Odaily News South Korean stocks rebounded on Tuesday, as the intense sell-off triggered by the unwinding of leveraged positions began to ease, allowing investors to refocus on the inherent strength of this market, which sits at the core of the global AI trade. The Korea Composite Stock Price Index (KOSPI) closed up 3.6% at 6,747.95 points, after rising as much as 4.9% during the session. This followed a plunge of 10.5% over the previous two trading days. The KOSPI remains deep in bear market territory, having fallen 25% from its all-time closing high set on June 22. However, with regulators taking steps to curb leveraged financing products, market attention is shifting back to fundamentals, including sustained strong demand driven by artificial intelligence and the still-optimistic earnings prospects for memory chip manufacturers.
JPMorgan Chase analysts noted: "The fundamental strength of the market remains robust over the next few years." They maintained an "overweight" rating on the South Korean market in their regional asset allocation, with a 12-month target of 12,500 points. "The market should be able to overcome the shock from position unwinding and continue its positive trajectory." (Jin Shi)
Odaily星球日报讯 据 Axel Adler Jr 监测，截至 7 月 21 日，比特币供应集中度指标 HHI（赫芬达尔-赫希曼指数）数值达到 1116.1，高于过去十年 89.6%的历史观测数据。过去 90 天该指数上涨 5.5%，过去 180 天累计上涨 10.1%。
比特币存量分布均匀度持续下降，筹码集中在特定持仓周期群体手中。指数上行主要由 6 至 12 个月持仓周期筹码推动，90 天内，6 至 12 个月持仓筹码占比从 12.9%升至 19.3%；3 至 6 个月持仓筹码占比由 14.3%回落至 6.3%；持有超十年的长线筹码占总量 17.7%。
该变化为原有币龄自然增长，筹码从 3 至 6 个月周期流转至 6 至 12 个月周期，并非新一轮大规模吸筹行为。当前，全市场 81.6%的比特币存量超过半年未发生转账，62.3%的比特币已闲置一年以上。
Odaily星球日報訊 隨著 SpaceX 宣布將於 8 月 4 日發布 2026 年 Q2 財報，根據此前 SpaceX 招股書規定，在公司公布 2026 年 Q2 財報後兩天，符合條件的內部股東股份將開始解禁。
這意味著 SpaceX 股票解禁潮也進入了倒數計時，並且 8 月 6 日將迎來首次大額解禁，佔總股本比例達 8%（早期鎖定池的 20%）的早期股份將被解禁，若是股價較 IPO 發行價上漲 30%且 10 個交易日中有 5 日滿足該標準，可再額外解禁 10%，因此 8 月 6 日當天最大可解禁股份將達 12%。
除 8 月 6 日外，在 SpaceX 2026 年 Q3 財報發布前，8 月 21 日、9 月 10 日、9 月 25 日、10 月 12 日和 10 月 26 日也將分別解禁 2.8%。
Odaily Planet Daily News According to monitoring by Hyperinsight, the "US Stock Trading King" reopened a long position on INTC on the evening of July 17 (last Friday) Beijing time, buying 25,000 shares in batches within about half an hour. He currently holds a 10x leveraged position with an average entry price of $94.57.
As of press time, INTC is up 5.95% on the day, temporarily trading at $100.96. The whale's position is valued at approximately $2.524 million, with an unrealized profit of about $159,700, a return rate of 67.56%, and a liquidation price of $89.69.
During the recent market downturn, the "US Stock Trading King" had scaled back his large positions to Micron Technology (MU). On the evening of July 8, he closed his previous 23,000 long positions on INTC at an average price of $105.31, realizing a profit of approximately $920,300. After re-entering the market nine days later, his current position size is 2,000 shares larger than the previous round.
Currently, the whale continues to hold MU long positions valued at approximately $3.3782 million, with an average entry price of $505.30 and an unrealized profit of about $1.4833 million. Additionally, he has taken small positions in two storage stocks: going long on 250 shares of SanDisk (SNDK), valued at about $367,500, with an average price of $1,438.72 and an unrealized profit of approximately $7,821; and going long on 240 shares of SK Hynix (SKHX), valued at about $300,600, with an average price of $1,412.39 and an unrealized loss of approximately $38,400.
Intel is scheduled to release its Q2 2026 earnings report after the market closes on July 23 (early morning of July 24 Beijing time). The company previously guided for quarterly revenue of $13.8 billion to $14.8 billion and non-GAAP earnings per share of $0.20.
Odaily星球日報訊 據官方消息，OKX Wallet 現已上線「社交登入」，支援用戶透過郵箱、Apple 或 Google 帳號在數秒內建立錢包，全程無需記錄或備份助記詞。透過社交登入建立的錢包仍為自託管錢包，助記詞與私鑰將在 TEE（可信執行環境）中生成、保管並完成簽名，OKX 無法接觸或導出用戶私鑰，用戶始終保有資產控制權，並可隨時導出私鑰或轉為普通助記詞錢包。
據悉，OKX Wallet「社交登入」採用統一帳戶體系，一個帳號可打通 App、瀏覽器插件、網頁及 Agent 四端，登入後自動恢復同一錢包。首批已支援 X Layer、Solana 等 19 條鏈，並原生支援 Swap、跨鏈、限價單、跟單、RWA 等交易場景。
Odaily星球日報訊 據官方消息，MGBX 將於 2026 年 7 月 21 日 18:00（SGT）上線 FWDIUSDT、BNCUSDT、INTWUSDT 永續合約交易對。交易開放時間是 2026 年 7 月 21 日 18:00（SGT）。FWDI、BNC 最高支持 20 倍槓桿，INTW 最高支持 25 倍槓桿。
Odaily Planet Daily reports, according to MSX.COM data, Strategy MSTR price briefly rebounded to above $100, up over 10.5% from last Friday's low.
According to UBS prime brokerage data, hedge funds have reduced their long positions in momentum stocks and semiconductor stocks by approximately 5% of total market value, marking one of the largest reductions on record. Net holdings in semiconductors and software stocks have retreated to April levels. UBS believes the sell-off in momentum stocks is nearing its end and expects it to bottom out by the end of July, advising investors to gradually rebuild positions in AI and semiconductor stocks. The recent uptrend in cyclical stocks such as banks and industrials was primarily driven by short covering; if capital returns to AI, these sectors may face downward pressure. (Cailianshe)
