Many people have a misunderstanding about Hong Kong's Web3 policy: Hong Kong supports the development of virtual assets, so buying and selling cryptocurrencies, doing OTC business, and doing stablecoin business in Hong Kong are all legal and safe.

Shares of Asian printed circuit board makers fell after a report said Nvidia Corp.’s next-generation AI server rack system has been delayed by more than a year because of manufacturing difficulties, according to Bloomberg.

Europe has emerged as a key beneficiary of a global rotation out of technology stocks, enjoying what Bloomberg described as a breakout moment. But that resilience may not hold if the artificial-intelligence trade shows further signs of cracking, raising the risk that Europe’s “Goldilocks” period could be disrupted, according to Bloomberg.

European NATO allies have mostly replaced assets the US cut from its rescue plans in case of a war in Europe, Deputy Supreme Allied Commander Europe Sir John Stringer said in a Bloomberg TV interview. “European allies have definitely stepped up in terms of backfilling the adjustment in the US forces in Europe,” Stringer said, according to Bloomberg.

TrendForce said high-end MLCC demand tied to AI is lifting order-to-bill ratios for major Japanese and South Korean suppliers, raising the risk of shortages in the second half of 2026. According to Jin10, TrendForce’s latest MLCC industry research said accelerated AI server upgrades and continued volume growth of cloud service providers’ self-developed ASIC chips were driving the trend. TrendForce said that in late June 2026, Murata, Samsung Electro-Mechanics, and Taiyo Yuden posted record BB ratios of 1.30, 1.31, and 1.25, respectively. It added that the overall MLCC market BB ratio also rose to 1.04. Looking at market conditions in the second half of 2026, TrendForce said new AI chip platforms from NVIDIA, Google, and AMD were expected to enter mass production one after another in the third quarter, with capacity increasingly occupied by AI-related orders. It said that combined with demand from advance stocking, the probability of longer lead times and rising prices for high-end MLCCs was increasing. TrendForce said the fourth quarter was expected to be a key period for observing whether the high-end MLCC market would formally shift toward shortages.

A year ago, the industry widely worried that AI would lead to large-scale layoffs, but in recent months many CEOs have collectively shifted to a more optimistic stance. According to Jin10, the mixed actions of tech giants such as Meta and Amazon have prompted questions about whether executives’ public statements are influenced by both business and political considerations. The report did not provide further details on the specific actions by Meta and Amazon.

Japan’s Nikkei 225 closed slightly lower on Monday, July 6, ending down 6.38 points, or 0.01%, at 69,737.69. According to Odaily, South Korea’s KOSPI also finished lower on July 6, falling 37.01 points, or 0.46%, to 8,051.33. The report said the KOSPI had risen nearly 3% earlier in the session before reversing to close in negative territory.

On Jul 06, 2026, 06:34 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 63,000 USDT and is now trading at 62,991.261719 USDT, with a narrowed narrowed 0.28% increase in 24 hours.

Goldman Sachs raised its target price for Hua Hong Semiconductor (01347.HK) to HK$333 from HK$174 and maintained a “buy” rating, citing expectations that AI-related demand will support the company’s outlook. According to Jin10, Goldman Sachs said it was optimistic about Hua Hong Semiconductor’s development prospects amid growth in equipment demand. The bank said improving capabilities of major AI models, including Meituan-W’s (03690.HK) newly released LongCat2.0, were expected to lift demand for AI chips and data center power management chips. It added that the wider adoption of generative AI was expected to continue supporting related demand, and said Hua Hong was expected to keep benefiting from rising AI demand. Goldman Sachs expected the company’s new 12-inch capacity to continue increasing, with its product mix upgrading toward 40-nanometer and 28-nanometer processes. The bank raised its net profit forecasts for fiscal years 2027 to 2029 by 1% to 8%. It also expected operating profit margin to gradually improve from 1% in fiscal year 2026 to 4%, 8%, and 12% in fiscal years 2027 to 2029, and to reach normalized levels of 14% and 17% in fiscal years 2030 to 2031.

This round of price increases driven by AI memory shortages is pushing memory manufacturers' pricing power to a level not seen in a decade.

Hyperliquid, Polymarket, Prediction: Will HIP-4 emerge as its own "TradeXYZ"? Golden Finance: The market will evolve; hopefully, HIP-4 can progress along with the market.

On July 2, AI and semiconductor stocks experienced a concentrated sell-off, and the memory sector was also caught in the crossfire.

Samsung Electronics will release its preliminary second-quarter financial results on Tuesday, July 7. The market widely expects its Q2 operating profit to surge approximately 18 times year-on-year, setting a new record high. Meanwhile, SK Hynix will begin listing its ADRs on Nasdaq on Friday, July 10.

Artificial intelligence, technology, a world model where everything is possible – Jinse Finance: Blur is the infrastructure of this industry.

Cybercriminals are using AI to attack faster and smarter. The organisations that survive will be the ones that embed AI into their defences just as systematically — not as an add-on, but as the foundation.

BTC, Crypto Market, Market Trends, Michael Saylor: The Evolution of Bitcoin Lies in Adhering to the Unchanging Principles - Golden Finance, Interpreting the Development Logic of Bitcoin in the Next Decade.

BTC briefly reached 63k over the weekend, a two-week high, with a weekly gain of nearly 4%. The BTC ETF, which had seen outflows for ten consecutive days, finally saw a net inflow of $220 million. [1]

According to the latest data from Polymarket, the probability of the Clarity Act being signed into law this year is only 49%.