24H热门币种与要闻｜长鑫科技上市首日创下多项A股纪录；国产DUV光刻机已开始量产（7月28日）
- 核心观点：本文综合呈现了加密货币市场行情、链上热点、传统金融与AI领域动态及监管政策，重点突出了长鑫科技上市首日暴涨创纪录、Hyperliquid市场数据、以及美国与日本在加密监管和行业政策上的最新进展。
- 关键要素：
- 加密货币市场：BTC、ETH等主流币种下跌2.97%-4.11%；Meme币AEON涨84.28%；Solana链上Meme币EPIK市值日内涨超58倍。
- 长鑫科技事件：上市首日收涨465.82%，全天成交额超1400亿，总市值达3.28万亿元，创A股多项纪录。
- 战略与资金动态：Strategy首次回购28.89万股STRC，金额2500万美元；Metaplanet收购Siiibo Securities，计划发行比特币抵押债券。
- 美国监管进程：参议院搁置CLARITY Act，最早下周表决；宾夕法尼亚州法案拟禁止博彩企业为预测市场做市。
- AI与半导体行业：Moonshot AI将开源2.8万亿参数模型Kimi K3，中国开源权重模型Token占比升至68%；SK海力士预期Q2业绩创历史新高。
- Hyperliquid数据复盘：长鑫盘前交易量达1780万美元，96%聪明钱提前做空获利；多数多头来自新交易者，韩国钱包做空最多。
- 投融资与合规事件：英伟达投资Ilya Sutskever新AI实验室；Kraken母公司收购Magic Labs嵌入式钱包业务；香港26岁交易员挪用资金做多ETF，账面亏损1.5亿港元。
1. Hot CEX Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: - 2.97%
- ETH: - 3.57%
- SOL: -4.11%
- BANK: - 15.65%
- AERO: + 0.82%
- XRP: - 4.39%
- DEXE: - 14.5%
- BNB: - 1.39%
- ZEC: - 5.77%
- SNDKB: - 16.31%
24-Hour Gainers (Data source: OKX):
- AEON: +84.28%
- DGB: +18.86%
- KAITO: +11.89%
- ZAMA: +11.28%
- ALLO: + 6.32%
- XPLTR: + 5.59%
- PROS: + 4.52%
- CARDS: + 4.47%
- VELODROME: +4.24%
- MMT: + 4.10%
24-Hour Crypto-Equity Gainers (Data source: msx.com):
- NCTY: 37.38%
- SKDD: 17.06%
- CLS: 12.68%
- DJT: 11.8%
- DEFT: 10.26%
- RGTI: 10.18%
- NVDQ: 10.06%
- AMC: 9.91%
- LONQ: 9.53%
- BMNR: 9.44%
2. Hot On-Chain Memes (Data source: GMGN):
- Solana: CATE, Nongwan
- BSC: Bi You, MarsCoin
Headlines
ChangXin Memory Technologies Closes Up 465.82% on Debut
Odaily reports that ChangXin Memory Technologies debuted yesterday, closing up 465.8%, setting multiple A-share records, with a full-day trading volume exceeding 140 billion yuan and a total market capitalization of 3.28 trillion yuan.
ChangXin Memory Technologies Sets Multiple A-Share Records in First Hour of Trading
Odaily reports that ChangXin Memory Technologies, a leading domestic memory manufacturer, listed on the STAR Market and immediately broke multiple A-share historical records: 1) The first A-share tech stock with an opening market cap exceeding 3 trillion yuan, with an opening total market cap of approximately 3.31 trillion yuan; 2) Topped the STAR Market by market cap, surpassing Semiconductor Manufacturing International Corporation to become the highest-valued listed company on the board; 3) The first single stock in A-shares to exceed one trillion yuan in daily trading volume, surpassing 100 billion yuan in the first hour of trading, on track to set another record; 4) The first new stock in A-shares with both a trillion-level trading volume and over 50% turnover rate, combining massive volume and high turnover for unprecedented trading activity.
Odaily reports, citing The Information and sources familiar with the matter, that a Shanghai-based state-owned enterprise has begun mass production of self-developed DUV (deep ultraviolet) lithography equipment, marking significant progress in the localization of China's semiconductor industry.
