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On July 29, Caixin published an article titled "The Collapse of the Boxing Champion's Balance Sheet," which disclosed that for the six natural-person creditors of boxing champion Zou Shiming and his wife, compared to other losses, funds invested in P2P and virtual currency are the only amounts that still have a possibility of recovery. Real estate has been sold, luxury goods have been discounted, gym renovations have been scrapped, and cross-border projects have been shut down—these are all irreversible sunk costs. But P2P and virtual currency are different: if the platform has not been fully liquidated, or if the wallet address can still be traced, there is theoretically room for subrogation. For example, the Beijing Procuratorate in China once conducted a penetrating review, combined with blockchain big data analysis tools to trace the flow of virtual currency, and successfully recovered over 89 million yuan in illicit funds.

[Caixin: Virtual Currency Among Few Recoverable Assets in Zou Shiming Couple's Debt]On July 29, Caixin published an article titled "The Collapse of the Boxing Champion's Balance Sheet," which disclosed that for the six natural-person creditors of boxing champion Zou Shiming and his wife, compared to other losses, funds invested in P2P and virtual currency are the only amounts that still have a possibility of recovery. Real estate has been sold, luxury goods have been discounted, gym renovations have been scrapped, and cross-border projects have been shut down—these are all irreversible sunk costs. But P2P and virtual currency are different: if the platform has not been fully liquidated, or if the wallet address can still be traced, there is theoretically room for subrogation. For example, the Beijing Procuratorate in China once conducted a penetrating review, combined with blockchain big data analysis tools to trace the flow of virtual currency, and successfully recovered over 89 million yuan in illicit funds.

Caixin: Virtual Currency Among Few Recoverable Assets in Zou Shiming Couple's Debt

On July 29, South Korea's KOSPI index accelerated its decline, falling 1% during the day. SK Hynix's decline expanded to 4.5%, while Samsung Electronics' gain narrowed to less than 1%. (Jin Shi)

[SK Hynix's Decline Expands to 4.5%, Samsung Electronics' Gain Narrows to Below 1%]On July 29, South Korea's KOSPI index accelerated its decline, falling 1% during the day. SK Hynix's decline expanded to 4.5%, while Samsung Electronics' gain narrowed to less than 1%. (Jin Shi)

SK Hynix's Decline Expands to 4.5%, Samsung Electronics' Gain Narrows to Below 1%

On July 29, Goldman Sachs Japan released its latest strategy report, stating that the recent sharp sell-off in Japan's AI-related stocks has created a buying opportunity, and strong earnings prospects are expected to revive investor interest in semiconductor stocks. The direct catalyst for this assessment came from Intel—the company raised its 2026 capital expenditure outlook by approximately $3 billion and explicitly stated it would significantly increase spending on wafer fabrication equipment. Goldman Sachs believes that Intel's accelerated ramp-up of advanced process technologies (including 18A and 14A nodes) and investment in advanced packaging will directly boost orders for highly correlated Japanese equipment suppliers, and the industry's trading logic has not been broken by the short-term adjustment. Within this framework, Goldman Sachs has listed three Japanese semiconductor manufacturing equipment companies as top picks. Lasertec is designated as the industry's top pick, with a Buy rating and a target price of 70,000 yen, retained on the Asia-Pacific High Conviction List. Its high exposure to Intel sales will directly benefit from the advancement of advanced processes. Tokyo Electron maintains a Buy rating with a target price of 83,000 yen (currently around 62,800 yen). Intel's increased wafer fab equipment budget will support demand for its manufacturing tools. Disco benefits from Intel's plan to expand EMIB-T advanced packaging capacity, with structural support expected for back-end processing equipment demand.

[Goldman Sachs: Japan AI semiconductor stocks 'not broken' after sharp drop; Intel's capex hike creates buying opportunity]On July 29, Goldman Sachs Japan released its latest strategy report, stating that the recent sharp sell-off in Japan's AI-related stocks has created a buying opportunity, and strong earnings prospects are expected to revive investor interest in semiconductor stocks. The direct catalyst for this assessment came from Intel—the company raised its 2026 capital expenditure outlook by approximately $3 billion and explicitly stated it would significantly increase spending on wafer fabrication equipment. Goldman Sachs believes that Intel's accelerated ramp-up of advanced process technologies (including 18A and 14A nodes) and investment in advanced packaging will directly boost orders for highly correlated Japanese equipment suppliers, and the industry's trading logic has not been broken by the short-term adjustment. Within this framework, Goldman Sachs has listed three Japanese semiconductor manufacturing equipment companies as top picks. Lasertec is designated as the industry's top pick, with a Buy rating and a target price of 70,000 yen, retained on the Asia-Pacific High Conviction List. Its high exposure to Intel sales will directly benefit from the advancement of advanced processes. Tokyo Electron maintains a Buy rating with a target price of 83,000 yen (currently around 62,800 yen). Intel's increased wafer fab equipment budget will support demand for its manufacturing tools. Disco benefits from Intel's plan to expand EMIB-T advanced packaging capacity, with structural support expected for back-end processing equipment demand.

