Bernstein started coverage of SpaceX (SPCX.O) and assigned an “outperform” rating with a target price of $239. According to Jin10, the firm initiated the coverage report and provided the rating and target price.

Yahua Group (002497.SZ) opened at the daily limit-up on July 7 after issuing an upbeat 2026 first-half earnings forecast, with its shares at 24.65 yuan by midday and market capitalization at 28.41 billion yuan, according to Jiemian News. The stock had risen 21% over the first five trading days of July and is up more than 110% from a cyclical low of about 11 yuan in July 2025. The lithium-salt producer said it expects 2026 H1 net profit attributable to shareholders of 11 billion to 13 billion yuan, up 710.17% to 857.48% year-on-year. Net profit excluding non-recurring items is forecast at 11.25 billion to 13.15 billion yuan, up 1,392.73% to 1,644.84%, with basic EPS of 0.9621 to 1.137 yuan. Based on its Q1 net profit of 339 million yuan, implied Q2 net profit would be 7.61 billion to 9.61 billion yuan, up 124.65% to 183.68% quarter-on-quarter. The company attributed the surge to rising lithium-salt prices and volumes and tighter cost controls across mining, production and sales.

Kingboard Laminates (01888.HK) announced a price increase, prompting Citi to lift its earnings forecasts and raise its target price to HK$130 from HK$120 while maintaining a buy rating. According to Jin10, Citi said the price hike was larger than expected. The bank said the stock’s recent pullback was mainly driven by fund rotation from higher-valuation AI hardware stocks into non-technology sectors, Meta selling excess computing capacity, and share sales by the largest shareholder, Hallgain. Citi said it views the pullback as a buying opportunity. Citi said potential catalysts include the possibility that the average selling price of electronic fiberglass cloth may be higher than expected, which could allow the company’s first-half profit guidance to beat market expectations. It also said the market may raise financial forecasts after the company releases its first-half results. Citi raised its 2026 to 2028 profit forecasts by 11% to 12%, to 9.607 billion yuan, 14.275 billion yuan, and 19.523 billion yuan, respectively. Citi also noted that the stock had previously been added to its upside catalyst watch list, which expires on August 2.

K Raheja Corp. Pvt., one of India’s largest real estate developers, has delayed plans for an initial public offering after feedback from investment bankers, according to people familiar with the matter, Bloomberg reported.

Crypto-related U.S. stocks surged after the White House signaled support for cryptocurrencies, U.S. equities, and Dell, and also urged Walmart to cut prices. According to PANews, the report also said extreme heat and drought in the U.S. Midwest and Europe have fueled concerns about extreme weather. Microsoft shares fell nearly 1.0% amid a planned round of layoffs. SpaceX shares slipped 1.02% ahead of its inclusion in the Nasdaq 100.

A Citrini researcher said market expectations for the memory chip sector are already high, which could leave share prices under pressure regardless of whether upcoming earnings beat forecasts. According to Odaily, the researcher, Jukan, wrote on X that even if results exceed expectations, investors may worry the industry cycle has peaked, while weaker-than-expected results could be interpreted as the end of the memory chip upcycle. Jukan added that he is concerned the sector could repeat a pattern previously seen in Nvidia, where fundamentals and corporate profits continued to set new highs but the stock price traded sideways for an extended period because expectations were already fully priced in.

AI编程工具的“合规大考”，2026年监管如何重塑开发工具格局。

The Round of 16 continued with two more matches delivering drama, heartbreak, and a quarter-final lineup taking shape. Spain edged past Portugal in a tense Iberian derby, while Belgium dismantled co-hosts USA to end all three host nations' tournament hopes. Cristiano Ronaldo's World Cup career likely ended in tears, and the American dream crumbled under Belgian precision. Two last-16 ties remain to complete the bracket. Portugal 0-1 Spain Substitute Mikel Merino wrote his name into Spanish folklore with a 91st-minute winner that broke Portuguese hearts. A tight, cagey affair saw few clear chances, with Nuno Mendes hitting the woodwork early on. Spain's defensive mastery continued — they have yet to concede in the tournament — but Lamine Yamal was unusually quiet, largely contained by Mendes. Ferran Torres provided the assist for Merino's decisive strike. Cristiano Ronaldo cut a tearful figure at full-time, likely ending his World Cup journey at 41. USA 1-4 Belgium Charles De Ketelaere's first-half brace put Belgium in command inside 33 minutes, his close-range finishes exposing a shaky American backline. Malik Tillman briefly gave the home crowd hope with a 31st-minute strike, but Hans Vanaken restored Belgium's two-goal cushion shortly after the restart, capitalising on an error from US keeper Matt Freese. Romelu Lukaku, one of several stars surprisingly left on the bench by Rudi Garcia, came on to add a fourth in stoppage time, punishing Chris Richards' error. Folarin Balogun, cleared to play after FIFA suspended his red-card ban, managed 91 ineffectual minutes. Belgium advance to face Spain in the quarter-finals on July 10. Upcoming Matches for July 7 (all times ET): 12PM ET — Argentina vs Egypt, Mercedes-Benz Stadium, Atlanta 4PM ET — Switzerland vs Colombia, BC Place, Vancouver

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。

银行,加密货币,BTC,代币发行,阅读《银行4.0》 金色财经,你会再次构建这样的银行吗？

某些加密货币钱包在生成恢复短语时存在漏洞，这使攻击者获得了掌控数百万用户资金的“万能钥匙”——而此次事件造成的全部损失可能尚未完全明朗。