The company plans to produce about 5 DUV lithography machines in 2026, expanding to about 20 in 2027. While the gap remains compared to Dutch giant ASML (which delivered 131 immersion DUV lithography systems last year), breaking into mass production of domestic DUV equipment means China's chip manufacturing supply chain is moving towards greater self-sufficiency.
Sources say this batch of domestic DUV lithography machines is scheduled for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker ChangXin Memory Technologies.
ChangXin Memory, a representative company in China's DRAM industry, is expected to be a key adopter of this advanced domestic semiconductor manufacturing equipment. If the domestic DUV equipment operates stably in production lines at companies like ChangXin, it could further reduce China's memory chip industry's dependence on key foreign equipment.
Yuliagsheng, SMIC, Hua Hong, and ChangXin Memory did not respond to requests for comment.
Strategy Makes First Buyback of 288,900 STRC Shares for $25 Million
Odaily reports that BitcoinTreasuries.NET posted on X that Strategy MSTR announced the first repurchase of 288,900 Stretch STRC shares for $25 million under its digital credit securities repurchase plan, funded by its common stock ATM offering.
Industry News
Analyst: SK Hynix Expected to Post Record Q2 Earnings
Odaily reports that Meritz Securities analyst Kim Sun-woo stated that driven by one-time investment gains and rising semiconductor prices, SK Hynix is expected to report record second-quarter results. The analyst estimates SK Hynix's pre-tax profit for April-June will exceed 100 trillion won, including 6.01 trillion won in operating profit and 4.16 trillion won in investment gains from its stake in Japan's Kioxia Holdings via U.S. private equity firm Bain Capital. This performance would surpass the company's record 5.88 trillion won operating profit set in the first quarter. He added that DRAM and NAND memory chip prices rose 30% and 49%, respectively, in the second quarter.
Previously, SK Hynix is scheduled to announce its Q2 2026 earnings results on Wednesday, July 29, 2026.
Korean Media: SK Hynix Plans New Headquarters in Gangnam, Seoul, Adjacent to Samsung HQ
Odaily reports that the SK Group is pushing forward with the acquisition of the former Le Méridien hotel site in Gangnam, Seoul, to build a new SK Hynix headquarters. The site is approximately 1 km from Samsung Group's headquarters, 'Samsung Town'. SK Group Chairman Chey Tae-won is reportedly demanding the building be 'built 5 meters taller than Samsung's'.
The specific participation method for the project has not yet been finalized, with options including land acquisition, project company equity, or advance purchase of office buildings still under discussion. (Asia Economy)
Odaily reports that Chinese AI startup Moonshot AI will open-source the model weights of its high-performance model, Kimi K3. Developers can download the model and modify it for various purposes, or run it in their own data centers or cloud environments.
Kimi K3 features 2.8 trillion parameters and a 1 million Token context window, enabling it to process large-scale documents and codebases in one go. Moonshot AI plans to release a technical report detailing the model architecture, training methods, and performance evaluation results.
Following the Kimi K3 launch, Moonshot AI's daily revenue reportedly increased at least six-fold. Moonshot AI is also advancing a new funding round at a $50 billion valuation and considering a Hong Kong IPO as early as this year.
Bloomberg Intelligence stated that following the launches of Kimi K3 and Z.AI's GLM-5.2, the share of Chinese open-weight models in total Token usage has risen to 68%. AWS Bedrock, Microsoft Azure Foundry, and Google Vertex AI do not yet offer Chinese open-weight models like Kimi K3 and GLM-5.2.
AMD to Establish AI Research Center in South Korea, Building an Open AI Infrastructure Ecosystem
Odaily reports that AMD (AMD.O) will build an AI research center in South Korea and create an open AI infrastructure ecosystem. South Korea's Ministry of Science and ICT announced on the 27th that it signed an MOU with AMD in San Francisco on the 23rd regarding cooperation on the AI chip ecosystem. AMD plans to establish an AI Center of Excellence in South Korea to support technical cooperation between Korean companies, universities, and research institutions, AI chip software development, computing technology verification, and joint research. It will also promote collaboration with domestic Korean AI chip companies. The MOU includes building a heterogeneous AI computing infrastructure connecting AMD's CPUs and GPUs with Korean companies' AI chips (NPUs) that have advantages in inference.
