Odaily星球日報訊 Tom Lee 在 X 平台發文表示，隨著 AI「瓶頸」類股票回調，下游類股票按絕對表現計算正在上漲，其中瓶頸類包括 SMH、DRAM，下游類包括 MAGS、IGV，AI 下游類包括 ETHA、以太坊原生。
Odaily星球日報訊 根據 MSX.COM 數據，美股存儲板塊集體拉升，紛紛收復此前 4%-7%的盤初跌幅。截至發稿，SK 海力士股價上漲 5.13%，美光科技股價上漲 0.38%，閃迪股價上漲 1%。
Odaily星球日报訊 AI 推理雲初創公司 General Compute 從 Upper90 取得 4 億美元貸款，該筆交易為全球首例以推理專用晶片作為抵押品的融資項目。公司基於 SambaNova 自研 ASIC 晶片搭建專屬 AI 推理雲平台，主打 Agent 類 AI 算力負載，相較傳統 GPU 雲擁有更快令牌處理速度、更低運行延遲；硬體無需水冷，可直接部署在傳統資料中心與閒置加密礦場設施。
Odaily Odaily Stock News On Friday, the three major U.S. stock indexes opened lower, with tech stocks falling across the board. The Philadelphia Semiconductor Index dropped more than 20% from its historical closing high, on track to confirm a bear market. SK Hynix's ADR fell below its $149 issuance price for the first time. SpaceX's stock price has fallen 38% from its peak, with its market capitalization on track to evaporate approximately $1 trillion from its peak. AMD fell over 7%, Intel dropped over 6%, and TSMC declined over 5%. Some analysts state that the ongoing pullback in chip stocks has transcended fundamental factors and is more influenced by a shift in capital styles and market preference rotation.
Furthermore, Federal Reserve Chair Powell's dissatisfaction with inflation during the hearing has increased market expectations for a rate hike. "Hawkish" signals released by other Fed officials have also exacerbated market nervousness. Among them, Fed's Logan has explicitly called for a rate hike; Fed's Schmid warned that the risk of further acceleration in inflation in the coming months remains. In terms of geopolitical situation, the prospects of a US-Iran war remain uncertain, dampening market risk appetite. (Jinshi Data)
Odaily星球日報訊 根據 MSX.COM 數據，SK 海力士美股股價收復 4%跌幅，現上漲 1.06%，報 153.930 美元/股，總市值報 1.12 萬億美元。
Odaily星球日报讯 加密记者 Eleanor Terrett 在 X 平台发文表示，美国众议院金融服务委员会共和党成员将于美国东部时间上午 10 点在纽约举行一场现场听证会，重点讨论《CLARITY Act》如何推动数字资产领域创新。
此次听证会属于信息性会议，旨在收集行业意见和讨论政策影响，不会影响参议院当前对该法案的审议进程。
与此同时，《CLARITY Act》更新后的立法文本仍未公布。此前，美国总统特朗普与参议院共和党议员就相关伦理条款举行会议，但截至目前，新的法案文本仍未正式发布。
Eleanor Terrett 援引行业人士消息称，加密行业领导者目前预计，更新后的文本发布时间可能推迟至下周。
市场人士关注，《CLARITY Act》作为美国加密市场结构监管框架的重要组成部分，其最终文本和推进节奏将影响数字资产企业、交易平台以及机构投资者未来的合规路径。
據 Odaily Planet Daily 報導，根據 Gate 數據，布倫特原油日內漲幅超過 2.00%，現報 85.81 美元/桶。
Odaily星球日报讯 昨日，月之暗面最新开源 AI 模型 Kimi K3 模型发布，在 Frontend Code Arena 测试网站中以 1679 分位居第一，超越 Claude 旗下 Fable 5 模型。针对 K3 模型，Artifacial Analysis 进行了相关测评，随后埃马斯克再次为月之暗面 Kimi 模型点赞，称 K3 模型的基准性能令人印象深刻。
今年 3 月，Kimi 发布《𝑨𝒕𝒕𝒆𝒏𝒕𝒊𝒐𝒏 𝑹𝒆𝒔𝒊𝒅𝒖𝒂𝒍𝒔：重新思考深度方向聚合》研究论文时曾获马斯克称赞：“Kimi 的研究工作令人印象深刻。”此前，其还称智谱旗下 GLM 模型或于 2027 年 Q1 超越 Claude Mythos 模型（即 Fable 5），对此智谱创始人唐杰回应称“不需要那么久”。
Odaily Planet Daily News According to data from MSX.COM, NVIDIA's stock price fell 4.33% to $198.420 per share, with its total market capitalization shrinking to $4.80 trillion. The Nasdaq 100 index expanded its decline to 2.7%, hitting a new intraday low. The Philadelphia Semiconductor Index fell 5% to 11,267.17 points.
Odaily星球日报讯 据 Whale Alert 监测，某錢包「0x5db2」銷毀 99,755 枚 WHYPE，價值約合 5,935,687 美元。
Odaily Planet Daily reports that Ethereum Layer2 infrastructure Optimism has officially announced three strategic partnerships, collaborating with Upbit operator Dunamu, fintech platform Toss, and DB Securities to comprehensively expand into the Korean market. On the collaboration front with Dunamu, both parties will upgrade the GIWA public chain based on OP Stack and promote its global development; they will conduct a three-month technical verification with Toss to build a compliant Korean Won digital financial infrastructure. Optimism and DB Securities are focusing on the STO and RWA tracks, planning to transform Jeju Island's smart agriculture, livestock assets, and Korean intellectual property into tokenized securities and real-world asset products, gradually implementing the on-chain commercialization of local physical assets. This entire cooperation package is designed to comply with South Korea's financial regulatory framework.
