Odaily星球日報訊 長鑫科技創始股東及最大國有投資人合肥產投集團發文表示，2016 年在合肥市委、市政府決策部署下投資長鑫科技，此後 10 年持續重倉投資長鑫項目，陪伴其穿越行業週期。
公開資料顯示，2016 年長鑫一期啟動，總投資 180 億元，其中合肥國資投資機構出資 144 億元，佔比 80%。截至長鑫科技上市前，合肥市國資體系通過清輝集電、長鑫集成、產投壹號、合肥建長等平台合計持股約 36.79%。合肥產投集團表示，未來將繼續支持長鑫科技發展並深化全方位合作。（新浪財經）
Odaily星球日報訊 由於全球半導體股票遭遇拋售，加之市場對人工智慧投資的擔憂因中國廠商競爭加劇而升溫，美國科技股預計將走低。亞盤交易時段，韓國 KOSPI 指數暴跌 11%，儲存晶片巨頭三星電子和 SK 海力士股價均下跌超過 13%。日本晶片股佔比較高的日經 225 指數以及台灣加權指數均下跌約 4%。
荷蘭國際集團首席投資策略師 Vincent Juvyns 表示：「投資者減持半導體股票完全合理；目前是獲利了結並進行資產多元化配置的好時機。」不過，鑑於未來幾年行業盈利前景依然明朗，Juvyns 仍建議客戶「繼續持有投資倉位」。他表示：「我認為這輪拋售是長期增長週期中的正常調整階段。」與此同時，投資者倉位風險也在上升。花旗集團數據顯示，納斯達克 100 指數的多頭頭寸目前仍處於虧損狀態，這增加了市場進一步回調的風險。(金十)
Odaily星球日報訊 據 Hyperinsight 監測顯示，此前執行「做空 SKHX、做多 SKHY 」價差擴大交易的 0x434 開頭巨鯨，已在財報前將兩腿全部平倉，組合盈利約 44.27 萬美元：
- 今日 15 時，賣出 2 萬份 SKHY 多單，成交均價約 137.6 美元，成交額約 275.3 萬美元，錄得虧損約 13.3 萬美元；
- 同期，回補 4500 份 SKHX 空單，成交均價約 1071.1 美元，成交額約 482.0 萬美元，錄得盈利約 57.6 萬美元。
按建倉均價折算，其成本隱含的 ADR 溢價約 20.4%，平倉均價對應溢價約 28.5%，價差擴大交易已獲得兌現。不過，該組合並非等額對沖，原有 SKHY 多倉僅覆蓋 SKHX 空倉約 44.4%，利潤部分來自韓股映射合約下跌。
SK 海力士將於韓國時間 7 月 29 日 9 時、即北京時間 8 時發佈第二季度業績。該巨鯨在財報前約 17 小時完成離場，動作顯示其已停止押注溢價繼續擴大，或是在財報窗口前防範價差進一步收斂。
截至發稿，Hyperliquid 上海力士韓股 SKHX 報 1069.5 美元，美股 ADR 合約 SKHY 報 137.91 美元。據折算，ADR 等值價格約 1379.1 美元，較 SKHX 溢價 28.9%。溢價較昨日由約 33.0%收窄約 4 個百分點；同期 SKHX 下跌 13.5%，SKHY 下跌 16.2%。
Odaily星球日報訊 Bybit 今日新增 AMC Entertainment（AMCUSDT）、GameStop Corp（GMESTOCKUSDT）、Visa Inc.（VUSDT）、VanEck Gold Miners ETF（GDXUSDT）、ProShares Bitcoin ETF（BITOUSDT）5 個美股永續合約，最高支援 25 倍槓桿。上線同期享限時手續費優惠：限價單費率 0%，市價單費率 5 折。
According to monitoring by Odaily, two third-party independent websites — strategicethreserve[.]xyz, which previously tracked data related to public companies with ETH treasuries, and strategicsolanareserve[.]org, which tracked data related to public companies with SOL treasuries — have both stopped updating. The former’s latest data is from June 7, showing Bitmine increasing its ETH holdings; the latter website is no longer accessible, and the relevant official account’s last update dates back to November last year.
