7*24

Hot topic

Market

Activities

Nasdaq futures have widened their decline to 0.5%, while S&P 500 futures are down 0.2%.

[Nasdaq Futures Drop 0.5%, S&P 500 Futures Down 0.2%]Nasdaq futures have widened their decline to 0.5%, while S&P 500 futures are down 0.2%.

Nasdaq Futures Drop 0.5%, S&P 500 Futures Down 0.2%

On July 28, according to Alibaba Cloud, the Alibaba Cloud Zhenwu M890 super node instance has been Day 0 adapted to Kimi K3. Both parties will further develop domestic computing power cooperation, and the Qianwen AI platform along with Alibaba Cloud Bailian will also provide model APIs for Kimi K3.

[Alibaba Cloud Zhenwu Super Node Adapts to Kimi K3]On July 28, according to Alibaba Cloud, the Alibaba Cloud Zhenwu M890 super node instance has been Day 0 adapted to Kimi K3. Both parties will further develop domestic computing power cooperation, and the Qianwen AI platform along with Alibaba Cloud Bailian will also provide model APIs for Kimi K3.

Alibaba Cloud Zhenwu Super Node Adapts to Kimi K3

On July 28, the Swiss Pictet Hong Kong fund recently reduced its stake in SK Hynix. The company's multi-asset manager, Andy Wong, stated that the current debate centers around whether memory chips have taken too much profit. The market is looking to see if certain factors will emerge to reverse the perception that 'SK Hynix is extracting excessive profits from the supply chain.'

[Swiss Pictet Hong Kong Fund Recently Reduced Stake in SK Hynix]On July 28, the Swiss Pictet Hong Kong fund recently reduced its stake in SK Hynix. The company's multi-asset manager, Andy Wong, stated that the current debate centers around whether memory chips have taken too much profit. The market is looking to see if certain factors will emerge to reverse the perception that 'SK Hynix is extracting excessive profits from the supply chain.'

Swiss Pictet Hong Kong Fund Recently Reduced Stake in SK Hynix

On July 28, Bloomberg reported that BlackRock issued $12.55 billion in investment-grade bonds for Meta's data center project in El Paso, Texas, which rose in early trading on Monday. The yield on these bonds is 7.534%, which is 287.5 basis points higher than U.S. Treasury yields, a level more typical of junk bond markets. During the issuance phase, the subscription size for the bonds was approximately $20 billion, only 1.6 times the issuance amount, significantly lower than the average subscription level of about 4 times for bond issuances this year. However, the higher yield ultimately attracted investors, with the yield spread in the secondary market narrowing to about 260 basis points above U.S. Treasuries, down from 287.5 basis points at issuance. Recently, technology companies have been heavily financing through large bond issuances, putting pressure on investors' capacity to absorb new AI-related debt. There has been a sell-off in tech bonds, and companies like Alphabet continue to expand capital expenditures and may issue further bonds, which has weakened demand for newly issued bonds. The early performance of BlackRock's bonds contrasts with recent issuances from companies like SpaceX. After SpaceX completed its first investment-grade bond issuance in June, those bonds fell in the secondary market, leading investors to face significant paper losses.

[BlackRock Issues $12.55 Billion Meta Data Center Bonds with 7.534% Yield]On July 28, Bloomberg reported that BlackRock issued $12.55 billion in investment-grade bonds for Meta's data center project in El Paso, Texas, which rose in early trading on Monday. The yield on these bonds is 7.534%, which is 287.5 basis points higher than U.S. Treasury yields, a level more typical of junk bond markets. During the issuance phase, the subscription size for the bonds was approximately $20 billion, only 1.6 times the issuance amount, significantly lower than the average subscription level of about 4 times for bond issuances this year. However, the higher yield ultimately attracted investors, with the yield spread in the secondary market narrowing to about 260 basis points above U.S. Treasuries, down from 287.5 basis points at issuance. Recently, technology companies have been heavily financing through large bond issuances, putting pressure on investors' capacity to absorb new AI-related debt. There has been a sell-off in tech bonds, and companies like Alphabet continue to expand capital expenditures and may issue further bonds, which has weakened demand for newly issued bonds. The early performance of BlackRock's bonds contrasts with recent issuances from companies like SpaceX. After SpaceX completed its first investment-grade bond issuance in June, those bonds fell in the secondary market, leading investors to face significant paper losses.

