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02:01
Barclays: Storage supply-demand imbalance may persist until 2027, sets SanDisk target price at $2,300
格隆汇 May 28|Barclays analyst Tom O’Malley has significantly raised the target price of SanDisk from $1,200 to $2,300, upgrading its rating from “Neutral” to “Overweight”. The memory and storage segment is entering a new development phase driven by long-term contracts, tightened supply, and unprecedented pricing visibility. Barclays calls the memory and storage sector the most attractive vertical outside of accelerators and points out that the current supply and demand imbalance may last until 2027. The bank sees SanDisk as one of the biggest beneficiaries of this round of industry transformation.
02:01
ETH swing whale nemorino.eth concludes swing trading worth $16.74 million, incurring a loss of $480,000
Foresight News reports that, according to monitoring by @ai_9684xtpa, the ETH swing whale nemorino.eth ended a two-day swing of ETH worth 16.74 million US dollars eight hours ago. The average buying price was 2,117.46 US dollars, and the average selling price was 2,056.86 US dollars, resulting in a loss of 60.6 US dollars per ETH, with a total loss of 480 thousand US dollars.
02:00
South Korea's antitrust agency restructures investigation department to strengthen regulation of conglomerate groups and platform enterprises
```htmlGolden Ten Data reported on May 28 that South Korea's antitrust regulator will establish a new investigative department dedicated to investigating platform companies and large conglomerates, effectively restoring similar functions after its original investigative bureau was abolished 21 years ago. The chairman of the Korea Fair Trade Commission (FTC), Ju Biung-ghi, stated that as cases related to platforms have become increasingly complex, the current system of investigating and penalizing different parts of large cases separately may underestimate the overall seriousness of the issues. For conglomerate groups accused of unfair conduct during intergenerational business succession, regulatory oversight also needs to be strengthened. The Korea Fair Trade Commission plans to establish a new department consisting of 40 people focused on economic and data analysis to enhance its infrastructure and analytical capabilities.```
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