Odaily星球日报讯 市场消息：埃隆·马斯克和美国总统科学技术顾问委员会主席大卫·萨克斯将与 OpenAI 创始人奥尔特曼、英伟达 CEO 黄仁勋一同出席 G20 活动。知情人士透露，埃隆·马斯克在 G20 活动中将不再担任发言角色。
Odaily Meme 속보 모니터링에 따르면, BSC의 살령구(杀零狗) 시가총액이 52만 달러를 돌파했습니다.
커뮤니티 관계자 KIN KRIS의 게시물에 따르면, 그는 CCTV-17 프로그램 화면에서 '살령구' 관련 내용을 발견했으며, 프로그램 27초 지점에 해당 프로젝트와 관련된 것으로 보이는 화면이 등장했다고 밝혔습니다.
Grok 분석에 따르면, 해당 화면은 CCTV-17 농업·농촌 특집 프로그램에서 나온 것입니다. 다만, 현재까지 CCTV 공식 채널에서 해당 화면이 BSC의 '살령구' 프로젝트와 직접적인 관련이 있다는 확인은 나오지 않았습니다. 주목할 점은 Meme 코인의 변동성이 매우 높다는 것으로, 'CCTV 등장' 관련 주장은 원본 영상 및 프로젝트 온체인 정보를 바탕으로 추가 검증이 필요합니다.
「Meme 속보」는 Odaily의 독점 AI 모델이 커뮤니티에서 화제가 되는 유망 종목을 선별합니다. 내용은 공개 정보를 기반으로 정리된 것으로, 투자 조언을 구성하지 않으며, 스스로 판단하고 Meme 코인의 높은 변동성 위험에 유의하시기 바랍니다.
Odaily星球日报讯 据市场消息：嘉信理财宣布其加密货币客户很快将能够买卖 Solana (SOL)、Avalanche (AVAX) 和 Chainlink (LINK)。
According to Odaily, FUNDA stated on the X platform that in 2027, North American AI data center demand, measured by IT load, will reach approximately 35GW, while the actual deliverable supply is only 16.5 to 23.4GW. The overlapping range of the two independent supply estimates shows that the gap between demand and deliverable supply is 1.8 to 2.1 times, which serves as the core of this report.
Demand was cross-validated through two methods, yielding similar results. Based on CoWoS capacity build-out estimates, global chip-level electricity demand in 2027 will be 44 to 49GW; based on platform-by-platform bill of materials estimates, the result is 48.4GW. The current market discussion range is 40 to 60GW, and the report projects global demand at approximately 50GW, with North America accounting for about two-thirds.
Supply is largely locked in, and capital investment cannot change this situation. The grid interconnection pathway can deliver 11 to 14GW of IT load, entirely dependent on which projects enter the interconnection queue before mid-2025; applications submitted today cannot form supply by 2027. Behind-the-meter equipment, after accounting for overlaps, can add 5.5 to 9.4GW of IT load, but large gas turbine orders are already booked through 2031. Since it typically takes 4 to 5 years from order placement to commercial operation, units ordered today will form supply between 2030 and 2032.
Electricity delivery is the decisive constraint, and it sits upstream of all stages that project developers can accelerate with capital investment. Permitting approvals prevent 78% of the 43GW of shelved projects from progressing. Over the past 12 months, electricity-related factors have caused 60% to 70% of project delays on a megawatt-weighted basis. This is followed by a shortage of certified labor: skilled electricians require 10,000 hours of training, and currently only about 30% of mechanical, electrical, and plumbing/HVAC workers are located in the regions that host 70% of projects. Modular construction can compress construction timelines, but it cannot shorten queue times, only reducing the probability of commercial operation delays by 10% to 20%.
Scarcity is already reflected in prices. Annual recurring revenue per GW among the four comparable companies ranges from $8.3 billion to $50 billion, and NBIS has signed contracts within 18 months at prices 3 to 4 times its existing installed unit price. The major repricing in Q1 and Q2 has concluded, and the report expects the market to stabilize and rise modestly starting in Q4 2026. As new supply comes online, rents calculated on a generational basis are expected to decline by approximately 20% to 30%, while utilization rates will remain relatively high.
The four electricity procurement pathways correspond to four different risk profiles. xAI trades speed for doubled electricity costs and permitting approval risks, holding the shortest contract terms among the four companies; CRWV converts electricity delivery risk into refinancing risk; NBIS operates on customer prepayments and serves as the most direct evidence of price changes; IREN possesses legacy energized capacity and has the lowest capital cost among the four, but its queue position for new capacity is the same as the others.
