24H đồng tiền nóng và tin tức nổi bật｜Ngày đầu niêm yết của ChangXin Memory Technologies lập nhiều kỷ lục trên sàn A-share; Máy quang khắc DUV nội địa đã bắt đầu sản xuất hàng loạt (28/7)
- Quan điểm cốt lõi: Bài viết tổng hợp toàn diện diễn biến thị trường tiền điện tử, điểm nóng trên chuỗi, động thái trong lĩnh vực tài chính truyền thống và AI cùng chính sách quản lý, tập trung làm nổi bật mức tăng vọt phá kỷ lục trong ngày đầu niêm yết của ChangXin Memory Technologies, dữ liệu thị trường Hyperliquid, cũng như những tiến triển mới nhất của Mỹ và Nhật Bản trong quản lý tiền điện tử và chính sách ngành.
- Yếu tố then chốt:
- Thị trường tiền điện tử: BTC, ETH và các đồng chủ lực khác giảm 2.97%-4.11%; Meme coin AEON tăng 84.28%; Meme coin EPIK trên chuỗi Solana có vốn hóa thị trường tăng hơn 58 lần trong ngày.
- Sự kiện ChangXin Memory Technologies: Kết thúc phiên giao dịch đầu tiên tăng 465.82%, tổng khối lượng giao dịch cả ngày vượt 140 tỷ NDT, tổng vốn hóa thị trường đạt 3.280 tỷ NDT, lập nhiều kỷ lục trên sàn A-share.
- Chiến lược & Dòng vốn: Strategy lần đầu tiên mua lại 288.900 cổ phiếu STRC, trị giá 25 triệu USD; Metaplanet mua lại Siiibo Securities, lên kế hoạch phát hành trái phiếu thế chấp bằng Bitcoin.
- Tiến trình quản lý tại Mỹ: Thượng viện tạm hoãn Đạo luật CLARITY, dự kiến bỏ phiếu sớm nhất vào tuần tới; Dự luật Pennsylvania đề xuất cấm các doanh nghiệp cờ bạc tạo lập thị trường cho thị trường dự đoán.
- Ngành AI & Bán dẫn: Moonshot AI sẽ mã nguồn mở mô hình Kimi K3 với 2,8 nghìn tỷ tham số, tỷ trọng token của các mô hình trọng số mã nguồn mở Trung Quốc tăng lên 68%; SK Hynix dự kiến kết quả kinh doanh quý II đạt mức cao kỷ lục.
- Tổng kết dữ liệu Hyperliquid: Khối lượng giao dịch trước giờ mở cửa của ChangXin đạt 17,8 triệu USD, 96% dòng tiền thông minh đã bán khống trước để chốt lời; Phần lớn vị thế mua đến từ các nhà giao dịch mới, ví Hàn Quốc bán khống nhiều nhất.
- Sự kiện đầu tư & tuân thủ: NVIDIA đầu tư vào phòng thí nghiệm AI mới của Ilya Sutskever; Công ty mẹ Kraken mua lại mảng kinh doanh ví nhúng của Magic Labs; Nhà giao dịch 26 tuổi tại Hồng Kông biển thủ tiền để mua ETF vị thế mua, lỗ sổ sách 150 triệu HKD.
1. Hot Tokens on CEX
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%
24h 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%
24h Crypto-Stock 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. Trending Meme Coins On-Chain (Data source: GMGN):
- Solana: CATE, Nongwan
- BSC: CoinYes, MarsCoin
Top Stories
CXMT Surges 465.82% on Market Debut
Odaily News: ChangXin Memory Technologies (CXMT) debuted yesterday, closing up 465.8% on its first day, 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.
CXMT Sets Multiple A-Share Records in First Hour of Trading
Odaily News: Domestic memory chip leader CXMT landed on the STAR Market (科创板), breaking multiple A-share historical records on its first day: 1. First A-share tech stock to open with a market cap over 3 trillion yuan, opening at a total market value of approximately 3.31 trillion yuan; 2. Topped the STAR Market in market cap, surpassing SMIC to become the highest-valued listed company on the board; 3. First A-share stock to see a single-day trading volume exceed 100 billion yuan, surpassing the 100 billion yuan mark within the first hour, poised to make history again for the full day; 4. First new A-share stock to combine a trading volume of hundreds of billions with a turnover rate exceeding 50%, showcasing unprecedented trading activity.
