Hong Kong stocks were mixed at midday, with the Hang Seng Index up 0.03% and the Hang Seng Tech Index up 1.83%. According to Jin10, artificial intelligence shares surged, with Zhipu (02513.HK) rising more than 25% and MINIMAX-W (00100.HK) gaining more than 11%.

According to CNBC, oil prices fell in early trading on Friday but stayed set for weekly gains as the United States and Iran continued exchanging strikes. BlackRock estimated the conflict will add about 0.8 percentage points to global headline inflation, with Europe and parts of Asia more exposed because they rely more heavily on energy imports. OCBC said a fresh energy shock would keep the Federal Reserve focused on upside inflation risks, while PNC Asset Management chief investment strategist Yung-Yu Ma said higher oil prices and sustained inflation pressures could challenge profit margin trends at U.S. small- and mid-cap companies. Ma said Fed hawkishness is likely to persist until energy and oil markets show relief and urged investors to think about a balanced portfolio and diversify some of that risk away.

Turkish Airlines is exploring more acquisition opportunities as it seeks to expand its global reach, according to Bloomberg. The carrier is looking at potential deals in Asia and South America, though no transactions were disclosed.

Financial Supervisory Service data show that Korea's central bank did not conduct independent security verification during the first phase of its CBDC pilot. According to NS3.AI, participating banks carried out their own IT vulnerability self-assessments before the launch. The Bank of Korea said preliminary reviews were sufficient, but critics argued the process did not amount to independent third-party verification.

Horizon Robotics expects net profit for the first half of 2026 to be between 3.5 billion yuan and 4 billion yuan, compared with a loss of 5.233 billion yuan a year earlier. According to Jin10, the company said it expects continuing operations revenue for the six months ended June 30, 2026, to increase, mainly driven by both of its revenue segments. Revenue from product solutions is expected to rise due to the company’s continued strengthening market position, steady gains in market share, and the scaled mass production deployment of its full-scenario urban NOA solution (HSD).

According to CNBC, General Motors is set to report second-quarter earnings before the bell Tuesday, with Wall Street expecting adjusted earnings per share of $3.20 and revenue of $47.01 billion, according to LSEG estimates. That would represent a more than 26% increase in adjusted earnings per share and a 0.2% decline in revenue from a year earlier. GM's second-quarter 2025 results included $47.12 billion in revenue, net income attributable to stockholders of $1.9 billion and adjusted earnings before interest and taxes of $3.04 billion. Investors will also watch for any changes to the automaker's 2026 guidance, as well as the effects of tariffs, vehicle pricing and commodity costs, including DRAM chips. Barclays analyst Dan Levy said he expects both GM and Ford Motor to post second-quarter earnings beats and at least a soft raise, saying the automakers are benefiting from strong macroeconomic conditions, steady pricing and conservative guidance. GM raised its 2026 adjusted earnings guidance in April to reflect a $500 million tariff rebate to between $13.5 billion and $15.5 billion, or $11.50 to $13.50 a share, up $500 million, or 50 cents a share, from its previous outlook.

JPMorgan said the recent selloff in AI-related stocks was driven mainly by technical factors and position unwinding, not a deterioration in fundamentals. According to ChainCatcher, the bank noted that Korean stocks have fallen 25% from their highs, the Philadelphia Semiconductor Index has dropped 20%, and shares of Samsung and Micron have declined 20% to 50%. The report said the valuation gap between semiconductor prices and earnings has widened, while tight supply and demand for DRAM and NAND are expected to continue through 2028. DRAM spot prices remain elevated, and Micron has raised its guidance, with supply shortages expected to last at least through 2027. The Philadelphia Semiconductor Index RSI is close to oversold territory, and most of this year’s momentum gains have been reversed. JPMorgan said a rebound window could open once oversold signals are confirmed, and advised investors to build semiconductor positions gradually over the summer. The bank also said 97% of second-quarter earnings reports beat expectations, and S&P 500 companies that beat estimates outperformed the index by an average of 1.7 percentage points on the day of results. In portfolio allocation, JPMorgan raised its equity weighting from 60% to 65% and increased eurozone exposure from 8.7% to 11%. It said it is overweight semiconductors, mining, capital goods, autos, insurance, and banks, while remaining underweight software, business services, media, and other AI-exposed sectors. The report added that the buy-the-dip strategy has remained effective since the end of March.

