Serenity stated that the roadmap for optoelectronics and Nvidia remains unchanged, LITE will sell out in the next two years, SIVE will soon increase its volume with Gexin, Jabil, Poet, Ayar, and other large-scale suppliers, TSMC COUPE and its suppliers in Taiwan have not disappeared, AAOI's monthly revenue expectation of $471 million in the second half of 2027 remains unchanged, IQE's epitaxial wafer contracts with Macom and Tower Semi have not disappeared, and AXTI's approximately 40% share in the indium phosphide substrate supply chain has not disappeared. Retail investors surrender due to stock price fluctuations, while institutions may be taking advantage of the opportunity to lay out.

The Bank of Japan plans to keep interest rates unchanged in July, but will maintain policy guidance and commit to continuing the process of raising interest rates.

On July 10th, Kingsoft Cloud rose 3.92% to $10.88. Da Mo has released a research report for the first time, giving Jinshan Cloud an increase in holdings rating with a target price of $15. It is optimistic about Jinshan Cloud's transformation into an AI cloud service provider, with rapid growth in AI revenue and improved profitability, and has received support from the ecosystems of Xiaomi and Jinshan Group.

Binance users can participate in GrVT exclusive boosting activities and share 1.5 million GRVT rewards by consuming 2 Alpha Points. The activity reward tokens have a lock up period set by the project party. （Binance Wallet）

According to CCTV, Israel has expressed its willingness to participate in the US military action against Iran and is currently awaiting a decision from US President Trump.