Odaily星球日報訊 據官方消息，ForeGate 超級計算數據庫聯合邁克爾·歐文、OKX、WEEX、OnebullEX 正式發布《ForeGate 2026 世界盃贏球指南》賽中研究報告。報告結合 ForeGate AI 預測模型與 OKX.ai 數據路徑模擬，對 2026 美加墨世界盃 48 支參賽隊的出線概率、晉級路徑、奪冠概率、勝平負及讓球傾向進行系統分析。目前模型綜合預測準確率達 93.8%，在賽果響應、積分校準及潛在對陣路徑判斷方面表現較強。

ForeGate 方面表示，世界盃期間將持續根據賽果、球隊狀態與模型模擬結果更新預測內容，幫助用戶理解賽程變化背後的概率邏輯。同時，ForeGate 世界盃百萬美金預測活動也在進行中。

Odaily星球日報訊 據 predict.fun 官方消息，世界盃小組賽階段活動獎勵現已開放領取，本輪獎池金額達 84 萬美元。官方表示，用戶如在小組賽期間參與並獲得獎勵，目前已可前往平台領取。

隨著 32 強小組賽結束，predict.fun 世界盃相關市場數量已從最初的 6 個增加至 11 個，為新參與用戶提供更多交易與積分追趕機會。後續淘汰賽階段，平台還將繼續釋放超過 100 萬美元活動獎勵，用戶仍有機會參與積分榜競爭並瓜分後續獎池。

Odaily星球日報訊 中信建投研究報告指出，以下因素將決定第三季行情的走勢：基本面方面，AI 算力仍維持較高景氣度，其中報業績和海外財報值得關注，同時 4 月以來宏觀經濟承壓情況下，7 月政治局會議提振經濟舉措較為重要；流動性方面，外部擾動加大，內部維持中性；風險偏好方面，地緣事件、行業巨頭上市會對市場造成短期波動，而考慮到全球科技股聯動效應，日韓美等主要海外算力也需要持續追蹤。

行業配置上，AI 算力雖景氣邏輯不變但波動加劇，建議謹慎追高，逢回調佈局；鋰電有望迎來旺季、儲能需求持續回暖，新能源存在階段估值修復機會；紅利有望超跌反彈、配置性價比較高。重點關注：銀行、煤炭、公用事業、AI、光模組、存儲、晶片、工業金屬、鋰電材料（VC）等。(金十)

1. Binance Life briefly fell over 30%, now reporting at $0.52;

2. SOL Meme coin ANSEM market cap surpasses $92 million, surging over 490x intraday;

3. The probability of "Messi winning the Golden Boot at the 2026 World Cup" on predict.fun rises to 53%, up 11% in 24 hours;

4. A trader turned $2,330 into $614,500 by purchasing ANSEM, achieving a 261x return;

5. Cathie Wood’s ARK Invest bought $25.54 million worth of stocks including Coinbase, SpaceX, and Circle;

6. ByteDance raises AI capital expenditure, with planned investment in data centers and AI infrastructure potentially reaching $70 billion in 2026;

7. Due to insufficient computing power supply, Google restricts Meta's use of the Gemini AI model;

8. Machi Big Brother posted multiple tweets about Meme coin Machi, with related tokens rising 235% intraday.

Odaily星球日報訊 比特幣財庫公司 Strategy 創始人兼執行主席 Michael Saylor 再次發佈比特幣 Tracker 相關資訊，配文「We're gonna need more charts.」

根據此前規律，Strategy 通常會在相關消息發佈後的第二天披露增持比特幣資訊。

Odaily Planet Daily News: According to GMGN market data, the Solana ecosystem Meme coin ANSEM's market capitalization once surpassed $92 million, hitting an all-time high, before retreating to around $91 million, with an intraday gain of over 49,000%.

Odaily Planet Daily reminds that Meme coin prices are highly volatile, primarily driven by market sentiment and speculative hype, and lack clear practical application scenarios. Investors should be aware of the associated risks.

Odaily星球日报訊 香港特區政府財政司司長陳茂波 28 日發表網誌表示，香港不僅是招商引資的重要渠道，更是內地企業和產品走向國際的「關鍵紐帶」，以及技術創新與國際市場之間標準與規則的「轉換器」。陳茂波表示，在國家「雙循環」發展戰略下，香港的國際化優勢能有效協助內地企業對接全球市場。內地卓越的科創實力可與香港的國際化優勢高效聯動，助力企業將研發成果轉化為海外訂單。

同時，香港能為需要「耐心資本」的硬科技企業引入國際長期資金，實現「投小、投早、投長期」，支持有潛力的科技企業及新興和未來產業發展壯大。此外，香港正在發展的北部都會區與西安等地濃厚的創業氛圍高度契合，可形成教育、科技、人才、產業相互賦能的正向循環。（新華社）

Odaily Planet Daily News According to GMGN market data, the market cap of the Solana ecosystem Meme coin ANSEM briefly surpassed $75 million, hitting an all-time high, before retreating to approximately $74 million, with an intraday increase of over 35,000%.

