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On July 1, the USD/JPY exchange rate rose to 162.68, marking a 40-year high. (Jin Shi)

According to SoSoValue data reported by Odaily, yesterday (June 30, Eastern Time) the HYPE spot ETF had a single-day total net outflow of 3.0105 million USD. Yesterday, only the 21Shares Hyperliquid ETF (THYP) saw a net outflow, with a single-day net outflow of 3.0105 million USD. Currently, total historical net inflow amounts to 56.9949 million USD. As of the time of writing, the total net asset value of the HYPE spot ETF stands at 325 million USD, the HYPE net asset ratio is 2.26%, and the historical cumulative net inflow has reached 293 million USD.

```htmlAccording to Golden Ten Data on July 1, Huatai Securities pointed out that the $1.3 trillion investment scale is 7.8 times that of TSMC's investment in Arizona, USA ($165 billion), which may have a profound impact on the global semiconductor industry's competitive landscape and supply-demand relationships. Huatai Securities believes that under the booming AI sector, the expansion of advanced processes, HBM, and advanced packaging capacity will drive continuous incremental demand for equipment. Equipment manufacturers may benefit from long-term structural opportunities brought about by this decade-long investment cycle. Related overseas companies in the industry chain include leading global suppliers of lithography, deposition and etching equipment, coating and developing equipment, as well as companies with a high proportion of revenue from memory. Related Chinese enterprises include cleaning equipment manufacturers and thermal processing equipment manufacturers with business layouts in Korea.```