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Goldman Sachs: Maintains Nvidia ($NVIDIA ) target price of $285, valuation already reflects ASIC market share risk, chip pullback is buyable, but no longer a "basket buy"
Macro market analysis: Goldman Sachs notes the PHLX Semiconductor Index has significantly outperformed the S&P 500 and Nasdaq this year. Elevated valuations mean subsequent earnings cannot afford any missteps. Investors' allocation strategy should shift from "broad semiconductor index" to "sector-specific selection."
Nvidia fundamentals: Addressing market concerns over intensifying competition and customer self-developed chip

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Odaily Seer Prophet Channel monitoring shows that the probability of "Mbappé winning the 2026 World Cup Golden Boot" has risen to 48%, surpassing Messi, with a weekly increase of 22%; Messi's probability of winning the Golden Boot has dropped to 34%, falling to second place; Haaland, with a 13% probability, has surpassed Kane to rise to third place.
The World Cup knockout stage is about to conclude, and the Golden Boot race has now reached a critical turning point: Messi and Mbappé are tied for the top of the scoring chart with 7 goals each, but Mbappé leads in the World Cup Golden Boot ra

划重点！美股盘前要闻一览👀：SpaceX向“特朗普账户”捐赠股份，SK海力士启动赴美上市推介程序
Odaily星球日报讯 投资者需重点关注的美股市场财经要闻如下：
1️⃣、美三大股指期货涨跌不一
道琼斯指数期货跌 0.13%，标普 500 指数期货涨 0.41%，纳斯达克 100 指数期货涨 1.17%。
2️⃣、国际油价窄幅波动
WTI 原油期货价格跌 0.76%，报 68.167 美元/桶；布伦特原油期货价格跌 0.71%，报 71.605 美元/桶。
3️⃣、国际金银现货集体走低
现货黄金价格跌 0.69%，报 4145.79 美元/盎司；现货白银价格跌 0.66%，报 61.95 美元/盎司。
4️⃣、半导体研究机构 SemiAnalysis 发文指出英伟达 Kyber NVL144 机架架构或将遭遇延迟，该机构将其归结为“PCB 中板的制造工艺仍面临重大挑战”，并预计交付推迟至 2028 年。
5️⃣、博通将为苹果开发定制（ASIC）芯片产品，双方同意扩大技术协作至 2031 年。博通盘前涨超 4%。
6️⃣、SpaceX @SpaceX 公司总裁兼首席运营官将向“特朗普账户”捐出部分 SpaceX 股份，作为“投资美国”计划的一部分。
7️⃣、SK 海力士正式启动赴美上市的推介程序。本次 ADR 发行规模约为 280 亿美元，有望跻身全球历史上规模前三大 IPO。

Affected by the decline in the stock price, SK Hynix reduced the ADR issuance size from $29 billion to $28 billion, corresponding to an ADR price in the U.S. stock market of approximately $157.4 per ADR.
SK Hynix is currently quoted at $1,534 before the market opens.
💡 (U.S. stock split ratio: 10 ADRs = 1 common share in Korea)
Affected by the stock price decline, SK Hynix lowered the estimated proceeds to be raised from its American Depositary Receipt (ADR) issuance, but this adjustment does not affect the number of shares to be issued. The final pricing will still be determined throug

Can it be sold? I thought it was welded onto his body😂
Whoever buys and wears this jacket, does it come with a "worth hundreds of billions" wealth buff?
NVIDIA @nvidia CEO Jensen Huang's signed leather jacket to be auctioned, estimated price $40k to $60k
A signature black Tom Ford leather jacket worn by NVIDIA CEO Jensen Huang is about to go under the hammer at Sotheby's.
The auction is initiated by venture capital firm Long Journey Ventures, with bidding taking place from July 7 to July 17, 2026. The auction house estimates a price between $40k and $60k. The jacket not only bears Jensen Huan

American market maker Susquehanna International sues 100 mysterious short sellers, profiting $100 million from insider trading through Futu and Tiger Brokers
American market maker Susquehanna files a lawsuit, alleging a group of unknown traders had prior knowledge of Chinese regulatory crackdown on cross-border brokers like Futu and Tiger Brokers.
On July 2, the U.S. Securities and Exchange Commission is investigating insider trading allegations brought by Susquehanna International Group. In a lawsuit filed June 29 in Manhattan federal court, Susquehanna claimed that before Chinese regulat

