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7:00 (UTC+8)-12:00 (UTC+8) Keywords: US Treasury, South Korea KOSPI, Ondo1. US Treasury yields fell across the board;2. Rubio: The Strait of Hormuz must remain open at all costs;3. South Korea's KOSPI Index surpassed 8,100 points, hitting a new all-time high;4. Ondo Finance founder Nathan Allman passed away unexpectedly;5. Cathie Wood: The Bitcoin bull market target price in the next 5 years is $1.25 million;6. Goldman Sachs CEO dismisses AI 'job apocalypse', says AI will boost productivity and create new jobs;7. Arthur Hayes: Monetary privacy will be 'very necessary', therefore Zcash is his second largest holding.

Experts: The Federal Reserve Faces Key Challenges in Its New Cycle, Coordination with the Treasury Is Crucial

BlockBeats news, on May 26, the new stock guru Serenity posted on social media that, although WIN Semiconductors (3105) is rarely mentioned in photonics analyst reports, it is expected to become the key bottleneck in mass production of lasers next year, and thus holds significant value due to differences in market expectations. Advanced Wireless Semiconductor Company-KY (6451) has recently demonstrated gradual technical momentum and has started to show allocation value in the current bull portfolio. With the Taipei International Computer Show (Computex) and the NVIDIA Technology Summit being held one after another, AccuPhotonics (3363) and MSSCorp (6830) are likely to draw focused attention from institutional investors. In addition, although New Prosperity (8147) has been temporarily affected by asset disposal events, once the related uncertainties are resolved, its medium- to long-term valuation recovery potential is considerable, with the possibility of tripling in value. The above stocks are currently core long targets with key allocation value in the CPO industrial chain, and given current valuation levels, the allocation cost-performance stands out. BlockBeats note: Serenity is a senior trader with significant influence on Reddit's WallStreetBets (WSB) section, having achieved a cumulative investment return of more than 38 times this year. All of their core research findings are consistently published for free, with the research framework focusing on critical supporting links in the NVIDIA AI chip industry chain. By thoroughly combing through the indispensable "screw"-type components in chip manufacturing and packaging processes, they accurately identify key chokepoints in the supply chain and thus find upstream stocks with scarcity and bargaining power to include in their portfolio.