Odaily Planet Daily News: Solana treasury company DeFi Development Corp (@defidevcorp) announced it has resumed purchasing SOL, adding 19,000 SOL in its latest move, with an investment of approximately $1.86 million at an average purchase price of $98.14. Following this acquisition, DeFi Development Corp's SOL treasury holdings have increased to approximately 2.33 million tokens, valued at around $182 million at current prices. (SolanaFloor)
Odaily星球日报讯 据 Lookonchain 监测，某交易员在市场上涨前做多 2 万枚 ETH，价值 4990 万美元，盈利超过 1100 万美元；该交易员刚建立 20 倍杠杆的 10 万枚 SOL 多单，价值 1045 万美元。
Odaily星球日报讯 Hyperbot 数据显示，麻吉大哥黄立成已将其 2.5 亿枚 PUMP 多单全部平仓，获利约 4432 美元，截止目前其持仓价值约 1.17 亿美元：
价值 6511 万美元 25 倍以太坊多单；
价值 3741 万美元 40 倍比特币多单；
价值 1500 万美元 10 倍 HYPE 多单。
Odaily星球日报讯 SemiAnalysis 在 X 平台发文表示，AMD 中层管理人员正耗费 20 多名工程师的时间，试图通过一个名为“ATOM Inference Engine”的无实际用途的副项目扩大自身势力范围并获得晋升，而不是将相关资源投入实际客户 Meta 和 xAI 正在使用的推理引擎，例如 SGLang 和 vLLM。
SemiAnalysis 表示，包括首席工程师和 AMD Fellow 在内的数十名 AMD 工程师曾私下联系该机构，称由于 AMD 内部的办公室政治以及部分中层管理人员的支持，他们无法在内部讨论相关担忧。中层管理人员耗费 20 多名全职工程师的时间开发这一几乎没有客户的副项目，而参与该项目的工程师均为“10x 工程师”，本应投入 vLLM 和 SGLang 等客户推理引擎的开发工作。
SemiAnalysis 称，中层管理人员将试图以唯一一个在生产环境中使用该项目的客户进行回应，即基于 Qwen 的阿里巴巴，但进一步调查显示，这只是阿里巴巴企业业务部门在有限范围内部署 ATOM，并非 Qwen 的主要业务部门。
SemiAnalysis 表示，AMD 管理层将资源以及有限的内部 GPU 研发集群从支持 vLLM 和 SGLang 等生产环境推理引擎的工程师处调走，转而用于扩大自身势力范围和进行办公室政治，这对 AMD 工程师极不尊重。
Odaily星球日报讯 Sparrow Wallet v2.5.4 经过广泛的 AI 辅助审查后发布，包含多项安全强化更新，旨在减少用户对 Electrum 等外部服务器的信任依赖。
此外，该版本还强化 Ledger、Keycard、Trezor、Payjoin、PSBT 及多重签名处理，删除调试日志中的 Bitcoin Core 凭证及其他机密信息，将现有钱包和备份目录权限限制为仅所有者可访问，关闭使用 Tor 时残留的本地 DNS 解析泄露，并加强钱包导入、签名、下载及服务器响应验证。该更新扩大了 Sparrow Wallet 对交易数据、硬件设备及其他输入进行独立验证的范围，减少对外部服务器提供数据的依赖。（Bitcoin News）
Odaily星球日报讯 杰克逊霍尔年会尚未开幕，外汇市场已经先动了。美元看涨对冲需求升温，本周迄今期权资金过半押注美元走强，风险逆转指标的看空倾向也大幅收窄。
期权资金流向显示，本周美元走强的对冲需求明显升温。芝加哥商品交易所集团（CME Group）的数据显示，截至目前，57.2%的美元期权资金流押注美元兑主要货币走强，高于上周的 43.2%；风险逆转指标显示，市场对美元的看空倾向也大幅收窄。
美元此前一度因美国财政部长斯科特·贝森特（Scott Bessent）突然干预债市而承压，但随后已经收复此前跌幅的一半。
ING 货币策略师弗朗切斯科·佩索尔（Francesco Pesole）认为，沃什的讲话可能成为外汇市场的关键事件，在结果明朗前，交易员可能不愿大举做空美元。
Odaily News: Nvidia's latest earnings report and guidance exceeded expectations, boosting bullish sentiment on Wall Street, with more than a dozen major banks including Morgan Stanley, Citi, and Mizuho raising their price targets. At least 13 institutions raised their Nvidia price targets, with Raymond James Financial raising its target from $352 to $515, marking the highest current target; Melius Research raised its target from $400 to $420, Bernstein from $315 to $400, and Rosenblatt Securities from $325 to $390. Based on Nvidia's 24.1 billion shares outstanding, the $515 target price corresponds to a market cap of approximately $12.4 trillion.
