Odaily星球日報訊 逢低買盤進場推動華爾街反彈，晶片製造商走高。投資者押注，推動本輪牛市的人工智慧交易仍有進一步上漲空間。

瑞銀交易部門表示，動能股的急劇拋售可能接近尾聲，為投資者重新建立人工智慧和半導體股票倉位創造了機會。該板塊可能正在築底的部分原因是大量投機性倉位已經解除。瑞銀主經紀業務數據顯示，對沖基金已將動能股和半導體股的多頭倉位削減約相當於總市值的 5%，降幅為有記錄以來最大之一。

Odaily News According to data from MSX.COM, SanDisk's stock price rose 10.02% to $1530.385 per share, with a total market capitalization of $226.6 billion. Additionally, Micron Technology rose 7.56%, Western Digital rose 8.53%, Seagate Technology rose 7.32%, and SK Hynix rose 7.92%.

According to data from MSX.COM, the U.S. cloud computing services sector remains active, with NEBIUS up over 7%, Cerebras Systems up nearly 5%, and Hut 8 and CoreWeave up nearly 4%.

Odaily星球日報訊 永續合約交易平台 Ondo Perps 已上線代幣化股票抵押功能，所有用戶現可使用 Ondo Stocks 代幣化股票作為保證金，為永續合約部位提供抵押支持。

該功能首批支援代幣化標普 500 ETF（SPYon）和納斯達克 100 ETF（QQQon）。Ondo 表示，用戶無需再將資金轉換為穩定幣，或出售持有資產，即可利用代幣化股票作為生產性資本參與衍生品交易。Ondo Perps 表示，目前平台累計交易量已超過 38 億美元，交易者需求主要集中在以下方面：單一平台內實現股票風險對沖；為股票永續合約提供深度流動性；更低點差和更小滑點；接近中心化交易所（CEX）的執行速度；全天候 7×24 小時交易；最高 20 倍槓桿。

Ondo 表示，代幣化股票抵押功能是其「生產性資本」（productive capital）戰略的重要組成部分，目標是提升代幣化股票資本效率，並推動鏈上股票永續合約市場的流動性和效率逐步接近傳統衍生品市場。

此前，Ondo Stocks 已率先推動美股資產代幣化，而此次 Ondo Perps 進一步將交易和保證金機制建立在代幣化資產基礎之上。

Ondo 表示，當前永續合約交易只是其更大願景的一部分，未來將繼續構建覆蓋交易、融資、保證金管理等功能的鏈上主經紀商（prime brokerage）基礎設施，為代幣化資產生態提供更完整的金融服務層。

Odaily Planet Daily News According to on-chain analyst Ai Yi's monitoring, a whale that has accumulated over $109 million in ETH and WBTC since July has seen paper profits exceed $10 million. In the past 24 hours, the whale added another $9.87 million in WBTC. After this addition, the July construction update shows 49,500 ETH and 600 WBTC, with a total value of $122 million, an average cost of approximately $1,706 and $63,950, and a paper profit of $12.593 million.

Odaily Planet Daily reports that according to MSX.COM data, possibly due to Bitcoin returning above $66,000, the US stock cryptocurrency concept sector has collectively surged. Circle rose over 10%, Coinbase over 9%, Robinhood over 6%, TeraWulf and Strategy over 4%, and Riot Platforms and CleanSpark over 2%.

According to data from MSX.COM, the US optical communications sector experienced broad gains at market open, with Coherent and Marvell Technology up nearly 7%, Lumentum up over 6%, Credo and Ciena up over 5%, and Corning up over 3%.

Odaily星球日报讯 数字金融科技公司 Cashea 宣布完成两轮总额 1 亿美元融资，包括 6000 万美元 B 轮融资，由 FinSight Ventures 领投，Endeavor Catalyst、Plug and Play、美国多所大学捐赠基金以及拉美投资者参投，以及 4000 万美元 A 轮融资，其中包括 2000 万美元股权融资和 2000 万美元债务融资，由 Spice Expeditions 领导，Architect Capital 提供债务资金支持。

Cashea 成立于委内瑞拉，主要通过移动应用提供数字金融服务，由于当地银行信贷市场长期受到限制，消费者融资需求持续存在，Cashea 试图通过科技平台为消费者和商户提供更便捷的支付及信贷解决方案。（Bloomberg）

Odaily星球日報訊 SemiAnalysis 在 X 平台發文表示，數據中心傳統備用電力設備——往復式發動機（Reciprocating Engines）正在從「應急備用」角色轉向全天候主力供電來源，以滿足 AI 算力擴張帶來的巨大電力需求。

SemiAnalysis 指出，過去數據中心通常僅在電網故障時啟用現場往復式發動機備用電源，每年運行時間僅為數小時。但隨著電網容量受限，越來越多數據中心開始將這些設備重新用於主電源（Prime Power），實現持續供電。

根據 SemiAnalysis 能源模型測算，今年往復式發動機製造商，包括 Caterpillar、INNIO 和 Cummins 等，預計已簽訂約 1GW 的電表後供電（Behind-the-Meter，BTM）項目訂單；2027 年和 2028 年相關訂單規模預計均將超過 4GW。

