South Korea's Ministry of Finance announced restrictions on leveraged trading: Is this a risk or an opportunity?

· The Federal Reserve's July policy meeting: interest rates remained unchanged, while three regional Fed voting members supported a rate hike; the overall statement remained unchanged. This news is positive for the US dollar. · South Korea's Ministry of Finance announced it will restrict trading in leveraged ETFs, increasing related transaction costs. This news is a short-term positive for stocks related to memory chips, semiconductor equipment, and AI computing power. · Two major MLCC manufacturers have raised prices: Samsung Electro-Mechanics will increase prices by 30% starting in August, and Taiyo Yuden will increase prices starting in September. This news is beneficial to Samsung Electro-Mechanics and Taiyo Yuden.