ASML和BESI恢复交易，德国半导体板块走低，英飞凌跌约3%
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Cailian Press published an article naming "White-haired Stock God" Serenity: Beware of cross-border information backflow.
Odaily Odaily reported today that Cailian Press published an article titled "KOL'White-Haired Stock God' Mentions 20CM Limit Up in Cross-Border Stock Market? Beware of Information Reversal." The article points out that "behind the two 20cm limit ups triggered by 'White-Haired Stock God' Serenity, besides speculation about the KOL true identity, a phenomenon that deserves high vigilance from the entire A-share market is emerging: cross-border information reversal. The so-called 'information reversal' refers to the behavior of specific interest groups or speculative funds within China, exploiting the gray areas and information gaps in domestic and foreign regulations, using overseas social media platforms as 'packaging plants' and 'voices,' and then disseminating their articles 'exported and then re-imported' into domestic communities, thereby precisely manipulating A-share stock prices." Due to the long-term and high-pressure crackdown on illegal stock recommendations, black market activities, and misleading articles by unqualified market commentators in China, the traditional space for illegal stock manipulation within the country has been greatly compressed. As a result, the profit chain has begun to extend overseas, and the ultimate goal of this information inflow is always financial gain. Alarmingly, screenshots of private messages circulating online show that some domestic stakeholders have attempted to pay this overseas influencer to specifically recommend domestic stocks. This indicates a dangerous trend towards the formalization, commercialization, and industrialization of cross-border information inflow.
Zhang Yuhang, Beijing Municipal Bureau of Economy and Information Technology: Developing the word-based economy and exploring business models such as quantity-based pricing, performance-based payment, and subscription-based hosting.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step will be to create a new form of intelligent economy. This includes developing a word-based economy, building word-based factories, and exploring business models such as quantity-based pricing, performance-based payment, and subscription-based hosting; accelerating research and development of key technologies for embodied intelligence and robot products, and improving the systematic evaluation capabilities of robots; supporting the innovative development of intelligent terminals such as smartphones, smart computers, smart glasses, and smart homes, and improving the pilot-scale testing service system. (Beike Finance)
Zhang Yuhang of Beijing Municipal Bureau of Economy and Information Technology: Building a 10,000-calorie computing power cluster, aiming to add over 70,000 petabytes of intelligent computing power this year.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step is to solidify the foundation of computing power and data. This includes building a computing power structure of "foundation within Beijing and expansion outside Beijing," constructing a 10,000-calorie computing power cluster, and achieving an additional intelligent computing power scale of over 70,000 petabytes within the year; exploring new models such as computing-power collaboration and direct green electricity supply; continuously improving the institutional system for data property rights, authorized operation of public data, and revenue distribution; creating a trustworthy data space; and improving the data circulation service ecosystem. (Beike Finance)
The Ministry of Industry and Information Technology issued a risk warning regarding the potential security backdoors in the AI programming tool Claude Code.
According to Odaily Odaily, the Cybersecurity Threat and Vulnerability Information Sharing Platform (NVDB) of the Ministry of Industry and Information Technology recently discovered that the AI programming tool Claude Code has a security backdoor vulnerability, which poses a serious threat. Claude Code is an AI programming tool developed by Anthropic, an American company, which can autonomously complete code writing and repair tasks based on text requirements. Due to its built-in monitoring mechanism, it can send sensitive information such as user location and identity to remote servers without the user's consent. The affected Claude Code versions are 2.1.91 to 2.1.196. It is recommended that relevant units and users immediately conduct a comprehensive investigation. For development terminals that have installed the above-mentioned affected versions, they should immediately uninstall or upgrade to the latest secure version that has removed the relevant backdoor code. Strengthen the control of external access permissions and traffic monitoring of development tools within the core business network segment to prevent the unauthorized transmission of sensitive data.
Former Twitter CISO Michael Coates appointed Chief Information Security Officer of the Solana Foundation
According to Foresight News , security expert Michael Coates announced on the X platform that he has been appointed Chief Information Security Officer (CISO) of the Solana Foundation, marking a new chapter in his career. Coates previously served as Head of Security at Mozilla, CISO at Twitter, and founded Altitude Networks, a startup focused on enterprise SaaS data security, which was later acquired by CoinList, thus entering the crypto industry. Coates stated that he chose to join Solana because the chain currently handles tens of billions of dollars in daily stablecoin transactions, exceeding the combined daily trading volume of most cryptocurrencies. He mentioned that future work will focus on integrating security capabilities into the foundation of industry operations and application security, addressing the unique security challenges of cryptocurrencies, and collaborating with policymakers and standards bodies to promote improvements in cybersecurity regulation.
AI server concept stocks were active in early trading, with Inspur Information hitting the daily limit.
According to Mars Finance, AI server concept stocks were active in early trading, with Inspur Information hitting the daily limit, Unisplendour Corporation hitting the daily limit for the third time in seven days, and Huaqin Technology, Sugon, and Digital China among the top gainers. In terms of news, Inspur Information released its earnings forecast, expecting net profit attributable to shareholders of the parent company to be between 2.6 billion and 3.1 billion yuan in the first half of 2026, a year-on-year increase of 226%-288%; net profit excluding non-recurring items is expected to be between 2.055 billion and 2.555 billion yuan, a year-on-year increase of 206%-280%. (Cailian Press)