Odaily Planet Daily News: Bank of Montreal has raised the target price for Southwest Airlines (LUV.N) from $45 to $58.50. The target price for United Airlines (UAL.O) has been raised from $130 to $157.50. The target price for American Airlines (AAL.O) has been raised from $13.50 to $19.50. The target price for Delta Air Lines (DAL.N) has been raised from $80 to $105. (Jin Shi)
According to data from MSX.COM, AI concept stocks generally fell in US pre-market trading, with DELL down 2.79%, MRVL down 2.58%, ARM down 2.36%, MU down 2.22%, and AMD down 1.76%.
It is reported that MSX.COM is a decentralized RWA trading platform that has listed hundreds of RWA tokens, covering US stocks and ETF token targets such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA.
Odaily reports that Goldman Sachs indicates investors are reducing their exposure to the "Magnificent Seven," shifting instead towards AI beneficiaries such as semiconductor companies, rather than the hyperscale cloud providers funding large-scale AI expenditures.
Goldman Sachs believes the market is rewarding companies that generate returns from AI investments, while questioning those bearing the costs. Until hyperscale cloud providers demonstrate stronger earnings growth, caution towards large tech companies may persist.
Odaily Planet Daily News According to on-chain analyst Yu Jin's monitoring, a whale (0x50b...9f20) previously shorted 54,200 ETH with an opening price of $1,541.3 and a liquidation price of $1,674.4. The current ETH price has risen to $1,646.2, leaving this position just $28 away from the liquidation price.
Odaily Planet Daily reports that Mizuho Bank has raised its price target for Robinhood (HOOD.O) from $115 to $130. (Jinshi Data)
Odaily星球日報訊 美國財政部海外資產控制辦公室（OFAC）將 134 個屬於恐怖組織 ISIS-K 的加密貨幣錢包地址列入特別指定國民制裁名單。穩定幣發行商 Tether 已凍結了其中 131 個波場地址的資金，其餘 3 個被制裁的地址位於門羅幣網路。自 2023 年以來，這 131 個波場地址共收到超過 140 萬美元的加密貨幣捐款，並向外發送了超過 88 萬美元。(cointelegraph)
Odaily Planet Daily News: Ablikim Ablimit, Vice President of Lenovo Group and Chief Strategy Officer of Lenovo China, stated that in the long term, whether in China or overseas markets, there is still significant room for AI computing power demand, and there is no situation of oversupply. He mentioned that currently, the number of mature, leading AI products on the consumer (C-end) side is limited, and the commercial potential of enterprise-oriented (B-end) applications has not yet been fully realized. The growth dividends from every previous productivity revolution have been driven by the industrial side, and in the long term, computing power demand remains huge.
He also pointed out that the current AI industry chain faces an imbalance in the supply-demand cycle, with the supply side having too much influence. On the news front, Meta's recent opening of its computing power has sparked market concerns about a potential oversupply of computing power. (Yicai)
Odaily星球日報訊 據伊朗伊斯蘭共和國廣播電視台 2 日報導，伊朗武裝部隊哈塔姆安比亞中央總部當天發表聲明說，伊朗武裝力量將「堅決且迅速」回應美國在荷姆茲海峽的任何干預行為。
聲明說，荷姆茲海峽絕非美國肆意妄為的場所。這一關鍵水道的安全與穩定是伊朗武裝力量的「紅線」。聲明表示，所有油輪及商船要想安全通過荷姆茲海峽，均須遵循伊朗指定的航線。任何不遵守或偏離指定航線、無視航行規範的行為，都將遭到伊朗武裝部隊的回應，並將危及違規船隻自身安全。（新華社）
Odaily星球日报讯 美国政府正与AI公司进行高级别谈判，计划最快于下周宣布创建新模型发布的自愿性标准。
该标准将为具备尖端网络能力的模型设定基准，并建立发布时间表以简化模型未来发布流程。此举旨在落实上月美国总统关于AI的行政令计划，美国官员还将明确国内外先进AI模型的访问权限，此举或为包括美国盟友在内的全球框架奠定基础。
此前美国政府曾介入Anthropic和OpenAI的新工具发布，Anthropic最新模型曾于6月12日因网络安全风险等担忧受到出口管制，该限制已于周二解除。目前由AI实验室技术团队与政府官员定期会面以达成共识。（FT）
Odaily, Wells Fargo has raised Meta Platforms' price target from $765 to $767, maintaining an "overweight" rating.
Odaily星球日報訊 據官方公告，BitMart 合約將於 2026 年 7 月 2 日 20:00（UTC+8）上線 GRAMUSDT 永續合約，支援最高 50 倍槓桿。
Odaily星球日報訊 Alphabet(GOOGL.O)盤前下跌 1.3%。此前消息，Alphabet 旗下谷歌敗訴，在歐盟法庭上輸掉了 41 億歐元的安卓反壟斷罰款訴訟。
Odaily reported that documents from the Hong Kong Stock Exchange show that BlackRock's long position in ZTE Corporation (00763.HK) H-shares increased from 6.52% to 7.10% on June 25. (Jinshi)
