Cryptoinsane

بدأت شركة Realway Technology (7656) طرحها للاكتتاب العام الأولي في هونغ كونغ في 29 يونيو ومن المقرر أن تختتم في 3 يوليو، مع تحديد إدراجها في 8 يوليو، وفقًا لصحيفة Ming Pao.
تم تحديد سعر الطرح عند 21.66 دولار هونغ كونغي للسهم. وتطرح الشركة 28.087 مليون سهم عالميًا، بما في ذلك 1.4044 مليون سهم في هونغ كونغ. تبلغ قيمة وحدة الاكتتاب (Board lot) 200 سهم، ما يشير إلى تكلفة دخول قدرها 4,375.69 دولار هونغ كونغي. ومن المتوقع أن تصل قيمة جمع التمويل إلى نحو 608 ملايين دولار هونغ كونغي.
يضم المشترون/الضامنين الرئيسيين (Joint sponsors) شركة Huatai International وCCB International وABC International. ولا توجد مستثمرون أساسيون في هذه الصفقة.

China International Capital Corp (CICC) said market attention has recently shifted toward style rebalancing as popular themes have seen high cumulative gains and elevated crowding, according to 36Kr. Overseas, after shipping resumed through the Strait of Hormuz, disruptions to crude supply eased and WTI fell to about $70 a barrel, reducing upward pressure on global inflation, CICC said, adding that Federal Reserve Chair Walsh’s monetary policy stance is still temporarily influencing investors’ expectations for US policy. Domestically, CICC said China’s A-share market is about to enter the interim-report season, and it expects better interim results in July and August to provide some support for indexes; it also said the earlier period of choppy consolidation and rapid style rotation may be nearing its end, with interim earnings gradually becoming the main investment theme.

Reece James missed England's final training session before their World Cup last-16 tie against Mexico, while Jarrell Quansah returned to full training and is available for selection. James has missed England's last two matches since suffering a hamstring injury late in the goalless draw with Ghana and has yet to train fully with the squad, according to Yahoo Sports.

انخفضت سوق الأسهم الصينية من فئة “A” بحلول منتصف النهار بعد افتتاح أضعف عبر المؤشرات الرئيسية، بينما ارتفع قطاع المعادن الثمينة مقابل التراجع الأوسع. ووفقًا لـ Jin10، افتتحت مؤشرات الأسهم الثلاثة الرئيسية من فئة “A” على انخفاض خلال جلسة الصباح، وهبط مؤشر ChiNext لفترة وجيزة بأكثر من 4% في وقت مبكر من التداول قبل أن تعود السوق للارتداد مع تحركات متقلبة. وبحلول إغلاق منتصف النهار، كان مؤشر شنغهاي المركب منخفضًا بنسبة 0.9%، وهبط مؤشر شنتشن المركب 2.09%، وتراجع مؤشر ChiNext بنسبة 3.47%. تجاوز حجم التداول عبر السوقين 2.2 تريليون يوان. وتراجعت أكثر من 2000 سهم. كانت نتائج القطاعات متباينة. شهدت أسهم المعادن الثمينة قفزة صعودية، حيث وصل كل من Xianglu Tungsten وChifeng Jilong Gold Mining ووحدة Zhaojin Mining التابعة لمجموعة Zijin Mining Group، وShandong Gold International إلى مستوياتها اليومية القصوى (limit-up). وظل موضوع الروبوتات البشرية نشطًا، حيث حقق أكثر من 10 أسهم مكوّنة أيضًا مستويات limit-up. وفي مجالات أخرى، واصل موضوع التغليف المتقدم مسار التعافي خلال الجلسة. ظلت أسهم معدات أشباه الموصلات تحت الضغط، بينما تراجعت أسهم عتاد الحوسبة بشكل واسع. وكانت شرائح الزجاج وقطاعات مرتبطة بالشرائح/الذاكرة من بين أكبر القطاعات المتراجعة.

A Japanese government economic adviser, Nagase, said a June interest rate hike would be appropriate. According to Jin10, Nagase said he personally believed raising rates in June made sense because delaying a hike would lead to excessive depreciation of the yen and harm households.

Futu said that in the first half ended June 30, total subscription amounts for 84 Hong Kong IPOs subscribed via its platform were close to $9.3 trillion, according to Ming Pao. Futu said 70 of the IPOs recorded subscriptions of more than $100 billion each, and 36 exceeded $1 trillion. It added that more than 880,000 investors cumulatively participated in IPO subscriptions, and that its platform accounted for about 47% of the overall Hong Kong IPO subscription amount market-wide.

