Kimi K3引發美國科技圈關注，楊植麟是如何改寫中國AI牌桌的？

債券收益率同步走高，財報季成為下一個關鍵變數。

此次上線將TON與各大主流流動性和應用生態系統相連接。

SpaceX will release its Q2 2026 financial report on August 4.

這家估值千億的AI巨頭，會不會成為史上最大的科技泡沫？

當 L1 開始直接擴容、L2 轉向差異化執行，如何重新組成一個以太坊。

Search advertising hasn't slowed down, and the Gemini delay doesn't change long-term competitiveness; the market should focus on the pace of cloud revenue realization.

Circle的主力产品USDC及其底层资产托管基础设施，已正式纳入美国联邦监管体系。

LTA 托底美光與 SanDisk，但兜不住深度下行

历史数据显示，这种信号往往预示股市和科技股接下来表现不佳。

真正要追蹤的，是長約的兌現節奏、資本開支強度，以及電力/算力供給能否跟上訂單增長的速度。

伯恩斯坦把AI算力擴張換成設備訂單彈性

"As tokenized assets gradually enter on-chain financial scenarios such as lending, treasury management, and settlement, the ability of underlying reserves to undergo continuous verification is becoming a key foundational capability of industry focus."

The logic of DeepSeek 1.0 was "efficiency replaces scale," while the logic of K3 is "efficiency releases demand." These two narratives have opposite effects on chip stocks. That is also the most fundamental reason why "DeepSeek 2.0" did not materialize.

Robinhood CEO's official Twitter account follows the founder of Pons.

There are already signs of compromise on the final points of contention.