Nomura Securities raised its target price for Lenovo Group (00992.HK) to HK$35 from HK$16 and reiterated its buy rating. According to Jin10, Nomura based the new target on a valuation of 20 times its forecast earnings per share for fiscal 2027, and said the target implies 46% upside. Nomura noted that in its previous Lenovo report published in May, it had already highlighted that momentum in the company’s general-purpose server business could exceed expectations by a wide margin. Despite Lenovo’s share price rising more than 100% since May, Nomura said it believes the outperformance could continue. It cited three reasons: the market has not fully priced in the potential of Lenovo’s server business; Nomura’s profit forecasts for fiscal 2027 and fiscal 2028 are now about 10% above market consensus; and Lenovo is undergoing a re-rating process, with key peer Dell (DELL.N) trading at a one-year forward price-to-earnings ratio of 30 times, which Nomura said creates room for Lenovo’s re-rating. Nomura also raised its profit forecasts for fiscal 2027 and fiscal 2028 by 12%.

Comcast Corp. said it plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company, according to Bloomberg.

Four whale accounts opened long positions in Micron Technology (MU) on Hyperliquid on June 29, while only one large trader established a short position, indicating a broadly bullish tilt among large funds. According to BlockBeats On-chain Detection, Hyperinsight monitoring showed that three addresses built positions almost simultaneously in the afternoon. On-chain data indicated the three accounts had highly similar position structures, trading cadence, and funding sources, suggesting they may belong to the same trading entity using multiple addresses to split exposure. The three addresses reportedly each have historical win rates above 60% and are described as using a relatively steady trading style with controlled drawdowns. Since June, the three addresses have collectively realized about $1.8 million in profits. All three also received large capital injections in June, and two of the addresses became newly active within the past month, with closely aligned fund movements and trading behavior. The three addresses—0xf8a, 0xd5c, and 0xf2d—held MU long contracts with an average entry price of about $1,156 and a recent liquidation price of about $938. Combined, they held 9,027 MU contracts with a notional position size of about $10.3 million. As of publication, the positions showed an unrealized loss of about 15% amid a short-term pullback in MU.

Ethlabs, an independent nonprofit research and development organization backed by treasury firms including BitMine, responded to frequently asked questions one week after its formation. According to Foresight News, Ethlabs said it has not disclosed a specific fundraising amount, but stated that existing funding commitments can support operations for 2–3 years, including hiring. Ethlabs said it plans to continue raising funds rather than treating fundraising as a one-time effort. It added that its community round remains open and that it plans to close that round after announcing a new group of supporters. The organization said its donation address has been updated from eth-labs.eth to ethlabs.eth, and that both addresses can be used. On its work direction, Ethlabs said it is still determining specific milestones and a roadmap, but outlined three areas under consideration. In “Chain,” it cited core protocol work including scaling the L1 execution layer, blob scaling, and reducing time to finality and transaction inclusion. In “Platform,” it described a middle layer between the protocol and developers, including cross-chain interoperability, a block-building market, and an EVM roadmap. In “Growth,” it said it aims to promote adoption of technologies such as the Fast Confirmation Rule across major L2 networks and centralized exchanges. Ethlabs said the Fast Confirmation Rule could reduce Ethereum-to-L2 or exchange deposit times to seconds, but would require integration by each party. Regarding its relationship with the Ethereum Foundation, Ethlabs described the two as complementary and cooperative, adding that Ethereum does not belong to any single institution and that the Ethereum Foundation, client teams, core developers, L2s, wallets, and others are all essential components. Ethlabs said it serves as an additional supporting force. Explaining its nonprofit structure, Ethlabs said its funders are primarily major ETH holders and Ethereum builders and do not receive control over direction or influence over the roadmap in exchange for funding. It also said the need for ongoing fundraising can create accountability constraints for the team.

政府第一次成功地在商业 AI 模型和它的用户之间，插入了自己作为审批者的角色。

Nasdaq has accelerated its mechanism for including large initial public offerings, with SpaceX cited as a representative case, bringing forward passive allocation demand. According to Jin10, JPMorgan estimated that index fund rebalancing would generate about $4.3 billion in additional passive buying.

据报道，Coinbase首席执行官布莱恩·阿姆斯特朗出席了由美国副总统J·D·万斯主持的一场备受瞩目的共和党筹款晚宴后，他在华盛顿的影响力正日益增强。

新加坡金融管理局（MAS）已将Hyperliquid列入其“投资者警示名单”，并指出该加密货币交易平台未获得在新加坡运营的牌照或授权。

萨尔瓦多通过增购8枚比特币，扩大了其国家比特币储备，使总持有量达到7,696.37枚比特币。尽管该国已对具有里程碑意义的《比特币法》的部分内容进行了调整，但仍在继续增持这种加密货币。

SBI控股将以2.89亿美元收购日本加密货币交易所Bitbank，由此打造出按托管资产规模计日本最大的受监管加密货币平台。随着日本加密货币市场整合步伐加快，此项交易将进一步巩固SBI的稳定币战略。

一个新的行业联盟正在汇聚技术专家、倡导者和投资者，以加强区块链安全——并将这场斗争直接带到国会山。

稳定币监管仍然是全球监管框架中推进难度最大、协调需求最高的领域，未来也将继续成为国际监管合作的重要议题。

VISA,稳定币,加密IPO集体熄火 稳定币支付凭什么逆势狂奔？从Visa加码稳定币看加密赛道的分化逻辑 金色财经,稳定币支付凭什么逆势狂奔？

机器人已经在从事实际工作，随着它们变得越来越自主，加密货币最大的作用可能是为机器身份、支付、数据访问和所有权背后的枯燥基础设施提供动力。

Tether发行的USDT曾短暂超越以太坊，成为全球市值第二大的加密货币，这凸显了投资者情绪的重大转变——在最近一轮加密货币市场下跌期间，交易者正越来越多地转向稳定币。