📡 Hourly Broadcast | 14:00-15:00
1. The South Korean government announced it will increase its AI budget to 99 trillion KRW. It plans to build 8.4 GW of data center capacity by 2029, aiming to rank No. 1 globally in the physical AI sector by 2030.
2. The Securities and Exchange Commission approved the registration for Unitree Technology’s STAR Market IPO. “The first A-share humanoid robot stock” is about to hit the market, driving big rallies in concept stocks such as Qoder/InfiniWave.
3. Due to potential backdoor security risks after implantation, Alibaba has fully banned internal employees from using Claude Code starting July 10, recommending Qoder as a substitute.
4. The Korean KOSPI rebounded today and closed up 5.76%. Samsung Electronics rose 8.22% and SK Hynix gained 10.88%, after falling nearly 10% over the prior two days.
5. The National Development and Reform Commission issued the “14th Five-Year Plan for the Development of the Circular Economy (15th Five-Year Period)” [sic], targeting that by 2030, the output value of the resource-recycling industry will reach 8 trillion yuan.
6. In the U.S., June non-farm payrolls added 57,000 jobs—far below expectations. Institutions believe this will ease pressure for the Federal Reserve to raise rates, and the U.S. dollar remains weak.
7. Zhaoyi Innovation and Desay SV have reached a strategic cooperation agreement to jointly advance the industrialization and rollout of domestic automotive-grade chips, deepening collaboration on storage and MCU product lines.
8. In May, Chinese automakers’ sales in the European market first surpassed Japan. The five Chinese automakers together sold nearly 140,000 vehicles, up 65% year over year.
1. The South Korean government announced it will increase its AI budget to 99 trillion KRW. It plans to build 8.4 GW of data center capacity by 2029, aiming to rank No. 1 globally in the physical AI sector by 2030.
2. The Securities and Exchange Commission approved the registration for Unitree Technology’s STAR Market IPO. “The first A-share humanoid robot stock” is about to hit the market, driving big rallies in concept stocks such as Qoder/InfiniWave.
3. Due to potential backdoor security risks after implantation, Alibaba has fully banned internal employees from using Claude Code starting July 10, recommending Qoder as a substitute.
4. The Korean KOSPI rebounded today and closed up 5.76%. Samsung Electronics rose 8.22% and SK Hynix gained 10.88%, after falling nearly 10% over the prior two days.
5. The National Development and Reform Commission issued the “14th Five-Year Plan for the Development of the Circular Economy (15th Five-Year Period)” [sic], targeting that by 2030, the output value of the resource-recycling industry will reach 8 trillion yuan.
6. In the U.S., June non-farm payrolls added 57,000 jobs—far below expectations. Institutions believe this will ease pressure for the Federal Reserve to raise rates, and the U.S. dollar remains weak.
7. Zhaoyi Innovation and Desay SV have reached a strategic cooperation agreement to jointly advance the industrialization and rollout of domestic automotive-grade chips, deepening collaboration on storage and MCU product lines.
8. In May, Chinese automakers’ sales in the European market first surpassed Japan. The five Chinese automakers together sold nearly 140,000 vehicles, up 65% year over year.