The rebound in chip stocks has not alleviated market concerns, and the scale of short selling in the South Korean market continues to rise. Dan Yongping reduced his holdings in Nvidia and Google in the second quarter while establishing a new position in Alibaba. Serenity indicates that the AI supply chain boom is still ongoing, with potential long-term demand surges in areas such as storage, packaging, and power. Morgan Stanley has once again increased its holdings by approximately 111 BTC, bringing its total holdings to over 6,600 coins for the first time. Gao Yi Asset Management adjusted its portfolio in the second quarter, significantly increasing its positions in Micron and SanDisk, while reducing its holdings in tech stocks like Nvidia. Harvard University has heavily invested $2.2 billion in SpaceX. The U.S. Securities and Exchange Commission (SEC) is reviewing Cboe's listing applications for six leveraged commodity ETFs, covering Bitcoin and Ethereum.
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