Odaily News: According to The Information, citing sources, a Shanghai-based state-owned enterprise has begun mass production of self-developed DUV (Deep Ultraviolet) lithography equipment, marking significant progress in China's semiconductor industry's push for self-sufficiency.
The company reportedly plans to produce approximately 5 DUV lithography machines in 2026, expanding to around 20 units by 2027. While there remains a gap compared to Dutch giant ASML's output (which delivered 131 immersion DUV lithography systems last year), the breakthrough in mass production of domestic DUV equipment signals further strides towards autonomy and control in China's chip manufacturing supply chain.
Sources indicate that these domestic DUV machines are scheduled for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker ChangXin Memory Technologies.
Among them, CXMT, as a representative of China's DRAM industry, is expected to be a key adopter of this advanced domestic semiconductor manufacturing equipment. If the domestic DUV tools can achieve stable operation in CXMT's production lines, it will further reduce the Chinese memory chip industry's reliance on critical foreign equipment.
Yuliagsheng, SMIC, Hua Hong, and ChangXin Memory Technologies all declined to comment.
Strategy Conducts First Buyback of 288,900 STRC Shares for $25M
Odaily News: BitcoinTreasuries.NET posted on X, stating that Strategy MSTR announced its first repurchase of 288,900 Stretch STRC shares for $25 million under its digital credit securities buyback plan, funded by its common stock ATM offering.
Industry News
Analyst: SK Hynix Likely to Post Record Q2 Earnings
Odaily News: 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 to June will exceed 100 trillion Korean won, including an operating profit of 6.01 trillion won and investment gains of 4.16 trillion won from its stake in Japan's Kioxia Holdings via U.S. private equity firm Bain Capital. This performance would surpass the company's first-quarter record operating profit of 5.88 trillion won. He added that DRAM and NAND flash memory chip prices rose by 30% and 49% respectively in the second quarter.
Previously, SK Hynix announced it will release its Q2 2026 earnings report on Wednesday, July 29, 2026.
Korean Media: SK Hynix Plans New HQ in Seoul's Gangnam, Near Samsung Headquarters
Odaily News: SK Group is moving forward with plans to acquire the former Le Méridien hotel site in Seoul's Gangnam District to build a new headquarters for SK Hynix. Reports indicate the site is about 1 km from the Samsung Group headquarters "Samsung Town," and SK Group Chairman Chey Tae-won has reportedly requested the building be "5 meters taller than Samsung's."
The specific participation method for the project has yet to be finalized, with options including land acquisition, project company equity purchases, or pre-purchasing office buildings still under discussion. (Asia Economy)
Odaily News: Chinese AI startup Moonshot AI will publicly release the model weights of its high-performance model, Kimi K3. Developers will be able to download the model, modify it for various uses, and 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 massive documents and codebases in a single go. Moonshot AI plans to subsequently release a technical report detailing the model's architecture, training methods, and performance evaluation results.
Following the release of Kimi K3, Moonshot AI's daily revenue is reportedly up at least 6-fold. The startup is reportedly advancing a new funding round at a $50 billion valuation and considering an IPO in Hong Kong as early as this year.
Bloomberg Intelligence noted that following the launch of Kimi K3 and Z.AI's GLM-5.2, the share of China's open-weight models in overall 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 Open AI Infrastructure Ecosystem
Odaily News: AMD (AMD.O) will establish an AI research center in South Korea and build an open AI infrastructure ecosystem. South Korea's Ministry of Science and ICT announced on the 27th that it signed a Memorandum of Understanding (MOU) with AMD in San Francisco on the 23rd regarding cooperation on the AI chip ecosystem. AMD plans to set up an AI Center of Excellence in South Korea to support technical collaboration among Korean companies, universities, and research institutions, AI chip software development, computing technology validation, and joint research. It will also promote cooperation with domestic Korean AI chip companies. The MOU includes building a heterogeneous AI computing infrastructure connecting AMD's CPUs and GPUs with Korean NPU chips, which have advantages in inference.
