Group 1 - The core viewpoint is that the storage industry has fully entered a seller's market, driven by real demand from AI and limited cleanroom space [1] - SK Hynix indicated that current DRAM and NAND inventory is only about 4 weeks, with no customers able to fully meet their demand [1] - The extreme shortage of standard DRAM is significantly enhancing suppliers' bargaining power, leading to long-term contract negotiations to secure future supply [1] Group 2 - The demand from AI and supply bottlenecks are resonating, causing storage chips to enter a comprehensive "seller's market" [1] - SK Hynix clearly stated that this year, all customers' demands cannot be fully satisfied, and price increases are inevitable [1]

Economies.com的分析师今日最新观点：现货 黄金价格大幅上涨，成功突破了5100美元的阻力位，这一 水平正是我们此前分析中所设定的目标价位。本次突破清晰反映出市场风险偏好的明显改善，尤其是在 价格稳定于EMA50均线之上所形成的动态支撑的推动下，进一步强化了多头动能。 ...

韩国KOSPI指数转跌，回吐早盘2.12%的涨幅。 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the Hong Kong stock market's non-ferrous metal sector, driven by rising prices of precious and industrial metals amid increasing global risk aversion and domestic economic recovery expectations [1][2] - International gold and silver prices are rising, supported by heightened global risk aversion, which has led to increased market attention on companies with gold resources and smelting advantages [1] - The overall non-ferrous metal sector is experiencing a simultaneous increase in volume and price, becoming a standout segment in the cyclical recovery of the Hong Kong market [1] Group 2 - According to a report from Zhongyin Securities, the market is expected to enter a second phase of a bull market by 2026, characterized by profit-driven price increases, with the strong cyclical nature of non-ferrous metals likely to be fully realized [1] - Goldman Sachs predicts that central bank gold purchases and increased allocations by private investors betting on Federal Reserve rate cuts will drive gold prices to $5,400 per ounce by the end of 2026, indicating a clear long-term upward trajectory [2] - The current rally in non-ferrous metals is driven by three main factors: expectations of Federal Reserve rate cuts, central bank gold purchases, and increased demand for safe-haven assets, suggesting sustained upward momentum for the sector [2]

澳大利亚S&P/ASX200指数2月23日(周一)收盘下跌55.40点，跌幅0.61%，报9026.00点。 本文源自：金融界AI电报 ...

若要澳大利亚央行3月份加息尚存可能，那么周三公布的澳大利亚1月份月度通胀数据就需要出现意外上 行。鉴于就业市场持续收紧，且失业率远低于现有对充分就业的估计，有理由认为澳大利亚央行在2月 份加息后，应紧接着在3月中旬再次加息。但更有可能的是，澳大利亚央行将淡化月度CPI数据的作 用，而选择等待4月下旬更全面的季度CPI数据。 ...

尽管美国最高法院裁决美国《国际紧急经济权力法》没有授权总统征收大规模关税，但美国贸易代表杰 米森·格里尔22日仍维护其强硬的贸易政策。格里尔在接受电视节目采访时称，特朗普政府将继续推行 其关税政策，美国不会退出和英国、欧盟、日本、瑞士等已经达成的贸易协议。 ...

英国外交、联邦及发展事务部在一份声明中表示，建议除必要出行外，不要前往墨西哥部分地区。该旅 行警示涵盖以下州：下加利福尼亚州、奇瓦瓦州、锡那罗亚州、塔毛利帕斯州、萨卡特卡斯州、瓜纳华 托州、米却肯州、哈利斯科州、科利马州、格雷罗州及恰帕斯州。英国提到，哈利斯科州全境均发生过 安全事件。 ...

Economies.com的分析师今日最新观点：布伦特原油 期货价格回落，试图寻找一个更高的回调低点，以 此作为基础，助力其获得所需的多头动能，从而实现反弹并再次上涨。在短期内，主要多头趋势依然占 据主导地位，且价格持续运行在EMA50均线之上，进一步增强了其短期内反弹的可能性。与此同时， 相对强弱指标在消化超买状态后，已出现积极的重叠信号，这为布伦特原油期货实现新的涨幅提供了有 力支撑。 ...

惠誉：孟加拉国近期政治和政策不确定性降低，可能有助于宏观经济稳定改善。孟加拉国改革的落实是 关键。 ...