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The Ukrainian government stated that the remaining Black Sea ports in the Greater Odessa region are essentially closed due to Russian airstrikes, and its planned agricultural exports may be halved, posing a risk to global food supply.

According to exclusive information from Intelligent Era AGI, DeepSeek is actively recruiting for emotional intelligence data product manager positions, with a daily salary of 510 yuan. The role is responsible for optimizing DeepSeek's model performance in emotional scenarios, enhancing the realism and immersion of role-playing and emotional interactions, and deeply exploring Badcases in emotional scenarios for attribution analysis.This recruitment information indicates that DeepSeek is expanding from basic capabilities like programming towards emotional interactions that are closer to human language. The product positioning is similar to Doubao, aiming to create a more "personalized" AI model system, rather than being limited to programming scenarios. Previously, DeepSeek launched the Harness preview version for developers on August 13. According to Citigroup's research report and Analysys data, the current market competitor WorkBuddy has surpassed 20 million cross-platform MAU, with 20.97 million monthly visits on the PC side. DeepSeek has not yet provided details on specific product planning for emotional AI.

According to ChainCatcher, Guangdong Province's first special financial product for the token economy, "Token Loan," was launched in the Haizhu District of Guangzhou. Taking Bank of China Guangzhou Branch as an example, a dedicated financing product specifically developed for small and micro enterprises in Haizhu's computing power sector—the Computing Power Token Loan—has been introduced. The credit limit is determined based on the contract/token consumption amount and can provide guarantees mainly through credit, accounts receivable pledges, and order financing. It can also combine guarantees, mortgages, and other forms of collateral to further expand the credit limit. New companies can apply for financing based on orders if they provide continuous operation proof materials from their original operating enterprises or offer guarantees. It is reported that the initial credit funding from Bank of China has reached 28 million yuan.

According to South Korean media ZDNet Korea, Samsung Electronics is adjusting the original purpose of its NRD-K Line 2 at the Giheung campus from a research and development facility to a wafer foundry line, with the main target product being the 2nm base chips required for NVIDIA's HBM. This production line is expected to be operational in the second half of 2028, adopting a "Send-Fab" model, which involves receiving wafers from other mass production lines and performing specific processes.NRD-K is the most advanced composite research and development campus built by Samsung Electronics to seize future semiconductor technology, with a total investment of approximately 20 trillion won, planning for three production lines, of which the first line is scheduled to be completed by the end of 2024. This adjustment aims to proactively respond to the expansion of HBM demand driven by investments in AI infrastructure. Samsung plans to first apply the 2nm process to custom HBM and HBM5 to maintain performance advantages.Industry insiders point out that the scale of NRD-K Line 2 is relatively small, making it suitable for operation in the Send-Fab format. However, there are still about two years until the production line is operational, and the final purpose may be adjusted again based on market conditions. Samsung had previously considered using this production line for DRAM production, but after modifications to the relevant plans this month, DRAM capacity will be more concentrated in the Pyeongtaek campus. Equipment procurement orders have not yet been officially issued.

According to DIGITIMES, NVIDIA's next-generation AI platform Feynman aims for mass production in the second half of 2028, utilizing TSMC's A16 process and incorporating SoIC 3D stacking and CPO technology. The Rubin generation focuses on integrating multiple small chips with HBM, while Feynman further develops towards 3D small chips, SoIC, and CPO. The report indicates that TSMC is accelerating the construction of related production capacity, with the original plan for SoIC monthly capacity to reach 20,000 pieces by the end of 2026, now updated to a target of 50,000 pieces by the end of 2027.The construction progress of TSMC's Chiayi AP7 and Tainan AP8 is also accelerating, with AP7 planned in 8 phases. P1 and P2 have entered installation, P3 and P4 have obtained construction permits, and P5 to P8 are still in planning. In addition to mass-producing Apple-specific WMCM, the factory will configure SoIC, CoPoS, and CPO production lines according to customer demand. NVIDIA has rapidly shifted its R&D and supply chain resources to the Feynman platform, and the spillover effect of TSMC's advanced packaging orders continues to expand, with Siliconware becoming the main testing and packaging factory for NVIDIA's CoWoS and CPO orders. The NVLink interconnect bandwidth of NVIDIA's Feynman platform is expected to exceed 1 PB/s, further improving from Rubin Ultra's 520 TB/s. TSMC's COUPE technology integrates EIC and PIC in 3D through SoIC to form a light engine, advancing optoelectronic conversion from traditional circuit boards to the internal packaging structure. Since 2026, NVIDIA has invested over $40 billion in building the AI ecosystem, covering areas such as models, wafer manufacturing, data centers, and optical communications.

According to official news, Saturn announced a partnership with Ondo to bring institutional-grade tokenized assets into Saturn's (STRC) structured products.At the same time, Ondo also made a strategic investment in Saturn.

