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Although there may have been intervention during Japan's early May holiday, the US dollar rebounded quickly, indicating strong upward pressure on the US dollar and downward pressure on the Japanese yen. The market generally believes that unilateral intervention by Japan has minimal effect. Simply reiterating the G7 statement will only encourage speculators to buy the US dollar and sell the Japanese yen. Since speculators can profit by selling the US dollar during intervention and buying it back after the intervention ends, intervention may actually increase speculator participation, thereby further reducing its effectiveness.

Director of Policy at the South Korean Presidential Office, Kim Yong-beom’s post on Facebook triggered sharp fluctuations in the South Korean stock market on Tuesday, as investors initially struggled to interpret the specific implications of his suggestions. Later, Kim Yong-beom clarified that his intention was to utilize “surplus tax revenue” generated by the AI boom, rather than to impose a windfall tax on corporate profits.

BlockBeats reports that this Friday (May 15) is the statutory deadline for institutional investors to submit their 13F filings and disclose their portfolio changes for the first quarter. Currently, many small and medium-sized institutions have already submitted, but most well-known large institutions and hedge funds have not yet published theirs, which are expected to be released intensively on Thursday and Friday. Key investment entities to watch include: NVIDIA strategic equity investment, 25-year-old Wall Street AI stock prodigy Leopold Aschenbrenner's Situational Awareness LP, and major traditional Wall Street investment institutions such as Vanguard and BlackRock. Portfolio changes from these high-profile institutions will serve as an important market indicator and to some extent determine the next direction in the AI boom.