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Today · 2026-08-02 · Sun

The chip unit bounced over Iran, worried about the futures. High

ON 21 JULY, THE UNITED STATES STOCK INDICATED AN INCREASE IN FUTURES ON TUESDAY, AND THE CORE CHIP UNIT OF THE AI INDUSTRIAL CHAIN REBOUNDED, TEMPORARILY COVERING THE MARKET PRESSURE OF THE RENEWED ESCALATION OF THE AMERICAN-IRAQI CONFLICT. THE TPP 500 FUTURES AND THE NASDA 100 FUTURES PALLET ROSE, AND THE PRICE OF SAMSUNG ELECTRONICS AND DESK POWER STOCKS WENT UP, CAUSING THE TECHNOLOGY STOCK TO REHEATED. THE EXCHANGE-TRADING FUND THAT TRACKS SEMICONDUCTOR COMPANIES INCREASED BY 4.3 PER CENT. EARLIER, ACCORDING TO PRESS REPORTS, THE WORLD ' S LARGEST ROUNDED INDUSTRIAL POWER BUILDER PLANS TO INCREASE THE PRICE OF SOME OF THE CHIP MANUFACTURING SERVICES BY UP TO 10 PER CENT FROM 2027 IN RESPONSE TO HIGHER COSTS OF RAW MATERIALS, EQUIPMENT AND OVERSEAS CONSTRUCTION PLANTS. MOST OF THE LARGE TECHNOLOGY SHARES HAVE RISEN, TESLA AND INVERDA HAVE RISEN, AND CHIPS SUCH AS AMD, INTEL AND AMERICAN LIGHT TECHNOLOGY HAVE ALSO GROWN. PREVIOUSLY, THE CHIP AND AI CONCEPT UNITS HAD BEEN UNDER PRESSURE FOR SEVERAL WEEKS AFTER BEING AFFECTED BY MARKET CONCERNS ABOUT THE RAPID INCREASE IN THE VALUATION OF AI-RELATED EQUITIES。

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Morgan Stanley: Prefer to super-large cloud computing, maintaining the Standard 500 index target of 8,000 points

The Morgan Stanley strategy team, led by Mike Wilson, has indicated a preference for super-large cloud computing over chip companies in the coming months. Morgan Stanley maintains the target of 8,000 points at the end of the year for the Standard 500 Index and warns that in the event of a reversal of the momentum trade or an escalation of the conflict in the Middle East, the index may fall back to around 7,000 points。

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Adoption by the Russian Parliament of the bill on the regulation of the encrypted currency market

On 21 July, the State Duma of Russia approved a bill establishing rules for the regulation of the encrypted currency market, which establishes a legal framework for the operation of encrypted assets in Russia and the use of encrypted assets in cross-border trade. According to the official records of the Russian State Duma, on Tuesday, Parliament completed the second and third consideration and formal adoption of the bill No. 114918-8, entitled the Law on Digital Currency and Digital Rights. Previously, the legislature had scheduled a final vote as planned. The Act establishes a regulatory framework for participants in the encrypted market, covering, inter alia, encrypted money trading platforms, brokers, asset management agencies and custodians, and imposes compliance requirements for the operation of related businesses. Under the Act, encrypted assets are allowed to be used in foreign trade (cross-border trade) settlements; however, the payment of goods and services in Russia still prohibits the use of encrypted currency. The main provisions of the Act are expected to enter into force on 1 September 2026, with a transitional period until 1 July 2027. However, the bill still needs to be signed by Russian President Vladimir Putin before it can become law。

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Beijing: In-depth implementation of the AI+ action plan in the second half of the year with a specific support policy for smart enterprise computing and data sets

On 21 July, according to the newspaper Ninkyo, it was learned from the Beijing City Bureau of Communication that, in the second half of the year, the Beijing City Bureau of Communication would deepen the implementation of the "Assymmetric Plus" action plan around the annual focus on urban construction of the digital economy's pole. Deep-tracking of AI global empowerment. (c) Promoting new forms of industrialization of artificial intelligence, building platforms for the development and testing of artificial intelligence in the industrial sphere and improving the application of artificial intelligence at the core of industrial production. The introduction of a policy of specific support for smart enterprise computing and data sets to accelerate the development of core technology, such as large models and motor control, which relies on intelligence to contribute to industrial transformation and life improvement. The establishment of a national (medical) test base for artificial intelligence applications has been accelerated, and the Sanctuary Hospital, the Institute of Scientific Research and the Science and Technology Corporation has been established to facilitate the transfer of medical intelligence from a laboratory to a clinical site. Promotion of the use of smart translation, intelligent simultaneouss, etc. in the area of library consumption, to expand the range of languages and achieve synergy of software and hardware. Improving the off-site smart system of food safety regulation, creating a complete chain of custody for smart early warning, remote inspection and rapid disposal。

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Beijing: The Token factory will be built for 50,000 new smarts in the second half of the year

On 21 July, according to the New Kyoto newspaper, from the Beijing City Bureau of Communication, the city-wide digital economy grew by 7.8 per cent in the first half of the year, including 9.8 per cent in the core industry of the digital economy, which contributed significantly to the growth of the city-wide GDP. In the second half of the year, Beijing will promote the global empowerment of artificial intelligence and the application of intelligent translation, intellectual assimilation, etc. in the area of library consumption. In the second half of the year, the Beijing Municipal Bureau of Communication and Information will carry out an intensive implementation of the Action Plan “Advanced Intelligence+” in the context of its annual focus on urban construction of the digital economy, which will fully release the new dynamics of the economy. Accelerating the creation of new forms of the intelligent economy. Token ' s economic development policy was developed, and the Token factory and Token distribution platform were built around the key links of Token production, distribution and application to promote innovative applications in key areas such as industry, education, and culture. An OPC show for winning the future was held to stimulate the artificial intelligence applications and creativity of super-individuals. Develop an AIG training course for OPC to release AIG technical value. The Open-Source Ecology of the “RISC-V+AI OS” was created by the Open Source Chip Institute, the Beijing Centre for Innovation in the Application of Information Technology in Toming Lake, building an autonomous system of technology from the chip command set to the operating system to the intelligent body. Further upgrading of the ability to provide smart computing. A “super node + industry node” support system has been created, which seeks to add 50,000 new smart calculators in the second half of the year, reaching a total of 130,000 in size. Continuously advancing greening of the stock data centre, increasing the level of green electrical passivity and achieving green passivity of over 3 billion degrees throughout the year。

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The total trade during the Kalshi World Cup amounted to $24.2 billion and the planned transformation of the financial infrastructure

According to Fortune, the United States forecast market platform, Kalshi, increased its trading volume during the 2026 World Cup from $6.67 billion on 22 June to $24.2 billion on 14 July, of which the World Cup champion forecasted a market turnover of $1.2 billion. Kalshi has designated contract market qualifications endorsed by the United States Commodity Futures Trading Commission (CFTC) and plans to cover sports, geopolitics, culture and the economy, transforming into a financial transaction infrastructure。

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