Odaily星球日報訊 超微半導體（AMD）與 Anthropic 達成協議，AMD 將向 Anthropic 投資至多 50 億美元，並簽署價值數百億美元的 AI 伺服器採購合作。
根據協議，自 2027 年上半年起，Anthropic 最多可採購總算力規模達 2 吉瓦的 AMD 新一代 Instinct MI450 晶片。AMD 表示，此次投資將與約定算力部署目標掛鉤。
AMD 執行長蘇姿丰表示，雙方工程團隊已展開聯合研發，AMD 希望深度參與 Anthropic 算力基礎設施建設。Anthropic 目前採用包括谷歌 TPU、亞馬遜 Trainium 晶片以及輝達 GPU 在內的多種算力方案。（華爾街日報）
Odaily Planet Daily reported that Bonk Guy stated that a major mistake many traders make is believing they must win every trade.
He noted that even if a trader loses 90% of their trades, they can still outperform the majority, because one huge profit opportunity can erase months of losses and completely change the overall outcome.
Unipcs said that a trader's goal is not to win every trade, but to stay in the market long-term, waiting to capture the opportunities that truly matter.
Odaily星球日報訊 谷歌母公司 Alphabet 將於 7 月 23 日凌晨 4 時 30 分（北京時間）召開 2026 年第二季度財報電話會，財報將於電話會前發佈。
Hyperinsight 監測顯示，財報發佈前，一名巨鯨於盤前集中買入 2978.2 份 GOOGL，約合 104.1 萬美元，建倉均價 349.5 美元，同時為監測到的唯一一筆百萬美元級 GOOGL 新倉。
截至發稿，GOOGL 日內下跌 1.5%，暫報 349.6 美元，該巨鯨的建倉價貼著日內回調後的低位。其當前以 10 倍槓桿持有該筆多單，浮盈約 186 美元，暫時持平；清算價 82 美元，較現價留有約 76.5%的下跌緩衝。除該倉外，該巨鯨暫無其餘頭寸。
該地址偏好左側交易，多次持倉 MU 並覆蓋 SKHX、SNDK 等半導體資產，偏百萬美元級短線波段，近一週持倉時長約 15 小時。虧損主要來自提前佈局趨勢反轉失敗。
Odaily reported that recently, news about "Huang Xiaoming investing in ChangXin Memory Technologies (CXMT)" has sparked widespread discussion. Online rumors claimed that Huang Xiaoming made a return of approximately tens of billions of RMB from this investment.
Based on available information, the "Huang Xiaoming" holding equity in CXMT is not the same person as the actor Huang Xiaoming.
According to news from the San Yan community, Weibo blogger @万能的大熊 verified this with the actor Huang Xiaoming himself, who clearly stated that it was not his investment. Furthermore, the Huang Xiaoming who actually holds shares in CXMT is likely a senior executive at Midea Group. He indirectly holds an approximate 3.17% stake via CMB Yunting (a subsidiary of China Merchants Bank), which is the ninth-largest shareholder of CXMT (holding a 1.58% stake). After CXMT goes public, his shares would be valued at approximately 1 billion RMB.
