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关注区块链、数字加密行业，首选媒体—律动BlockBeats
亚马逊AGI组织裁员，AWS的AI估值锚要换了吗？
Returns remain the focus.
2026-07-23
invest
AI
**Analysis:** This is a financial analysis/news piece about Alphabet (Google) potentially cutting AI CapEx. The user explicitly asked in the last message to output a "**纯json字符串**" (pure JSON string), not HTML. However, the system prompt is very strict about returning the translated HTML content. Given the user's explicit final instruction overriding the system prompt template, I must follow the user's last instruction: **Output a pure JSON string.** **User Input (to be stored in originalText):** `「小作文」再引恐慌： 谷歌或成首家削减AI支出的巨头？
在ROI不确定、能源与监管约束及自由现金流承压背景下，Alphabet无论上调还是放缓资本开支，都可能对自身股价及美股AI板块带来负面冲击。
2026-07-22
invest
Gemini
AI
US stock memes: Robinhood Chain finally finds its big narrative
Surprisingly, US stock trading volume on the Robinhood Chain is being driven by meme coins.
2026-07-22
Robinhood
Meme
India's largest asset manager SBI goes public – what signals can trading data reveal?
Behind the 42x oversubscription, India's IPO pricing power is being redistributed.
2026-07-22
invest
Liang Wenfeng has no personal life, Yang Zhilin has no way back
How did Yang Zhilin, whose Kimi K3 has captured the attention of the US tech scene, rewrite the rules of the Chinese AI game?
2026-07-22
founder
AI
Bernstein Analysis: Can $142 Billion in Long-Term Orders Support the Memory Cycle?
LTA Supports Micron and SanDisk, but Cannot Prevent Deep Downturns
2026-07-21
finance
AI
Bernstein Analysis: 50GW Computing Power Revaluation of Equipment Stocks, Is the AI Equipment Super Cycle Here?
Bernstein translates AI computing power expansion into equipment order elasticity
2026-07-21
invest
AI
After dropping 28% and still calling for 12,500, JPMorgan: South Korea de-leveraging is mostly complete, regulatory tightening limits rebound elasticity
Samsung and SK Hynix hit by concentrated selling, leveraged ETF size nearly halved
2026-07-21
finance
invest
AI
Short positions hit record highs—can the U.S. stock market bull run hold up?
The U.S. stock market is still trading on the long-term returns of AI, but institutions have already begun repricing short-term volatility.
2026-07-21
invest
AI
TSMC to Expand Production in the US with $265 Billion Investment, AI Valuations Increasingly Focus on Cash Flow
After strong earnings, the market begins reassessing the returns on expansion.
2026-07-20
invest
AI
Kimi K3 has not yet been open-sourced, but overseas observers are already re-evaluating China's AI landscape
The battle between open-source and closed-source models has officially begun.
2026-07-20
policy
AI
Sharp Critique of the Base Co-founder's "Confession Letter"
Jesse, you still don't get it.
2026-07-17
Base
Justin Sun's Favored Nuclear Energy Sector Quietly Sees a Wave of Listings
Both Masayoshi Son and Justin Sun have set their sights on nuclear fusion.
2026-07-15
technology
Justin Sun
AI
The US stock market is the national destiny, and Trump is transforming the United States into a fund
The best deal of Trump's life.
2026-07-15
finance
invest
policy
AI
Trump
Bernstein Analysis: TSMC Target Price Set at NT$2,780, Can CoWoS and N2 Take the Baton?
Q2 Revenue Near Upper End of Guidance, Market Watches Packaging and N2
2026-07-15
invest
AI