Odaily 星球日報訊 江卓爾在 X 平台發文表示，本輪走完後將不再做空 ETH，改為做空 BTC。此前其策略為將 ETH 質押成 WBETH 作為保證金，在永續合約等量開空，效果等同於賣出 ETH 現貨，且無槓桿和強平線，同時不損失 ETH 質押利息，並獲得多頭資金費率。後續將改為以 WBETH 作為保證金，按匯率折算等量做空 BTC 現貨。他表示，BTC 已跌破上升通道，ETH 仍在上升通道下邊緣。
Odaily Planet Daily News South Korean AI chip companies Rebellions, FuriosaAI, and DeepX have adjusted their IPO-related plans. Rebellions has postponed its listing on the Korea Composite Stock Price Index to the first half of next year, FuriosaAI plans to target the second half of 2028, and DeepX is aiming for 2027 to 2028.
The three companies are respectively advancing Pre-IPO and Series D financing rounds. Based on valuations, Rebellions is valued at 3.4 trillion won, FuriosaAI at approximately 3 trillion won, and DeepX at around 2.85 trillion won.
Last year, the three companies reported revenues of approximately 32 billion won, 5.7 billion won, and 3.3 billion won, respectively. Related mass production and customer orders include Rebellions' Rebel 100, Renegade, and other next-generation chips.
Odaily Planet Daily News According to MSX.COM data, European chip stocks opened lower, with ASML, BE Semiconductor, STMicroelectronics, and Infineon falling 2% to 3%.
Odaily星球日報訊 匯豐銀行發布《Affluent Investor Snapshot 2026》報告顯示，對全球近 1 萬名高淨值投資者的調查顯示，2026 年加密資產平均配置比例為 6%，同比下降 1 個百分點；但未來 12 個月仍有 45% 的受訪者計劃提高配置，40% 計劃維持不變。新加坡和馬來西亞投資者的加密資產配置分別為 5% 和 6%，均與上年持平；同期全球現金配置降至 19%，資金繼續轉向股票、黃金及另類投資。
Odaily星球日報訊 據 Hyperinsight 監測顯示，一名巨鯨（0x4e23）自昨夜至今晨集中掛出 62 筆 HYPE 限價賣單，價格分佈於 57.27 至 58.34 美元，剩餘計劃賣出約 32.04 萬枚，名義金額約 1846.1 萬美元，加權掛單價約 57.62 美元。
其中，55 筆賣單集中在 57.27 至 57.74 美元，剩餘數量約 27.32 萬枚，金額約 1570.9 萬美元，占全部掛單數量的 85.3%；另有 7 筆位於 58.22 至 58.34 美元，金額約 275.2 萬美元。
HYPE 現報約 55.42 美元，上述賣單較現價高 3.4%至 5.3%，且均非減倉訂單，意味著該巨鯨正等待價格反彈後繼續加空，而非止盈離場。目前已有 8 筆訂單部分成交，累計賣出約 1.04 萬枚，成交金額約 59.7 萬美元。
該巨鯨當前以 5 倍全倉做空約 7.19 萬枚 HYPE，倉位價值約 398.5 萬美元，建倉均價 57.17 美元，浮盈約 12.6 萬美元，回報率約 15.3%。
若剩餘掛單全部成交，其 HYPE 空倉將增至約 39.23 萬枚，預計綜合建倉均價約 57.54 美元，倉位規模將擴大至約 2257.2 萬美元。
Odaily Planet Daily News Sources in the Gulf region stated that Oman has proposed to Iran a plan to establish a joint regional mechanism to manage the Strait of Hormuz, with voluntary fees to be collected. The plan proposed by Oman has received regional support. This plan is based on the Malacca Strait model, where parties using the strait voluntarily contribute funds for navigation safety, environmental protection, search and rescue operations, etc. According to this plan, Iran will not have sole control over the Strait of Hormuz. (Reuters)
South Korean financial regulators have decided to introduce additional supervisory measures, such as an individual investment limit, if the overheating of leveraged products for single stocks fails to subside. They are currently focusing on a plan to limit the leveraged investment amount for individual stocks to within 20% of the total investment amount in all financial investment products.
A reporter noted that according to previously disclosed official statistics from South Korea, as of July 13, the cumulative liquidation scale in July reached 344.2 billion Korean Won (approximately 1.57 billion RMB). Over 1.2 million leveraged retail accounts have triggered margin calls, of which approximately 320,000 to 360,000 accounts have been fully liquidated by brokerages, with some accounts even owing money to the brokerages. (Cailianshe)
