① Before the US stock market, the futures of the three major US stock indexes rose sharply. As of press release, Dow futures were up 0.40%, S&P 500 futures were up 0.52%, and NASDAQ futures were up 1.06%. ② The German DAX index rose 0.52%, the British FTSE 100 index fell 0.12%, the French CAC40 index rose 0.59%, and the European Stoxx 50 index rose 0.49%. ③ WTI crude oil fell 1.81% to $80.30 per barrel. Brent crude oil fell 1.23% to $87.01 per barrel. ④ Goldman Sachs strategist Ben Snider believes that consumer experience stocks, “compound growth” stocks, and merger and acquisition candidates are three investment themes unrelated to artificial intelligence, and they have very little correlation with AI portfolios or momentum factors. Investors are advised to look at investment themes other than AI. ⑤ J.P. Morgan strategists said that AI-related stocks are unlikely to be under pressure for a long time, and it is expected that strong profit growth and improved valuation will re-stimulate demand, especially semiconductor companies. ⑥ K-ASIC emphasized in the recently released “US Semiconductor Industry Trends in the First Half of 2026” report: “The semiconductor industry's competitive focus has shifted from individual chip performance to AI infrastructure.” ⑦ Boeing rose 1.37% before the market, after the CEO said the company expects to have sufficient capital to launch a new aircraft project by 2030. ⑧ SK Hynix's US stock rose more than 6% in the premarket and is now reported at $163.61. Earlier, the chairman of SK Hynix said that demand for AI chips will double next year. ⑨ US space concept stocks rose before the market, SpaceX and ASTS rose 1.5%, and Rocket Lab rose 2.5%.

① Before the US stock market, the futures of the three major US stock indexes rose sharply. As of press release, Dow futures were up 0.40%, S&P 500 futures were up 0.52%, and NASDAQ futures were up 1.06%. ② The German DAX index rose 0.52%, the British FTSE 100 index fell 0.12%, the French CAC40 index rose 0.59%, and the European Stoxx 50 index rose 0.49%. ③ WTI crude oil fell 1.81% to $80.30 per barrel. Brent crude oil fell 1.23% to $87.01 per barrel. ④ Goldman Sachs strategist Ben Snider believes that consumer experience stocks, “compound growth” stocks, and merger and acquisition candidates are three investment themes unrelated to artificial intelligence, and they have very little correlation with AI portfolios or momentum factors. Investors are advised to look at investment themes other than AI. ⑤ J.P. Morgan strategists said that AI-related stocks are unlikely to be under pressure for a long time, and it is expected that strong profit growth and improved valuation will re-stimulate demand, especially semiconductor companies. ⑥ K-ASIC emphasized in the recently released “US Semiconductor Industry Trends in the First Half of 2026” report: “The semiconductor industry's competitive focus has shifted from individual chip performance to AI infrastructure.” ⑦ Boeing rose 1.37% before the market, after the CEO said the company expects to have sufficient capital to launch a new aircraft project by 2030. ⑧ SK Hynix's US stock rose more than 6% in the premarket and is now reported at $163.61. Earlier, the chairman of SK Hynix said that demand for AI chips will double next year. ⑨ US space concept stocks rose before the market, SpaceX and ASTS rose 1.5%, and Rocket Lab rose 2.5%.