$SNDK $MU $SKHYNIX 4H level key positions. #海力士回购落地，三星股东回报待确认 #美光加码AI存储，十年研发投入100亿美元 #闪迪高位波动，存储股估值分歧加剧

$SPCX Rocket 4H trend and key levels #SPCX本周解禁3.19亿股，抛压能否被承接？

$XAU $XAG #黄金重回4500美元，机构分歧加剧

⚡️ $BTC Long and short volume and price perspective #BTC加速拉升，资金还能继续接力吗？

⚡️ $ETH Where is the current market? 🚨 Daily MA200 (around 2003.7) It has already broken through and stood above, indicating that the mid-term trend has reversed. Currently, the mid-term trend has turned bullish, breaking out of the 2-3 month bottom consolidation range. 🚨 Weekly MA200 (around 2494.2) It is close but has not yet touched or broken through. The 200-week moving average is widely regarded as the long-term bull-bear dividing line (discussing only Ethereum; BTC is different currently), representing the major macro trend and is an absolutely important point for bulls and bears to contest. 🔥 Rational advice: First confirm the major direction using the weekly MA200, then use the daily MA200 for entry and position management. If the daily price has already stood above the 200-day moving average but the weekly price is still below the 200-week moving average (which is the current state), it is usually considered a rebound rather than a true bull market. The market will change with extreme macro events or liquidity crises; constant change is the only unchanging rule in this market. 🍀 PS: Trading with stop-loss is the best respect for the market. Do not attempt to assert or predict the market; focus on managing what you can control.

⚡️ $BTC Where is the current market? 🚨 Daily MA200 (around 68958) Has already broken above, indicating a mid-term trend reversal. The mid-term trend has now turned bullish, breaking out of the 2-3 month bottom consolidation zone (daily head and shoulders bottom pattern breakout). 🚨 Weekly MA200 (around 64000) Far below it, the 200-week moving average is widely regarded as the long-term bull-bear dividing line, representing the major macro trend and an absolutely important battleground for bulls and bears. 🚨 Two major resistance zones above: 75360-76920 78670-79250 🚨 First key support zone for a large-scale pullback: 68750-70050 (including daily MA200 support) 🍀 PS: Trading with stop-loss is the best respect for the market. Do not attempt to assert or predict the market; focus on managing what you can control. #BTC加速拉升，资金还能继续接力吗？

⚡️ $SOL 1D key level The major resistance above is around 96.5 #BTC加速拉升，资金还能继续接力吗？

$BTC has recently surged past the $72,000 mark with gains close to 15%, reaching a high near the $74,000 range, marking a new peak in over two months. The rise is not purely driven by sentiment. The U.S. Treasury announced it will at least double the scale of long-term bond repurchases to $4 billion per operation, directly easing bond yield pressures and injecting liquidity into risk assets. The Trump administration signaled support for clearer crypto regulation (Clarity Act), combined with White House-industry dialogues, further boosting market confidence. Technically, BTC successfully broke out of the six-week consolidation range between $62,000 and $66,900, triggering approximately $3 billion in short liquidations, forming a classic short squeeze spiral. On-chain data shows the short-term holder cost basis (around $68,500) has been reclaimed, and the 200-day moving average has been surpassed, shifting market structure from consolidation to a bullish recovery. The next key resistance is concentrated near $75,800 at the "real market average"—a level representing the average cost of active investors. If this level is effectively broken and held, it could open the door to higher price ranges. Some analyses suggest that if momentum continues, targets of $80,000 or even higher may come into view. Currently, indicators like RSI have entered overbought territory, increasing short-term profit-taking pressure; after the short squeeze rally, if spot buying and ETF inflows fail to sustain, prices may enter a phase of high volatility consolidation. #BTC突破72000美元，本轮上涨能否延续？

Pop Mart announced its 2026 first-half performance today: revenue of ¥17.173 billion, a year-on-year increase of 23.8%; profit attributable to shareholders was ¥5.038 billion, up only 10.1% year-on-year, below market expectations. Gross margin was 69.7%, slightly down. The THE MONSTERS series, represented by LABUBU, generated revenue of ¥4.45 billion, down 7.5% year-on-year, with popularity clearly returning to normal; meanwhile, Star People surged, with revenue of ¥2.65 billion, a staggering 580% increase, becoming the fastest-growing IP. CRYBABY, DIMOO, SKULLPANDA, HIRONO, and others also recorded double-digit growth respectively. In the first half, 11 artist IPs generated over ¥100 million in revenue, with 6 surpassing ¥1 billion. The Chinese market remains strong, with revenue of ¥12.2 billion, up 47.3%; however, Asia-Pacific and the Americas declined by 9.7% and 16.5% respectively, mainly due to the fading overseas online traffic dividend and cooling core IP popularity. This is a typical "growth gear shift" earnings report. After LABUBU moved from a super hit to a mature phase, the company is now relying on a multi-IP matrix to take over. The breakout of Star People validates the incubation capability, but whether it can continue to take over and form a new stable pillar still depends on the performance of new products in the second half and the re-acceleration overseas. Whether multiple IPs can truly take over will be the key to determining if the valuation can be maintained. #财报观察员：泡泡玛特增长换挡，多IP能否接力？

Mywell Technology has reached a custom chip cooperation agreement with Google, and the stock price surged nearly 10% after the announcement. According to SEC filings, the two parties signed a commercial agreement in July, under which Mywell will develop custom semiconductor products for Google that integrate into the TPU ecosystem, covering AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near-memory computing solutions. As part of the cooperation, Mywell issued warrants to Google, allowing it to purchase up to approximately 58.97 million common shares at $206.58 per share, with a potential total value of about $12.2 billion. About 1.36 million shares will vest over the first year on a time basis, while the majority will unlock in batches tied to Google's purchases of custom products—one batch vests for every $500 million in revenue generated. If all conditions are met, the revenue potential related to the cooperation during the term could reach up to approximately $120 billion. This move simultaneously ties Mywell to the custom chip businesses of the three major hyperscale cloud providers: Amazon, Microsoft, and Google, making it one of the few players covering mainstream cloud providers. The market generally believes this reflects Google's strategy to further diversify the TPU supply chain beyond Broadcom, rather than a simple replacement. The company will announce its fiscal 2027 second-quarter results after market close on August 27, with market expectations of revenue around $2.71 billion, a year-over-year increase of about 35%. This Google agreement has significantly raised market attention on AI order fulfillment and subsequent guidance, making related progress during the earnings call a focal point. #迈威尔获Google芯片协议，财报前AI订单受关注