Odaily News—The Nikkei 225 index fell for a second consecutive day, with chip-related stocks under pressure, while a surge in bond yields raised market concerns, cooling investors' risk appetite for AI trades. At the market open, the Nikkei 225 dropped more than 3%, with memory chip maker Kioxia Holdings and fiber optic cable maker Furukawa Electric among the biggest decliners. The Topix index fell as much as 2.8%, dragged down by electronics and banking stocks.
A chief strategist at Daiwa Asset Management said: "Rising yields will push up borrowing costs for hyperscale cloud service providers, raising questions about capital expenditure prospects and potentially impacting infrastructure companies that have benefited from the AI investment boom." On Tuesday, Japan's 10-year government bond yield rose to its highest level since 1996, amid market speculation that the Bank of Japan may raise interest rates next month. Meanwhile, the 10-year U.S. Treasury yield also hovered near its highest level since early 2025. (Jin Shi)
Odaily星球日报讯 The Kobeissi Letter 在 X 平台发文表示，对冲基金上周每个交易日都买入美股，单周购买规模为过去 12 个月第二大。个股约占总购买量的 70%，主要受股票多头买入推动，空头回补影响较小。信息技术与通信服务板块需求最强，11 个行业板块中有 8 个录得买入。
此外，指数期货和 ETF 等宏观产品约占总需求的 30%，美股上市 ETF 的空头头寸连续第 6 周减少。对冲基金正加倍押注美股。
Odaily星球日报讯 Google 已同意以 1000 万美元购买已破产的 Spirit Airlines 企业数据，用于改进其产品及 AI 模型。相关数据包括内部邮件、Microsoft Teams 消息、电子表格、日历、预订及常旅客记录，以及营销、运营和人力资源等。Google 表示，在获得数据前已经移除可识别个人身份的信息，不会通过此次交易获取个人信息。
Spirit Airlines 已于今年 5 月停止运营，目前正通过破产程序出售剩余资产。此外，该交易仍需获得美国破产法院批准，相关听证会定于周三举行。（Decrypt）
Odaily ข่าวรายงาน ตามข้อมูลจาก Gate ดัชนี Nikkei 225 ร่วงลง 3% ในวันนี้ อยู่ที่ 65,422.31 จุด หุ้น铠侠 (Kioxia) ในตลาดหุ้นญี่ปุ่นปรับตัวลงเกือบ 8%
Odaily News: OpenAI CEO Sam Altman posted on X, saying that OpenAI has paused reinforcement learning (RL) training on some frontier models to ensure that its alignment, safety, and monitoring measures can keep pace with the new wave of model capability improvements. Altman said that model progress is currently "extremely rapid," and if the pace of model capability development exceeds the progress of safety and alignment efforts, OpenAI will take action.
Altman said that the future pace of AI development will increasingly depend on confidence in model safety, and that the entire industry will ultimately need to coordinate around common safety standards. Until then, OpenAI will take the lead in acting.
Odaily Planet Daily News: GSR Chief Legal and Strategy Officer Joshua Riezman shared his views on X regarding the U.S. SEC's latest proposed crypto asset regulatory framework, stating that the proposal may not achieve the effects currently understood by many market participants. Without amendments to relevant U.S. laws, the regulatory exemptions provided by the SEC under existing securities laws remain limited.
He stated that clearer regulatory rules are positive for the crypto industry, but the market structure targeted by the proposal differs significantly from that of the previous crypto market cycle. The industry needs to further understand what form the new framework will ultimately lead the U.S. crypto market toward.
Odaily星球日報訊 Robinhood CEO Vlad Tenev 在 X 平台發文表示，全球正處於「代幣化超級週期」的早期階段，代幣化的意義並非簡單將股票搬到區塊鏈，而是重構資產所有權基礎設施，使資產能夠像網際網路資訊一樣自由流動。
Tenev 表示，Robinhood Chain 上線一個多月後已成完成 1 億筆交易，其 Stock Tokens 已為 120 多個國家的用戶提供 190 多隻美國股票的經濟敞口，並由底層股票 1:1 支持，但目前尚未向美國用戶開放。他認為，。隨著監管框架逐漸成熟，我們預計代幣設計還會繼續演進，包括未來出現擁有傳統股票完整權利的代幣化股權。
其在文章最後呼籲美國監管框架加快適應代幣化市場，並表示上市股票只是起點，私人公司股權等流動性和准入更受限制的資產可能成為下一階段的重要方向。
Odaily星球日报讯 OpenAI 向投资者表示，其第二季度收入较第一季度增长了 18%，但亏损却进一步扩大，这一结果令一些股东感到失望，他们原本希望这家初创公司能取得更多进展，追赶其竞争对手 Anthropic。据知情人士透露，该公司在截至 6 月底的三个月内营收达到 67 亿美元，对比第一季度为 57 亿美元。与此同时，其营业利润率进一步下滑，使公司在备受期待的 IPO 之前，实现盈利的前景进一步变得渺茫。(华尔街日报)
Odaily ข่าวสาร ตามข้อมูลจาก Gate ดัชนี KOSPI ของเกาหลีใต้ร่วงลงอย่างหนัก 5% ในช่วงเปิดตลาด
Odaily星球日报讯 Anthropic 正为 CEO Dario Amodei 及其他联合创始人准备一类具有额外投票权的股票，以帮助创始团队抵御外部股东压力。这将是 Anthropic 领导层首次拥有超级投票权。由于联合创始人在公司持股比例相对较低，该安排被认为有助于维持创始团队对公司的控制。Anthropic 还计划保留现有非股东受托人体系，并利用特殊类别股票选举多数董事会成员，以进一步降低外部股东对公司治理的影响。（The Information）
