Youyan Silicon issued an abnormal trading movement announcement saying its share price had risen sharply in cumulative terms, outperforming gains in relevant indices including the STAR Composite Index and the STAR 50 Index, and that there may be a risk of a decline after an overly rapid short-term rise. According to Jin10, the company said the semiconductor industry is highly cyclical, and its future operating performance may be affected by factors including industry cycles, market volatility, changes in downstream demand, increased R&D investment, and new product progress falling short of expectations. It said that if it fails to take effective measures to respond to these changes in a timely manner, it may face the risk of significant fluctuations in operating performance. The company also said it had noted that some securities firms recently published research reports that included performance forecasts for the company. It warned that such forecasts represent only the personal views of analysts and are unilateral predictions, and do not represent the company’s views.

Ethereum (ETH) rose to $1,646.2, leaving a large short position held by a whale address close to its liquidation level. According to Odaily, on-chain analyst Yu Jin tracked a whale (0x50b...9f20) that previously opened a short position of 54,200 ETH at an entry price of $1,541.3, with a liquidation price set at $1,674.4. With ETH trading at $1,646.2, the position was $28 away from the liquidation price.

Mizuho Bank raised its target price for Robinhood (HOOD.O) to $130 from $115. According to Jin10, the bank announced the increase in its target price for the stock.

Digital China said it had won a bid for China Mobile’s centralized procurement project for PC server products for 2026 to 2027. According to Jin10, the company said its controlled subsidiary, Beijing Shenzhou Kuntai Information Technology Co., Ltd., recently received a bid-winning notice and signed a framework agreement, confirming it as a supplier for the project. The project includes four lots. Lot 1, for ARM-architecture balanced computing servers, had a bid price of 7.84 billion yuan excluding tax, with a winning share of 10.53%. Lot 2, for ARM-architecture storage servers, had a bid price of 470 million yuan, with a winning share of 8.77%. Lot 3, for ARM-architecture high-performance balanced computing servers, had a bid price of 1.83 billion yuan, with a winning share of 8.77%. Lot 4, for ARM-architecture public cloud servers, had a bid price of 799 million yuan, with a winning share of 20.00%. Digital China said the agreement’s total amount cap including tax is 1.34 billion yuan, with a product quantity cap of 4,319 units, and final figures will be based on actual orders. The agreement is valid until July 1, 2027.

Yuehai Feed issued an abnormal trading movement announcement after its stock’s cumulative closing price deviation exceeded 20.00% over two consecutive trading days. According to Jin10, the company said the move meets the criteria for abnormal stock price fluctuations under relevant provisions of the Shenzhen Stock Exchange Trading Rules. Yuehai Feed said it has noticed that market attention toward sectors related to aquaculture and feed processing has recently increased, with higher trading activity in those sectors. The company said its main business is the research and development, production, and sales of aquatic feed, and that its current production and operating conditions are normal with no significant changes.

Hutchmed (China) (0013) said China’s National Medical Products Administration has granted conditional approval for a new drug application for ORPATHYS (savolitinib), according to Ming Pao. The company said the approval is for treating adult patients with locally advanced or metastatic gastric cancer or gastroesophageal junction (GC/GEJ) adenocarcinoma with MET gene amplification who have failed at least two systemic therapies.

A Lenovo executive said AI computing power demand still has significant room to grow and that there is no oversupply. According to Jin10, on July 2, Lenovo Group Vice President and Lenovo China Chief Strategy Officer Ablikmu Ablimit said that, over the long term, AI computing power demand has substantial potential in both China and overseas markets, and no computing power oversupply has emerged. He said the number of mature, leading consumer-facing AI products remains limited, while the commercialization potential for enterprise-facing applications has not yet been fully realized. He added that the growth dividends from past productivity transformations were driven by the industrial side, and that long-term computing power demand is large. Ablimit also said the current AI industry chain has issues including overly strong supply-side influence and an imbalance in the supply-demand cycle. Separately, recent news that Meta opened up computing power has triggered market concerns about a potential computing power oversupply.

على مدى سنوات، بنى مايكل سايلور سمعته كأكثر دعاة البيتكوين صراحة، حيث قام بالترويج للبيتكوين بلا هوادة مع انتقاد النظام المالي القائم على الديون والائتمان الورقي.

خسرت جوجل استئنافها الأخير ضد غرامة قدرها 4.125 مليار يورو فرضتها عليها محكمة العدل الأوروبية لمكافحة الاحتكار، وذلك بسبب ممارسات مرتبطة بنظام تشغيلها للهواتف المحمولة "أندرويد". وقد قضت المحكمة بأن جوجل أساءت استخدام هيمنتها على سوق "أندرويد" من خلال تفضيل خدماتها الخاصة وتقييد المنافسة.

طرح سام ألتمان للتو فكرة منح الحكومة الأمريكية حصة 5٪ في شركة OpenAI، الأمر الذي من شأنه أن يشكل علاقة غير عادية وغير مسبوقة بين شركة خاصة وواشنطن حيث أصبح الذكاء الاصطناعي أولوية وطنية استراتيجية متزايدة.

A16Z، الذكاء الاصطناعي، وكيل الذكاء الاصطناعي، أحدث استثمارات A16Z: تحديد "سعر" قوة الحوسبة (التمويل الذهبي) - لقد رُويت قصة الذكاء الاصطناعي لفترة طويلة، مع ظهور أبطال مختلفين واحداً تلو الآخر.

مع إطلاق شبكة Robinhood الرئيسية، ورموز الأسهم، والتداول بالذكاء الاصطناعي، والتمويل اللامركزي، فقد وصل عصر التمويل على سلسلة الكتل.

أضافت شركة نورتون أداة "جيني" لكشف عمليات الاحتيال إلى برنامج "كلود" التابع لشركة أنثروبيك، وذلك بعد إطلاقها على منصة "تشات جي بي تي" في وقت سابق من هذا العام. تساعد هذه الأداة المستخدمين على تحديد عمليات الاحتيال ومحاولات التصيد الإلكتروني والروابط والرسائل ورسائل البريد الإلكتروني المشبوهة.

منذ أن قامت شركة OpenAI بنشر نماذج اللغة واسعة النطاق في المنازل، أصبح الذكاء الاصطناعي أشبه بلعبة جديدة يمكن اللعب بها حسب الرغبة.

لا تزال هناك العديد من التفاصيل الرئيسية حول OpenUSD التي لم يتم الكشف عنها بالكامل.

على مدى الأسبوعين الماضيين، استمر سوق العملات الرقمية في التراجع نتيجةً لعدة عوامل، منها استمرار تدفقات رؤوس الأموال الخارجة من صناديق المؤشرات المتداولة، وانخفاض أسعار البيتكوين على البلوكشين، ووقوع المستثمرين قصيري الأجل في فخّ المضاربة، وتزايد الضغوط التنظيمية. ولا يزال السوق في طور التحول من "الاستيعاب السلبي" إلى "الشراء النشط".

تعمل شركة ميتا داخلياً على مشروع يحمل الاسم الرمزي "ميتا كومبيوت" والذي يخطط لبيع فائض قدرتها الحاسوبية في مجال الذكاء الاصطناعي لعملاء خارجيين.