7*24

Hot topic

Market

Activities

On July 6, Meng Fanli, Deputy Secretary of the Guangdong Provincial Committee and Governor of Guangdong Province, visited several artificial intelligence companies in Guangzhou. He emphasized the need to fully promote high-quality development of the AI industry and achieve high-level applications across all regions, times, and industries, accelerating the cultivation and development of new productive forces. Meng pointed out the importance of seizing artificial intelligence as a significant driving force in the new round of technological revolution and industrial transformation. He called for vigorous efforts to accelerate the development and application of AI, better empower various industries, reach households, and promote high-quality development. He stressed the need to leverage the advantages of mechatronics and the synergy of hardware and software, strengthen the tackling of key core technologies in AI and the transformation of achievements, continuously attract investment and talent nationwide and globally, and accelerate the strengthening of the entire AI industry chain, including chips, computing power, algorithms, data, and applications. Additionally, he urged the cultivation of a number of large models in vertical fields and small models for specific scenarios, as well as the development and launch of more industrial and life intelligent entities, aiming to create a group of competitive enterprises with outstanding technological strength, industry influence, and the ability to build an independent ecosystem. (Southern Daily)

[Meng Fanli Emphasizes High-Quality Development of AI Industry During Research in Guangzhou]On July 6, Meng Fanli, Deputy Secretary of the Guangdong Provincial Committee and Governor of Guangdong Province, visited several artificial intelligence companies in Guangzhou. He emphasized the need to fully promote high-quality development of the AI industry and achieve high-level applications across all regions, times, and industries, accelerating the cultivation and development of new productive forces. Meng pointed out the importance of seizing artificial intelligence as a significant driving force in the new round of technological revolution and industrial transformation. He called for vigorous efforts to accelerate the development and application of AI, better empower various industries, reach households, and promote high-quality development. He stressed the need to leverage the advantages of mechatronics and the synergy of hardware and software, strengthen the tackling of key core technologies in AI and the transformation of achievements, continuously attract investment and talent nationwide and globally, and accelerate the strengthening of the entire AI industry chain, including chips, computing power, algorithms, data, and applications. Additionally, he urged the cultivation of a number of large models in vertical fields and small models for specific scenarios, as well as the development and launch of more industrial and life intelligent entities, aiming to create a group of competitive enterprises with outstanding technological strength, industry influence, and the ability to build an independent ecosystem. (Southern Daily)

Meng Fanli Emphasizes High-Quality Development of AI Industry During Research in Guangzhou

Investment bank Cantor Fitzgerald stated that the ability of Strategy to restart its capital expansion cycle hinges on restoring its preferred stock STRC back to a par value of $100. Repairing the STRC price is a core prerequisite for restarting the 'capital engine' for Bitcoin accumulation and will help stabilize the overall capital structure. Currently, there is greater confidence in Strategy's management plans to stabilize the balance sheet and restore financing capabilities. Cantor Fitzgerald believes that STRC is a foundational tool in Strategy's financing system, and its recovery will benefit both preferred and common stock, further enhancing the company's ability to continue accumulating Bitcoin.

[Cantor Fitzgerald: Restoring STRC Price is Key to Restarting Strategy's Capital Engine]Investment bank Cantor Fitzgerald stated that the ability of Strategy to restart its capital expansion cycle hinges on restoring its preferred stock STRC back to a par value of $100. Repairing the STRC price is a core prerequisite for restarting the 'capital engine' for Bitcoin accumulation and will help stabilize the overall capital structure. Currently, there is greater confidence in Strategy's management plans to stabilize the balance sheet and restore financing capabilities. Cantor Fitzgerald believes that STRC is a foundational tool in Strategy's financing system, and its recovery will benefit both preferred and common stock, further enhancing the company's ability to continue accumulating Bitcoin.

Cantor Fitzgerald: Restoring STRC Price is Key to Restarting Strategy's Capital Engine

On July 6, Bloomberg columnist Jonathan Levin stated that U.S. President Trump and his allies are continuing to push for personnel changes to influence Federal Reserve decisions, including attempts to replace Fed Governor Lisa Cook and intervene in the selection of the President of the Federal Reserve Bank of Atlanta, in order to expand the influence of White House supporters on the Federal Open Market Committee (FOMC). Levin believes that Kevin Warsh, who is seen as a leading candidate for the next Fed chair, should publicly oppose White House interference, support Jerome Powell and Cook in completing their terms, and demand that the White House withdraw from the selection process for regional Fed presidents. Otherwise, his future credibility in leading the Fed and influence within the committee will be weakened. The independence of the Fed is crucial for maintaining stable inflation expectations and the credibility of monetary policy, and ongoing political interference could undermine macroeconomic stability in the U.S.

