Recently, volatility in the semiconductor sector has intensified. NVIDIA CEO Jensen Huang publicly declared in Seoul, 'Now is a great opportunity to buy at a discount,' asserting that AI infrastructure is still in its early stages, drawing significant investor attention. Meanwhile, SpaceX's IPO has entered its final countdown, with its shares expected to start trading on June 12.

Meanwhile, the U.S. May CPI data is scheduled for release on June 10—can the semiconductor sector sustain its upward momentum? As SpaceX redefines valuation benchmarks for hard tech and future-oriented industries, will it reignite investor enthusiasm across the space economy, satellite communications, and the broader AI investment chain?

How do you plan to position your portfolio this week?