Odaily Planet Daily News: Iran's Islamic Revolutionary Guard Corps issued a statement, stating that in the 23rd wave of operation codenamed "Victory 2", it launched a fierce attack on US forces in the region in three phases. The statement claims that in the first phase, Iran attacked and destroyed the US drone maintenance and repair facility at the Sakhir Air Base in Bahrain; in the second phase, Iran attacked targets at the Salman Port in Bahrain; in the third phase, Iran struck facilities at the Camp Arifjan US military base in Kuwait.
The statement said that Iran's Islamic Revolutionary Guard Corps used a large number of missiles and drones to continue launching fierce attacks in order to "retaliate against the relevant military actions of the United States." (CCTV News)
According to MSX.COM data, the US stock AI chip sector is rising, with AMD and Intel up over 5%, Broadcom, Google, and Broadcom up nearly 3%, TSMC up 2.6%, and NVIDIA up 2.3%.
Additionally, US stock computing power leasing companies Nebius and CoreWeave are also rising in early trading, both up over 7%.
Odaily星球日報訊 三星電子、SK 海力士和美光科技三大記憶體晶片公司股價本月均出現下跌，為投資者重新佈局快速成長的存儲晶片行業提供機會。
市場擔憂，當前由人工智慧需求推動的記憶體晶片繁榮可能在未来幾年放缓，重演過去週期性行業中常見的「擴張—過剩—下行」走勢。
分析人士指出，投資者若選擇在當前階段進入記憶體晶片領域，需要相信 AI 驅動的存儲需求增長能夠持續，並能夠抵禦行業週期波動帶來的風險。
在投資選擇方面，一種策略是關注估值最低的公司。三星目前在三大記憶體晶片企業中估值相對較低，可能成為部分投資者獲取存儲行業增長機會的選擇。（The Information）
Odaily星球日報訊 Citrini 分析師 Jukan 在 X 平台發文援引摩根士丹利分析師 Joseph Moore 觀點稱，數據中心領域的記憶體短缺問題仍在持續惡化，市場供應壓力暫無緩解跡象，記憶體供應緊張程度依然高於預期。目前，同規格記憶體產品價格較 2026 年第二季度預計水平相比，第三季度已上漲至少 25%，高於摩根士丹利及第三方機構此前預測。
記憶體供應緊張問題可能在 2027 年和 2028 年繼續加劇，當前市場可用記憶體資源無法滿足人工智能產業快速增長的需求，短期內這一局面難以改變。AI 正在消耗大量 DRAM 產能，導致其他行業可獲得的記憶體資源減少，PC 和智慧型手機等消費電子產品生產已受到影響。
AI 正在消耗大量 DRAM 產能，導致其他行業可獲得的記憶體資源減少，PC 和智慧型手機等消費電子產品生產已受到影響。AI 需求不僅受到記憶體短缺影響，記憶體本身正逐漸成為限制 AI 發展的關鍵瓶頸之一，與數據中心空間和電力供應同等重要。此外，部分雲端計算客戶正在支付高於預期的價格，以獲得提前六週交付的記憶體產品。市場認為，隨著 AI 伺服器建設持續擴張，高頻寬記憶體（HBM）及 DRAM 供應鏈壓力可能進一步延續。
According to data from MSX.COM, the US cloud computing service provider concept sector has rebounded across the board, with Hut 8 and IREN surging over 10%, while Nebius, CoreWeave, and WhiteFiber rose over 6%.
Odaily星球日报讯 根據 MSX.COM 數據，費城半導體指數開盤漲 2%，報 11959.04 點。英偉達股價上漲 1.31%，台積電股價上漲 2.61%，博通股價上漲 2.07%，美光科技股價上漲 3.84%，超威半導體股價上漲 3.63%，阿斯麥股價上漲 2.45%。
According to data from MSX.COM, the US stock chip and storage sectors experienced a moderate rebound. Nvidia's stock price rose 1.5%, TSMC's stock price rose 1.85%, Broadcom's stock price rose 2.25%, SK Hynix's stock price rose 4.15%, Micron Technology's stock price rose 3.99%, AMD's stock price rose 3.54%, ASML's stock price rose 2.19%, Intel's stock price rose 2.63%, Lam Research's stock price rose 2.76%, ARM's stock price rose 2.27%, and SanDisk's stock price rose 3.78%.
