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Today · 2026-08-25 · Tue

CNN: SATELLITE IMAGERY SHOWING IRAN OR REBUILDING NUCLEAR FACILITIES, SUSPECTED OF VIOLATING THE US-IRAQ AGREEMENT

ON 11 JULY, ACCORDING TO CNN, SATELLITE IMAGERY INDICATES THAT IRAN MAY BE REBUILDING SOME OF ITS SUSPECTED NUCLEAR AND MISSILE-RELATED FACILITIES. THE IMAGES SHOW NEW SIGNS OF ACTIVITY AT VARIOUS LOCATIONS IN IRAN BETWEEN THE END OF JUNE AND THE BEGINNING OF JULY, WITH SOME OF THE MOVEMENTS OF NUCLEAR FACILITIES CAUSING OUTSIDE CONCERN. CNN ANALYSED THE TARGAN2 FACILITY AT THE PARCHIN MILITARY BASE AS SHOWING SIGNS OF REHABILITATION AND RECONSTRUCTION. THE FACILITY WAS CONSIDERED BY SOME EXPERTS TO BE RELATED TO THE STORAGE OF NUCLEAR-WEAPON EXPLOSIVE MATERIALS, AND SATELLITE IMAGERY SHOWED THAT REPAIRS WERE UNDER WAY TO VARIOUS CRATERS CAUSED BY PREVIOUS AIR STRIKES. IN ADDITION, SATELLITE IMAGERY OF THE SUSPECTED UNDERGROUND NUCLEAR FACILITY, SAKAYAMA, SHOWED THAT VEHICLES WERE STILL ENTERING AND LEAVING UNDERGROUND TUNNELS DURING THE ENTRY INTO FORCE OF THE MEMORANDUM OF UNDERSTANDING SIGNED BY MEI ON 17 JUNE. THIS MOVEMENT RAISES QUESTIONS AS TO WHETHER IRAN HAS VIOLATED THE MEMORANDUM OF UNDERSTANDING IT SIGNED WITH THE UNITED STATES AT THE END OF JUNE. EVEN BEFORE TRUMP DECIDED TO END THE MEMORANDUM OF UNDERSTANDING AND LAUNCH A NEW ROUND OF ATTACKS AGAINST IRAN。

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The Speaker of the Iranian Parliament said that he would not surrender and that if the United States were to “underbelief” it would be fully defensive

On 11 July, the Speaker of the Iranian Parliament, Kalibaf, stated that Iran had never sought war but would never yield to external pressure. According to Kalibaf, prior to the recent outbreak of conflict, the United States, Israel and NATO believed that Iran could be forced to surrender within days, but ultimately failed to achieve its goal. He stated that the United States had sought a ceasefire because of economic, political and public pressure. He emphasized that Iran did not trust the United States and that it was only when it was ready for war that it was eligible to negotiate with the United States. If the United States “renounces the memorandum of understanding between the two sides”, Iran will be ready for “full defence” and will firmly defend its national interests. Kalibaf said that the international community wanted an end to the war, but anyone should know that the conflict would not end with Iran ' s surrender。

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Analyst: Rumours about the closure of critical food corridors in Russia are the primary focus of traders

On 11 July, in the context of the widely perceived neutral impact on the market of the World Report on Supply and Demand for Agricultural Products, traders' attention turned to the latest developments in the war between Russia and Ukraine. Rumours about Russia's closure of key food corridors are the primary focus of traders. In a report, StoneX analyst Arlan Suderman states: “The main situation remains that, as a result of the closure of the Strait of Kerch, there were some risk premiums in the wheat market before the end of the weekend”. Following the escalation of Ukraine ' s attack on Russian energy facilities, there was a possible closure of key export infrastructure. The Russian response to the risk of disrupting the supply of wheat in Ukraine is also a concern for traders. The wheat futures rose by 3.4 per cent。

