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）

Odaily Planet Daily News The mediator of the Iran-US negotiations has submitted a proposal to the Iranian side aimed at easing the current situation. The proposal recommends implementing a 10-day ceasefire to seek the resumption of the memorandum of understanding reached between Iran and the US last month. Iranian Foreign Ministry Spokesperson Baghaei said at a press conference that day that Iran has received suggestions from the mediators of the US-Iran negotiations, but declined to disclose specific details. He also stated that Iran's Interior Minister will visit Pakistan that day to consult on matters related to the two countries. (Xinhua News Agency)

Odaily星球日报讯 根据 SoSoValue 数据，截至美东时间 2026 年 7 月 20 日早上八点，上周全球上市公司（不包含挖矿公司）配置比特币的单周总净买入为 133 万美元，相比上周减少 98.4%。

据官方文件显示，Strategy 上周未购买比特币。Strategy 美元储备增加约 2.25 亿美元至约 32.3 亿美元。

日本上市公司 Metaplanet 上周未购买比特币。

此外，另有 1 家公司上周购买比特币。资产管理公司 Strive 于 7 月 20 日宣布花费 115 万美元，以 63,221 美元的价格购买 21 枚比特币，总持仓达到约 19,921 枚。

资本控股公司 ORANGE JUICE 宣布完成 4000 万美元融资，筹资金额用于购买比特币。

截至发稿，统计中的全球上市公司（不含挖矿公司）合计持有比特币总量为 1,139,656 枚，相比上周增加 0.002%，当前市场价值约为 737.6 亿美元，占比特币流通市值的 5.7%。

Odaily星球日報訊 知情人士透露，Google 正在研發一款新型伺服器晶片，內部代號為「Frozen v2」，該晶片將直接整合 Gemini 人工智慧模型的架構設計，以提升 AI 模型運行效率並緩解當前算力供應壓力。Google 希望透過這款新晶片優化 Gemini 模型的推理過程，使其能夠以更低成本、更高效率向用戶提供 AI 服務。業內認為，如果 Frozen v2 成功落地，將進一步強化 Google 在 AI 基礎設施領域的自主能力，並成為其與 NVIDIA、AMD 爭奪 AI 計算生態的重要籌碼。（The Information）

Odaily星球日報訊 AMD 正式推出首款面向人工智能的機架級 AI 系統 Helios，被視為 AMD 對標英偉達 Grace Blackwell 和 Vera Rubin AI 系統的重要產品，並獲得微軟、Meta、OpenAI、Oracle 等企業客戶採用，試圖在 AI 基礎設施市場向英偉達發起更直接競爭。

微軟宣佈將在 Azure 數據中心部署 AMD Helios 系統，成為最新一家採用該平台的客戶。AMD 表示，Helios 預計將於今年晚些時候開始向客戶交付，並用於支持前沿 AI 模型推理、Azure AI 服務以及企業級 AI 應用。市場分析機構 Futurum Group 數據顯示，英偉達目前佔據數據中心 GPU 市場超過 95% 的份額，而 AMD 約佔 4.5%。分析人士認為，如果 Helios 部署順利，AMD 未來有機會獲得 20%-25% 的市場份額，對應數千億美元規模的潛在市場空間。（CNBC）

Odaily Planet Daily News: Musk has completed the acquisition of mobile power generation company APR Energy, with the overall transaction valuation at least $1 billion. Documents show that Duos Technologies sold its 5% non-voting stake in New APR Energy, achieving a net profit of $50.4 million, from which the overall enterprise valuation is estimated to have exceeded $1 billion. APR is headquartered in Florida, USA, and specializes in modular gas and diesel mobile generator sets, with a total installed capacity exceeding 1GW. The fastest deployment time for a single project is 15 to 30 days, capable of providing temporary and backup power for data centers.

