澍子的个人主页 - 老虎社区

澍子

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IP属地：江西

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08-22

[微笑]

08-18

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08-14

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@BJW528BTC:Coinbase已获得纽约州金融服务部颁发的从事虚拟货币业务活动的许可

08-02

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08-01

稳定币：推动全球支付创新

查看详情：稳定币：推动全球支付创新稳定币驶入“立法时代”，市场迎来新拐点？此帖仅开放于中国大陆用户

稳定币：推动全球支付创新

07-30

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07-30

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@vision:一份让Circle股价爆涨33%、让Visa市值跌去300亿美金的法案

07-30

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07-05

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05-22

这篇文章不错，转发给大家看看

@小虎AV:一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 $标普500(.SPX)$ 年内目标点位预测为6700点：“美债收益率上涨，股市也能涨”，大家认可这个观点吗？美股&黄金&BTC，确定性高的投资机会在哪里？评论区分享你的观点或操作策略，一起赢取虎币奖励！ $标普500(.SPX)$ $SPDR黄金ETF(GLD)$ $比特币(BTC.USD.CC)$

05-20

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@魔方投研:英伟达 CEO黄仁勋2025年5月19日台北COMPUTEX 2025演讲要点

04-24

1

04-07

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@价值投资为王:纳斯达克指数历史上从最高点回落25%的机会并不多，除了上世纪80年代、互联网泡沫、金融危机和新冠，这次回调是难得的机会！我今天又加了一笔QQQ，如果后续创造历史，跌幅超30%，继续定投。 $纳斯达克100指数(NDX)$ $纳斯达克(.IXIC)$ $纳指100ETF(QQQ)$

04-07

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@小虎老师:七巨头预测市盈率低至20以内！还有多少下跌空间？

04-03

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03-11

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@美股解毒师:CTA抛售何时休？注意这一个长期关键点位！

03-11

中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇

查看详情：中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇近期中国AI公司深度求索（DeepSeek）开源大模型引发全球开发者热潮，中概股AI产业链的价值逻辑正在被重构。此帖仅开放于中国大陆用户

