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Glonghui June 23 | The Seoul Composite Index in South Korea fell by 2%.

Odaily reported that the “new stock god” Serenity posted on X, expressing curiosity about how investors would feel after missing out on the AI super cycle. Serenity believes that photonics, memory, and Neocloud (represented by Nebius (NBIS), a new cloud computing service provider) are all likely to benefit from the development opportunities brought by the AI super cycle. Serenity also joked that some investors are still holding IREN, which has an "endless $600 million ATM financing capability," while ignoring potential opportunities within the AI industry chain.

According to risk assessments based on 41 years of satellite imagery data, the Sahel region, Southern Africa, South Asia, Southeast Asia, the Central American Dry Corridor, and the Caribbean have been identified as the highest-risk areas, with some farmlands and pastures facing over a 50% probability of drought occurring in the coming months. The Food and Agriculture Organization pointed out that global temperatures are currently higher than usual, widespread conflict and food insecurity issues persist, and this round of El Niño will have an even more severe impact on vulnerable regions. (CCTV News)