Industry analysis suggests that this acquisition is intended to support the expansion of xAI's computing power cluster and reduce reliance on the public power grid. However, the fossil fuel power generation model will also bring trade-offs in terms of carbon emissions, regulatory compliance, and long-term operating costs. (Techrepublic)

Odaily星球日報訊 Bitmine 董事長 Tom Lee 表示，由於同期進行了大規模股票回購，Bitmine 近期 ETH 購買速度有所放緩。但自 2025 年 6 月 30 日啟動 ETH Treasury Strategy（以太坊財庫戰略）以來一直保持每週買入 ETH 的節奏。Bitmine 過去一週回購約 550 萬股普通股，平均回購價格為 15.6156 美元/股，此次股票回購將有助於提升股東價值。此外，Bitmine 自營質押業務過去 7 天產生的收益率為 2.67%（年化），將繼續透過擴大 ETH 儲備規模及質押收益，強化其數位資產財庫戰略。

目前，Bitmine 持有約 578 萬枚 ETH，其中約 490 萬枚 ETH 已投入質押，佔總 ETH 持倉的 85%，預計當前以太坊質押業務年化收入約為 2.47 億美元。（PRNewswire）

Odaily星球日报讯 据链上分析师余烬监测，比特币财库公司 Strategy (MSTR) 现在总共持有 843,775 枚 BTC (价值 546.34 亿美元)，成本均价为 75,476 美元，浮亏 90.5 亿美元 (-14.2%)。以太坊财库公司 Bitmine (BMNR) 上周以约 1,842 美元的价格购买了 7,430 枚 ETH (价值 1,368 万美元)，他们现在总共持有 5,777,468 枚 ETH (价值 108.61 亿美元)，成本均价为 3,376 美元，浮亏 86.43 亿美元 (-44.3%)。

Odaily reported, according to market sources: Morgan Stanley analysts described the recent sell-off in US memory stocks as a "healthy reset" and believe it does not represent a turning point in the memory cycle. Morgan Stanley expects DRAM prices could still rise by over 20%-30% quarter-on-quarter in Q3 2026. This forecast refers to certain channel and product segment metrics and should not be simply equated to the official contract prices for the entire industry's server DRAM.

Odaily Planet Daily News Before the U.S. stock market opens, investors need to focus on the following key financial news:

1. The three major U.S. stock index futures are moderately higher. Dow Jones futures rose 0.26%, S&P 500 futures rose 0.45%, and Nasdaq 100 futures rose 0.92%.

2. International oil prices rose briefly. WTI crude oil futures rose 0.08% to $81.843 per barrel; Brent crude oil futures rose 0.28% to $88.345 per barrel. On the news front, the Houthis announced a "maritime navigation ban" on Saudi Arabia.

3. International gold and silver spot prices were mixed. Spot gold fell 0.12% to $4,011.46 per ounce; spot silver rose 1.75% to $56.86 per ounce.

4. Europe's three major stock indices were mixed. The UK's FTSE 100 fell 0.29%, France's CAC 40 rose 0.29%, and Germany's DAX 30 rose 0.24%.

5. SpaceX plans to order approximately 13,000 Nvidia GB300 AI server racks from Hon Hai, with the transaction size potentially reaching $52 billion. Hon Hai is expected to start shipping in Q4 of this year.

6. JPMorgan said it is "premature" to price in the inflection point for semiconductors into the market now, expecting earnings growth to drive a rebound in the U.S. chip sector.

7. Semiconductor research firm SemiAnalysis stated that by analyzing GitHub code published by AMD executives, Anthropic may become a customer for its AI GPUs, with signs of collaboration between the two parties appearing in public code.

8. U.S. optical communications and memory sectors rose in pre-market trading. Lumentum rose over 3%, Coherent and Corning rose over 2%; SK Hynix, Micron Technology, and SanDisk rose over 4%.