[Opinion: Warsh Should Publicly Resist Trump's Pressure on the Fed to Maintain Central Bank Independence]On July 6, Bloomberg columnist Jonathan Levin stated that U.S. President Trump and his allies are continuing to push for personnel changes to influence Federal Reserve decisions, including attempts to replace Fed Governor Lisa Cook and intervene in the selection of the President of the Federal Reserve Bank of Atlanta, in order to expand the influence of White House supporters on the Federal Open Market Committee (FOMC). Levin believes that Kevin Warsh, who is seen as a leading candidate for the next Fed chair, should publicly oppose White House interference, support Jerome Powell and Cook in completing their terms, and demand that the White House withdraw from the selection process for regional Fed presidents. Otherwise, his future credibility in leading the Fed and influence within the committee will be weakened. The independence of the Fed is crucial for maintaining stable inflation expectations and the credibility of monetary policy, and ongoing political interference could undermine macroeconomic stability in the U.S.

Opinion: Warsh Should Publicly Resist Trump's Pressure on the Fed to Maintain Central Bank Independence

On July 6, blockchain security firm CertiK released a report stating that losses from cryptocurrency security incidents in the first half of 2026 amounted to approximately $1.32 billion, a year-on-year decrease of 46.8%. However, CertiK noted that this decline is misleading and does not indicate an improvement in the industry's security status. The report revealed that losses from cryptocurrency attacks in the second quarter increased by 59% quarter-on-quarter to $807.5 million, with over 70% of the losses stemming from two attacks on KelpDAO and Drift Protocol, believed to be carried out by North Korean-backed hacker groups. Meanwhile, data from TRM Labs indicated that the number of security incidents in the first half of 2026 rose to 207, up from 83 in the same period last year, marking a historical high for the timeframe. CertiK emphasized that private key management and multi-signature wallets remain the most critical security risk points, recommending that protocols and institutions enhance hardware security, optimize multi-signature governance, and diversify the locations of signatories to reduce the risk of attacks.

[CertiK: Cryptocurrency Theft Funds Decrease by 47% in H1 2026, but Security Situation Remains Unchanged]On July 6, blockchain security firm CertiK released a report stating that losses from cryptocurrency security incidents in the first half of 2026 amounted to approximately $1.32 billion, a year-on-year decrease of 46.8%. However, CertiK noted that this decline is misleading and does not indicate an improvement in the industry's security status. The report revealed that losses from cryptocurrency attacks in the second quarter increased by 59% quarter-on-quarter to $807.5 million, with over 70% of the losses stemming from two attacks on KelpDAO and Drift Protocol, believed to be carried out by North Korean-backed hacker groups. Meanwhile, data from TRM Labs indicated that the number of security incidents in the first half of 2026 rose to 207, up from 83 in the same period last year, marking a historical high for the timeframe. CertiK emphasized that private key management and multi-signature wallets remain the most critical security risk points, recommending that protocols and institutions enhance hardware security, optimize multi-signature governance, and diversify the locations of signatories to reduce the risk of attacks.

CertiK: Cryptocurrency Theft Funds Decrease by 47% in H1 2026, but Security Situation Remains Unchanged

On July 6, BitMine increased its Ethereum holdings by 42,197 ETH last week. As of June 28, 2026, its total Ethereum holdings reached 5,742,237 ETH, accounting for approximately 4.8% of the total Ethereum supply. Currently, the total value of cryptocurrencies, cash, and other investment assets held by BitMine is about $11.1 billion, which includes $527 million in cash and securities, 206 Bitcoins, $180 million in equity assets from Beast Industries, and a $71 million investment in Eightco Holdings (ORBS). As of July 5, the amount of staked Ethereum is 4,879,157 ETH (85% of total holdings), valued at approximately $8.8 billion, with an annualized staking yield of about $235 million.

