Odaily Planet Daily News According to Gate data, international oil price gains have narrowed, with WTI crude oil futures up 0.05% to $78.178 per barrel; Brent crude oil futures up 0.56% to $83.770 per barrel.
Earlier news, Trump stated that the Strait of Hormuz is open to all ships except those from Iran. Gulf countries will invest in the United States. A decision has been made to replace the 20% Strait cargo compensation with a trade agreement.
Odaily星球日報訊 美國總統特朗普表示，霍爾木茲海峽對除伊朗以外的所有船隻開放。海灣國家將對美國進行投資。決定用貿易協定取代按 20%比例收取的海峽貨運補償。
Odaily Planet Daily News Federal Reserve Chairman Walsh insisted during his testimony on Tuesday on his commitment to not providing forward guidance on interest rates, with the entire testimony barely touching on interest rate policy. Walsh stated that the Federal Reserve is firmly committed to maintaining price stability and pushing inflation back down to the 2% target, while emphasizing that the Fed has the policy tools needed to achieve this goal. He said: "The more we focus on our own responsibilities, the further we can stay away from politics." Walsh also stated that the Federal Reserve will re-examine its inflation framework to gain a deeper understanding of the factors driving inflation and what measures can be taken to address it.
Regarding the multiple new working groups established by the Federal Reserve, Walsh stated that these groups are currently still in the research and exploration phase. He pointed out that relevant discussions will first take place among the 19 policymakers, that the entire process will remain open and transparent, and that research results and policy ideas will be regularly shared with the public.
On balance sheet policy, Walsh emphasized that the balance sheet is part of monetary policy, not merely an issue of financial market operations. Any balance sheet policy adjustments will be fully communicated and explained in advance, allowing the market sufficient preparation time. When asked how he would respond if Trump attempted to interfere with Federal Reserve policy, Walsh responded that he would continue to fulfill his duties and insist on independently formulating monetary policy. He stated that the Federal Reserve has demonstrated its commitment to policy independence and institutional reform. (Jinshi)
Odaily星球日報訊 根據 MSX.COM 數據，SK 海力士 ADR 股價上漲 15%，報 175.280 美元/股，總市值報 1.28 萬億美元。
此外，美光科技漲 2.78%，西部數據跌 1.87%，希捷科技跌 1.85%，閃迪跌 3.18%，鎧俠 ADR 跌 3.07%。
Odaily星球日報訊 美國一名高級官員確認，輝達面向中國市場的 H200 人工智慧晶片已經開始發貨。不過，該官員表示，目前實際交付數量「非常少」，尚未形成大規模供應。此前，美國商務部已批准約 10 家中國企業採購輝達 H200 晶片。H200 是輝達面向 AI 訓練和推理市場推出的高效能 GPU，也是目前獲准向中國出口的最先進 AI 晶片之一。
Odaily星球日報訊 SK 海力士美國存託憑證（ADR）的選擇權於週二在美國選擇權交易所開始交易。截至紐約時間上午 10:25，選擇權成交量已達約 3.3 萬張，其中逾三分之二集中在本週五到期的短期選擇權。成交最活躍的是行使價 185 美元的買權，成交量約 2,900 張，其次是 145 美元的賣權。此外，8 月到期、行使價 200 美元的買權也頗受歡迎，成交量超過 1,500 張。
Piper Sandler 選擇權業務主管 Daniel Kirsch 表示，交易員預計將積極布局 SK 海力士 ADR 本週繼續上漲的短期交易。「我們預計，市場對短期限、看漲方向的選擇權需求將非常旺盛，尤其是本週五到期的買權，散戶投資者很可能會迅速湧入這一產品。」他說。(金十)
Odaily星球日報訊 OpenAI 創辦人 Sam Altman 在X平台發文表示，過去一週，智能體產品（Codex 和 ChatGPT Work）使用量增長了 2.5 倍。
Odaily Planet Daily News Federal Reserve Chairman Walsh attended the House Financial Services Committee hearing on the "Federal Reserve Semiannual Monetary Policy Report" and stated that he hopes for broader economic growth and more limited increases in inflation. Inflation is a "choice," and now is not the time for the Federal Reserve to shirk its responsibility for inflation. The Fed is committed to price stability, with an inflation target of 2%.
The Federal Reserve has the tools to achieve price stability. The framework adopted by the Federal Reserve in 2020 was a mistake and was unsuccessful. I am pleased that my predecessor later abandoned the 2020 Federal Reserve framework. I will review the inflation framework to understand the causes of inflation and the measures we can take. (Jin Shi)
According to Lookonchain monitoring, US Bitcoin ETFs experienced a net outflow of 6,904 BTC today, with a 7-day net outflow of 8,166 BTC. Ethereum ETFs saw a net outflow of 8,807 ETH today, with a 7-day net inflow of 26,101 ETH.
According to data from MSX.COM, Morgan Stanley rose 4.8% to an all-time high, with a total market capitalization of $366 billion.
Separately, Arkham monitoring shows that the total Bitcoin holdings of Morgan Stanley's spot Bitcoin exchange-traded fund (ETF), MSBT, have reached 5,761 BTC, valued at over $300 million.
Odaily星球日報訊 預測市場平台 Kalshi 宣布推出用於定價 AI 計算力成本的遠期曲線工具，通過每周與每月的算力成本事件合約，給出最長一年期的單一遠期價格，用於衡量未來租用不同等級 GPU 的成本走向。據悉，該工具可為後續算力相關期貨、期權等衍生品提供定價基礎，服務對沖與風險管理需求。（Bloomberg）
