24H熱門幣種與要聞｜長鑫科技上市首日創下多項A股紀錄；國產DUV光刻機已開始量產（7月28日）
- 核心觀點：本文綜合呈現了加密貨幣市場行情、鏈上熱點、傳統金融與AI領域動態及監管政策，重點突出了長鑫科技上市首日暴漲創紀錄、Hyperliquid市場數據，以及美國與日本在加密監管和行業政策上的最新進展。
- 關鍵要素：
- 加密貨幣市場：BTC、ETH等主流幣種下跌2.97%-4.11%；Meme幣AEON漲84.28%；Solana鏈上Meme幣EPIK市值日內漲超58倍。
- 長鑫科技事件：上市首日收漲465.82%，全天成交額超1400億，總市值達3.28萬億元，創A股多項紀錄。
- 戰略與資金動態：Strategy首次回購28.89萬股STRC，金額2500萬美元；Metaplanet收購Siiibo Securities，計劃發行比特幣抵押債券。
- 美國監管進程：參議院擱置CLARITY Act，最早下週表決；賓夕法尼亞州法案擬禁止博彩企業為預測市場做市。
- AI與半導體行業：Moonshot AI將開源2.8萬億參數模型Kimi K3，中國開源權重模型Token佔比升至68%；SK海力士預期Q2業績創歷史新高。
- Hyperliquid數據復盤：長鑫盤前交易量達1780萬美元，96%聰明錢提前做空獲利；多數多頭來自新交易者，韓國錢包做空最多。
- 投融資與合規事件：英偉達投資Ilya Sutskever新AI實驗室；Kraken母公司收購Magic Labs嵌入式錢包業務；香港26歲交易員挪用資金做多ETF，賬面虧損1.5億港元。
1. Hot CEX Tokens
CEX Top 10 Trading Volume & 24h Change:
- BTC: - 2.97%
- ETH: - 3.57%
- SOL: -4.11%
- BANK: - 15.65%
- AERO: + 0.82%
- XRP: - 4.39%
- DEXE: - 14.5%
- BNB: - 1.39%
- ZEC: - 5.77%
- SNDKB: - 16.31%
24-Hour Gainers (Data Source: OKX):
- AEON： +84.28%
- DGB： +18.86%
- KAITO： +11.89%
- ZAMA：+11.28%
- ALLO：+ 6.32%
- XPLTR： + 5.59%
- PROS： + 4.52%
- CARDS： + 4.47%
- VELODROME： +4.24%
- MMT：+ 4.10%
24-Hour Stock & Token Gainers (Data Source: msx.com):
- NCTY：37.38%
- SKDD：17.06%
- CLS：12.68%
- DJT：11.8%
- DEFT：10.26%
- RGTI：10.18%
- NVDQ：10.06%
- AMC：9.91%
- LONQ：9.53%
- BMNR：9.44%
2. Hot On-Chain Meme (Data Source: GMGN):
- Solana：CATE、Nongwan
- BSC：Bi You, MarsCoin
Headlines
CXMT Surges 465.82% on Trading Debut
Odaily News - CX Technology (CXMT) made its market debut yesterday, closing up 465.8%, setting multiple A-share records with a full-day trading volume exceeding 140 billion yuan and a total market capitalization reaching 3.28 trillion yuan.
CXMT Sets Multiple A-Share Records in First Hour of Trading
Odaily News - Domestic memory leader CXMT listed on the STAR Market, breaking several A-share records on its first day: 1. First A-share tech stock to open with a market cap over 3 trillion yuan, with an opening market cap of ~3.31 trillion yuan; 2. Topped the STAR Market valuation rankings, surpassing SMIC to become the highest-valued listed company on the board; 3. First A-share stock to exceed one trillion yuan in a single day's trading volume, surpassing 100 billion yuan in the first hour, on track to set another historic record for the full day; 4. First A-share new stock to combine a trillion-yuan trading volume with over 50% turnover rate, showcasing unprecedented trading activity.
Odaily News - According to The Information citing unnamed sources, a state-backed enterprise based in Shanghai has begun mass production of domestically developed DUV (Deep Ultraviolet) lithography equipment, a significant step for China's semiconductor industry in advancing import substitution.
The enterprise plans to produce about 5 DUV lithography machines in 2026, expanding to approximately 20 units in 2027. While still lagging behind Dutch giant ASML (which shipped 131 immersion DUV lithography systems last year), the breakthrough in mass production of domestic DUV equipment indicates that China's chip manufacturing supply chain is moving towards greater self-sufficiency and control.
