Bit Mining：将把加密货币持仓转换为Solana。将筹集2亿至3亿美元用于Solana战略。 ...

In early June, Circle Internet Group (CRCL -1.64%) went public. It represents a new and exciting way to invest in crypto, with Circle having its own stablecoin, USDC (pegged to the U.S. dollar). It's one of the most popular stablecoins in circulation. And the money people pay for the coin enables Circle to then use those deposits to generate interest income. Not only is it a growth play in crypto, but its business model is also fairly safe -- Circle posted a profit last year.As a result, investors have been ...

智通财经7月10日电，美股加密货币概念盘前多数上扬，SharpLink Gaming涨超7%， Bakkt Holdings涨 超5%。 ...

金十数据7月10日讯，今日，港股三大指数全天震荡上行，收盘涨跌不一。截至收盘。恒生指数收涨 0.57%，恒生科技指数收跌0.29%，国企指数收涨0.83%。加密货币概念低开后震荡走高，国泰君安国际 (01788.HK)涨超8%；地产股午后大幅走强，融创中国(01918.HK)涨超13%，富力地产(02777.HK)涨超 11%；苹果概念今日回升，舜宇光学科技(02382.HK)涨超6%；除此以外，中资券商、物流、建材水泥、 内银、保险等概念股涨幅居前。新消费、黄金、锂电池、新能源车企等概念股日内走低。个股方面，耀 才证券金融(01428.HK)涨超25%，市值突破230亿港元；普星能量(00090.HK)认购HASHKEY- HOLDINGS-LIMITED优先股，收涨141%。 港股收评：恒指收涨0.57%，地产股午后爆发 ...

港股收盘，恒生指数收涨0.57%，恒生科技指数收跌0.29%；地产股午后大幅走强，融创中国 (01918.HK)收涨13%；加密货币概念连日上涨，国泰君安国际(01788.HK)收涨10%；耀才证券金融 (01428.HK)涨超25%，市值突破230亿港元；苹果概念回暖，舜宇光学科技(02382.HK)收涨6%。 ...

市场对于特朗普式的"关税吓唬"开始脱敏。 7月9日，尽管特朗普宣布对巴西进口征收50%的关税，并向其他小型贸易伙伴发出关税通知，美股却在 科技股的带动下延续强势表现。 AI芯片供应商英伟达（NVDA.US）第2季开始发力，在接连超越苹果（AAPL.US）和微软 （MSFT.US）后，英伟达再与自己角力，连创新高后，其市值于7月9日一度突破4万亿美元，收市涨 1.80%，报162.88美元，市值3.97万亿美元。 美债整体走高，债息下降，其中美国10年期债券息率下跌6个基点，至4.34%，也有利于美股表现。 联邦公开市场委员会最新发布的会议纪要偏"鹰"，只有少数成员认为关税会对物价产生一次性影响，但 不会影响更长远的通胀预期，但大部分成员依然认为关税对通胀的影响将会持续很长一段时间。 因此，美联储对于接下来的货币政策走向出现了分歧，但大致上分为三个阵营：1）7月份议息会议降 息；2）全年维持利率不变；3）7月不降息，但今年剩余时间仍会降息。第三阵营占主流。 那么，市场怎么看？ 见下图，CME美联储观察显示，今年内降息50个基点的预期占主流，占了42.91%，与公布议息纪要前 一日的比例相若，不过降息75个基点的 ...

Core Viewpoint - Bitcoin price surged to a historical high of $112,052.24, driven by a strong rebound in technology stocks led by Nvidia, with a closing price around $110,947.49 [1][2] Group 1: Bitcoin Market Dynamics - Bitcoin's price is closely tied to overall market sentiment, often rising when investors show increased risk appetite and invest in growth assets [2] - In Q2, the number of companies purchasing Bitcoin exceeded the net inflow of Bitcoin ETFs, indicating strong institutional interest [1] - Despite a narrow trading range in recent weeks, Bitcoin's cumulative increase over the past month was approximately 2% [1] Group 2: Future Outlook - There is widespread expectation that Bitcoin will continue to reach new highs in the second half of 2024, as more companies incorporate Bitcoin into their financial reserves and U.S. Congress moves closer to passing cryptocurrency regulatory legislation [2] - The upcoming "Cryptocurrency Week" in Washington and a generally optimistic market sentiment could push Bitcoin prices to $120,000 or higher [2] - The current open interest in call options significantly exceeds that of put options, suggesting a bullish sentiment among traders [2]

