Odaily星球日报讯 美股盘前，投资者需重点关注的市场财经要闻如下：
1、美三大股指期货集体上行。道琼斯指数期货涨 1.25%，标普 500 指数期货涨 0.35%，纳斯达克 100 指数期货涨 1.11%。
2、国际油价集体下挫。WTI 原油期货价格跌 3.33%，报 77.663 美元/桶；布伦特原油期货价格跌 2.57%，报 81.621 美元/桶。消息面上，美财长贝森特称，美国可能明日与伊朗达成协议以开放霍尔木兹海峡。
3、国际金银现货集体走高。现货黄金价格涨 0.43%，报 4072.67 美元/盎司；现货白银价格涨 2.72%，报 59.74 美元/盎司。
4、欧洲三大股指集体上涨。英国富时 100 指数涨 0.34%，法国 CAC40 指数涨 0.32%，德国 DAX30 指数涨 0.82%。
5、美股光通信板块盘前大幅拉升，Coherent 涨超 13%，Lumentum 涨超 12%，康宁、迈威尔科技涨近 8%。存储股普涨，闪迪涨超 5%，美光科技、SK 海力士涨超 4%。
6、AI 应用股 Palantir 盘前大涨 15%。公司二季度营收 19.4 亿美元，高于市场预期，并上调全年营收指引至 81.5 亿-81.6 亿美元。
7、全球最小 GPU 芯片 TinyGPU v2.0 据悉通过实机测试。该芯片约有 24 万个晶体管，具备 4-bit 双缓冲，以及存储在 QSPI RAM 中的 8-bit 深度缓冲。
8、SpaceX 正在设计其卫星系统，以适应由人工智能、机器学习和边缘计算驱动的数据需求的爆炸式增长，其目标是部署一个最多达一百万颗卫星的系统。与此同时，SpaceX 将于今晚美股盘后交出其上市后的首份成绩单。
9、集邦咨询表示，DRAM 供不应求格局将延续至 2027 年，英伟达评估下调 Rubin Ultra 平台的 HBM 配置。部分云端服务供应商也正考虑调降下一代自研 ASIC 的 HBM 容量设计。
10、马斯克 7 月单月身价缩水 3630 亿美元，这一缩水幅度超过了全球第 2 至第 10 大富豪中任何一人的全部身家。
Odaily Planet Daily News: Capital One stated in its latest court filing that the closure of Trump-related accounts in 2021 was based on anti-money laundering (AML) reviews and banking regulatory requirements, not political reasons, and requested the court to dismiss the lawsuit filed by Trump's side.
The lawsuit was filed by Trump's financial holding company shortly after he took office for the second time. Trump's side accused Capital One of illegally closing his accounts for political reasons following the Capitol riot, calling it a "debanking" act.
Trump's legal team stated that Capital One and other major banks "debanked" Trump, his family, and his businesses "for obvious political reasons," and said they would continue to pursue the lawsuit. Capital One responded that the account closure decision was made after months of analysis and review by the bank's anti-money laundering team based on internal policies and regulatory guidelines.
Capital One disclosed that it never made public the account termination decision or the internal review process, and gave Trump-related businesses several months to find new banking services. Trump previously held more than 300 accounts at the bank, involving multiple Trump-branded businesses such as golf courses and wineries. Trump had maintained a banking relationship with Capital One for over a decade. The account closure was not a political statement, but because some account activities triggered an anti-money laundering risk review. The outcome of the case will depend on whether the court accepts Capital One's explanation regarding compliance review and risk management.
Trump has also previously sued JPMorgan Chase, accusing the bank of ceasing to provide banking services for political reasons after he left office. Both banks have denied cutting ties with Trump, his family, and related businesses due to political factors. (Fortune)
Odaily星球日报讯 全球汇款巨头 Western Union（西联汇款）宣布，其基于 Rain 稳定币基础设施打造的 Stablecard 正式上线。用户可直接接收西联发行、由 Anchorage Digital Bank 在 Solana 上发行的稳定币 USDPT，并通过集成 Visa 卡在全球支持 Visa 的商户即时消费，也可选择提现现金。Stablecard 首批覆盖 37 个市场，西联计划年底前扩展至 60 多个市场。公司表示，稳定币将帮助其降低跨境汇款预拨资金需求、提升资本效率，并支持推出更多数字金融服务。
