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关注区块链、数字加密行业,首选媒体—律动BlockBeats
苹果终于承认,Siri老了
WWDC这一夜它向Google借了模型,向Nvidia借了算力,向用户借了又一年耐心。
2026-06-09
AI

The two-day bear market for AI is over. Why is capital buying back memory first?
Where is the cost-performance advantage of memory?
2026-06-09
產業
AI

從《大空頭》到舊金山:AI泡沫裡的狂歡與眩暈
天才、財富與一場尚未結束的派對
2026-06-08
金融
投資
AI

休市定價誤差0.13%,最後兩分鐘搶跑反彈:TradeXYZ的海力士週末
TradeXYZ上的SK海力士永續市場,在股市開市前展現了精確發現價格的能力
2026-06-08
AI
Perp DEX

高估值時代的複利危機,美股會迎來新的「失落十年」嗎?
別讓十年收益歸零,155年市場史給長期投資者的警告
2026-06-08
投資

Korean stocks plummet, global capital liquidation: Have semiconductor fundamentals really changed?
Korean stocks triggered a circuit breaker during the session due to a global semiconductor sell-off, prompting the market to reassess the AI cycle.
2026-06-08
投資
產業
AI

Trump's 43 Minutes: Strongman Narrative Unravels, Media War Escalates
A Lost Performance on Power, Health, and Media Siege
2026-06-08
川普

Agent支付這一年:光環之下,市場未至
Agent經濟缺的不是支付,而是協調
2026-06-05
AI
x402

四個估值錨點,一個馬斯克溢價:SpaceX IPO的真正分歧
華爾街如何拆解SpaceX的1.77兆估值
2026-06-05
投資
AI
馬斯克

“内存腰斩”只是误读?AI内存股暴跌背后的真假利空
AI内存股大跌的原因,可能不是需求变差,而是谁还能继续赚走利润
2026-06-05
AI

Privacy Scandal: ZEC Plunges Over 30%, an 'Unlimited Inflation' Vulnerability That Cannot Prove Innocence
It is currently impossible to directly prove that fraudulent assets never existed within Orchard.
2026-06-05
安全
ZEC

Starlink makes money, AI burns money. A $1.7 trillion SpaceX, is it worth buying?
This pricing logic is only tenable when the market simultaneously believes that AI, orbital data centers, next-generation satellite networks, and more long-term space infrastructure can become genuine sources of revenue.
2026-06-05
AI
馬斯克

Trade three decades of life for a trillion-dollar valuation: Silicon Valley is once again rewarding those who defy death
In this era of narrative inflation, asceticism is a narrative art.
2026-06-04
創始人

It wasn't carry trade unwinding that saved the Nikkei: Yen short positions remain crowded, and AI-driven foreign capital is the real driver of new highs
A familiar narrative has emerged: "The carry trade is about to collapse, and August 2024 is about to repeat itself."
2026-06-04
投資
AI

SpaceX IPO 臨近:一場藏在指數基金裡的世紀收割
一場註定轟動的IPO,和一群沒有選擇權的接盤者
2026-06-04
AI
馬斯克










