시장 뉴스

· China, the UK, and Japan all reduced their holdings of US Treasury bonds in June; the yield on the 30-year US Treasury bond rose to 5.31%, a 19-year high. This news is bullish for the US dollar and bearish for the Japanese yen, the euro, gold, and crude oil. · OpenAI has pledged to deploy NVIDIA's AI infrastructure on a large scale by 2030, corresponding to a computing business scale of approximately $600 billion. This news is beneficial to NVIDIA, GPU computing power, and the optical module sector. · Saudi Arabia may be quietly adjusting its oil transshipment strategy from off the coast of Oman. This news is bearish for crude oil.