Strategy 继续从投资者那里筹集数亿美元——但这是连续第二周，这些资金中没有一分钱流向比特币。

According to Lianhe Zaobao citing CNN, the Trump administration is pressing Congress to approve additional Pentagon funding this summer as U.S. military operations against Iran continue to drain ammunition and cash, but several Republican lawmakers say the Defense Department has not clearly explained how the money would be used and are not yet convinced to back the plan. Pentagon officials this month briefed bipartisan House appropriations leaders in a closed-door session on the urgency of the request, but two people present said officials failed to provide meaningful detail when pressed, frustrating lawmakers from both parties. Defense Secretary Pete Hegseth has met with dozens of House members in recent days, and some key lawmakers were invited to Camp David, while Vice President JD Vance has lobbied Republican lawmakers in Congress to stress party unity. The Trump administration had earlier proposed a USD 1.5 trillion annual defense budget, including USD 350 billion in new funding, but House Republicans have so far put forward only a USD 95 billion package, with USD 60 billion for the Pentagon, USD 13 billion for intelligence agencies, and the rest for farm aid and election measures. Some Republicans questioned why the Defense Department is seeking more money so soon after receiving a large funding boost. Representative Brian Fitzpatrick said the department must explain its rationale after spending such a large sum in the short term. A Republican lawmaker who attended a nearly four-hour meeting at the Pentagon said the officials did not present a persuasive case. Lawmakers focused on defense warned that if Congress does not act soon, funds for the military's current operations could run out by mid-August.

Police received a report at about 9 p.m. from a female manager at a securities firm in World-Wide House, 19 Des Voeux Road Central, who said a male colleague had used the company account to invest without authorization and lost HK$150 million, according to Ming Pao. The case prompted online speculation that several brokers based in World-Wide House may have been involved. Sun Hung Kai & Co, whose head office is on the 9th floor of World-Wide House, later clarified that it is not the securities firm involved.

African policymakers are expected to keep interest rates elevated for longer as renewed hostilities between the US and Iran stoke fresh inflation fears, especially in countries that import more fuel than they produce, according to Bloomberg. The Bloomberg Economics report says the conflict risk could keep pressure on prices and complicate policy easing across the continent.

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.

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。