$HACHIとは

On August 22, Canadian Prime Minister Carney announced that trade negotiations with the United States have been suspended. The U.S. plans to impose a 50% tariff on us, and Canada will implement a countermeasure of the same magnitude to protect its workers and businesses. (Jin Shi)

On August 22, Canadian Prime Minister Carney announced that trade negotiations with the United States have been suspended. In response to the U.S. imposing a 50% tariff on Canada, Canada will implement equivalent countermeasures to protect its workers and businesses. (Jin Shi)

On August 22, global markets focused on US debt pressures, AI capital expansion, and the economic game between the US and Iran. After the US Treasury expanded the scale of long-term Treasury bond repurchases, US bond yields briefly fell, but market concerns about fiscal deficits and debt growth pressures remained, which liquidity tools may not alleviate. The US federal government debt has surpassed $40 trillion for the first time, with the 30-year Treasury yield reaching a high not seen since 2007, putting pressure on the global long-term bond market. The minutes from the Federal Reserve's July meeting indicated a strengthening of hawkish sentiment, with more than three voting members supporting interest rate hikes. Some officials expressed concerns that tariffs, energy prices, and investments in AI infrastructure could drive inflation higher. Meanwhile, Federal Reserve Chair Waller suggested that the number of annual meetings could be reduced from eight to six in the future. Gold prices were driven up by a weakening dollar and safe-haven sentiment, breaking through the $4600 per ounce mark this week for the third consecutive week; oil prices rose due to risks in the Strait of Hormuz and expectations of US sanctions on Iran. Geopolitically, US-Iran relations have shifted towards economic pressure, with the US planning to weaken the Iranian economy through expanded sanctions and economic isolation, while Iran is exploring countermeasures against energy transport nodes, making the security of the Strait of Hormuz a market focus. In the tech sector, competition in AI infrastructure continues to escalate. Nvidia has provided guarantees of up to $105 billion for OpenAI's data center project, while Broadcom is planning an AI financing scheme of up to $100 billion. Additionally, Anthropic's revenue has surpassed OpenAI for the first time and plans to advance its IPO, intensifying competition in AI commercialization. In the capital markets, Yushu Technology saw a surge on its debut on the STAR Market, with its market value briefly exceeding 440 billion yuan, significantly boosting the wealth of founder Wang Xingxing. South Korean semiconductor giant SK Hynix announced a share repurchase plan worth about 40 trillion won, and Samsung also plans to enhance shareholder returns. Furthermore, US-Canada trade negotiations have reached a critical window, with the US suspending a proposed 50% tariff on Canadian goods for three days as both sides continue to seek a trade agreement. This week's market core logic still revolves around three major themes: whether US fiscal pressures will worsen, whether AI capital investments will create a new round of asset bubbles, and whether global geopolitical risks will continue to drive up safe-haven assets.