Goldman Sachs: Japan AI semiconductor stocks 'not broken' after sharp drop; Intel's capex hike creates buying opportunity

July 29 – Coursera (NYSE: COUR) announced a $100 million strategic equity investment in LearnVector, a new AI-native learning company founded by its co-founder Andrew Ng. The investment gives Coursera approximately one-third equity in LearnVector, corresponding to a valuation of roughly $300 million. Founded by Andrew Ng, who also serves as CEO, LearnVector is positioned as an AI education startup targeting white-collar professionals. Its core goal is to leverage agent AI to create one-on-one personalized learning experiences, shifting from traditional 'one-to-many' teaching to 'one-to-one' tailored coaching. The AI agent will plan personalized learning paths for each learner, adapt to their learning style, and provide continuous support until they master the skills. The first courses are expected to launch in early 2027. The transaction has been unanimously approved by a special committee of independent directors of Coursera.

[Andrew Ng Launches AI Education Startup LearnVector for White-Collar Workers, Secures $100M Investment from Coursera]July 29 – Coursera (NYSE: COUR) announced a $100 million strategic equity investment in LearnVector, a new AI-native learning company founded by its co-founder Andrew Ng. The investment gives Coursera approximately one-third equity in LearnVector, corresponding to a valuation of roughly $300 million. Founded by Andrew Ng, who also serves as CEO, LearnVector is positioned as an AI education startup targeting white-collar professionals. Its core goal is to leverage agent AI to create one-on-one personalized learning experiences, shifting from traditional 'one-to-many' teaching to 'one-to-one' tailored coaching. The AI agent will plan personalized learning paths for each learner, adapt to their learning style, and provide continuous support until they master the skills. The first courses are expected to launch in early 2027. The transaction has been unanimously approved by a special committee of independent directors of Coursera.

Andrew Ng Launches AI Education Startup LearnVector for White-Collar Workers, Secures $100M Investment from Coursera

On July 29, SK Hynix held an analyst conference call, stating that there are currently no signs of a slowdown in AI investment, and that AI infrastructure investment will remain robust beyond 2027. The company expects that long-term agreements will not lead to oversupply. The terms of long-term agreements vary but are typically for 5 years. SK Hynix pledges to solidify its leadership in the HBM sector through long-term agreements. It expects bit shipment growth in the second half of the year to be higher than in the first half. The product sales mix affected the average selling price in the second quarter. The company is on track to mass-produce HBM4E starting in 2027.

[SK Hynix Conference Call: No Signs of AI Investment Slowdown, Pledges to Strengthen HBM Leadership]On July 29, SK Hynix held an analyst conference call, stating that there are currently no signs of a slowdown in AI investment, and that AI infrastructure investment will remain robust beyond 2027. The company expects that long-term agreements will not lead to oversupply. The terms of long-term agreements vary but are typically for 5 years. SK Hynix pledges to solidify its leadership in the HBM sector through long-term agreements. It expects bit shipment growth in the second half of the year to be higher than in the first half. The product sales mix affected the average selling price in the second quarter. The company is on track to mass-produce HBM4E starting in 2027.

SK Hynix Conference Call: No Signs of AI Investment Slowdown, Pledges to Strengthen HBM Leadership

On July 28, local time, the U.S. Senate voted 86-12 to pass a procedural vote on a bill aimed at sanctioning Russia and Iran. According to the bill, the United States will impose a 100% secondary tariff on countries that continue to purchase Russian oil and natural gas. In addition, the bill includes a new clause extending the sanctions against Iran that were originally set to expire at the end of this year, ensuring the continued effect of the relevant sanctions. (Jin Shi)

[U.S. Senate Passes Procedural Vote on Bill to Sanction Russia and Iran]On July 28, local time, the U.S. Senate voted 86-12 to pass a procedural vote on a bill aimed at sanctioning Russia and Iran. According to the bill, the United States will impose a 100% secondary tariff on countries that continue to purchase Russian oil and natural gas. In addition, the bill includes a new clause extending the sanctions against Iran that were originally set to expire at the end of this year, ensuring the continued effect of the relevant sanctions. (Jin Shi)

U.S. Senate Passes Procedural Vote on Bill to Sanction Russia and Iran

On July 29, SK Hynix (SKHY.O) stated during its second-quarter earnings conference call: 'We have noted concerns that AI infrastructure investment may slow down, as some large tech companies are reassessing data center leasing businesses and the rise of efficient AI models. We believe these moves are not a process of cutting AI investments, but rather a process of improving utilization and accelerating the monetization of large-scale AI infrastructure.' SK Hynix said that the proliferation of efficient AI models is unlikely to lead to a decline in demand for infrastructure and memory. As models and systems become more efficient, more users can access various services on the same infrastructure, thereby expanding the accessibility and coverage of AI services. Given the explosive user demand even for recently launched efficient AI models, the improvement in efficiency is promoting the popularity of services and increasing overall usage rates. SK Hynix stated that during mid-to-long-term demand discussions with major clients, the company has also confirmed the sustainability of AI investments. It believes that AI infrastructure investment will remain steady beyond next year. (Jin Shi)

