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According to Jinshi, the core PCE price index in the United States for June was 0.1%, lower than the market expectation of 0.2%, and the previous value was 0.3%.

The second largest institutional real estate asset management company in Europe, Swiss Life Asset Managers, disclosed that its holdings of MicroStrategy shares increased by 38%, currently holding a total of 37,889 shares, valued at 3.55 million dollars.

According to Jinshi News, despite the ongoing tension in the Middle East, shipping activities in the Strait of Hormuz have recently increased, with the United States stating that its navy escorted several tankers through the waterway.According to vessel tracking data, earlier on Thursday, the liquefied natural gas tanker Al Areesh set sail from Qatar and successfully departed the Persian Gulf. Market intelligence company Kpler data shows that on Wednesday, 14 cargo ships entered and exited the Strait of Hormuz, an increase from the single digits of the previous week.

According to Jinshi reports, as the demand for AI computing power surges, the global storage chip market is facing a severe supply shortage. In Huaqiangbei, Shenzhen, affected by Nvidia's new round of price increase notifications, graphics card manufacturers have completely stopped bulk shipments, and the supply of spot goods has rapidly tightened.Statistics show that the prices of mainstream storage products and graphics cards continue to rise, with the price of a 1TB solid-state drive increasing from 410 yuan last September to 950 yuan, a rise of 132%; the price of 16G DDR5 memory has increased by 311%; the price of the RTX 5060 graphics card has risen by about 30%, and the price of the RTX 5080 has risen by about 50%.

According to Jinshi reports, Samsung Electronics' semiconductor division reported that its profits have increased by more than 250 times due to the reliance of artificial intelligence on memory. The division's operating profit for the second quarter was 89.2 trillion won (approximately 62 billion USD), exceeding analysts' average expectation of 79.3 trillion won.The group's overall net profit was 71.3 trillion won, also surpassing market expectations.

Arm released its financial report for the first quarter of fiscal year 2027, with revenue of $1.29 billion, a year-on-year increase of 22%, exceeding the market expectation of $1.26 billion; adjusted earnings per share of $0.45, a year-on-year increase of 29%, surpassing the expected $0.40; adjusted net profit of $480 million, a year-on-year increase of 28%. Licensing revenue was $574 million, a year-on-year increase of 23%; royalty revenue was $715 million, a year-on-year increase of 22%, with data center royalty revenue more than doubling year-on-year.The AI and data center business is showing strong momentum. Since the launch of the Arm AGI CPU in March, customer demand has grown from an initial expected order of about $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million completed in just 9 months. NVIDIA Vera has fully entered production, and AWS has reached a multi-year agreement with Meta to deploy tens of millions of Graviton5 cores. Qualcomm announced plans to launch the Arm-based data center CPU Dragonfly C1000.Revenue guidance for the second quarter is approximately $1.38 billion, with adjusted earnings per share of about $0.47, both above market average expectations but below some optimistic forecasts. The company stated that the growth of smart mobile royalty revenue will slow, and after-hours stock prices fell by about 7% at one point.

Meta released its Q2 2026 financial report, with revenue of $60.8 billion, a year-on-year increase of 28%, slightly above the market expectation of $60.3 billion; net profit of $15.85 billion, a year-on-year decrease of 14%; earnings per share of $6.18, a year-on-year decrease of 13%. Advertising revenue was $59.36 billion, a year-on-year increase of 27%, with ad impressions increasing by 14% and average price rising by 12%. Operating profit decreased by 8% year-on-year to $18.78 billion, and the operating profit margin fell from 43% to 31%. Total costs and expenses surged by 55% year-on-year to $42 billion, which includes $2.4 billion in legal litigation expenses and $1.18 billion in layoff costs.The revenue guidance for Q3 is $61 billion to $64 billion, with a midpoint of $62.5 billion, below the market expectation of $63.2 billion. The full-year capital expenditure guidance has been adjusted from $125 billion to $145 billion to $130 billion to $145 billion. Free cash flow was only $784 million, significantly shrinking year-on-year, reaching a nearly four-year low. Meta also narrowed its full-year expense guidance for 2026 to $165 billion to $169 billion, maintaining the expectation of "operating profit above 2025." Zuckerberg stated, "AI is accelerating our core business, and the results are beginning to show." After the financial report was released, Meta's after-hours stock price briefly fell over 10%.

Microsoft released its Q4 fiscal year 2026 financial report, with revenue of $90 billion, a year-on-year increase of 18%, exceeding market expectations of $87.7 billion; adjusted earnings per share of $4.74, a year-on-year increase of 23%, which is 11.5% higher than expected; operating profit of $40.6 billion, a year-on-year increase of 18%. Intelligent cloud revenue was $39.3 billion, a year-on-year increase of 32%, with Azure and other cloud services revenue growing by 43%, significantly higher than the market expectation of 39.6%. Total revenue from Microsoft Cloud was $59.3 billion, a year-on-year increase of 27%. CEO Satya Nadella disclosed that Azure's annual revenue has surpassed $100 billion for the first time, and paid users of Microsoft 365 Copilot exceeded 30 million.In terms of capital expenditure, the fourth quarter's property and equipment acquisition expenditure was $35.8 billion, a year-on-year increase of approximately 110%; total capital expenditure including finance leases was $41 billion, a year-on-year increase of 70%, but lower than the market expectation of $42.5 billion. The remaining performance obligations (RPO) for cloud business surged 84% year-on-year to $678 billion, about twice the annual revenue. Microsoft disclosed in a regulatory filing that new unexecuted data center lease commitments in the fourth quarter exceeded $130 billion, with the total unexecuted lease commitments increasing by 67.4% quarter-on-quarter to $329.1 billion. Annual revenue was $331.8 billion, a year-on-year increase of 18%; net profit was $133.7 billion, a year-on-year increase of 31% (GAAP).

