欧鹏

$MSTR Before the close, it surged more than 11%, lifting $COIN , $CRCL , HOOD, and others across the board. This is the third time the sector has collectively rallied after two rounds of recovery from mid-June to early July, and the magnitude has notably expanded. In the first two rounds, MSTR’s gains were in the 5%–6% range; today it jumped to 11%, suggesting market expectations are shifting from "a rebound" to "trend confirmation".
A detail worth noting is PURR’s follow-through. As a treasury-finance company for HYPE, PURR saw a standalone 11% single-day surge on June 16, when it was decoupled from the sector’s direction. Today, its 3.87% gain moves in sync with the sector, indicating that the linkage logic between treasury assets and crypto concept stocks is converging. The market has started repricing this batch of targets according to the same risk appetite. Broad, sector-level breakout rather than individual-stock catalysts is often a sign of incremental capital entering the market.

Bitcoin rises more than 6%, breaks through $77,000; it has gained more than 20% over the past five trading days, setting a new high since May 27. U.S. stocks crypto-related shares also rose in pre-market trading 🚀🚀
$MSTR $COIN $CRCL

$BTC Bitcoin surges sharply, breaking above the 200-day moving average; eyes now on the 400-day moving average on the daily chart, with resistance near the $78,000 level.
🟢 In just three trading days, Bitcoin jumped nearly 17%
🟢 Soaring from $64,112 to $75,726
🟢 After breaking above the 200-day moving average at $68,963, the uptrend accelerated
🟢 Thursday’s low dipped to the 200-day moving average entry at $68,963, which is currently providing support
🟢 The focus has now shifted to the $78,000 area—May’s high point and a key Fibonacci retracement level
🟢 If it breaks the 78.6% retracement of the May-to-July decline at $77,462, it could further probe up toward $82,833

With the crypto market’s rebound, the crypto-related US stocks $MSTR , $CRCL , and $COIN surged pre-market 🚀🚀🚀 Sandisk is up slightly pre-market

Korean stocks surged intraday by more than 6% on Thursday, possibly recording the biggest single-day gain in three weeks. Chip stocks rebounded strongly‼️ Samsung $SAMSUNG , SK hynix $SKHYNIX , and U.S.-listed SanDisk $SNDK were all up in premarket trading 🚀🚀🚀

Samsung $SAMSUNG , driven by a surge in AI chip demand, will raise the price for advanced-process foundry services by up to 15%. Samsung’s price also shows a V-shaped reversal 🚀🚀🚀. In the US stock market, SanDisk $SNDK and Micron $MU are also up sharply before the bell.

Youshu Technology’s stock debut surged 460%. The founder became the new post-90s richest person. Behind the scenes, six major tech giants made more than 40 billion.
Youshu $UNITREE Meituan $MEITUAN Alibaba $BABA

SK Hynix: to buy back 400 trillion won worth of treasury stock; the buyback is aimed at canceling shares and increasing shareholder returns. The goal is to expand shareholder returns to at least 50% of free cash flow. Lifted by the buyback news, SK Hynix’s stock price decline narrowed in after-hours trading.
So-called “buying treasury stock” means the company repurchases its own outstanding shares in the secondary market, and then cancels (annuls) them. Buyback + cancellation means the total number of shares outstanding decreases, passively boosting earnings per share (EPS) and net assets per share; and shareholders’ ownership stakes rise passively as well.
400 trillion won is roughly equivalent to more than 190 billion RMB. The scale is very large, but it is unlikely that all shares will be bought at once. Typically, the program will be carried out in stages in the secondary market, depending on the subsequent execution pace.
This move reflects management’s view that the current share price offers investment value—capable of rewarding shareholders and supporting the stock price—responding to foreign investors’ demands for dividend-like returns from Korean chaebol shareholders, which is helpful in easing the “Korea discount.”
$SKHYNIX
$SKHY

Nvidia's H200 chip approved for small-batch entry into mainland China $NVDA 🚀
In recent weeks, ByteDance and Tencent each received about 10,000 H200 chips, and other Chinese tech companies may soon secure supplies of a similar scale.

Meituan $MEITUAN jumps against the trend mid-session, rising 3%‼️ According to the information, the Meituan Group is the external shareholder with the highest shareholding ratio in Unitree Technology $UNITREE . Through Han Hai Information, Chengdu Longzhu, and Galaxy Z, the total number of shares held is about 35.1236 million shares, with an unrealized gain of over RMB 33.3 billion.
“China A-share’s first listed company in humanoid robots,” Unitree Technology, officially listed on the STAR Market today. Its opening price reached 1,100 yuan per share, up 629.44% from the issue price, with a market value of RMB 444.9 billion. The investors behind Unitree Technology have finally come to fruition.

South Korean stocks fell on Wednesday as rising U.S. and Asian bond yields, along with heightened uncertainty over geopolitical tensions in the Middle East, further intensified sell-offs in semiconductor shares.
Among weighted stocks, Samsung Electronics $SAMSUNG fell 6%, and SK hynix $SKHYNIX fell 8%.
From the U.S. to Germany and Japan, long-term borrowing costs rose on Tuesday to their highest levels in decades, driven by factors including ballooning government debt and geopolitical considerations. A senior Iranian official told Reuters on Monday that, as efforts to permanently end the war with the U.S. through negotiations have stalled, Iran would shift to a “full-scale offensive” military posture; previously, the U.S. had ruled out the possibility of extending the temporary ceasefire agreement.

Yesterday, the profits from the U.S. stock market’s rise were all wiped out today...
$SNDK $MU $SKHY

On Tuesday, bond yields rose to their highest level in decades, while oil prices climbed for the third consecutive trading day 🚀 $BZ $CL and early gains across Asian stock markets were fully wiped out. The reason is that the U.S.-Iran ceasefire agreement has expired, and Tehran has threatened to adopt a “full-scale offensive” military posture.

Leading stock ChangXin Technology $CXMT shares surged 12%, breaking the historical high and closing at the day’s high. Its market value once again exceeded 4 trillion yuan, and the single-day trading value topped 30 billion yuan. Driven by ChangXin, the entire storage sector took off.
Why did it rise? First, overseas storage stocks broke out first, creating a strong mapping effect. Second, fundamentals are providing support; the storage sector is still in an upcycle phase.
The previous round was a broad recovery driven by the traditional inventory cycle. This round is a structural rally driven by AI computing power, with market optimism more concentrated in the HBM and server-grade storage directions.
Based on all the above, the storage sector’s rebound does have fundamental support—for example, the supply-demand gap continues through 2027, the benefits of price increases keep being released, domestic substitution is accelerating, and a steady stream of favorable policy signals has been issued, etc.
On the capital side, the signals are fairly clear: in the Korean market, foreign investment saw a net inflow of $2 billion in a weekly basis; the Temasek sovereign fund entered the market; and SK hynix institutions saw large net inflows. In A-shares, the semiconductor sector also received nearly 10 billion yuan in net inflows from leading institutional funds. Overall, it indicates a global capital resonance inflow.
$SNDK $SKHY

Continuing Friday’s rally, U.S. storage stocks all rose in pre-market trading today.
SanDisk rose nearly 6%, Western Digital gained more than 4%, and SK hynix, Micron Technology, Seagate Technology, and Marvell Technology all rose more than 3%.