Odaily星球日报讯 AI 推理云初创公司 General Compute 从 Upper90 取得 4 亿美元贷款，该笔交易为全球首例以推理专用芯片作为抵押品的融资项目。公司基于 SambaNova 自研 ASIC 芯片搭建专属 AI 推理云平台，主打 Agent 类 AI 算力负载，相较传统 GPU 云拥有更快令牌处理速度、更低运行延迟；硬件无需水冷，可直接部署在传统数据中心与闲置加密矿场设施。
Odaily Planet Daily News On Friday, the three major U.S. stock indexes opened lower, with tech stocks falling across the board. The Philadelphia Semiconductor Index has dropped over 20% from its historical closing high, potentially confirming an entry into a bear market. SK Hynix's ADR fell below its issue price of $149 for the first time, and SpaceX's stock price has declined 38% from its peak, with its market cap set to evaporate approximately $1 trillion from the peak. AMD fell over 7%, Intel fell over 6%, and TSMC fell over 5%. Some analysts stated that the ongoing pullback in chip stocks has gone beyond fundamental factors and is more influenced by a shift in capital style and changes in market preferences.
Additionally, Fed Chair Waller's dissatisfaction with inflation during the hearing increased market expectations for rate hikes, and hawkish signals from other Fed officials also heightened market anxiety. Among them, Logan has explicitly called for a rate hike; Schmid warned that the risk of further acceleration in inflation over the coming months remains. On the geopolitical front, the prospects of a US-Iran war remain uncertain, dampening market risk appetite. (Jinshi)
Odaily 행성 일보 통신, 미국 7월 1년 기대 인플레이션율 예비치 4.2%, 예상치 4.50%, 이전치 4.60%。(金十)
Odaily星球日报讯 MSX.COM 데이터에 따르면, SK하이닉스 미국 주식 가격이 4% 하락폭을 만회하며 현재 1.06% 상승한 주당 153.930달러를 기록했으며, 시가총액은 1조 1200억 달러에 달합니다.
Odaily Planet Daily News Crypto journalist Eleanor Terrett stated on the X platform that Republican members of the U.S. House Financial Services Committee will hold an in-person hearing in New York at 10 AM Eastern Time, focusing on how the CLARITY Act can drive innovation in the digital asset sector.
This hearing is an informational session aimed at gathering industry opinions and discussing policy impacts, and will not affect the Senate's current deliberation process on the bill.
Meanwhile, the updated legislative text of the CLARITY Act has yet to be released. Previously, U.S. President Donald Trump met with Senate Republicans regarding relevant ethics provisions, but so far, the new bill text has not been officially published.
Citing sources from industry insiders, Eleanor Terrett reported that crypto industry leaders currently expect the release of the updated text to be postponed until next week.
Market participants are closely watching the CLARITY Act as a crucial component of the U.S. crypto market structure regulatory framework. Its final text and advancement pace will influence the future compliance pathways for digital asset companies, trading platforms, and institutional investors.
Odaily Planet Daily News: According to Gate data, Brent crude oil rose over 2.00% intraday, currently at $85.81 per barrel.
Odaily星球日报讯 어제, Moonlight (月之暗面)가 최신 오픈소스 AI 모델 Kimi K3를 발표했습니다. 이 모델은 Frontend Code Arena 테스트 사이트에서 1679점을 기록하며 1위를 차지, Claude의 Fable 5 모델을 뛰어넘었습니다. K3 모델에 대해 Artifacial Analysis가 관련 평가를 진행했고, 이후 Elon Musk가 다시 한번 Moonlight의 Kimi 모델을 칭찬하며 "K3 모델의 벤치마크 성능이 인상적이다"고 밝혔습니다.
올해 3월, Kimi가 《𝑨𝒕𝒕𝒆𝒏𝒕𝒊𝒐𝒏 𝑹𝒆𝒔𝒊𝒅𝒖𝒂𝒍𝒔: 깊이 방향 집합 재고(重新思考深度方向聚合)》 연구 논문을 발표했을 때, Musk는 "Kimi의 연구 작업이 인상적이다"라고 칭찬한 바 있습니다. 이에 앞서 Musk는 Zhipu(智谱)의 GLM 모델이 2027년 1분기에 Claude Mythos 모델(즉 Fable 5)을 능가할 것이라고 언급했으며, 이에 대해 Zhipu의 창립자 Tang Jie는 "그렇게 오래 걸리지 않을 것"이라고 답했습니다.
Odaily Planet Daily News에 따르면, MSX.COM 데이터 기준 SK하이닉스 ADR(SKHY.O)이 최초로 149달러의 발행가 아래로 하락했습니다.
According to data from MSX.COM, NVIDIA's stock price fell 4.33% to $198.420 per share, with total market capitalization shrinking to $4.80 trillion. The Nasdaq 100 Index widened its decline to 2.7%, hitting a new intraday low. The Philadelphia Semiconductor Index fell 5% to 11,267.17 points.
Odaily Planet Daily 보도에 따르면, Whale Alert 모니터링 결과, "0x5db2" 지갑이 99,755개의 WHYPE를 소각했으며, 그 가치는 약 5,935,687달러에 달합니다.
Odaily Planet Daily News: Ethereum Layer 2 infrastructure Optimism has officially announced a three-way strategic partnership, collaborating with Upbit operator Dunamu, fintech platform Toss, and DB Securities to comprehensively expand into the South Korean market. Regarding the partnership with Dunamu, the two sides will upgrade the GIWA public chain based on the OP Stack and promote its global development. A three-month technical verification will be conducted with Toss to establish a compliant Korean Won digital financial infrastructure. Optimism and DB Securities are focusing on the STO and RWA sectors, planning to transform Jeju Island's smart agriculture and livestock assets, as well as South Korean intellectual property, into tokenized securities and real-world asset products. The commercialization of domestic real-world assets on the blockchain will be implemented in phases. The entire set of cooperation plans is tailored to fit the South Korean financial regulatory framework.
Odaily星球日报 소식에 따르면, MSX.COM 데이터 기준 SpaceX(SPCX.O) 주가가 최고치 대비 38% 하락하며 시가총액이 최고점 대비 약 1조 달러 증발할 것으로 예상됩니다.
Odaily星球日报 온체인 디지털 자산 관리 네오뱅크 ether.fi가 Nexus Mutual을 선택하여 최대 15,000 ETH의 슬래싱 처벌을 보장합니다. ether.fi는 이더리움에서 대규모 검증자 집합을 운영하고 있으며, 슬래싱은 테일 리스크에 해당한다고 밝혔습니다. 이 보장은 검증자 손실을 커버하며, 역사적인 ETH 슬래싱 손실 총합을 초과하는 규모를 보장합니다. ether.fi는 현재 Cash, Stake, Liquid 등의 제품에서 관리 중인 자산 규모가 60억 달러를 초과합니다. Nexus Mutual은 2019년 이후 스마트 계약 공격, 슬래싱 및 기타 디지털 자산 위험에 대해 70억 달러 이상의 보장을 제공해 왔습니다. (Decrypt)
