Odaily รายงานว่า วันนี้ Dan Bin โพสต์ใน Xueqiu ว่า “เมื่อตลาดตกหนัก ต้องกล้าที่จะซื้อ เพิ่งใช้กระสุนที่เหลืออยู่จนหมด” ก่อนหน้านี้เขาโพสต์ว่า “ETF ที่ทำ Long SK Hynix แบบ 2 เท่า ตอนนี้ร่วงลง 25.72% เครื่องมือ Leverage สามารถขยายผลตอบแทนได้ แต่ก็เพิ่มความเสี่ยงเป็นทวีคูณ เมื่อน้ำลดลง ก็ยิ่งเห็นความโหดร้ายของความผันผวนของตลาด จะเห็นได้ว่าผลิตภัณฑ์ Leverage ประเภทนี้ต้องใช้ความระมัดระวังเป็นพิเศษ”
Dan Bin เชื่อว่า SK Hynix กลายเป็นหนึ่งในบริษัทที่เป็นสัญลักษณ์ของเทรนด์ AI ในช่วงนี้ จากจังหวะการปรับฐานเช่นนี้ ทิศทางระยะสั้นมีแนวโน้มที่จะชัดเจนในเร็วๆ นี้ แน่นอนว่า เมื่อขยายกรอบเวลาออกไป มีเพียงบริษัทที่มีโครงสร้างอุปสงค์และอุปทานที่ปรับปรุงอย่างต่อเนื่อง และความสามารถในการทำกำไรที่เพิ่มขึ้นอย่างมั่นคงเท่านั้น จึงจะมีโอกาสผ่านพ้นวัฏจักรต่างๆ ไปได้
Odaily reported that Hong Kong-listed memory concept stocks rebounded in the afternoon. CSOP Double Leveraged Hynix narrowed its decline to 17%, after previously falling over 28%. CSOP Double Leveraged Samsung Electronics narrowed its decline to 12%, after previously falling over 18%. GigaDevice fell 6%, while Montage Technology dropped over 4%.
Odaily Planet Daily News: Broad-based ETFs saw a significant increase in volume today. The trading volume of the ChinaAMC STAR 50 ETF and the E Fund ChiNext ETF both exceeded 100 billion yuan. Meanwhile, the trading volume of the China Southern CSI 1000 ETF and the Huatai-PineBridge CSI 300 ETF both approached 50 billion yuan. Since July, the cumulative net subscription inflow for the ChinaAMC STAR 50 ETF has been 34.8 billion yuan, the Huatai-PineBridge CSI 300 ETF has seen a cumulative net subscription inflow of 29.5 billion yuan, and the E Fund ChiNext ETF has recorded a cumulative net subscription inflow of 29.3 billion yuan. (Jin Shi)
Odaily Planet Daily News, July 29 – Hong Kong stock market small-cap stocks saw active trading today, with notable performances in sectors such as capital markets, industrial electronics, and financial services. According to the Gate platform's Hong Kong stock gainers list, Ding Shi Capital (00804) surged 73.17%, last trading at HK$7.10; Zhi Feng Industrial Electronics (01710) rose 20.87%, last at HK$0.55; Gao Yu Financial (08221) gained 18.68%, last at HK$2.35. Additionally, from 16:00 on July 29 to 16:00 on August 7 (UTC+8), Gate is launching the Hong Kong Stock Contract Heat Challenge. Users who register can claim 5 USDT and participate in trading challenges for popular Hong Kong stock contracts such as ZHIPUUSDT, TENCENTUSDT, and XIAOMIUSDT. By completing first-time trades, daily check-ins, and trading tasks, participants can earn up to 240 USDT in rewards. The total prize pool for the event is 50,000 USDT, helping users seize opportunities in AI technology, leading consumer stocks, and hot trends in the Hong Kong stock index.
Gate Stocks has established a 7x24 hour trading service system covering three core markets: US stocks, Hong Kong stocks, and Korean stocks. It supports over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 Korean stocks, covering a total of over 12,500 global stocks and ETF assets. Through a unified Gate account, users can participate in global stock investments using USDT, supporting fractional trading with a minimum of 0.01 shares, and enjoy stock dividend rights. The platform also supports cross-broker transfer of US and Hong Kong stocks, as well as corporate actions such as stock splits and consolidations, further optimizing the stock investment service experience.
