Mengamati divergensi di teknologi Tiongkok vs. komoditas

That's a good observation. I'm wondering if the strength in commodities might also be tied to the weakening dollar, adding another layer to the inflation narrative you mentioned.

I've noticed that too. The divergence definitely highlights how fragmented market narratives can be at the moment. Worth keeping an eye on whether that gap closes or widens, as it'll say a lot about investor sentiment on both fronts.