下周必關注｜海力士即將赴美上市；SpaceX將被納入那斯達克100指數；（7.6-7.12）
- 核心觀點：下周（7月7-12日）市場將迎來多項重磅事件，包括SpaceX IPO靜默期結束帶來的研究報告潮、GPT-5.6和Gemini 3.5 Pro等AI模型的潛在發布、聯準會貨幣政策會議紀要公布，以及SK海力士在那斯達克上市等，這些事件將對相關資產定價和市場情緒產生重要影響。
- 關鍵要素：
- SpaceX將於2026年7月7日加入那斯達克100指數，且IPO靜默期於下週二結束，承銷銀行將發布研究報告，預計影響其股價定價。
- 據市場傳聞，OpenAI或於7月7-9日向公眾開放GPT-5.6，Google DeepMind暫定7月17日發布Gemini 3.5 Pro，但尚未獲官方確認。
- 台北時間7月9日02:00，聯準會將公布貨幣政策會議紀要，同日美國還將公布初請失業金人數，影響市場對利率路徑的預期。
- SK海力士ADR將於7月10日在那斯達克掛牌交易，計劃募資約294億美元，資金將用於韓國本土產能擴張。
- Berachain將於7月7日進行PoL Next升級並棄用BGT代幣；比特幣L2網路Botanix宣布關閉，用戶需在7月9日前提取資產。
- 美國正與AI公司談判，最快下周宣布創建新模型時的自願性標準，以落實相關行政令並規範AI發布流程。
Key Highlights for Next Week
July 7
SpaceX to Join the Nasdaq 100 Index on July 7, 2026;
IPO Quiet Period Nears End, Flood of SpaceX Research Reports to Impact Market Pricing;
July 9
Federal Reserve to Release Minutes of Monetary Policy Meeting on July 9;
US to Release "Initial Jobless Claims for the Week Ending July 4" on July 9;
July 10
SK Hynix Files Prospectus with SEC, ADR to List on Nasdaq on July 10;
July 11
US-Iran Talks Scheduled for July 11 in Pakistan;
More noteworthy industry events from July 6 to July 12 are detailed below.
July 6
None
July 7
SpaceX to Join the Nasdaq 100 Index on July 7, 2026
Odaily Planet Daily News: Nasdaq Exchange: SpaceX (SPCX.O) will join the Nasdaq 100 Index on July 7, 2026. (Jin10)
IPO Quiet Period Nears End, Flood of SpaceX Research Reports to Impact Market Pricing
Odaily Planet Daily News: Since SpaceX's record-breaking IPO last month, investors have largely been "blind men feeling the elephant," lacking sufficient financial forecast data to judge the stock's fair value. This situation will change next week when the quiet period ends for analysts at banks underwriting SpaceX's $86 billion IPO.
The IPO is led by Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase, with 18 other banks participating. Starting next Tuesday, investors will be greeted by a wave of new research reports, target price forecasts, and growth expectations, helping to shed light on the short-term and long-term trajectory of SpaceX's stock price.
Art Hogan, Chief Market Strategist at B. Riley Wealth, said: "Everyone is talking about what this company could become in 2030, not what it can do in the next 12 months... This is an investment for a better future, but you still need to focus on the next four years." (Jin10)
Rumor: GPT-5.6 Could Open to the Public as Early as July 7, Gemini 3.5 Pro May Launch on July 17
Odaily Planet Daily News: Tech blogger Leo has leaked that OpenAI may open GPT-5.6 to the public between July 7 and July 9, with the earliest possible date being July 7. The new model's usage quota is reportedly more flexible, and OpenAI is further strengthening its security policies before the launch.
Additionally, according to sources, Google DeepMind has tentatively scheduled the release of Gemini 3.5 Pro for July 17. Another tech blogger, Astro Polo, stated that Gemini 3.5 Pro will support a 200 million token context window, double the 100 million tokens currently supported by Claude Sonnet 5, Claude Opus 4.8, and Claude Fable 5, making it more suitable for processing large codebases, lengthy documents, and long conversations.
Note: The above information is market speculation and has not been officially confirmed by OpenAI or Google DeepMind.
Berachain to Undergo PoL Next Upgrade on July 7
Odaily Planet Daily News: Berachain will undergo the PoL Next upgrade on July 7, during which the BGT token will be deprecated.
July 8
The Interfold to Auction FOLD Tokens via Uniswap CCA on July 8
Odaily Planet Daily News: Privacy infrastructure project The Interfold will auction FOLD tokens via Uniswap CCA. The pre-bidding and KYC verification window will be open from July 6 to 7; the auction will begin on July 8 at 22:00; the auction ends on July 10 at 22:00, after which successful participants can claim tokens through the Uniswap interface. FOLD tokens will have a 40-day cooling-off period after the auction, during which they can only be used for Ciphernode staking and cannot be freely transferred.
