币安将新增 10 种 bStocks 代币化证券作为抵押资产
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Brookfield's five-fold scaling and AI power collaboration triggered a 18% surge in Bloom Energy's stock price, with on-chain long generally initiated at $293.3.
According to Mars Finance, on July 1st, Hyperinsight monitoring showed that Bloom Energy (BE), a leading fuel cell manufacturer, continued its strong performance in "AI power trading," surging 17.88% in a single day. It is currently trading at $325.63 on the Hyperliquid platform, with a year-to-date increase of approximately 280%, completing the narrative shift from "clean energy" to "AI power supply." In terms of news, Bloom Energy and Brookfield expanded their strategic partnership, increasing the financing framework for power projects from $5 billion to $25 billion, a five-fold increase in scale. The overall order book on Hyperliquid is relatively small, with a roughly balanced supply and demand. The total notional short position is approximately $1.1 million, 1.26 times the long position ($900,000). The average price for long positions is approximately $293.37, and for short positions, approximately $295.68. The most recent long liquidation line is at $281.04, about 13.7% below the current price. Currently, there are no whale holding positions worth millions on the blockchain.
Broadcom and Apple extend their custom chip partnership until 2031
PANews reported on July 6th that, according to Bloomberg, Broadcom and Apple have extended their custom chip supply and development partnership until 2031. Building on their existing collaboration on radio frequency and wireless connectivity chips, the two companies will continue their long-term research and development and supply of dedicated chips for products such as the iPhone. The products covered by the agreement will primarily be designed and manufactured in the United States, involving multi-billion dollar long-term procurement commitments.
Serenity: High-power cylindrical battery/BBU cells may face supply shortages, potentially benefiting companies like Samsung SDI and Panasonic Energy.
According to Mars Finance, on July 5th, Serenity published an article stating that there appears to be a shortage of high-power cylindrical battery/BBU cells, posing a potential bottleneck. Samsung SDI supplies cells to Simplo, which then assembles them into BBUs for companies like Meta and Amazon. With increasing demand from data centers, Samsung SDI's cylindrical battery production has also risen significantly. Citing industry sources, Serenity claims that Panasonic and Samsung SDI are facing a shortage of BBU cells. Serenity believes the main beneficiaries may include Samsung SDI, Panasonic Energy, Murata Manufacturing, and LG Energy Solution. Samsung SDI and Panasonic Energy are the most direct beneficiaries. The article also states that there are few directly related companies in the US market, but Vertiv (VRT) and Eaton (ETN) are worth watching. However, all shortages should not be simply equated with having a large TAM (Total Data Acquisition) capacity; there may be opportunities within the supply chain.
US energy drink giant Nutrabolt is reportedly preparing for an IPO, potentially raising up to $1 billion.
According to sources familiar with the matter, Nutrabolt, the U.S. energy drink and nutritional supplement company, has selected investment banks to lead its initial public offering (IPO), potentially raising up to $1 billion. Sources say the Austin, Texas-based company behind the C4 energy drink and Bloom nutrition brands is working with banks including JPMorgan Chase, Goldman Sachs, and Bank of America. (Sina Finance)
Bloomberg: A sell-off in chip stocks dragged down US stocks for the week, while concerns about AI valuations weighed on market performance.
According to a Bloomberg report on June 27th, US stocks closed lower this week, dragged down by continued weakness in chip stocks. Although a University of Michigan survey showed lower-than-expected long-term inflation expectations, easing some concerns about interest rate hikes, it failed to offset the selling pressure on chip stocks. Steve Sosnick, chief strategist at Interactive Brokers, said the S&P 500 briefly turned positive during the session, but the gains quickly faded, similar to the multiple failed attempts at a rebound seen by investors this week. Concerns about AI valuations have spread from Asian markets to US trading. Two prominent Chinese hedge funds stated that AI stocks are in a potentially bursting bubble. Shares of Japan's SoftBank Group fell after the New York Times reported that OpenAI might postpone its IPO until 2027. South Korea's Kospi index triggered a trading halt for the second time this week due to a sharp drop in chip stocks, before partially recovering its losses. In the US, according to Bank of America data, investors withdrew $8.5 billion from US stocks for the first time in three months. Cameron Dawson, Chief Investment Officer at Newedge Wealth, stated that whether the market has the patience to wait for returns on investment from hyperscale cloud vendors is a big question. Richard Reyle, Chief Investment Officer at Questar Capital Partners, said he wouldn't buy large-cap tech or AI stocks at current levels because their dominance is waning, and Mag7 and Bitcoin peaked nine months ago and haven't recovered. Furthermore, crude oil prices continued to fall as tanker traffic through the Strait of Hormuz continued. Brian Jacobsen, Chief Economic Strategist at Annex Wealth Management, stated that energy price peaks have passed, and overall inflation has room to decline, but price pressures haven't completely disappeared.
The Trump administration launched a $17.5 billion nuclear energy support plan.
According to a Bloomberg report on June 23, the Trump administration announced a $17.5 billion low-interest loan program to support the construction of 10 new nuclear reactors across the United States. U.S. officials stated that the plan is expected to shorten the development cycle of nuclear power projects by up to three years and help meet the growing electricity demand driven by the rapid expansion of AI data centers. Under current plans, the first batch of new reactors could be operational as early as 2035. If the project proceeds fully, this will be one of the largest nuclear power expansion plans in the United States in recent years, reflecting the accelerated development of energy infrastructure in the U.S. to support the increasing electricity demand from artificial intelligence, data centers, and advanced manufacturing.