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Tom Lee: The pullback following SpaceX's unlocking presents a good buying opportunity; chasing the price higher in the short term is still not recommended.
According to BlockBeats, in a recent interview on July 3rd, BitMine Chairman Tom Lee stated that he would not set a specific price target for SpaceX because its growth is primarily focused on the future. "Setting a target now is essentially discounting the growth of the next 20 years to the present, which is almost pure speculation." Tom Lee specifically mentioned the upcoming share unlocking, which may create selling pressure from early investors hedging their positions. However, this selling pressure "will actually become a good buying opportunity." Tom Lee believes that chasing SpaceX at high prices in the short term is not advisable; it is appropriate to use the pullback caused by the unlocking to build a position. SpaceX's first major unlocking window is expected after the Q2 earnings report, between the end of July and mid-August. It will allow eligible insiders/early investors to sell up to 20% of their shares; an additional 10% will be unlocked if the share price consistently exceeds the IPO price by 30% (approximately $175 or more). Following this, there will be multiple small unlocks, such as approximately 7% around August 21st and September 10th, and phased releases at 70/90/105/120/135 days; approximately 28% will be released after the Q3 financial report, and finally, the majority of the remaining shares will be fully unlocked after the 180-day lock-up period ends. Shares held by Musk and other core shareholders have a longer lock-up period, approximately 366 days until June 2027. Overall, August and September will be a period of concentrated unlocking pressure for SpaceX.
Tom Lee: US stocks are expected to strengthen in July, with the S&P 500 potentially reaching 8,000 points this year.
According to BlockBeats, on July 6th, Tom Lee, Chairman of BitMine, Ethereum's largest financial institution, stated in an interview with CNBC that he expects US stocks to perform stronger in July because market valuations are more reasonable than before, and investor sentiment is not overly bullish. July marks the start of the second-quarter earnings season, and first-quarter corporate earnings significantly exceeded expectations. Currently, the market's price-to-earnings ratio is about 1.1 percentage points lower than in January, and he expects second-quarter earnings to again exceed expectations, further lowering market valuations and leaving room for price-to-earnings ratio expansion. Therefore, he believes July will be a stronger month for stocks. Regarding whether the S&P 500 can reach 8000 points this year, Tom Lee stated that this goal is achievable. He stated that 8000 points roughly corresponds to $400 in earnings per share in 2026, or a price-to-earnings ratio (P/E ratio) of approximately 20. He believes this earnings forecast is low, and the P/E ratio could reach 22 or higher, implying an upside potential of 8400 to 8800 points by the end of the year. However, Tom Lee also indicated that the market may experience a correction that "feels like a bear market" between now and the end of the year, likely between August and October, rather than in July. Many fund managers have underperformed their benchmarks this year; currently, only 23% of fund managers have outperformed the broad-based growth stock index, the lowest level in nearly five years. Therefore, there may be significant buying demand in July. Tom Lee added that while the decline from February to April this year was only about 7%, it already gave a bear market-like feeling; later in the year, factors such as the Fed's new framework and the gradual unlocking of SpaceX shares may test the market.
Tom Lee: The rise in the ETH/BTC exchange rate indicates that investors expect improved visibility of crypto use cases.
According to BlockBeats, on July 6, Tom Lee, chairman of BitMine, the largest Ethereum treasury, wrote that although there is still widespread skepticism about ETH in the market, the rise in the ETH/BTC exchange rate shows that investors are expecting improved visibility of cryptocurrency "use cases," which is a good thing for the market.
Yitian Intelligent: Subsidiary plans to purchase servers and related equipment for no more than 550 million yuan, mainly for providing computing power services to customers.
According to Mars Finance, Yitian Intelligent (300911.SZ) announced that its wholly-owned subsidiary, Gansu Yisuan Intelligent Technology Co., Ltd., plans to purchase servers and supporting equipment from multiple suppliers. The total contract amount is expected to not exceed 550 million yuan, mainly for providing computing power services to customers. (Cailian Press)
Musk: SpaceX AI will release Grok 4.5 tomorrow.
According to Foresight News , Musk announced that SpaceX AI will release Grok 4.5 to the public tomorrow. It is an Opus-level model, but faster, more efficient, and cheaper.
US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)