According to Yonhap, President Lee Jae Myung said the government will roll out measures on both the supply and demand sides to stabilize South Korea's property market and curb speculative behavior. At a Cabinet meeting, Lee said windfall gains from real estate, aided by illegal practices and legal loopholes, have become the main force eroding fairness and common sense and weakening national unity. He also said the property market has deepened wealth inequality, household debt and the pain and isolation felt by young people. Lee said the government will quickly introduce supply-side measures, prepare broader steps to help people who genuinely need homes and revise the property tax system in a way that is fair, rational and aligned with public expectations. He also said he will lead a real estate policy debate on Thursday, where he plans to listen to public views and develop workable measures. Separately, Lee urged all-out efforts to protect people from ongoing monsoon rains and the severe heat waves expected to follow, and said last year's monsoon damage recovery rate reached 93.7% before this year's season, the highest in 10 years.

According to Yonhap, the global semiconductor manufacturing equipment market is forecast to hit a record in 2028 as investment in artificial intelligence infrastructure increases. SEMI, a global industry association for electronics design and manufacturing companies, said worldwide semiconductor equipment sales are projected to rise 23.2% on year to $165.9 billion in 2026 before reaching an all-time high of $229.5 billion in 2028. The group said AI infrastructure expansion, along with spending on advanced logic chips and next-generation memory products including high-bandwidth memory (HBM), will support growth. It projected wafer fabrication equipment sales to reach $200 billion in 2028, while memory equipment investment is also expected to climb on stronger demand for HBM and the shift to advanced dynamic random-access memory (DRAM) and NAND flash products. SEMI forecast DRAM and NAND equipment sales at $56.9 billion and $20.8 billion, respectively, in 2028. It also said China, Taiwan and South Korea are expected to remain the world's top three semiconductor equipment investment markets through 2028.

The Block reported that U.S. President Donald Trump has agreed to ethics language, potentially moving cryptocurrency legislation closer to passage. An industry source said an agreement on the ethics provision was reached after months of negotiations.The provision was discussed during a July 16 meeting between Trump, Republican Senators Bernie Moreno and Cynthia Lummis, and White House crypto adviser Patrick Witt. The measure received the president's sign-off on Monday.Ethics has been the final hurdle for broad crypto legislation. The Clarity Act would comprehensively regulate the digital asset industry at the federal level, giving jurisdiction to the SEC and more broadly to the CFTC.Negotiations have focused on limiting how presidents, vice presidents, members of Congress and other federal officials can profit from digital assets while in office. Trump's memecoins and his family's company World Liberty Financial have been at the center of the dispute. Financial disclosures last month showed Trump received millions related to WLF.Bill text is expected in the coming days, with one source saying it could come as early as Monday night. The Senate has until the first week of August to vote. If passed, the bill returns to the House before reaching Trump's desk.White House crypto adviser Patrick Witt had planned to leave for National Guard training this week, but said on X it was postponed. Deputy director Harry Jung announced he would depart in two weeks, saying the past two years transformed America's position on crypto.

Japan's corporate bond market is changing as interest rates climb to their highest level in nearly three decades. According to Jin10, Mitsubishi UFJ's debt capital markets head Noriaki Nomura said companies are prioritizing capital expenditure to drive revenue growth rather than cutting costs as Japan returns to an inflation environment. Corporate bond issuance totaled a record 16.7 trillion yen as of March this year, and brokers generally expect this fiscal year's total issuance to be roughly flat with last year, though they count issuance differently.

VIX has risen modestly, reflecting a cooling in risk appetite but not panic. According to Jin10, gold has repeatedly tested the $4,000 level, with support still present at lower levels, although a more powerful catalyst is still needed for a sustained upward move.

According to Jin10, Mitsubishi UFJ Bank senior FX analyst Michael Wan said in a research report that resolving the Middle East conflict still appears reasonable. Latest signs suggest talks and discussions are still taking place behind the scenes, including negotiations through mediators. With the U.S. midterm elections approaching and amid a shortage of U.S. munitions, oil prices may not return to the highs seen at the start of the conflict, and if that assumption is correct, Asian currencies, including the oil-sensitive Indian rupee and Philippine peso, have some room to perform better from now on.

Bloomberg, citing sources, reported that Cheung Kong Center II, completed in 2024, was long vacant after finishing but is now seeing stronger demand as an improving economy prompts financial firms to upgrade and expand office space. The building's leasing rate has more than doubled since the start of the year to about 60%, up from roughly 10% when it was completed two years ago during one of Hong Kong's weakest periods. Cheung Kong expects the occupancy rate to reach at least 75% by year-end. A spokesman for CK Asset declined to comment, according to Ming Pao.

BIP-110是近期比特币社区最受关注的协议争议。Strategy创始人Michael Saylor日前发表长文，列出110条反对理由。

人们谈论AI时，聚焦智能与生产力革命；谈及加密，则只把它视作货币、金融市场与数字资产的平行赛道。这种割裂视角，会让人忽略一场规模更大的变革。

Short Description: A newly discovered malware strain is using Microsoft 365 calendar invites dated 2050 as a secret channel to receive hacker commands and exfiltrate stolen data — all through Microsoft's own trusted infrastructure.

人工智能,AI Agent,Token,WAIC观察：七十多场活动 和一个提前到来的未来 金色财经,朴素的问题，最终决定了那些宏大叙事能留下多少。

美国经济运行逻辑，建立在美联储2%通胀目标这一前提之上，适度稀释美元购买力，刺激消费与投资，避免民众承受严重财务损失。但这套理论的逻辑，在现实中早已形同虚设。

据知情人士透露，贝莱德正为其得到Meta Platforms支持的、位于埃尔帕索的大型新数据中心项目牵头一项债务出售，目标融资额至少120亿美元。

特朗普签署新公告，对加拿大部分商品加征50%关税，且北美贸易协定下商品不再享受豁免。白宫称此举是回应加拿大歧视性贸易政策，但市场担忧这可能重新点燃全球贸易摩擦。

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