Participants must complete KYC verification via Predicate. The auction uses a uniform clearing price mechanism; bidders can set a maximum FDV and budget, with any amount exceeding the clearing price being withdrawable for rebidding. Token transfer restrictions are expected to be lifted around August 19, coinciding with the TGE.
July 9
Federal Reserve to Release Minutes of Monetary Policy Meeting on July 9
Odaily Planet Daily News: At 02:00 Beijing time on July 9 (Thursday), the Federal Reserve will release the minutes of its monetary policy meeting.
US to Release "Initial Jobless Claims for the Week Ending July 4" on July 9
Odaily Planet Daily News: At 20:30 Beijing time on July 9 (Thursday), the US will release "Initial Jobless Claims for the Week Ending July 4".
LayerZero to Upgrade Default DVN Configuration to 3-of-3 on July 9
Odaily Planet Daily News: LayerZero will upgrade its default DVN configuration to 3-of-3 on July 9 and plans to deprecate v1 relayers. This change only affects applications using default settings and is expected to cause a brief interruption of approximately 15 minutes.
Bitcoin L2 Network Botanix Announces Shutdown, Users Must Withdraw All Assets by July 9
Odaily Planet Daily News: Bitcoin L2 network Botanix has decided to shut down. Botanix urges community users to withdraw Bitcoin and other assets before July 9, 2026. After July 9, the alliance will sweep the remaining Bitcoin; any other assets or tokens on the network will be unrecoverable.
Botanix revealed that it originally planned to eventually launch a token, but the overall performance of token launches over the past year failed to meet the expected model results. Simultaneously, structural and economic factors, including the lack of demand for Bitcoin in DeFi, the shift of on-chain economics towards venues with user relationships, and network fee income being unable to cover infrastructure costs, led to the termination of the experiment.
July 10
SK Hynix Files Prospectus with SEC, ADR to List on Nasdaq on July 10
Odaily Planet Daily News: On June 30, SK Hynix filed an F-1 prospectus with the US Securities and Exchange Commission (SEC) to list on Nasdaq through the issuance of "American Depositary Receipts" (ADRs). The company plans to raise approximately 45.45 trillion Korean Won (about $29.4 billion), making it one of the largest ADR issuances in history. All proceeds from this offering will be used for domestic capacity expansion in South Korea, including the Yongin wafer fab, the Cheongju advanced packaging line, and investment in EUV and related equipment.
The transaction is jointly underwritten by Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase. A total of 17.79 million new shares (representing 2.5% of its total issued shares) will be offered under the ticker SKHY. The ADRs are expected to begin trading on Nasdaq on July 10.
Adam Back's BSTR and Cantor SPAC Merger Vote Delayed to July 10
Odaily Planet Daily News: The shareholder vote on the merger between Adam Back's Bitcoin Standard Treasury (BSTR) and Cantor Equity Partners I has been further postponed to July 10. Upon completion of the merger, BSTR could potentially purchase over 25,500 BTC.
Malta Explores Regulating Parts of DeFi, Discussion Paper Deadline is July 10
Odaily Planet Daily News: Malta's financial regulator is exploring bringing parts of the DeFi sector under its regulatory umbrella. The deadline for submissions on the discussion paper is July 10.
July 11
US-Iran Talks Scheduled for July 11 in Pakistan
Odaily Planet Daily News: According to reports from Saudi media Al-Hadath and Al Arabiya, talks between the US and Iran will take place in Pakistan on July 11. (Jin10)
July 12
DeFi App Legend: To Wind Down Operations, App to Go Offline on July 12
Odaily Planet Daily News: DeFi app Legend posted on X platform that after two years of development, it has decided to wind down the company. The team stated that the product failed to reach the scale necessary for long-term sustainability. The Legend app will remain operational for the next 60 days and will go offline on July 12. New user registration has been halted from today, and existing users are advised to withdraw funds before the app closes. Relevant documentation will be retained for 60 days after the app goes offline.
Other (Specific Dates TBD)
Odaily Planet Daily News: The US government is in high-level talks with AI companies, planning to announce voluntary standards for creating new model releases as early as next week.
These standards would set benchmarks for models with cutting-edge cyber capabilities and establish a release timeline to streamline future model deployments. This move aims to implement the US President's executive order plan regarding AI from last month. US officials will also clarify access rights to advanced AI models both domestically and internationally, potentially laying the foundation for a global framework that includes US allies.
Previously, the US government intervened in the release of new tools from Anthropic and OpenAI. Anthropic's latest model was subject to export controls on June 12 due to concerns over cybersecurity risks, but these restrictions were lifted on Tuesday. Currently, technical teams from AI labs and government officials meet regularly to reach a consensus. (FT)