Both parties also plan to create an open AI computing ecosystem, encouraging Korean companies to participate, covering areas including memory, networking, servers, and software. (Yonhap News)
BlackRock Supports CLARITY Act, Senate Legislative Window Narrows
Odaily News: The world's largest asset manager, BlackRock, supports the CLARITY Act. Samara Cohen, Senior Managing Director and Head of Global Market Development at BlackRock, stated that the bill is an important step toward establishing an investor-first regulatory framework for digital assets. Cohen said the bill would help shape the next phase of market structure in the U.S. by supporting innovation while preserving transparency, resilience, and investor protection. Fidelity, Goldman Sachs CEO David Solomon, and Charles Schwab have also previously expressed support for related legislation or clearer digital asset rules. Last week, the U.S. Senate Republicans released an updated text of the CLARITY Act, integrating the work of the Senate Banking Committee and the Agriculture Committee. Senate Majority Leader John Thune indicated that Senate work on the bill could extend beyond the August recess.
Crypto advocacy group Stand With Crypto stated it has sent over 925,000 emails to Congress in 2025, bringing its total contacts with Congress to over 1.1 million since its inception. The organization stated that each Senate vote on the CLARITY Act will be included in a public Congressional scorecard.
Futu Securities Officially Launches Korean Stock Trading
Odaily News: Futu Holdings (03588.HK) announced the official launch of Korean stock trading. Eligible investors in Hong Kong and Singapore can now trade Korean stocks. The service covers over 2,700 stocks on the Korea Exchange (KRX), including the KOSPI main board and the KOSDAQ growth market, and offers trading during the pre-market bidding session. (Jin10)
Kong Jianping Indirectly Holds ~18.98 Million Shares in CXMT, Valued at ~940 Million Yuan
Odaily News: According to public documents and related disclosures, Kong Jianping indirectly holds approximately 18.98 million shares in CXMT through the Yifang Changda Fund (with a capital commitment of 21.34 million yuan). Based on the opening price of 49.5 yuan, the market value of these holdings is about 940 million yuan, representing a roughly 44x return by some calculations.
Kong Jianping stated that when he invested in CXMT in 2020, the company's valuation was less than 20 billion yuan; it now exceeds 3 trillion yuan.
Hong Kong Trader, 26, Misappropriates HK$50M to Long Hynix ETF, Faces Paper Loss of HK$150M
Odaily News: A 26-year-old male trader at Hong Kong's Chee Fu Management Services Limited allegedly misappropriated HK$50 million from the company as margin to buy the CSOP 2x Long Hynix ETF using leveraged finance.
Due to the double leverage from margin financing and the 2x leveraged ETF, the position incurred a paper loss of approximately HK$150 million. The ETF, which hit an all-time high of HK$193.65 in late June, subsequently corrected 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 remains open, the final loss will continue to fluctuate with price movements. (Tencent News)
Project News
Odaily News: On-chain data platform Allium posted on X, detailing its recording of Hyperliquid trader positions 36 minutes before the CXMT IPO to observe market changes around the public listing.
Data shows that CXMT has been tradable for 12 days; 1 minute before the IPO, the perpetual contract price was within 3% of the opening price; 15-minute trading volume grew from $1 million the previous day to $14 million; total pre-IPO volume reached $17.8 million. Smart money traders had established short positions before the IPO and profited, with most holding or even adding to their positions. Wallets from the US and Hong Kong were the most long, while Korean wallets were the most short. Most long positions originated from traders who joined Hyperliquid over the previous weekend.
Loss from Triple-A Attack Expands to $11.8 Million
Odaily News: The total loss from the attack on stablecoin payment infrastructure Triple-A has expanded to $11.8 million. Earlier, 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 Briefly Surges Past $23M Market Cap, Up Over 58x Intraday
Odaily News: According to GMGN data, the SOL meme coin EPIK briefly surged past a $23 million market cap, currently reporting a market cap of $22 million, with an intraday gain of over 58x.
Odaily Reminder: Meme coin prices are highly volatile and associated narratives change quickly. Please be aware of market risks.
Odaily News: Responding to community criticism that "holding 50% of tokens is meaningless," the creator of EPIK, Mando, stated that he spent 3 years supporting the project and bought back over 50% of the tokens with personal funds, rather than acquiring a large allocation through an airdrop.
Mando said he jokingly created EPIK during a livestream and then invested a seven-figure sum to support the token long-term. He claimed this is completely
