The petrochemical supply chain has descended into chaos, and Japan’s 'semiconductor star stock' has suspended accepting orders for some of its business.

① As navigation through the Strait of Hormuz continues to be disrupted, signs of disorder in Japan's petrochemical industry chain are intensifying. TOTO, which has been hyped as an AI infrastructure and storage concept stock this year, has suspended orders for modular bathrooms due to a shortage of organic solvents; ② Meanwhile, the tightening supply of naphtha is further impacting the availability of home furnishings, resins, and aluminum materials, potentially leading to shortages of medical consumables such as dialysis tubing, highlighting the accelerated global diffusion of Middle Eastern energy shocks into physical industrial chains.

cls.cn03:47

The 'post-war trading boom' is here! Wall Street hails the golden age of commodities, while emphasizing semiconductors, consumer goods, and Chinese technology.

The steepening of the long-term government bond yield curve, consumer sectors, semiconductor sectors, and Chinese technology stocks, coupled with a broader backdrop assessment — namely, that global equity markets are unlikely to enter a deep bear market due to policy support — constitute, in Bank of America's view, the core trading themes second only to commodities within the framework of 'post-war trading trends.'

Zhitong FinanceApr 10 23:20

A $15 billion high-stakes gamble pays off? Meta releases its first major AI model, Muse Spark.

Muse Spark is the first model released by Meta since the establishment of its 'Super Intelligence Lab' and also the first model launched since the company recruited Alexandr Wang, the founder of Scale AI, to lead the team last year. This marks a shift from Meta's open-source strategy to a closed-source approach. The model focuses on being compact and high-speed, with direct integration into social media platforms such as Facebook, emphasizing AI-powered shopping assistance. Meta acknowledged that some of its capabilities are inferior to models like ChatGPT, positioning it as an entry-level model. Following the announcement, Meta’s stock price surged by up to 9.5%.

wallstreetcnApr 9 02:35

Semiconductor Foundry Market to Cross USD 266B by 2031, Advancing at 7.61% CAGR, Reports Mordor Intelligence

PR NewswireApr 8 23:00

Sector Update: Tech Stocks Rise Premarket Wednesday

MT NewswiresApr 8 21:10

United Microelectronics Posts Higher March Sales and Details Derivatives Position

TipRanksApr 8 18:27