1. Changxin surges over 6.5%, A-share memory chip sector sees an afternoon rally;
2. "Big Short" Michael Burry profits up to ~34.7% from shorting semiconductors, portfolio floating gain of ~20%;
3. SK Hynix records largest single-day drop, falling over 17% intraday;
4. OpenAI resets usage limits for ChatGPT Work and Codex users;
5. Ansem responds to developer struggles: encourages building on ANSEM to reduce token issuance risks;
6. Grvt reveals TGE details, GRVT airdrop query and claiming opens on July 30;
7. Hong Kong-listed memory concept stocks continue to decline, 2x leveraged Hynix ETF drops over 25%.
According to an official announcement, Bithumb will list RLUSD and AEON KRW pairs.
Odaily reported that Gate market data shows China's A-share memory chip sector experienced a volatile rebound in the afternoon. Tongfu Microelectronics and GigaDevice narrowed their losses, while Torrence surged over 16%, ChangXin rose over 6.5%, and Zhengfan Technology climbed over 10%.
Odaily Odaily reports that Uniswap founder Hayden posted on platform X, stating that one of the biggest misconceptions in DeFi is that DEX aggregators eliminate the distribution advantage of AMM. Placing tokens on Uniswap is like listing them globally on all exchanges simultaneously for free, which other AMMs cannot achieve.
According to publicly available market data, “Big Short” investor Michael Burry established short positions on June 30 in Nvidia (NVDA), Applied Materials (AMAT), and the Philadelphia Semiconductor ETF (SOXX), and began directly shorting Micron Technology in early July.
As of the close of U.S. stocks on July 28, the floating profit on the AMAT short was approximately 34.7%, SOXX around 23.3%, Micron Technology about 22.0%, and Nvidia approximately 0.5%. Without considering position weights, the simple average floating profit of the semiconductor short portfolio established from late June to early July was around 20.1%.
Additionally, based on the estimated new short positions calculated at the closing price on July 24, as of the close on July 28, the floating profit on the additional short positions in Micron Technology, Nvidia, and SOXX were approximately 10.9%, 4.8%, and 6.4% respectively, with a simple average of about 7.4%.
Due to the lack of specific information on short sizes, option structures, position addition ratios, and whether positions have been closed, the actual profit amount cannot be calculated at this time.
Odaily news, July 28 (EST). The Morgan Stanley Ethereum Trust (MSSE) was officially listed on NYSE Arca, bringing the total number of listed ETH spot ETFs to 11.
According to SoSoValue data, on its first day of listing, MSSE saw a net inflow of $5.15 million, trading volume of $19.03 million, and total net assets of $6.18 million.
The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock's ETHB, recording a net inflow of $5.91 million. ETHB's historical total net inflow now stands at $529 million.
As of press time, the total net asset value of Ethereum spot ETFs is $10.50 billion, with the ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) reaching 4.53%. The historical cumulative net inflow has reached $11.21 billion.
PPP Prediction Market Tool monitoring shows that Polymarket's "US-Iran peace negotiations before August 7" probability has dropped to 9%, down 14% in 24 hours.
The event will be settled based on whether representatives from both the United States and Iran initiate the next round of formal, high-level peace negotiations before the specified date (by 11:59 PM ET).
Qualifying negotiations must be in-person diplomatic meetings or negotiation rounds involving senior representatives from both sides. Representatives must participate in an official capacity, be authorized by their respective governments, and be capable of directly conducting or substantively advancing diplomatic talks.
In-person diplomacy conducted through designated mediators, coordinators, or intermediaries may also count, provided that senior representatives from both the US and Iran participate in the same formal diplomatic process, and both governments are informed and have authorized it. Representatives from both sides need not be in the same location simultaneously.
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Odaily รายงานว่า ตามข้อมูลจาก Gate ราคาหุ้น SK Hynix ลดลงต่ำกว่า 900 ดอลลาร์ในช่วงสั้น ๆ ขณะนี้อยู่ที่ 901 ดอลลาร์ ลดลงมากกว่า 17% ภายในวัน
