Odaily Planet Daily News The South Korean government on Monday announced major project plans in chips, physical AI, and AI data centers. South Korean President Lee Jae-myung stated the need to ensure the development of AI elements faster than other countries and that chip production construction must be completed as soon as possible. Current factory sites are nearing their limits in terms of water resources and other infrastructure. The southwestern region will see investments of 5 to 20 trillion Korean Won in new projects, with Gwangju and Jeolla possibly receiving investments of 520 trillion Korean Won in related projects.
Regarding detailed planning for factory construction, the South Korean government announced plans to build four chip factories in the southwest, with an investment of approximately 800 trillion Korean Won. Samsung Electronics and SK Hynix will each build two new factories. Investment in the chip sector over the next 15 years is expected to reach at least 30 trillion Korean Won, covering areas such as next-generation memory, edge AI, and national defense. Investment in the chip packaging cluster in the Chungcheong region is expected to reach 81 trillion Korean Won. Investment in building AI data centers is estimated to be around 550 trillion Korean Won.
The South Korean government expects to double DRAM production capacity within five years and anticipates that the global memory market will grow fourfold over the same period. South Korea also stated it seeks to distribute the benefits of growth to the public. (Jin Shi)
Odaily Planet Daily reports that the South Korean government is expected to invest approximately 550 trillion Korean won in building artificial intelligence data centers. (Jin Shi)
Odaily星球日报讯 A 股午後半導體設備板塊再度拉升，華海清科、京儀裝備漲超 11%，金海通、華亞智能此前漲停，華峰測控、芯源微等跟漲。
Odaily Odaily reports that according to Gate data, spot gold has fallen over 1.00% intraday, now at $4040.47/oz.
1. 美銀：上調美光目標價至 1550 美元，重申買入評級；
2. Robinhood 預測市場收入有望在第二季度超越加密貨幣收入；
3. ANSEM 部署者創建的代幣市值超 1.2 億美元，但其僅獲利 5500 美元；
4. SOL Meme 幣 ANSEM 市值突破 1.25 億美元，日內漲超 120 倍；
5. 分析師：比特幣處於關鍵技術指標位，或進一步下跌 30%；
6. Coinbase 首席執行官：通過使用 GLM 模型等方式，AI 支出降低近 50%的同時代幣使用量持續增長；
7. 易理華：比特幣本輪週期或迎最後一波大跌，7 至 8 月或為最佳抄底時間；
8. 加密 KOL Ansem 持有的 6.04 億枚 ANSEM 價值超 7100 萬美元。
Odaily reported that the South Korean government plans to build four chip factories in the southwestern region, with an investment of approximately 800 trillion won; Samsung Electronics will build two new semiconductor plants, and SK Hynix will build two new plants; it is expected that investment in the chip sector, including next-generation memory, edge artificial intelligence, and national defense, will reach at least 30 trillion won over the next 15 years. (Jin Shi)
Odaily Planet Daily News Morningstar analyst Jing Jie Yu stated that market uncertainty regarding the potential capital expenditure of Samsung Electronics and SK Hynix may be weighing on their stock prices. He indicated that the combined capital expenditure of these two companies over the next decade could reach approximately 2000 trillion won, nearly double Morningstar's current forecast. This could include SK Hynix's plan to invest in AI data centers, with its committed investment in the Yongin wafer cluster already expected to reach 600 trillion won.
The analyst pointed out that if SK Hynix's commitment to investing in AI data centers and its potential capital expenditure plan are two separate investments, memory chip manufacturers would face a clear risk of oversupply. This is because market demand typically slows when the capital expenditure cycle enters its later stages. (Jin Shi)
Odaily星球日報訊 港股醫藥創新板塊表現強勢，多隻生物醫藥標的漲幅居前。Gate 平台數據顯示，今日港股漲幅排名前三的標的分別為藥捷安康-B（+41.75%）、康華醫療（+38.15%）及卓悅控股（+21.42%）。其中，藥捷安康-B 單日漲幅超過 40%，反映出市場資金對創新醫藥板塊的持續關注。
目前，Gate 股票已形成覆蓋美股、港股及韓股三大核心市場的 7×24 小時交易服務體系，支持超過 10,000 隻美股及 ETF、1,500 餘隻港股及 1,000 餘隻韓股，合計覆蓋全球超過 12,500 隻股票及 ETF 資產。
Odaily星球日報訊 印度 USDT 供應收緊，當地穩定幣溢價從通常的 3% 至 4% 升至超過 8.5%。週六，USDT 報價為 102.88 印度盧比，而週五美元兌印度盧比收盤匯率為 94.65。
報告稱，USDT 流入減少以及對進一步放緩的擔憂，源於執行局對通過虛擬數字資產進行的 2500 億印度盧比資金轉移的打擊。Crypto Legal 創始人 Purushottam Anand 表示，最近的上漲可能部分反映了監管不確定性引發的風險溢價。(economictimes)
Odaily星球日報訊 TRONSCAN 數據顯示，波場 TRON 總賬戶數達到 390,243,569，正式突破 3.9 億。據悉，總賬戶數是波場網絡上已激活的賬戶地址總數。截至目前，波場 TRON 總交易筆數超 145 億，總鎖倉量（TVL）超 254 億美元，鏈上穩定幣總市值超 904 億美元。
同時，波場 TRON 官方品牌形象「波牛」於 6 月 23 日完成全新升級。
Odaily Planet Daily News Miller Tabak strategist Matt Maley and 22V Research technical strategist John Roque believe Bitcoin is at a key technical indicator level.
Matt Maley stated that if Bitcoin further declines from its current level of around $60,000, it could exacerbate negative sentiment among investors. Although Wall Street companies continue to invest in digital assets, retail investors, who were previously the main driving force behind cryptocurrency increases, have shifted their attention to high-growth AI and technology stocks. Recent significant outflows from Bitcoin ETFs indicate waning investor enthusiasm. Cryptocurrencies are also showing signs of decoupling from the stock market.
John Roque stated that Bitcoin is retesting its first downside target of $60,000. If it breaks below this level, it means a drop to $40,000. Matt Maley added that Congress may pass a crypto structure bill with clearer rules, which in the long term would reduce uncertainty and encourage institutional participation. Additionally, Bitcoin ETFs recently experienced their largest single-month outflow since 2024. (CNBC)
Odaily星球日報訊 根據 SoSoValue 數據，上週交易日（美東時間 6 月 22 日至 6 月 26 日）HYPE 現貨 ETF 淨流入 1.11 億美元。
上週淨流入最多的 HYPE 現貨 ETF 為灰度（Greyscale）ETF HYPG，周度淨流入為 1.14 億美元，目前 HYPG 歷史總淨流入達 1.23 億美元。
上週淨流出最多的 HYPE 現貨 ETF 為 21Shares ETF THYP，周度淨流出為 146.04 萬美元，目前 THYP 歷史總淨流入達 6001 萬美元。
截至發稿前，HYPE 現貨 ETF 總資產淨值為 3.24 億美元，ETF 淨資產比率（市值較 HYPE 總市值佔比）達 2.28%，歷史累計淨流入已達 2.94 億美元。
