2026年Q2 Web3安全事件被盗7.64亿美元，88.3%来自密钥和基础设施受损
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Huawei's "genius youth" Li Bojie responds to Du Jun's accusations: Investment funds not fully received, resignation approved by the board of directors.
According to Odaily Odaily, Du Jun, co-founder of Web3 venture capital firm ABCDE, previously publicly accused Li Bojie of lacking a sense of contract and sued Li Bojie and his partner Zhuang Siyuan for refusing to fulfill their contractual obligations to synchronize financial and business progress after receiving investment from ABCDE during the founding of Metagent in 2024, and subsequently disappearing without a trace. In response, Li Bojie stated, "The investment agreement stipulated that ABCDE Capital would invest $1.5 million, but only $500,000 was actually received, with the remaining $1 million still outstanding. The company's cap table still records the institution's equity based on a $1.5 million share. Due to the delayed investment, he and his co-founders voluntarily reduced their salaries, and the company faced difficulties in recruitment and R&D. In October 2024, due to personal family reasons preventing him from leaving mainland China, and because Web3 projects were non-compliant, he resigned from Metagent, with board approval. He stated that until his departure, as CTO and co-founder, he had consistently fulfilled his responsibilities by disclosing the cap table and business status on time, and in accordance with the non-compete clause in the agreement, his subsequent entrepreneurial projects intentionally avoided areas such as Web3, AI infrastructure, and image generation."
Semiconductor equipment sector rebounds after fluctuations; Zhengfan Technology rises over 10%.
Mars Finance reports that the semiconductor equipment sector rebounded during trading, with Zhengfan Technology surging over 10%, and Xianfeng Precision Technology, Xinyuan Microelectronics, Huafeng Measurement & Control, Jingyi Equipment, and Zhongke Feice all rising over 6%. On the news front, lithography machine giant ASML announced an upward revision of its full-year revenue guidance, primarily due to continued growth in demand for advanced lithography equipment related to AI chip manufacturing. The World Semiconductor Trade Statistics' spring 2026 forecast shows that the global semiconductor market size will reach $1.51 trillion in 2026, representing a year-on-year growth of nearly 90%. (Cailian Press)
The semiconductor equipment sector continued its strong performance, with Zhengfan Technology and Liande Equipment rising by over 10%.
Mars Finance reports that the semiconductor equipment sector continued its strong performance from yesterday, with Zhengfan Technology and LianDe Equipment rising over 10%, and Huaya Intelligent, Yitang Shares, Fulede, Zhongke Feice, and North China Electronics following suit. In related news, on June 29th, the South Korean government announced plans to build four chip factories in the southwest, investing approximately 800 trillion won. Furthermore, Samsung Electronics and SK Hynix also announced large-scale investment plans, with the two memory giants expected to invest over 1000 trillion won (approximately 4.4243 trillion yuan) over the next ten years. (Cailian Press)
Since October of last year, hedge funds have once again concentrated their buying on technology stocks.
According to a chart posted on X by financial analysis website Barchart, based on Odaily of America data, hedge funds' purchases of technology stocks last week reached their highest level since October of last year.
This week, three more companies received approval for Hong Kong IPOs, including A-share companies Beijing Junzheng and Sifang Jingchuang.
According to information disclosed on the China Securities Regulatory Commission (CSRC) website on July 5th, three new companies received approval for overseas listing or full circulation of their unlisted shares this week (June 29th to July 5th), all listed on the Hong Kong Stock Exchange. Among them, Beijing Junzheng, a leading memory chip manufacturer, and Sifang Jingchuang, a fintech service provider, are already listed on the A-share market, with market capitalizations of RMB 125.5 billion and RMB 11 billion respectively. They plan to issue no more than 61.658 million and 67.8052 million shares respectively in their Hong Kong listing plans. Feishi Technology is an electric drive solutions provider. Its revenue is expected to reach RMB 1.625 billion in 2025, with new energy vehicle solutions accounting for 50.7% of its business, but it has not yet achieved profitability. The company first attempted to list on the Science and Technology Innovation Board (STAR Market) in 2021, but was rejected in November of the same year. It first submitted its application to the Hong Kong Stock Exchange on October 31, 2025, but the application automatically expired upon the expiration of its validity period. This second attempt to list in Hong Kong involves issuing no more than 32.2908 million shares and converting a total of 116 million unlisted domestic shares held by existing shareholders into H shares. (Science and Technology Treasure News)
South Korea's Ministry of Finance held an emergency meeting, warning of excessive concentration in the semiconductor sector.
According to Odaily Odaily, South Korea's Ministry of Finance announced that Finance Minister Koo Yun-cheol held an emergency meeting with the Governor of the Bank of Korea and heads of financial regulatory agencies to address the recent sharp fluctuations in the South Korean stock market. The South Korean government stated that it will closely monitor various risk factors that could exacerbate market uncertainty and prevent further market volatility. Recently, the South Korean stock market has experienced increased volatility due to factors such as profit-taking by foreign investors and institutions, adjustments in expectations for the AI sector, and portfolio rebalancing. The KOSPI index triggered its sixth circuit breaker this year this week. In a statement, the South Korean government said, "The excessive concentration in the semiconductor industry has become a core factor amplifying financial market volatility, and the transmission effect of fluctuations in the chip sector on the overall market is constantly increasing." (Jinshi)