Goldman up the Paypal target to $48
On 10 July, Goldman Sachs increased Paypal's target price from $41 to $48, maintaining a “sale” rating。
View DetailsFlash News
Auto-synced blockchain, market and macro-finance updates
Cheonan transferred 1,050 BTCs to Ceffu, 30 days long, about 3,000
According to data monitoring on the Nansen chain, the currency was transferred 1,050 BTCs (approximately $67.1 million) to the Cefu address 12 minutes ago. During the past 30 days, coins have been transferred cumulatively to Cefu by more than 12 transfers, amounting to approximately 3,000 BTCs, with a total value of approximately $192 million. Ceffu, formerly Binance Custody, is the institutional-level digital asset hosting platform under the banner of Money and Security。
View DetailsThe U.S. has a military agenda to turn the Holmuz dispute into an overall security pressure on Iraq
Zeidon Alkinani, Founding Director of the Arab Perspective Institute, stated: “It is clear that the Strait of Hormuz and its associated situation will become more complex,” and “I believe that Iran intends to strengthen its sovereignty around the Strait — that is, to acquire more sovereignty than it did before the war. The United States, for its part, seeks both to contain this expansion and to easily further infiltrate its influence into the Strait of Hormuz.” He added that both sides had ignored the economic and trade dynamics around the Strait of Hormuz and had focused on their respective military influence. “The United States intends to ensure that any challenge to its presence in the Straits of Hormuz eventually turns into a direct security threat to Iran. This is a clear military strategy: to ensure that conflicts or disputes are not limited to the narrow area of the Strait of Hormuz, but place the Iranian State itself at immediate security risk.” Kim Xian
View DetailsMeta's up 1.3% on top of the first-paying big model is only a quarter of Anthropic
On 10 July, Meta (META.US) rose by 1.3 per cent to $639.47. Meta Platforms released the state-of-the-art artificial intelligence model, Muse Spark 1.1, and for the first time launched a fee-paying version for developers. Zuckerberg revealed that Meta API priced about one quarter of the official price of top models of the same kind as OpenAI and Anthropic. The developer can use the model free of charge within a certain amount, exceeding the prescribed Token quota for payment。
View DetailsGOLDMAN SACHS KING'S ARMY: HONG KONG'S YEAR-ROUND IPO FUNDING IS EXPECTED TO HIT $60 BILLION TO A RECORD HIGH
ON JULY 10, HONG KONG’S IPO MARKET WAS BOOMING IN THE FIRST HALF OF THIS YEAR, AND WANG YAA, THE STOCK CAPITAL MARKET MANAGER IN GOLDMAN SACHS ASIA (EXCEPT JAPAN), AT A MEDIA EXCHANGE, STATED THAT HE HAD CONFIDENCE IN THE IPO MARKET AND THAT, WITH STRONG PROJECT RESERVES AND MULTIPLE PROFITABILITY, THE IPO FUND-RAISING IN THE SECOND HALF OF THE YEAR WAS EXPECTED TO CONTINUE TO BE HOT AND EVEN MORE THAN IN THE FIRST HALF OF THE YEAR, WITH AN ANNUAL IMPACT OF $60 BILLION (APPROXIMATELY HK$46.8 BILLION) ON THE RECORD. ACCORDING TO WANG YAJUN, THE HONG KONG MARKET IS NOW FULLY IN THE NEW STAGE OF DEVELOPMENT LED BY AI, “THE MOST DYNAMIC THEMES AND STOCKS, THE BEST PERFORMING AND MOST FINANCED, ARE ALL RELATED TO AI”. IN RESPONSE TO THE MARKET-HOT ISSUE OF AI FOAM, HE SAID THAT BOTTOM DEMAND WAS AT THE HEART OF THE INDUSTRY ' S OUTLOOK AND THAT THE CURRENT MERE DEBATE ABOUT WHETHER FOAM EXISTED WAS NOT MEANINGFUL。
View DetailsSB: HIGH BANDWIDTH MEMORY (HBM) DEMAND IS EXPECTED TO INCREASE BY A FURTHER 77 PER CENT IN 2026 COMPARED TO 9027
On 10 July, according to the Monthly Report on Storage Chips released by the SBG in July, monthly sales reached a record $74.6 billion, an increase of 31.7 per cent in the ring. The Bank indicated that, as demand for artificial intelligence (AI) continued to grow and long-term supply agreements (LTA) negotiations were still ongoing, the market cycle for the storage of chips was “deeper” and structural supply shortfalls would continue at least until mid-2028. Overall, the Bank expects total revenue from the chip storage industry to reach $992 billion for the year 2026. By 2027, this figure is expected to almost double to $1.76 trillion. The Bank noted that the main driving force behind this growth was the high bandwidth memory (HBM), a DRAM dedicated to artificial intelligence accelerators (e.g. GPU in England). The Bank predicts that the demand for HBM will increase by 90 per cent in 2026 to approximately $33.1 billion Gb. Demand is projected to increase by a further 77 per cent to approximately 58.7 billion Gb in 2027. Kim Xian
