Tencent Cloud announced that the official version of the DeepSeek-V4 'Factory Direct Supply' model is scheduled to launch in mid-July on the large model service platform TokenHub and the intelligent agent development platform. This version update will bring multiple functional optimizations and performance enhancements. Additionally, to better allocate resources and improve service stability, the pricing strategy for the model will be adjusted in sync with the factory following the official release, introducing a peak and off-peak pricing mechanism.

On July 3, in order to thoroughly implement the spirit of the Fourth Plenary Session of the 20th Central Committee of the Communist Party, enhance the competitiveness and attractiveness of the domestic capital market, and improve the inclusiveness and adaptability of the capital market system, the China Securities Regulatory Commission (CSRC) has proposed amendments to the 'Administrative Measures for the Registration of Securities Issuance by Listed Companies', the 'Administrative Measures for the Registration of Securities Issuance by Listed Companies on the Beijing Stock Exchange', and supporting rules. Public opinion is now being sought.

The AI storage and semiconductor sectors have recently shown significant cooling, while Bitcoin has rebounded from its recent low to above $61,000, sparking discussions on whether funds are beginning to reallocate towards digital assets. Stocks like SanDisk and Micron have seen a noticeable decrease in momentum, with the DRAM ETF falling about 25% from its mid-June peak, and the SMH down approximately 12%. Analysts point out that the increasing congestion in AI trading, combined with corrections in some leading stocks, is driving a rotation of funds within risk assets. Although it is still difficult to determine if a sustained style switch is forming, the simultaneous cooling of the AI sector and the rebound of Bitcoin suggest that the market is beginning to show signs of rebalancing within risk assets.

On July 3, Pegatron Holdings announced that the company has released a proposal for a private placement of A-shares for the year 2026, aiming to raise no more than 9.6 billion yuan. After deducting issuance costs, the funds will be used for the 'Qingding AI Server and High-Density Interconnect (HDI) Project for High-Speed Optical Modules.' The issuance will involve no more than 35 specific investors, with the number of shares issued not exceeding 10% of the total share capital prior to the issuance, which is approximately 232 million shares. The total planned investment for the fundraising project is 12.73 billion yuan, which will add about 655,600 square meters of high-end HDI annual production capacity to seize opportunities in the AI computing power industry and strengthen the company's leading position in the industry.

Market data shows that BTC has surpassed $62,000, currently priced at $62,035.54, with a 24-hour increase of 1.22%. The market is experiencing significant volatility, so please ensure proper risk management.

On July 3, Bank of America reported that investors are withdrawing from the U.S. stock market at the fastest pace since March. A team led by Michael Hartnett noted in their report that, according to EPFR Global data, U.S. stock funds saw an outflow of $17.2 billion in the week ending July 1. Meanwhile, investors are shifting their focus to some international stocks, with the Japanese stock market attracting approximately $1.9 billion in inflows, marking the largest inflow in seven weeks.

Circle has newly minted 250 million USDC on the Solana blockchain through the USDC Treasury, valued at approximately 250 million dollars.

On July 3, Jiang Bolong announced that it expects the net profit attributable to shareholders of the listed company for the first half of 2026 to be between 9.2 billion and 11 billion yuan, representing a year-on-year increase of 62,204% to 74,394%. The performance change is mainly due to increased downstream demand and limited growth in global storage wafer capacity. The company ensures wafer supply and supports edge AI demand with self-developed chips and software architecture.

On July 3, Guotai Junan announced that in the first half of 2026, it expects to achieve a net profit attributable to the parent company's owners of between RMB 20.003 billion and RMB 20.511 billion, an increase of 27% to 30% year-on-year; the net profit attributable to the parent company's owners, excluding non-recurring gains and losses, is expected to be between RMB 19.249 billion and RMB 19.757 billion, an increase of 164% to 171% year-on-year.

On July 3, Samsung announced an investment of approximately 60 trillion won in the Yeongnam region of South Korea to establish production centers for humanoid robots, solid-state batteries, AI server packaging substrates, and high-value-added ships. This initiative aims to integrate artificial intelligence transformation (AX) and robotics with existing manufacturing, positioning the Yeongnam region as a global leader in physical AI innovation clusters. Samsung Electronics President and DX (Device Solutions) Head, Roh Tae-moon, attended a national briefing on the vision for advanced industry development in Yeongnam held at Gyeongsang National University in Jinju, South Gyeongsang Province. He stated, 'We will create 200,000 high-quality jobs in the Yeongnam region by concentrating investments in humanoid robots, AI data centers, and advanced manufacturing.' Following Roh's speech, Samsung released a press statement detailing the group-level investment plan centered around Gimhae, Ulsan, Busan, and Geoje.