Odaily讯 根据 MSX.COM 数据，费城半导体指数跌幅扩大至 5%，半导体板块集体走低。其中迈威尔科技跌超 7%，Arm、英特尔跌近 7%，美光科技跌 5.7%，英伟达跌超 2%。
Odaily News – As the 60-day interim memorandum of understanding between the U.S. and Iran technically expires, Iran has announced that the Strait of Hormuz will remain closed until Washington meets the relevant conditions, and has stated that it has shifted to a "fully offensive" strategic posture. Iran's chief negotiator, Qalibaf, said that the U.S. must lift its blockade on Iranian ports and oil sanctions, release Iran's frozen assets, and completely cease military operations and threats on all fronts before the Strait of Hormuz can be reopened. Iranian Foreign Minister Araghchi stated that Iran will continue fighting until its conditions are accepted before agreeing to a ceasefire, and asserted that "Iran has won both the war and diplomacy." Trump, meanwhile, said there are currently no negotiations or dialogues underway or planned between the U.S. and Iran, that the naval blockade remains fully in effect, and that the Strait of Hormuz is open and functioning normally, with all mines having been removed or detonated. At the same time, Iran is holding bilateral talks with Oman regarding the management of the Strait of Hormuz. According to Iranian media reports, the Iranian military is also investigating commercial shipping networks that provide logistical support to U.S. forces, and has warned that companies or ship management entities transporting supplies for U.S. military operations against Iran may face economic, legal, and retaliatory countermeasures.
Odaily新闻 Arthur Hayes在X平台发文表示，他将结束退休状态并领导@flop_labs。FLOP是面向AI代理的“食物”。该项目无预售、无风险投资机构参与，并采用100%公平发行模式。Arthur Hayes表示，希望与社区共同构建智能体经济的货币并实现财富增长。更多细节将公布；预计FLOP将在第四季度进行大规模空投，并于2027年第一季度发布创世区块。
Odaily星球日报讯 根据 MSX.COM 数据，美股光通信板块集体下跌，Fabrinet 跌超 14%，Coherent、Credo Technology 跌超 7%，迈威尔科技跌超 6%，Lumentum、康宁等跌超 4%。
消息面上，Fabrinet 第四财季营收达 13.16 亿美元，同比增长 45%，高于市场预期的约 12.7 亿美元，并连续第 12 个季度创收入新高。不过，市场认为其高增长预期已被充分定价，同时公司仍面临客户集中及部分产品供应链受限等风险。
Odaily星球日报讯 美国总统特朗普表示，与伊朗没有任何谈判或对话正在进行或安排中。海军封锁仍然全面有效。霍尔木兹海峡开放并正常运作。所有水雷已被移除或引爆。
Odaily星球日报訊 根據 MSX.COM 數據，美股元宇宙公司 Super League（SLE）盤前漲幅一度擴大至 100%。
消息面上，Metaplanet 計劃向 Super League 注入 2100 枚 BTC，價值約 1.32 億美元，並額外投入 250 萬美元現金。交易完成後，Super League 將更名為 Superplanet，股票代碼擬更改為 SUPA，Metaplanet 預計持有其約 95.7% 股份，並將其打造為美國上市比特幣財庫平台。
Odaily星球日报讯 支付应用 Cash App 正通过加密支付平台 MoonPay 扩大加密货币服务范围，5000 万用户将可购买 ETH、SOL、XRP 和 USDT 等代币。 此外，用户可通过 Cash App 为 Ledger、BitPay、Trust Wallet、MetaMask 和 Uniswap 等主流钱包充值。Cash App 此前的加密货币服务仅支持比特币，并于今年早些时候新增 USDC 支持。（CoinDesk）
