Odaily Planet Daily News Today, Dan Bin posted on Xueqiu, saying, "When there's a big drop, you must dare to buy; I've just used up my last bullets." Previously, he had written, "The 2x Long SK Hynix ETF dropped 25.72% at one point today. Leveraged tools can amplify gains, but they also multiply risks. When the tide goes out, the cruelty of market fluctuations becomes clearer. This shows that such leveraged products require extra caution."
Dan Bin believes that SK Hynix has become one of the landmark companies in this round of the AI market trend. Given the current pace of adjustment, the short-term direction will likely become clear soon. Of course, over a longer time horizon, only companies with continuously improving supply-demand dynamics and steadily enhancing profitability can survive one cycle after another.
Odaily星球日報訊 香港存儲概念股午後反彈，南方兩倍做多海力士跌幅收窄至 17%，此前一度跌超 28%，南方兩倍做多三星電子跌幅收窄至 12%，此前一度跌超 18%，兆易創新跌 6%，瀾起科技跌超 4%。
Odaily Planet Daily News: Broad-based ETFs saw a significant increase in volume again today. The trading volumes of the SSE Science and Technology Innovation Board 50 ETF (managed by China Asset Management) and the ChiNext ETF (managed by E Fund) both exceeded 100 billion. Additionally, the trading volumes of the CSI 1000 ETF (managed by China Southern Asset Management) and the CSI 300 ETF (managed by Huatai-PineBridge) both approached 50 billion. Since July, the net cumulative subscription and redemption inflow for the SSE Science and Technology Innovation Board 50 ETF (China Asset Management) has been 34.8 billion, for the CSI 300 ETF (Huatai-PineBridge) it has been 29.5 billion, and for the ChiNext ETF (E Fund) it has been 29.3 billion. (Jin Shi)
Odaily星球日報訊 7 月 29 日，港股市場小盤股交投活躍，資本市場、工業電子及金融服務等板塊個股表現亮眼。Gate 平台港股漲幅榜顯示，鼎石資本（00804）大漲 73.17%，現報 HK$7.10；致豐工業電子（01710）上漲 20.87%，現報 HK$0.55；高裕金融（08221）漲幅 18.68%，現報 HK$2.35。此外，Gate 於 7 月 29 日 16:00 至 8 月 7 日 16:00（UTC+8）開啟港股合約熱力賽，用戶報名即可領取 5 USDT，並參與 ZHIPUUSDT（智譜）、TENCENTUSDT（騰訊）、XIAOMIUSDT（小米）等熱門港股合約交易挑戰。完成首次交易、每日打卡及交易任務，最高可獲得 240 USDT 獎勵，活動總獎池達 50,000 USDT，助力用戶把握 AI 科技、消費龍頭及港股指數熱門行情。
Gate 股票已形成覆蓋美股、港股及韓股三大核心市場的 7×24 小時交易服務體系，支援超過 10,000 隻美股及 ETF、1,500 餘隻港股及 1,000 餘隻韓股，合計覆蓋全球超過 12,500 隻股票及 ETF 資產。用戶可透過 Gate 統一帳戶使用 USDT 一站式參與全球股票投資，支援最低 0.01 股起投的碎股交易，且享有股票分紅權益。平台同時支援美股及港股跨券商轉倉，並支援拆股、合股等公司行動，進一步優化股票投資服務體驗。
星球午訊
1. 長鑫存儲漲超 6.5%，A 股存儲芯片板塊午後異動拉升；
2. 「大空頭」Michael Burry 做空半導體獲利最高約 34.7%，組合浮盈約 20%；
3. SK 海力士創最大單日跌幅紀錄，日內跌超 17%；
4. OpenAI 已重置 ChatGPT Work 和 Codex 用戶使用限額；
5. Ansem 回應開發者困境：鼓勵基於 ANSEM 構建，降低代幣發行風險；
6. Grvt 公佈 TGE 細節，7 月 30 日開放 GRVT 空投查詢與領取；
7. 港股存儲概念股延續跌勢，兩倍做多海力士 ETF 跌超 25%。
Odaily Planet Daily News Gate market data shows that the A-share memory chip sector experienced an unusual afternoon rally. YT Micro, GigaDevice, and others narrowed their declines, while Torrence surged over 16%, C Changxin rose over 6.5%, and Zhengfan Technology gained over 10%.
Odaily星球日報訊 Uniswap 創辦人 Hayden 在 X 平台發文表示，DeFi 領域最大的誤解之一是 DEX 聚合器消除了 AMM 的分發優勢。將代幣放在 Uniswap 上，就像免費同時上線全球所有交易所，其他 AMM 無法做到這一點。
Odaily星球日報訊 據市場公開數據，“大空頭”Michael Burry 曾於 6 月 30 日在輝達（NVDA）、應用材料（AMAT）和費城半導體 ETF（SOXX）建立空頭倉位，並於 7 月初開始直接做空美光科技。
截至 7 月 28 日美股收盤，AMAT 做空浮盈幅度約 34.7%，SOXX 約 23.3%，美光科技約 22.0%，輝達約 0.5%。若不考慮倉位權重，其 6 月底至 7 月初建立的半導體空頭組合簡單平均浮盈幅度約 20.1%。
此外，若按 7 月 24 日收盤價估算其新增空頭倉位，截至 7 月 28 日收盤，美光科技、輝達和 SOXX 的加空部分浮盈幅度分別約 10.9%、4.8%和 6.4%，簡單平均約 7.4%。
由於目前缺少具體做空規模、期權結構、加倉比例以及是否平倉等資訊，暫無法計算其實際盈利金額。
Odaily Planet Daily News, July 28th Eastern Time, the Morgan Stanley Ethereum Trust (MSSE) officially listed on NYSE Arca, bringing the total number of listed ETH spot ETFs to 11.
According to SoSoValue data, on its first day of listing, MSSE saw a net inflow of $5.15 million, trading volume of $19.03 million, and total net assets of $6.18 million.
The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock's ETF ETHB, with a net inflow of $5.91 million. ETHB's historical total net inflow has now reached $529 million.
As of press time, the total net asset value of Ethereum spot ETFs is $10.50 billion, with the ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) reaching 4.53%, and the historical cumulative net inflow has reached $11.21 billion.
PPP 預測市場工具監測顯示， Polymarket 上「美伊在 8 月 7 日前進行美伊和平談判」概率跌至 9%，24 小時下跌 14%
該事件將根據美國與伊朗雙方代表是否在指定日期（美東時間 11:59 PM 前）開啟下一輪正式高級別和平談判進行結算。
符合條件的談判必須為雙方高級代表參與的線下外交會議或談判輪次，代表需以官方身份參與，並獲得各自政府授權，可直接開展或實質推動外交談判。
通過指定調解方、協調方或中間人進行的線下外交也可計入，但美國和伊朗雙方高級代表需參與同一正式外交進程，且雙方政府知情並授權。雙方代表無需同時處於同一地點。
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