KOREA ' S KOSPI INDEX DROPPED BY 9% IN THE DAYTIME, REPORTING 6143.85 POINTS
KOREA ' S KOSPI INDEX FELL BY 9 PER CENT IN THE DAYTIME, REPORTING 6143.85 POINTS. SK HERCULES FELL OVER 12 PER CENT AND TRISTAR ELECTRONICS OVER 10 PER CENT。
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The United States Senate has suspended consideration of CLARITY Act and has focused its agenda resources on other matters
On 28 July, CoinDesk reported that, according to a schedule set by the majority leader John Thune, the United States Senate would move on to a number of other matters, starting with the nomination process and a sanctions bill against Russia, during the debate on the details of the CIA Act. This means that the Senate is unlikely to move forward with the CLARITY Act until other matters have been resolved or the deadline has expired, which may take several days。
View DetailsHan fell, twice as much as Hercules fell 21%, twice as much as three-star electronics fell 17%
On 28 July, there was a collective setback in the storage chip unit of the port stock market, in which two times more than Hercules fell by 21 per cent in the south, two times more than three stars by 17 per cent in the south, and 11 per cent more than in the case of mega-innovation and 9 per cent more in technology. During the night, the U.S. stock chip unit suffered a severe setback that triggered a chain reaction that slowed down the entire Japanese-Korean stock market today. The Republic of Korea combined index fell by over 8 per cent, Hercules by 11 per cent and Tristar by 9 per cent. In the news, the fact that Yin Weida is not only working with the SK Group on $500 billion AI, but is also exploring the provision of up to $250 billion in financing guarantees for OpenAI has rekindled the market’s doubts about the logic of the cash flow of capital expenditure in AI. The five-year CDS single-day rise of 14bp to 82bp was the largest in history. The market is aware that Young Wida is no longer a risk-free, lying “pure forklifter”, but is downgraded to a hidden limitless liability guarantor on the entire AI radical debt chain. Once downstream AI applications are not realized as expected, Yvette will be forced to take on the deadly risk of associated debt。
View DetailsPORT UNIT STORAGE CONCEPT UNIT ADJUSTED LOW, DOUBLE THE SOUTH TO DO MORE THAN HERCULES (07709.HK)
ACCORDING TO INFORMATION RECEIVED ON 28 JULY, THE CONCEPT OF STORAGE UNIT IN THE PORT UNIT WAS ADJUSTED TO A LOW LEVEL, WITH DOUBLE THE NUMBER OF MULTI-HYRUS (07709.HK) AND DOUBLE THE NUMBER OF THREE-STAR ELECTRONICS (07747.HK) IN THE SOUTH FALLING BY ALMOST 15 PER CENT, WHILE THE MEGA-INNOVATION (03986.HK) FELL BY 8 PER CENT AND THE TECHNOLOGY (06809.HK) FELL BY NEARLY 7 PER CENT. KIM XIAN
View DetailsHONG KONG FOUNDATION IN BERMUDA, SWITZERLAND, HAS REDUCED SK'S POWER IN RECENT WEEKS. TAXI
On 28 July, a fund in Hong Kong, Bedda, Switzerland, reduced its SK Hercules in recent weeks. Andy Wong, the company’s multi-asset manager, stated that the current debate was focused on whether or not the chip was being stored in too much interest, and that the market would like to see certain elements that would reverse the perception that “SK Hercules took too much profit from the supply chain”。
View DetailsAriyun's real-touch point fits Kimi K3
On 28 July, according to Ariyun, the example of the Aliyun ' s M890 supernodes has been adapted to Kimi K3 by Day0, and the two sides will further develop their cooperation in national production and will also provide a model API for Kimi K3 as well。
View DetailsThe decline in the Na-Fi futures increased to 0.5 per cent, while the Standard 500 futures fell by 0.2 per cent
The decline in the Nai-Fi futures increased to 0.5 per cent, while the Standard 500 futures fell by 0.2 per cent。
View DetailsKOREA KOSPI INDEX TRIGGER MELTING
ON 28 JULY, THE KOREAN EXCHANGE SUSPENDED THE TRANSACTION FOR 20 MINUTES BECAUSE OF THE 8 PER CENT DROP IN THE KOSPI INDEX。
View DetailsKOREA IS COMMITTED TO TAKING MORE MEASURES TO CURB THE NEED FOR LEVERAGE ETF