Sources indicate the batch of domestic DUV machines is scheduled for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker CXMT.
Among them, CXMT, as a representative of China's DRAM industry, is expected to become a key user of this advanced domestic semiconductor manufacturing equipment. If the domestic DUV equipment can operate stably in production lines of companies like CXMT, it will further reduce China's memory chip industry's reliance on foreign critical equipment.
Yuliagsheng, SMIC, Hua Hong, and CXMT did not respond to requests for comment.
Strategy Buys Back 288,900 STRC Shares for $25 Million, a First
Odaily News - BitcoinTreasuries.NET posted on X that Strategy MSTR announced its first repurchase of 288,900 Stretch STRC shares under its Digital Credit Securities Repurchase Plan for $25 million, funded through its common stock ATM offering.
Industry News
Analyst: SK Hynix Expected to Post Record Q2 Earnings
Odaily News - Meritz Securities analyst Kim Sun-woo stated that driven by one-time investment gains and rising semiconductor prices, SK Hynix is expected to report record-breaking second-quarter results. The analyst estimates SK Hynix's pre-tax profit for April-June will exceed 100 trillion Korean Won, including an operating profit of 6.01 trillion Won and a 4.16 trillion Won investment gain from holding shares of Japan's Kioxia via US private equity firm Bain Capital. This performance would surpass the company's Q1 record operating profit of 5.88 trillion Won. He added that DRAM and NAND memory chip prices rose 30% and 49% respectively in Q2.
Previously, SK Hynix announced it will report its Q2 2026 earnings on Wednesday, July 29, 2026.
[Korean Media] SK Hynix Plans New Headquarters in Gangnam, Seoul, Adjacent to Samsung HQ
Odaily News - SK Group is moving forward with acquiring the former Le Méridien hotel site in Gangnam, Seoul, to build the SK Hynix headquarters. Reports state the site is about 1 km from Samsung Group's 'Samsung Town' headquarters. SK Group Chairman Chey Tae-won is said to have requested the building be built '5 meters higher than Samsung's.'
The specific participation method for the project has not yet been finalized, with options including land acquisition, taking equity in a project company, or pre-purchasing office buildings still under discussion. (Asia Economy)
Odaily News - Chinese AI startup Moonshot AI will publicly release the model weights of its high-performance model, Kimi K3. Developers can download the weights and adapt them for various uses, or run the model in their own data centers or cloud environments.
Kimi K3 boasts 2.8 trillion parameters and a context window of 1 million tokens, allowing it to process large documents and codebases in a single session. Moonshot AI plans to later publish a technical report detailing the model's architecture, training methods, and performance benchmarks.
Following the Kimi K3 release, Moonshot AI's daily revenue reportedly grew at least 6-fold. The company is pursuing a new funding round at a $50 billion valuation and considering a Hong Kong IPO as early as this year.
Bloomberg Intelligence stated that following the release of Kimi K3 and Z.AI's GLM-5.2, Chinese open-weight models' share of total token usage has risen to 68%. AWS Bedrock, Microsoft Azure Foundry, and Google Vertex AI do not yet offer Chinese open-weight models like Kimi K3 and GLM-5.2.
AMD to Establish AI Research Center in South Korea, Building Open AI Infrastructure Ecosystem
Odaily News - AMD (AMD.O) will establish an AI research center in South Korea and build an open AI infrastructure ecosystem. South Korea's Ministry of Science and ICT announced on the 27th that it signed a Memorandum of Understanding (MOU) with AMD in San Francisco on the 23rd regarding cooperation on the AI chip ecosystem. AMD plans to set up an AI Center of Excellence in South Korea to support technical cooperation, AI chip software development, computing technology validation, and joint research among Korean companies, universities, and research institutions. It will also promote collaboration with domestic Korean AI chip companies. The MOU includes building heterogeneous AI computing infrastructure connecting AMD's CPUs and GPUs with Korean AI chips (NPUs) that have strengths in inference.