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KK HERCULES CEO: THE MEMORY CHIP SHORTAGE MAY CONTINUE BEYOND 2030

ON 11 JULY, THE CHIEF EXECUTIVE OFFICER OF SK HERCULES, GUOLU, INDICATED THAT THE SHORTAGE OF MEMORY CHIPS CURRENTLY PLAGUING THE COMPUTER, CAR AND EQUIPMENT MARKETS WAS LIKELY TO CONTINUE BEYOND 2030. GUERO IS SAYING THAT CLIENTS ARE SIGNING LONG-TERM CONTRACTS BECAUSE THEY “THINK THAT THE SHORTFALL WILL LAST LONGER”. THE COMPANY AND ITS ASSOCIATES — SAMSUNG ELECTRONICS AND LIGHT TECHNOLOGY — HAVE BECOME THE MAIN BENEFICIARIES OF ARTIFICIAL INTELLIGENCE. LARGE-SCALE EXPENDITURES BY DATA CENTRE OPERATORS HAVE CONTRIBUTED TO THE DEMAND FOR TRADITIONAL MEMORY AND A NEW TYPE OF HIGH BANDWIDTH MEMORY. THIS ACQUISITION MADE IT MORE DIFFICULT TO MEET THE WIDESPREAD DEMAND FOR THE STORAGE OF CHIPS, RESULTING IN SHORTAGES IN AREAS SUCH AS COMPUTERS, MOBILE PHONES AND CARS. ACCORDING TO GOLU, THE ANALYSIS OF SK HERCULES INDICATES THAT THIS SHORTFALL MAY CONTINUE INTO THE NEXT DECADE. CLIENT SIGNALS ALSO INDICATE THAT IT IS EXPECTED THAT SUFFICIENT MEMORY CHIPS WILL NOT BE AVAILABLE FOR SOME TIME TO COME。

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PRESIDENT NASDAQ: THE SK HERCULES FIRE HAS PAVED THE WAY FOR MORE OVERSEAS LISTINGS

ON 11 JULY, NELSON GRIGGS, PRESIDENT OF NASDAQ, STATED THAT THE SK HERCULES FIRE HAD PROMPTED OTHER INTERNATIONAL ENTERPRISES TO CONSIDER A FIRST PUBLIC EQUITY IN THE UNITED STATES OR THE SALE OF UNITED STATES DEPOSITORY CERTIFICATES. GRIGGS NOTED THAT FOREIGN ISSUERS INTERESTED IN ENTERING THE UNITED STATES MARKET COULD BE DIVIDED INTO TWO CATEGORIES: ENTERPRISES THAT HAD NOT YET BEEN LISTED AT AN EARLY STAGE IN ANY MARKET, AND MATURE ENTERPRISES THAT ALREADY HAD LOCAL LISTINGS AND WERE CONSIDERING THE ISSUANCE OF ADDITIONAL UNITED STATES DEPOSITORY CERTIFICATES (ADRS)。

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IN JUNE, THE U.S.C.I. MAY HAVE FALLEN BECAUSE OF THE PRICE OF GASOLINE

IN A REPORT DATED 11 JULY, THE US-SMALL SECURITIES ANALYST INDICATED THAT THE OVERALL CPI IN THE UNITED STATES COULD DECLINE BY 0.09 PER CENT IN JUNE, PARTLY DUE TO A SIGNIFICANT DECLINE IN GASOLINE PRICES. THEY ADDED, HOWEVER, THAT THE CORE INFLATION RATE SHOULD REMAIN AT 0.28 PER CENT OR 2.9 PER CENT ABOVE THE RING, PARTLY BECAUSE THE DEMAND ASSOCIATED WITH THE WORLD CUP WAS PUSHING UP SERVICE INFLATION. “BASED ON THIS PROJECTION, WE EXPECT THAT THE CORE PCE WILL AGAIN BE SLIGHTLY STRONGER THAN THE CPI.”

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BLOOMBERG: SK HERCULES ADR EXPECTS THE OPENING PRICE TO TOUCH $175, ABOUT 17% HIGHER THAN THE RELEASE PRICE OF $149

ACCORDING TO BLOOMBERG, THE MARKET PRE-MARKET OFFER SHOWS THAT AS OF 9.56 A.M. NEW YORK TIME THIS FRIDAY, THE EXPECTED OPENING PRICE OF THE SK HERCULES AMERICAN DEPOSITORY CERTIFICATE (ADR) HAS TOUCHED APPROXIMATELY $175, ABOUT 17 PER CENT HIGHER THAN THE ISSUING PRICE OF $149. THE PREVIOUS RELEASE OF AN ADR OF $26.5 BILLION BY SK HERCULES HAD CREATED A RECORD LEVEL OF FOREIGN-OWNED FINANCING ON THE UNITED STATES MARKET, WHICH MIGHT BE AN IMPORTANT INDICATOR FOR GLOBAL INVESTOR OBSERVATION OF THE AI SEMICONDUCTOR BOOM. MAINTAINING A STRONG TREND AFTER LISTING MAY ALSO FURTHER INCREASE THE ATTRACTIVENESS OF ASIAN SCIENCE AND TECHNOLOGY ENTERPRISES TO FINANCE THROUGH UNITED STATES CAPITAL MARKETS。