Bitget has launched the US stock bottom-fishing interest-earning product FCN (Fixed Coupon Note), allowing users to use USDT to subscribe to structured products linked to US stock rToken and set target purchase prices. According to the product rules, if the observation price at maturity is greater than or equal to the exercise price, users will receive the USDT principal and the agreed USDT interest; if the observation price at maturity is lower than the exercise price, the USDT principal will be converted into the corresponding number of US stock rToken at the exercise price, while also receiving the agreed USDT interest.At the same time, the platform has launched a first-time rebate activity. Users who successfully subscribe to FCN for the first time with a single amount of no less than 1,000 USDT can receive up to 20 USDT; if the cumulative subscription amount reaches the specified threshold, an individual can receive a maximum cashback reward of 10,000 USDT. For more details, please refer to the official Bitget platform.

Derek Chiang, founder of ZeroDev and former employee of Offchain, announced his joining of Ethlabs, stating that he will focus on promoting Ethereum technologies such as real-time proofs, light clients, and fast confirmations into practical products and commercial scenarios.He mentioned that the current adoption of many underlying Ethereum technologies is still significantly lagging behind their potential, for example, some cross-chain bridges still rely on multi-signature verification for L1 deposits; he hopes that Ethlabs will become a market force for the implementation of Ethereum technologies, persuading developers to adopt them through technical and product advantages rather than just ideology.

Russia's oil production in July was nearly 1 million barrels per day below its OPEC+ quota, with an average daily output of 8.887 million barrels, significantly lower than the monthly target of 9.824 million barrels.Ukraine has been attacking Russian oil infrastructure almost daily, threatening crude oil processing and export volumes, while the global energy market is also under pressure due to the conflict in the Middle East.

According to a report by Investing.com, neocloud company Nebius (NBIS) announced its second-quarter financial report, with Q2 revenue reaching $582.3 million, a 454% increase compared to $105.1 million in the same period last year. The adjusted EBITDA for the second quarter was $236.2 million, compared to a loss of $21 million in the same period last year, achieving a turnaround from negative to positive; the adjusted net loss was $33.2 million, narrowing from a loss of $91.5 million in the same period last year by 64%. However, the company reported a net loss from continuing operations of $190.4 million in the second quarter, while it had a net profit of $502.5 million in the same period last year.In the first half of 2026, Nebius accumulated revenue of $981.3 million, a year-on-year increase of 529%; the adjusted EBITDA reached $365.7 million, compared to a loss of $74.7 million in the same period last year. According to market news, NBIS rose 12.05% in pre-market trading, currently reported at $217.5.

According to an exclusive report from "Du Jia," Xiaohongshu is developing a brand new "AI Shopping Guide" feature, which relies on a conversational interaction model to directly push product cards and attach order jump links in Q&A scenarios. This project is led by Daoxuan (Pan Boyuan). As of the time of publication, Xiaohongshu has not responded.Previously, Xiaohongshu launched an AI summary feature in store reputation, and this AI shopping guide is a further extension of its intelligent transaction chain. According to public data, Xiaohongshu has approximately 400 million global MAU, with 39 million users engaging in explicit purchasing behavior daily, resulting in 140 million active purchase requests, over 47 million users entering merchant live streams, and more than 170,000 merchant group chats remaining active. During the 618 period, the GMV of store broadcasts increased by 265% year-on-year, and note content drove transaction growth of over 210%.Xiaohongshu currently adopts a dual transaction model of "internal marketplace closed loop plus external traffic diversion," and there is still room for improvement in the direct order conversion rate within the platform. The launch of the AI shopping guide feature is expected to further enhance its internal e-commerce GMV and revenue.

SK Hynix has restarted the construction of its second NAND flash memory factory in Dalian, expecting to increase the monthly production capacity in the region by about 50%. The new production line is designed for a monthly capacity of approximately 50,000 wafers, combined with the existing Dalian Plant 1's monthly capacity of 100,000 wafers, bringing SK Hynix's total NAND production capacity in China to about 150,000 wafers per month. The factory began construction four years ago but was paused due to the downturn in the memory chip market and U.S. export restrictions on equipment to China, having only completed the structural framework.The investment in Dalian Plant 2 is driven by SK Hynix's NAND subsidiary Solidigm, with equipment installation expected to start as early as November this year, and plans to establish a mass production system in the first half of next year. Driven by the expansion of AI data centers, demand for enterprise-level SSDs has surged, with NAND prices rising nearly tenfold compared to a year ago, prompting the restart of investments. SK Hynix will adopt a dual-track strategy: the Dalian factory will use Intel's mature floating gate architecture to produce NAND at the hundred-layer level, while domestic factories like Cheongju M17 will focus on advanced NAND production of over 300 layers, the latter having announced an investment of 19.1 trillion won. Industry insiders expect that the equipment configuration of Dalian Plant 2 will be similar to that of Plant 1, maintaining a monthly production capacity in the range of 40,000 to 60,000 wafers.

xStocks announced that the first batch of 5 tokenized US stock products NVDAx, SPYx, QQQx, SKHYx, and MUx has officially launched on Hyperliquid.Currently, these xStocks appear in the Hyperliquid search bar under "All" rather than the "Strict" section, with trading volumes being relatively weak. Among them, Micron MUx has a trading volume exceeding $110,000, while the other products have trading volumes ranging from $5,000 to $15,000.

