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On July 28, the MoneyFrontier 2026 New Infrastructure Intelligent Computing Summit came to a successful conclusion at the Hopewell Hotel in Hong Kong. As the first public event hosted by KUAI.CLOUD, the summit focused on AI infrastructure and industrial applications, aiming to drive the transformation of the traditional computing industry. At the event, distinguished guests including Moore Threads, Tencent Cloud, and Yanjiji attended, along with representatives from domestic GPU, cloud services, data centers, AI applications, and industrial capital sectors. The full-day agenda featured multiple speeches and panel discussions centered around three main themes: domestic hardware and AI Factory, overseas transformation and the global computing cycle, and Agent intelligent agents and AI-native applications. The summit showcased KUAI.CLOUD's insights and organizational capabilities in the path of AI industry implementation, further consolidating industry consensus and promoting AI infrastructure and industrial applications toward more pragmatic cooperation scenarios.

[KUAI.CLOUD New Infrastructure Intelligent Computing Summit Concludes Successfully in Hong Kong, Focusing on AI Infrastructure and Industrial Applications]On July 28, the MoneyFrontier 2026 New Infrastructure Intelligent Computing Summit came to a successful conclusion at the Hopewell Hotel in Hong Kong. As the first public event hosted by KUAI.CLOUD, the summit focused on AI infrastructure and industrial applications, aiming to drive the transformation of the traditional computing industry. At the event, distinguished guests including Moore Threads, Tencent Cloud, and Yanjiji attended, along with representatives from domestic GPU, cloud services, data centers, AI applications, and industrial capital sectors. The full-day agenda featured multiple speeches and panel discussions centered around three main themes: domestic hardware and AI Factory, overseas transformation and the global computing cycle, and Agent intelligent agents and AI-native applications. The summit showcased KUAI.CLOUD's insights and organizational capabilities in the path of AI industry implementation, further consolidating industry consensus and promoting AI infrastructure and industrial applications toward more pragmatic cooperation scenarios.

KUAI.CLOUD New Infrastructure Intelligent Computing Summit Concludes Successfully in Hong Kong, Focusing on AI Infrastructure and Industrial Applications

On July 29, the Korea Composite Stock Price Index (KOSPI) fell more than 8% during intraday trading, triggering the market's circuit breaker mechanism. The index dropped below the 5,600-point mark, hitting a recent low. This marks the ninth time this year that South Korea's stock market has triggered a circuit breaker, and the second consecutive trading day to do so. Previously, market views suggested that the circuit breaker mechanism in South Korea's stock market had become ineffective and unable to stem the selling pressure. The core logic behind this latest plunge is a revaluation of AI semiconductor valuations combined with structural deficiencies in the South Korean market. Samsung Electronics and SK Hynix together account for over 40% of KOSPI's market capitalization, meaning fluctuations in these two stocks can sway the direction of the entire index.

[South Korea's Stock Market Triggers Circuit Breaker for Second Straight Day, Ninth Time This Year]On July 29, the Korea Composite Stock Price Index (KOSPI) fell more than 8% during intraday trading, triggering the market's circuit breaker mechanism. The index dropped below the 5,600-point mark, hitting a recent low. This marks the ninth time this year that South Korea's stock market has triggered a circuit breaker, and the second consecutive trading day to do so. Previously, market views suggested that the circuit breaker mechanism in South Korea's stock market had become ineffective and unable to stem the selling pressure. The core logic behind this latest plunge is a revaluation of AI semiconductor valuations combined with structural deficiencies in the South Korean market. Samsung Electronics and SK Hynix together account for over 40% of KOSPI's market capitalization, meaning fluctuations in these two stocks can sway the direction of the entire index.

South Korea's Stock Market Triggers Circuit Breaker for Second Straight Day, Ninth Time This Year

On July 29, the Korea Exchange triggered a circuit breaker mechanism on the KOSPI index, suspending trading for 20 minutes. Earlier, the KOSDAQ index had already triggered its circuit breaker. The KOSPI index is currently down 8.17%.

[South Korea's KOSPI Index Triggers Circuit Breaker on Decline]On July 29, the Korea Exchange triggered a circuit breaker mechanism on the KOSPI index, suspending trading for 20 minutes. Earlier, the KOSDAQ index had already triggered its circuit breaker. The KOSPI index is currently down 8.17%.

