Odaily星球日報訊 南韓政府週二將2026年的經濟成長預期上調至3%，較此前預期高出1個百分點，理由是半導體產業迎來「超級週期」以及中東局勢相關的不確定性有所緩解。南韓財政部發布了2026年下半年的經濟政策規劃，其成長預測高於國際貨幣基金組織、經濟合作與發展組織和亞洲開發銀行此前給出的2.6%預估值。

財政部第一次官李炯一（Lee Hyoung-il）表示：「我認為其他機構的預測是基於3月和4月的數據，我們的評估則是基於最新數據，其中主要變化包括受半導體產業繁榮推動而強勁成長的出口。此外，中東局勢自那時以來已進一步緩和。」（金十）

Odaily Planet Daily News According to Gate data, the decline of the Southern 2x Long SK Hynix ETF has widened to 18%, while Southern 2x Long Samsung Electronics fell by 6.6%.

Odaily Planet Daily News According to Gate data, the Korea KOSPI index has fallen back below the 6,500-point mark, hitting a new low since April 24, with an intraday decline of 4.55%.

Odaily Planet Daily Report Morningstar stock analyst Jing Jie Yu stated that the firm maintains its fair value estimate for each SK Hynix ADR at $160. After assessing long-term cyclical risks, it believes the valuation is at a reasonable level. SK Hynix plans to use the 40 trillion Korean won raised from this listing for future wafer fab investments. However, the analyst noted that the main purpose of this listing is to enhance valuation, not to address urgent financing needs. The valuation multiples of South Korean memory chip companies have long been lower than their US counterparts, and SK Hynix's existing cash is expected to be sufficient to meet its investment needs.

Morningstar projects that SK Hynix's EBITDA for 2026 and 2027 will reach 317 trillion Korean won and 474 trillion Korean won, respectively, far exceeding the size of this fundraising. Therefore, the actual contribution of this financing to capacity investment is relatively limited and is more symbolic, although the use of funds remains reasonable.

Looking ahead, Morningstar believes that the earnings trends of memory chip manufacturers are highly unpredictable. SK Hynix's ADR and its shares listed in South Korea may continue to experience significant volatility. Therefore, it maintains its "Very High Uncertainty" rating for the company. (Jin Shi)

Odaily星球日報訊 Cathie Wood 旗下 Ark Invest 昨日增持 153249 股 SpaceX 股票，價值約 2132 萬美元，並增持 71618 股 Block 股票，價值約 563 萬美元。

Odaily Planet Daily News According to Gate data, the South Korean KOSPI index has fallen back below the 6,600-point mark, dropping 3.1% intraday, and SK Hynix is currently down 4.33%.

Odaily星球日報訊 白宮首席加密貨幣顧問 Patrick Witt 將於本月晚些時候開始為期數月的休假，前往喬治亞州陸軍國民警衛隊接受 JAG 項目訓練。Witt 原計劃 4 月參加該項目，但因《Clarity 法案》談判延長而推遲，此次無法再次延期。Witt 自去年 8 月擔任該職位以來，主導了與立法者和行業利益相關者就法案核心爭議的談判，包括促成加密行業與銀行在穩定幣收益方面的妥協、處理倫理條款爭議以及爭取執法組織支持。副手 Harry Jung 將接替其職責。

Odaily星球日报讯 据官方公告，Bitget 已上线 BOT（RoboStrategy 机器人策略基金）、INTW（GraniteShares 英特尔 2 倍多头每日 ETF）、SNXX（Tradr 闪迪 2 倍多头每日 ETF）以及 XBI（SPDR 标普生物科技指数 ETF）等 4 只股票及 ETF 永续合约。

上述合约均以 USDT 结算，最高支持 20 倍杠杆，并支持 7×24 小时交易。

Odaily Planet Daily News, July 14, according to SoSoValue data, the crypto market sectors are broadly pulling back. The DeFi sector fell 3.28%, with Hyperliquid (HYPE) dropping 5.59% and DeXe (DEXE) falling 10.93%. However, Beldex (BDX) and Velvet (VELVET) bucked the trend, rising 16.24% and 18.46% respectively. Meanwhile, Bitcoin (BTC) fell 1.71%, dropping below $63,000; Ethereum (ETH) fell 1.48%, slipping below $1,800.

In other sectors, the Layer 2 sector fell 0.12% in 24 hours, with Polygon (ex-MATIC) (POL) relatively resilient, rising 2.67%; the CeFi sector fell 1.21%, with Cronos (CRO) down 2.64%; the Meme sector fell 1.76%, with SPX6900 (SPX) down 8.38%; the Layer 1 sector fell 2.20%, but NEAR Protocol (NEAR) rallied 2.94% during the session; the PayFi sector fell 2.36%, but eCash (XEC) rose 17.48%.

Reflecting the historical performance of the sectors, the crypto sector indices show that the ssiDePIN, ssiAI, and ssiDeFi indices fell by 3.68%, 3.60%, and 3.46% respectively.

According to Odaily, the Islamic Revolutionary Guard Corps of Iran announced on July 14 that, in response to the latest aggressive acts by the enemy, it launched strikes under the military operation codenamed "Nasr 2" targeting multiple ammunition depots, a satellite communication center, and buildings housing US troops in Bahrain. The Revolutionary Guard stated that it inflicted significant losses on the enemy and indicated that retaliatory strikes are ongoing.

Odaily星球日報訊 隨著韓國股市暴跌，Upbit 24 小時交易量上漲 1016.4%，成交額超 41.42 億美元。

PPP Prediction Market Tool monitoring shows that, in the predict.fun prediction event "World Cup Semi-Final: France vs. Spain," the probability of France winning is temporarily 42%; the probability of a draw is temporarily 30%; and the probability of Spain winning is temporarily 30%. This market strictly refers to the match result within the first 90 minutes of regular playing time (including stoppage time).

At 3:00 AM Beijing time tomorrow, France will face Spain in the World Cup semi-finals. France has maintained a strong posture throughout the knockout stages, demonstrating consistent advancement capabilities against opponents like Morocco and Paraguay. The offensive impact of forwards like Mbappé and Dembélé remains key for France to break the game open.

Spain represents one of the toughest tests France has faced in this World Cup so far. The team possesses strong ball possession and midfield pressing capabilities, while wingers like Yamal and Nico consistently pose threats. For France, winning this match within 90 minutes depends on whether they can withstand Spain's midfield attrition and effectively unleash their counter-attacking speed.

Join the PPP Signal Push Community, stay one step ahead, and seize the opportunity.

Odaily星球日報訊 Ark 加密貨幣研究總監 Lorenzo Valente 於 X 發文表示，Robinhood Chain 是研究 ETH 經濟模型隨時間演變狀況的最清晰案例。

自成立以來，Robinhood Chain 總共創造了約 81.6 萬美元的收入；作為中間件提供商的 Arbitrum 分走了 10%，約 8 萬美元；隨後 Arbitrum 向以太坊主網支付了結算費用，約 1538 美元。這套模型的利潤分配概況大致如下 —— Robinhood 89%；Arbitrum 10%；以太坊 0.15%。

如果你的論點是「ETH 即貨幣」，那麼 Robinhood 在以太坊生態內構建一條 L2 就是大利好，但如果你的論點是「ETH 是一種能產生收入的資產」，那麼這就是極度的利空案例。