Goldman Sachs said in its latest South Korea market weekly that the KOSPI fell about 2% last week, even as foreign investors continued buying and Alphabet raised its expectations for AI capital spending, reinforcing the semiconductor demand narrative. According to Odaily, Goldman Sachs said foreign inflows were mainly concentrated in technology shares, while South Korea still faced medium-term capital outflow pressure. The bank said foreign holdings in the semiconductor sector were near historical lows. It also said KOSPI’s expected earnings per share for the next 12 months was cut by 0.4%, with the auto sector facing the largest pressure from earnings forecast revisions. On leverage, Goldman Sachs said South Korean retail margin balances fell from a peak of $2.5 billion to $2.2 billion, while leveraged ETF assets dropped from $53 billion to $26 billion. It said AI capital spending remains a major support for South Korean stocks, but lower earnings expectations, weak foreign positioning, and swings in risk appetite may continue to amplify short-term index volatility.

Claude's public share links briefly appeared in Google search results, making hundreds of user conversations easy to find online. Some shared chats contained sensitive personal and business information, raising fresh concerns over privacy and AI chat sharing.

A whale withdrew 281,140 LINK from a CEX on July 27. According to BlockBeats On-chain Detection, Onchain Lens monitored the transaction and reported that the tokens were moved out of centralized exchange Binance.

Bitcoin is showing a clear divergence from the relative strength index, according to a chart posted by independent analyst Markus Thielen. According to ChainCatcher, RSI recently fell to the 30% oversold zone before rebounding to around 50%, while BTC recovered from near its low to about $64,645. The chart also shows Bitcoin moving within a downtrend channel since its June 2025 peak of about $125,000. The price remains below the descending trendline, and a decisive breakout is being watched as a key signal for the next move.

加密货币钱包行业早已为AI Agent自主交易和处理支付铺路。目前，已有十多家公司正在开发专为人AI Agent设计的钱包。他们的真实目的是什么？最终的回报又会有多大？

开源大模型的侵权雷区与合规突围——2026年产业深度观察

国产存储芯片巨头长鑫科技正式登陆科创板上市交易，代码为“688825”。

North Korea built one of the world's most feared hacking programmes — then had to arrest its own operatives for allegedly turning those skills against the state's own banks and laundering the proceeds through crypto.

CEX,DEX,BitMEX,BitMart,Hyperliquid,BitMEX谢幕 Hyperliquid崛起：中心化交易所黄昏要来了吗？ 金色财经,中心化交易所的黄昏，是不是真的来了？

头部机构成立比特币安全联盟的意义，不在于资金本身，而是这笔集体出资折射出比特币当前的行业地位。机构自愿联合出钱支持开发者，且不求换取任何控制权，这是里程碑事件。

美股科技板块调整深化，半导体、黄金与债券市场联动信号解析

CLARITY法案必须在两周内完成美国参议院投票（赶在8月休会前），否则大概率会被中期选举相关政治议题裹挟搁置。

交易所,BitMEX,BitMart,币圈要变天了？接连两家交易所关闭 BitMart宣布停止运营 金色财经,交易所黑天鹅要来了？