[SK Hynix Refutes Concerns of AI Investment Slowdown: Steady Growth Expected Beyond Next Year]On July 29, SK Hynix (SKHY.O) stated during its second-quarter earnings conference call: 'We have noted concerns that AI infrastructure investment may slow down, as some large tech companies are reassessing data center leasing businesses and the rise of efficient AI models. We believe these moves are not a process of cutting AI investments, but rather a process of improving utilization and accelerating the monetization of large-scale AI infrastructure.' SK Hynix said that the proliferation of efficient AI models is unlikely to lead to a decline in demand for infrastructure and memory. As models and systems become more efficient, more users can access various services on the same infrastructure, thereby expanding the accessibility and coverage of AI services. Given the explosive user demand even for recently launched efficient AI models, the improvement in efficiency is promoting the popularity of services and increasing overall usage rates. SK Hynix stated that during mid-to-long-term demand discussions with major clients, the company has also confirmed the sustainability of AI investments. It believes that AI infrastructure investment will remain steady beyond next year. (Jin Shi)

SK Hynix Refutes Concerns of AI Investment Slowdown: Steady Growth Expected Beyond Next Year

On July 27, 'U.S. stock bear' Steve Eisman warned in an interview with CNBC that the biggest risk in the current market is that all investors may be betting in the same direction—AI. He said that if AI development falls short of expectations, the market could see a sharp correction. Many investors who appear to be diversified are not truly spreading risk: stock positions are heavily concentrated in technology and AI-related companies, while in the bond market, more and more newly issued bonds are also linked to AI infrastructure investments.

[Video | 'U.S. Stock Bear' Steve Eisman: Market Over-concentrated on AI, Economy Exposed to Fragility]On July 27, 'U.S. stock bear' Steve Eisman warned in an interview with CNBC that the biggest risk in the current market is that all investors may be betting in the same direction—AI. He said that if AI development falls short of expectations, the market could see a sharp correction. Many investors who appear to be diversified are not truly spreading risk: stock positions are heavily concentrated in technology and AI-related companies, while in the bond market, more and more newly issued bonds are also linked to AI infrastructure investments.

Video | 'U.S. Stock Bear' Steve Eisman: Market Over-concentrated on AI, Economy Exposed to Fragility

On July 29, Bloom Energy, a U.S. energy company focused on powering AI data centers, reported its Q2 2026 results: revenue of $1.065 billion, up 165.5% year-over-year; adjusted EPS of $0.78. Product revenue reached $935.4 million, up 215.4% from $296.6 million in the same period last year. Gross margin was 33.4%, up 668 basis points from 26.7% in the prior year. Non-GAAP gross margin was 34.3%, up 604 basis points from 28.2% in the prior year. Operating income was $182.2 million, an increase of $185.7 million from an operating loss of $3.5 million in the same period last year. Non-GAAP operating income was $239.6 million, up $211 million from $28.6 million in the prior year. Cash flow from operating activities was $226.4 million, an increase of $439.5 million from net cash used in operating activities of $213.1 million.

[Bloom Energy Q2 2026 Revenue $1.065 Billion, Up 165.5% Year-over-Year]On July 29, Bloom Energy, a U.S. energy company focused on powering AI data centers, reported its Q2 2026 results: revenue of $1.065 billion, up 165.5% year-over-year; adjusted EPS of $0.78. Product revenue reached $935.4 million, up 215.4% from $296.6 million in the same period last year. Gross margin was 33.4%, up 668 basis points from 26.7% in the prior year. Non-GAAP gross margin was 34.3%, up 604 basis points from 28.2% in the prior year. Operating income was $182.2 million, an increase of $185.7 million from an operating loss of $3.5 million in the same period last year. Non-GAAP operating income was $239.6 million, up $211 million from $28.6 million in the prior year. Cash flow from operating activities was $226.4 million, an increase of $439.5 million from net cash used in operating activities of $213.1 million.

Bloom Energy Q2 2026 Revenue $1.065 Billion, Up 165.5% Year-over-Year

On July 22, Russian Foreign Minister Lavrov stated that the meeting with U.S. Secretary of State Rubio has been scheduled for tomorrow.

[Russian Foreign Minister Lavrov: Meeting with U.S. Secretary of State Rubio Scheduled for Tomorrow]On July 22, Russian Foreign Minister Lavrov stated that the meeting with U.S. Secretary of State Rubio has been scheduled for tomorrow.

Russian Foreign Minister Lavrov: Meeting with U.S. Secretary of State Rubio Scheduled for Tomorrow

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Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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