According to a report by Politico, as cited by Fox Business's crypto reporter on the X platform, the US Senate has decided to postpone the Clarity Act vote until September.

According to Odaily Planet Daily, market data shows that Hong Kong-listed large-scale model concept stocks surged, with MINIMAX-W rising over 9% and Zhipu rising over 6%.

According to Odaily Planet Daily, market data shows that Hynix (07709), which is held by two large long positions in Southern Securities, has fallen by more than 10%.

Odaily Planet Daily reports that the Korea Digital Convergence Industry Association has released a document titled "Expected Revisions and Detailed Guidelines for Supplementary Regulations to the Tokenized Securities System," which focuses on clarifying the scope of "pooling" of similar underlying assets, off-exchange trading limits for ordinary investors, access conditions for off-exchange exchanges of non-standardized securities, the roadmap for tokenization of standardized securities (STO), and requirements for issuer account management institutions. The document mentions that a separate annual limit will be set for off-exchange tokenized securities traded by ordinary investors. It will also establish licensing standards for off-exchange trading venues and incorporate multiple asset valuation standards and profit distribution methods. It is understood that the detailed rules will still need to undergo legislative, public consultation, and regulatory review procedures before being finalized. The new regulations are expected to promote the tokenization of non-standardized securities such as investment contracts and income-generating securities to standardized securities such as stocks and bonds, while further improving investor protection and market infrastructure. (EToday)

According to Odaily Planet Daily, JPMorgan Chase CEO Jamie Dimon stated that the market may be underestimating the impact of AI infrastructure investment on the US economy. He believes that the current AI construction cycle is not just an expansion of the technology sector, but a broader investment cycle that is spreading to manufacturing, energy, engineering, and the job market. Dimon predicts that AI-related investments may boost US GDP growth by about 1 percentage point this year, and may continue to contribute a similar amount next year. Currently, US private data center construction spending reached an annualized level of $68.3 billion in June, a year-on-year increase of 45.8%. Meanwhile, tech giants such as Amazon, Alphabet, Microsoft, and Meta expect their combined capital expenditures to reach $735 billion to $760 billion by 2026. Dimon stated that AI investment will ultimately generate long-term returns in the chip, server, network equipment, and energy sectors as inference demand grows. (The Street)