Odaily Planet Daily News According to Gate data, Brent crude oil plunged $6 intraday and is now at $87.16/barrel, a drop of 6.45%. WTI crude oil fell 6.7% intraday and is now at $83.17/barrel.
Odaily星球日報訊 長鑫科技（CXMT）股票合約在 trade.xyz 一度拉升至 7.60 美元，隨後快速回落，現報 6.91 美元。截至發稿，該合約 24 小時漲幅仍達 12.89%。
Odaily Planet Daily News According to Hyperinsight monitoring, the whale address 0x004e, which had focused its trades on BTC for over three months, stepped out of the cryptocurrency market for the first time today and turned to CXMT (Changxin Memory Technologies).
The whale began to open short positions in CXMT in batches around noon. As of press time, it holds 500,000 CXMT short contracts with 2x isolated margin, with a position value of approximately $3.533 million and an average entry price of $7.47.
As CXMT fell back to $7.0669, this short position has generated an unrealized profit of approximately $204,900, with a return rate of about 10.96%. The liquidation price is $13.58. The address has allocated approximately $3.599 million in margin to this isolated position, and there are currently no pending orders.
In terms of price action, CXMT is currently trading at $7.06, with a 24-hour gain still holding at 15.7%. Converted at the USD/CNY exchange rate of 6.7939, this is equivalent to approximately 48.01 yuan.
Historical transaction records show that the whale only traded BTC in the past three months. This move marks its first foray into equity contracts recently, while it continues to hold a BTC short position with 40x leverage, valued at $6.6 million.
Odaily星球日报訊 LBBW 高級固定收益分析師 Elmar Voelker 在一份報告中表示，投資者可能會重點關注聯準會週三利率決策中潛在反對票的數量。他表示：「我們認為可能會有最多三張反對票，因為早在 4 月份，就已經有這種規模的陣營投票反對聯準會當時『偏寬鬆』的前瞻性指引。」
Voelker 稱，如果聯準會一致決定採取觀望的貨幣政策立場，這將成為利好債券市場的意外之舉，因為這會動搖市場參與者目前的普遍預期——即 9 月加息已幾乎成定局。（金十）
Odaily星球日報訊 據媒體援引知情人士透露，中際旭創目前告訴潛在投資者，其香港上市交易的價格勢將定在低於最高推介價格的水平上。知情人士稱，該公司將把價格定在每股 980 港元；由於事未公開，知情人士要求匿名。之前的最高推介價格為 1,010 港元。（新浪財經）
Odaily星球日報訊 AMD (AMD.O) 將於南韓建設人工智慧研究中心，並打造開放式 AI 基礎設施生態系統。南韓科學技術資訊通信部 27 日表示，已於 23 日在舊金山與 AMD 簽署關於 AI 晶片生態系統合作的諒解備忘錄。AMD 計劃在南韓設立 AI 卓越中心，為南韓企業、高校和科研機構之間的技術合作、AI 晶片軟體開發、運算技術驗證以及聯合研究提供支持，還將推動與南韓本土 AI 晶片企業開展合作。此次諒解備忘錄包括建設異構 AI 運算基礎設施，將 AMD 的 CPU 和 GPU 與南韓企業在推理領域具有優勢的 AI 晶片（NPU）連接起來。
雙方還計劃打造開放式 AI 運算生態系統，推動南韓企業共同參與，覆蓋範圍還包括記憶體、網路、伺服器和軟體等領域。(韓聯社)
Odaily Planet Daily News: Milk Road AI analyst posted on X analyzing the surge in ChangXin Technology's stock price. The analyst stated that in less than the past year, ChangXin Memory's global DRAM market share increased from less than 4% to approximately 7.7%-8%, with first-quarter revenue this year surging 719% year-on-year to 50.8 billion RMB. This growth is mainly driven by Samsung, SK Hynix, and Micron shifting more production capacity towards AI server memory (especially HBM), creating a supply gap in the traditional DDR5 and LPDDR5 markets, which ChangXin Memory has leveraged to fill the demand for mid-to-low-end DRAM.
However, ChangXin Memory's current production capacity is far from sufficient to meet global demand. Its current monthly wafer capacity is approximately 290,000 to 320,000 wafers, lower than Samsung's scale of about 630,000 wafers and SK Hynix's approximately 500,000 wafers. Furthermore, US export restrictions on advanced lithography equipment are also limiting the speed of ChangXin Memory's further expansion.
The analyst believes that ChangXin Memory will still find it difficult to enter the HBM market in the short term, and thus will not change the supply-demand dynamics of AI storage. Samsung, SK Hynix, and Micron will continue to maintain their advantages in high-margin products such as HBM, server DRAM, and LPDDR5X, and the global memory shortage cycle may persist.
