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FTSE China A50 Index futures have fallen over 1% in early trading.

[FTSE China A50 Index Futures Drop Over 1% in Early Trading]FTSE China A50 Index futures have fallen over 1% in early trading.

FTSE China A50 Index Futures Drop Over 1% in Early Trading

On July 28, Lee Eog-weon, chairman of the Financial Services Commission of South Korea, stated that if the latest restrictions do not achieve the desired effect, the country is prepared to take additional measures to curb investor demand for leverage ETFs, including setting investment limits for individual investors. The Financial Services Commission indicated in a statement that if these measures, effective from July 31, do not sufficiently suppress demand, regulators will consider tightening investment requirements further. The Commission also mentioned that it is discussing accelerating the previously planned increase in the minimum trading unit. On Tuesday, Lee met with investment industry professionals to discuss leverage ETF issues. Proposed measures under consideration include mandatory online training sessions, including simulated trading courses, and limiting individual investments in leverage ETFs to a specific percentage of total investment assets.

[South Korea Commits to Further Measures to Curb Leverage ETF Demand]On July 28, Lee Eog-weon, chairman of the Financial Services Commission of South Korea, stated that if the latest restrictions do not achieve the desired effect, the country is prepared to take additional measures to curb investor demand for leverage ETFs, including setting investment limits for individual investors. The Financial Services Commission indicated in a statement that if these measures, effective from July 31, do not sufficiently suppress demand, regulators will consider tightening investment requirements further. The Commission also mentioned that it is discussing accelerating the previously planned increase in the minimum trading unit. On Tuesday, Lee met with investment industry professionals to discuss leverage ETF issues. Proposed measures under consideration include mandatory online training sessions, including simulated trading courses, and limiting individual investments in leverage ETFs to a specific percentage of total investment assets.

South Korea Commits to Further Measures to Curb Leverage ETF Demand

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

Dallas Mavericks owner and billionaire Mark Cuban has not lost faith in digital currencies, he said in a recent interview. Despite all the problems with FTX and Bitcoin prices, there is still plenty of room to offer. Separate the signal from the noise. There are a lot of people making a lot of mistakes, but that doesn't change the potential value. He doesn't see any danger of a decline in the sector because so many people continue to invest in digital currency and there are so many doors open to it. He acknowledges that while FTX and other bad actors have done some damage, he doesn't think they are fatal. These are some of the bad companies in a much larger industry that will likely persist based on the power of the technology behind them.

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【Billionaire Mark Cuban: Still confident in cryptocurrencies】Dallas Mavericks owner and billionaire Mark Cuban has not lost faith in digital currencies, he said in a recent interview. Despite all the problems with FTX and Bitcoin prices, there is still plenty of room to offer. Separate the signal from the noise. There are a lot of people making a lot of mistakes, but that doesn't change the potential value. He doesn't see any danger of a decline in the sector because so many people continue to invest in digital currency and there are so many doors open to it. He acknowledges that while FTX and other bad actors have done some damage, he doesn't think they are fatal. These are some of the bad companies in a much larger industry that will likely persist based on the power of the technology behind them.

Billionaire Mark Cuban: Still confident in cryptocurrencies

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Billionaire Mark Cuban: Still confident in cryptocurrencies

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

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