Odaily Planet Daily reported that according to sources, U.S. Senators Thom Tillis and Ruben Gallego have reached an initial agreement on the ethics provisions within the CLARITY Act, but specific details have not yet been made public.
These provisions aim to limit direct connections between senior government officials and crypto projects, with the core target being Trump's family crypto business. Trump has previously agreed to the adjusted plan, which the White House calls "the most extensive ethical constraints in history."
However, the Democratic side believes that the plan does not require substantial changes from Trump and that the Department of Justice, being led by his appointed personnel, makes it difficult for related enforcement to form effective constraints.
The new proposal put forward by Tillis and Gallego still needs to gain support from the White House and sufficient Democratic backing to advance to subsequent procedures. (CoinDesk)
Odaily星球日報訊 Arm 發布 2027 財年第一財季財報，營收為 12.9 億美元，年增 22%，高於市場預期的 12.6 億美元；調整後每股盈餘為 0.45 美元，年增 29%，高於市場預期的 0.40 美元。
財報顯示，Arm 調整後淨利潤為 4.8 億美元，年增 28%；授權收入為 5.74 億美元，年增 23%；版稅收入為 7.15 億美元，年增 22%，其中資料中心版稅收入年增超過一倍。
Arm 表示，AI 與資料中心業務持續增長。AGI CPU 自 3 月推出以來，客戶預期訂單規模已從約 10 億美元提升至超過 20 億美元。Arm Neoverse 資料中心處理器累計出貨量已超過 15 億個核心。
此外，NVIDIA Vera 已全面投產，AWS 與 Meta 達成多年協議部署數千萬顆 Graviton5 核心，Qualcomm 也計劃推出基於 Arm 架構的資料中心 CPU Dragonfly C1000。
Arm 預估第二財季營收約 13.8 億美元，調整後每股盈餘約 0.47 美元，均高於市場平均預期。公司同時表示，智慧型手機版稅收入增長將放緩，受此影響，盤後股價一度下跌約 7%。
Odaily星球日报讯 美国中央司令部表示，美军于美国东部时间晚上 8 点开始对伊朗发起打击。
美方称，此次行动是对昨日伊朗试图袭击驻中东美军的回应。（金十）
Odaily Planet Daily News According to institutional analysis, so far in July, the equal-weight Nasdaq 100 Index has underperformed the equal-weight S&P 500 Index by 6.8 percentage points, potentially marking its worst single-month relative performance on record. This follows four consecutive months of the equal-weight tech stocks outperforming the broader market. In the past 20 years, there has never been a case where the average performance of tech stocks lagged behind the average performance of the S&P 500 by more than 5 percentage points. Meanwhile, the equal-weight S&P 500 Index has risen 2.2% month-to-date, remaining at historically high levels. In contrast, the equal-weight Nasdaq 100 Index has fallen 4.6%, approaching its lowest level since mid-May. Investors are taking profits from tech stocks at a record pace. (Golden Ten)
Odaily 星球日報訊 CICC 研究報告指出，美聯儲 7 月會議維持利率不變，但內部鷹派力量進一步增強，三位票委投票支持加息 25 個基點。我們認為，本次會議最大的變化並非利率決議，而是 Warsh 試圖減少政策干預，更多依賴市場利率自發上升來收緊金融條件，將部分緊縮功能「外包」給市場。然而，在通脹持續高於目標的背景下，此舉很容易削弱市場對美聯儲政策公信力的信心。會後，長端美債收益率大幅走高，殖利率曲線明顯陡峭化，或反映投資者開始定價更高的長期通脹與政策風險。展望未來，我們認為若就業或通脹數據超出預期，市場不僅將進一步提高 9 月加息預期，還可能定價美聯儲「行動過晚（too late）」的風險。長端利率進一步上行，風險資產也將面臨更大的調整壓力。（金十）
Odaily Odaily reports that Meta Platforms (META.O) released its second-quarter earnings, achieving record revenue, but increased investment in AI infrastructure has sparked market concerns over cost pressure.
Meta's second-quarter revenue reached $60.8 billion, a 28% increase year-over-year; net profit was $15.8 billion, falling short of analyst expectations. The company also slightly raised the lower end of its annual capital expenditure guidance, from $125 billion to $130 billion, while maintaining the upper limit at $145 billion.
As a result, Meta's stock fell over 6.8% in after-hours trading. To accelerate its AI competition, Meta has invested tens of billions of dollars in chip procurement, data center construction, and top talent recruitment. Recently, it also partnered with BlackRock to raise at least $12 billion for building a data center in Texas. Meta's free cash flow for the second quarter was $784 million.
Odaily星球日報訊 三星電子第二季度淨利潤為71.3兆韓元，高於市場預期的68.5兆韓元；晶片部門營業利潤為89.2兆韓元。
三星電子第二季度營業利潤為89.4兆韓元，與此前預估一致；營收為171兆韓元，同樣符合預期。
三星電子表示，下半年伺服器晶片需求強勁，晶片供應短缺情況預計將持續。同時，記憶體業務預計將受益於持續增長的人工智慧基礎設施資本支出和更廣泛的自有AI應用需求。
公司稱，行動和PC晶片需求預計放緩，下半年記憶體業務仍面臨不確定性。此外，三星計劃在下半年提升智慧型手機市佔率，代工業務預計今年營收將實現兩位數增長。（金十）
Odaily星球日报訊 根據 Gate 數據，SK 海力士跌幅擴大至近 5%，三星電子盤初漲幅回落，已抹去約 4% 的漲幅。
韓國 KOSPI 指數盤初快速轉跌，目前跌超 1.2%。
