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Today · 2026-08-04 · Tue

RoboSense and Origen have strategic partnerships to accelerate the globalization of physical AI Land

On 20 July, during the 2026 World Congress of Artificial Intelligence (WAIC), Robo Sense gathered at short notice to formalize strategic cooperation with the United Arab Emirates ' Ai raw technology company, Origen. The two sides will work together on the development of physical AI ecology around smart, space-smart and AI-system applications, in combination with the three-dimensional sensory and scale-compatibility advantages, and Origen ' s resources in the AI First Nations and Middle East markets. As a robotic platform company for physics AI, the rapid build-up of a continuous self-study of core chips, digital sensory product matrices and scale mass production capabilities provides robotics with the core components and infrastructure needed to enter the real world. The collaboration further expanded the fast-growing global network of eco-cooperatives to accelerate the scale-up of robotics and AI systems in smart cities, smart manufacturing and so forth, and to continue to drive physical AI technology to global industrial lands。

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Mitsubishi yen: the probability of a further substantial increase in the pound sterling is low

Lee Hardman of Mitsubishi Union Bank noted in his report that, although the real return rate in the United Kingdom had risen with inflation adjustments and fiscal concerns had eased, there was little possibility of a further substantial increase in the pound sterling. He said: “Following the recent strong increase, we believe that the market has factored a great deal of good news into the exchange rate of the pound sterling, which will limit its further access.” As a result of the conflict between the United States and the United States, the rise in energy prices pushed up the return on British bonds. With the coming Prime Minister, Andy Burnham, committing himself to financial accountability, the market has eased initial concerns about political risks. Hardman also referred to reports that Burnham would appoint Minister of the Interior, Shabana Mahmoud, as Minister of Finance, which could further alleviate market concerns about the financial situation。

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The French Bitcoin Treasury, Capital B, will carry out 10 shares of a reverse split

On 20 July, the French company Bitcoin Treasury, Capital B, announced that it would carry out 10 shares of its equity in a reverse one. The operation will take place from 6 August to 7 September and will not directly affect the total value of the company ' s shares. Upon completion of the dismantling of the unit, the number of mobile units will be reduced accordingly and the single share price adjusted proportionately。

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ASML OR EUROPE'S FIRST TRILLION COMPANIES, AND DEMAND FOR AI CHIPS SURGED

The global wave of artificial intelligence drives ASML to become the leader of the European stock market, as demand for the AC chip surges. The ASML stock price has risen by 60 per cent this year, approaching the $700 billion valuation, and analysts believe that its potential to become the first trillion in Europe is rising. According to analyst Carolyn Bell, there is a great opportunity for ASML to become the first European company to reach the market value of trillions of dollars. The 12-month target prices for Barclay, Susquehanna and Bernstein were over $2,600, or about 49 per cent of the current level. ASML is the only company that sells ultra-violet (EUV) optical carvings, and investors compare their business to a gold-mining tool. Despite supply chain management and geopolitical risks, analysts are optimistic about the future of ASML。

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The Hong Kong Office responded by considering extending the time of the stock exchange

In response to a market rumor on 20 July that “Hong Kong Exchanges are considering extending the time of stock exchanges to cancel the lunch break,” Hong Kong government reported that Hong Kong Exchanges have been working to improve Hong Kong's competitiveness as an international financial centre and are currently studying a number of market facilitation measures, including extending the time of trade, but that the first priority is to study proposals to extend the time of trade in derivatives markets rather than stock trading. (New latitude)

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Aliyun adjusts the price of selected AgentOne commodities

On 20 July, Ariyun issued price adjustment notices for selected AgentOne commodities: As of 30 July 2026, the smart-outer Agent package specifications will be adjusted, and the smart-out-outer-Agent will no longer provide a 5,000-minute, 10,000-minute package and the minimum specifications for new purchase and renewal costs will be harmonized to 100,000 minutes. The original 5000/10000-minute specification no longer supports the continuation fee; the 5,000/10000-minute package, which can be used normally until the end of the course, is not affected by this adjustment。

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Murphy: Bitcoin options are at a low level, presages large market fluctuations

According to the early issuance of In-A, analyst Murphy indicated that Bitcoin options implied volatility was currently very low, with an implied volatility of 33 per cent for a week and 34 per cent for January, both below 40 per cent of historical ranges. Murphy statistics indicate that there have been two similar cases in the past year: 15 days after the implicit volatility of less than 40 per cent at the beginning of the month, 14 days after the BTC fell from $97,000 to $62,000 at the end of April, and from $82,000 to $60,000 after 15 June. Murphy noted that low implied volatility associated with market consensus, the accumulation of volatile arbitrage and the short-gamma mechanism for market traders could magnify the impact of over-expected events and alert contract traders to preparedness。

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Analyst: TD Cowen lowers the Smart Web Company ' s target price and discloses its second-quarter increase in bitcoin

According to The Block, TD Cowen reduced the target share price of The Smarter Web Company from Pound1 to Pound0.64 to maintain the buy-in rating. The analyst cited the revised price projections for Bitcoin, recent Treasury activity and the diluted scenario update, noting that the Smarter Web Company held Bitcoin from 2,699 BTC to 2,878 BTC in the second quarter. The Unit recorded a 2 per cent increase last Friday, reporting Pound0.29。

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