Christy Tan

What we saw this morning, that market's still very sensitive.

I would be enthusiastic and careful at the same time.

These markets are winners from AI capex, but they are also concentrated, especially in Taiwan.

For Korea, the structural discount has narrowed, but that's not close totally.

What we saw this morning, that the market is still very sensitive.

I would be enthusiastic and careful at the same time.

These markets are winners from AI capex, but they are also concentrated, especially in Taiwan.

For Korea, the structural discount has narrowed, but that's not close totally.

What we saw this morning, that the market is still very sensitive.

I would be enthusiastic and careful at the same time.

These markets are winners from AI capex, but they are also concentrated, especially in Taiwan.

For Korea, the structural discount has narrowed, but that's not closed totally.

What we saw this morning, that market is still very sensitive.

I would be enthusiastic and careful at the same time.

These markets are winners from AI capex, but they are also concentrated, especially in Taiwan.

For Korea, the structural discount has narrowed, but that's not close totally.