7*24

Hot topic

Market

Activities

On July 13, SemiAnalysis memory analyst Ray Wang stated in an interview with CNBC that CXMT is expected to capture approximately 10% of the global DRAM market this year, making it a competitor that cannot be ignored. Although its conventional memory technology still lags behind Samsung and SK Hynix by about three years, and there is a three-to-four-year gap in the HBM field, under the growth of AI demand and overseas HBM export restrictions, CXMT is poised to continue expanding its market share in China. Its IPO will also become the most anticipated project in China's semiconductor sector this year.

[Video | SemiAnalysis Memory Analyst: CXMT to Be China's Hottest Semiconductor IPO This Year]On July 13, SemiAnalysis memory analyst Ray Wang stated in an interview with CNBC that CXMT is expected to capture approximately 10% of the global DRAM market this year, making it a competitor that cannot be ignored. Although its conventional memory technology still lags behind Samsung and SK Hynix by about three years, and there is a three-to-four-year gap in the HBM field, under the growth of AI demand and overseas HBM export restrictions, CXMT is poised to continue expanding its market share in China. Its IPO will also become the most anticipated project in China's semiconductor sector this year.

Video | SemiAnalysis Memory Analyst: CXMT to Be China's Hottest Semiconductor IPO This Year

On July 14, the Financial Times reported, citing insiders, that DeepSeek has begun approaching new investors. The company is considering launching a second round of financing, targeting a pre-money valuation of approximately $71 billion. The plan is still in preliminary discussions, and DeepSeek has not yet responded. DeepSeek completed its first round of funding around the end of May, raising about $7 billion, with a post-money valuation of approximately $52 billion. Liang Wenfeng personally contributed around $3 billion. Tencent, CATL, JD.com, and NetEase were among the investors. The new funds will be used to build its own data centers, purchase AI chips, and expand the team. The company is stepping up its efforts in AI agents, and its demand for computing power is also rising.

[DeepSeek Seeks New Funding at $71B Valuation Shortly After First Round]On July 14, the Financial Times reported, citing insiders, that DeepSeek has begun approaching new investors. The company is considering launching a second round of financing, targeting a pre-money valuation of approximately $71 billion. The plan is still in preliminary discussions, and DeepSeek has not yet responded. DeepSeek completed its first round of funding around the end of May, raising about $7 billion, with a post-money valuation of approximately $52 billion. Liang Wenfeng personally contributed around $3 billion. Tencent, CATL, JD.com, and NetEase were among the investors. The new funds will be used to build its own data centers, purchase AI chips, and expand the team. The company is stepping up its efforts in AI agents, and its demand for computing power is also rising.

DeepSeek Seeks New Funding at $71B Valuation Shortly After First Round

HTX data monitoring shows that ETH has broken through 1800 USDT, currently reported at 1800.32 USDT, with a 24H increase of 1.09%.

【ETH breaks through 1800 USDT】HTX data monitoring shows that ETH has broken through 1800 USDT, currently reported at 1800.32 USDT, with a 24H increase of 1.09%.

ETH breaks through 1800 USDT

On July 14, according to QCP's 2026 Q3 digital asset outlook, the core of the Q3 crypto market is not fundamental deterioration, but a lack of new liquidity drivers. BTC is expected to maintain a range-bound oscillation between $60,000 and $75,000. Uncertainty in Federal Reserve policy, high real interest rates, and weak ETF fund flows will continue to pressure the market; the AI sector continues to attract institutional capital, while BTC remains a high-beta liquidity asset. Corporate BTC reserve demand still provides long-term support, but the market is more focused on financing capacity than holdings scale. QCP recommends maintaining core BTC positions, controlling leverage, and monitoring ETF fund flows, stablecoin supply, and changes in real interest rates.

[QCP Releases 2026 Q3 Digital Asset Outlook: Waiting for Liquidity, Not Narratives]On July 14, according to QCP's 2026 Q3 digital asset outlook, the core of the Q3 crypto market is not fundamental deterioration, but a lack of new liquidity drivers. BTC is expected to maintain a range-bound oscillation between $60,000 and $75,000. Uncertainty in Federal Reserve policy, high real interest rates, and weak ETF fund flows will continue to pressure the market; the AI sector continues to attract institutional capital, while BTC remains a high-beta liquidity asset. Corporate BTC reserve demand still provides long-term support, but the market is more focused on financing capacity than holdings scale. QCP recommends maintaining core BTC positions, controlling leverage, and monitoring ETF fund flows, stablecoin supply, and changes in real interest rates.

