[Goldman Sachs Raises SpaceX Target Price to $220, Q2 Earnings Exceed Expectations] According to Tide Research, SpaceX's Q2 revenue exceeded Goldman Sachs' expectations by approximately 17%, and GAAP operating profit surpassed expectations by about 92%. AI business quarterly revenue reached $7.67 billion, exceeding Goldman Sachs' forecast of $5.6 billion. Goldman Sachs has raised its 2026 AI revenue projection by 49% to $23.3 billion. Starlink broadband user numbers exceeded expectations, with management estimating an annual revenue run rate of $100 billion achievable by December. The 14th launch of Starship is expected to occur within a month. Goldman Sachs has raised the target price from $205 to $220, maintaining a buy rating. The current stock price of $125 implies approximately 76% upside potential. Goldman Sachs projects full-year free cash flow for 2026 to be negative $26.3 billion.
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More >Kite 基金会监测到 KITE 代币攻击，已暂停转账与跨链功能
[Kite Foundation Detects Attack on KITE Token, Transfers and Cross-Chain Functions Suspended] Kite Foundation has detected an attack on the KITE token on the Ethereum mainnet and has suspended KITE token transfers and cross-chain bridging on the Ethereum mainnet. The affected tokens have been frozen in place and have not entered the secondary market. The impact of the incident is limited to the Ethereum mainnet.
Live updates: Bitcoin nears $65,000 as oil, inflation hopes keep macro bid alive
Trump’s comments on jobs, inflation and a possible Strait of Hormuz deal have helped risk sentiment, but bitcoin’s next move depends on whether lower oil actually pulls Treasury yields and the dollar down.
高盛上调全球 AI PCB 及 CCL 市场规模预测
[Goldman Sachs Raises Global AI PCB and CCL Market Size Forecast] According to TrendForce Research, Goldman Sachs' August 5 report raised the 2027 global AI PCB market size forecast to $38 billion and the AI CCL market size forecast to $22 billion. It also predicts that by 2028, the PCB market size will reach $84 billion, and the CCL market size will reach $48 billion. AI server PCB shipments are expected to increase from 1.3 million square meters in 2026 to 4.5 million square meters in 2028, while CCL shipments will grow from 42 million sheets to 131 million sheets. Goldman Sachs has issued a "Buy" rating for Shengyi Technology, Victory Giant Technology, Shennan Circuits, Panasonic HD, Mitsui Metals, Nitto Boseki, Kinwong, HannStar Board, Zhen Ding, and Taiguang Electronics.
OKX Announces Listing of HOMEUSD UM(X-Perp) and BIOUSD UM(X-Perp)
OKX has announced the addition of HOMEUSD UM(X-Perp) and BIOUSD UM(X-Perp) to multiple services, including futures contracts, officially launching on August 6, 2026, at 18:00 (UTC+8). Notes: - HOMEUSD UM (X-Perp) trading will open on August 6, 2026, at 18:00 (UTC+8). - BIOUSD UM (X-Perp) trading will open on August 6, 2026, at 18:15 (UTC+8). - X-Perp is a leveraged trading product. Users are advised to fully understand the associated risks and manage their positions responsibly.
Japanese stablecoin issuer JPYC raises $38 million in Series B funding
According to The Block, Japanese stablecoin issuer JPYC has completed a Series B additional funding round, with a total financing amount of $38 million. AZ-COM Maruwa Holdings has injected $6.3 million, which will be used for financial and Web3 ecosystem construction, as well as the practical application of JPYC.