The two sides also plan to create an open AI computing ecosystem with broad participation from Korean companies, covering areas like memory, networking, servers, and software. (Yonhap News Agency)
BlackRock Supports CLARITY Act; Senate Legislative Window Narrows
Odaily News - BlackRock, the world's largest asset manager, has thrown its support behind the CLARITY Act. Samara Cohen, BlackRock's Senior Managing Director and Head of Global Market Development, stated the bill is a crucial step toward establishing an investor-first digital asset regulatory framework. Cohen added the bill would help shape the next phase of US market structure by supporting innovation while preserving transparency, resilience, and investor protection. Fidelity, Goldman Sachs CEO David Solomon, and Charles Schwab have previously expressed support for related legislation or clearer digital asset rules. Last week, the US Senate Republican released an updated text of the CLARITY Act, integrating work from the Senate Banking and Agriculture Committees. Senate Majority Leader John Thune indicated that Senate work on the bill could extend beyond the August recess. Crypto advocacy group Stand With Crypto states it has sent over 925,000 emails to Congress in 2025, and over 1.1 million contacts since its inception. The group stated that every Senate vote on the CLARITY Act will be featured on a public scorecard for lawmakers.
Futu Securities Officially Launches Korean Stock Trading
Odaily News - Futu Holdings (03588.HK) announced the official launch of Korean stock trading. Eligible investors in Hong Kong SAR and Singapore can now trade Korean stocks simultaneously. The service covers over 2,700 stocks on the Korea Exchange (KRX), including the KOSPI main board and KOSDAQ, and provides access to pre-market auction trading on the KRX. (Jinshi)
Kong Jianping Indirectly Holds ~18.98 Million CXMT Shares, Valued at ~940 Million Yuan
Odaily News - According to public records and related disclosure documents, Kong Jianping indirectly holds approximately 18.98 million shares of CXMT through the Yifang Changda Fund (subscription of 21.34 million yuan). Based on the opening price of 49.5 yuan on that day, the value of these holdings is about 940 million yuan, yielding an estimated return of approximately 44 times according to related calculations.
Kong Jianping stated that when he invested in CXMT in 2020, the company's valuation was less than 20 billion yuan, compared to over 3 trillion yuan currently.
Odaily News - A 26-year-old male trader at Hong Kong's Chefu Management Services Ltd. unauthorized misappropriated HKD 50 million from the company as margin, using leveraged financing to buy the CSOP 2x Long Hynix ETF.
Due to the dual leverage from margin financing and the 2x leveraged ETF, the position incurred a paper loss of approximately HKD 150 million. The ETF surged to an all-time high of HKD 193.65 in late June before correcting along with the semiconductor sector, falling over 72% to HKD 52.58 as of July 20th.
The trader has been arrested by police on suspicion of theft. As the position has not been closed, the final loss will fluctuate with the price. (Tencent News)
Project News
CXMT Hyperliquid Data Review: Pre-IPO Volume Reaches $17.8M, 96% of Smart Money Shorts for Profit
Odaily News - On-chain data platform Allium posted on X that it tracked Hyperliquid trader positions 36 minutes before the CXMT IPO to observe market changes around the public listing.
The data shows CXMT has been tradable for 12 days; 1 minute before the IPO, the perpetual contract price was within 3% of the opening price; 15-minute volume increased from $1 million the previous day to $14 million; total pre-IPO volume reached $17.8 million. Smart money traders established short positions pre-IPO and profited, with most holding or even adding. US and Hong Kong wallets were the most long, while Korean wallets were the most short. Most long positions came from traders who joined Hyperliquid over the past weekend.
Loss Expands to $11.8 Million: Triple-A Hack Amount Increases
Odaily News - The total loss from the hack of stablecoin payment infrastructure Triple-A has expanded to $11.8 million. Previously, over $9.3 million was stolen from Triple-A's hot wallet and bridged to Ethereum in a suspected hacker attack.
SOL Meme Coin EPIK Briefly Surpasses $23M Market Cap, Up Over 58x Intraday
Odaily News - According to GMGN Data, the SOL Meme coin EPIK briefly surged past a $23 million market cap, currently at $22 million, marking an intraday gain of over 58 times.
Odaily Reminder: Meme coin prices are highly volatile, and related narratives can change quickly. Please be aware of market risks.
Odaily News - Responding to community skepticism that "holding 50% of tokens is meaningless," EPIK creator Mando clarified that he spent 3 years supporting the project and bought back over 50% of the tokens with personal funds, rather than acquiring a large allocation via airdrop. Mando stated he jokingly created EPIK during a livestream, then invested a seven-figure sum to support the token long-term, contrasting this with KOLs, creators, and celebrities who might sell tokens received over the past three years. He revealed he didn't buy back on that specific day but has accumulated repurchases exceeding 50% of tokens over the past three years. He is now considering a phased airdrop of some tokens to long-time community helpers and related users.