Zuckerberg "stabbed in the back" AI infrastructure, Meta @Meta的 drops "excess computing power" 💣 bomb, causing Micron, SK Hynix, SanDisk to get blood 🩸 washed out
Little Z uses real action to interpret what it means to "walk someone else's path and leave them with no way out."
Let me recap this AI chain stampede massacre triggered by Meta's own hands:
1️⃣ What happened? (Meta's "humblebrag" backstab)
The market's first-half frenzy was driven entirely by "big companies crazily buying chips," but then Meta suddenly leaked news: because it had hoarded too many chips, it was considering

Richer than me have no higher status than mine; those with higher status than mine don't exist😂😂
💸💸In his 2025 financial disclosure, Trump reported more than $1.4 billion in revenue from his family's crypto venture business.
World Liberty Financial ($WLFI ) Revenue: The crypto venture firm World Liberty Financial, co-founded by Trump and his sons, contributed nearly $800 million in revenue to Trump-affiliated entities last year. Of that, more than $520 million came from crypto token sales, and more than $250 million came from the transfer of equity interests in the company. Compared with t

"The Big Short" Michael Burry shorts Caterpillar for the first time, while also shorting Nvidia, Applied Materials, Tesla, and other stocks
On July 1, investor Michael Burry @michaeljburry, the real-life figure behind "The Big Short" known for successfully shorting the U.S. housing market, said he has shorted Caterpillar, believing the construction equipment maker has become one of the overvalued beneficiaries of the AI investment frenzy. Burry stated that he shorted Caterpillar stock at $1,060.98, while also shorting Nvidia, Applied Materials, Tesla, and the iShares Semiconductor ETF (SOXX)

From a money-burning black hole to a commercial money printer
🌕Moonshot AI Kimi @Kimi_Moonshot valuation rises to $31.5 billion, ARR exceeds $300 million, revenue curve shows early signs of Anthropic @AnthropicAI
Moonshot AI Kimi's previous round of financing at a $20 billion valuation has recently closed, and a new round of financing has already been initiated, with the pre-money valuation rising to $31.5 billion.
According to sources close to Kimi, the company disclosed its latest revenue figures during this round of financing: in mid-June, ARR (Annual Recurring Revenue) exceeded $300

新的提振计划？🤔
Strategy @Strategy 疯狂整活：左手 12% 超高息诱惑，右手 20 亿刀暴力回购，中间还藏着 12.5 亿卖币计划
Strategy 向美 SEC @SECGov 提交了史诗级的 8-K 文件，推出了一个叫「数字信贷资本框架」的财务计划。
核心内容包括⬇️
1/ 首先是消灭“破产尾部风险”
市场最怕什么？怕大盘闪崩导致其流动性断裂。Strategy 的对策是：将当前 25.5 亿美元 的现金储备设立严格的“单向用途受限”——仅用于支付未来 12 个月的利息和股息。这意味着无论市场怎么跌，它的短期债务信用固若金汤。
2/ 📈其次是制造极致的“利差吸引力”
将 $STRC 的年化股息率飙升至 12.00%。在当前宏观环境下，这个收益率将强行吸引大量追求固定收益的机构资金入场。
3/ 最精妙的闭环：
20亿回购 🆚 12.5亿卖币公司宣布了两个 10 亿美金的回购计划。但由于 25.5 亿的美元储备不能动，钱从哪来？答案就在同时授权的 12.5 亿美元 bitcoin:native 变现计划 里。
逻辑是：当自家股票/优先股被低估时 ➡️ 出售高位的 bitcoin:native ➡️ 换成法币回购股票 ➡️ 提振每股内含价值。
4/ 阵营的分歧
这套框架本质上是在用 BTC 的波动率去滋养传统股债的流动性。激进的加密信徒可能会指责这带来了

🚨Reuters: Tencent and Changxin Memory Technologies Sign Long-Term Supply Agreement Worth Over 20 Billion Yuan
June 29, according to Reuters, three sources familiar with the matter said that Chinese memory chip maker Changxin Memory Technologies (CXMT) has signed a long-term supply agreement with Tencent Holdings, with a contract value exceeding 20 billion yuan (approximately 2.94 billion U.S. dollars). This major order was reached ahead of CXMT's highly anticipated initial public offering (IPO).
The sources said the agreement covers the supply of server DRAM chips over several years. Two of t

My youth is back～[From "Century Tears💧" to "Physical AI Newcomer🤖": How did BlackBerry $BB accomplish its self-redemption with a 270% surge?]
While the broader market oscillates in a zero-sum game, BlackBerry's ($BB ) perpetual contract on Hyperliquid @HyperliquidX has quietly surged to $11.6, cumulatively skyrocketing 270% since its April low.
This time, the main funds are no longer paying just for nostalgia and hot air???
1/ 📈 A Double Whammy of Performance and Narrative BlackBerry has fully completed its transformation to a software business in recent years.
Its core product, the QNX re