Odaily星球日報訊 Citrini 分析師 Jukan 在 X 平台發文表示，根據一場專家電話會議的消息稱，輝達下一代 Rubin 架構產品的發布可能會再次被推遲，以至於自己「連週六都無法休息」。
據悉，Rubin 是輝達公司開發的下一代 AI 晶片架構，作為 Blackwell 架構的繼任者，於 2024 年 6 月台北國際電腦展首次公佈。截至目前輝達尚未就 Rubin 項目延期傳聞作出正式回應。Rubin 被視為輝達繼 Blackwell 之後的新一代 AI 晶片架構，其研發和量產進度一直受到市場高度關注，上述消息仍屬於未經證實的市場傳聞，具體發布時間需等待輝達官方披露。
Odaily星球日报讯 Gate 用户 170 万被盗案发生后，安全公司 Bitrace 链上调查发现，攻击者在提取受害人资金后分多笔将赃款转入同一个 Newpay User 地址。该实体系新币担保推出的加密支付工具，其前身为 2025 年基于 Telegram Bot 的 Non-KYC 支付工具 Xinbi Wallet，新币自研应用程序 Xinbipay 后该渠道关停，用户被迁移至移动设备应用，最后为规避监管改名为 Newpay。
据 Bitrace 监测，该实体自运营以来，总收入已超过 16 亿 USDT，其业务规模在 2025 年末汇旺集团倒闭后得到了重大增长。担保关联支付工具太子集团覆灭后，新币担保、金贝担保、达利担保、福利来担保等前二线担保平台齐齐瓜分东南亚市场。
Odaily星球日報訊 Bitmine 董事長 Tom Lee 在 CNBC 採訪中表示，戰爭通常是投資者最擔心的風險因素之一，但歷史數據顯示，美國經濟在戰爭時期的表現往往比市場預期更具韌性。儘管沒有人希望美國捲入戰爭，但相關數據揭示了更複雜的現實：原本被認為會導致市場大幅下跌的時期，美國經濟卻依然保持穩定並將最終實現 V 形復甦。
Tom Lee 補充稱，當前推動美國經濟增長的動力已不僅限於人工智慧基礎設施投資，大規模國防支出同樣正發揮越來越重要的作用，持續增長的國防開支正直接推動美國製造業回流和再工業化進程，成為支撐經濟的重要力量之一。
Odaily星球日报讯 基于Hedera的借贷协议Bonzo Finance遭遇预言机攻击，损失约900万美元。攻击者利用SAUCE代币价格被异常抬高后的抵押品，从协议中借出远超实际价值的资产。Bonzo Finance发布的初步事故报告显示，攻击者仅存入250枚SAUCE，随后提交一次价格更新，将该代币价格人为抬高约12个数量级，接着该地址从借贷池中借出663万枚USDC和3450万枚封装HBAR。
此次攻击并非源于Bonzo Finance智能合约或Hedera底层网络本身的漏洞，而是在于预言机服务商Supra链上预言机验证器存在漏洞，其错误接受了一个签名被置零的SAUCE价格数据。目前Supra已确认该问题并完成修复。
Odaily Planet Daily News According to OnchainLens monitoring, a wallet suspected to be associated with Bharat Krymo has opened a 3x leveraged long position on CASHCAT on Hyperliquid. The current position holds 1 million CASHCAT, valued at $192,200.
Claudio Descalzi, CEO of Italy's state-controlled Eni Group, stated that if the Middle East conflict persists, the global oil market will most likely break through the current range of approximately $80 to $100 per barrel by the first quarter of 2027 at the latest, pushing up inflation and reducing energy demand.
In an interview published by *Il Sole 24 Ore* on Saturday, Descalzi said that the release of strategic reserves has so far helped keep crude oil prices roughly within that range, but this strategy is facing increasing risks as global reserves are limited. "The long-term solution is to enhance energy security by diversifying supply sources and routes," he said.
Descalzi noted that due to disruptions related to the Iran war that broke out at the end of February, global oil inventories have been declining by an average of 3.8 million barrels per day, accelerating to an average of 4.6 million barrels per day in May. He said countries should focus on producers in North Africa, Sub-Saharan Africa, Latin America, and Southeast Asia while reducing reliance on controlled sea lanes. (Jinshi)
Odaily星球日報訊 業內人士表示，存儲芯片行業歷史上每逢景氣行情，廠商往往會同步擴大產能，導致新增產能集中釋放、價格暴跌，全行業陷入虧損；隨後廠商又集體收縮資本開支，等到需求回暖，又迎來景氣行情——這一循環構成了行業特有的週期性。
美股存儲芯片股自6月下旬觸及高點以來，Meta公司出售算力等消息引發了市場對算力過剩的擔憂，存儲芯片股遭遇集體回調。數據顯示，閃迪、美光科技、希捷科技、西部數據等行業龍頭在過去數週內股價跌幅均超過20%。
分析人士指出，當前支撐存儲芯片需求的行業底層邏輯正面臨重估，核心變量在於各家AI大模型之間的技術差距是否會持續縮小。
分析人士還指出，存儲芯片行業正在經歷一次商業模式的深層變化：過去存儲更像大宗商品，價格隨行就市，合同也多以季度、年度為單位；現在，雲廠商和AI數據中心為了保障關鍵供應，正越來越多地和原廠簽下三到五年、帶價格區間、最低採購量和客戶保證金的長期供應協議。（央視財經）
Odaily, Planetary Daily — According to Onchain Lens monitoring, over the past 24 hours, 11 wallets linked to the same whale purchased 1.299 trillion PEPE, worth $3.58 million.