BlackRock Issues $12.55 Billion Meta Data Center Bonds with 7.534% Yield

On July 28, it was reported that during an interview with Bloomberg on July 26, NVIDIA CEO Jensen Huang stated that with the proliferation of AI agents and robots, the future users of computers will not only be humans, but could also include 100 billion intelligent agents and billions of robots. He believes that computers are transitioning from being 'made for humans' to also being 'made for AI and machines,' which will fundamentally change the demand in the semiconductor industry. Huang predicts that in the next decade, the global semiconductor industry may need to expand to ten times its current size. To achieve this, NVIDIA is collaborating with partners in South Korea and around the world to advance the HBM roadmap and expand the semiconductor supply chain.

[NVIDIA CEO Jensen Huang: Semiconductor Industry to Grow Tenfold in Next Decade]On July 28, it was reported that during an interview with Bloomberg on July 26, NVIDIA CEO Jensen Huang stated that with the proliferation of AI agents and robots, the future users of computers will not only be humans, but could also include 100 billion intelligent agents and billions of robots. He believes that computers are transitioning from being 'made for humans' to also being 'made for AI and machines,' which will fundamentally change the demand in the semiconductor industry. Huang predicts that in the next decade, the global semiconductor industry may need to expand to ten times its current size. To achieve this, NVIDIA is collaborating with partners in South Korea and around the world to advance the HBM roadmap and expand the semiconductor supply chain.

NVIDIA CEO Jensen Huang: Semiconductor Industry to Grow Tenfold in Next Decade

On July 28, Kioxia faced another significant decline, with its stock price plummeting approximately 17% in the early trading session. If this drop persists until the market closes, it will mark the sixth day in July that the stock has seen a decline of over 10%. SK Hynix, on the other hand, has recorded a drop of 10% or more for the fourth time this month. While its performance is relatively better, this situation is certainly not reassuring for investors who were fervently chasing various AI concept stocks just a few weeks ago.

[Storage Stocks Plunge: Kioxia Sees Six Days of Over 10% Drops in July, SK Hynix Four Times]On July 28, Kioxia faced another significant decline, with its stock price plummeting approximately 17% in the early trading session. If this drop persists until the market closes, it will mark the sixth day in July that the stock has seen a decline of over 10%. SK Hynix, on the other hand, has recorded a drop of 10% or more for the fourth time this month. While its performance is relatively better, this situation is certainly not reassuring for investors who were fervently chasing various AI concept stocks just a few weeks ago.

Storage Stocks Plunge: Kioxia Sees Six Days of Over 10% Drops in July, SK Hynix Four Times

Alibaba Cloud: Kimi K3 launches on the Alibaba Qianwen AI platform.

[Alibaba Cloud: Kimi K3 Launches on Alibaba Qianwen AI Platform]Alibaba Cloud: Kimi K3 launches on the Alibaba Qianwen AI platform.

Alibaba Cloud: Kimi K3 Launches on Alibaba Qianwen AI Platform

On July 28, Citrini analyst Jukan stated that the news of China's progress in DUV lithography technology is not particularly surprising, as the market had already formed certain expectations. He pointed out that a related report from The Information only cited a professor from a Chinese university who spoke at an internal meeting in June and did not disclose more substantial information. Jukan believes that the sell-off of semiconductor equipment stocks like ASML in response to this news is excessive. Previous reports, citing informed sources, indicated that a state-owned enterprise supported by Chinese state capital has begun mass production of domestically developed DUV (deep ultraviolet) lithography manufacturing equipment, marking a key advancement in the localization of China's semiconductor industry. Sources stated that the enterprise plans to produce about five domestically made DUV lithography machines by 2026 and expand to around 20 machines by 2027. Although there is still a gap compared to the 131 immersion DUV lithography systems delivered by Dutch giant ASML last year, the entry of domestic equipment into mass production is seen as an important breakthrough for the localization of China's chip supply chain.

