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09:37
“用户日增速10%”！成立仅1年，“当红个人AI代理”Instinct估值已达100亿美元，红杉、Benchmark等大牌VC追着投
“用户日增速10%”！成立仅1年，“当红个人AI代理”Instinct估值已达100亿美元，红杉、Benchmark等大牌VC追着投08:53
Anthropic递交招股书：去年亏损420亿美元，收入增长12倍至46亿美元，风险部分警告“威胁人类生存”
Anthropic递交招股书：去年亏损420亿美元，收入增长12倍至46亿美元，风险部分警告“威胁人类生存”09-28 22:00
AI需求仍在狂飙！英伟达最新披露：供应承诺额暴增135%，Anthropic已签约超1800亿美元
AI需求仍在狂飙！英伟达最新披露：供应承诺额暴增135%，Anthropic已签约超1800亿美元09-28 15:01
Anthropic首席经济学家前瞻“AI未来”：“三大奇点”，“财富分配”与“Token和资本税”
Anthropic首席经济学家前瞻“AI未来”：“三大奇点”，“财富分配”与“Token和资本税”09-28 14:21
长飞光纤港股重挫16%，瑞银首次覆盖给予买入：产能过剩担忧被高估，高端光纤供需紧张将延续至2027-28年
长飞光纤港股重挫16%，瑞银首次覆盖给予买入：产能过剩担忧被高估，高端光纤供需紧张将延续至2027-28年09-28 11:30
“AI空头”思考：云大厂“ROIC下滑”、大模型“难有护城河”、OpenAI是“AI时代WeWork”、Muse背后“人肉电池”
“AI空头”思考：云大厂“ROIC下滑”、大模型“难有护城河”、OpenAI是“AI时代WeWork”、Muse背后“人肉电池”09-28 10:03
A股三大股指早盘齐跌，创业板跌超3%，算力硬件下挫、光模块大跌，恒指一度涨1%，AI大模型双雄走低
A股三大股指早盘齐跌，创业板跌超3%，算力硬件下挫、光模块大跌，恒指一度涨1%，AI大模型双雄走低09-28 09:31
中国工业企业利润前8月同比增长15.7%，电子行业电子行业利润同比增长1.1倍，贡献逾六成增量
中国工业企业利润前8月同比增长15.7%，电子行业电子行业利润同比增长1.1倍，贡献逾六成增量09-28 08:33
Meta的Muse爆火之后，OpenAI紧急推出个人助手“O”迎击，预计Dev Day发布
Meta的Muse爆火之后，OpenAI紧急推出个人助手“O”迎击，预计Dev Day发布09-26 17:55
AI杀入科学家“主场”！OpenAI智能体将挑战人类蛋白质设计，原定“人机大战”临时改赛制
AI杀入科学家“主场”！OpenAI智能体将挑战人类蛋白质设计，原定“人机大战”临时改赛制09-26
Solidigm冲刺美股史上最大半导体IPO！英特尔曾以90亿美元卖掉，如今估值或达1500亿美元
Solidigm冲刺美股史上最大半导体IPO！英特尔曾以90亿美元卖掉，如今估值或达1500亿美元User Discussion
🌕
Following the explosive popularity of Meta's Muse, OpenAI urgently launched its personal assistant "O" to counter this, with a Dev Day release expected.
What a COPY CAT 🤣🤣
The price of the Xiaomi 18 Pro continues to rise, with the top-of-the-line version breaking the 10,000 yuan mark.
R/s wow I think the the e
Behind the AI debt frenzy: $70 billion in off-balance-sheet hidden liabilities raise concerns among bond investors.
🙈
AMD's best-ever financial report resulted in a 9% plunge: The market doesn't want good results, but acceleration.
who YOLO, this time YOLO[得意]
Retail investors in "YOLO" are trapped! Momentum factors hit their biggest pullback/retracement in four years, with the most popular stocks evaporating 25% in one month.
🐮🍺
Reaching out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the US.
MU already price in 2027
Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026
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Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
Q
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
The "TACO" is outdated, and Wall Street is flooded with "NACHO" trading!
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TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.
Nice to know
Unveiling another side of Altman: lies, intrigue, and trillion-dollar bets
Mark
The IEA warns that the intensity of the Gulf energy shock exceeds the combined intensity of 1973, 1979, and 2022, and the global economy is entering a "Black April"!
mark
The most exciting "survey"? "Internet celebrity AI research institution": Public data underreports 50% of the actual traffic volume in Hormuz.
Wow
AI computing power is a fatal flaw! Broadcom's director named "three major bottlenecks," suggesting the capacity shortage may persist until 2027.