Nvidia's latest earnings beat expectations across the board: fiscal Q2 2027 revenue came in at $96.2 billion, up 106% year-over-year; adjusted EPS was $2.22, up 120% year-over-year; data center revenue reached $89 billion. The company expects fiscal Q3 revenue of $108 billion at the midpoint and projects roughly 70% revenue growth for fiscal 2028, significantly higher than the market's prior expectation of about 45%. (CLS)
Odaily星球日报讯 美国上周初请失业金人数量下降，表明尽管 7 月就业人数意外减少，美国劳动力市场仍保持稳定。美国劳工部周四表示，截至 8 月 22 日当周，初请人数经季节性调整后减少 4000 人，至 20.3 万人，经济学家预期为 20.8 万人。
初请人数目前处于今年 18.9 万至 23 万区间的较低水平，表明即使招聘活动疲软，裁员规模仍然较低。美国上月失业率再次小幅下降至 4.1%，处于历史低位。如果劳动力市场持续保持稳定，美联储或可继续将重点放在控制通胀上。美国通胀率已连续 65 个月高于美联储 2%的目标。数据显示，续请失业金人数减少 1.8 万人，至 177.8 万人，这一指标可作为招聘情况的参考。
Odaily星球日报讯 Hyperliquid Policy Center 在 X 平台发文表示，永续合约应成为美国商品期货交易委员会（CFTC）创新议程的核心。该机构已就 8 月 20 日 CFTC 创新咨询委员会首次会议提交声明，指出永续合约在数字资产市场之外，正逐步扩展至股票、商品等传统资产类别，并且美国市场参与者对该产品的需求正在上升。永续合约能够满足不同市场参与者的风险管理需求，尤其适合航空公司对冲燃料成本、投资基金管理组合敞口以及 AI 开发商应对算力成本等持续存在、没有明确到期日的风险敞口。与有固定到期日的期货相比，永续合约无需换月，也不存在到期和交割问题，通过定期资金费率使合约价格锚定标的资产。目前，在 Hyperliquid 上，由第三方开发者部署的永续合约已覆盖 80 多个传统商品和股票市场，累计名义交易量超过 5000 亿美元。CFTC 今年已采取多项措施推动永续合约市场在美国落地。5 月，CFTC 批准首个在美国上市的永续期货合约，并发布有关永续合约上市的政策声明及连续交易指导；6 月，CFTC 就将永续合约扩展至能源商品征求公众意见，并进一步就算力衍生品展开咨询。此外，Hyperliquid Policy Center 认为，链上基础设施也可以在现有监管框架下推动美国衍生品市场现代化。公共区块链能够公开记录市场、订单和持仓，并以程序化方式持续进行保证金评估，同时实现抵押品实时转移，从而降低交易对手信用风险和结算风险。该机构将继续向 CFTC 创新咨询委员会及委员会工作人员提供相关研究和技术文件，并推动建立一条让美国市场参与者合规接入链上市场的路径。该机构认为，永续合约是过去十年最具代表性的金融创新之一，应进一步在美国市场发展。
Odaily星球日报讯 Alphabet(구글 모회사)의 주가가 최근 지속적인 하락 압력을 받고 있다. 5월 사상 최고치를 기록한 이후 시가총액이 약 6920억 달러 감소했으며, 시장의 AI 경쟁력에 대한 우려가 점점 커지고 있다.
지난 1년 동안 투자자들은 Alphabet을 인공지능 물결의 최대 수혜주 중 하나로 여겨 왔다. 5월 13일 기준 회사 주가는 이전 12개월 대비 150% 이상 상승하며 한때 S&P 500 지수에서 동기간 최고 성과를 기록한 종목에 이름을 올렸고, 상승 폭은 다른 '빅 7' 기술 기업들을 크게 앞질렀다.
그러나 시장이 구글의 AI 리더십을 재평가하면서 Alphabet의 상승 모멘텀은 반전되기 시작했다. 투자자들은 현재 회사의 핵심 AI 인재 이탈과 생성형 AI 경쟁에서 우위를 잃을 가능성을 우려하고 있다.
분석가들은 OpenAI, Anthropic 등 AI 기업들이 모델 및 제품 혁신을 지속적으로 추진함에 따라, Alphabet이 Gemini 등 AI 사업이 실제 상업적 성장으로 이어질 수 있음을 입증해야 시장의 신뢰를 회복할 수 있을 것이라고 보고 있다. (블룸버그)
