Researchers predict that AI applications will drive a new round of shortages and price increases for 8-inch wafers.
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0xSun: I've already buy the dips in ANSEM and NEST, and I believe Solana will remain the engine of this round of on-chain price increases.
According to Odaily Odaily, trader 0xSun stated that he has purchased ANSEM and NEST at market values of approximately $280 million and $6 million respectively, in order to participate in the current on-chain market volatility. He believes that the on-chain market performance driven by blknoiz06 was active in this round, with strong Meme coins appearing in Solana, BNB Chain, and Robinhood Chain. However, the overall rotation was extremely fast. Except for ANSEM, which continued to rise for more than a week, most of the other leading chains peaked overnight. 0xSun stated that ANSEM has already corrected by over 40% from its peak, and given Ansem's continued activity and the fact that approximately 60% of its tokens remain uncirculated, a rebound is highly probable. NEST, on the other hand, is a riskier and more volatile asset, with its short-term price movement still primarily driven by market sentiment. They also believe that for investors with smaller capital, the crypto market remains a more suitable market for high-risk, high-reward plays.
The price of a 1TB solid-state drive has increased from 500 yuan to 1000 yuan.
According to Mars Finance, a reporter's on-site investigation at Hangzhou's Bai Nao Hui Computer City revealed that the price increase in storage chips has spread from upstream to end consumers, with ordinary consumers facing a sharp rise in memory and hard drive prices. One distributor stated that the dramatic price increases in memory and SSDs have caused some panic, and they are not stockpiling large quantities. Reports indicate that the prices of some SSDs and memory modules have doubled, with a 1TB SSD rising from around 500 yuan to around 1000 yuan, and an 8TB SSD specifically designed for the PS5 costing nearly 20,000 yuan—enough to buy three PS5 Pro consoles. This price surge, triggered by the structural squeeze on production capacity due to AI computing power demand, is expected to continue until 2027. (Daily Economic News)
Wall Street has given SpaceX an "initially bullish" rating, with Morgan Stanley predicting the stock price could rise by as much as 87%.
According to a report by ChainCatcher on July 7th, SpaceX has gained initial support from Wall Street, with global brokerages beginning to rate the rocket and AI company led by Elon Musk and reaching a clear consensus: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have begun rating the stock with a buy rating, endorsing SpaceX's long-term growth narrative, despite lingering questions surrounding the company's profitability, execution, and valuation. Morgan Stanley has set a target price of $300, one of the highest on Wall Street, implying an 87% upside from Monday's closing price of $160.42. Morgan Stanley projects SpaceX's share price to be $75 in a bear market scenario and $600 in a bull market scenario, with revenue potentially reaching $319 billion by 2030 and $3.3 trillion by 2040.
Swiss private bank Julius Baer: The Federal Reserve is unlikely to raise interest rates, and gold prices are expected to rebound.
According to Mars Finance, citing Jinshi, Swiss private bank Julius Baer predicts that the Federal Reserve is unlikely to raise interest rates and the dollar may weaken, thus gold prices are expected to recover lost ground.
A smart money investor bought $101,000 worth of bets on Argentina's victory over Egypt in the World Cup Round of 16.
PPP's market prediction tool monitoring shows that in Polymarket's "2026 World Cup Round of 16 Argentina vs. Egypt" prediction event, a smart money account (address: 0xdb859a551fcf56e49416160911476bea7307152f) that profited $271,000 purchased over $101,000 worth of shares betting on Argentina defeating Egypt, with an average opening price of 73 RMB and a purchase volume of 140,000 shares. The Argentina vs. Egypt knockout match will take place at 0:00 Beijing time on July 8th. This match is a highlight of the 2026 USA-CMC World Cup knockout stage, with defending champions Argentina facing African dark horse Egypt. Messi and "Egyptian Messi" Salah will face off in a legendary duel. Messi currently has 7 goals and is tied for the top scorer position, having scored at least 2 goals in 10 consecutive World Cup matches. Join the PPP signal push community to get ahead and seize opportunities.
Counterpoint: Despite recent stock price corrections, the fundamentals of memory chips remain solid.
According to Mars Finance, on July 7th, MS Hwang, Director of Counterpoint Research, stated that the recent stock price pullback of memory chip manufacturers does not signify a fundamental shift in the memory chip market. Samsung Electronics fell 6.9% on Tuesday, and SK Hynix fell 6.1%, despite Samsung expecting another record-breaking quarter driven by strong demand. Some investors may believe that much of Samsung's upside potential, driven by expectations of improved profitability, has already been priced in. He said, "Recent strikes and political discussions surrounding profit sharing may also raise concerns about future shareholder returns." However, he pointed out that the fundamentals of memory chip manufacturers remain solid. According to Counterpoint's July memory chip price tracking report, DRAM prices are expected to rise 10%-20% in the third quarter, higher than its initial forecast of 5%-10%, as customers continue to place orders ahead of schedule.