Hong Kong stocks were mixed at midday, with the Hang Seng Index up 0.03% and the Hang Seng Tech Index up 1.83%. According to Jin10, artificial intelligence shares surged, with Zhipu (02513.HK) rising more than 25% and MINIMAX-W (00100.HK) gaining more than 11%.

According to CNBC, oil prices fell in early trading on Friday but stayed set for weekly gains as the United States and Iran continued exchanging strikes. BlackRock estimated the conflict will add about 0.8 percentage points to global headline inflation, with Europe and parts of Asia more exposed because they rely more heavily on energy imports. OCBC said a fresh energy shock would keep the Federal Reserve focused on upside inflation risks, while PNC Asset Management chief investment strategist Yung-Yu Ma said higher oil prices and sustained inflation pressures could challenge profit margin trends at U.S. small- and mid-cap companies. Ma said Fed hawkishness is likely to persist until energy and oil markets show relief and urged investors to think about a balanced portfolio and diversify some of that risk away.

Turkish Airlines is exploring more acquisition opportunities as it seeks to expand its global reach, according to Bloomberg. The carrier is looking at potential deals in Asia and South America, though no transactions were disclosed.

Financial Supervisory Service data show that Korea's central bank did not conduct independent security verification during the first phase of its CBDC pilot. According to NS3.AI, participating banks carried out their own IT vulnerability self-assessments before the launch. The Bank of Korea said preliminary reviews were sufficient, but critics argued the process did not amount to independent third-party verification.

Horizon Robotics expects net profit for the first half of 2026 to be between 3.5 billion yuan and 4 billion yuan, compared with a loss of 5.233 billion yuan a year earlier. According to Jin10, the company said it expects continuing operations revenue for the six months ended June 30, 2026, to increase, mainly driven by both of its revenue segments. Revenue from product solutions is expected to rise due to the company’s continued strengthening market position, steady gains in market share, and the scaled mass production deployment of its full-scenario urban NOA solution (HSD).

According to CNBC, General Motors is set to report second-quarter earnings before the bell Tuesday, with Wall Street expecting adjusted earnings per share of $3.20 and revenue of $47.01 billion, according to LSEG estimates. That would represent a more than 26% increase in adjusted earnings per share and a 0.2% decline in revenue from a year earlier. GM's second-quarter 2025 results included $47.12 billion in revenue, net income attributable to stockholders of $1.9 billion and adjusted earnings before interest and taxes of $3.04 billion. Investors will also watch for any changes to the automaker's 2026 guidance, as well as the effects of tariffs, vehicle pricing and commodity costs, including DRAM chips. Barclays analyst Dan Levy said he expects both GM and Ford Motor to post second-quarter earnings beats and at least a soft raise, saying the automakers are benefiting from strong macroeconomic conditions, steady pricing and conservative guidance. GM raised its 2026 adjusted earnings guidance in April to reflect a $500 million tariff rebate to between $13.5 billion and $15.5 billion, or $11.50 to $13.50 a share, up $500 million, or 50 cents a share, from its previous outlook.

JPMorgan said the recent selloff in AI-related stocks was driven mainly by technical factors and position unwinding, not a deterioration in fundamentals. According to ChainCatcher, the bank noted that Korean stocks have fallen 25% from their highs, the Philadelphia Semiconductor Index has dropped 20%, and shares of Samsung and Micron have declined 20% to 50%. The report said the valuation gap between semiconductor prices and earnings has widened, while tight supply and demand for DRAM and NAND are expected to continue through 2028. DRAM spot prices remain elevated, and Micron has raised its guidance, with supply shortages expected to last at least through 2027. The Philadelphia Semiconductor Index RSI is close to oversold territory, and most of this year’s momentum gains have been reversed. JPMorgan said a rebound window could open once oversold signals are confirmed, and advised investors to build semiconductor positions gradually over the summer. The bank also said 97% of second-quarter earnings reports beat expectations, and S&P 500 companies that beat estimates outperformed the index by an average of 1.7 percentage points on the day of results. In portfolio allocation, JPMorgan raised its equity weighting from 60% to 65% and increased eurozone exposure from 8.7% to 11%. It said it is overweight semiconductors, mining, capital goods, autos, insurance, and banks, while remaining underweight software, business services, media, and other AI-exposed sectors. The report added that the buy-the-dip strategy has remained effective since the end of March.

Privacy Cash has added support for the BNB Chain network. According to Foresight News, users can use privacy features in the browser and conduct private cross-chain transfers.

Daily trading volume in the South Korean won has risen since 24-hour trading began two weeks ago, driven by foreigners selling shares of local chipmakers, according to Bloomberg.

近期全球科技股显著回撤，比特币反而没有受到较大拖累，这背后暗藏了哪些变化？

支付行业三十年轮回，四代同堂，却无一人靠支付赚钱。

自2026年9月1日起，越南将对在未获许可的平台上交易加密货币的个人处以最高5000万越南盾（约合1900美元）的罚款。该规定旨在引导交易者转向受监管的本地交易所。

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。

一种新发现的恶意软件变种正利用日期为2050年的Microsoft 365日历邀请作为秘密通道，用于接收黑客指令并窃取数据——所有这些操作均通过微软自身的可信基础设施进行。

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。