PPP 預測市場工具 監測顯示，predict.fun「世界盃 1/4 決賽挪威對戰英格蘭」預測事件中，挪威獲勝機率暫報 25%；兩隊平局機率暫報 26%；英格蘭獲勝機率暫報 51%。此市場僅指常規比賽時間（含傷停補時）前 90 分鐘內的比賽結果。
北京時間明日早上 5:00，世界盃 1/4 決賽挪威將對戰英格蘭。本場最大看點無疑是哈蘭德與凱恩的正面碰撞，挪威想要繼續前進，很大程度上要依賴哈蘭德在禁區內的終結效率。
英格蘭則是市場更看好的一方。球隊前場有凱恩、貝林厄姆等核心支撐，陣容厚度和淘汰賽經驗都更占優勢。
加入 PPP 信號推送社群，快人一步，掌握先機。
Odaily星球日报讯 今日智谱创始人唐杰发布内部信，阐述智谱对 AGI 接下来竞争的理解。唐杰在信中表示，智谱接下来将继续延续所谓「反直觉」路线，开启「Touch High（摸高）计划」，即继续聚焦于 AGI 研究，而不是短期商业变现。通往 AGI 终点的道路上，有几座必须翻越的山峰，它们也正是今天技术浪潮最汹涌的地方，唐杰列出的四座高峰分别是：长程任务（Long Horizon Task），自治智能体系统（Autonomous Agent System），完全自我训练（Fully Self Training），极致安全治理。
其中，极致安全治理被特别强调，智谱计划投入百亿级资源攻坚机械可解释性，这意味着厘清模型决策背后的神经元逻辑，推动黑盒系统向透明可解释系统转变。（晚点 Latepost）
1. 上線 10 天，Robinhood Chain 總交易筆數超過 3872 萬筆；
2. 伊朗最高領袖稱將報復美以；
3. 騰訊洽購 Manus？知情人士：騰訊仍將保留少數股東地位；
4. OpenAI 回應高算力模式消耗提示不清問題：已緊急重置 Codex 和 ChatGPT Work 額度；
5. Hyperliquid 上線 CASHCAT 合約交易，最高支援 3 倍槓桿；
6. Apple 獲半導體關稅豁免，將在 Intel 生產 Mac 與 iPhone 晶片；
7. 某巨鯨 25 倍槓桿做空 6914 枚 ETH，倉位價值 1243 萬美元且浮虧 5.07 萬美元。
Odaily Planet Daily News: Galaxy Research's Head posted on platform X, stating that for the background of the case where an anonymous plaintiff is attempting to use New York's abandoned property law to acquire legal ownership of Satoshi's coins, one can refer to their report.
Odaily星球日報訊 「白毛股神」Serenity 在 X 平台發文表示，如果 Sam Altman 及 OpenAI 正在激怒包括蘋果公司在內的「美股七巨頭」（Mag7），恰恰說明他們正在做正確的事情，目前 OpenAI 選擇打造屬於自己的生態系統，而非被吸納進其他科技公司的生態體系，這一戰略方向值得關注。自谷歌、蘋果和微軟等科技巨頭崛起以來，市場已經很久沒有出現真正意義上的顛覆者，而 OpenAI 正在成為這一角色。
Odaily Planet Daily News Iran's Supreme Leader, Mujtaba Khamenei, stated in a written address today (July 11) that Iran will continue to adhere to the political路线 of the late Supreme Leader Ali Khamenei, safeguard national independence and sovereignty, and will not alter established policy directions due to the leader's martyrdom.
He once again named the United States and Israel as responsible parties for the martyrdom of the late Supreme Leader and other victims, stating that Iran will continue to pursue accountability and emphasized that retaliatory measures will be taken. He also stated that holding the perpetrators accountable is a common demand of the Iranian people, a goal that will not change due to changes in leadership. (CCTV International News)
Odaily Planet Daily News: According to Iran's Fars News Agency, sources stated that (Iran) will not engage in any negotiations until the United States retracts its position. (Jinshi)
Odaily Planet Daily News On July 10 local time, U.S. President Donald Trump posted on his social media platform "Truth Social" that Iran hopes to continue "negotiations" with the U.S., and the U.S. has agreed to continue talks. Iranian Foreign Ministry Spokesperson Baghaei stated on the 10th that Iran has never proposed seeking negotiations with the U.S., but agreed to allow mediators to visit Iran. Middle East expert Wang Jin said that dialogue between the U.S. and Iran is unlikely to resume in the short term because, for both the U.S. and Iran, the state of conflict is still ongoing.
For both sides, the current foundation of trust is very fragile, making it impossible to establish a suitable atmosphere for dialogue in the short term. More importantly, public opinion in both the U.S. and Iran is skeptical about the resumption of dialogue between the two countries. Especially considering that the U.S. launched related attacks during the funeral of Iran's former Supreme Leader Khamenei, it also means that Iran will find it difficult to fully trust the U.S. in the short term. Therefore, resuming dialogue in the short term is very difficult, but this does not mean that the mechanisms for peace have been completely lost. On the one hand, countries such as Qatar, Oman, and Pakistan are continuing their mediation efforts, hoping to encourage and help establish communication channels between the U.S. and Iran. (CCTV News)
