下周必关注｜海力士即将赴美上市；SpaceX将被纳入纳斯达克100指数；（7.6-7.12）
- Core View: The coming week (July 7-12) will see several major market events, including a wave of research reports following the end of SpaceX's IPO quiet period, potential releases of AI models such as GPT-5.6 and Gemini 3.5 Pro, the release of the Federal Reserve's monetary policy meeting minutes, and SK Hynix's Nasdaq listing. These events are set to significantly impact the pricing of related assets and market sentiment.
- Key Factors:
- SpaceX will be added to the Nasdaq 100 index on July 7, 2026, and its IPO quiet period ends next Tuesday, after which underwriting banks will publish research reports that are expected to influence its stock price valuation.
- According to market rumors, OpenAI may release GPT-5.6 to the public between July 7-9, while Google DeepMind has tentatively scheduled the release of Gemini 3.5 Pro for July 17, though neither has been officially confirmed.
- At 02:00 Beijing time on July 9, the Federal Reserve will release its monetary policy meeting minutes. On the same day, the U.S. will also release initial jobless claims data, affecting market expectations for the interest rate path.
- SK Hynix's ADR will begin trading on the Nasdaq on July 10, with plans to raise approximately $29.4 billion. The funds will be used for domestic capacity expansion in South Korea.
- Berachain will undergo a PoL Next upgrade on July 7 and discontinue the BGT token; Bitcoin L2 network Botanix has announced its closure, requiring users to withdraw assets before July 9.
- The U.S. is in talks with AI companies and could announce voluntary standards for creating new models as early as next week, in order to implement relevant executive orders and regulate the AI release process.
Key Highlights Next Week
July 7
SpaceX to Join the Nasdaq 100 Index on July 7, 2026;
IPO Quiet Period Nears End, Wave of SpaceX Research Reports to Influence Market Pricing;
July 9
Federal Reserve to Release Minutes of Monetary Policy Meeting on July 9;
US to Release 'Initial Jobless Claims for the Week Ending July 4' on July 9;
July 10
SK hynix Files Prospectus with SEC, ADR to List on Nasdaq on July 10;
July 11
US-Iran Talks to Take Place in Pakistan on July 11;
From July 6 to July 12, detailed previews of other noteworthy industry events are as follows.
July 6
None
July 7
SpaceX to Join the Nasdaq 100 Index on July 7, 2026
Odaily Planet Daily News: Nasdaq Exchange: SpaceX (SPCX.O) will join the Nasdaq 100 Index on July 7, 2026. (Jin10)
IPO Quiet Period Nears End, Wave of SpaceX Research Reports to Influence Market Pricing
Odaily Planet Daily News: Since SpaceX's record-breaking IPO last month, investors have largely been in the dark, lacking sufficient financial projections to judge the stock's fair value. This situation will change next week when the quiet period ends for analysts at banks underwriting SpaceX's $86 billion IPO.
The IPO was led by Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase, with 18 other banks participating. Starting next Tuesday, investors can expect a flood of new research reports, price targets, and growth forecasts that will help shed light on SpaceX's stock price trajectory in the short term and over the coming years.
Art Hogan, Chief Market Strategist at B. Riley Wealth, said, "Everyone is talking about what this company might become in 2030, rather than what it can do in the next 12 months... This is an investment looking toward a better future, but it still needs to focus on the next four years." (Jin10)
Rumor: GPT-5.6 Could Open to the Public as Early as July 7, Gemini 3.5 Pro May Launch on July 17
Odaily Planet Daily News: Tech blogger Leo revealed that OpenAI may release GPT-5.6 to the public between July 7 and 9, with the earliest possible date being July 7. Sources indicate that the new model's usage tiers will be more generous, and OpenAI is further strengthening its security protocols before the launch.
Additionally, according to sources, Google DeepMind has tentatively scheduled the release of Gemini 3.5 Pro for July 17. Another tech blogger, Astro Polo, stated that Gemini 3.5 Pro will support a 2 million token context window, doubling the 1 million token context currently supported by Claude Sonnet 5, Claude Opus 4.8, and Claude Fable 5, making it more suitable for processing large codebases, lengthy documents, and long conversations.
Note: The above information is market speculation and has not been officially confirmed by OpenAI or Google DeepMind.
Berachain to Undergo PoL Next Upgrade on July 7
Odaily Planet Daily News: Berachain will undergo its PoL Next upgrade on July 7, during which the BGT token will be deprecated.
July 8
The Interfold to Auction FOLD Tokens via Uniswap CCA on July 8
Odaily Planet Daily News: Privacy infrastructure project The Interfold will auction FOLD tokens via Uniswap CCA. The pre-bidding and KYC verification window will be open from July 6 to 7; the auction will commence on July 8 at 22:00; the auction ends on July 10 at 22:00, after which successful participants can claim tokens via the Uniswap interface. FOLD tokens have a 40-day cooling-off period after the auction, during which they can only be used for Ciphernode staking and cannot be freely transferred.
