X product lead Nikita Bier responded to criticism that the platform is becoming like TikTok, as video posts on X now account for nearly half of total impressions. According to PANews, Bier said many videos from popular accounts are reposted from other users, sometimes using content that is up to five years old. The team said repeated reuse of content can negatively affect user experience and the business. In response, X has introduced a video editor for the first time, aiming to encourage creators to produce original videos that are exclusive to X. Bier also called on original creators, saying they face a significant opportunity. He added that while the algorithm may take time to recognize original content, accounts that are recognized could grow faster than others.

A JPMorgan Asset Management global market strategist said companies tied to robotics and autonomous driving may be the next beneficiaries of AI-related trading. According to Odaily, Raisah Rasid said the “AI story is far from over,” adding that large-scale adoption is accelerating, particularly in generative AI. Rasid said that as AI-related winners broaden beyond hyperscale companies, earnings growth—especially in hardware—has been driving returns in major markets. She also said South Korea’s KOSPI Index is unlikely to repeat its triple-digit gains from the first half in the second half, and that growth is expected to moderate because companies may struggle to maintain strong pricing power in hardware.

Wall Street research firm Quantum Strategy has told clients it is changing its asset allocation by pulling money out of US tech leaders and turning bullish on Chinese stocks tied to AI applications, according to Jiemian News. The report comes as the “Magnificent Seven” (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) have weakened this year. In June alone, their combined market value fell by about $2.3 trillion, the worst month in a year; Microsoft fell 20% in June, Nvidia’s market cap dropped about 13%, and Apple and Amazon each slid about 8%, the report said. Jiemian cited Goldman Sachs as saying that since January 2025’s “DeepSeek moment,” China AI concept stocks have risen about 50% on average and related tech stocks’ total market value has increased by more than $3 trillion. Goldman also said global fund managers’ holdings of China AI stocks account for only 1.2% of their global tech portfolios. Separately, Liontrust Global Technology Fund raised its China allocation to 11% as of June 2026, and ProShares filed with the US SEC to launch a daily 2x leveraged ETF tracking Zhongji Innolight’s single-day performance, Jiemian reported.

China Southern Airlines (600029.SH) has filed a draft prospectus for a 2026 A-share private placement to raise up to CNY 15 billion from no more than 35 designated investors, including controlling shareholder China Southern Air Holding Co., Jiemian News reported. The issuance size will be capped at 30% of the company’s pre-issue total share capital, or up to 5.436 billion shares. According to the filing, eligible investors may include fund managers, securities firms, insurance institutional investors and qualified foreign institutional investors, among others. Investors other than China Southern Air Holding will be determined via bookbuilding after regulatory registration. Net proceeds will be used for two purposes: CNY 10.5 billion to introduce 46 aircraft and CNY 4.5 billion to replenish working capital. The placement requires review by the Shanghai Stock Exchange and registration approval from the China Securities Regulatory Commission (CSRC). The application has been accepted by the Shanghai Stock Exchange, and the timing and outcome of approvals remain uncertain.

Omdia has sharply revised up its forecast for China’s semiconductor market growth in 2026 to 92.9% year on year, with the market projected to reach $812.08 billion, according to Jiemian News. Omdia also lifted its 2026 forecast for China’s semiconductor memory market growth to 262.9%, putting the market size at $449.6 billion. The report said China’s memory chip market share is expected to rise to 55.4% in 2026 from 29.4% in 2025, and is projected to remain above 50% in the future. Globally, Omdia forecast the overall memory chip market will reach $886.4 billion in 2026, accounting for 54.8% of the total semiconductor market.

稳定币,OUSD,Circle,USDC,机构投资者,OUSD杀的不是USDC 是Circle的资本叙事 金色财经,OUSD之后，市场该如何给Circle定价？

Kioxia shares extended their decline, with the latest move showing a 12% drop. According to Jin10, the report described the move as a continuation of the stock’s downward trend in Japan.

South Korea’s exchange suspended trading for 20 minutes after the KOSPI index fell 8%, triggering a circuit breaker. According to Odaily, the circuit breaker mechanism was activated due to the decline, leading to the temporary halt in trading.

The Korean won’s first day of round-the-clock trading saw below-average volume in a largely uneventful session compared with the past 30 days, according to Bloomberg.

Strategy抛售规模扩大绝非比特币的末日，相反，巨鲸的阶段性减压，将筹码交还给市场，反而优化了市场持仓结构。

AI编程工具的“合规大考”，2026年监管如何重塑开发工具格局。

美股强势背后隐藏着深刻的结构性脆弱性：经济高度依赖高净值群体金融资产增值驱动的消费，半导体尤其是AI相关芯片板块在指数中权重过高，以及AI投资回报兑现的潜在落差。

欧盟正正式将人工智能置于其网络安全议程的核心位置——目前正在起草的规则将决定未来数年欧洲如何捍卫其数字基础设施。

BONK提案通过阈值设置的太低了，1%的代币同意就通过了，还没有投票人数的要求限制。这意味着治理攻击非常的容易。

稳定币成功与否，不是靠拉来一帮联盟成员帮忙营销，而是取决于它有没有真实的使用场景与真实的用户。

中国下架了约1.4万款人工智能产品，并收紧了关于人工智能安全与合规的规定。随着中国加强对人工智能行业的监管，此次整治行动带来了更严格的监管。

在监管机构决定该平台是否触犯了韩国赌博法之前，韩国已给予预测市场平台Polymarket一个机会，让其就自身业务进行辩护。

在长期资产配置中，后量子治理摩擦构成了BTC的“结构性尾部风险”，但绝非当下看空的理由。其“难以改变”的极度保守治理呈现出双刃剑效应。