SemiAnalysis 表示，目前這些訂單規模相比未來潛在需求仍十分有限。其對美國電網約束進行建模後發現，現有電力供應餘量預計將在 2027 年至 2028 年耗盡，而截至 2030 年的公用事業級新增發電計劃也不足以滿足不斷增長的數據中心負載需求。

基於其數據中心模型，SemiAnalysis 估計，未來仍有約 140GW 已識別數據中心項目尚未簽訂電力供應合同，並可能採用電表後供電模式。

在可用於電表後供電的技術中，包括往復式發動機、航空衍生燃氣輪機（aeroderivatives）以及燃料電池等，SemiAnalysis 預計往復式發動機將佔據最大份額。

機構認為，往復式發動機具備成本和部署速度之間的最佳平衡，同時具有模塊化優勢，可支持數據中心分階段擴容；相比燃料電池，其商業成熟度和融資可行性更高。隨著製造商未來幾年擴大產能，往復式發動機有望成為 AI 數據中心解決電力瓶頸的重要基礎設施。

SemiAnalysis 表示，AI 算力增長正在推動數據中心從依賴傳統電網供電轉向「電網+自備能源」的混合模式，能源基礎設施正在成為 AI 產業擴張的新核心約束。

Odaily星球日報訊 Bitmine 董事長、Fundstrat 聯合創始人 Tom Lee 表示，「AI 下游」（AI downstream）相關資產的相對表現正在持續增強，其中以太坊（ETH）相較於 DRAM（動態隨機存取記憶體）板塊近期展現出明顯超額收益。

Tom Lee 揭露數據顯示，過去一個月內，ETH 相對 DRAM 的表現優勢擴大至 7200 個基點（72 個百分點）。同期，ETH 價格上漲約 24%，而 DRAM 相關 ETF 則下跌約 38%。

Tom Lee 認為，隨著 AI 基礎設施投資從晶片、算力供應鏈逐漸向應用層和數位基礎設施擴散，部分「AI 下游」資產正在獲得市場重新定價。

作為長期看好以太坊生態的市場人士，Tom Lee 此前多次強調，隨著穩定幣、代幣化資產以及鏈上金融應用發展，以太坊可能成為 AI 時代數位經濟基礎設施的重要組成部分。此次數據對比顯示，加密資產與傳統 AI 硬體供應鏈之間的表現分化正在擴大。

Odaily Planet Daily News According to MSX.COM data, the Philadelphia Semiconductor Index rose 4.50% at market open. Among its constituent stocks, Nvidia's stock price rose 2.32%, TSMC's stock price rose 3.49%, Broadcom's stock price rose 2.65%, Micron Technology's stock price rose 7.26%, AMD's stock price rose 4.78%, and ASML's stock price rose 3.2%.

Odaily Planet Daily News According to MSX.COM data, US memory chip concept stocks led gains, with Micron Technology rising 6.8%, SK Hynix rising 6.9%, and SanDisk and Western Digital both rising over 8%. Semiconductor equipment, wafer foundry, and optical communications also moved higher, with UMC rising 5.6%, TSMC rising over 4%, Lam Research rising 6%, and Applied Materials and KLA rising over 5%. Lumentum rose 6%, and Marvell Technology rose 5.6%.

Odaily Planet Daily News According to MSX.COM data, at the US stock market open, the Dow Jones rose 0.44%, the S&P 500 index rose 0.56%, the Nasdaq rose 0.94%, and the VIX fear index fell 4.4%. AI concept stocks broadly rose, with Teradyne rising 9.59%, Micron rising 7.63%, Marvell rising 6.65%, Astera Labs rising 6.55%, and Ambarella rising 5.27%.

It is reported that MSX is a leading RWA trading platform, which has listed hundreds of RWA tokens, covering popular US stocks and ETF token targets such as NVIDIA, GOOGL, MSFT, AMZN, META, TSM, AMD, etc.

Odaily Planet Daily News According to the latest data from Gate, the price of gold rose to $4,051.64 per ounce, with an intraday gain of 1.04%. The price of silver rose to $58.375 per ounce, with an intraday gain of 3.54%.

BVIX (BTC Volatility Index) was last quoted at 38.6, with an intraday gain of 3.1%. EVIX (ETH Volatility Index) was last quoted at 50.47, with an intraday decline of 0.2%.

In the forex market, the US Dollar against Offshore Chinese Yuan (USD/CNH) fell 0% intraday, with the current exchange rate at 6.76853. The US Dollar against Japanese Yen (USD/JPY) rose 0.19% intraday, with the current exchange rate at 162.798.

In terms of global stock indices, the Euro Stoxx 50 Index (EUSTX50) rose 0.29% intraday to 6,250.22 points; the UK FTSE 100 Index (UK100) rose 0.77% intraday to 10,547.7 points; the German DAX 40 Index (GER40) rose 0.76% intraday to 24,867.8 points.

In the commodities sector, WTI crude oil rose 2.77% intraday to $85.35 per barrel. Brent crude oil rose 1.89% intraday to $89.99 per barrel.

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