📰 BlockBeats Daily Report 2026-07-14 | Total of 10 articles
1. Morgan Stanley says the AI network market will reach $7 billion by 2030; copper cabling will still dominate in 2026-2027, and CPO may not penetrate 20%-30% until 2029-2030.
2. Nomura analyzes China’s large-model price war in layers: base models keep cutting prices to acquire customers, while advanced models/private deployment maintain a premium; domestic accelerators capture opportunities first on the inference side.
3. Fed hawk Waller: if this week’s core CPI is too hot, rate hikes may be considered; the probability of a July hike implied by interest-rate futures has risen to 39%-45%.
4. Trump announces the restart of Iran’s offshore blockade and imposes a 20% transit fee on ships in the Strait of Hormuz; oil prices jump about 9% to $83 per barrel.
5. Mitsubishi UFJ Financial Group’s market cap tops Toyota to become Japan’s stock king (about JPY 42 trillion); normalization of the Bank of Japan’s rates revalues banks’ earnings sensitivity.
6. JPMorgan raises TSMC CoWoS capacity to 220,000 wafers per month in 2028, but AI chip demand is moving faster; the shortage in 2027-2028 is still about 20%.
7. Robinhood chain meme market sees a short-term pullback (CASHCAT’s peak falls 35%), but the long-term outlook depends on how strongly Robinhood supports the meme ecosystem.
8. Morgan Stanley estimates that in 2028, the five largest cloud providers’ AI capital expenditures will reach $1.4 trillion; available compute expands from 30GW to 120GW, with META listed as the top choice for AI internet.
9. Morgan Stanley maintains its Nvidia “add” rating with a target price of $288 (potential upside of 42%); demand expands from cloud providers to AI labs/sovereign AI/enterprise customers.
10. The Iran-U.S. ceasefire agreement regarding the Strait of Hormuz is voided; Iran closes the strait and attacks merchant ships, sending oil prices sharply higher; precious metals are sold off, and gold falls 1.4% in a single day to $4,060.
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