OnePage Money - Your news on time is priceless

Despite SpaceX’s sagging stock dampening the mood for blockbuster IPOs, the U.S. market remains resilient as earnings week ahead brings major companies like GM, TSLA, GOOG, and INTC to report their financial results.

Market Volatility & Oversold Opportunities: Following a rough week on Wall Street, several stocks have become significantly oversold, presenting potential bargain entry points for investors, particularly within the "Magnificent Seven."
SpaceX Stock Decline & IPO Mood: SpaceX's stock has plunged roughly 45% from its post-IPO high, dampening the mood for upcoming blockbuster IPOs, despite Cathie Wood recently purchasing $51 million in the company.
AI Dominance & Chip Manufacturing: The AI "megatrend" is driving massive investment, with TSMC ramping up its Arizona buildout for 2nm chips, while Alibaba's new Qwen model threatens global rivals like Anthropic.
Inflation Risk & Fed Policy: Investors are preparing portfolios for inflation risks, while the Federal Reserve's preferred inflation gauge faces downward revision; Fed Chair Kevin Warsh is noted for defining his tenure with worrisome words for Wall Street.
Major Earnings Week: A critical week of earnings is ahead for major companies including General Motors (GM), Tesla (TSLA), Google (GOOG), Intel (INTC), and Amazon (AMC), which will likely set market direction.
Private Credit & Regulatory Scrutiny: Wall Street's new private credit plays are drawing significant investor demand but are also facing increased regulatory scrutiny, reshaping the non-bank lending landscape.
Prediction Markets & Regulatory Uncertainty: Prediction markets are capitalizing on global events like the World Cup, adding millions of new users, yet remain in a regulatory gray area as the IRS has not provided tax guidance.
Global Market Shifts: Significant drops occurred in South Korea's Kospi (down 4.5%) due to AI stock swoons, while oil prices continue climbing, and Beijing intensifies market stabilization through state-backed equity buying.
Employment Challenges & AI Impact: A growing concern is that young graduates are struggling to secure jobs, with experts like Roubini warning that AI is increasingly displacing human labor roles.
Stable Income & Dividend Strategies: Amid market uncertainty, top Wall Street analysts are identifying specific dividend stocks as a reliable source of steady income, while Warren Buffett offered unexpected revelations in his recent CNBC interview.

西子潔能籌劃發行H股並申請在香港聯交所上市

State Capital Firms Boost Market Stability: Major state-owned capital operators, China Sinovation (中国国新) and China Chengtong (中国诚通), announced significant purchases of A-shares. China Sinovation stated it has utilized over 50 billion yuan of special recapitalization loans and配套 funds for stock repurchases and purchases to maintain market stability and support the strategic value of central enterprise assets.
Real Estate Market Shows Signs of Recovery: Beijing and Shenzhen housing markets are demonstrating a clear trend of recovery, with transaction volumes and prices improving simultaneously. Data from intermediaries shows a 43% increase in second-hand home sales in the first half of the year compared to last year, driven by a preference for high-quality "good houses."
AI and Energy Synergy Accelerates: At the 2026 World AI Conference (WAIC), the National Energy Administration highlighted the "dual empowerment" of AI and energy. The focus is on building a new energy system to support AI development, with the computing power industry becoming a new engine for electricity growth, emphasizing the "power-strong-compute, compute-promote-power" strategy.
AI Chip and Computing Sector Developments: Domestic computing power is a major focus, with the release of new large-scale models like "Kimi K3" indicating a leap in domestic open-source capabilities. Additionally, companies like Cloud Leopard (云豹智能) are pushing for IPOs to become the first domestic DPU stock, while Longxintai (长鑫科技) has launched its IPO for DRAM manufacturing, viewed as a critical piece for the A-share market.
Market Volatility and Institutional Sentiment: The A-share market recently experienced significant volatility with the Shanghai Composite Index dropping below 3,800 points. However, brokerages and institutions believe the short-term selling pressure has been largely released, and the fundamental strength of the market remains intact, with foreign institutions continuing to focus on "hard tech" sectors like electronics and ICs.
Strong Corporate Performance in High-Tech and Chemicals: Several companies reported exceptional semi-annual earnings. Copper Growth Copper Foil (铜冠铜箔) projected a net profit increase of over 486% due to high demand for high-frequency copper foil. In the chemical sector, companies like Hengyi Petrochemical and Shenghong Sealed reported net profit increases exceeding 10 times, signaling a robust recovery.
New Policies for Housing and Lifestyle: Over 80 cities in China have implemented subsidies to reduce housing costs, often bundling them with marriage and fertility incentives. Additionally, major banks like Guangfa and Industrial Bank have optimized credit card annual fee rules, reducing fees for premium cards to promote refined management of credit card business.
Robotic and Hardware Industry Growth: China's humanoid robot industry is expanding rapidly, with over 400 types of complete machines, accounting for more than half of the global share. The "Embodied Intelligence" sector at WAIC 2026 shifted focus from performances to practical industrial applications like palletizing and assembly, supported by upstream data collection and simulation infrastructure.
Financial Sector Surge and Sector Rotation: The non-banking financial sector is showing strong performance, with over 80% of Shenzhen-listed companies reporting growth exceeding 50%. Investment funds are re-evaluating AI valuations, with some taking profits while others add positions, leading to a divergence in fund performance and a shift in market sentiment towards a more rational view of tech valuations.
Global AI Infrastructure Challenges: Despite the boom in AI, the construction of AI data centers, particularly in the US, is facing new challenges, including project delays, cancellations, and capital expenditure contraction. This suggests that the early phase of "wild expansion" in AI infrastructure may be ending, prompting a more cautious investment approach globally.