قالت الحاكمة في مجلس الاحتياطي الفيدرالي ماري سي دالي إنه سيكون أمرًا جيدًا إذا تم حل الوضع في مضيق هرمز. ووفقًا لـJin10، قالت دالي إن تراجع أسعار النفط سيكون خبرًا سارًا للمستهلكين وللاقتصاد.

تم تجميع البيانات من سجلات الإفصاح عن المصالح في بورصة هونغ كونغ (HKEX) الخاصة بتداولات شنغهاي-هونغ كونغ وتداولات شنتشن-هونغ كونغ عبر الروابط بين أسواق الأسهم، والتي أظهرت أن أكبر زيادة في الحيازات في 2 يوليو 2026 كانت في مجموعة CSPC للصناعات الدوائية (1093)، بزيادة قدرها 40.046 مليون سهم، وفقًا لما ذكرته مينج باو. وكان أكبر انخفاض في سهم ساوثبوند هانغ سنغ تِك (3033)، بانخفاض قدره 415 مليون سهم.

Several traders have been taking leveraged positions in meme tokens and altcoins on Aster, according to on-chain analyst Ai Yi. According to Odaily, one whale opened a 1x short position in ESPORTS worth $9.58 million and was showing an unrealized profit of $5.005 million. Ai Yi also tracked two addresses, 0x2d4 and 0x961, that opened 2x short positions in GUA worth $5.47 million and recorded profits of more than $1.29 million, representing a 235% return. In addition, addresses 0x2A3 and 0x134 opened long positions in SYN worth $1.5 million and $504,000, respectively, with unrealized gains of $174,000 and $435,000.

ECB Governing Council member Alberto G. Musalem said falling oil prices would ease the impact on the services sector. According to Jin10, Musalem made the remarks without providing additional details.

قالت شركة لونغسيس إنها تتوقع أن يصل صافي الربح للنصف الأول من عام 2026 إلى 92 مليار يوان إلى 110 مليارات يوان، بارتفاع سنوي يتراوح بين 62,204.03% و74,393.95%. ووفقاً لـ Jin10، أفادت الشركة بأن الفترة المشمولة بالتقرير استفادت من ارتفاع الطلب لدى العملاء في اتجاه المصب ومن محدودية النمو الإجمالي في سعة رقائق الذاكرة العالمية، ما دعم دورة مواتية لصناعة الذاكرة العالمية للسيارات الإلكترونية، وخلق بيئة خارجية إيجابية. كما قالت إنها نجحت في تجديد اتفاقيات توريد رقائق الذاكرة مع عدة من كبار مصنعي رقائق الذاكرة العالميين من خلال ترتيبات LTA أو MOU، ما ساعد في تأمين توريد رقائق الذاكرة وتعزيز قاعدة مواردها للتطوير طويل الأجل. وخلال الفترة المشمولة بالتقرير، قالت الشركة إنها أكملت الضبط المشترك مع AMD، محققة ابتكاراً تقنياً خفّض استخدام DRAM بنحو 40% لوكيل تخزين SSD وتقنية HLC الداعمة لمنتجات الذكاء الاصطناعي على الجهاز.

Wales’ hopes of securing a FIFA Under-20 World Cup play-off place ended with a 3-0 defeat by Denmark in the UEFA Men’s Under-19 Championship, according to Yahoo Sports. Ollti Hyseni scored twice and Hjallte Larke added a free-kick goal as Denmark advanced to a play-off against the third-placed team from Group B at Bangor’s Nantporth Stadium on Wednesday, with the winner earning a place in the inter-confederation play-offs for the 2027 FIFA Under-20 World Cup. Wales exited Group A after losing all three matches without scoring and finished the Denmark game with 10 men after Jac Thomas was sent off for a second yellow card late on.

Beijing released the Beijing Digital Economy Development Report (2025–2026), which said the city’s digital economy value added exceeded 2.4 trillion yuan in 2025 and that its AI core industry was about 63 billion yuan. According to Jin10, the report was unveiled at the results release event of the 2026 Global Digital Economy Conference, and it was presented by Lu Ya, vice president of the Beijing Academy of Social Sciences. The report said Beijing’s digital economy value added rose 8.7% year on year in 2025 and accounted for 46.4% of GDP. It also said Beijing ranked second in the Global Digital Economy Benchmark City Index evaluation, with a development index value of 0.770, and remained among the “global leading cities.” Lu said Beijing’s position as an “AI first city” continued to strengthen. The report said the city’s AI core industry scale was about 63 billion yuan in 2025, with more than 2,500 related companies clustered in the city. It added that, as of April 2026, 225 large models had been filed. The report said innovation in large models and industry applications accelerated in both directions, speeding up empowerment of industrial upgrading, scientific and technological innovation, and public services. It also said reforms to marketize data elements advanced further, with breakthroughs in building “one zone and three centers.” The report said on-venue transaction volume at the Beijing International Big Data Exchange rose 150% year on year, and that trusted data spaces expanded circulation in key areas including healthcare and audiovisual sectors.