Odaily星球日報訊 據 Hyperinsight 監測顯示，0xa314 開頭的巨鯨在原油大漲後，將倉位調整為做多 WTI、做空布倫特，形成一筆總規模約 1500 萬美元的跨品種配對交易，或預期 WTI 延續此前相對強勢。
7 月 14 日至 23 日，Hyperliquid 上 WTI 與布倫特分別上漲約 16.4% 和 13.1%，WTI 明顯跑贏。該巨鯨隨後建立約 9.1 萬份 WTI 多單，並將布倫特空單擴大至約 10 萬份。
但地緣風險降溫後，兩種原油同步回落，WTI 跌幅略高於布倫特，配對交易未能兌現。由於 WTI 多單建倉成本較高，其虧損亦超過布倫特空單收益。
截至發稿，該巨鯨持有 8.6 萬份 WTI 多單及 9 萬份布倫特空單，兩腿總價值約 1514.64 萬美元。其中，WTI 多單浮虧約 61.16 萬美元，布倫特空單浮盈約 19.80 萬美元；疊加此前已實現的約 4.59 萬美元減倉虧損與 1.5 萬美元資金費率，該輪美布原油價差交易累計虧損約 44.44 萬美元。
該地址非專做原油，記錄中，其最初集中交易 NVDA、DRAM、MU、SNDK 等半導體及存儲標的，同時參與 SP500、XYZ100 等股指合約，歷史盈利 860 萬美元。
1. 長鑫科技創下 A 股單日個股成交額記錄；
2. 高盛：AI 支出利好難擋韓股拋壓，槓桿 ETF 規模較峰值腰斬；
3. 伊朗攔截 6 艘企圖通過荷姆茲海峽的船隻；
4. 長鑫存儲上市後最大賣單達 2498.2 萬美元，某地址掛出 142.5 萬份賣單；
5. 王純向幣安存入 673 萬美元資產，包括 3440 枚 ETH 和 3.51 枚 WBTC；
6. 軟銀 400 億美元 OpenAI 投資貸款新增 21 家貸款方；
7. 價值 245 萬美元的 28.11 萬枚 LINK 由某巨鯨從幣安提取；
8. 總持倉價值 1.56 億美元，某巨鯨再從交易所提出 120 枚 WBTC；
9. Lighter：HYPE 與 ZEC 曾短暫劇烈波動，交易機器人損失約 48.2 萬美元。
Odaily星球日報訊 據美國《國會山報》，美國參議員比爾·卡西迪當地時間週日表示，川普很快結束伊朗戰爭「似乎不太可能」，並建議川普向國會尋求推動和平的路徑。卡西迪表示：「我確實認為我們需要就如何繼續推進展開更充分的全國性討論。如果總統能夠迅速結束這場衝突——這似乎不太可能，但他們似乎仍然在保證這可以實現。好吧，那也可以。」卡西迪一直批評川普處理這場戰爭的方式，尤其關注其對生活成本的影響。今年 5 月，在未能保住其參議院席位後，卡西迪成為四名支持推進戰爭權力決議的共和黨參議員之一，該決議要求川普撤回部署在伊朗境內的美國武裝力量。
According to Odaily Planet Daily, a 26-year-old male trader at Hong Kong's Chee Fu Management Services Limited unauthorizedly misappropriated HK$50 million of the company's funds as margin, using leveraged financing to purchase the CSOP Hynix 2x Leveraged ETF.
Due to the dual leverage of margin financing and the 2x leveraged ETF, the position has resulted in a book loss of approximately HK$150 million. The ETF had surged to an all-time high of HK$193.65 at the end of June before retreating along with the semiconductor sector. As of July 20, it had fallen over 72% to HK$52.58.
Currently, the trader has been arrested by the police on suspicion of "theft." Since the position has not yet been liquidated, the final loss will continue to fluctuate with price movements. (Source: Tencent News)
Odaily Planet Daily News According to sources familiar with the matter, SoftBank Group's $40 billion bridge loan raised for investing in OpenAI has attracted 21 new lending institutions to join during the broader syndication phase. The sources stated that these new lenders collectively obtained approximately $7 billion of the loan facility. Among them, First Abu Dhabi Bank, Singapore's GIC, and Standard Chartered Bank each subscribed for nearly $1 billion in shares. The remaining funds were allocated to some banks from Europe, Japan, and the Taiwan region of China. Sources indicated that the remaining $33 billion of the bridge loan is currently still held by underwriters and senior lenders, but further syndication may take place in the future. (Jin Shi)
Odaily星球日報訊 據央視新聞報導，當地時間 7 月 27 日，據伊朗一位知情官員透露，當天凌晨有 6 艘違規船隻關閉了導航和定位系統，在美國的煽動下，企圖非法穿越荷姆茲海峽以南的危險航道。其中一艘船隻發生事故，其餘船隻在伊朗的管控下被遣返回波斯灣。
PPP 預測市場工具監測顯示， Polymarket 上「美國和伊朗在 7 月 31 日前有效停火」機率升至 59%，單日上漲 19%
該事件將在指定截止時間前，若美國連續 14 天未對伊朗採取符合定義的軍事行動，則結算為「Yes」，否則為「No」。
符合條件的軍事行動僅包括美國發起、直接打擊伊朗領土的空襲或地對地飛彈襲擊，包括炸彈、空對地飛彈、空射無人機、巡航飛彈及彈道飛彈等。
不計入的行動包括被攔截或摧毀的彈藥、地對空飛彈、小規模交火、地面行動、網路攻擊、海軍砲擊、火砲攻擊及未執行的威脅或授權行動。
若有關軍事行動的發生、歸因或時間存在爭議，事件將等待官方資訊及可信媒體形成共識後裁定；若 3 個完整自然日後仍存在分歧，將根據當時所有資訊綜合判斷。
結算依據包括美國和伊朗政府、軍方官方資訊及可信媒體報導。
加入 PPP 訊號推送社群，快人一步，掌握先機。
