Odaily reported that Michael Saylor stated that if one truly believes in Bitcoin, the current obvious trading opportunity lies in digital credit, as its pricing currently comes from those who believe BTC will not exist within the next decade. He also said that it was obvious to him in 2010 that Apple and Amazon would not disappear, and he believes the same is true for BTC. (BitcoinTreasuries.NET)
Odaily星球日报讯 摩根士丹利全球固定收益研究主管安德鲁·希茨表示，該行正密切關注可能導致股市在夏季受挫的三大障礙；從歷史上看，夏季通常是股市表現最強勁的季節。
第一大風險是伊朗衝突重燃，希茨表示：「美國戰略石油儲備降至歷史最低水平，如果衝突再次升級，這可能會削弱其應對衝擊的能力。」
第二大風險是聯準會升息。希茨指出，聯準會將在年底前維持利率不變的預期，是支撐當前股市牛市的主要關鍵支柱之一。 「風險在於，這一假設可能是錯誤的，而且這種錯誤可能很快就會顯現。當然有一種觀點認為，如果聯準會擔心通膨，就不應拖延行動。」
第三是 AI 資本支出前景走弱。希茨說道：「風險在於，第二季度的財報可能顯示出在支出方面更為謹慎的態度，這或許是因為部分大舉投資 AI 的公司的股價近期表現不佳。鑑於當前的增長和盈利前景與 AI 高度相關，且投資者對 AI 概念股青睞有加，這種情況將帶來風險。」（金十）
According to data from MSX.COM, AI concept stocks generally fell in pre-market trading in the U.S. stock market, with MRVL down 1.58%, MU down 1.8%, AVGO down 0.79%, and NVIDIA down 0.46%.
It is reported that MSX is a leading RWA trading platform, which has listed hundreds of RWA tokens, covering popular U.S. stocks and ETF token targets such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
Odaily Planet Daily News: The UK government has designated Microsoft (MSFT.O), Google (GOOG.O), Amazon (AMZN.O), and Oracle (ORCL.N) as critical third parties, placing them under direct regulation to protect the UK financial system. (Jin Shi)
Odaily星球日報訊 Circle 盤前上漲超 6%，報 66.8 美元。Circle 已獲美國貨幣監理署最終批准，可設立國家信託銀行。
Odaily星球日报讯 据华尔街日报报道，欧盟称 Meta 未能充分保护用户免受 Instagram 和 Facebook 成瘾性设计的伤害，欧盟正因此升级调查，该公司可能面临巨额罚款。欧盟委员会周五发布初步调查结果，认定 Meta 违反了欧盟具有里程碑意义的《数字服务法》。该法要求全球最大在线平台评估并降低风险。如果该调查结果得到确认，Meta 旗下每个平台可能面临最高相当于其全球营收 6%的罚款。
Odaily星球日报訊 數據顯示，在加密貨幣和體育板塊，predict.fun 的吃單手續費已全面低於 Polymarket。其中，在 50￠以下價格區間，predict.fun 費率（2%）明顯低於 Polymarket（2.5%-4.5%，3.5%-6.3%）。
Odaily星球日報訊 根據 Polymarket 官方數據，Perp 板塊上線一天總交易量達到 4843 萬美元；交易量排名前三的分別是 ETH-USD（979 萬美元）、BTC-USD（751 萬美元）以及 SILVER-USD（587 萬美元）。
Odaily Planet Daily News: Dylan Patel, founder of SemiAnalysis, a top-tier research institution focusing on semiconductors and AI infrastructure, recently gave a podcast interview, systematically梳理 the core dynamics and investment logic of the current AI infrastructure stack.
Dylan emphasized that storage faces a multi-year structural shortage, with 2 to 3 times upside potential; at the same time, although agents and reinforcement learning have pushed up CPU demand, the seller's market has overpriced this. The growth in CPUs mainly stems from historical "catch-up," and their absolute value in AI servers is still far lower than GPUs.
Dylan believes that the widely anticipated mass deployment of co-packaged optics (CPO) has been explicitly postponed to the end of 2028 to 2029, unexpectedly extending the profit period for copper cable connectors. (Jin Shi)
Odaily星球日報訊 近日，按照中國證監會和香港證監會確立的執法部門主要負責人定期會晤機制，兩地證監會召開第十七次兩地執法合作工作會議，雙方執法部門主要負責人出席會議。會議期間，雙方相互通報了近期兩地資本市場執法工作情況、違法違規行為趨勢及案件辦理情況，總結兩地跨境執法合作工作成效，溝通雙方關注的重大案件辦理進展，討論打擊新型跨境違法違規行為、加強情報共享等議題，並就在現有框架下進一步合作開展探討，以持續增強跨境執法協作效能，切實提升監管執法的有效性和震懾力。
下一步，中國證監會將繼續深入貫徹落實中央經濟工作會議、全國金融系統工作會議精神和新「國九條」部署，按照防風險、強監管、促高質量發展的工作要求，會同香港證監會持續完善跨境執法協作機制，依法從嚴打擊各類跨境違法違規行為，共同維護兩地資本市場穩定健康發展。（證監會）
Odaily星球日報訊 據知情人士透露，SK 海力士規模達 265 億美元的美股上市交易中，分配給主要投資者的 ADR 數量少於最初預期，原因是其他買家也爭相認購。匿名人士表示，基石投資者 Baillie Gifford、Coatue Management 和 Situational Awareness Partners 共獲配約 50 億美元的 ADR，較其在詢價建檔期間的最高認購意向少了 20 億美元。
知情人士稱，此次交易獲得約七倍超額認購，超過 500 家機構投資者下單，其中包括通常不做空的多頭策略基金，以及專注於科技領域的基金和主權財富基金。10 家投資者搶購了 50% 的發行份額，前 25 家投資者占三分之二。SK 海力士的管理層深度參與了配售過程。(金十)
Odaily Planet Daily News Barclays analysts said in a report that SK Hynix’s listing in the US could provide some support for the Korean won in the short term. Part of this support may come from hedging activities and the eventual conversion of some of the proceeds into Korean won for domestic investment. The recent rise in the Korean won suggests that some pre-hedging activities have already been priced in.
Meanwhile, if the South Korean semiconductor company finances a significant portion of its domestic investments in the future through repatriated offshore assets or overseas earnings, it would create additional demand for the Korean won and support the currency. (Jin Shi)
Odaily星球日報訊 據 GMGN 行情數據，Robinhood Chain Meme 幣 JUGGERNAUT 日內漲超 192%，市值最高突破 1500 萬美元，現報 1248 萬美元。
Odaily 星球日報提醒，Meme 幣價格波動劇烈，多受市場情緒及熱點事件驅動，缺乏實際價值支撐，投資者需注意風險。
Odaily Planet Daily News Solana's negative sentiment has reached its highest level in 2026, while trading volume has fallen to its lowest level; historically, this combination is seen as a potential bullish signal. (Cointelegraph)
Odaily星球日报讯 据官方公告，BitMart 合约将于 2026 年 7 月 10 日 19:00（UTC+8）分别上线 VRTUSDT、SNOWUSDT 永续合约，支持最高 25 倍杠杆。
