Li Zaiming: Abnormal fluctuations in the US dollar to Korean won exchange rate, supplementary measures need to be taken for leveraged products

Deutsche Bank released a research report stating that the market is overly concerned about Microsoft's AI investment, maintaining Microsoft's buy rating and target price of $550. Deutsche Bank expects Microsoft's fourth quarter revenue to be $87.4 billion, with non GAAP earnings per share of $4.17. Azure is expected to grow at a fixed exchange rate of 40% to 41%, while Microsoft's 365 Business Cloud revenue is expected to increase by 15% to 16%. Copilot's paid seats may exceed $25 million by the end of the year.

According to a report by King Ten, the Iranian Revolutionary Guard Corps claimed that Iranian forces attacked a camp containing US troops in the Rukban area of Jordan, resulting in the death of several US personnel.

Polymarket traders have raised the probability of Bitcoin hitting $67500 in July to 70%, the probability of hitting $65000 to 82%, and the probability of falling below $60000 to 13%. Spot Bitcoin ETFs have seen net inflows for 5 consecutive trading days, while the Federal Reserve has maintained its target interest rate at 3.50% to 3.75%. Federal Reserve Chairman Kevin Walsh has shifted the central bank's communication style towards pure data dependence.

According to the popularity ranking, HYPE ranks first in popularity, while BANK has the largest decline. The popularity ranking is as follows: ① HYPE （$63.19，3.93%） ② BANK （$0.1443，-45.89%） ③ ACE （$0.09883，-30.79%） ④ ETH （$1938.54，4.03%） ⑤ AKE （$0.001707，1.91%） BANK's main funds have weak buying power, with a net inflow of $27.9858 million in 24 hours and a transaction volume of $2.249 billion in 24 hours, of which the main funds had a net inflow of $353800.

Metaplanet Inc. disclosed changes in its major and largest shareholders, with US investment advisory firm CRMC becoming the largest shareholder by increasing its holdings. CRMC's direct voting rights increased from 1.1865 million to 1.36060 million, and its proportion of voting rights for all shareholders increased from 9.32% to 10.63%.