中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇

03-05

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02-25

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02-25

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截至美东时间昨日收盘，涨幅为+1.36%，报$327.01。","text":"$Coinbase Global, Inc.(COIN)$ 币界网消息，全球领先的合规加密货币交易平台 Coinbase 已正式获得纽约州金融服务部（NYDFS）颁发的虚拟货币业务活动许可。 这一新许可使得纽约州居民能够通过 Coinbase 网页端 以及 Coinbase iOS 与 Android 应用程序，在 Base 网络 上实现 USDC（USD Coin）的发送与接收功能。 Base 网络是 Coinbase 推出的以太坊二层扩展解决方案，旨在提供更低的交易成本、更快的结算速度，以及更友好的开发环境。 此次开放 USDC 收发功能，意味着纽约州用户能够在合规框架内享受稳定币跨链转账的便捷性与高效性。 Coinbase 表示，此举不仅是平台在合规领域的重要进展，也将进一步推动稳定币在日常支付、跨境结算及去中心化应用（DApp）生态中的普及。 业内分析认为，纽约州作为美国金融与监管中心，其态度对全美稳定币政策与加密资产应用具有重要风向标意义。 截至美东时间昨日收盘，涨幅为+1.36%，报$327.01。","images":[{"img":"https://static.tigerbbs.com/bd16700567feef9b6259c5e996e6c15d","width":"735","height":"148"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467445390942464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463258950947320,"gmtCreate":1754105713569,"gmtModify":1754105715153,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463258950947320","repostId":"1194055638","repostType":2,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462890272801224,"gmtCreate":1754015917164,"gmtModify":1754016359073,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"title":"稳定币：推动全球支付创新","htmlText":"查看详情： <a href=\"https://www.itigerup.com/hans/marketing/stablecoins?edition=full&amp;skin=2&amp;os=iOS&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=13976a935e22367f9bd784d9b90ae746&amp;invite=9P7D3&amp;lang=zh_CN\">稳定币：推动全球支付创新</a> 稳定币驶入“立法时代”，市场迎来新拐点？ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/hans/marketing/stablecoins?edition=full&amp;skin=2&amp;os=iOS&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=13976a935e22367f9bd784d9b90ae746&amp;invite=9P7D3&amp;lang=zh_CN\">稳定币：推动全球支付创新</a> 稳定币驶入“立法时代”，市场迎来新拐点？ 此帖仅开放于中国大陆用户","text":"查看详情： 稳定币：推动全球支付创新 稳定币驶入“立法时代”，市场迎来新拐点？ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462890272801224","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462148300943584,"gmtCreate":1753847707287,"gmtModify":1753847708799,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462148300943584","repostId":"2544138389","repostType":2,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462149619560512,"gmtCreate":1753847695827,"gmtModify":1753847697306,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462149619560512","repostId":"447690830876816","repostType":1,"repost":{"id":447690830876816,"gmtCreate":1750304672900,"gmtModify":1750304723591,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5400656025182","authorIdStr":"5400656025182"},"themes":[],"title":"一份让Circle股价爆涨33%、让Visa市值跌去300亿美金的法案","htmlText":"6月17日，美国参议院通过了一项标志性法案 —— 《GENIUS Act》。这不仅仅是一个“加密法案”，而是一次货币基础设施层面的立法升级。对于稳定币行业来说，这是联邦层面第一次承认“数字美元”的合法性和监管路径。而市场也立刻做出了反应：有人暴涨，有人暴跌，有人则悄悄换轨。GENIUS 法案通过的第二天，市场反应非常直接。有人被封神，有人则直接被打入冷宫，底层支付逻辑正在被重塑USDC的发行方 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价大涨逾 33%，盘后继续上涨6%；USDC主要分销商 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>上涨超 16% <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 、 <a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a> 、 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 下跌3-5%，Visa一夜蒸发300亿美金市值 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 股价小幅走高约2%Circle 和 Coinbase 被视为“新核心”；而传统支付巨头，正式被认为是“legacy”了。我们先来看看GENIUS法案到底讲了什么。GENIUS 的全称是 Guiding and Enabling National Innovation of Unifor","listText":"6月17日，美国参议院通过了一项标志性法案 —— 《GENIUS Act》。这不仅仅是一个“加密法案”，而是一次货币基础设施层面的立法升级。对于稳定币行业来说，这是联邦层面第一次承认“数字美元”的合法性和监管路径。而市场也立刻做出了反应：有人暴涨，有人暴跌，有人则悄悄换轨。GENIUS 法案通过的第二天，市场反应非常直接。有人被封神，有人则直接被打入冷宫，底层支付逻辑正在被重塑USDC的发行方 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价大涨逾 33%，盘后继续上涨6%；USDC主要分销商 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>上涨超 16% <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 、 <a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a> 、 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 下跌3-5%，Visa一夜蒸发300亿美金市值 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 股价小幅走高约2%Circle 和 Coinbase 被视为“新核心”；而传统支付巨头，正式被认为是“legacy”了。