從業逾40年的科技分析師羅伯特·卡斯特拉諾指出，Alphabet此前2026年1800億至1900億美元的Capex指引過於保守，預計本次財報將上調至1900億至2000億美元。

SpaceX採用分批次解禁，到年底前，可流通股份總量將從目前約6.39億股驟增至53.3億股。

債券收益率同步走高，財報季成為下一個關鍵變數。

此次上線將TON與各大主流流動性和應用生態系統相連接。

Search advertising hasn't slowed down, and the Gemini delay doesn't change long-term competitiveness; the market should focus on the pace of cloud revenue realization.

As custom chips from Broadcom and Marvell continue to erode GPU market share, Nvidia has chosen to shift the battlefield from "whose chip is faster" to "who can deliver computing power directly into the customer's hands."

不管怎麼評價這些流量的質量，它解決了絕大多數新L2死於冷啟動的問題。

Kimi K3 is more like a catalyst for the spread of AI usage than a signal that hardware demand has peaked.

Trust Wallet AI 即日起對所有用戶開放。它認識你在各條鏈上的真實持倉，能查行情、讀資產、準備交易、攔截風險。而且你的私鑰，它碰不到。

MSCI新興市場指數年初至今漲幅約20%，但漲勢高度集中於南韓和中國台灣，兩者合計佔新興市場EM基準指數約50%權重。

分工重塑後，Astera Labs、蒙太奇科技等專業廠商主導控制器設計，記憶體廠商則聚焦製造與先進DRAM技術。

逐頁深挖輝達10-Q：134億美元浮盈粉飾財報，真實PE或高達60倍

Leveraged ETFs were not the initial spark, but they were a very important amplifier; margin financing was not the direct cause of the daily declines, but it determined whether the downturn could evolve into a chain of forced liquidations.

Kimi K3的線性注意力雖引發對硬體需求的短期擔憂，但SemiAnalysis指出，其超過2.8兆參數與大規模推理架構，反而會加劇對高階GPU、HBM及高速互連的需求。

U.S. Treasury yields have quietly "taken over" the task of rate hikes—the two-year yield is now over 45 basis points above the policy rate, exerting tangible pressure on the economy.