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.

長年にわたり、マイケル・セイラーはビットコインの最も率直な伝道者としてその名声を築き上げ、債務主導の金融システムや法定通貨による信用制度を批判しつつ、BTCを執拗に推進してきた。

Googleは、同社のモバイルOS「Android」に関連する行為をめぐり、EUから科された41億2500万ユーロの独占禁止法違反による罰金に対する最終上訴で敗訴した。欧州司法裁判所は、Googleが自社のサービスを優遇し、競争を制限することで、Androidの市場支配力を濫用したと判断した。

サム・アルトマン氏は、OpenAIの株式の5％を米国政府に譲渡するという案を打ち出したばかりだ。AIが国家の戦略的優先課題としてますます重要性を増す中、この案が実現すれば、民間企業とワシントンとの間に、前例のない異例の関係が築かれることになるだろう。

A16Z、人工知能、AIエージェント、A16Zの最新投資――計算能力に「価格」を定める 金色財経、AIの話題は長く語られてきたが、主役は次々と入れ替わってきた。

Robinhoodのメインネット、株式トークン、AI取引、DeFiが一斉に登場し、オンチェーン金融の時代が到来した。

ノートンは、今年初めにChatGPTでリリースした詐欺検知ツール「Genie」を、Anthropic社の「Claude」にも追加した。このツールは、ユーザーが詐欺やフィッシング攻撃、不審なリンク、メッセージ、メールを見分けるのに役立つ。

OpenAIが大規模言語モデルを一般に普及させて以来、人工知能はまるで自由に遊べる新しいおもちゃのようになった。まさに

Open USD については、現在もなお、いくつかの重要な情報が完全に開示されていない。

過去2週間、暗号資産市場は、ETFからの資金流出が続いていること、BTCのオンチェーン・ディスカウント、短期保有者の含み損、規制執行の圧力が高まっていることなどが相まって、弱含みを続けている。市場は依然として「受動的な受け持ち」から「能動的な買い」へと転換していない。

Meta社内では、「Meta Compute」というコードネームのプロジェクトが進められており、余剰のAI演算能力を外部の顧客に販売する計画だ。