7*24

Hot topic

Market

Activities

On July 6, according to market news, Microsoft (MSFT.O) will lay off 6,400 employees, half of which will come from the restructuring of the Xbox gaming division. The layoffs account for approximately 2.8% of the total workforce. Microsoft will also sell five studios, including Compulsion and DoubleFine.

[Microsoft to Lay Off 6,400 Employees, Half from Xbox Division Restructuring]On July 6, according to market news, Microsoft (MSFT.O) will lay off 6,400 employees, half of which will come from the restructuring of the Xbox gaming division. The layoffs account for approximately 2.8% of the total workforce. Microsoft will also sell five studios, including Compulsion and DoubleFine.

Microsoft to Lay Off 6,400 Employees, Half from Xbox Division Restructuring

On July 6, Trump stated that thanks to the Trump account, newborns today will have a significant financial advantage by the time they turn 18. During the launch ceremony for the account, he strongly advocated that early investment is the way to create long-term wealth, pointing out that the Dow Jones, Nasdaq, and S&P 500 indices have all recently risen. 'I believe the market will soar,' he said, encouraging families to continue investing rather than cashing out.

[Trump: Early Investment is Key, Stock Market Will Soar]On July 6, Trump stated that thanks to the Trump account, newborns today will have a significant financial advantage by the time they turn 18. During the launch ceremony for the account, he strongly advocated that early investment is the way to create long-term wealth, pointing out that the Dow Jones, Nasdaq, and S&P 500 indices have all recently risen. 'I believe the market will soar,' he said, encouraging families to continue investing rather than cashing out.

Trump: Early Investment is Key, Stock Market Will Soar

On July 6, Goldman Sachs emphasized that 'world models' could become the second engine driving future demand for AI infrastructure. Unlike large language models that primarily process text and images, world models aim to understand causal relationships within physical and social systems, such as simulating friction, material behavior, supply chain reactions, policy shocks, or competitive strategies. Physical world models will support robotics, logistics, autonomous driving, and industrial design; social world models may be used for strategic simulations, investment decisions, governance stress testing, and policy scenario analysis. Goldman Sachs believes that world models will not replace large language models but will add new computing demands. If their development pace exceeds expectations, current investment forecasts regarding computing power and electricity may still be too low.

[Goldman Sachs: World Models May Become a New Engine for Future AI Infrastructure with Increased Computing Demands]On July 6, Goldman Sachs emphasized that 'world models' could become the second engine driving future demand for AI infrastructure. Unlike large language models that primarily process text and images, world models aim to understand causal relationships within physical and social systems, such as simulating friction, material behavior, supply chain reactions, policy shocks, or competitive strategies. Physical world models will support robotics, logistics, autonomous driving, and industrial design; social world models may be used for strategic simulations, investment decisions, governance stress testing, and policy scenario analysis. Goldman Sachs believes that world models will not replace large language models but will add new computing demands. If their development pace exceeds expectations, current investment forecasts regarding computing power and electricity may still be too low.

Goldman Sachs: World Models May Become a New Engine for Future AI Infrastructure with Increased Computing Demands

On July 6, the Nasdaq 100 Index increased by 1.5%, reaching a new intraday high.

[Nasdaq 100 Index Rises 1.5%, Reaches Intraday High]On July 6, the Nasdaq 100 Index increased by 1.5%, reaching a new intraday high.

Nasdaq 100 Index Rises 1.5%, Reaches Intraday High

On July 6, AMD's stock price continued to climb, with an increase of 10%, bringing its total market capitalization to $928 billion.

[AMD Shares Rise by 10%]On July 6, AMD's stock price continued to climb, with an increase of 10%, bringing its total market capitalization to $928 billion.

AMD Shares Rise by 10%

On July 6, SK Hynix submitted a revised document to the U.S. SEC, setting the reference price for its ADR issuance at 242,500 KRW per share, with the recent exchange rate benchmark at approximately $158.15 per share. The estimated fundraising scale based on this calculation is about 43.14 trillion KRW (approximately $28 billion). This represents a slight decrease from the previous plan. Earlier, the reference price in the F-1 registration document was based on the closing price of 2,555,000 KRW per share on June 23, corresponding to an estimated fundraising scale of about 45.45 trillion KRW (approximately $29 billion).

