Odaily에 따르면 MSX.COM 데이터 기준으로 미국 광통신 섹터가 개장 초반 강세를 보였다. Lumentum이 8% 이상 상승했으며, Credo와 Marvell Technology가 4% 이상, Corning이 약 4% 상승했다.
Odaily Planet Daily News: MSX.COM 데이터에 따르면, IBM의 주가는 회사가 2분기 예비 매출이 예상치를 밑돌았다고 발표한 후 25% 급락하며 1987년 이후 최대 일일 하락폭을 기록했습니다. 회사는 실적 부진의 원인을 고객들이 지출을 칩과 서버로 전환한 데 있다고 돌렸습니다.
Odaily星球日报讯 根据 MSX.COM 数据，美股 AI 硬件板块全线上涨，存储板块涨幅居前。热门个股方面，闪迪涨 8%，台积电股价上涨 2.17%，SK 海力士股价上涨 11.29%，美光科技股价上涨 5.68%，超威半导体股价上涨 6.62%，英特尔股价上涨 3.82%。西部数据涨 4.44%，希捷科技涨 3.92%。IBM 的股价在该公司公布第二季度初步销售额低于预期后暴跌超 22%，该公司将业绩未达预期归咎于客户将支出转向芯片和服务器。
According to data from MSX.COM, at the US stock market open, the Dow Jones fell 0.12%, the S&P 500 rose 0.25%, the Nasdaq rose 0.64%, and the VIX panic index fell 2.16%. AI concept stocks broadly declined, with IBM falling 22.7%, Workday falling 7.29%, ServiceNow falling 6.78%, Atlassian falling 6.39%, and Accenture falling 4.68%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, covering popular US stocks and ETF token targets such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
Odaily Planet Daily News: According to the latest data from Gate, the price of gold has risen to $4,083.94 per ounce, with an intraday increase of 2.04%. The price of silver has risen to $59.232 per ounce, with an intraday increase of 4.01%.
The BVIX (BTC Volatility Index) is currently quoted at 38.5, with an intraday decline of 1.18%. The EVIX (ETH Volatility Index) is currently quoted at 51.33, with an intraday decline of 0.1%.
In the foreign exchange market, the US Dollar against the Offshore Chinese Yuan (USD/CNH) fell 0.19% intraday, with the current exchange rate at 6.77144. The US Dollar against the Japanese Yen (USD/JPY) fell 0.31% intraday, with the current exchange rate at 161.869.
In terms of global stock indices, the Euro Stoxx 50 (EUSTX50) rose 0.42% intraday to 6,262.45 points; the UK FTSE 100 Index (UK100) rose 0.22% intraday to 10,518.5 points; the German DAX 40 Index (GER40) rose 0.33% intraday to 25,031.4 points.
In commodities, WTI crude oil rose 2.51% intraday to $80.35 per barrel. Brent crude oil rose 2.85% intraday to $86.38 per barrel.
Gate supports users in directly trading traditional financial market products within the platform, offering one-stop access to multiple asset classes including precious metals, foreign exchange, global equity Contracts for Difference (CFDs), major indices, and commodities, achieving a deep integration of crypto assets and traditional financial assets. Gate's TradFi-related features are now fully integrated into the Gate App and Web platform. Users can conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing their diversified asset allocation experience.
Odaily Planet Daily News Trump stated that today's Department of Labor report shows an annual overall inflation rate of 3.5% for June, with a seasonally adjusted CPI monthly rate of -0.4%, marking the largest single-month decline in 6 years. (Jinshi)
Odaily reports that Securitize has announced the appointment of Rebecca Macieira-Kaufmann and Manolo Sánchez to its board of directors, strengthening its governance structure as a provider of compliant infrastructure for next-generation capital markets. Rebecca held multiple executive roles at Citigroup for over 11 years, most recently overseeing its international personal banking business. She is now the founder of RMK Group and serves as a director at Fifth Era Acquisition Corporation.
Odaily news, according to Hyperbot data, as the price of ETH rises, Brother Machi (Jeffrey Huang) has achieved an ROI of over 100% on his 25x leveraged long position on Ethereum. He has now increased his position to 10,000 ETH, with a position value exceeding $19 million.
