Odaily星球日報訊 Claude 在 X 平台發文表示，已將 Claude Fable 5 的訂閱期限再次延長 7 天至 7 月 19 日。OpenAI 在 X 平台發文表示，已暫時移除 Codex 的 5 小時使用限制，期限未知。

此前，由於算力容量持續緊張，Claude 已多次推遲將 Claude Fable 5 切換至按量付費模式的日期。隨後部分用戶曬出高額信用帳單截圖和取消訂閱憑證，並表示如果繼續這樣下去，將轉投 OpenAI 的 GPT-5.6 Sol 或 xAI 的 Grok 4.5。

Odaily星球日报讯 智譜(02513.HK)漲超10%，日前摩根大通再度上調智譜目標價。

Odaily reported on July 13 that, in Tokyo, at WebX 2026 hosted by Coinpost, Japanese Prime Minister Sanae Takaichi delivered an opening address via video.

Sanae Takaichi stated that, first of all, she extends her heartfelt congratulations on the successful holding of the WebX 2026 conference. Web3, as a next-generation internet ecosystem based on blockchain technology, is seeing its social implementation steadily advance, attracting participants from around the world. I have heard that this year's Web conference has attracted approximately 15,000 participants, making it the largest Web3 event of its kind in Asia. With the active participation of numerous startups and the organization of various matchmaking events with investors, it holds immense significance as a platform for promoting business collaboration and connections.

Prime Minister Takaichi's new cabinet places great importance on nurturing startups. In May of this year, we just launched the "Comprehensive Startup Promotion Policy Package," aimed at strengthening the "Five-Year Plan for Startup Nurturing." Through the implementation of these measures, coupled with the momentum generated by this year's WebX 2026, I am confident that this will further stimulate the growth of startups and promote innovative challenges across various fields, thereby propelling the further development and takeoff of Japan's innovation ecosystem.

In conclusion, I sincerely wish all participating guests even greater success in the future, and I extend my best wishes for the complete success of this conference. Thank you all.

Odaily星球日報訊 韓國SK海力士週一在首爾股市早盤股價一度下跌8.2%，投資者獲利了結。SK海力士上週五納斯達克上市首日大漲12.8%。NH投資證券高級分析師Ryu Young-ho表示，SK海力士完成美國上市後，投資者獲利了結，同時市場情緒也因對SK海力士第二季業績的謹慎預期而受到影響。

他指出，投資者原本預期SK海力士HBM4晶片出貨量將從第二季起增長，但這種增長似乎並未大規模實現。Ryu還表示，投資者已下調盈利預期，因為與競爭對手三星電子相比，SK海力士在HBM市場的敞口更高，因此在近期DRAM晶片價格漲勢的受益程度料將較低。(金十)

1. U.S. lawmakers plan to release a new draft of the crypto market structure bill this week;

2. CZ donation address burns 700 million CZ and 400 million TCC;

3. Fox Business crypto reporter: This week will focus on CPI, PPI, Fed speeches, and Clarity Act progress;

4. Citrini analyst: SK Hynix's operating profit is expected to reach 60.4 trillion won, 8% below market expectations;

5. Noxa has generated approximately $7.66 million in fees on Robinhood Crypto over the past 7 days;

6. A Bitcoin whale dormant for 7 years transfers 2,931 BTC, worth approximately $188 million;

7. A whale shorts $25 million in the ETH/BTC trading pair, adding 6,475 ETH over the past six months;

8. Coinbase: The CLARITY Act will strengthen crypto regulation and national security protections.

According to data from Gate, South Korea's KOSPI Index fell by 4%, breaking below the 7,200-point mark, with SK Hynix dropping 8.3% and Samsung Electronics falling 4.2%.

