Kimi K3发布后，Anthropic预期估值蒸发1264亿美元
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"White-haired stock market guru" Serenity: Leaked documents show Anthropic may be planning to acquire 1.4GW of data center capacity in Australia.
According to Odaily Odaily, Serenity, the "white-haired stock market guru," posted on the X platform that, based on leaked internal Anthropic documents, the company plans to acquire approximately 1.4 GW of data center power capacity from Australia, corresponding to an investment of about US$21.6 billion. Meanwhile, Neocloud companies such as IREN and SHAZ have been continuously building sovereign data centers in Australia, indicating that investment in AI infrastructure is still accelerating.
Analysis: South Korean stocks have plummeted more than 20% from their peak and are poised to enter a technical bear market.
PANews reported on July 8th that, according to Jinshi, the South Korean stock market continued its decline, with the KOSPI index falling by more than 6% intraday, accumulating a drop of over 20% since its June peak, poised to enter a technical bear market. Samsung Electronics and SK Hynix fell by approximately 7% and 5% respectively, as investors reassess the prospects for AI demand. South Korea has been the world's best-performing stock market this year, but its over-reliance on two chipmakers makes it particularly vulnerable to shifts in industry sentiment. Leveraged ETFs amplified two-way volatility, further exacerbating market fluctuations. Despite Samsung Electronics' quarterly profit surging 19-fold this week, chip stocks continued their decline, highlighting that traders are demanding more evidence to justify the exorbitant investments across the entire supply chain. Fidelity International portfolio manager Ian Samson stated, "The current increased volatility stems largely from fundamental uncertainty."
Analysis: Chip stocks led the gains, and the S&P 500 is poised to break through 8,000 points.
According to an article published on the X platform by The Kobeissi Letter, published by Odaily Odaily, chip stocks have become the new leading sector in this round of the US stock market bull run. Although many stocks in the "Magnificent 7" have fallen more than 20% from their recent highs, the semiconductor sector has taken over the market's leading role. In fact, eight of the top ten performing stocks in the S&P 500 this year are from the chip industry. With large-cap tech stocks regaining market dominance, and the semiconductor sector maintaining its strength or fluctuating at high levels, the S&P 500 is expected to break through 8000 points.
Analysis: Bitcoin mining companies are shifting towards AI infrastructure, and their performance continues to outperform Bitcoin.
PANews reported on July 8th that, according to BIT analysis, AI-related stocks such as semiconductors and memory chips have recently undergone a round of valuation repricing, resulting in a slight price correction. However, Bitcoin mining companies have significantly outperformed Bitcoin. In fact, since the beginning of 2025, Bitcoin mining company stocks have risen by 167%, while Bitcoin has fallen by 35% over the same period. This divergence, which began in the third quarter, now appears to be more of a structural change than a short-term fluctuation. As mining companies gradually transform into AI infrastructure providers, the market is beginning to re-evaluate these companies using different valuation logics. If this round of correction in the AI sector stabilizes, some Bitcoin mining companies may still be worth watching.
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.
AI Land Grab: Anthropic's New York Team Expands to 1,000, Manhattan Landmark Buildings Seek Acquisition from AI Giants
According to Beating, Anthropic announced the lease of a 16-story office building in Hudson Yards, Manhattan, with plans to double its local team to 1,000 people this year. The new office, located at 330 Hudson Street, spans approximately 466,000 square feet, a 30-fold increase from its existing 15,500 square feet. This transaction is not an isolated case; Manhattan is experiencing a land grab by artificial intelligence companies. Data from real estate consultancy Cushman & Wakefield shows that in the first quarter of 2026, the leased office space for the artificial intelligence industry in Manhattan reached 1.03 million square feet, exceeding the total for the entire year of 2025. The proportion of artificial intelligence in local tech industry office leasing has also surged from 20.9% in 2024 to 55.9%. Besides Anthropic, OpenAI and legal AI startup Harvey have also previously leased large office spaces in Manhattan.