On 28 July, Lee Eog-weon, Chairman of the Korea Financial Services Commission, stated that, if the latest restrictions failed to achieve the desired results, the Republic of Korea would be prepared to take additional measures to discourage investors ' demand for leverage ETF, including setting investment limits for individual investors. In a statement, the Financial Services Commission indicated that, if these measures, which came into effect on 31 July, did not sufficiently contain demand, regulators would consider further tightening investment requirements. The Financial Services Commission also indicated that discussions were under way to expedite the process of increasing the minimum number of trading units previously planned. Lee met with investment managers on Tuesday to discuss leverage ETF. Options under consideration include requiring regular, mandatory online training, including simulation trade courses, and limiting individual investments to a specific percentage of total investment assets。
View DetailsIN JULY, THE JAPANESE ZHANG MAN FELL SIX TIMES IN A SINGLE DAY, OVER 10 PERCENT IN A SINGLE DAY
ON 28 JULY, ZHANG AGAIN SUFFERED A SERIOUS SETBACK ON TUESDAY, WITH EARLY-DISCOUNT STOCK PRICES FALLING BY ABOUT 17 PER CENT. IF THE DROP IS MAINTAINED UNTIL CLOSING, IT WILL BE THE SIXTH ONE-DAY DROP OF OVER 10 PER CENT IN JULY. FOR THE FOURTH TIME THIS MONTH, SK HERCULES RECORDED ONLY A 10% OR MORE SINGLE-DAY DROP. ALTHOUGH THE PERFORMANCE WAS RELATIVELY GOOD, THE PICTURE WAS DIFFICULT TO COMFORT INVESTORS WHO HAD BEEN FOLLOWING UP ON VARIOUS AI CONCEPTS A FEW WEEKS AGO。
View DetailsCEO WONG IN-HOON: THE SEMICONDUCTOR INDUSTRY WILL GROW TENFOLD IN THE NEXT 10 YEARS
ON JULY 28TH, IN AN INTERVIEW WITH BLOOMBERG ON JULY 26TH, THE CEO WONG SAID THAT WITH THE SPREAD OF AI INTELLIGENCE AND ROBOTICS, THE FUTURE USE OF COMPUTERS WOULD NO LONGER BE HUMAN, BUT COULD INCLUDE 100 BILLION INTELLIGENTS AND BILLIONS OF ROBOTS. IN HIS VIEW, COMPUTERS WERE MOVING FROM "MAN-MADE" TO "AI" AND MACHINE-MADE, WHICH WOULD RADICALLY CHANGE THE DEMAND FOR THE SEMICONDUCTOR INDUSTRY. HUANG IN-HOON PREDICTS THAT THE GLOBAL SEMICONDUCTOR INDUSTRY MAY NEED TO BE EXPANDED 10 TIMES AS LARGE AS IT IS TODAY OVER THE NEXT 10 YEARS. TO THIS END, WEI DA IS WORKING WITH SOUTH KOREA AND GLOBAL PARTNERS TO ADVANCE THE HBM ROAD MAP AND EXPAND THE SEMICONDUCTOR SUPPLY CHAIN。
View DetailsAliyun: Kimi K3 is online on Aliwan platform
Aliyun: Kimi K3 is on the Aliwan platform。
View DetailsTHE EVAPORATION OF THE SK HERCULES MARKET VALUE OF $470 BILLION IN STORAGE CHIP HEAT CRACKS
On 28 July, in just over a month, the market value evaporated at $470 billion, and SK Hercules moved from being one of the world ' s most popular trades in AI to being a problem in the portfolio. Owing to investors ' concerns about the overcrowding of AI-themed transactions and the sharp increase in volatility caused by leverage trading, the share price of this Korean storage chip giant fell by about 38 per cent over the historical highs of June. During this period, the market value of SK Hercules was downsized by SpaceX on a global scale. As artificial intelligence heat drives the increase in the price of chips, SK Hercules again announces a record quarterly performance on Wednesday, but investors are becoming more cautious about the rising cost of storing chips, which may force users to reduce their use and shift to cheaper alternatives。
View DetailsThe Japanese stockman's stock price is down 18%
A sharp drop of 4.00 per cent in days after 225 days is reported at 62320.32 points. The Japanese stockman's share price is down 18 percent。
View DetailsThe political test of the Bulkerbitcoin strategy in El Salvador with the emergence of opposition candidates for the 2027 general elections
On 28 July, it was reported by BeInCrypto that the two main opposition parties in El Salvador had officially nominated candidates for the presidential elections in February 2027: the Union des républicains (ARENA) for former Member of Parliament Maytee Iraheta and the Frente Farabundo Martí para la Liberación Nacional (FMLN) for doctors and union leaders Rafael Aguirre. Both candidates clearly rejected the Bulker Bitcoin strategy and characterized it as a financial failure. However, the support rate in Brkel is still high at 94 per cent, and its New Thoughts Party has completed its nomination, with a clear advantage for re-election. It is worth noting that El Salvador cancelled its status as a legal currency of bitcoin in February 2025, following a loan agreement of $1.4 billion with the IMF, and that the United States dollar was re-established as the only official currency, but the Government maintained its plan to purchase one bitcoin per day, reaching approximately 7,730 Bitcoins by 27 July。
