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2026
WED
07/29
08:30
国产首颗OLED TDDI芯片量产

Odaily星球日报讯 集创北方宣布,公司自主研发的国内首颗 OLED 显示触控一体化(TDDI)芯片 ICNA3611 实现在国内知名品牌主流机型中的规模化量产。(金十)

08:26
Service operations continue. Nexo maintains EEA business operations through two MiCA-licensed partners
Odaily Planet Daily News Crypto lending platform Nexo continues its operations in the European Economic Area (EEA) through two German licensed partners, Tangany and DLT Finance. Tangany provides digital asset custody services, while DLT Finance provides brokerage and trade execution infrastructure, both of which hold MiCA and MiFID II authorizations. Nexo stated that its Earn yield products and crypto-backed loans are independent products and fall outside the scope of its partners' authorizations. Previously, the MiCA transitional period ended on July 1st, requiring unauthorized crypto service providers to cease operations or transfer clients. Nexo's partnership model allows its regulated services to continue operations, avoiding a widespread suspension.
08:24
2188萬美元銀行帳戶資金被臨時凍結,Altura購買USDT計畫受阻
Odaily星球日報訊 鏈上收益平台 Altura 發布公告稱,其原計劃透過場外交易合作夥伴,使用 Altura 銀行帳戶的法幣資金購買 USDT,但存放相關資金的銀行帳戶已被銀行臨時凍結,截圖顯示凍結金額約為 1644.6 萬英鎊,約 2188 萬美元,該計畫因此受阻。Altura 表示已就此事與銀行溝通,銀行要求其等待審核完成,並稱如需補充材料會另行聯繫,目前事態發展完全不受 Altura 控制,需等待銀行進一步回應。Altura 同時宣布,由於團隊人手有限,將暫停社群聊天功能,以集中精力應對當前問題,並承諾後續進展將透過其官方 X 帳號、Telegram 頻道及 Discord 及時同步,同時呼籲社群在獲得官方確認資訊前避免猜測。
08:23
ArcNova啟動「全球100張原生面孔IP招募計劃」,打造AI數字演員與原生影視IP矩陣

Odaily星球日報訊 據官方消息,AI 原生影視內容基礎設施平台 ArcNova 正式啟動「全球 100 張原生面孔 IP 招募計劃」。本次計劃面向全球 18–60 周歲的普通素人公開招募,不限國家、職業與行業,旨在篩選 100 張真實、自然、具有辨識度的原生面孔,並透過高精度 AI 數位建模技術,為入選者打造專屬數位影視形象,納入 ArcNova 官方數位影視 IP 庫。

ArcNova 表示,本次招募不是普通模特招募,也不是短期拍攝合作,而是一項面向全球的長期數位影視 IP 共創計劃。入選者將有機會獲得官方簽約肖像授權酬勞、數位影視 IP 認證、影視作品署名、官方曝光資源及長期 IP 合作機會。長期合作入選者的數位形象未來可參與 AI 電影、系列劇集、精品影視作品及海外發行項目,並在授權協議範圍內參與相關商業合作收益。

作為 AI 原生影視內容生態平台,ArcNova 正在圍繞 AI 創作工具、數位演員、內容生產、影視 IP 孵化、創作者激勵和 Web3 參與機制,建構下一代 AI 影視內容基礎設施。本次全球原生面孔 IP 招募,也被視為 ArcNova 完善數位演員體系和長期內容資產儲備的重要一步。

08:23
White House teleprompter operator leaves federal government amid allegations of profiting over $100,000 from Kalshi bets
Odaily Planet Daily News White House teleprompter operator Gabriel Perez is no longer employed by the U.S. federal government. A White House official said Tuesday that Perez was placed on unpaid leave earlier this month but declined to specify whether he resigned or was fired. Perez is accused of using non-public information to profit over $100,000 from bets on the Kalshi prediction market related to speeches by U.S. President Donald Trump. Kalshi's monitoring team detected suspicious trading activity and referred the matter to the U.S. Commodity Futures Trading Commission (CFTC). The Kalshi platform prohibits users from trading on information obtained through their employment relationship.
08:18
麦格理:聯準會聲明措辭可能向鷹派方向調整,加息最可能時間點是12月

Odaily星球日報訊 麥格理集團經濟研究主管大衛·多伊爾表示,聯準會本次會議不會調整利率,但這是今年首次出現決策似乎不太明朗的局面,市場定價隱含的加息機率約為 35%。沃許的措辭以及委員會成員的投票情況將是關鍵。除了利率決定本身,市場可能還會關注是否有投票委員持異議、聲明措辭是否有變化,以及沃許主席在記者會上的溝通方式。

如果維持利率不變,很可能出現反對票,反對票的數量將取決於聲明措辭在鷹派方向上調整的幅度。仍預期下一次政策行動很可能是加息,最可能的時間點是 12 月。本次聲明中對失業率的描述可能會變得更樂觀。6 月的說法是「變化不大」,但此後公佈的數據顯示失業率又出現了一次小幅下降。此外,聲明措辭進一步調整的風險偏向鷹派方向,可能會加入一句暗示未來政策傾向收緊的表述。(金十)

08:10
Hong Kong stocks closed with auto stocks leading the rally, Li Auto (02015.HK) up nearly 10%

Odaily Planet Daily reports that upon closing of Hong Kong stocks, the Hang Seng Index rose 1.96%, and the Tech Index rose 2.84%; auto stocks led the rally, with Li Auto (02015.HK) up nearly 10%, Leapmotor (09863.HK) up 9.5%, and Xiaomi Group (01810.HK) up nearly 9%.