The most important event is the official launch of the international financial city OSKAO in Osaka, where the Osaka government begins blockchain and financial service pilot experiments.

Objections to "Greate-Shock" (austerity shock); eliminating the unfounded "Japan is doomed" argument; use financial reserves.
Expansion and permanentization of life insurance premium deductions; "actively promote" by Life Insurance Association President Umeya Toshiohiro.
European stock markets are mixed; the London FT reports increased buy orders for energy stocks, while the DAX index shows weakness in industrial stocks.
The National Council has abandoned efforts to reach consensus on consumption tax reduction, instead recording both views, with the austerity policy decision expected early next month.
Tokyo University of Art and Mizuchi FG have partnered to launch a support project for young artists in New York.
The NY Yen is at 162 yen early; there is caution regarding forex intervention to correct yen weakness, with strong "wait-and-see" sentiment and only minor market movements.
Despite sales slump, Honda continues its joint venture with Chinese state-owned "Gourong Auto," extending the agreement to 2038.
Japan Paint Group's Shizumi Mai reports career expansion through an internal side-job system, which fosters motivation and other benefits.
Itochu is focusing on circular economy business, including the recovery and recycling of metals from urban mines.
The introduction of QR tickets by "Yurikamome" has sparked discussion on their ability to smoothly pass ticket gates, highlighting three benefits.

Based on the source, the most significant event is the AI-driven selloff (including Kimi and Moonshot releases) that pushed Bitcoin under $64,000.

Bitcoin fell below $64,000 due to a lingering AI selloff and rising oil prices hitting a one-month high.
New AI-driven IPOs from Moonshot AI, Kimi, and Alibaba are disrupting crypto markets and shaking Bitcoin's stability.
Bitcoin ETFs received fresh inflows, but they remain negligible ("peanuts") compared to the recent massive exodus.
Bitcoin stabilized near $64,000 as oil prices surged and AI-related market selloffs continued to linger.
The GENIUS Act officially turned into the "State of Crypto," marking a pivotal regulatory shift for the industry.
Michael Saylor, Bitcoin's top advocate, criticized a new blockchain cleanup plan as a "bad idea."
AI is increasingly seen as destroying the internet, with many arguing that math and cryptography are humanity's only hope.
Tether's USDT faces a two-year countdown that threatens its position on U.S. crypto platforms.
Kraken announced simpler options to unlock crypto's next derivatives market growth.
Bitcoin's quantum vulnerability received a recovery tool, though it does not apply to Satoshi's 1.1 million coins.

Disclaimer:
The information provided on this website is for informational and educational purposes only and should not be construed as financial, investment, trading, or other professional advice. All opinions, analyses, and commentary reflect the personal views of the respective authors and do not constitute recommendations to buy, sell, or hold any assets, securities, or cryptocurrencies. While every effort is made to ensure the accuracy and timeliness of the information presented, no warranty, express or implied, is given regarding its completeness, reliability, or suitability. Financial markets, particularly cryptocurrencies and digital assets, involve significant risk and volatility. You should conduct your own research, seek independent advice from licensed financial advisors, and assess your risk tolerance before making any investment decisions. The website, its contributors, and affiliates assume no liability for losses or damages arising from the use of or reliance on any information contained herein. External links are provided for convenience and informational purposes only; the site has no control over and assumes no responsibility for their content or policies. By using this website, you acknowledge and agree to these terms.