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating various companies experiencing notable gains due to specific events or developments. Hong Kong Market Highlights - Li Auto (02015) saw a rise of over 3% as the launch of the Li i8 is set for July 29 [1] - Chinese banks experienced gains, with Zhengzhou Bank (06196) up 6.06%, Minsheng Bank (01988) up 4.97%, CITIC Bank (00998) up 3.24%, and Industrial and Commercial Bank of China (01398) up 1.8% [1] - Jiuyuan Gene (02566) increased by over 6% following the approval of its drug by the National Medical Products Administration [1] - Conant Optical (02276) rose over 6% as its net profit is expected to increase by over 30% year-on-year [1] - Puxing Energy (00090) surged over 220% after acquiring equity in HashKey Holdings Limited, entering the digital asset finance sector [1] - Blucube (00325) saw a rise of over 8% as it faced its first share unlock, with an accelerated pace of new product launches [1] - InnoCare Pharma (02577) rose over 5% as TSMC exited the GaN business, prompting cornerstone investors to extend their lock-up period [2] - Jitu Express (01519) increased over 4% due to strong package volume performance in Southeast Asia [2] - Apple-related stocks saw gains, with Cowell (01478) up 5.14%, Sunny Optical (02382) up 4.99%, BYD Electronics (00285) up 4.67%, and AAC Technologies (02018) up 1.89% [2] - From Yuzhi Agriculture (00875) surged over 13% as the company aims to build a comprehensive modern agriculture flagship group [2] - Fenbi (02469) rose over 5% following an upgrade to its AI question-answering system, which is expected to drive performance growth [2] - E-Surfing (02550) increased over 16% after Barclays acquired a 280 million stake and partnered with Huawei Cloud [2] - Cryptocurrency ETF and related stocks rose, with New Fire Technology Holdings (01611) up 10.82%, Xiong'an Technology (01647) up 10.23%, and others [2] - Superstar Legend (06683) surged over 20% as Jay Chou joined Douyin, gaining over 10 million followers [3] - Cornerstone Pharmaceuticals (02616) rose over 4% after its drug production application was approved by NMPA [3] - Longguang Group (03380) opened over 4% higher as its debt restructuring plan was approved by creditors [3] - Saijing Technology (00580) opened over 8% after announcing a projected net profit of approximately 90 million, a 167% year-on-year increase [3] - Derin Holdings (01709) opened nearly 15% higher as it plans to tokenize up to 500 million HKD in assets for distribution to shareholders [3] US Market Highlights - Deutsche Bank (DB.US) rose over 3% as it restructures its wealth management business in Germany to improve profitability [4] - UnitedHealth (UNH.US) fell over 1% amid reports of a US Department of Justice investigation into its medical insurance billing [4] - Futu Holdings (FUTU.US) increased over 9% after Morgan Stanley raised its target price to 160 USD [4] - Boeing (BA.US) rose over 3% as June aircraft deliveries reached an 18-month high [4] - Meta (META.US) increased nearly 2% as it reportedly invested 3.5 billion USD to enhance its AI smart glasses business [4] - Nvidia (NVDA.US) rose nearly 2%, reaching a historic high with a market capitalization of 4 trillion USD [4] - Microsoft (MSFT.US) hit a historic high with a market capitalization of 3.74 trillion USD, following an upgrade from Oppenheimer [4]

Group 1 - Morgan Stanley upgraded Futu Holdings' rating, believing that its cryptocurrency business is expected to become a growth engine for the coming years [1] - The firm forecasts a 27% average annual profit growth for Futu from 2025 to 2027, driven by strong potential in its cryptocurrency operations in Hong Kong, Singapore, and the U.S. [1][18] - Futu's comprehensive licensing advantages and strong brand trust position it well to capture significant market share in the rapidly growing cryptocurrency trading market [1][9] Group 2 - The global cryptocurrency market is experiencing significant growth, with its market capitalization increasing from under $2 trillion at the beginning of 2024 to approximately $3.4 trillion currently [4][6] - Regulatory developments, such as the approval of a spot Bitcoin ETF by the SEC in January 2024, have been key drivers of market growth [6][7] - Futu has obtained a brokerage license in Hong Kong and a VATP license, positioning it among the first regulated financial companies in the market [9] Group 3 - Futu has built a strong customer base and brand trust, with 2.4 million active accounts and customer assets reaching HKD 829 billion in Q1 2025 [10] - The company's one-stop platform integrates various asset classes, lowering entry barriers for new investors [10][14] - The expected contribution from cryptocurrency trading could significantly enhance Futu's revenue, with projections indicating an additional HKD 34 billion from spot trading alone by 2027 [14][16] Group 4 - Futu's current forward P/E ratio is approximately 15 times, slightly above the average of 14.3 times over the past four years, yet analysts believe the stock remains undervalued [2] - The target price for Futu has been raised from $140 to $160, with a projected forward P/E of 20 times by 2026 [2] - Compared to U.S. retail broker Robinhood, which has a forward P/E of 63 times, Futu's valuation appears attractive [2]

图片来源： a16z Z Highlights Marc Andreessen 与 Ben Horowitz 是 a16z 联合创始人，长期在硅谷风险投资界引领技术叙事、推动公司演化， Erik Torenberg 为 a16z 普通合伙人，主持本 场对谈。本次对谈录制于 2025 年 a16z LP 峰会现场，聚焦 a16z 如何应对 AI 浪潮、重塑风投模型与媒体影响力。 a16z 第一阶段：用 " 产品思维 " 重塑风险投资 Erik Torenberg ： 欢迎来到 Marc 和 Ben 的现场访谈。我们最喜欢的风险投资 " 夫妇 " 又来了。说他们是 " 夫妇 " 是有点玩笑成分的，他们的关系并不总 是那么和谐，浪漫更是早已消散 —— 但这正是我们喜欢看的。好吧， Ben ，我们来聊聊公司的发展。你最近提到，自从 2009 年公司创立以来，整个风险 投资行业经历的变化，比此前 30 年还要剧烈。那你说说看，我们公司的 " 第一幕 " 和 " 第二幕 " 分别是什么？ Ben Horowitz ： 我们现在正处在什么位置？第一幕嘛，其实我们进入的，是一个几十年来从未真正发生变化的风险投资行业。风险投资 ...