Privacy Cash has added support for the BNB Chain network. According to Foresight News, users can use privacy features in the browser and conduct private cross-chain transfers.

Daily trading volume in the South Korean won has risen since 24-hour trading began two weeks ago, driven by foreigners selling shares of local chipmakers, according to Bloomberg.

شهدت أسهم شركات التكنولوجيا العالمية مؤخراً تراجعاً ملحوظاً، لكن البيتكوين لم يتأثر بشكل كبير. ما هي التغيرات التي تقف وراء ذلك؟

لقد مرّ قطاع المدفوعات بدورة استمرت 30 عاماً، امتدت على أربعة أجيال، ومع ذلك لم يجنِ أي شخص المال من المدفوعات.

ستفرض فيتنام غرامات تصل إلى 50 مليون دونغ (حوالي 1900 دولار أمريكي) على الأفراد الذين يتداولون العملات المشفرة على منصات غير مرخصة، وذلك اعتبارًا من 1 سبتمبر 2026. وتهدف هذه القواعد إلى تشجيع المتداولين على الانتقال إلى منصات التداول المحلية الخاضعة للتنظيم.

يُعدّ بروتوكول BIP-110 الأكثر إثارةً للجدل في مجتمع البيتكوين مؤخرًا. وقد نشر مؤسس شركة Strategy، مايكل سايلور، مقالًا مطولًا يسرد فيه 110 أسباب لمعارضته.

عندما يتحدث الناس عن الذكاء الاصطناعي، يركزون على ثورة الذكاء والإنتاجية؛ وعندما يتحدثون عن العملات الرقمية، يرونها مجرد مسار موازٍ للعملات والأسواق المالية والأصول الرقمية. هذه النظرة المجزأة تجعل الناس يغفلون تحولاً أوسع بكثير.

تستخدم سلالة برمجيات خبيثة تم اكتشافها حديثًا دعوات تقويم مايكروسوفت 365 المؤرخة في عام 2050 كقناة سرية لتلقي أوامر المتسللين واستخراج البيانات المسروقة - كل ذلك من خلال البنية التحتية الموثوقة الخاصة بمايكروسوفت.

الذكاء الاصطناعي، وكيل الذكاء الاصطناعي، الرمز المميز، مراقبة WAIC: أكثر من سبعين حدثًا ومستقبلٌ يسبق الموعد المحدد. التمويل الذهبي: أسئلة بسيطة تحدد في نهاية المطاف مدى بقاء تلك الروايات الكبرى.

يرتكز منطق الاقتصاد الأمريكي على هدف التضخم الذي حدده الاحتياطي الفيدرالي بنسبة 2%، والذي يُخفف بشكل معتدل من القوة الشرائية للدولار، ويُحفز الاستهلاك والاستثمار، ويمنع تكبّد الجمهور خسائر مالية فادحة. إلا أن هذا الإطار النظري أثبت عدم فعاليته على أرض الواقع منذ زمن طويل.

وبحسب مصادر مطلعة على الأمر، فإن شركة بلاك روك تقود عملية بيع ديون لمشروع مركز البيانات الجديد الضخم التابع لها في إل باسو، بدعم من شركة ميتا بلاتفورمز، مع مبلغ تمويل مستهدف لا يقل عن 12 مليار دولار.

وقّع ترامب إعلاناً جديداً يفرض تعريفة جمركية بنسبة 50% على بعض السلع الكندية، ويلغي الإعفاءات الممنوحة للسلع بموجب اتفاقية التجارة الحرة لأمريكا الشمالية. وأعلن البيت الأبيض أن هذه الخطوة جاءت رداً على سياسات تجارية تمييزية من جانب كندا، إلا أن الأسواق تخشى من أن تُعيد هذه الخطوة إشعال فتيل التوترات التجارية العالمية.