星球午讯

1. Chip stocks rebound fails to ease concerns, short selling scale in Korea market continues to climb;

2. Duan Yongping reduced holdings in Nvidia and Google in Q2, opened new position in Alibaba;

3. Serenity: AI supply chain boom is far from over, long-term demand may surge in storage, packaging, power and other segments;

4. Morgan Stanley increased its BTC holdings by approximately 111 coins again, pushing total holdings above 6,600 for the first time;

5. Gaoyi Asset Management adjusts Q2 positions: Micron and SanDisk significantly increased, Nvidia and other tech stocks reduced;

6. Harvard University holds $2.2 billion position in SpaceX;

7. SEC reviews Cboe's listing applications for six 3x leveraged commodity ETFs, covering Bitcoin and Ethereum.