7*24

Hot topic

Market

Activities

On July 15, BlackRock announced plans to return over $5.7 billion to shareholders by 2026.

[BlackRock Plans to Return Over $5.7 Billion to Shareholders by 2026]On July 15, BlackRock announced plans to return over $5.7 billion to shareholders by 2026.

BlackRock Plans to Return Over $5.7 Billion to Shareholders by 2026

On July 15, U.S. Central Command announced that the strike against Iran was completed at 7:30 AM Eastern Time (7:30 PM Beijing Time) on July 15. During the 90-minute attack, Central Command launched precision-guided munitions at coastal defense systems and cruise missile storage and launch sites on Qeshm Island.

[U.S. Military: Iran Strike Completed in 90 Minutes]On July 15, U.S. Central Command announced that the strike against Iran was completed at 7:30 AM Eastern Time (7:30 PM Beijing Time) on July 15. During the 90-minute attack, Central Command launched precision-guided munitions at coastal defense systems and cruise missile storage and launch sites on Qeshm Island.

U.S. Military: Iran Strike Completed in 90 Minutes

On July 15, MetaMask announced that Robinhood Chain is now live on MetaMask, allowing users to directly perform token exchanges, cross-chain operations, and asset management on Robinhood Chain within MetaMask.

[MetaMask Integrates Robinhood Chain]On July 15, MetaMask announced that Robinhood Chain is now live on MetaMask, allowing users to directly perform token exchanges, cross-chain operations, and asset management on Robinhood Chain within MetaMask.

MetaMask Integrates Robinhood Chain

On July 15, Jordi Visser, head of AI macro research at 22V Research, issued a warning: the 'instant competition' brought by AI is rapidly dismantling the traditional business moats. In the next 5 to 10 years, half of the companies in the S&P 500 index may completely lose their investment value, becoming as 'irrelevant' as today's Ford Motor Company. Taking the current predicaments of Salesforce and Adobe as examples, the valuation of companies is based on how long their moats can be maintained, while AI creates competition out of thin air and accelerates evolution, potentially causing the barriers of many publicly traded companies to collapse overnight. Meanwhile, Jordi strongly refutes the current market's 'AI bubble theory'—Samsung is expected to achieve a profit of $217 billion this year, surpassing the cumulative profit of the previous 40 years; Nvidia's valuation trades at a ten-year low, with high growth fully absorbing the high valuation. The demand for computing power is fundamentally different from oil demand: the former is increasing exponentially, while the latter only grows linearly. Currently, the remaining performance obligations of hyperscale cloud providers amount to $2 trillion, with no company having idle capacity, and the 'mid-term slowdown in AI growth' that began at the end of May has already ended. Once consumer AI agents achieve breakthroughs later this year, allowing users to interact through voice in dynamic workflows, their computing power consumption will be 20 to 30 times the current level, followed by fully autonomous driving and humanoid robots bringing an endless influx of computing power. Jordi further points out that traditional macro analysis frameworks have completely failed. 99.9% of macro strategists do not truly use AI, only employing it to polish emails, and fundamentally cannot comprehend the disruptive power of AI—'If you don't use it, you cannot understand that its IQ is above 140, making it a polymath that breaks down disciplinary barriers.' In terms of allocation, Jordi advises ordinary investors to allocate about 10% of their funds to leading digital assets and cutting-edge AI targets, with younger investors potentially allocating up to 20%; specific targets he strongly favors include Nvidia, Marvell Technology, Eli Lilly, as well as Caterpillar and Modine Manufacturing for hardcore data center infrastructure.

