Odaily星球日報訊 據 AXIOS 報導，谷歌 DeepMind 聯合創始人兼首席執行官 Demis Hassabis 呼籲美國建立一個新的 AI 監管機構，該機構應有權審查全球最先進的 AI 模型，並在風險加劇時協調全行業放緩發展步伐。Hassabis 表示，現在是時候採取更「系統化」的人工智慧監管方法了——由行業資助，由世界一流的技術專家組成，並對美國政府負責。

他表示，目前 AI 帶來的網路安全風險只是「預警訊號」。他認為，在未來 18 個月內，這些能力以及更嚴重的生物和核安全風險，都可能出現在任何政府都無法控制的開源模型中。他還特別強調，風險不僅來自開源模型，更將來自各大 AI 實驗室未來推出的更強大的專有模型。據悉，Hassabis 數月來一直在低調推動這一計畫，在公開發布之前，已向川普政府、其他 AI 實驗室負責人以及歐洲官員進行了溝通，並表示「聽到的反饋都非常積極」。(金十)

Odaily Planet Daily News According to US media outlet Semafor, a White House official stated that Trump is "very serious" about his plan to impose a 20% transit fee on cargo passing through the Strait of Hormuz, a plan he has been looking to advance for months. Trump has long been interested in imposing transit fees; in April, he questioned why his administration "didn't" do so and threatened to start collecting fees in June if an agreement with Iran was not reached within 60 days. However, Trump does not always follow through on his ideas, and until this week, he had refused to formally announce the plan—partly due to opposition from some within his inner circle. "This has always been something he wanted to do, but some people tried to persuade him to abandon it,"

a White House official said. "For him, it has always been his instinctive decision; he just came back to it again." It remains unclear how this fee system, linked to the re-imposition of a naval blockade in the strait, would operate, or whether the US has even consulted with Gulf states on the matter. According to the official, the details of the plan are still being finalized. (Jin Shi)

Odaily星球日報訊 美國銀行最新基金經理調查顯示，那些激進買入股票的全球投資者應考慮降低持倉敞口。該行策略師指出，資產配置者已變得極度看漲——這通常是市場的一個警示信號，投資者現金持有比例已從上個月佔資產的 4.1% 降至 3.6% 的「極低」水平，與此同時，美股持倉處於 2024 年 12 月以來的最高水平，淨超配幅度達 24%。

Michael Hartnett 領導的團隊在報告中寫道：「美國銀行『牛熊指標』讀數高達 9.4（該指標的區間為 1 到 10），處於極度看漲區間，這表明應減少股票和高貝塔資產的敞口。由於市場倉位過於樂觀，風險資產在夏季的進一步上漲空間將受到抑制。」（金十）

According to Odaily Planet Daily, the office of New York Governor Kathy Hochul stated that she plans to sign an executive order on Tuesday to halt the construction of large-scale data centers, with the ban lasting up to one year. The order takes effect immediately and applies to data centers with a power consumption of 50 megawatts or more. This moratorium will give the state time to develop regulations for data centers that are both environmentally friendly and ensure the operation of the power grid.

This move makes New York State the latest to address infrastructure issues arising from the AI boom. No other state has previously implemented a similar moratorium. However, dozens of cities and counties across the United States have already issued temporary bans on data center construction, and many states have proposed similar ideas for moratoriums. As data centers continue to be built across the country, more and more communities are opposing them and fueling the anti-AI movement.

Opponents argue that these data centers, which power artificial intelligence and computing systems, could overwhelm local electricity supplies and drive up residents' utility costs. Some voters are even attempting to recall politicians who support data center development. (Jinshi)

Odaily Planet Daily News Samsung Electronics stated that it is currently not considering the possibility of issuing American Depositary Receipts.

Odaily Planet Daily News BCA Research analyst Felix Vezina-Poirier stated in a report that surging oil prices could prompt the United States and Iran to cool down the Middle East war. "Both sides are willing to show strength, but neither wants to see the consequences of a larger escalation." As oil prices climb further, this could facilitate a resolution to the conflict. He noted: "There is a risk of oil prices breaking through the 'dynamic balance' range of $70 to $90 per barrel, but this surge itself will trigger a cooling mechanism." (Jin Shi)

According to foreign media reports, SK Hynix has officially initiated the mass production shipment of 12-layer HBM4 for NVIDIA, with the product entering the production ramp-up phase. Unlike previously delivered products that were classified as samples, this marks the first time HBM4 has been released with final specifications having completed all quality certifications, targeting NVIDIA's next-generation AI platform "Vera Rubin." It is reported that starting from September this year, SK Hynix will formally expand the shipment scale of HBM4 to fully meet the supply demand for NVIDIA's high-end computing chips. (Jin Shi)

Odaily星球日報訊 據官方公告，為滿足用戶多元化投資需求，Bitget 已上線 KUAISHOU（快手科技）股票永續合約。該合約以 USDT 結算，最高支援 20 倍槓桿，並支援 7×24 小時交易。更多詳情可參閱 Bitget 官方平台。