According to Jinshi reports, Microsoft announced a series of financial guidance, causing the after-hours increase in US stocks to expand to 8%.

Bitcoin Treasuries.NET posted on platform X that West Main Self Storage increased its holdings by 0.155 Bitcoin, currently holding a total of 16.033 BTC.

According to Jinshi reports, Microsoft's fourth fiscal quarter revenue growth for AZURE and other cloud services, excluding the impact of exchange rates, increased by 43%, exceeding market expectations.

Cathie Wood's Ark Invest sold $23 million worth of Block Inc stock (XYZ), $16 million worth of Bullish stock (BLSH), and $4 million worth of Robinhood stock (HOOD) yesterday.Additionally, it purchased $12.2 million worth of SpaceX (SPCX) stock and approximately $289,000 worth of BitMine (BMNR) stock.

According to BBX data, yesterday and in recent days, global listed companies and cryptocurrency asset management institutions disclosed the latest real adjustment dynamics in digital asset holdings and custody chains, with the core information as follows:DigitalX sold 80 bitcoins: Australian cryptocurrency asset management company DigitalX Limited (ASX: $DXX) officially disclosed that the company recently sold 80 bitcoins in the secondary market. After this reduction, its total bitcoin holdings decreased from 363 to 283 BTC.Oranje BTC steadily increased holdings by 6 bitcoins: Brazilian listed bitcoin treasury company Oranje BTC (B3: $OBTC3) announced that it has bought an additional 6 bitcoins. After this slight accumulation at a low price, its total bitcoin holdings rose to 3,918 BTC, further consolidating its position as one of the largest enterprise-level digital treasuries in South America.Bitmine received 7,500 ETH from BitGo: Nasdaq-listed company Bitmine (NYSE: $BMNR) on-chain fund flow shows that the company officially withdrew and received 7,500 ETH (with a fair value of approximately $14.61 million) from the digital asset custody platform BitGo yesterday, and it is expected to be transferred to on-chain staking or custody accounts.

According to GMGN data, the market capitalization of Robinhood Meme coin pipedog has surged past 74 million USD, currently reported at 73 million USD, with an intraday increase of over 140 times.Meme coin prices are highly volatile, and market enthusiasm changes rapidly, so please be aware of investment risks.

Visa announced its third-quarter financial report for fiscal year 2026, with revenue of $11.6 billion, a year-on-year increase of 14%. Payment transaction volume, cross-border transaction volume, and processed transactions all achieved double-digit growth. In the earnings call, Visa outlined its stablecoin strategy, stating that it is actively investing in various levels of the stablecoin stack, including blockchain, issuance, wallets, infrastructure, and applications. The company announced its membership in the OpenStandard alliance, which plans to issue the OpenUSD stablecoin for global capital flow.The Visa stablecoin platform will provide partners with stablecoin settlement, on-chain wallet-as-a-service infrastructure, and exchange services between fiat and stablecoins, initially supporting OpenUSD. The platform will also integrate with Pismo to provide tokenized deposit support for financial institutions and plans to introduce third-party tokenized deposit infrastructure providers in the future. Visa views stablecoins and AI as complementary technologies, believing that "agent commerce will expand the reachable market and drive future growth." Cross-border transaction volume increased by 13% year-on-year, while processed transaction volume grew by 10%.

SK Hynix released its Q2 2026 financial report, with revenue of 79.3 trillion Korean won (approximately 52.9 billion USD), a year-on-year increase of 257% and a quarter-on-quarter increase of 51%; operating profit of 60.5 trillion Korean won (approximately 40.3 billion USD), a year-on-year increase of 557% and a quarter-on-quarter increase of 61%, with an operating profit margin of 76%; net profit of 93.9 trillion Korean won (approximately 62.6 billion USD), with a net profit margin of 118%, which includes a one-time gain of approximately 62.2 trillion Korean won from the sale of Kioxia shares. The cumulative revenue for the first half of the year has surpassed 100 trillion Korean won for the first time. Although the performance set a new historical high for a single quarter, it fell short of market expectations for revenue of 83.9 trillion Korean won and operating profit of 64.2 trillion Korean won, leading to a drop of over 5% in ADR after the financial report was released.The growth in performance is driven by the increase in both volume and price of high-performance AI products (HBM, eSSD, etc.). HBM4 has begun mass production and shipment in Q2, with plans to expand production in the second half of the year; samples of HBM4E have been delivered. The company has finalized long-term supply agreements (LTA) with about 10 customers, securing approximately 50% of sales volume. As of the end of the quarter, cash and cash equivalents reached 88 trillion Korean won, with a net cash position of 69.4 trillion Korean won. The company expects capital expenditures in 2026 to reach the upper end of the 40-50 trillion Korean won range and is advancing the mass production of the Cheongju M15X and the construction of the Yongin cluster.

According to Jinshi, the CME "FedWatch" shows that the probability of the Federal Reserve keeping interest rates unchanged in July is 69.5%, while the probability of a cumulative rate hike of 25 basis points is 30.5%. By September, the probability of keeping interest rates unchanged drops to 23.4%, while the probability of a cumulative rate hike of 25 basis points rises to 56.4%, and the probability of a cumulative rate hike of 50 basis points is 20.2%.

Publicly listed AI data center provider Core Scientific has increased its holdings by 301 bitcoins, currently holding a total of 848 BTC, ranking 49th in the Bitcoin 100.

According to The Block, as of July 27, the Bitcoin reserves of Hyperscale Data, an artificial intelligence data center company listed on the NYSE American, have increased to 1,106 coins, worth approximately $71.7 million.In the past week, the company has added 15 Bitcoins through a subsidiary that is planned to be spun off in 2027.