Kong dollars is rapidly increasing. Issuers are looking to reduce their dependence on dollar bonds and find relatively lower-cost funding currencies.
On the 24th, the domestic short-term money market is expected to see reserves turn into a surplus due to inflows from fiscal measures and early redemption of government bonds. The total increase in reserves is estimated at 10 trillion won, while the decrease factors...