[BitMine Increases Ethereum Holdings by 42,197 ETH, Total Holdings Reach 5,742,237 ETH]On July 6, BitMine increased its Ethereum holdings by 42,197 ETH last week. As of June 28, 2026, its total Ethereum holdings reached 5,742,237 ETH, accounting for approximately 4.8% of the total Ethereum supply. Currently, the total value of cryptocurrencies, cash, and other investment assets held by BitMine is about $11.1 billion, which includes $527 million in cash and securities, 206 Bitcoins, $180 million in equity assets from Beast Industries, and a $71 million investment in Eightco Holdings (ORBS). As of July 5, the amount of staked Ethereum is 4,879,157 ETH (85% of total holdings), valued at approximately $8.8 billion, with an annualized staking yield of about $235 million.

BitMine Increases Ethereum Holdings by 42,197 ETH, Total Holdings Reach 5,742,237 ETH

On July 6, according to Bit.com market data, the U.S. semiconductor equipment sector experienced a significant pre-market surge. Notable gains included: Applied Materials (AMAT) up 5.05%; Onto Innovation (ONTO) up 4.15%; Lam Research (LRCX) up 5.03%; KLA Corporation (KLAC) up 5.41%; Teradyne (TER) up 4.85%; and Entegris (ENTG) up 3.78%.

[U.S. Semiconductor Equipment Sector Soars Pre-Market, KLAC Up 5.41%]On July 6, according to Bit.com market data, the U.S. semiconductor equipment sector experienced a significant pre-market surge. Notable gains included: Applied Materials (AMAT) up 5.05%; Onto Innovation (ONTO) up 4.15%; Lam Research (LRCX) up 5.03%; KLA Corporation (KLAC) up 5.41%; Teradyne (TER) up 4.85%; and Entegris (ENTG) up 3.78%.

U.S. Semiconductor Equipment Sector Soars Pre-Market, KLAC Up 5.41%

On July 6, Strategy's official account announced that the company has officially sold 3,588 bitcoins, cashing out $216 million to pay dividends for its digital credit securities. As of July 5, the company's bitcoin reserves have decreased to 843,775 coins, while it holds $2.55 billion in USD reserves. This marks the second public disclosure of a reduction in holdings this year, following the sale of 32 BTC from May 26 to 31 to cover preferred stock dividends. The scale of this operation is significantly larger, reflecting the company's increasing reliance on selling part of its bitcoin reserves to maintain its dividend obligations amid pressured bitcoin prices and growing unrealized losses.

[Strategy Officially Sells 3,588 BTC for $216 Million to Pay Digital Credit Securities Dividends]On July 6, Strategy's official account announced that the company has officially sold 3,588 bitcoins, cashing out $216 million to pay dividends for its digital credit securities. As of July 5, the company's bitcoin reserves have decreased to 843,775 coins, while it holds $2.55 billion in USD reserves. This marks the second public disclosure of a reduction in holdings this year, following the sale of 32 BTC from May 26 to 31 to cover preferred stock dividends. The scale of this operation is significantly larger, reflecting the company's increasing reliance on selling part of its bitcoin reserves to maintain its dividend obligations amid pressured bitcoin prices and growing unrealized losses.

Strategy Officially Sells 3,588 BTC for $216 Million to Pay Digital Credit Securities Dividends

On July 6, Shenzhen Huaqiang (000062.SZ) announced its investor relations activity record, stating that the company is a major authorized distributor for Murata globally. Recently, it has observed an increase in customer orders, with clients starting to stock up and actively replenish inventory. For certain out-of-stock models, the company prioritizes meeting the procurement needs of large customers. The company is the general distributor of Huawei computing components (including Ascend and Kunpeng) and will continue to promote the technology and products of Huawei computing components, actively assisting Huawei in building a computing power ecosystem. Shenzhen Huaqiang Intelligent Computing Technology Co., Ltd. is a newly established company, positioned as a comprehensive AI computing service provider. The main development direction of this company will focus on the Huawei computing components (including Ascend and Kunpeng) business, collaborating with various partners to provide chips, modules, and other products for the domestic AI industry, while simultaneously offering customized solutions, technical services, and end-to-end capabilities in supply chain support, co-building a domestic AI full-stack ecosystem covering the edge, cloud, and endpoints.

