Huo Xing Finance reports: Over the past week, market focus shifted twice. At the start of the week, U.S. semiconductor and AI-related stocks rebounded from sharp declines, prompting capital to rotate into healthcare and financial sectors. On Wednesday, after Meta announced a substantial capital expenditure plan, concerns over AI valuations and returns were reignited. On Thursday, the selling pressure spread across the entire technology sector, driving safe-haven flows into U.S. Treasuries and the Japanese yen. On the same day, Houthi attacks on Saudi energy facilities pushed Brent crude to a five-month high.
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