View DetailsThe HYPE whale qianbaidu.eth floats above $4.78 million and retraces 2.34 million for HYPE
According to chain data monitoring, qianbaidu.eth, where 61,032 HYPEs (approximately $4.16 million) are currently held, earned $4.78 million. The address, which was filled with US$ 2.34 million a few minutes ago, was placed on the bid limit list at an increase of US$ 68.10 for 34,489 HYPEs, and some of the orders are now in order。
View DetailsANALYST: SK HERCULES PUT CONFIDENCE IN AI HARDWARE INVESTMENTS ON THE AMERICAN MARKET
On 10 July, Dickmill Group analyst Patrick Munnelly stated that the sale of $26.5 billion of SK Hercules certificates was expected to contribute to the funding of his AI computing infrastructure investment. “This is exactly the story that stock investors want to see in the fiscal season — not an abstract AI passion, but financing, expansion of capacity, data centre needs and hardware bottlenecks,” he notes. He added that investors were willing to re-purchase Hercules and the Korean chip plate, indicating that they still saw AI prosperity as a structural trend, not just a dynamic trade. The Republic of Korea remains one of the clearest indicators of the risk preferences of AI hardware, with clear signals that AI is still present at a low-buyer. If anything, recent reversals have created clearer entry points for investors who believe that the financial report will validate the capital expenditure cycle. Kim Xian
View DetailsCodexField is suspected of Rug Pull, official X account and network no longer visible
On 10 July, the official X account number of the Codexfield project on BNB Chain was cancelled and the official network is no longer visible. Yesterday, a chain investigator, Specter, issued a community security alert warning of the potential misappropriation of funds for the Codexfield project on BNB Chain. The chain tracking showed that the project had generated over $85 million in funding. Investigator Specter found financial flows in the abnormal chain。
View DetailsMetaplanet Joint JPYC and Promat launched the Bitcoin Support Digital Credit Product Study
Bitcoin Reserve Corporation Metaplanet in Japan announced that JPYC and Promatt, under the umbrella of the United Nations, had jointly launched a feasibility study on bitcoin to support digital credit products. The product will support a 7x24-hour round-the-clock trading and daily interest-bearing mechanism, integrating bitcoin, JPYC and securities-type token (ST) chain-based credit systems. Metaplanet currently holds approximately 40,000 BTC reserves, and recently completed its acquisition of Siiibo, the securities platform, which continues to set up financial products like bitcoin proceeds in Japan。
View DetailsTrump will be attending a closed-door policy meeting on Friday or in connection with the situation in Iran
According to the public agenda of President Tripp, organized by Roll Call Factbase, United States President Trump will attend a closed-door policy meeting on Friday to address growing tensions with Iran. The meeting will take place at 1.30 p.m. local time (11:01.30 Beijing time) at the Ellipse Office. At 3 p.m. (11 a.m. Beijing time) Trump will attend the inauguration of the Special Representative for the Defence of the Interests of United States Landowners. Kim Xian
View DetailsANALYSIS: ARBITRAGE OPPORTUNITIES FOR SK HERCULES AMERICAN AND KOREAN STOCK PRICES LITRES WEN
FOREIGN MEDIA ANALYSIS REPORTS THAT IN LARGE IPOS, IPO PRICES ARE USUALLY REDUCED TO ATTRACT INVESTORS. SK HERCULES, HOWEVER, SUCCESSFULLY COMPLETED HIS RELEASE AT A PRICE ABOVE FACE VALUE. THE ANALYSIS CONCLUDED THAT THIS WAS DUE TO THE HIGH LEVEL OF RECOGNITION IN GLOBAL FINANCIAL MARKETS OF THE COMPANY ' S LEADING POSITION IN HBM AND THE NEXT GENERATION OF REPOSITORIES, WHICH RESULTED IN OVERSUBSCRIBEMENT. THE 40 TRILLION WON RAISED THIS TIME WILL BE FULLY USED TO DRIVE THE EXPANSION OF COMPANIES IN THE GLOBAL AREA OF ARTIFICIAL INTELLIGENCE. MOST OF THE FUNDS WILL BE USED FOR THE CONSTRUCTION OF STATE-OF-THE-ART CONTAINMENT PRODUCTION BASES IN INDIANA, UNITED STATES, AND FOR THE DEVELOPMENT OF THE NEXT GENERATION OF ARTIFICIAL INTELLIGENT STORAGE SEMICONDUCTORS. AS THE US DOLLAR ADR PRICE IS HIGHER THAN THE PRICE OF ORDINARY SOUTH KOREAN EQUITIES IN THE CONTEXT OF HIGH EXCHANGE RATES, THIS IS EXPECTED TO PUT AN UPWARD PRESSURE ON SK HERCULES ' SHARE PRICES IN THE KOSPI MARKET IN THE SHORT TERM. THE ANALYSTS ALSO INDICATED THAT THE SYNCHRONIZATION OF STOCK PRICES COULD BECOME MORE EVIDENT AS ARBITRAGE BETWEEN THE UNITED STATES AND KOREAN STOCK MARKETS INCREASED. KIM XIAN