Biren Technology (6082), one of China’s “four little dragons” in domestic GPUs and a recent Hong Kong listing, placed 153 million new H shares at HK$46.2 each, a 9.94% discount to the July 3 H-share close of HK$51.3, according to Ming Pao. The placement raised HK$7.0686 billion in gross proceeds and HK$7.0376 billion net. Ming Pao said the fundraising size is larger than the HK$5.58 billion the company raised from its Hong Kong IPO earlier this year.

According to Lianhe Zaobao citing Xinhua and BFM TV, France’s weather service on July 5 placed 16 departments—mainly in the southwest and south—under an orange heat alert as a new heat wave is expected to push temperatures back toward 40 degrees Celsius. Forecasts said much of southwestern France could reach 36C to 39C on July 6, parts of Languedoc-Roussillon could hit 40C, and Paris could rise to 33C to 36C, with some areas possibly reaching 41C in coming days. BFM TV reported the heat wave could last until July 15, though the weather service said the intensity and spread remain uncertain while confirming temperatures are still well above seasonal averages. Wildfires in southwestern France remained severe, with a new blaze in the Eastern Pyrenees on July 4 evening; Interior Minister Gerald Darmanin said the burned area had reached 2,000 hectares. Authorities in Pyrénées-Orientales ordered evacuations in some towns affecting more than 10,000 people, and about 700 firefighters were deployed near Perpignan to battle the fires.

BitMine added around $73 million in ETH last week, bringing its total holdings to 5,742,237 ETH. According to NS3.AI, the company has staked 4,879,157 ETH and projects $235 million in annualized staking revenue. Separately, Strategy sold $216 million in BTC to meet dividend obligations.

CITIC Securities CICC said China’s floating-rate bond market is small but structurally concentrated, with policy bank financial bonds dominating and most coupons linked to DR007 and the loan prime rate (LPR). The brokerage said floating-rate bonds only outperform fixed-rate bonds when DR007 or the LPR rises and triggers coupon resets; if risk-free yields rise while the benchmark rates fall or stay low, floating-rate bonds face greater pressure. With the LPR still in a rate-cut cycle and DR007 lacking a clear basis for an uptrend, it said investors should not overestimate the near-term allocation value of floating-rate bonds. A smoother investment window may emerge toward the end of the easing cycle, after dovish expectations are fully priced in and DR007 stabilizes or money-market rates rebound, according to Jiemian News.

An analyst said oil companies have only a short window to benefit from elevated oil prices during the Middle East conflict. According to Jin10, Bank of America equity research analyst Robin Haworth said the opportunity for oil companies to capitalize on high prices is fleeting. He said valuations for major oil and gas companies’ stocks have not expanded significantly because investors view the higher profits as temporary. In a research note, Haworth said oil prices may be capped at $100 a barrel, leaving limited room for further gains. He added that oilfield services companies may have opportunities tied to repairing damage caused by the Middle East conflict. Haworth also said structurally reduced capacity and Ukraine’s attacks on Russian refineries are supporting refining industry margins. However, he said that as oil output and prices normalize, more attractive opportunities may be found in other sectors, including financials, utilities, and health care.

Yahua Group (002497.SZ) opened at the daily limit-up on July 7 after issuing an upbeat 2026 first-half earnings forecast, with its shares at 24.65 yuan by midday and market capitalization at 28.41 billion yuan, according to Jiemian News. The stock had risen 21% over the first five trading days of July and is up more than 110% from a cyclical low of about 11 yuan in July 2025. The lithium-salt producer said it expects 2026 H1 net profit attributable to shareholders of 11 billion to 13 billion yuan, up 710.17% to 857.48% year-on-year. Net profit excluding non-recurring items is forecast at 11.25 billion to 13.15 billion yuan, up 1,392.73% to 1,644.84%, with basic EPS of 0.9621 to 1.137 yuan. Based on its Q1 net profit of 339 million yuan, implied Q2 net profit would be 7.61 billion to 9.61 billion yuan, up 124.65% to 183.68% quarter-on-quarter. The company attributed the surge to rising lithium-salt prices and volumes and tighter cost controls across mining, production and sales.

Zhongke Xinghai Thermal Control Technology (Shenzhen) Co., Ltd. has been established, with a business scope that includes research and testing for micro-satellites, manufacturing of micro-satellites, and research, development, and manufacturing of rocket launch equipment. According to Jin10, Qichacha APP information showed that the company was set up recently. Qichacha’s equity penetration information showed that the company is jointly held by Siquan New Materials, Xingtou Measurement and Control, and others.