SpaceX's pre-IPO market on Hyperliquid has fallen 27% in three weeks

According to Whale Alert monitoring, at 16:23 (UTC+8), USDC Treasury issued 250 million USDC on the Solana chain.

Mu Yiling, Chief Strategist of Guojin Securities, stated that the proportion of AI capital expenditure in global GDP is increasing, which has cyclical support and can be compared to China's urbanization growth cycle from 2005 to 2007. Mu Yiling believes that there is still room for improvement in the Philadelphia Semiconductor Index, and the valuation growth rate of A-share growth stocks is faster than that of US stocks. The market has entered a high volatility stage similar to the beginning of 2007, and Mu Yiling suggests adopting a strategy of both offense and defense: prioritizing the allocation of bonus sectors such as oil, coal, electricity, and city commercial banks, and secondarily allocating upstream technology sectors such as semiconductors, AI materials, equipment, and manufacturing; Mid term focus on industrial metals, general and specialized machinery, and export-oriented enterprises.

Supermicro Computer's SMCI.US fell more than 9% to $36.9 before trading. Supermicro Computer plans to conduct a $7 billion equity and equity related financing transaction to raise funds to purchase components and meet a $39 billion AI server order from customers. The financing includes a $5 billion underwriting issuance and a $2 billion market price issuance of ATMs. Supermicro Computer will periodically sell common stocks on the public secondary market to raise funds, based on market windows and fluctuations, starting no earlier than the third quarter of this year.

The Hong Kong Securities and Futures Commission stated that licensed companies in Hong Kong may continue to provide services to existing clients in mainland China, provided that the services are not provided within mainland China and have complied with all relevant laws and regulatory requirements in Hong Kong and applicable jurisdictions. The Hong Kong Securities and Futures Commission has taken note of the notice jointly issued by mainland Chinese authorities on May 22, 2026, which applies to the relevant activities of financial institutions in other jurisdictions when providing services to mainland Chinese investors. (Securities Times)

According to Bloomberg, Ant International plans to raise $1 billion to accelerate business growth, with an estimated valuation of $10 billion or higher. Potential investors include General Atlantic and Silver Lake, and the financing will help Ant International prepare for its listing in Hong Kong this year. Ant Group's valuation will shrink to 79 billion in 2023. Ant International's revenue will be 3 billion in 2024, with a growth of 0.25% in 2025. As of April 2026, the service covers over 220 markets worldwide and supports more than 300 payment methods. The core businesses include Alipay+, Antom, WorldFirst, and Bettr. In March 2026, Ant Group was approved to acquire Bright Smart Securities&Commodities Group Ltd. Ant Group's investment direction covers large language models, humanoid robots, and medical and health applications with 140 million users.