US-Japan Alliance Stability and Tech Stock Strength Drive Market: Focus on AI and Digitalization

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US President Trump spoke with Japanese PM Takaichi Sanae, reaffirming the strong US-Japan alliance and engaging in deep discussions on economic and security issues concerning China. This underscores the unwavering strategic focus of the US in the Indo-Pacific region. In the market, semiconductor and memory chip stocks are gaining attention due to the rapid development of AI infrastructure. Nvidia has seen a remarkable 1,440% rise since early 2023, reflecting strong market confidence. Furthermore, investment firms like Bridge Capital have designated TSMC (TSM-US) as their largest new buy target, indicating robust trust in hardware assets. In the healthcare sector, Taiwan shows progress in digital transformation, with 81 hospitals participating in electronic medical record standardization and 29% of liver cancer drug applications submitted using FHIR format, demonstrating data integration potential. Globally, financial markets face downward pressure from inflation and geopolitical tensions (such as the Iran situation), leading to rising bond yields and stock declines. These trends suggest that amidst global political stabilization and technological innovation, investor interest is highly focused on digital infrastructure and hard assets, seeking stable growth opportunities.