View DetailsBelet issued $12.55 billion in Meta data centre bonds, yielding 7.53 per cent
On 28 July, Berber reported that the investment-grade bond of $12.55 billion issued by Beled for the Meta data centre project in El Paso, Texas, had risen during the Monday morning roll-out. The rate of return on the issuance of the bond was 7.53 per cent, 287.5 basis points higher than the United States Treasury debt, a level more common in the garbage debt market. At the issuance stage, the related bond subscriptions were approximately $20 billion, or 1.6 times the issuances, which is significantly below the average of about four times the level of the bond issue this year. However, higher rates of return eventually attracted investors, with bond yield spreads in secondary markets having narrowed to about 260 basis points higher than United States Treasury debt, down from 287.5 basis points at the time of issue. Recently, technology companies have been heavily engaged in large-scale bond financing, and the ability of investors to absorb new AI-related debt has been constrained. Science and technology bonds had previously been sold, and companies such as Alphabet continued to expand capital spending and possibly further debt, weakening the market ' s demand for newly issued bonds. The early performance of this bond in Beled contrasts with recent issuances by companies like SpaceX. Following the completion of SpaceX ' s first investment-grade bond issue in June, the related bond fell in the secondary market and investors were once faced with a large book loss。
View DetailsTwo-market financing balances increased by 10.25 billion yuan
On 28 July, the balance of the funds deposited was reported as $136,4315 million, an increase of $13,670 million over the date of the previous transaction; the balance of the funds deposited was reported as $13,396.2 million, a decrease of $3,645 million over the date of the previous transaction; and the total of the municipalities was $26,68,277 million, an increase of $10.25 billion over the date of the previous transaction. Kim Xian
View DetailsHan's share fell to over 7%
ON 28 JULY, KOREA ' S KOSPI INDEX DROPPED BY OVER 7 PER CENT, SK HERCULES BY OVER 10 PER CENT AND TRISTAR ELECTRONICS BY NEARLY 9 PER CENT。
View DetailsKalshi, Polymarket had a preliminary Federal Court injunction and Minnesota ' s forecast market ban was suspended
On 28 July, according to CoinDesk, United States District Court Judge Katherine Menendez ruled at local time on 28 July that Minnesota's state laws criminalizing the forecasting of market operations were likely to violate the Federal Commodity Transactions Act (CEA) and granted preliminary injunctions to Kalshi, Polymucket and the United States Commodity Futures Trading Commission (CFTC) to suspend the implementation of the state's laws. In the judge's view, the projected market contract was structured as a "reversible" product within the scope of the CFTC, federal law had priority over state law, and the three plaintiffs were "probably successful in a formal trial". Moreover, the judge stated that if the law was not suspended, it would cause "irreparable harm" to Kalshi and Polymarket. This preliminary injunction will continue until the final judgement in the case。
View DetailsArthur Hayes bought 3298 ETH again, with a cumulative increase of 7212.6 since 15 July
On 28 July, Arthur Hayes continued to buy 3,298 ETHs through FalconX and Galaxy Digital two hours ago, at a cost of 6.32 million USDCs on an off-site basis, according to the chain analyst's residual ashes monitoring. Since 15 July, Arthur Hayes has cumulatively spent 1.82 million USDCs and bought 7212.6 ETHs at an average cost of approximately $1916。
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