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13:58
Analysis: Powell's Wordsmithing Makes Fed's June Meeting Minutes Even More Crucial
BlockBeats News, July 5th. George Goncalves, Head of Macro Strategy at MUFG Securities Americas, expressed that Powell's concise style made the June meeting minutes more substantial than usual, providing a valuable insight into observing the different stances of Fed officials. "The meeting minutes will become more important because so far, we don't know what the Fed is thinking," Goncalves said. "Seeing how they debate and what they focus on will be very enlightening." He added that some investors have raised questions about Powell's "hands-off" approach, with many hoping for a return to greater transparency. Many market participants are not accustomed to reduced information, and there is still a significant level of doubt about how long the Fed can sustain this. For now, we can only interpret the meaning between the lines. (FXStreet)
13:57
Bitget ranks among the top three CEXs in terms of capital inflow over 24 hours, 7 days, and 30 days.
Bitget ranked among the top three CEXs in terms of capital inflows over 24 hours, 7 days, and 30 days. Inflows reached $17.12 million in 24 hours, $743 million in 7 days, and $397 million in 30 days. (Yujin)
13:53
Serenity: High-power cylindrical batteries/BBU cells may face supply shortages, benefiting companies like Samsung SDI and Panasonic Energy
BlockBeats News, on July 5, Serenity stated that there currently appears to be a shortage of high-power cylindrical batteries / BBU cells, which has become a potential bottleneck. Samsung SDI supplies cells to Simplo, which assembles them into BBUs that are then supplied to companies such as Meta and Amazon. As data center demand increases, Samsung SDI’s cylindrical battery production has also risen sharply. Citing industry sources, it was stated that Panasonic and Samsung SDI are experiencing a shortage of BBU cell supply. Serenity believes that the main beneficiaries may include Samsung SDI, Panasonic Energy, Murata Manufacturing, and LG Energy Solution. Among them, Samsung SDI and Panasonic Energy are the more direct beneficiaries. It also mentioned that there are not many directly related stocks in the US market, but attention can be paid to Vertiv (VRT), Eaton (ETN), and others. However, not all shortages should be simply equated with having a huge TAM, but there may be opportunities among them.
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