[SK Hynix Sets ADR Reference Price at 242,500 KRW/Share (Approx. $158), Slightly Lower than Previous Plan]On July 6, SK Hynix submitted a revised document to the U.S. SEC, setting the reference price for its ADR issuance at 242,500 KRW per share, with the recent exchange rate benchmark at approximately $158.15 per share. The estimated fundraising scale based on this calculation is about 43.14 trillion KRW (approximately $28 billion). This represents a slight decrease from the previous plan. Earlier, the reference price in the F-1 registration document was based on the closing price of 2,555,000 KRW per share on June 23, corresponding to an estimated fundraising scale of about 45.45 trillion KRW (approximately $29 billion).

SK Hynix Sets ADR Reference Price at 242,500 KRW/Share (Approx. $158), Slightly Lower than Previous Plan

On July 6, Goldman Sachs stated in its latest report that the focus of artificial intelligence (AI) investment has begun to extend into the broader real economy. As computing power, electricity, and data centers continue to be rapidly developed, AI has simultaneously entered practical scenarios in manufacturing, energy, logistics, defense, life sciences, and robotics. From 2026 to 2031, global AI capital expenditure related to computing, data centers, and electricity is expected to reach approximately $7.6 trillion, with annual investments increasing from $765 billion in 2026 to $1.64 trillion in 2031. Investments in AI by hyperscale cloud providers may exceed $6 trillion by 2030. The key to future competition will not only be models or chips, but also capital structure, energy supply, industrial data, engineering capabilities, and deployment capabilities.

[Goldman Sachs: AI Investment Focus Shifts to Real Economy, Capital Expenditure May Reach $7.6 Trillion in Next 6 Years]On July 6, Goldman Sachs stated in its latest report that the focus of artificial intelligence (AI) investment has begun to extend into the broader real economy. As computing power, electricity, and data centers continue to be rapidly developed, AI has simultaneously entered practical scenarios in manufacturing, energy, logistics, defense, life sciences, and robotics. From 2026 to 2031, global AI capital expenditure related to computing, data centers, and electricity is expected to reach approximately $7.6 trillion, with annual investments increasing from $765 billion in 2026 to $1.64 trillion in 2031. Investments in AI by hyperscale cloud providers may exceed $6 trillion by 2030. The key to future competition will not only be models or chips, but also capital structure, energy supply, industrial data, engineering capabilities, and deployment capabilities.

Goldman Sachs: AI Investment Focus Shifts to Real Economy, Capital Expenditure May Reach $7.6 Trillion in Next 6 Years

On July 6, as we enter the second half of the year, several Wall Street institutions believe that the recent market correction is more of an opportunity for repositioning rather than a trend reversal. Both JPMorgan and HSBC assert that short-term fluctuations in global stock markets will not alter the overall upward outlook, although the two institutions differ in their specific allocation strategies. Mislav Matejka, head of global and European equity strategy at JPMorgan, and his team have maintained a 'buy on dips' stance since the outbreak of the Iran conflict. They believe that the global economy remains resilient, the situation in the Middle East has not significantly disrupted economic growth, and central banks have not shifted to more aggressive tightening policies. Strategists expect that both global and emerging markets are likely to reach new highs in the future and believe that the attractiveness of international markets is increasing, with the South Korean market also worth considering for positioning after recent adjustments. In terms of sectors, JPMorgan sees a renewed buying opportunity in the Philadelphia Semiconductor Index following the recent correction but remains relatively cautious on large U.S. tech stocks. The bank advises caution on AI 'disruptive sectors,' including software, business services, and media; conversely, the basic resources sector has regained allocation value after recent adjustments, and gold is becoming more attractive. The strategists also noted that overall investor positioning remains cautious, with a significant amount of cash retained in the market, and if a phase correction occurs this summer, funds are expected to flow back into the stock market. Max Kettner, head of multi-asset strategy at HSBC, is more focused on the recovery opportunities for leading AI companies. He stated that the market is entering a summer rally from July to August, and that leading AI cloud service providers have previously experienced a cumulative correction of about 20%, which is considered excessive. Kettner believes that current market earnings expectations for these companies have been significantly lowered, yet they still maintain strong profitability; if it can be demonstrated that substantial AI capital expenditures are gradually converting into revenue, it will further drive valuation recovery.