Odaily星球日報訊 貝萊德當前鏈上代幣化資產規模已達到約 29.3 億美元。其中以太坊佔據最大份額，鏈上資產價值約 11 億美元，Avalanche、Solana 和 BNB Chain 位列其後。（Cointelegraph）

Odaily Planet Daily News: TSMC's 2nm process has begun mass production, with Google becoming its first customer for 2nm smartphone chips. Google is set to launch new devices in mid-August, one month ahead of Apple. (Taiwan Economic Daily)

Odaily星球日報訊 摩根大通將智譜(02513.HK)目標價上調20%，這是繼上週二上調這家中國大模型企業目標價後，一週內第二次上調該公司目標價。該行表示，公司最新募資計劃將助力營收增長。包括OliviaXu在內的分析師在研報中寫道，這筆40億美元股票配售所得新資金，能夠緩解算力服務供給瓶頸，同時支撐後續模型訓練投入。

摩根大通稱，新增推理算力資源有望在12個月內轉化為年度經常性收入（ARR）。摩根大通將智譜目標價由2000港元上調至2400港元；上週二剛將目標價從1800港元調至2000港元。另外，摩根大通同步下調MiniMax(00100.HK)目標價。該公司上週股份鎖定期屆滿並推出募資方案，配售帶來股權稀釋效應，因此下調預期。繼上週下調目標價後，本次再度將其目標價由300港元下調至240港元。(金十)

Odaily星球日报訊 根據 Gate 最新數據，黃金價格下跌至 4074.1 美元/盎司，日內跌幅達 0.79%。白銀價格跌至 58.778 美元/盎司，日內跌幅達 0.57%。
BVIX（BTC 波動率指數）最新報價 38.08，日內漲幅為 1.14%。EVIX（ETH 波動率指數）最新報價 50.42，日內跌幅為 3.32%。
外匯方面，美元兌離岸人民幣（USD/CNH）日內上漲 0.15%，當前匯率為 6.78632。美元兌日元（USD/JPY）日內上漲 0.29%，當前匯率為 162.106。
全球股指方面，歐洲 50 指數（EUSTX50）日內上漲 0.16%，報 6273.32 點；英國富時 100 指數（UK100）日內下跌 0.08%，報 10496.3 點；德國 DAX40 指數（GER40）日內下跌 0.37%，報 24933.7 點。
大宗商品方面，WTI 原油日內上漲 1.29%，報 74.57 美元/桶。布倫特原油日內上漲 0.66%，報 79.13 美元/桶。
Gate 支持用戶在平台內直接交易傳統金融市場產品，一站式覆蓋貴金屬、外匯、全球股票差價合約（CFD）、重要指數及大宗商品等多類資產，實現加密資產與傳統金融資產的深度融合。Gate TradFi 相關功能已全面集成至 Gate App 及 Web 端，用戶無需切換平台，即可便捷參與全球資產價格交易，在加密市場之外解鎖更多策略與機會，持續提升多元資產配置體驗。

Odaily Planet Daily reported that according to Gate data, Brent crude oil surged 4% intraday, currently at $79 per barrel, and WTI crude oil rose nearly 4%.

Odaily Planet Daily News: Citrini analyst jukan posted on the X platform, stating that local South Korean brokerages expect SK Hynix's operating profit to reach 60.4 trillion KRW, a 61% increase quarter-over-quarter and a 556% increase year-over-year. However, this is still 8% lower than the market consensus of 65 trillion KRW. The lower-than-expected figure is mainly attributed to SK Hynix's higher proportion of HBM revenue compared to its peers, resulting in a slower average selling price increase than the market average.

Odaily reported that according to Gate data, South Korea's KOSPI index has widened its decline to 2%, with SK Hynix dropping nearly 7% and Samsung Electronics falling over 1%.

Odaily星球日報訊 Bankr 在 X 上宣布，其代幣 BNKR 已正式上線 Robinhood Chain，並透過 LayerZero OFT 實現 Base 與 Robinhood Chain 之間的跨鏈互通。此外，本次跨鏈部署流程由 Bankr Agent 自主完成，在 Robinhood Chain 上建立了一個 5 萬美元規模的 BNKR/WETH 流動性池。