TechFlow Intelligence: Storage Giant Longsys Net Profit Expected to Surge Over 700-Fold, Doubao and Other AI Companion Agents to Be Delisted
TechFlow Selected TechFlow Selected
TechFlow Intelligence: Storage Giant Longsys Net Profit Expected to Surge Over 700-Fold, Doubao and Other AI Companion Agents to Be Delisted
Our AI Agent completed today's patrol across 200+ global information sources, covering Crypto, AI, and Tech, filtering out 99% of the noise, leaving you with the signals you truly need.
Navigating Web3 tides with focused insightsAI / Large Models
Alibaba Completely Bans Claude Code Internally, Citing Risk of Backdoor Implantation
Criticism from AMD's AI Director triggered alertness among major domestic firms, with Alibaba taking the lead to ban it. This incident highlights increasingly strict security reviews for AI coding tools in enterprise environments.
> Hot Take: A few months ago everyone was boasting "AI coding efficiency doubled," now it's become "efficiency doubled, backdoors doubled too."
Anthropic Encounters Severe Security Vulnerability, Timing Coincides with Claude Mythos Preview Release
Epoch AI data shows a surge in new severe vulnerabilities (CVEs) around the release of this version. The security comparison between open-source models and Anthropic has sparked heated community discussion.
China Implements New AI Emotional Companion Regulations from July 15, Agents Like Doubao, Qianwen, Yuanbao to Be Removed
Official policies clearly regulate AI companion applications, with multiple mainstream products facing compliance rectification.
Hot Discussion: Users worry "AI girlfriends" will disappear completely, while others see it as a necessary move to prevent emotional dependency.
Crypto / Web3
Robinhood Launches Robinhood Chain, L2 Focused on Financial Services and RWA
Market reaction is positive, $HOOD rose 12% on the first day. Virtuals now supports direct purchase of on-chain agents without cross-chain bridging.
XRP Surges 8%, MVRV Indicator Hits Historic Low Releasing Bottom-Fishing Signal
30-day and 365-day MVRV fell to -45% and -47% respectively, Santiment says this is an extreme low XRP has never reached. Some traders view the oversold condition as a reversal opportunity.
US Law Enforcement Agencies Withdraw Objections to CLARITY Act
The bill may be signed this month, directly affecting stablecoin yield distribution rules.
Filecoin Speaks Out: Day Before Apple Price Hike, Micron Locks $22 Billion AI Customer Orders
TrendForce expects DRAM prices to rise another 58%-63% this quarter, Filecoin emphasizes its cost advantage of utilizing deployed hardware for coordinated storage.
Chips / Hardware
Samsung Plans 20% DRAM Price Hike in Q3, End Manufacturers Received Verbal Notice
The storage chip price hike trend continues, Samsung and SK Hynix reportedly lead requests for substrate manufacturers to lower prices to control costs. Kioxia delivers new generation flash memory samples to AI data centers, TrendForce expects storage prices to increase 13%-18% quarter-on-quarter in Q3.
> Hot Take: The AI boom has fed storage manufacturers well, now it's the downstream manufacturers' turn to be fleeced.
Infineon's Global Largest Power Semiconductor Factory Starts Production Early, 5 Billion Euro Investment
The factory will strengthen Europe's capacity layout in the power semiconductor field.
Samsung Wins Over 10 Trillion KRW AI Chip Foundry Order from Meta
Samsung's 4nm capacity is nearly sold out, some 8nm close to full load, starting to accept orders selectively.
Tech Companies
Apple Phone Information Leak Incident Sparks Heated Discussion, Severity Compared to "Ma Sheng Open Source"
User privacy security becomes focus again, Apple has not yet responded officially.
Microsoft Xbox Hardware Losses Intensify: Loss Up to $200 Per Unit Sold
Next-gen console Helix plans to cancel optical drive to reduce costs, but hardware business overall is still bleeding.
Amazon Updates 2023 Fire HD 10 Tablet, RAM Upgraded to 4GB
Minor hardware upgrade, price unchanged.
Costco Called "Anti-Amazon", Countering E-commerce Giants with Membership Model and Low Price Strategy
Analysis suggests Costco's physical retail model remains competitive in specific scenarios.
US Stocks
Storage Giant Longsys H1 Net Profit Pre-increase 62204%-74394%, Close to 8 Times Last Full Year
Under the storage price hike cycle, Longsys earned about 10 billion yuan wildly, storage categories still have room for growth in the second half.
> Hot Take: Last year still struggling on the edge of loss, this year directly became so rich it makes people suspect if the decimal point was typed wrong.
Korean Stock Market Leverage Out of Control: $45 Billion Funds Surge, Single SK Hynix ETF Size Crushes US Tech Giants
Retail leveraged trading drives Korean tech stock ETF size surge, risk accumulation triggers regulatory concerns.
US Stocks Encounter Largest Single Week Capital Outflow in Nearly Four Months
BofA Hartnett warns "sell signal" is still flashing, investor risk appetite declines.
Finance / Macro
Central Bank Ends Volume Reduction Operation, Will Conduct 1 Trillion Yuan Reverse Repo on July 6
Precisely hedge July capital maturity pressure, ending consecutive 3 months of volume reduction process.
Domestic Oil Prices Welcome Largest Drop of the Year: Gasoline and Diesel Per Ton Reduced by 950 Yuan, 915 Yuan Respectively
Effective from July 4.
Gold Ends Four Weeks of Consecutive Declines, But Analysts Say Sustained Recovery Still Needs Three Conditions
Short-term pressure, JPMorgan expects possible rush to $4500 in second half of 2026.
New Products / New Trends
Steam Controller Auto Charging Solution Open Source: CV Application from Flight Navigation to Magnetic Charging Dock
Developers use computer vision to achieve automatic docking charging, very creative.
Today's Hidden Thread
The frenzy of storage chip price hikes, security controversies over AI coding tools, and crypto projects' RWA layout, on the surface appear as three independent tracks, but actually point to the same underlying logic: AI computing power expansion drives surge in hardware demand, and this hot money is overflowing from traditional tech stocks, pouring into high-risk high-return fields like crypto and RWA. Longsys surging 700 times, Korean retail leverage trading SK Hynix ETF, Robinhood Chain focusing on financial RWA, behind all are the same batch of funds betting on different battlefields—except, this time, backdoors, regulation, and geopolitical risks are all knocking at the door simultaneously.
Join TechFlow official community to stay tuned
Telegram:https://t.me/TechFlowDaily
X (Twitter):https://x.com/TechFlowPost
X (Twitter) EN:https://x.com/BlockFlow_News
深潮TechFlow
