Global TradFi & Macroeconomics

Samsung Asset Management announced the launch of the 'KODEX US CPU Semiconductor TOP10' ETF on the 4th, targeting investment in global CPU companies including ARM, AMD, and Intel. The ETF allocates over 25% to each of these three leading CPU firms. The launch responds to growing CPU demand as the

As of 9:30 AM Beijing time on August 4, WTI crude oil futures rose 1.00%, while U.S. natural gas futures fell 0.22%.

According to Samsung Asset Management, the firm launched KODEX US CPU Semiconductor TOP10 ETF on August 4, allocating at least 25% each to ARM, AMD, and Intel, with the remaining allocation to CPU value chain companies including Qualcomm, Marvell Technology, Navisata Semiconductors, and Cadence

According to Odaily, on August 4, the U.S. dollar strengthened against the Japanese yen, with USD/JPY climbing 0.24% to 157.513, according to the latest data from Gate. In commodities, gold prices fell to $4,049.09 per ounce, declining 0.06% intraday, while WTI crude oil rose 1.44% to $81.52 per

Bitcoin (BTC) gives back a small portion of the overnight gains, currently around $63,460 as of Aug. 4. Tyler Williams, a senior official in the U.S. Treasury overseeing digital asset policy, has left his post. He played a core role in advancing the Trump administration’s agenda of “making the U.S. the crypto capital of the world.” Hashdex will shut down its Hashdex Bitcoin ETF, with the last trading day on Aug. 17. Macroeconomic Events & Crypto Market Hotspots 1、According to Cointelegraph, Tyle

Micron stock fell nearly 2% in premarket trading on Monday, extending losses after plunging 29% in July—its worst monthly performance since June 2005. Despite analyst expectations that memory demand remains elevated driven by AI-related applications, sentiment remains fragile as semiconductor

According to Jin10, China's central bank achieved a net withdrawal of 539 billion yuan through open market operations on August 4. The PBOC conducted 46.5 billion yuan of 7-day reverse repos, while 305.5 billion yuan of 7-day reverse repos and 300 billion yuan of overnight reverse repos matured on t

According to the People's Bank of China, the central bank conducted a 46.5 billion CNY 7-day reverse repurchase operation today (August 4). The bid amount and settlement amount both totaled 46.5 billion CNY, with the operation rate set at 1.40%, unchanged from the previous operation.

According to the Michigan Department of Health, on Monday, August 3, cumulative cyclosporiasis cases surged to 11,234, with two deaths reported for the first time since the outbreak began. The state reported 461 new cases compared to the previous Friday, with 193 hospitalizations. Both deceased

Overnight, the three major U.S. cloud providers posted strong gains, according to reports. Alphabet (GOOGL) rose 4.88% and surpassed Apple to become the world's second-most valuable company, while Microsoft (MSFT) climbed 4.93%—up roughly 25% over three trading days—and Amazon (AMZN) gained 4.58% to

As of 9:59 a.m. on August 4, the KOSPI index fell 2.62% to 6,094.56, with Samsung Electronics and SK Hynix each declining around 5%, leading the broader market downturn.

The Chinese yuan weakened today, with the midpoint exchange rate against the U.S. dollar reported at 6.7917, down 19 pips from the previous trading day's midpoint of 6.7898. The previous day's official closing price was 6.7543, while the overnight close stood at 6.7560.

Advanced Micro Devices Inc. (AMD) is set to report second-quarter earnings after the bell on Tuesday, with Wall Street analysts issuing multiple price target increases ahead of the chipmaker's results. Susquehanna lifted its price target to $500 from $450 and maintained a Positive rating, UBS

According to multiple analysts, ahead of AMD's Q2 earnings report due Tuesday, the company is benefiting from rising expectations for its server CPU market. CEO Lisa Su raised AMD's total addressable market estimate for AI server CPUs to $220 billion by 2030 at last month's Advancing AI event, up fr

According to Bloomberg, Citadel Securities forecasts that more than $500 billion in debt could be raised by 2028 to fund chips used in AI data centers, with most loans carrying three- to five-year maturities. Global markets have already absorbed approximately $570 billion in AI-related debt, much

US Treasury Secretary Scott Bessent promoted the Foreign and International Monetary Authorities Repo Facility on '2일' (local time), calling it an 'important safety valve' and expressing hope for expansion in coming months. The statement followed joint US-Japan foreign exchange market intervention on

Palladium futures main contract declined over 2% intraday on August 4, currently trading at 300.50 yuan per gram.

Shinhan Investment & Securities announced on August 4 that it will reduce its securities collateral loan rate to an annual 6.95% to ease customers' financial burden and improve transaction convenience. The revision simplifies the previously complex 24-tier rate structure into a single 6.95% annual r

According to Business Insider, South Korea's KOSPI index plunged 5% on August 3 after the AI-focused hedge fund Situational Awareness collapsed with 67% losses in July. The fund was forced to liquidate most of its publicly listed stock portfolio, including positions in SK Hynix and other