币界网

币界网消息，CXMT当前价格为7.73美元，24小时上涨约4.15%。当前每小时资金费率降至-0.2139%，上一小时为-0.1212%，负费率绝对值扩大76.5%。若维持不变，持有1万美元CXMT空单每小时需支付约21.4美元，24小时累计约513.4美元。CXMT当前标记价格为7.73美元，预言机价格约为8.02美元，合约折价约3.70%。24小时成交额约1522万美元，未平仓合约价值约7603万美元，持仓规模接近日成交额的5倍。CXMT共有1072个多头地址和823个空头地址，人数多空比约为1.3:1。大户中多头与空头人数比为2.5:1，但从持仓金额看，空头规模仍高出多头约6.5%。监测显示，空头仓位主要集中于0xf29开头地址，该地址以1倍杠杆持有约2240万美元CXMT空单，单笔仓位占全平台未平仓合约量的近30%。

币界网消息，摩根士丹利将韩国股票评级从平配上调至超配，称近期“杠杆出清”，为投资者参与人工智能交易和工业超级周期主题提供了更好的入场机会。策略师Daniel K. Blake在报告中指出，随着拥挤交易和杠杆头寸的大幅平仓，韩国KOSPI指数较其9000点的目标位仍有36%的上涨空间。周一该指数一度下跌5.5%，上周五创纪录上涨18%。分析师表示，近期抛售“主要是技术性因素所致”，并称“杠杆ETF、对冲基金杠杆以及散户保证金交易的去杠杆过程已过半程”。摩根士丹利预计，KOSPI指数短期将在5500点至10500点区间波动，并认为三星电子和SK海力士将为市场提供估值支撑工业、国防和金融等行业的股票料将受益于利好因素。

Jiebijunews: China Financial Regulatory authorities in South Korea are pushing for the introduction of an “emergency action power,” which would allow regulators to quickly reduce the leverage multiple of single-stock leveraged products in emergency situations. Previously, such products were regarded as one of the main factors driving sharp market volatility. Regulators are also studying other restrictions, including setting an upper limit on leveraged investment quotas and further raising requirements for initial margin. According to Yonhap News Agency, South Korea’s Financial Services Commission (FSC) will jointly draft amendments to the (Financial Investment Services and Capital Markets Act) with the Financial Supervisory Service (FSS) to establish a legal basis for taking market-stabilizing measures in emergencies. The core of this adjustment is to allow financial regulators to temporarily adjust the leverage multiple of single-stock leveraged ETFs. Currently, single-stock leveraged products in South Korea are designed to track 2x returns. With emergency action authorization, if regulators believe it is necessary to protect investors, the leverage multiple would be reduced to 1.5x or 1x.

Bojie.com news: According to Chao Xiang Research, a July 31 research report from Citi shows that in Q2, the combined revenue of the four major cloud providers totaled $103.8 billion, up 50% year over year. Among them, Microsoft Azure grew 43%, Amazon AWS grew 37%, Google Cloud grew 82%, and Oracle OCI grew 92%. AWS market share was 41%, while Google Cloud’s share rose to 24%. AWS’ annualized AI business revenue reached $25 billion, up from $15 billion in Q1. The four cloud providers’ quarterly capital expenditures increased sequentially by about $20 billion. AWS profit margin was 39.4%, while Google Cloud’s profit margin was 35.6%. AWS backlog reached $496 billion, and Google Cloud backlog reached $514 billion. Citi maintained Buy ratings for Microsoft, Amazon, Google, and Oracle, with target prices of $600, $350, $447, and $330, respectively.