[Citrini Analyst: China's DUV Progress Not Surprising, Semiconductor Equipment Sell-off Excessive]On July 28, Citrini analyst Jukan stated that the news of China's progress in DUV lithography technology is not particularly surprising, as the market had already formed certain expectations. He pointed out that a related report from The Information only cited a professor from a Chinese university who spoke at an internal meeting in June and did not disclose more substantial information. Jukan believes that the sell-off of semiconductor equipment stocks like ASML in response to this news is excessive. Previous reports, citing informed sources, indicated that a state-owned enterprise supported by Chinese state capital has begun mass production of domestically developed DUV (deep ultraviolet) lithography manufacturing equipment, marking a key advancement in the localization of China's semiconductor industry. Sources stated that the enterprise plans to produce about five domestically made DUV lithography machines by 2026 and expand to around 20 machines by 2027. Although there is still a gap compared to the 131 immersion DUV lithography systems delivered by Dutch giant ASML last year, the entry of domestic equipment into mass production is seen as an important breakthrough for the localization of China's chip supply chain.

Citrini Analyst: China's DUV Progress Not Surprising, Semiconductor Equipment Sell-off Excessive

On July 26, NVIDIA CEO Jensen Huang stated in an interview with Bloomberg that with the proliferation of AI agents and robots, the future use of computers will not be limited to humans, but may also include 100 billion intelligent agents and billions of robots. He believes that computers are transitioning from being 'made for humans' to also being 'made for AI and machines,' which will fundamentally change the demand in the semiconductor industry. Huang predicts that the global semiconductor industry may need to expand to ten times its current size in the next decade. To this end, NVIDIA is collaborating with partners in South Korea and globally to advance the HBM roadmap and expand the semiconductor supply chain.

[NVIDIA CEO Jensen Huang: Semiconductor Industry to Grow Tenfold in Next Decade]On July 26, NVIDIA CEO Jensen Huang stated in an interview with Bloomberg that with the proliferation of AI agents and robots, the future use of computers will not be limited to humans, but may also include 100 billion intelligent agents and billions of robots. He believes that computers are transitioning from being 'made for humans' to also being 'made for AI and machines,' which will fundamentally change the demand in the semiconductor industry. Huang predicts that the global semiconductor industry may need to expand to ten times its current size in the next decade. To this end, NVIDIA is collaborating with partners in South Korea and globally to advance the HBM roadmap and expand the semiconductor supply chain.

Although the investigation continues, Puerto Rican police have found no evidence of crime by others in the death of MakerDAO co-founder Nikolai Mushegian. During a preliminary examination of Mushegian's body, police found "no signs of violence", although he did have a small crack in his skull. Golden Finance previously reported the death of MakerDAO architect Nikolai Muchgian, who three days earlier had said he had suffered threats.

Detail

【Police: No evidence of crime by others in MakerDAO co-founder Nikolai Mushegian's death】Although the investigation continues, Puerto Rican police have found no evidence of crime by others in the death of MakerDAO co-founder Nikolai Mushegian. During a preliminary examination of Mushegian's body, police found "no signs of violence", although he did have a small crack in his skull. Golden Finance previously reported the death of MakerDAO architect Nikolai Muchgian, who three days earlier had said he had suffered threats.

Police: No evidence of crime by others in MakerDAO co-founder Nikolai Mushegian's death

Zhongji Innolight Leads Investment in a Tsinghua '90s Postgraduate

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

BUILDon loses 15% as Futures activity cools down — Another decline incoming?

Is Bitcoin nearing another accumulation zone? THIS signal says yes

Pons V2 brings RWA trading pairs as Robinhood Chain broadens its ambitions

From OpenSea to OpenRouter: Is Alex Atallah Repeating His 'Exit at the Peak' Playbook?

2 Months, Valuation Soars from $8.8B to $68B! The Largest AI Model Hub OpenRouter May Be Acquired

Police: No evidence of crime by others in MakerDAO co-founder Nikolai Mushegian's death

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

Articles connexes

Tous les commentaires0RécentPopulaire

Sujets d'actualité

Articles connexes