[Perspective: Half of S&P 500 Companies May Lose Investment Value in 5-10 Years, AI Bubble Theory is Nonexistent]On July 15, Jordi Visser, head of AI macro research at 22V Research, issued a warning: the 'instant competition' brought by AI is rapidly dismantling the traditional business moats. In the next 5 to 10 years, half of the companies in the S&P 500 index may completely lose their investment value, becoming as 'irrelevant' as today's Ford Motor Company. Taking the current predicaments of Salesforce and Adobe as examples, the valuation of companies is based on how long their moats can be maintained, while AI creates competition out of thin air and accelerates evolution, potentially causing the barriers of many publicly traded companies to collapse overnight. Meanwhile, Jordi strongly refutes the current market's 'AI bubble theory'—Samsung is expected to achieve a profit of $217 billion this year, surpassing the cumulative profit of the previous 40 years; Nvidia's valuation trades at a ten-year low, with high growth fully absorbing the high valuation. The demand for computing power is fundamentally different from oil demand: the former is increasing exponentially, while the latter only grows linearly. Currently, the remaining performance obligations of hyperscale cloud providers amount to $2 trillion, with no company having idle capacity, and the 'mid-term slowdown in AI growth' that began at the end of May has already ended. Once consumer AI agents achieve breakthroughs later this year, allowing users to interact through voice in dynamic workflows, their computing power consumption will be 20 to 30 times the current level, followed by fully autonomous driving and humanoid robots bringing an endless influx of computing power. Jordi further points out that traditional macro analysis frameworks have completely failed. 99.9% of macro strategists do not truly use AI, only employing it to polish emails, and fundamentally cannot comprehend the disruptive power of AI—'If you don't use it, you cannot understand that its IQ is above 140, making it a polymath that breaks down disciplinary barriers.' In terms of allocation, Jordi advises ordinary investors to allocate about 10% of their funds to leading digital assets and cutting-edge AI targets, with younger investors potentially allocating up to 20%; specific targets he strongly favors include Nvidia, Marvell Technology, Eli Lilly, as well as Caterpillar and Modine Manufacturing for hardcore data center infrastructure.

Perspective: Half of S&P 500 Companies May Lose Investment Value in 5-10 Years, AI Bubble Theory is Nonexistent

On July 15, the U.S. House of Representatives passed the Sunshine Protection Act with a bipartisan vote of 308 in favor and 117 against. The aim of the act is to make Daylight Saving Time permanent, adopting the current schedule from March to November year-round. This change would result in the U.S. stock market opening permanently at 9:30 PM (UTC+8), rather than shifting to 10:30 PM (UTC+8) during standard time. States can choose to opt out before the act takes effect. The bill has now been sent to the Senate for consideration, where it has yet to be approved. Trump publicly supports the bill, stating that the biannual time change incurs significant economic costs and expressing his commitment to push for its enactment into law. Some Republicans oppose the measure, arguing that late winter sunrises could affect students' safety, potentially leading to them traveling to school in the dark or delaying class start times. Supporters argue that eliminating the time change could improve sleep, reduce accidents, and boost economic activity.

[Trump's Sunshine Protection Act Passes U.S. House of Representatives]On July 15, the U.S. House of Representatives passed the Sunshine Protection Act with a bipartisan vote of 308 in favor and 117 against. The aim of the act is to make Daylight Saving Time permanent, adopting the current schedule from March to November year-round. This change would result in the U.S. stock market opening permanently at 9:30 PM (UTC+8), rather than shifting to 10:30 PM (UTC+8) during standard time. States can choose to opt out before the act takes effect. The bill has now been sent to the Senate for consideration, where it has yet to be approved. Trump publicly supports the bill, stating that the biannual time change incurs significant economic costs and expressing his commitment to push for its enactment into law. Some Republicans oppose the measure, arguing that late winter sunrises could affect students' safety, potentially leading to them traveling to school in the dark or delaying class start times. Supporters argue that eliminating the time change could improve sleep, reduce accidents, and boost economic activity.

Trump's Sunshine Protection Act Passes U.S. House of Representatives

On July 15, Buffett stated that not investing in Google was a mistake, and based on its current performance, the company is now "more likely to win." He also remains optimistic about Berkshire's investment in Apple. Abel is currently the "decision-maker," but neither of us will do anything the other does not agree with. According to BIT (bit.com) market data, Google's pre-market stock in the U.S. is down 0.5%, and Berkshire Hathaway currently holds about $31 billion in Alphabet, Google's parent company.

