英伟达披露持有SpaceX约210亿美元股份，AI产业资本纽带进一步加深
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Samsung begins mass production of next-generation enterprise-grade SSDs for Nvidia Vera Rubin.
According to BlockBeats, on July 8th, Samsung Electronics began mass production of its most advanced data center storage hard drive, which will be used in NVIDIA's upcoming Vera Rubin platform. This enterprise-class solid-state drive, named PM1763, was first announced earlier this year at NVIDIA's GTC conference. Samsung also showcased its next-generation high-bandwidth memory (HBM4) and low-power SOCAMM2 modules at the time, as part of a comprehensive solution for AI data centers. Samsung stated on Wednesday that the PM1763 features the company's latest V-NAND flash memory chips and a newly developed 4nm controller, offering more than double the read and write speeds of its predecessor. The PM1763 is designed to reduce data latency for advanced processors and AI accelerators. To maintain high-speed performance during AI training and inference, the drive employs a liquid-cooling design.
Bernstein: Launches coverage study on SpaceX, target price $239
According to Mars Finance, Bernstein has launched a coverage study on SpaceX (SPCX.O) with an "Outperform" rating and a target price of $239.
xAI renamed its X account to SpaceXAI
Odaily Odaily reports that xAI has renamed its X account to SpaceXAI. (Jinshi)
Goldman Sachs injects a strong boost into South Korean stocks: another 20% rise in the second half of the year! Market leverage risk is overestimated, and opportunities will spread to six main themes.
According to BlockBeats, on July 6th, Goldman Sachs released its second-half strategy framework for the South Korean stock market, maintaining its 12-month target of 12,000 points for the KOSPI index, representing over 20% upside from current levels. The core support comes from a 320% year-on-year earnings growth forecast and a forward P/E ratio of only 6.65. This indicator is 2.7 standard deviations below its historical average, the lowest since 2009. In the first half of the year, South Korean stocks led Asia with a 92% gain, but this growth was primarily driven by upward revisions to earnings rather than valuation expansion: forward EPS was revised upwards by nearly 200%, while the forward P/E ratio actually compressed slightly. Samsung Electronics and SK Hynix contributed nearly 90% of the index's gains, with their combined market capitalization weight rising to 56% and their earnings weight reaching 72%. Goldman Sachs believes this concentration reflects earnings more accurately than a bubble, but market breadth has fallen to its lowest level since the pandemic, and continued gains in the second half of the year will likely lead to increased volatility. Regarding retail investor concerns, Goldman Sachs points out that leverage levels are overvalued. The growth in leveraged ETF size is primarily driven by asset appreciation rather than new leveraged funds. The margin loan-to-deposit ratio is actually declining, indicating that retail investors still hold substantial cash reserves and their asset allocation remains heavily focused on real estate. Goldman Sachs believes that opportunities in the Korean stock market in the second half of the year will expand from memory chips to six main themes: the industrial sector (accelerated defense orders, unmet demand for VLCC replacements), robotics and physical AI (Korea's auto parts ecosystem is expected to become a core supplier of humanoid robots), batteries and power infrastructure (driven by data center energy storage demand), beneficiaries of corporate governance reforms (multiple regulations implemented since July, with over 70% of listed companies having a PBR below 1), reflation trading (semiconductor profit spillover effects driving upward revisions to GDP and extending the interest rate hike cycle), and the semiconductor capital expenditure supply chain (the government plans to invest 800 trillion won in three major projects). Goldman Sachs also warns of three risks: seasonal weakness in the third quarter, technical correction pressure from a significant deviation of the index from the moving average, and amplified volatility due to hedging operations by leveraged ETF market makers. The combination of earnings growth and low valuations makes South Korea the market with the lowest PEG ratio in Asia, and the current valuation misalignment provides significant room for stock selection in the second half of the year.
Samsung's second-quarter earnings forecast hit a record high: surging memory chip sales offset weak overall device business.
PANews reported on July 5th that, according to Etoday, Samsung Electronics is expected to release its preliminary financial results for the second quarter of 2026 on July 7th. The market generally anticipates its operating profit to reach approximately 85 trillion won, continuing its historically high profitability. Financial data agencies predict that the company's second-quarter revenue will be approximately 169.4 trillion won, with an operating profit of approximately 85.5 trillion won, representing a significant year-on-year increase, primarily driven by soaring memory chip prices fueled by demand for AI infrastructure. Analysis shows that the semiconductor division (DS) has become the core profit engine, with the average selling price of DS and NAND flash memory expected to increase by 40% to 60% quarter-on-quarter. The significant expansion of AI computing power has boosted memory demand, contributing over 90% of the company's profits.
A BTC whale with 40x leverage suffered four consecutive partial liquidations, accumulating losses of nearly $300,000.
According to BlockBeats, on July 5th, OnchainLens monitoring revealed that the whale address "0x2117" experienced four consecutive forced liquidations of its 40x leveraged Bitcoin short position within the past 24 hours. A total of 97.99 BTC, worth approximately $6.18 million, were liquidated, resulting in a realized loss of approximately $298,800. Despite this, the trader still holds a 40x leveraged short position of 67.98 BTC (approximately $4.26 million), with an unrealized loss of approximately $179,200. The liquidation price is only about $902 higher than the current BTC market price.