QCP Releases 2026 Q3 Digital Asset Outlook: Waiting for Liquidity, Not Narratives

On July 14, according to the Financial Times, three sources revealed that DeepSeek is considering raising additional funds just one month after completing its first funding round, to accelerate the expansion of its infrastructure. The sources stated that the company completed its first funding round around the end of May, raising approximately $7 billion, with a post-money valuation of about $52 billion (including the new funds). Two of the sources said that DeepSeek has already begun preliminary discussions with new investors this week about launching a new funding round, with a pre-money valuation of approximately $71 billion, representing a roughly 37% increase from the previous round. However, the specific details of the new round have not yet been finalized. According to the sources, the rapid pace of fundraising is primarily driven by market expectations of a significant increase in capital expenditures, including building its own data centers and purchasing more AI chips. Additionally, the company is actively developing AI agents capable of autonomously executing tasks, which is also fueling a significant rise in its computing power demand.

[DeepSeek Considers New Funding Round Just One Month After First Closing]On July 14, according to the Financial Times, three sources revealed that DeepSeek is considering raising additional funds just one month after completing its first funding round, to accelerate the expansion of its infrastructure. The sources stated that the company completed its first funding round around the end of May, raising approximately $7 billion, with a post-money valuation of about $52 billion (including the new funds). Two of the sources said that DeepSeek has already begun preliminary discussions with new investors this week about launching a new funding round, with a pre-money valuation of approximately $71 billion, representing a roughly 37% increase from the previous round. However, the specific details of the new round have not yet been finalized. According to the sources, the rapid pace of fundraising is primarily driven by market expectations of a significant increase in capital expenditures, including building its own data centers and purchasing more AI chips. Additionally, the company is actively developing AI agents capable of autonomously executing tasks, which is also fueling a significant rise in its computing power demand.

DeepSeek Considers New Funding Round Just One Month After First Closing

On July 14, Cleanspark pre-market surged 16% as the company agreed to sign a data center lease agreement worth $6.6 billion.

[Cleanspark Pre-Market Surges 16%]On July 14, Cleanspark pre-market surged 16% as the company agreed to sign a data center lease agreement worth $6.6 billion.

Cleanspark Pre-Market Surges 16%

On July 14, investment bank KeyBanc released its latest research report, raising target prices for several AI chip-related companies. Among them, the target price for Micron Technology (MU) was raised from $1,600 to $1,750; the target price for Arm (ARM) was significantly raised from $300 to $430; and the target price for NVIDIA (NVDA) was raised from $310 to $330.

[KeyBanc Raises Target Prices for Multiple AI Chip Stocks, Arm Target Lifted to $430]On July 14, investment bank KeyBanc released its latest research report, raising target prices for several AI chip-related companies. Among them, the target price for Micron Technology (MU) was raised from $1,600 to $1,750; the target price for Arm (ARM) was significantly raised from $300 to $430; and the target price for NVIDIA (NVDA) was raised from $310 to $330.

KeyBanc Raises Target Prices for Multiple AI Chip Stocks, Arm Target Lifted to $430

On July 14, the Ministry of Economy and Finance of South Korea stated that it will continue to promote the development of blockchain and digital asset economy in the second half of 2026, with key initiatives including advancing the legislation of the Digital Asset Basic Act, pushing forward the pilot project for tokenizing government bonds linked to institutional CBDC, and researching the interoperability of CBDC with other blockchain networks. Additionally, the South Korean government plans to establish a legal framework for stablecoin cross-border transactions, promote amendments to the Capital Markets Act to provide legal basis for the launch of the first spot crypto ETFs in South Korea, and explore the use of blockchain to manage and trade carbon credits in the Global Voluntary Carbon Market (GVCM). Meanwhile, the South Korean government has designated AI as the core direction for economic development in the second half of the year, listing physical AI, AI data centers, and semiconductors as three major 'Mega Projects'. It plans to invest approximately 800 trillion won in building new semiconductor production bases and double its memory chip production capacity within the next five years.