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United States dollars and silver: Investors raise their stakes on the British Central Bank interest rate because the UK is sensitive to oil prices

On 10 July, after a new wave of tension in the United States and Iraq led to an increase in oil prices, investors this week raised expectations of a British Central Bank interest rate hike in 2026. In a report, American bank strategists stated that the United Kingdom remained highly sensitive to global oil price shocks, which led investors to re-pricing interest rate expectations. According to data from the London Stock Exchange Group, the current market reflects expectations for a total of 27 basis points for the British Central Bank this year, up from 20 basis points a week ago. Kim Xian

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Mask: Humans will be sent to Mars in five years to build urban orbital data centres on the Moon called "Star Brain"

On 10 July, according to Red Star News, Mask said on personal social media that “as long as we achieve our goals, SpaceX's value will outweigh the total value of everything else on Earth”. Just two days ago, in a podcast show, Mask revealed that SpaceX would be on the moon in the next two to three years, that the first humans would be on Mars in the next five years, that a “functional and self-sufficient” city would be built on the surface of the moon in 10 to 12 years, and that thousands of people would land on Mars. Turning to the vision of the future, Mask stated that the long-term goal of the future was to make space travel work for the general public and to make the dream a reality for anyone who wanted to go to the Moon or Mars. While the size of the satellite has expanded, SpaceX has launched a plan to transfer computing capabilities outside the Earth. Mask has introduced the concept of an orbital data centre network of millions of satellites, recently named the “Star Brain”. SpaceX describes this orbital data centre as “the most effective way to meet the surge in artificial intelligence computing power needs”. “The way to expand computing capabilities without taking over the planet's resources is in space. In this way, there will be no need to occupy the Earth's energy, water and land, and you can do it in space.”

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The U.S.-encrypted currency concept unit went up, and Strategy went up by over 3 per cent

On 10 July, the U.S. stock market ' s secure currency concept unit went up, including a growth of over 11 per cent for the hearing chain group, a 7 per cent increase for the Circle, a 4 per cent increase for Kanantech, SharpLink, a 3 per cent increase for Strategy and a nearly 2 per cent increase for Coinbase. Bitcoin rose by more than 2 per cent to $64695.9 per item on the disk today, the second day in a row。

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The United States is in contact with Qatar to intensify diplomatic efforts

On 10 July, according to the American Broadcasting Corporation, a source familiar with the discussions reported that United States Vice-President Vance and United States Special Envoys Whitkov and Kouchner had been in contact with Qatari officials this week, following a dramatic escalation of attacks between the United States and Iran this week. It is not yet clear how much progress has been made on Friday, and Qatar, Pakistan and other national mediators are working to defuse the tension caused by Iran ' s attack on ships in the Strait of Hormuz earlier this week. In response, the United States launched an intensive strike against at least 170 targets in two days, which led to a new Iranian attack against its allies in the Persian Gulf. Iran has also confirmed that discussions are under way with the facilitator, but there is no indication of any new direct contacts between officials of the United States and Iraq. Kim Xian

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TRUMP REJECTED THE HOUSING BILL, AND THE CBDC INJUNCTION WILL BE MADE LAW

PRESIDENT TRUMP REFUSED TO SIGN THE HOUSING ACT 21, WHICH CONTAINED A PROVISION PROHIBITING THE UNITED STATES CENTRAL BANK DIGITAL CURRENCY (CBDC) TO 2031. IN SOCIAL MEDIA, TRUMP STATED THAT HE HAD DECIDED NOT TO SIGN THE BILL BECAUSE THE SENATE HAD NOT YET PASSED THE UNITED STATES RESCUE ACT, WHICH HE HAD REPEATEDLY APPEALED TO LEGISLATORS TO RATIFY. DESPITE TRUMP ' S REFUSAL TO SIGN THE BILL, THE HOUSING BILL WAS EXPECTED TO BECOME LAW BECAUSE HE HAD NOT FORMALLY VETOED IT. WHITE HOUSE OFFICIALS CONFIRMED THAT TRUMP DID NOT INTEND TO VETO THE BILL AND ALLOW IT TO COME INTO FORCE AUTOMATICALLY AFTER THE END OF THE CONSTITUTIONAL REVIEW PERIOD. A PART OF THE BILL HAS ATTRACTED PARTICULAR INTEREST IN THE ENCRYPTION INDUSTRY, AS IT WILL PROHIBIT THE FEDERAL RESERVE FROM ISSUING CBDC BY 2031。

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