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8/6
08:16
Investment firm Antipodes Global Value Strategy在其2026年第二季度投资者信中披露,已退出法国制药和医疗保健公司赛诺菲(Sanofi, NASDAQ:SNY)的持仓。该策略指出,退出原因是赛诺菲一系列的研发管线受挫,这影响了其对赛诺菲管理Dupixent独占期结束后市场竞争能力的信心,并认为其研发转型可能需要多年时间,且公司近期在业务发展方面的记录不佳。赛诺菲股价在2026年8月5日收于42.78美元,过去一个月下跌2.55%,过去52周下跌9.80%。
08:15
The 11th batch of three-year Silver Bonds, aimed at senior citizens, will go on sale from August 21, amid market expectations that the US Federal Reserve will raise interest rates later this year.
08:12
Dow Jones Industrial Average and S&P 500 futures edged up in early trading on Thursday, while Nasdaq futures declined. Storage giants SanDisk and Western Digital, along with Datadog, were among the main decliners due to poor earnings reports. In contrast, NVIDIA boosted the Dow, helping it reach a new intraday high. The overall market performance was mixed, closing lower.
08:11
Kenvue's second-quarter adjusted profit was 31 cents per share, slightly below analysts' average expectation of 32 cents; sales increased by 3% to $3.96 billion, also slightly below analysts' expectation of $3.97 billion. The company's adjusted gross margin decreased to 60.2% from 60.9% a year ago, primarily due to inflation, tariffs, and exchange rate-related costs. The company is currently in the process of a $40 billion acquisition by Kimberly-Clark, with the transaction expected to be completed in the fourth quarter of 2026.
08:11
Cathie Wood's investment firm, ARK Invest, increased its holdings by approximately $14.2 million in TSMC (TSMC) stock and about $14.5 million in SpaceX stock. To fund part of these purchases, ARK Invest reduced its holdings by approximately $1.1 million each in Amazon and Google, and about $5 million in Shopify stock. This move reflects the renowned investor's view on the long-term growth opportunities in artificial intelligence and space technology.
08:11
D-Wave Quantum reported a loss of 13 cents per share for the June quarter, which was wider than analysts expected, though it narrowed from a 55-cent loss a year earlier. Revenue remained flat year-over-year at approximately $3.1 million, also missing expectations. Following the news, D-Wave stock declined.
08:02
Analysis indicates that institutional Bitcoin investment vehicles have cut their holdings by 10%, leading to emerging doubts over the Bitcoin corporate treasury model.
08:02
Tether announced a strategic collaboration with Saudi-based First Advanced Data for Artificial Intelligence LLC (First Data) and BKN301 to deploy Hadron by Tether as the core technology platform. First Data will serve as the commercial lead, issuer, and primary market operator for tokenized institutional-grade real estate assets, with BKN301 providing integration and operational support. This initiative aims to unlock liquidity in traditionally illiquid asset classes and aligns with Saudi Arabia's Vision 2030 modernization objectives.
07:49
The European Union has notified Antigua and Barbuda, Dominica, Grenada, Saint Lucia, and St. Kitts and Nevis, demanding that these countries cease their Citizenship by Investment (CBI) programs. These "golden passport" schemes provide significant non-tax revenue for the Caribbean nations, and the EU's objection is not based on specific security concerns, but rather on the concept of obtaining passports through commercial transactions itself. The Caribbean nations are planning a coordinated response.
07:40
The analysis highlights that while Bitcoin's 30-day implied volatility has fallen to a long-held floor of 36%, this should not be mistaken for low risk. Adam Haeems, head of asset management at Tesseract Group, warned that cheap volatility encourages traders to build large directional bets, which can accelerate price swings if the market moves. Paul Howard, a senior director at market-making firm Wincent, noted a weakening demand for puts and a lack of strong bids for upside exposure, suggesting the bear market may be nearing its lowest price range for this cycle.
07:35
Summer Mersinger, CEO of the Blockchain Association and former CFTC commissioner, argued that The Wall Street Journal's editorial board misinterpreted the Clarity Act. Mersinger stated the bill is pro-innovation, pro-competition, and pro-consumer, designed to end regulatory gray zones and open paths for innovations like tokenized stocks and bonds. She criticized the Journal's stance as protectionist, suggesting it favors established banks by opposing competition in customer rewards and mischaracterizing the bill's provisions on illicit finance and securities oversight.
07:30
According to Cointelegraph, the attacker allegedly behind the Coldcard exploit has transferred 64 Bitcoin (BTC) and 200 Ethereum (ETH) to a cryptocurrency mixer. The summary notes that although these digital assets have been moved, the majority of the stolen funds remain traceable in wallets controlled by the attacker.
07:27
Unitree Robotics today released its IPO prospectus for the STAR Market, setting the offering price at 150.80 yuan per share. The company expects to raise approximately 6.1 billion yuan through this IPO, with an estimated market capitalization of about 61 billion yuan after listing. Online and offline subscriptions will commence on August 10th. The company projects revenues of 1.052 billion to 1.128 billion yuan and net profit attributable to the parent company of 258 million to 306 million yuan for the first half of 2026. The offering price corresponds to a diluted price-to-earnings ratio of approximately 219.23 times for 2025, which is higher than the average level for the general equipment manufacturing industry to which it belongs.

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