The two parties also plan to create an open AI computing ecosystem, encouraging the participation of Korean companies, covering areas including memory, networking, servers, and software. (Yonhap News)
BlackRock Supports CLARITY Act; Senate Legislative Window Narrows
Odaily reports that BlackRock, the world's largest asset manager, supports the CLARITY Act. Samara Cohen, Senior Managing Director and Head of Global Market Development at BlackRock, stated the bill is a crucial step towards establishing an investor-first digital asset regulatory framework. Cohen said the bill will help shape the next phase of U.S. market structure by supporting innovation while preserving transparency, resilience, and investor protection. Fidelity, Goldman Sachs CEO David Solomon, and Charles Schwab have previously expressed support for related legislation or clearer digital asset rules. The U.S. Senate Republicans released an updated version of the CLARITY Act last week, integrating work from the Senate Banking Committee and the Agriculture Committee. Senate Majority Leader John Thune indicated that Senate work could extend beyond the August recess. Crypto advocacy group Stand With Crypto stated it has sent over 925,000 emails to Congress in 2025 and contacted Congress over 1.1 million times since its inception. The group stated that each Senate vote on the CLARITY Act will be included in a public congressional scorecard.
Futu Securities Officially Launches Trading in South Korean Stocks
Odaily reports that Futu Holdings (03588.HK) announced the official launch of trading in South Korean stocks. Eligible investors in Hong Kong and Singapore can now trade South Korean stocks. The service covers over 2,700 stocks listed on the Korea Exchange's KOSPI main board and KOSDAQ venture board, and also offers trading during the pre-market auction period. (Jin10)
Odaily reports that according to public information and related filings, Kong Jianping holds approximately 18.98 million shares of ChangXin Technology indirectly through the Yifang Changda Fund (subscription of 21.34 million yuan). Based on the opening price of 49.5 yuan, the value of these holdings is approximately 940 million yuan, representing a return of roughly 44 times based on relevant calculations.
Kong Jianping stated that when he invested in ChangXin in 2020, the company's valuation was less than 20 billion yuan, compared to over 3 trillion yuan currently.
Odaily reports that a 26-year-old male trader from Hong Kong's Chee Fu Management Services Limited misappropriated HK$50 million of company funds as margin to buy the CSOP 2x Long SK Hynix ETF with leverage.
Due to the double leverage from margin financing and the 2x leveraged ETF, the position incurred a book loss of approximately HK$150 million. The ETF had risen to an all-time high of HK$193.65 at the end of June but subsequently corrected along with the semiconductor sector, falling over 72% to HK$52.58 by July 20th.
The trader has been arrested by police on suspicion of 'theft'. As the position has not been closed, the final loss will continue to fluctuate with the price. (Tencent News)
Project News
Odaily reports that on-chain data platform Allium posted on X that it recorded Hyperliquid trader positions 36 minutes before CXMT's IPO to observe market changes surrounding the public listing.
Data shows CXMT has been tradeable for 12 days; one minute before the IPO, the perpetual contract price was within 3% of the opening price; 15-minute trading volume jumped from $1 million the previous day to $14 million; total pre-IPO volume reached $17.8 million. Smart money traders established short positions before the IPO and profited, with most holding or even adding to them. Wallets from the US and Hong Kong were the most long, while Korean wallets were the most short. Most long positions came from traders who joined Hyperliquid over the previous weekend.
Losses Widen to $11.8 Million in Triple-A Attack
Odaily reports that the total loss from the attack on stablecoin payment infrastructure Triple-A has expanded to $11.8 million. Previously, Triple-A's hot wallet was suspected to have been hacked, with over $9.3 million stolen and bridged to Ethereum.
SOL Meme Coin EPIK Market Cap Briefly Surges Past $23 Million; Up Over 58x Intraday
Odaily reports that according to GMGN data, the market cap of SOL Meme coin EPIK briefly surged past $23 million, currently reporting at $22 million, with an intraday increase of over 58 times.
Odaily reminder: Meme coin prices are highly volatile, and related narratives can change rapidly. Please be aware of market risks.
Odaily reports that responding to community skepticism about 'holding 50% of tokens being meaningless', EPIK creator Mando stated that he spent three years supporting the project and bought back over 50% of the tokens using personal funds, rather than receiving large amounts via airdrops.
Mando said he jokingly created EPIK during a livestream, then invested seven-figure sums to support the token long-term, stating this is completely different from how some KOLs, creators, and celebrities received and sold tokens in the past three years.
He revealed he did not buy