Odaily星球日报讯 Airbnb CEO Brian Chesky는 현실 세계 자산(RWA)의 토큰화가 기존 자산 소유권의 마찰을 줄여 더 효율적인 자산 유통, 부분 소유권 및 글로벌 참여를 가능하게 할 것이라고 밝혔습니다. 블록체인 기반 자산 토큰화 기술은 기존 자산 거래 방식을 변화시켜 부동산, 주식, 수집품 등 현실 자산을 디지털 형태로 글로벌 시장에 진입시키고, 참여门槛을 낮추며 거래 효율성을 높일 수 있습니다. 그는 "인터넷이 정보를 유동적으로 만들었다면, 토큰화는 소유권을 유동적으로 만들 것"이라고 말했습니다. (The Block)
Odaily Planet Daily reports that Brinc, a drone company supported by OpenAI founder Sam Altman, announced the completion of a $125 million funding round. The round was led by existing investor Motorola Solutions, with participation from prior investors such as Index Ventures and Dylan Field. It is reported that the company focuses on applying AI-based drone technology to public safety, including replacing certain high-risk manual response tasks. (Bloomberg)
Odaily Planet Daily News According to Lookonchain monitoring, whale Loracle, after suffering a huge loss shorting Hyperliquid's HYPE, has opened new positions today, establishing a new trading strategy.
It is reported that loracle.hl previously shorted HYPE, accumulating a total loss of approximately $46.46 million. Subsequently, the trader opened new positions, including going long on SKHX and shorting crude oil (#oil).
His overall trading performance experienced drastic fluctuations. The account's profit and loss once reached a peak profit of about $42.87 million, then retraced to a loss of $17.27 million, and has now returned to an overall profitable state of approximately $2.06 million.
Odaily星球日报讯 以太坊财库公司 Sharplink 在 X 平台发文表示，自从启动 ETH 财库策略以来，该公司的以太坊质押累计奖励收益已达 23,490 枚 ETH，此外该公司上周获得的以太坊质押收益为 499 枚 ETH。
Odaily星球日报 보도에 따르면 창신테크놀로지(长鑫科技, 688825.SH)는 회사가 처음으로 주식을 공개 발행하여 과학혁신판(科创板)에 상장하며, 발행 가격을 8.66위안/주로 확정했다고 공시했습니다. 투자자는 이 가격으로 2026년 7월 16일(T일)에 온라인 및 오프라인 청약을 진행해야 하며, 청약 시 청약 자금을 납부할 필요가 없습니다. 오프라인 청약 시간은 9:30-15:00, 온라인 청약 시간은 9:30-11:30, 13:00-15:00입니다. 이번 초기 발행 주식 수는 668,808.8608만 주로 발행 후 총 주식 자본의 약 10.00%를 차지하며, 중국국제금융(中金公司)에 초기 발행 주식의 15.00%를 초과하지 않는 범위 내에서 초과 배정 옵션(그린슈 옵션)을 부여합니다.
발행 가격에 해당하는 2025년 비경상손익 공제 전후 기준 낮은 값 희석 후 주가수익비율(PER)은 308.92배(초과 배정 옵션 미행사 시)로, 산업 평균 PER 76.32배 및 비교 기업 평균 PER 134.62배를 상회합니다. 예상 총 조달 자금은 약 579.19억 위안(초과 배정 옵션 행사 전)이며, 발행 비용을 차감한 순액은 약 576.38억 위안입니다.
Odaily星球日报讯 随着人工智能产业价值快速增长，美国政界和科技界开始讨论如何让公众分享 AI 带来的巨大财富。一系列提议均指向同一方向：让政府或公共机构持有 AI 企业权益。
近期，Sam Altman 曾讨论过让美国政府或其他公共实体获得 OpenAI 部分股权的可能性。与此同时，美国政府已经持有 Intel 约 10%的股份，并表示可能从 NVIDIA 对华芯片销售收入中获取一定比例收益。
美国参议员 Bernie Sanders 则提出，希望主要 AI 实验室将一半股份投入新的主权财富基金，让公众能够分享 AI 产业增长红利。
相关观点认为，这些方案本质上都是希望将 AI 发展的部分经济收益回馈社会，但批评者指出，目前多数方案最终都归结为一个模式：由政府持有 AI 公司的股权。
支持者认为，AI 可能成为未来几十年最重要的生产力变革，让政府参与收益分配能够缓解财富集中问题；反对者则担忧，政府直接持有科技公司权益可能影响市场竞争、企业治理以及创新动力。
随着 AI 产业估值不断提升，如何分配人工智能带来的经济收益，正在成为美国政策制定者和科技行业争论的核心议题。（The Information）
