Odaily Planet Daily 뉴스, 미은행(BofA)의 최신 보고서에 따르면 시장은 한국 메모리 대기업의 확장 약속을 지나치게 낙관적으로 보고 있습니다. 한국 대통령 이재명이 제시한 '2030년 생산능력 두 배' 목표와 관련해 미은행은 구형 공장의 기술 업그레이드로 인한 폐쇄 및 첨단 공정 전환으로 인한 생산능력 손실을 감안할 때 실제 연간 성장률은 10% 미만이 될 것이며, 2030년에는 목표치에 크게 미치지 못할 것으로 추정했습니다.
Odaily星球日报讯 AXIOSの報道によると、Google DeepMindの共同設立者兼CEOであるDemis Hassabis氏は、米国が新たなAI規制機関を設立するよう呼びかけている。この機関は、世界最先端のAIモデルを審査し、リスクが高まった際には業界全体の開発ペースを緩やかにする権限を持つべきだとしている。Hassabis氏は、業界が資金を提供し、世界トップクラスの技術専門家で構成され、米国政府に対して責任を負う、より「体系化された」人工知能規制アプローチを今こそ取る時だと述べている。
同氏は、現在AIがもたらすサイバーセキュリティリスクは「警告信号」に過ぎないと指摘。今後18ヶ月以内に、これらの能力や、より深刻な生物・核セキュリティリスクが、どの政府も制御できないオープンソースモデルに現れる可能性があると見ている。また、リスクはオープンソースモデルだけでなく、各AI研究所が今後リリースするより強力な独自モデルからも生じると特に強調した。Hassabis氏は数ヶ月にわたり、この構想を水面下で推進しており、公表前にトランプ政権や他のAI研究所の責任者、欧州の関係者と協議し、「寄せられたフィードバックは非常に肯定的だった」と述べている。(金十)
Odaily Planet Daily News According to US media Semafor, a White House official stated that Trump is "very serious" about his plan to impose a 20% transit fee on goods passing through the Strait of Hormuz, a plan he has been pushing for months. Trump has long intended to impose transit fees. In April, he questioned why his administration "didn't do it" and threatened to start charging fees in June if an agreement with Iran was not reached within 60 days. However, Trump does not always put his ideas into action, and until this week, he had refused to formally announce the plan, partly due to opposition from within his inner circle. "This has always been something he wants to do, but some people have tried to persuade him to give it up,"
the White House official said. "For him, it has always been his instinctive decision, and he has just come back to it." It is still unclear how this fee system, linked to the naval blockade of the strait, would operate, or whether the US has even consulted with Gulf states about it. According to the official, the details of the plan are still being finalized. (Jin Shi)
Odaily星球日报讯 白宫加密委员会执行主任 Patrick Witt 将于 7 月 18 日结束在白宫的最后一个工作日，并于 7 月 27 日开始参加佐治亚州陆军国民警卫队法务官培训。Witt 此前负责 CLARITY Act 谈判，该法案预计于 7 月 20 日前后在参议院进行全院投票。
副主任 Harry Jung 将接手相关谈判，并负责战略比特币储备和 GENIUS Act 推进工作。CLARITY Act 合并草案预计本周公布，法案需获得 60 票以通过阻挠议事门槛，至少需要 7 名民主党人支持。民主党人要求加入涉及总统个人加密资产敞口的伦理条款，披露信息显示 Trump 去年从加密业务中获得超 14 亿美元收入。（Bitcoin.com News）。
Odaily Planet Daily News According to the latest Bank of America fund manager survey, global investors who have been aggressively buying stocks should consider reducing their portfolio exposure. The bank's strategists pointed out that asset allocators have become extremely bullish—which is often a warning signal for the market. The proportion of cash held by investors has fallen from 4.1% of assets last month to a "very low" level of 3.6%. Meanwhile, U.S. stock holdings are at their highest level since December 2024, with a net overweight of 24%.
In a report, the team led by Michael Hartnett wrote: "Bank of America's 'Bull & Bear Indicator' reading is as high as 9.4 (the indicator ranges from 1 to 10), which is in the extremely bullish range, suggesting that exposure to stocks and high-beta assets should be reduced. Due to overly optimistic market positioning, the room for further upside in risk assets during the summer will be limited." (Jin Shi)
Odaily星球日报讯 뉴욕주 케시 호컬 주지실은 화요일 대형 데이터센터 건설을 최대 1년간 중단하는 행정 명령에 서명할 계획이라고 밝혔다. 이 금지 명령은 즉시 발효되며, 전력 사용량이 50메가와트(MW) 이상인 데이터센터에 적용된다. 이번 중단 조치는 주정부가 환경 보호와 전력망 안정성을 모두 고려한 데이터센터 관련 규정을 마련할 시간을 확보하기 위한 것이다.
이번 조치로 뉴욕주는 AI 열풍에 따른 인프라 구축 문제에 대응하는 최신 사례가 되었다. 이전에 다른 주에서 유사한 중단 조치를 시행한 사례는 없었다. 그러나 미국 전역의 수십개 시와 카운티에서는 데이터센터 건설에 대한 임시 금지 조치를 발표했으며, 많은 주에서 유사한 금지 방안을 제안했다. 데이터센터가 미국 전역에 계속 건설됨에 따라 점점 더 많은 지역사회가 이에 반대하며 반(反)AI 운동을 추진하고 있다.
반대자들은 인공지능 및 컴퓨팅 시스템을 지원하는 이러한 데이터센터가 지역 전력 공급에 과부하를 초래하고 주민들의 공공요금을 인상시킬 수 있다고 주장한다. 일부 유권자들은 데이터센터 개발을 지지하는 정치인들을 탄핵하려는 시도까지 하고 있다. (金十)
Odaily Planet Daily News BCA Research analyst Felix Vezina-Poirier stated in a report that surging oil prices may prompt the United States and Iran to de-escalate the war in the Middle East. "Both sides are willing to show strength, but neither wants to see the consequences of further escalation." As oil prices rise further, this could facilitate a resolution of the conflict. He said: "There is a risk of oil prices breaking through the 'dynamic equilibrium' range of $70 to $90 per barrel, but this surge itself will trigger a cooling mechanism." (Jinshi Data)
According to foreign media reports, SK Hynix has officially initiated mass production and shipment of its 12-layer HBM4 to NVIDIA, with the product entering the ramping-up phase. Unlike previous supplies which were classified as samples, this marks the first time HBM4 has completed all quality certifications to its final specifications, targeting NVIDIA's next-generation AI platform, "Vera Rubin." It is reported that starting from September this year, SK Hynix will formally expand the shipment scale of HBM4 to fully meet NVIDIA's demand for high-end computing chips. (Jin Shi)
Odaily星球日报讯 据官方公告，为满足用户多元化投资需求，Bitget 已上线 KUAISHOU（快手科技） 股票永续合约。该合约以 USDT 结算，最高支持 20 倍杠杆，并支持 7×24 小时交易。更多详情可参阅 Bitget 官方平台。