Odaily Planet Daily News According to on-chain analyst Ai Yi's monitoring, the whale "First Set 10 Big Goals" has turned bullish on Bitcoin and bearish on AI stocks. He stated that the reason for the four long positions opened since June 25 is that he anticipates a new round of upward movement in BTC, while the corresponding AI/tech stock sector in the US stock market may face a major correction. Based on this judgment, he will treat the long position (69.4 BTC) opened on July 18 as a medium-to-long-term trade, without ruling out the possibility of changing his strategy midway.
Odaily星球日報訊 根據 MSX.COM 數據，美股開盤，道指漲 0.38%，標普 500 指數漲 0.59%，納指漲 0.87%，VIX 恐慌指數跌 3.36%。AI 概念股普遍上漲，Teradyne 上漲 5.74%，CoreWeave 上漲 4.4%，Astera Labs 上漲 3.96%，Micron 上漲 3.87%，百度 上漲 3.83%。
據悉，MSX 是一家頭部 RWA 交易平台，累計已上線數百種 RWA 代幣，涵蓋 英偉達、GOOGL、MSFT、AMZN、META、TSM、AMD 等熱門美股及 ETF 代幣標的。
Odaily Planet Daily News According to the latest data from Gate, gold prices have risen to $4,010.86 per ounce, up 0.24% intraday. Silver prices have risen to $56.676 per ounce, up 2.48% intraday.
The BVIX (BTC Volatility Index) is currently quoted at 37.65, up 3.43% intraday. The EVIX (ETH Volatility Index) is currently quoted at 51.32, up 1.64% intraday.
In the forex market, the USD/CNH exchange rate fell 0.08% intraday to 6.76856. The USD/JPY exchange rate rose 0.01% intraday to 162.418.
In global stock indices, the Euro Stoxx 50 Index (EUSTX50) rose 0.35% intraday to 6235.7 points; the UK FTSE 100 Index (UK100) fell 0.15% intraday to 10554.1 points; the German DAX40 Index (GER40) fell 0.11% intraday to 24831.4 points.
In commodities, WTI crude oil fell 2.02% intraday to $81.95 per barrel. Brent crude oil fell 2.89% intraday to $87.07 per barrel.
Gate supports users in directly trading traditional financial market products on its platform, offering one-stop access to multiple asset classes including precious metals, foreign exchange, global stock Contracts for Difference (CFDs), major indices, and commodities, achieving deep integration of crypto assets and traditional financial assets. Gate's TradFi functionality has been fully integrated into the Gate App and Web platform, allowing users to conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market to continuously enhance their multi-asset allocation experience.
Odaily星球日報訊 英特爾將於美東時間 7 月 23 日美股盤後公布第二季度財報。對此，投行 Wedbush 表示，英特爾預計將交出「強勁」業績，但投資者情緒仍是一個巨大的不確定因素。數據中心業務可能將成為推動英特爾季度業績增長的主要動力，預計該業務銷售額將季增 10%、年增 40%。由於該季度平均銷售價格 (ASP) 實現兩位數百分比增長，公司也可能受惠於定價能力增強。
Odaily星球日報訊 據鏈上分析師 Ai 監測，地址 0xf29…41244 將長鑫存儲 TWAP 空單掛單增持至 31 萬枚，若全部成交將價值 378 萬美元。目前他已在 6.8123 美元的位置開出 25.4 萬枚 CXMT 1 倍槓桿空單，價值 170 萬美元，加上 TWAP 的 31 萬枚掛單，總價值將逼平當前的 Hyperliquid 長鑫存儲 TOP1 頭寸。
Odaily Planet Daily News, according to market sources: Goldman Sachs says hedge funds are selling US tech stocks at a record pace. (Jin Shi)
Odaily星球日報訊 隨著人工智慧相關風險擔憂升溫，投資者對美國股市的看跌押注正攀升至歷史高點，反映市場對當前上漲行情持續性的懷疑。
數據顯示，標普500指數成分股的空頭倉位占自由流通股比例已接近3.79%，創下S3 Partners自2010年開始統計以來的最高水準。同時，羅素3000指數成分股空頭比例近期升至6.3%，同樣刷新紀錄。
此前，自3月底以來，標普500指數累計上漲約18%，推動市場持續走高。但部分投資者開始擔憂，AI驅動的科技股上漲是否可持續，以及高估值環境下市場是否面臨回調風險。
分析人士指出，當前空頭倉位的大幅增加，既反映投資者對AI泡沫風險、盈利預期以及市場集中度的擔憂，也可能成為市場波動加劇的重要信號。
不過，歷史數據顯示，高空頭水準並不一定意味著市場即將下跌，若企業盈利繼續改善或AI投資帶來超預期回報，空頭平倉也可能反過來推動股市進一步上漲。（Bloomberg）