South Korea's KOSPI Index Triggers Circuit Breaker on Decline

On July 29, the South Korean stock market saw a second consecutive day of sharp declines, as SK Hynix's second-quarter earnings fell short of expectations, extending the downturn for chipmakers while retail investors reduced their holdings. After closing down 10% on Tuesday, the KOSPI index fell another 8% on Wednesday. So far in July, the KOSPI index has dropped more than 30%, and this month's decline is on track to be the steepest on record. The index had surged earlier this year, with its gains almost entirely dependent on Samsung Electronics and SK Hynix. After closing down 14% on Tuesday, SK Hynix's shares plummeted another 12% on Wednesday, with the two-day drop wiping out about one-fifth of its market cap. Investors are now awaiting the release of quarterly earnings from Samsung Electronics and other major U.S. tech companies on Thursday. (Jin Shi)

[SK Hynix Market Cap Plunges About One-Fifth in Two Days; South Korean Stocks Drop 18%]On July 29, the South Korean stock market saw a second consecutive day of sharp declines, as SK Hynix's second-quarter earnings fell short of expectations, extending the downturn for chipmakers while retail investors reduced their holdings. After closing down 10% on Tuesday, the KOSPI index fell another 8% on Wednesday. So far in July, the KOSPI index has dropped more than 30%, and this month's decline is on track to be the steepest on record. The index had surged earlier this year, with its gains almost entirely dependent on Samsung Electronics and SK Hynix. After closing down 14% on Tuesday, SK Hynix's shares plummeted another 12% on Wednesday, with the two-day drop wiping out about one-fifth of its market cap. Investors are now awaiting the release of quarterly earnings from Samsung Electronics and other major U.S. tech companies on Thursday. (Jin Shi)

SK Hynix Market Cap Plunges About One-Fifth in Two Days; South Korean Stocks Drop 18%

On July 29, the Korea Composite Stock Price Index (KOSPI) fell more than 8% during intraday trading, triggering the market's circuit breaker. The index fell below the 5,600-point mark, hitting a recent low. This is the ninth time this year that the South Korean stock market has triggered the circuit breaker, and the second consecutive trading day to do so. (CCTV News)

[South Korean Stock Market Triggers Circuit Breaker for Second Consecutive Day]On July 29, the Korea Composite Stock Price Index (KOSPI) fell more than 8% during intraday trading, triggering the market's circuit breaker. The index fell below the 5,600-point mark, hitting a recent low. This is the ninth time this year that the South Korean stock market has triggered the circuit breaker, and the second consecutive trading day to do so. (CCTV News)

South Korean Stock Market Triggers Circuit Breaker for Second Consecutive Day

On July 29, according to monitoring data from Farside Investors, the US spot Ethereum ETF had a net inflow of $9.4 million yesterday.

[US Spot Ethereum ETF Sees Net Inflow of $9.4 Million Yesterday]On July 29, according to monitoring data from Farside Investors, the US spot Ethereum ETF had a net inflow of $9.4 million yesterday.

US Spot Ethereum ETF Sees Net Inflow of $9.4 Million Yesterday

On July 29, according to Farside Investors monitoring data, the US spot Bitcoin ETF saw a net outflow of $49.7 million yesterday.

[US Spot Bitcoin ETF Net Outflow of $49.7M Yesterday]On July 29, according to Farside Investors monitoring data, the US spot Bitcoin ETF saw a net outflow of $49.7 million yesterday.

US Spot Bitcoin ETF Net Outflow of $49.7M Yesterday

On July 29, the Federal Reserve will announce its interest rate decision at 2:00 PM ET on July 29 (early morning of July 30 Beijing time). The market is facing one of the most difficult FOMC meetings to predict in recent years. According to the CME FedWatch Tool, traders currently see about a 71% probability that the Fed will keep rates in the 3.50%-3.75% range, while still betting on roughly a 29% chance of a surprise 25-basis-point hike. The uncertainty this time stems mainly from oil prices and inflation. Repeated tensions in the Middle East have pushed up energy prices, raising concerns that inflationary pressures could reheat. At the same time, some recent inflation data have shown signs of cooling, making it harder to price whether the Fed needs to act immediately. Wall Street generally believes that even if the Fed holds steady this week, Chairman Kevin Warsh may strike a hawkish tone. Investors will focus on three points: whether the statement emphasizes inflation risks, whether there are dissenting votes in favor of a rate hike, and whether Warsh leaves room for further rate hikes later this year. For the market, the real risk lies in an upward revision of the rate path. If the Fed hints at further tightening, Treasury yields and mortgage rates could continue to rise, putting valuation pressure on growth stocks and other rate-sensitive assets. Strategists say U.S. stocks could experience sharp volatility on decision day, as investors await a clearer policy direction from Warsh.

