AI Sector High-Level Volatility: How Will It Play Out in H2?

English summary

New Narrative of Chinese White Goods Going Overseas and Climate Value Revaluation; Oil Shipping Sector May Benefit Both Ways at the Crossroads of Middle East Conflict; Re-analyzing Humanoid Robot Investment Logic Under Physical AI; Under Market Rebalancing, What Opportunities Are There in Light Industry, Retail, and Beauty? Apple Rises, Nvidia Faces Doubts; Korean Stocks Fall, Hong Kong Stocks Rise; Tungsten Hexafluoride - Strategic Core Material with Improving Supply-Demand; HIFIMAN: Rare Global-Impact Hi-Fi 'Little Giant' with Full-Chain Self-Developed High-End Brand; Outbound BD Activity Rises, Global Value of Sci-Tech Pharma Accelerates to Manifest