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[Morgan Stanley Raises 2027 Capital Expenditure Forecast for Four Major Cloud Providers and SpaceX] According to Trend Research, Morgan Stanley has raised the 2027 capital expenditure forecast for Microsoft, Google, Amazon, Meta, and SpaceX to $1.15 trillion, a year-on-year increase of 47%.
According to data from AiCoin, the PLTR contract on Hyperliquid is currently trading at $170.1, down 1.7% in 24 hours and rebounding over 36% from its recent 7-day low of $123.74. The transaction volume in the past 24 hours was 16.39 million US dollars, and the value of open contracts was approximately 21.399 million US dollars. The previous largest bear (0x4e2), the giant whale, has significantly reduced its position. As of press time, the address shorted approximately 34900 PLTRs at 10 times each position, with a position value of 5.926 million US dollars, an average opening price of 169.46 US dollars, a floating loss of 12000 US dollars, and a return rate of -2.1%; The liquidation price is $187.09, which is about 10.2% higher than the current price. Compared to the previous 78300 empty positions, the address has net replenished 43400 PLTRs, a decrease of 55.4% in position. The proportion of its holdings in the overall market OI of PLTR has also decreased from 39% to 27.7%, but it is still one of the largest PLTR shorts currently. According to tracking, the address is currently PLTR's largest pending order holder, with two layers of orders placed around the existing empty warehouse, totaling approximately $26.2 million, equivalent to 122.4% of the current OI of the subject. among which -167.30 to 168.50 USD: 40 buy orders, planned to purchase approximately 98900 PLTRs, with a nominal amount of 16.6 million USD and a weighted hanging price of 167.90 USD. If all transactions are completed, not only will it replenish the remaining short positions, but it may also hold 64000 PLTR long orders in reverse. -175.90 to 179.08 USD: 49 sell orders, planned to sell approximately 54300 PLTRs, with a nominal amount of 9.6 million USD and a weighted hanging price of 176.80 USD. If the price rises and triggers this batch of orders, the empty position will expand to 89200 units. The current hourly capital rate of PLTR is about+0.000220%, and the market has not yet shown obvious one-sided bullish crowding. The trading core of this whale is no longer simply following trends, but actively betting on a wider price range after the recent surge. The giant whale is a high-frequency event trader primarily focused on the US stock market, often rapidly rotating between storage, semiconductor, and technology stocks through multi million dollar positions and intensive tiered orders. Since May, its contract has accumulated a profit of over 17.4 million US dollars. Whale Address: 0x4e23288ce4960f9f962195c22948e4bc7ae20c3 Join the smart money community on the chain and receive more whale warnings: https://www.aicoin.com/link/chat?cid=N6OVMor5g
OKX has announced the addition of DappOS (DOS) to multiple services, including futures contracts, officially launching on August 10, 2026, at 20:00 (UTC+8). Notes: - The DOSUSDT perpetual contract will officially launch on August 10, 2026, at 20:00 (UTC+8). - The contract leverage range is from 0.01x to 20x. - The funding rate settlement cycle is every 4 hours. If the rate reaches the upper or lower limit, the settlement frequency will automatically adjust to once per hour.
According to the popularity ranking, HYPE ranks first in popularity, while TST has the largest increase. The popularity ranking is as follows: ① HYPE ($54.69,0.37%) ② TUT ($0.1475,-12.67%) ③ BICO ($0.04316,-15.17%) ④ BMT ($0.02890,17.34%) ⑤ TST ($0.02356,47.80%) The selling power of TST's main funds is average, with a net outflow of $2.7757 million within 24 hours and a transaction volume of $104 million within 24 hours, of which the main funds had a net outflow of $58400.
[South Korea Establishes 5 Trillion Won Semiconductor Fund, Provides 5 Trillion Won Trade Financing] According to Reuters, South Korea's Presidential Chief of Staff Kang Hoon-sik stated that South Korea will launch a 5 trillion won (approximately $3.52 billion) semiconductor fund to invest in chip materials, components, and fabless companies. The government will provide 5 trillion won in trade financing to support export-oriented suppliers and promote the passage of the 'Special Mega Industrial Complex Act.' The government plans to secure 650,000 tons of water supply for semiconductor projects in the Honam region by 2030, and the Yongin Semiconductor Cluster will receive a planned power supply of 14.7 billion watts by 2041.
According to the announcement of King'an, the King'an contract platform will launch four U-based TradFi perpetual contracts on August 11: at 10:00, KUAISHOUUSDT will be launched, with the target of Kwai Technology - W; at 10:05, MEITUNUSDT will be launched, with the target of Meituan-W; at 10:10, CSOPSKHYNIX2LUSDT will be launched, with the target of the product of Nanfang Dongying SK Hynix with a maximum of twice the daily leverage; 10: CSOPSAMSUNG2LUSTT will be launched on the 15th, targeting products from Southern Dongying Samsung Electronics with a maximum daily leverage of 2 times. The above contracts are settled in USDT, with a maximum support of 20 times leverage, trading 24/7, and fund rates settled every 8 hours.