[South Korea Prioritizes AI as Core Economic Direction for H2, Accelerates CBDC and Government Bond Tokenization Pilots]On July 14, the Ministry of Economy and Finance of South Korea stated that it will continue to promote the development of blockchain and digital asset economy in the second half of 2026, with key initiatives including advancing the legislation of the Digital Asset Basic Act, pushing forward the pilot project for tokenizing government bonds linked to institutional CBDC, and researching the interoperability of CBDC with other blockchain networks. Additionally, the South Korean government plans to establish a legal framework for stablecoin cross-border transactions, promote amendments to the Capital Markets Act to provide legal basis for the launch of the first spot crypto ETFs in South Korea, and explore the use of blockchain to manage and trade carbon credits in the Global Voluntary Carbon Market (GVCM). Meanwhile, the South Korean government has designated AI as the core direction for economic development in the second half of the year, listing physical AI, AI data centers, and semiconductors as three major 'Mega Projects'. It plans to invest approximately 800 trillion won in building new semiconductor production bases and double its memory chip production capacity within the next five years.

South Korea Prioritizes AI as Core Economic Direction for H2, Accelerates CBDC and Government Bond Tokenization Pilots

July 14, according to Bit.com market data, the US stock optical communication sector rebounded pre-market, with: MRVL up 2.56%, LITE up 3.35%, Nokia up 1.28%, Corning up 4.01%, and AXTI up 4.54%.

[US Stock Optical Communication Sector Rebounds Pre-Market, Corning Up Over 4%]July 14, according to Bit.com market data, the US stock optical communication sector rebounded pre-market, with: MRVL up 2.56%, LITE up 3.35%, Nokia up 1.28%, Corning up 4.01%, and AXTI up 4.54%.

US Stock Optical Communication Sector Rebounds Pre-Market, Corning Up Over 4%

With heightened political attention on digitizing the dollar, one member of Congress has laid out his vision.
On June 22, Rep. Jim Himes (D-CT) released a white paper called "Winning the Future of Money: A Proposal for a US Central Bank Digital Currency." It includes a general summation of CBDC adoption globally, as well as the traditional appraisal of pros and cons of a CBDC. However, the white paper is clearly supportive on Congress' move to authorize the Federal Reserve to issue a CBDC. 
Today's whitepaper highlights that "a U.S. CBDC would present novel and serious privacy challenges." While Himes' proposal maintains the need for commercial banks to handle retail user accounts, it specifies an "account-based" rather than "token-based" structure, entailing "strong user identification processes that require intermediaries to certify the identity of wallet holders."

Detail

【Congressman Jim Himes puts out white paper for digital dollar】With heightened political attention on digitizing the dollar, one member of Congress has laid out his vision.
On June 22, Rep. Jim Himes (D-CT) released a white paper called "Winning the Future of Money: A Proposal for a US Central Bank Digital Currency." It includes a general summation of CBDC adoption globally, as well as the traditional appraisal of pros and cons of a CBDC. However, the white paper is clearly supportive on Congress' move to authorize the Federal Reserve to issue a CBDC. 
Today's whitepaper highlights that "a U.S. CBDC would present novel and serious privacy challenges." While Himes' proposal maintains the need for commercial banks to handle retail user accounts, it specifies an "account-based" rather than "token-based" structure, entailing "strong user identification processes that require intermediaries to certify the identity of wallet holders."

Congressman Jim Himes puts out white paper for digital dollar

CASHCAT Market Cap Surpasses $100 Million! Robinhood Chain Goes Viral

Behind ANSEM's 300% Weekly Surge: The Recovery and Traps of Solana Meme Coins

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 Are Major Crypto Conferences Losing Their Luster?

Tensions Escalate in the Strait of Hormuz, Bitcoin Sells Off as Safe-Haven Asset, Plunging to $61.7K

Congressman Jim Himes puts out white paper for digital dollar

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

Artigos relacionados

Todos os comentários0Mais recentePopular

Tópicos em destaque

Artigos relacionados