Alphabet提高支出預算導致股價大跌，為即將公布財報的微軟、Meta和亞馬遜敲響警鐘。

VIX和VXN之間的差距正在快速拉大，這是一個極其重要的訊號。它說明：市場的恐慌並不是均勻的，而是高度集中在科技板塊。

押注「不可能完成」的項目，連虧十年、燒掉366億——合肥用一場豪賭改寫了中國存儲芯片產業史。

The most impressive moment in the on-chain market: providing price discovery for an A-share IPO.

From the end of 2025 to the first half of 2026, as other sectors (such as some high-valuation growth, cyclical, and purely narrative themes) fade, while AI Capex continues to exceed expectations and semiconductor and data center-related stocks significantly outperform, a market consensus has truly formed — "AI is no longer just one of the themes, but has become the absolute main line of the global capital market."

Hartnett認為，債券市場正成為AI牛市的最大威脅。若債市斷供並倒逼聯準會升息，將觸發風險資產新一輪去槓桿。

中國皇冠上的明珠──DRAM晶片。

A $1 billion investment in Naver, which is currently advancing its acquisition of Upbit.

Young South Koreans used leverage to "gamble on the nation's fortunes," ultimately ending up bankrupt.

DRAM供需缺口持續，而長鑫兼具「量價齊升+國產替代」雙重紅利。

Technology and momentum positions are far from cleared, and coupled with multiple pressures from geopolitics, tariffs, and interest rates, high volatility will persist in the third quarter.

MSX Founder: Intends to Acquire Bitmart, Will Make Spot and Futures Trading Fees Free.

最快下周，美国参议院多数党领袖拟就 Clarity 法案举行投票。

AMD在Advancing AI 2026大会上发布新一代Instinct MI400系列加速器、EPYC Venice服务器CPU及Helios机架级AI平台，竞争重点从GPU追赶英伟达转向CPU+GPU+网络+软件+整机的全栈AI基础设施布局。

优质深度分析文章及一周热点恶补。

中國的AI研究人員比全世界其他地方加起來還多。中國在這個領域會變得非凡，這是注定的事。