[Fed Decision Eve: Wall Street Bets on 'Hawkish Pause' with Nearly 30% Chance of Surprise Rate Hike]On July 29, the Federal Reserve will announce its interest rate decision at 2:00 PM ET on July 29 (early morning of July 30 Beijing time). The market is facing one of the most difficult FOMC meetings to predict in recent years. According to the CME FedWatch Tool, traders currently see about a 71% probability that the Fed will keep rates in the 3.50%-3.75% range, while still betting on roughly a 29% chance of a surprise 25-basis-point hike. The uncertainty this time stems mainly from oil prices and inflation. Repeated tensions in the Middle East have pushed up energy prices, raising concerns that inflationary pressures could reheat. At the same time, some recent inflation data have shown signs of cooling, making it harder to price whether the Fed needs to act immediately. Wall Street generally believes that even if the Fed holds steady this week, Chairman Kevin Warsh may strike a hawkish tone. Investors will focus on three points: whether the statement emphasizes inflation risks, whether there are dissenting votes in favor of a rate hike, and whether Warsh leaves room for further rate hikes later this year. For the market, the real risk lies in an upward revision of the rate path. If the Fed hints at further tightening, Treasury yields and mortgage rates could continue to rise, putting valuation pressure on growth stocks and other rate-sensitive assets. Strategists say U.S. stocks could experience sharp volatility on decision day, as investors await a clearer policy direction from Warsh.

Fed Decision Eve: Wall Street Bets on 'Hawkish Pause' with Nearly 30% Chance of Surprise Rate Hike

On July 29, the KOSDAQ index plunged over 8% during trading, triggering a level 1 circuit breaker (activated when the index falls more than 8% from the previous day's closing price and persists for one minute). The circuit breaker mechanism has struggled to effectively halt sell-offs. Previously on July 28, the KOSPI and KOSDAQ both triggered level 1 circuit breakers on the same day, but the KOSPI still plummeted 10.84%, and the KOSDAQ fell 7.72%. The core logic behind this crash is the revaluation of AI semiconductor stocks combined with structural flaws in South Korea's market. Samsung Electronics and SK Hynix together account for over 40% of the KOSPI's market capitalization, meaning fluctuations in just these two stocks can dictate the direction of the broader index. Samsung Electronics is currently down 5.45%, and SK Hynix is down 9.81%.

[Opinion: South Korea's Circuit Breaker Mechanism Fails to Effectively Halt Sell-offs]On July 29, the KOSDAQ index plunged over 8% during trading, triggering a level 1 circuit breaker (activated when the index falls more than 8% from the previous day's closing price and persists for one minute). The circuit breaker mechanism has struggled to effectively halt sell-offs. Previously on July 28, the KOSPI and KOSDAQ both triggered level 1 circuit breakers on the same day, but the KOSPI still plummeted 10.84%, and the KOSDAQ fell 7.72%. The core logic behind this crash is the revaluation of AI semiconductor stocks combined with structural flaws in South Korea's market. Samsung Electronics and SK Hynix together account for over 40% of the KOSPI's market capitalization, meaning fluctuations in just these two stocks can dictate the direction of the broader index. Samsung Electronics is currently down 5.45%, and SK Hynix is down 9.81%.

Opinion: South Korea's Circuit Breaker Mechanism Fails to Effectively Halt Sell-offs

On July 22, the CEO of CoreWeave stated that the company is massively deploying AI infrastructure and is on the right track in building an AI-native cloud. In addition, as AI cloud revenue grows, the accounting impact of depreciation will diminish.

[CoreWeave CEO: Company is Massively Deploying AI Infrastructure]On July 22, the CEO of CoreWeave stated that the company is massively deploying AI infrastructure and is on the right track in building an AI-native cloud. In addition, as AI cloud revenue grows, the accounting impact of depreciation will diminish.

CoreWeave CEO: Company is Massively Deploying AI Infrastructure

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Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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