[Buffett: Not Investing in Google Was a Mistake, Now More Likely to Win]On July 15, Buffett stated that not investing in Google was a mistake, and based on its current performance, the company is now "more likely to win." He also remains optimistic about Berkshire's investment in Apple. Abel is currently the "decision-maker," but neither of us will do anything the other does not agree with. According to BIT (bit.com) market data, Google's pre-market stock in the U.S. is down 0.5%, and Berkshire Hathaway currently holds about $31 billion in Alphabet, Google's parent company.

Buffett: Not Investing in Google Was a Mistake, Now More Likely to Win

On July 15, fintech company Revolut received 'principle approval' from the Dubai Virtual Assets Regulatory Authority (VARA) to conduct cryptocurrency brokerage, investment, and exchange services in the UAE. Revolut plans to offer crypto services to local users through its retail app and the independent trading platform Revolut X. These services still require final regulatory approval before they can officially launch.

[Revolut Receives Principle Approval for Crypto Business in Dubai]On July 15, fintech company Revolut received 'principle approval' from the Dubai Virtual Assets Regulatory Authority (VARA) to conduct cryptocurrency brokerage, investment, and exchange services in the UAE. Revolut plans to offer crypto services to local users through its retail app and the independent trading platform Revolut X. These services still require final regulatory approval before they can officially launch.

Revolut Receives Principle Approval for Crypto Business in Dubai

On July 15, White House National Economic Council Director Hassett stated that data shows there is no reason for the Federal Reserve to raise interest rates. He believes that Waller will guide the Fed to the correct conclusion regarding interest rate issues. Iran's ability to threaten the global economy has diminished.

[White House National Economic Council Director: Data Shows No Reason for Fed Rate Hike]On July 15, White House National Economic Council Director Hassett stated that data shows there is no reason for the Federal Reserve to raise interest rates. He believes that Waller will guide the Fed to the correct conclusion regarding interest rate issues. Iran's ability to threaten the global economy has diminished.

White House National Economic Council Director: Data Shows No Reason for Fed Rate Hike

On July 15, seven models providing mobile end-side generative artificial intelligence services completed their filing, including brands like Huawei and OPPO. In response, OPPO stated that this filing is a routine compliance action taken to proactively adapt to national regulatory requirements for artificial intelligence large models and to legally and compliantly advance related business.

[OPPO Responds to Completion of End-Side AI Filing: A Routine Compliance Action to Meet Regulatory Requirements]On July 15, seven models providing mobile end-side generative artificial intelligence services completed their filing, including brands like Huawei and OPPO. In response, OPPO stated that this filing is a routine compliance action taken to proactively adapt to national regulatory requirements for artificial intelligence large models and to legally and compliantly advance related business.

OPPO Responds to Completion of End-Side AI Filing: A Routine Compliance Action to Meet Regulatory Requirements

Bitcoin Fear and Greed Index is 50. Neutral.
Current Price: $27331.43.

[Bitcoin Fear and Greed Index is 50]Bitcoin Fear and Greed Index is 50. Neutral.
Current Price: $27331.43.

Bitcoin Fear and Greed Index is 50

Will Zcash’s ‘formal verification’ of Ironwood clear counterfeiting fears and boost ZEC?

Goldman Sachs Report Deconstructs the Competitive Landscape of China's AI Large Models: Who Will Be the Long-Term Winner?

Ethereum uses less power than British Museum – Here’s what changed

Why Bitcoin miners are holding 1.19M BTC despite 10% mining stock losses

Bitcoin’s $64,000 Rebound Faces A Real Test As Sellers Wait Near $65,000

Despite $450 Million Increase in Cash, STRC Price Still Falls; It's Never Been About Money

Bitcoin banking adoption hits 32%, but ‘we’re still early,’ says Strategy’s Saylor

Will DeFi and TradFi Ultimately Merge? a16z Challenges Mainstream Market Predictions

Bitcoin Fear and Greed Index is 50

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