Odaily星球日报讯 据市场消息：特斯拉(TSLA.O)表示，TeraFab 将在得州格赖姆斯县建设，特斯拉和 SpaceX 所需的芯片数量将远超当前及未来全球生产能力。(金十)
Odaily News: According to MSX.COM data, the Nasdaq index has turned positive, now up 0.2%, after previously falling 0.5%. The Philadelphia Semiconductor Index has also turned positive, after previously dropping 2%. Nvidia is up 2%, with its stock price reaching a 2-month high.
Odaily reported that Michael Saylor posted on platform X, stating that Bitcoin is digital capital and AI is digital intelligence. He discussed with Steven Bartlett how the two are reshaping money, business, markets, work, and the future.
Odaily星球日报讯 MSX.COM 데이터에 따르면, 미국 주식 광통신 섹터가 장 초반 하락세를 보이며 Coherent가 3% 이상 하락했고, Lumentum, 마벨 테크놀로지가 2% 이상 하락했으며, 코닝이 1% 이상 하락했다.
Odaily News: Plume announced that it has joined the Depository Trust & Clearing Corporation (DTCC) Digital Asset Solutions Industry Working Group. The working group aims to provide feedback on DTCC's tokenization services and foster ongoing, in-depth dialogue to drive the widespread adoption and innovation of digital assets.
Odaily星球日报讯 根据 MSX.COM 数据，美股软件类板块盘初走低，因 AppLovin 营收不及预期，甲骨文跌超 3%，Salesforce 跌近 4%，ServiceNow 跌 3%，Adobe 跌 2.6%。
Odaily星球日报讯 根据 MSX.COM 数据，费城半导体指数开盘下跌 1.5%。成分股方面，英伟达股价上涨 0.93%，台积电股价下跌 0.72%，博通股价下跌 0.32%，美光科技股价下跌 5.91%，超威半导体股价下跌 1.26%，阿斯麦股价上涨 0.51%。
Odaily星球日报讯 根据 MSX.COM 数据，美股存储板块跌幅居前，费城半导体指数下跌 1.52%，美光科技下跌 5.93%，SK 海力士下跌 8.08%，闪迪下跌 12.54%，西部数据下跌 19.46%，希捷科技下跌 7.44%。
Odaily星球日报讯 交易员们对押注标普 500 指数进一步上涨的期权需求旺盛，周二，该基准股指的看涨期权合约成交量超过 400 万份，创下历史新高，而看跌期权的成交量则与平均水平持平。
Simplex Trading 交易员 Jason Coogan 表示，截至周二的两天内，市场出现了“订单单向流入”的局面。分析师 Tanvir Sandhu 表示：“期权市场正在反映出投资者的 FOMO（害怕错过上涨行情）情绪。投资者目前似乎更担心错过下一轮上涨，而不是防范市场回调，这一点体现在期权偏斜度的大幅变化上。即使股市持续上涨，对看涨期权的强劲需求仍在支撑隐含波动率保持坚挺。”
Odaily星球日报讯 Bitmine 董事长、Fundstrat 联合创始人 Tom Lee 表示，标普 500 指数有望在 8 月达到 7900 至 8000 点区间，较周三收盘水平最高仍有约 3.6%的上涨空间。
Lee 认为，推动美股继续走高的主要因素包括强劲的技术面动能、企业盈利加速增长以及市场上涨范围扩大。他继续看好半导体、软件、以太坊以及“七巨头”（Magnificent Seven）科技股，认为人工智能驱动的盈利增长将持续改善市场对 2027 年企业盈利预期。
Lee 表示，随着 AI 相关投资持续推动企业效率提升和利润增长，市场可能进一步上调未来盈利预测，为美股上涨提供支撑。(CNBC)
Odaily News: According to market sources, the Optimism Foundation has announced its OP supply plan, with approximately 343 million new tokens expected over the next year.