Odaily星球日报讯 Bitdeer 宣布，子公司 Tydal Data Center AS 已与 Volta Tydal AS 签署一项为期 16 年的数据中心托管及服务协议，将在挪威 Tydal AI/HPC 园区提供 121 MW IT 负载容量（约 133 MW 总功率），全部用于部署 NVIDIA GPU，并服务一家头部 AI 实验室。协议基础期限内预计合同付款总额约为 47 亿美元，并附带 8 年续约选项，续约后的潜在合同总价值约为 80 亿美元。（Stocktitan）
Odaily News Prediction market Polymarket is seeking funding at a valuation exceeding $20 billion. (Jin Shi)
Odaily Planet Daily News Prediction market platform Kalshi has announced a partnership with compliance technology firm Comply to provide enterprise clients with prediction market trading monitoring and compliance management tools. Comply will integrate prediction market trading data from Kalshi into its regulatory software system. Enterprises using Comply's services will be able to view employee trading activity on event contracts to ensure employees adhere to company trading policies and avoid trading on material non-public information (MNPI). This compliance capability will also cover perpetual futures contracts launched by Kalshi in the future. (CNBC)
Odaily星球日报訊 AI 클라우드 인프라 기업 Volta Infra Holdings가 3억 달러 규모의 벤처 투자 유치를 완료했다고 발표했다. 이번 라운드는 Andreessen Horowitz와 Altimeter Capital이 공동 주도했으며, 엔비디아, 델 테크놀로지스 창업자 마이클 델(Michael Dell)이 참여했다. 또한 Volta는 50억 달러 규모의 고객 파이낸싱 풀을 확보해 중소 AI 기업들이 엔비디아 고성능 칩을 보다 쉽게 도입할 수 있도록 지원할 예정이다. 회사는 동시에 6년간 총 100억 달러 규모의 클라우드 컴퓨팅 서비스 계약을 체결했다고 공개했다. 계약 상대방은 공개되지 않은 주요 AI 개발사이며, 해당 계약은 비트마이닝(Bitdeer)과 협력해 노르웨이에 위치한 133MW 규모 데이터센터를 기반으로 이행될 예정이다. Volta는 전 브룩필드 자산운용 인프라 부문 임원인 Ricard Boada와 Sofia Gumuzio가 올해 초 공동 설립했으며, 현재 1GW 규모의 데이터센터 전력 자원을 확보하고 텍사스와 와이오밍에 신규 사이트를 개발할 계획이다. 목표는 2030년까지 멀티기가와트급 컴퓨팅 용량을 구축하는 것이다.(블룸버그)
Odaily Planet Daily News: According to market sources, AI cloud computing company Corvex has signed a multi-year agreement to provide Nvidia Blackwell GPUs.
Odaily星球日报讯 据市场消息：Anthropic 与人工智能云初创公司 Volta Infra Holdings 签署了 100 亿美元的计算服务协议。（金十）
Odaily星球日报讯 Bitget CFD 首席分析师 Lewis Huang 在直播中指出，本周市场焦点已由科技股财报重新转向美国就业数据与 Fed 政策预期。本次非农的关键不只是新增就业人数，而是失业率、平均时薪及前值修正是否共同指向劳动力市场“有序降温”或“明显失速”。
Lewis Huang 表示，若非农就业与薪资数据同步强于预期，市场将下调短期降息押注，美债收益率和美元有望走强，黄金及高估值科技股则面临压力；反之，若就业、薪资和前值修正全面转弱，市场将提高 Fed 宽松预期，黄金和非美货币或获得支撑。
他建议 CFD 交易者避免在数据公布首分钟追单，应重点观察美国两年期国债收益率、美元指数及黄金是否形成同步确认，并等待关键价位突破后的回踩机会。当前交易主线并非单纯押注数据高低，而是判断非农将如何改变市场对 Fed 政策路径的定价。
Odaily星球日报讯 彭博 ETF 分析师 Eric Balchunas 在 X 平台发文表示，Coldcard 黑客事件可能推动更多资金迁移至 ETF。此前被加密货币持有者视为缺陷的传统金融机构，如今可能被视为优势，即拥有数十年客户资产托管经验的大型成熟金融机构，尤其是相较于一家仅有 5 名员工的加拿大公司。
Odaily星球日报讯 Ondo 旗下代币化美国国债收益凭证 USDY（U.S. Dollar Yield Token）现已正式上线 BNB Chain，支持即时铸造/赎回及跨链桥接功能。作为 permissionless 代币化美国国债产品，USDY 此次接入全球活跃的公链生态之一，意味着机构级收益资产实现无需许可、即可直接获取。
此次上线是 USDY 多链扩张的重要一步，将为 BNB Chain DeFi 生态中的数百万用户及 AI 代理提供具备收益属性的美元资产敞口，并凭借即时铸造与赎回机制，实现资本效率与交易速度的双重提升。用户无需再从其他链跨桥转入，即可在 BNB Chain 原生环境下直接持有由美国国债支撑的收益资产；对开发者而言，USDY 也可作为链上借贷、交易与流动性协议中的优质抵押品，与 BNB Chain 原生应用无缝集成。
Odaily星球日报讯 据法国上市物联网芯片公司 Sequans Communications 二季度财报披露，公司于二季度出售 344 枚比特币，持仓由约 658 枚降至 314 枚，并将按此前计划继续逐步出售剩余比特币，退出比特币财库战略。公司表示，出售比特币主要用于偿还可转债和增加现金，已于 5 月完成全部可转债赎回。财务数据显示，二季度营收为 750 万美元，净亏损 980 万美元，同时录得 300 万美元比特币减值损失及 530 万美元出售比特币净收益。