View DetailsGivtrade analyst: The gold price outlook remains positive
In a comment on 10 July, Givtrade analyst Waleed stated that the gold outlook remained optimistic. He noted that gold was currently in the “complex mix of risk avoidance needs and interest rate pressures”. “The broader gold outlook is still underpinned by geopolitical shocks, the diversification of central bank assets and the need for portfolio protection.” He added, however, that further increases might require softer United States labour market data, lower real rates of return or higher geopolitical risk premiums。
View DetailsYUN HIN TECHNOLOGIES: THE COMPANY IS NOT DIRECTLY INVOLVED IN THE PRODUCTION OF AI CHIPS
On 10 July, investors on the interactive platform asked Yun Hintech what was the company ' s production of AI chips? Yunhing Technology responded that the company ' s main business was the distribution and application design services for smart terminal soc chips, wireless chips, audio and video sensors. The company is not directly involved in the production of the AI chip, and the specific operations are subject to the company ' s disclosed periodic reports and announcements。
View DetailsZUCKERBERG RETURNS TO THE XMASK BARRIER THREE YEARS LATER. COMMENTARY
On 10 July, last night, the Meta Super-Intelligence Laboratory released its strongest multi-mode reasoning model, Muse Spark 1.1. Mark Zuckerberg, founder and CEO of Meta, simultaneously wrote on X to promote the model. This is the first time that Zuckerberg has written on X in three years. There's an Internet show where we don't know Zuckerberg or X. Mask also came and left “Jinx” in Zuckerberg's comment area。
View DetailsHong Kong's chip stock collapsed, leading to a 20 per cent drop in innovation and a 9 per cent drop in technology
On 10 July, there was a collective setback in the Hong Kong Unit ' s chip unit, with a 20 per cent drop in the mega-innovation, over 18 per cent in the day core, over 12 per cent in the micro-chip, over 9 per cent in the technology, over 7 per cent in the national technology, 6 per cent in the wall tectonics, Ennosyco, Long Light Chip, Saints ' shares, and nearly 5 per cent in the China-Chip International。
View DetailsDutch International: The US-Iraq tension raised the ECB interest rate expectations, but the euro has limited uplink space
On 10 July, Francesco Pesole, an analyst of the Netherlands International Group, indicated that the recent military strikes between the United States and the Islamic Republic of Iran had raised the market ' s expectations of a further interest rate increase for the European Central Bank, but that there was limited room for the euro to benefit. He noted that the renewed escalation of the conflict had led to a retrenchment of the euro’s short-term swing margin against the United States dollar. “Although all this has injected new confidence into the previously declining European Central Bank interest rate hike expected in September, the euro’s strong path against the dollar has been rather narrow from this renewed escalation.” He indicated that the euro against the United States dollar on Friday might stabilize as the market awaited clarity, but there was a risk of falling back below 1.14. Kim Xian
View DetailsAbraxas Capital deposited approximately $140 million in tokens to the Spark agreement over the past 24 hours
On 10 July, on the basis of Onchain Lens monitoring, over the past 24 hours, Abrahams Capital deposited approximately $140 million in assets into the Spark agreement. 26,500 ETHs valued at $46.33 million 780 cbBTCs valued at $4.85 million USDS (formerly DAI) and USDT totalling $4.599 million
View DetailsHalf-conductor industry chain down 50% to over 5%
ON 10 JULY, THE A-MARKET SEMI-CONDUCTOR INDUSTRIAL CHAIN COLLAPSED, WITH A 50-DEGREE DROP OF OVER 5 PER CENT AND A 4 PER CENT DROP IN THE ENTREPRENEURSHIP PLATE. AMONG THE SHARES, TECHNOLOGY FELL BY MORE THAN 8 PER CENT IN THE MIDDLE, AND TECHNOLOGY FELL BY MORE THAN 7 PER CENT IN THE COLD, IRIS, MACRO, MEO-MICRO, MUSSEL AND MOOR LINES, LEADING TO A FALL OF MORE THAN 6 PER CENT IN TECHNOLOGY AND 5 PER CENT IN CHINA AND CHINA。
View DetailsBinance will be on the GEV, VRT, SNOW, and APP's four United States Equivalent Contracts
On 10 July, it was officially announced that the Binance Contract Platform would be on line 16:30 (Eastern Sector 8 Time) on 10 July 2026 (GEV) for the renewal of the USDT contract, 16:35 for the renewal of the Vertiv Holdings (VRT) USDT contract, 16:40 for the renewal of the Snowflake (SNOW) USDT contract, and 16:45 for the renewal of the Applovin (APP) USDT contract for the renewal of up to 25 times。
View Details