[Shenzhen Huaqiang: Company is the General Distributor of Huawei Computing Components (Including Ascend and Kunpeng)]On July 6, Shenzhen Huaqiang (000062.SZ) announced its investor relations activity record, stating that the company is a major authorized distributor for Murata globally. Recently, it has observed an increase in customer orders, with clients starting to stock up and actively replenish inventory. For certain out-of-stock models, the company prioritizes meeting the procurement needs of large customers. The company is the general distributor of Huawei computing components (including Ascend and Kunpeng) and will continue to promote the technology and products of Huawei computing components, actively assisting Huawei in building a computing power ecosystem. Shenzhen Huaqiang Intelligent Computing Technology Co., Ltd. is a newly established company, positioned as a comprehensive AI computing service provider. The main development direction of this company will focus on the Huawei computing components (including Ascend and Kunpeng) business, collaborating with various partners to provide chips, modules, and other products for the domestic AI industry, while simultaneously offering customized solutions, technical services, and end-to-end capabilities in supply chain support, co-building a domestic AI full-stack ecosystem covering the edge, cloud, and endpoints.

Shenzhen Huaqiang: Company is the General Distributor of Huawei Computing Components (Including Ascend and Kunpeng)

On July 6, as global supply increases intensified competition among buyers, Saudi Arabia lowered the official selling price of its main crude oil grades for August to Asian customers, marking the largest drop in at least 26 years. According to a pricing schedule, Saudi Aramco reduced the price of Arab Light crude oil for August exports to Asia by $11 per barrel, with a discount of $1.50 per barrel compared to regional benchmark prices, exceeding the expected drop of $8 per barrel from institutional surveys. Recently, Middle Eastern crude oil prices have declined. After resuming exports from the Ras Tanura port, Saudi Aramco temporarily increased crude oil shipments to about 90% of pre-war levels. Before the war, Ras Tanura was the main shipping port for Saudi crude oil exports. Due to the war blocking the Strait of Hormuz, Saudi Aramco redirected most of its crude oil flows to Yanbu port on the Red Sea. Previously, the OPEC+ oil-producing countries agreed to continue a slight increase in production in August. Now, with shipping in the Strait of Hormuz resuming, Gulf oil-producing countries such as Saudi Arabia, Iraq, and Kuwait will be able to take advantage of their higher quotas.

[Saudi Arabia Significantly Cuts Crude Oil Prices, Largest Drop in 26 Years]On July 6, as global supply increases intensified competition among buyers, Saudi Arabia lowered the official selling price of its main crude oil grades for August to Asian customers, marking the largest drop in at least 26 years. According to a pricing schedule, Saudi Aramco reduced the price of Arab Light crude oil for August exports to Asia by $11 per barrel, with a discount of $1.50 per barrel compared to regional benchmark prices, exceeding the expected drop of $8 per barrel from institutional surveys. Recently, Middle Eastern crude oil prices have declined. After resuming exports from the Ras Tanura port, Saudi Aramco temporarily increased crude oil shipments to about 90% of pre-war levels. Before the war, Ras Tanura was the main shipping port for Saudi crude oil exports. Due to the war blocking the Strait of Hormuz, Saudi Aramco redirected most of its crude oil flows to Yanbu port on the Red Sea. Previously, the OPEC+ oil-producing countries agreed to continue a slight increase in production in August. Now, with shipping in the Strait of Hormuz resuming, Gulf oil-producing countries such as Saudi Arabia, Iraq, and Kuwait will be able to take advantage of their higher quotas.

Saudi Arabia Significantly Cuts Crude Oil Prices, Largest Drop in 26 Years

On July 6, prediction platform Polymarket reported that the France team holds the highest implied championship probability at 35.4%. French player Kylian Mbappé leads the World Cup Golden Boot market with odds of 51%.

[Polymarket: France Team Tops Championship Probability]On July 6, prediction platform Polymarket reported that the France team holds the highest implied championship probability at 35.4%. French player Kylian Mbappé leads the World Cup Golden Boot market with odds of 51%.

Polymarket: France Team Tops Championship Probability

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

Crypto Welcomes the 'July Rebound'? On-Chain Bottom Signals Align, Reversal Still Requires Breakthrough Above $70k

Cathie Wood's June $77M Investment: Are Crypto Stocks a True 'Substitute' for Bitcoin?

AI Folding: Fable 5 and GPT-5.6 Are Becoming the Privilege of a Few

Bitcoin miner stress returns to historic lows – Is a BTC recovery near?

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

Polymarket: France Team Tops Championship Probability

Застереження：Наведені вище матеріали не представляють позицію компанії HTX.，HTX не дає жодних торгових рекомендацій.。

Усі коментарі0НовіПопулярно

Популярні теми