[JPMorgan and HSBC: Market Correction Provides Opportunity for Positioning, Not Trend Reversal]On July 6, as we enter the second half of the year, several Wall Street institutions believe that the recent market correction is more of an opportunity for repositioning rather than a trend reversal. Both JPMorgan and HSBC assert that short-term fluctuations in global stock markets will not alter the overall upward outlook, although the two institutions differ in their specific allocation strategies. Mislav Matejka, head of global and European equity strategy at JPMorgan, and his team have maintained a 'buy on dips' stance since the outbreak of the Iran conflict. They believe that the global economy remains resilient, the situation in the Middle East has not significantly disrupted economic growth, and central banks have not shifted to more aggressive tightening policies. Strategists expect that both global and emerging markets are likely to reach new highs in the future and believe that the attractiveness of international markets is increasing, with the South Korean market also worth considering for positioning after recent adjustments. In terms of sectors, JPMorgan sees a renewed buying opportunity in the Philadelphia Semiconductor Index following the recent correction but remains relatively cautious on large U.S. tech stocks. The bank advises caution on AI 'disruptive sectors,' including software, business services, and media; conversely, the basic resources sector has regained allocation value after recent adjustments, and gold is becoming more attractive. The strategists also noted that overall investor positioning remains cautious, with a significant amount of cash retained in the market, and if a phase correction occurs this summer, funds are expected to flow back into the stock market. Max Kettner, head of multi-asset strategy at HSBC, is more focused on the recovery opportunities for leading AI companies. He stated that the market is entering a summer rally from July to August, and that leading AI cloud service providers have previously experienced a cumulative correction of about 20%, which is considered excessive. Kettner believes that current market earnings expectations for these companies have been significantly lowered, yet they still maintain strong profitability; if it can be demonstrated that substantial AI capital expenditures are gradually converting into revenue, it will further drive valuation recovery.

JPMorgan and HSBC: Market Correction Provides Opportunity for Positioning, Not Trend Reversal

On July 6, according to Bit.com market data, the Nasdaq's gains expanded to 1%, following Trump's statement predicting a surge in the market.

[Nasdaq Gains Expand to 1% After Trump Predicts Market Surge]On July 6, according to Bit.com market data, the Nasdaq's gains expanded to 1%, following Trump's statement predicting a surge in the market.

Nasdaq Gains Expand to 1% After Trump Predicts Market Surge

SpaceX is exploring a larger-scale mobile phone and mobile communication business, with investors having seen a prototype device similar to a phone, which is thinner than an iPhone and runs on a self-developed operating system. Reports indicate that during preparations for the IPO, the company's president Gwynne Shotwell discussed the possibility of building a ground network to provide mobile services and considered partnerships with carriers. Starlink is currently collaborating with T-Mobile and others to provide mobile connectivity in remote areas.

[SpaceX Revealed to Test Self-Developed Mobile Phone and Explore Mobile Communication Network Construction]SpaceX is exploring a larger-scale mobile phone and mobile communication business, with investors having seen a prototype device similar to a phone, which is thinner than an iPhone and runs on a self-developed operating system. Reports indicate that during preparations for the IPO, the company's president Gwynne Shotwell discussed the possibility of building a ground network to provide mobile services and considered partnerships with carriers. Starlink is currently collaborating with T-Mobile and others to provide mobile connectivity in remote areas.

SpaceX Revealed to Test Self-Developed Mobile Phone and Explore Mobile Communication Network Construction

US CFTC Launches Broad Investigation into Polymarket, Is the Prediction Market Party Coming to an End?

How Collector Crypt Uses 'Recirculating Buybacks' to Create an Illusion of Growth

Ethereum Sheds Its Load? What Ethereum Supporters Think About the Lean Ethereum Upgrade and the Future Market

Reviewing 8 'Cash Cow' Projects in the Bear Market: The Leader Repurchased $283 Million Worth This Year

Gemini 3.5 Pro Top Secret Leak, Front-end Capabilities Surpass Fable 5

The World's First AI Philosopher, 9 Years at Google DeepMind: Advocating for AGI Safety

The Chip Frenzy Cools Down? Morgan Stanley's Wilson: Funds Are Flowing Toward AI Hyperscale Giants Like Microsoft and Amazon

Chip Rally Cooling Down? Morgan Stanley's Wilson: Funds Are Shifting to AI Hyperscalers Like Microsoft, Amazon

SpaceX Revealed to Test Self-Developed Mobile Phone and Explore Mobile Communication Network Construction

Isenção de responsabilidade：O conteúdo acima não representa as posições da HTX.，A HTX não faz quaisquer recomendações de negociação.。

Todos os comentários0Mais recentePopular

Tópicos em destaque