Odaily星球日报訊 以太坊財庫公司 Bitmine Immersion Technologies 披露上週增持 7430 枚 ETH，目前該公司加密資產持倉包括 5,777,468 枚 ETH、207 枚 BTC、價值 5800 萬美元的 Eightco Holdings 股權，價值 1.8 億美元的 Beast Industries 股份。此外，該公司質押的 ETH 總量為 4,917,189 枚（按每枚 ETH 1,879 美元計算，總計 92 億美元）。（PRNewswire）

Odaily Odaily Planet Daily News Vietnam promulgated Decree 284/2026/NĐ-CP on July 16, establishing administrative penalty rules for cryptocurrency-related illegal activities, providing law enforcement support for the local compliant crypto market. The new regulations will take effect on September 1.

The penalty standards are as follows: Individuals conducting crypto transactions on unlicensed platforms face a maximum fine of 50 million Vietnamese Dong (about $1,900); unauthorized issuance of crypto assets or serious violations of anti-money laundering regulations carry a maximum fine of 200 million Vietnamese Dong (about $7,700). Regulatory authorities have the power to halt illegal operations, revoke business licenses, and confiscate related assets. Previously, Vietnam opened applications for crypto exchange licenses in January of this year. The local Deputy Minister of Finance revealed that the first batch of compliant crypto businesses is expected to officially commence in the third quarter. (Cointelegraph)

Odaily Planet Daily reported that according to an announcement from the Shanghai Stock Exchange, upon the filing application of China Merchants Securities Co., Ltd., effective from July 20, 2026, China Merchants Securities will terminate its primary market making services for 6 QDII funds.

In response, China Merchants Securities stated that this is purely a commercial decision and does not involve any judgment on market direction. Specifically, the 6 funds include: Huatai-PineBridge China-Korea Semiconductor Exchange-Traded Open-End Index Securities Investment Fund (QDII) (Code: 513310), China Asset Management Nomura Nikkei 225 Exchange-Traded Open-End Index Securities Investment Fund (QDII) (Code: 513520), Hua-An Mitsubishi UFJ Nikkei 225 Exchange-Traded Open-End Index Securities Investment Fund (QDII) (Code: 513880), Fullgoal Nasdaq 100 Exchange-Traded Open-End Index Securities Investment Fund (QDII) (Code: 513870), Bosera Nasdaq 100 Exchange-Traded Open-End Index Securities Investment Fund (QDII) (Code: 513390), and China Asset Management Nasdaq 100 Exchange-Traded Open-End Index Securities Investment Fund (QDII) (Code: 513300).

Odaily星球日報訊 葉門胡塞武裝於當地時間 7 月 20 日發布正式聲明，宣布對沙烏地阿拉伯實施海上航行禁令，以回應其所稱的沙烏地「不公正且殘暴的封鎖與侵略」。該聲明由葉門武裝部隊發布，自發布之時起生效。聲明援引宗教經典，並歷數沙烏地近十二年來對葉門實施的港口、機場和陸路口岸全面封鎖，稱其「毫無權利或人道主義理由」，給葉門人民帶來「難以承受的苦難」。聲明還指稱，沙烏地近期對沙那國際機場的襲擊是「公然背信棄義的侵略行為」。（金十）

Odaily星球日報訊 那斯達克上市比特幣礦企 LM Funding America 宣布將於 2026 年 7 月 22 日起正式更名為 PowerCompute，以配合其向 AI 算力基礎設施領域轉型的新戰略方向。與此同時，普通股預計將在 7 月 22 日開盤起，以新股票代碼「PWCM」在那斯達克市場交易，CUSIP 編號保持不變，股東無需因名稱及代碼變更採取任何行動。

該公司將利用現有設施資源和低成本電力優勢，為客戶提供高效能運算（HPC）及人工智慧（AI）基礎設施服務。目前，公司已擁有兩處營運設施，總計 26 兆瓦（MW）低成本電力資源，並計劃進一步服務對 AI 算力有需求的企業客戶。此次更名標誌著 LM Funding America 進一步從傳統加密挖礦企業向「算力基礎設施提供商」轉型，押注 AI 資料中心和高性能運算市場增長。（Globenewswire）