📰 BlockBeats latest news roundup

1. The semiconductor sector faces a selloff; Kimi K3 has sparked concerns about AI valuations and chip spending

2. WAIC 2026 roundtable: Life-and-death decisions must never be delegated to AI—humans can authorize actions but cannot authorize responsibility

3. During the Korean stock market’s holiday closure, the Hynix ADR premium narrowed by 4 percentage points; a certain “whale” tightened a convergent position to turn a profit of $340,000

4. The entire crypto market is down across the board; funding rates show both BTC and ETH are in bearish ranges

5. SK Group chairman responds to the plunge in SK Hynix’s stock price: don’t trade too frequently—hold long term

6. Institutions: U.S. corporate executives are selling stocks at a nearly record-breaking pace

7. SenseTime CEO: AI products should shift from replacement to enhancement—from token-based pricing to task-based pricing

8. U.S. stock semiconductor, memory, and optical communication shares continue to slide pre-market; SanDisk and Applied Materials are both down more than 6%

9. WAIC 2026 roundtable: General-purpose embodied intelligence must first break through specialized scenarios; in the future, competition will focus on high-quality data acquisition and scenario-closed-loop validation

10. “Big Short” Michael Burry: Now is a great time to buy Hong Kong stocks on the dip

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