Odaily Planet Daily reminds that Meme coin prices are highly volatile, primarily driven by market sentiment and concept speculation, and lack clear practical application scenarios. Investors should be aware of the associated risks.

PPP discovers smart money! The "Ultra-Fast Swing Trading, Ultra-High Sharpe Ratio" strategy

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Odaily Seer 先知頻道監測顯示，predict.fun 上「梅西獲得 2026 年世界盃金靴獎」機率現升至 53%，24 小時上漲 11%，位列第一；姆巴佩獲得金靴獎機率為 21%，暫列第二；哈蘭德獲得金靴獎機率為 7%，暫列第三；C 羅獲得金靴獎機率目前僅為 2%。

6 月 28 日，世界盃小組賽阿根廷 3-1 戰勝約旦，梅西再次打入一球，目前以 19 球領跑世界盃歷史射手榜。

Odaily Seer 先知頻道持續關注預測市場，在定價之前，看見變化。

Odaily星球日報訊 Serenity 在 X 平台發文表示，Schaeffler AG 是當前汽車產業切入人形機器人賽道的「理想樣本」，該公司市值約 75 億歐元，同時已與約 45 家人形機器人企業展開合作，業務涵蓋軸承、齒輪箱、感測器/ECU、執行器及功率電子等核心部件，理論上可佔人形機器人 BOM 成本約 50%。儘管具備潛在高滲透率，其當前仍僅預計到 2030 年實現數億歐元級收入。

Odaily Odaily reports that Big Brother Machi, Huang Licheng, has published multiple tweets about the Meme coin Machi. The price of the related token briefly broke $0.0007 and is currently reported at $0.000668, representing a 235% intraday increase.

It is currently unclear whether Big Brother Machi's X account has been hacked. Community users are advised to remain vigilant.

Odaily Odaily reminds that Meme coin prices are highly volatile, primarily driven by market sentiment and concept hype, and lack clear practical application scenarios. Investors should be aware of the associated risks.

Odaily reported that on-chain analyst Ai Yi posted on X, stating that a user made a single purchase of $5.455 million worth of SKHYNIX on Binance, causing the SKHYNIX contract price to momentarily rise to $1,830 before falling back to $1,786.

Odaily Planet Daily News: According to Al Jazeera, during his visit to Iraq, Iranian Foreign Minister Abbas Araghchi stated that the Strait of Hormuz will be completely under Iran's control within the next 30 days. He said, "I have informed the Iraqi Foreign Minister of the latest outcomes of the war imposed on Iran and the progress related to the memorandum of understanding signed between Iran and the United States."

"In the next 30 days, the Strait of Hormuz will still be fully supervised and managed by Iran. After all obstacles are removed, the full navigational capacity of this waterway will be restored. This is exactly what we are working towards." "This responsibility is borne by Iran. There are no other parties or countries involved in this regard. This has been clearly stipulated in the memorandum of understanding, and any intervention or any unilateral action will lead to a deterioration of the situation and delay the reopening of the strait." (Jinshi Data)

Odaily星球日报讯 据 Darkfost 发文，比特币 UTXO 数据显示，当前市场中亏损成交占比/盈利成交占比已降至本轮熊市周期最低水平，显示投资者正进入明显的“投降”阶段。该指标此前在历史周期底部区域曾多次触发，上一次类似低位出现在 2023 年中期熊市深度阶段，当时比特币价格一度跌至约 26000 美元。

Odaily 星球日報訊 Citrini 分析師 jukan 在 X 平台發文表示，先進半導體製程所用的高純度二氧化碳 CO2 採購出現預警信號，原因是煉油和石化工廠開工率下降，導致原料 CO2 產量大幅減少。

半導體製造商和供應商通常各持有約兩週庫存，合計約一個月用量，但近期業界認為庫存已降至一個月以下。Samsung Electronics 每月使用約 1800 至 2000 噸高純度 CO2，SK Hynix 每月使用約 600 至 700 噸。目前 Samsung Electronics 和 SK Hynix 尚未出現生產中斷，但庫存餘量持續收窄，兩家公司正在加強採購，即使提高價格也難以獲得額外供應。

液化 CO2 價格較年初上漲約 20%，業界認為供應緊張很可能持續至年底。國內主要高純度 CO2 供應商包括 Taekyung Chemical、Sundo Chemical、Dongkwang Chemical 和 SK Air Plus，其中 Taekyung Chemical 被認為是領先企業。