AGI, by the definition of twenty years ago, has already arrived.

SemiAnalysis看好的是Meta追趕速度，而非當前模型排名

首週溢價決定它是重估入口還是擁擠交易。

逾200支隊伍完成報名，生態陣容涵蓋20+合作機構及高校、30+媒體合作夥伴，以及多家量化平台與社群。

While the entire internet is caught in an involution frenzy over model capabilities, a group of "technical translators" is quietly reshaping the attention landscape.

In 2026, crypto market funds did not disappear but shifted from Bitcoin ETFs to the AI and semiconductor sectors. Bitcoin funds saw net outflows of approximately $12 billion, while semiconductor ETFs attracted over $20 billion in inflows, indicating that capital simply moved to a different high-volatility track.

舊時代的船隻無法抵達新大陸，還是連環衝擊下的絕處逢生？

設備股下一波行情，要看台積電、三星和英特爾

The next chapter of the story may no longer star those selling GPUs and HBM, but those using GPUs and HBM to build the next generation of the internet. Capital is flowing from the "shovel sellers" to the "shovel users" — this is not the funeral of AI, but a redistribution of profits within the AI supply chain.

注意力不值钱了。

美光科技宣佈將美國本土製造投資提升至2500億美元，目標在2035年前實現40%的DRAM在美生產，並創造超過9萬個就業崗位。

Bitcoin entity-adjusted realized losses for long-term holders hit a 3.5-year high, reaching $280 million/day.

算力是國王，能源是瓶頸，但最不對稱的賭注，是那些還沒被分發的智慧。

ADR定價約158.26美元，發行規模約282億美元，為外國公司美國上市歷史之最。

Goldman Sachs is bullish on Microsoft, but earnings need to prove AI investments can turn into cloud revenue.

外资狂抛、杠杆ETF反噬，三重危机引爆“半导体悖论”——巨头业绩狂飙反遭血洗。紧缩周期压顶，韩国资本市场正迎棘手的生死大考。