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Benchmark上调Hut 8目标价至195美元

Odaily星球日报讯 Benchmark Equity Research 周三将 Hut 8 目标价从 165 美元上调至 195 美元,原因是该公司位于得州的 Beacon Point AI 数据中心园区已实现全面商业化。 这是 Benchmark 本月第二次上调 Hut 8 目标价。上周,分析师 Mark Palmer 已在估值中纳入 Beacon Point 第一期项目,将目标价从 85 美元上调至 165 美元。本次新目标价较 Hut 8 周三约 111 美元的股价,隐含约 75%上涨空间。 Hut 8 目前已签约 949 兆瓦 AI 数据中心容量,显示其业务正从传统比特币挖矿进一步转向 AI 基础设施和电力驱动型数据中心模式。Benchmark 认为,公司正在向“power-first data center REIT”方向演变,即以电力资源和数据中心资产为核心的基础设施平台。 Hut 8 股价周三上涨约 2%,年初至今涨幅接近 120%。随着 AI 算力需求持续增长,市场正重新评估比特币矿企持有的大规模电力和数据中心资源价值。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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07-08 11:59Important

Singapore's benchmark stock index rose as much as 1.3%, hitting a record high of 5,411.2 points.

According to ChainCatcher, Gate market data shows that the Singapore benchmark index rose as much as 1.3% to 5,411.2 points, hitting a record high.

07-08 20:08Important

Binance Research released a stablecoin industry report: platform stablecoin reserves reached $53 billion, with market share rising to 57%.

Odaily Odaily that Binance Research has released an industry report titled "Stablecoins: Reshaping the Financial Landscape." The report shows that as of now, Binance's stablecoin reserves have reached $53 billion, increasing its market share from 54% to 57%, approximately $42 billion higher than the second-largest exchange. Meanwhile, in the first five months of 2026, the cumulative trading volume of TradeFi-related perpetual contracts exceeded $1.1 trillion, with Binance accounting for over $500 billion, representing approximately 47% of the market share. Furthermore, since 2022, Binance Wealth Management has distributed $1.2 billion in yield to over 14 million stablecoin users; BNB Chain sees 10 million daily stablecoin transactions and 15 million monthly active addresses, representing a market share of approximately 24% by transaction volume. The report points out that stablecoins are evolving from crypto asset trading tools into a crucial global financial settlement infrastructure, and Binance has built a one-stop stablecoin financial ecosystem covering trading, payments, yields, investment, and on-chain ecosystem.

07-07 19:01Important

Video | Morgan Stanley's Chief U.S. Equity Analyst: Chip Stocks May Correct by Over 30%, But S&P Still Targets 8000 Points by Year-End

On July 6th, Morgan Stanley's chief U.S. equity analyst, Mike Wilson, stated in an interview with Bloomberg that while chip stocks remain core assets in the AI wave, some are severely overbought, and a short-term correction of 30% to 40% is entirely possible. However, he believes this does not signify the end of the U.S. stock market bull run, and the S&P 500 is expected to continue rising as funds rotate into other sectors. He maintains his prediction that the S&P 500 will break through 8000 points by the end of the year, believing that the core logic supporting the market still comes from corporate earnings growth.

07-06 18:39

Binance Research: Over 700 Binance equity products have been traded, with 71% of holdings allocated to the technology sector.

According to ChainCatcher, Binance Research's monthly market insights show that over 700 of the approximately 7,000 stocks and ETFs tradable on Binance have already seen trading activity, indicating initial user participation in equity products. The report states that about 71% of Binance equity holdings are allocated to the technology sector, with approximately 48% of funds flowing into semiconductors, a category with trading volume about 23 times that of other categories. In terms of thematic fund flows, Binance equity holders' allocations are relatively diversified, with 25% flowing into AI infrastructure and computing power, 22% into quantum computing, and relatively higher allocations to cutting-edge themes such as space and satellites, robotics and humanoid robots. Meanwhile, broader ETF fund flows are primarily concentrated in semiconductors and AI storage. Furthermore, the report shows that at the portfolio level, 41% of Binance equity holders' holdings are allocated to crypto assets, 37% to stablecoins, and 22% to stocks.

07-08 15:31

YGG Play has released a shutdown guide, advising users to unstake their YGG accounts and redeem in-game points by July 31st.

According to Foresight News , YGG Play, the Web3 game publishing division of YGG, has released a shutdown notice, announcing the closure schedule and user information. The announcement states that starting at 3 PM Singapore time on July 9th, the purchase functions and cross-platform quest system for "LOL Land" and "Waifu Sweeper" will cease operation. July 31st will be the last day of platform support, at which time the main site, Launchpad, and community quest site will all be closed. The announcement recommends that users complete the unstaking of YGG and the redemption of in-game points before July 31. Any compliant balance that is not processed by the deadline will be automatically converted and distributed to the linked wallet after the snapshot on the deadline date. However, the platform will no longer provide manual support for related issues at that time. The games "GIGACHADBAT" and "Ragnarok Breaker" will be operated and played by the Delabs team and Planetarium Labs respectively starting August 1st, and a new token exchange process will be launched. In addition, the originally scheduled 2026 YGG Play Summit has been cancelled.

07-07 11:34Important

Midday Review: Shanghai Composite Index falls over 1%, dropping below 4000 points; Trading volume in both Shanghai and Shenzhen markets shrinks by over 570 billion yuan in the first half of the day.

According to Mars Finance, the market fluctuated and adjusted in the morning session, with the Shanghai Composite Index falling below the 4,000-point mark. The divergence between the yellow and white lines was obvious, with small and mid-cap stocks generally declining, and the micro-cap index falling by more than 3%. The combined turnover of the Shanghai and Shenzhen stock exchanges in the first half of the day was 1.63 trillion yuan, a decrease of 575.7 billion yuan compared to the previous trading day. Market hotspots were scattered, with over 4,700 stocks declining across the market. In terms of sectors, the semiconductor industry chain bucked the trend and strengthened, with semiconductor silicon wafer concepts performing actively, and Yanyou Silicon hitting the 20cm daily limit. The computing power chip concept fluctuated and rose, with Muxi Shares rising over 15%, and Wantong Development achieving two consecutive daily limits. The advanced packaging concept fluctuated and rebounded, with Dagang Shares and Huatian Technology hitting the daily limit. On the downside, the innovative drug concept fluctuated and declined, with Hainan Haiyao hitting the daily limit down. The non-ferrous metals sector weakened, with Huaxi Nonferrous Metals hitting the daily limit down, and Xiaocheng Technology, Hunan Baiyin, and many other stocks falling sharply. At the close, the Shanghai Composite Index fell 1.04%, the Shenzhen Component Index fell 1.02%, and the ChiNext Index fell 0.78%. (Cailian Press)