According to The Defiant, the monthly fund flow report released by 21Shares on August 10 shows that in July, global cryptocurrency exchange-traded products (ETPs) had a net inflow of $600 million, marking the first month of net inflow since April. Among them, Ethereum-native products attracted $350 million, about twice that of Bitcoin-native products at $176 million, while XRP, Solana products, and a basket of products saw inflows of $34 million, $13 million, and $7 million, respectively.The report states that July reversed the previous brief and intense redemptions. Bloomberg data shows that $2.5 billion and $4.4 billion flowed out of cryptocurrency ETPs and ETFs in May and June, respectively, following a net inflow of $2.9 billion in April. Although Ethereum led in subscriptions, Bitcoin products still dominated trading, with a global trading volume of cryptocurrency ETPs and ETFs in July reaching $133.3 billion, of which Bitcoin accounted for 78.5%, Ethereum 11.1%, other assets 9.1%, and Solana 1.3%. The inflow of funds into Ethereum is based on a much smaller active base, rather than a large-scale withdrawal from Bitcoin products.

Microsoft plans to publicly release its next-generation Maia 300 AI chip this fall (possibly as early as September). To meet delivery demands for 2027, Microsoft has engaged with TSMC to secure manufacturing capacity for over 300,000 units of the chip.

The DeFi platform Solstice Finance has launched strcUSX on Solana, a structured product that allows DeFi users to earn dividend income and price risk exposure without tokenizing the STRC preferred stock of the Strategy.strcUSX splits the exposure into senior tokens and junior tokens, with the former targeting an annualized yield of 7% and the latter targeting an annualized yield of over 20%. If the price of STRC falls, junior token holders will bear the losses first. Users deposit Solstice's USX tokens into the treasury, which can be redeemed after a lock-up period of 7 days; if they exit immediately, a fee will be charged. Earnings are realized through changes in the token exchange rate and are not distributed in a separate allocation form.

According to Taiwanese media reports, Intel's next-generation advanced packaging technology EMIB-T is facing severe yield challenges. ABF substrate supplier Unimicron stated during its earnings call on July 29 that the technology is "not yet mature," and the yield target for three EMIB-T substrate suppliers (Unimicron, Ibiden, and Shinkawa) during the initial mass production phase at the end of 2027 is only 50%.EMIB-T is Intel's advanced packaging solution that competes with TSMC's CoWoS-L, differing in that it embeds the silicon bridge directly into the substrate rather than using a silicon interposer, making substrate suppliers a key factor in determining success or failure. Google's ninth-generation TPU has confirmed that it will adopt EMIB-T packaging when it goes into mass production in 2028, with MediaTek responsible for chip co-design. If the chip successfully goes into mass production, its shipment volume is expected to challenge NVIDIA. Unimicron stated that the customer (Intel) has provided a profit guarantee mechanism, ensuring that suppliers can remain profitable even if yields are poor, and that profit margins will exceed the company's average level after achieving the 50% yield target. Currently, there is still considerable uncertainty about whether EMIB-T can achieve its mass production target by the end of 2027.

According to Decrypt, Robinhood's head of cryptocurrency business, Johann Kerbrat, stated in an interview that Robinhood Chain has performed strongly in its first month. He pointed out that the chain is positioned to balance traditional financial products (tokenized stocks, derivatives) with meme coins—this is exactly what CEO Vlad Tenev expressed in his "two wolves" post. One month after its launch, Robinhood Chain's total value locked (TVL) has approached $800 million, processing over 200 million transactions.Kerbrat stated that the choice of Ethereum Layer-2 was to concentrate resources on product development while relying on existing security and decentralization. Robinhood's ultimate goal is to reach users who have never used cryptocurrency, rather than competing for existing users with other chains. "If we can see tens of millions of customers trying to use this chain, that would be a huge success for us."

According to the "China Securities Journal," at the online investor communication meeting for the Sci-Tech Innovation Board listing of Yushu Technology, an investor asked, what impact does the U.S. robot sales ban have? Fu Fenghua, the secretary of the board of Yushu Technology, responded that the main models currently on sale include humanoid robots G1, H2, R1, and quadruped robots Go2, B2, A2, all of which have obtained FCC certification and fall under the advanced robotic equipment mentioned in the previous announcement. Therefore, the aforementioned policy change will not affect the continued sales of the company's existing main products in the U.S. market.

According to The New York Times, Chinese AI models are rapidly gaining popularity in the African developer community due to their low cost, open-source customization, and better handling of local languages, while leading American models like OpenAI and Anthropic are primarily closed-source and paid. Ugandan developer Ernest Mwebaze chose Alibaba's model over Meta or Google products when building a multilingual AI system called Sunflower aimed at local languages, which is now widely used by local farmers to obtain weather and planting information.The report states that similar adoption trends are spreading in countries like Kenya, Nigeria, and Ghana, covering multiple fields such as law, education, and business services. Chinese open-source models (such as DeepSeek and Qianwen) allow for free download and modification, while leading American models are often closed-source and paid, creating significant cost and accessibility differences in middle- and low-income countries. Industry insiders point out that the rapid penetration of Chinese AI in Africa is bringing long-term competitive pressure to American AI giants.