08:09
TD Securities expects the dollar to weaken after the Fed holds interest rates steady
Odaily星球日报訊 美聯儲主席 Kevin Warsh 將於 7 月 29 日公布聯邦公開市場委員會(FOMC)利率決議,市場普遍預期基準利率將連續第五次維持在 3.50% 至 3.75%。CME FedWatch 數據顯示,維持利率不變的機率為 95% 至 98%。 TD Securities 表示,交易員仍高估意外升息的機率,相關定價包含伊朗局勢帶來的風險溢價。該機構認為,若美聯儲按預期維持利率不變,當前市場定價與實際政策行動之間的偏差將收窄。 TD Securities 預計,若美聯儲維持較長時間不加息,美元將在 2026 年下半年下跌約 2%。該機構認為,美聯儲在考慮升息前需要看到通膨持續和勞動力市場強勁的更明確證據。
08:08
成交量超過 bitcoin:native,SKHYNIX 達 19.23 億美元,SNDK 亦超過 10 億美元
Odaily星球日報訊 HyperliquidNews 在 X 平台發文表示,SKHYNIX 的交易量超過 bitcoin:native,達到 19.23 億美元。另一市場 SNDK 的交易量也超過 10 億美元。該情況源於 RAM 和內存公司大規模拋售,並導致高波動性。
08:02
SpaceX IPO後,Solana與Hyperliquid爭奪數十億美元交易量
Odaily星球日報訊 SpaceX 上月完成 IPO 後,Solana 和 Hyperliquid 成為 SpaceX 代幣化股票與永續合約交易最活躍的場所之一。 兩者都在爭奪數十億美元規模的永續合約和代幣化股票交易量份額,圍繞相關交易展開競爭。
08:01
tradeparagon HIP-3交易量突破1.5億美元
Odaily星球日報訊 HyperliquidNews 在 X 平台發文表示,DEX HIP-3 @tradeparagon 的交易量已突破 1.5 億美元。
07:58
European stock markets mostly rose, with defensive sectors seeing capital inflows.

Odaily Planet Daily News Gate data indicates that European stock indices mostly rose in early trading, with the market performing relatively strongly. Strong earnings reports and investors rotating into defensive sectors boosted the Euro Stoxx 600 index, despite ongoing sell-offs led by the semiconductor sector. The UK FTSE 100 index also maintained its upward trend, rising approximately 0.5% intraday, as higher oil prices lifted energy stocks such as Shell and BP. France's CAC 40 index increased by 0.5%, with Kering Group surging 11% after releasing its earnings report, driving the overall luxury goods sector higher. Germany's DAX index rose by 0.3%, where Deutsche Bank saw its share price climb 5.3% after announcing a new stock buyback plan, becoming the main driver of the index's gains. The Netherlands' AEX index edged up by 0.05%; against a backdrop of overall weakness in tech stocks, semiconductor equipment company ASM International fell over 6%, but chemical group IMCD rose by 9%, partially offsetting the drag from the technology sector. Spain's IBEX 35 index fell 0.65%.

07:47
Binance bStocks 總資產管理規模突破 5.9 億美元,超越 xStocks

Odaily星球日报訊 Dune 數據顯示,bStocks 總資產管理規模(AUM)已達到約 5.99 億美元,超過 xStocks 約 5.89 億美元的 AUM 規模。數據顯示,bStocks 在鏈上股票資產賽道的規模進一步擴大,展現出持續增長的市場需求與用戶參與度。

07:40
无债状态已实现,Bitcoin Treasury Capital通过新优先股收益偿还全部计息债务
Odaily Planet Daily News: BitcoinTreasuries.NET posted on platform X, stating that Swedish public company Bitcoin Treasury Capital has fully repaid its interest-bearing debt using funds raised from new preferred shares, and is now debt-free.
07:35
MARA CEO:AI用電收入高於比特幣挖礦,仍將在低成本能源地區挖礦
Odaily星球日報訊 MARA CEO Fred Thiel 表示,用於 AI 基礎設施的電力可產生高於比特幣挖礦的回報,同等電力投入 AI 可獲得更多收入。MARA 仍計劃在低成本或剩餘能源具備經濟吸引力的地區繼續挖礦。 Thiel 表示,MARA 於 2023 年末至 2024 年初開始收購此前託管礦機的站點,到 2024 年底已擁有支援其營運約 70% 的基礎設施。公司隨後將重點轉向能源資產。 MARA 已與 Starwood 合作建立平台,近期目標為約 1 吉瓦計算容量,並規劃超過 2.5 吉瓦。MARA 還於 7 月同意收購德克薩斯州一處站點,該站點可獲得約 2 吉瓦電力,用於數位基礎設施。
07:22
UK FCA: Cross-border Payments Are the Most Clear Use Case for Stablecoins in the Near Term
Odaily Planet Daily News The UK Financial Conduct Authority (FCA) has published the results of its March Stablecoin Sprint policy initiative, which brought together banks, payment companies, stablecoin issuers, and other industry participants to explore the use cases of stablecoins. Participants indicated that cross-border payments are the most clear use case for stablecoins in the near term, particularly in emerging markets with limited access to US dollars; stablecoins offer fewer advantages in major payment corridors where existing systems are already fast and relatively low-cost. Participants also noted that the incentive for domestic UK consumers to switch to stablecoin payments is limited, as existing payment methods are already fast and low-cost. However, merchants could benefit from lower costs and faster settlement. The relevant feedback has been incorporated into the FCA's final rules on June 30 and will influence its subsequent stablecoin payment policies.