Participants must complete KYC verification via Predicate. The auction uses a uniform clearing price mechanism; bidders can set a maximum FDV and budget. Any portion of the bid exceeding the clearing price can be withdrawn and re-bid. Token transfer restrictions are expected to be lifted around August 19, coinciding with the TGE.
July 9
Federal Reserve to Release Minutes of Monetary Policy Meeting on July 9
Odaily Planet Daily News: At 02:00 Beijing time on Thursday, July 9, the Federal Reserve will release the minutes of its monetary policy meeting.
US to Release 'Initial Jobless Claims for the Week Ending July 4' on July 9
Odaily Planet Daily News: At 20:30 Beijing time on Thursday, July 9, the US will release the 'Initial Jobless Claims for the Week Ending July 4'.
LayerZero to Upgrade Default DVN Configuration to 3-of-3 on July 9
Odaily Planet Daily News: LayerZero will upgrade its default DVN configuration to 3-of-3 on July 9 and plans to deprecate v1 relayers. This change only affects applications using default settings and is expected to cause a brief interruption of approximately 15 minutes.
Bitcoin L2 Network Botanix Announces Shutdown, Users Must Withdraw All Assets by July 9
Odaily Planet Daily News: Bitcoin L2 network Botanix has decided to shut down. Botanix urges community users to withdraw their Bitcoin and other assets before July 9, 2026. After July 9, the coalition will sweep the remaining Bitcoin, and any other assets or tokens on the network will be unrecoverable.
Botanix revealed that it originally planned to eventually launch a token, but the overall performance of token launches over the past year failed to meet the expected model results. Simultaneously, structural and economic factors—including demand for Bitcoin in DeFi, the shift of on-chain economic activity towards platforms with user relationships, and network fee revenues being insufficient to cover infrastructure costs—collectively led to the cessation of this experiment.
July 10
SK hynix Files Prospectus with SEC, ADR to List on Nasdaq on July 10
Odaily Planet Daily News: On June 30, SK hynix submitted an F-1 prospectus to the U.S. Securities and Exchange Commission (SEC), planning to list on Nasdaq by issuing American Depositary Receipts (ADRs). The offering aims to raise approximately 45.45 trillion Korean won (about $29.4 billion), potentially one of the largest ADR issuances in history. All proceeds from this offering will be used to expand domestic production capacity in Korea, including the Yongin wafer fab, the Cheongju advanced packaging line, and investments in EUV and related equipment.
The transaction is jointly underwritten by Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase. A total of 17.79 million new shares will be issued (representing 2.5% of its total issued shares), trading under the ticker SKHY. According to the timeline, the ADR is expected to begin trading on Nasdaq on July 10.
Adam Back's BSTR and Cantor SPAC Merger Vote Delayed to July 10
Odaily Planet Daily News: The shareholder vote on the merger between Adam Back's Bitcoin Standard Treasury (BSTR) and Cantor Equity Partners I has been further delayed to July 10. Upon completion of the merger, BSTR could purchase over 25,500 BTC.
Odaily Planet Daily News: Malta's financial regulator is exploring bringing parts of DeFi under its regulatory scope, with the deadline for the discussion paper set for July 10.
July 11
US-Iran Talks to Take Place in Pakistan on July 11
Odaily Planet Daily News: According to reports from Saudi media outlets Hadath and Al Arabiya, talks between the US and Iran will take place in Pakistan on July 11. (Jin10)
July 12
DeFi App Legend to Gradually Shut Down Company, App to Go Offline on July 12
Odaily Planet Daily News: DeFi application Legend posted on platform X, stating that after two years of development, it has decided to gradually shut down the company. The team noted that the product failed to achieve the scale necessary for long-term sustainable development. The Legend app will remain operational for the next 60 days and will go offline on July 12. New user registration has been suspended as of today. The team advises existing users to withdraw their funds before the app closes. Relevant documentation will be retained for 60 days after the app goes offline.
Others (Specific Date TBD)
Odaily Planet Daily News: The US government is in advanced talks with AI companies and plans to announce voluntary standards for the creation and release of new models as early as next week.
The standards will set benchmarks for models with cutting-edge cyber capabilities and establish a release schedule to streamline future model launches. This move aims to implement the US President's executive order on AI from last month. US officials will also clarify access rights for advanced AI models both domestically and internationally, a step that could lay the groundwork for a global framework, including US allies.
Previously, the US government had intervened in the release of new tools by Anthropic and OpenAI. Anthropic's latest model was subject to export controls on June 12 due to concerns over cybersecurity risks, but those restrictions were lifted on Tuesday. Currently, AI lab technical teams and government officials are meeting regularly to reach a consensus. (FT)