我们先来看看GENIUS法案到底讲了什么。GENIUS 的全称是 Guiding and Enabling National Innovation of Unifor","text":"6月17日，美国参议院通过了一项标志性法案 —— 《GENIUS Act》。这不仅仅是一个“加密法案”，而是一次货币基础设施层面的立法升级。对于稳定币行业来说，这是联邦层面第一次承认“数字美元”的合法性和监管路径。而市场也立刻做出了反应：有人暴涨，有人暴跌，有人则悄悄换轨。GENIUS 法案通过的第二天，市场反应非常直接。有人被封神，有人则直接被打入冷宫，底层支付逻辑正在被重塑USDC的发行方 $Circle Internet Corp.(CRCL)$ 股价大涨逾 33%，盘后继续上涨6%；USDC主要分销商 $Coinbase Global, Inc.(COIN)$上涨超 16% $Visa(V)$ 、 $万事达(MA)$ 、 $PayPal(PYPL)$ 下跌3-5%，Visa一夜蒸发300亿美金市值 $摩根大通(JPM)$ 、 $美国银行(BAC)$ 股价小幅走高约2%Circle 和 Coinbase 被视为“新核心”；而传统支付巨头，正式被认为是“legacy”了。我们先来看看GENIUS法案到底讲了什么。GENIUS 的全称是 Guiding and Enabling National Innovation of Unifor","images":[{"img":"https://static.tigerbbs.com/5b89fe8145321a3ddb25f1aac584699b","width":"2774","height":"1280"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447690830876816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462089222254656,"gmtCreate":1753832950391,"gmtModify":1753832951799,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462089222254656","repostId":"2555068285","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453269875212784,"gmtCreate":1751683580415,"gmtModify":1751683582060,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453269875212784","repostId":"2549431108","repostType":2,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437816346673384,"gmtCreate":1747924181918,"gmtModify":1747924183701,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437816346673384","repostId":"437821934936848","repostType":1,"repost":{"id":437821934936848,"gmtCreate":1747914519831,"gmtModify":1747914542318,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"“美债收益率上涨，股市也能上涨”？！股市&黄金&BTC，确定性更高的机会是？","htmlText":"\n \n \n  一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 年内目标点位预测为6700点：“美债收益率上涨，股市也能涨”，大家认可这个观点吗？美股&amp;黄金&amp;BTC，确定性高的投资机会在哪里？评论区分享你的观点或操作策略，一起赢取虎币奖励！ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a>\n \n","listText":"一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 年内目标点位预测为6700点：“美债收益率上涨，股市也能涨”，大家认可这个观点吗？美股&amp;黄金&amp;BTC，确定性高的投资机会在哪里？评论区分享你的观点或操作策略，一起赢取虎币奖励！ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a>","text":"一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 $标普500(.SPX)$ 年内目标点位预测为6700点：“美债收益率上涨，股市也能涨”，大家认可这个观点吗？美股&黄金&BTC，确定性高的投资机会在哪里？评论区分享你的观点或操作策略，一起赢取虎币奖励！ $标普500(.SPX)$ $SPDR黄金ETF(GLD)$ $比特币(BTC.USD.CC)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437821934936848","isVote":1,"tweetType":2,"object":{"id":"941ecb59c03d4bab9d6ee55f66723b56","tweetId":"437821934936848","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/944be5df3560136621352492376/oj2FrrG9ajYA.mp4","poster":"https://static.tigerbbs.com/2c5ac5a56c6e6c45d3f6c9bc0ed5b619"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436931912429888,"gmtCreate":1747685278661,"gmtModify":1747685280411,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436931912429888","repostId":"436719383601296","repostType":1,"repost":{"id":436719383601296,"gmtCreate":1747633766552,"gmtModify":1747650706483,"author":{"id":"3509528677666432","authorId":"3509528677666432","name":"魔方投研","avatar":"https://static.tigerbbs.com/900648303c4874676cf5c859bb6bec36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509528677666432","authorIdStr":"3509528677666432"},"themes":[],"title":"英伟达 CEO黄仁勋2025年5月19日台北COMPUTEX 2025演讲要点","htmlText":"英伟达首席执行官黄仁勋（Jensen Huang）在2025COMPUTEX 进行演讲。此次演讲聚焦AI、机器人、加速计算及NVIDIA的生态合作，旨在展示公司在AI基础设施和“物理AI”领域的最新进展。 1. AI技术突破 加速计算与AI驱动的工业革命： AI和加速计算是重塑计算机行业的两大核心力量，推动“第四次工业革命”。AI从云端扩展到边缘计算，改变了数据中心、机器人和自动驾驶等领域。 介绍了NVIDIA在生成式AI（Generative AI）和代理AI（Agentic AI）方面的进展，强调AI从感知和推理向自主决策演进，未来将实现“物理AI”（Physical AI），即AI驱动的机器人执行现实世界任务。 示例：NVIDIA Earth-2生成式AI模型用于气候预测，展示AI在科学领域的应用潜力。 新产品与技术： Blackwell架构：继续推广Blackwell GPU（如GB200、GB10），性能较Hopper架构提升30倍，功耗降低25倍，广泛应用于AI训练和推理。 Cosmos平台：全球首个基础模型平台，用于开发物理AI系统（如机器人、自动驾驶），通过世界基础模型（WFMs）模拟现实世界条件。 Newton物理引擎：与Google DeepMind和Disney Research合作开发的开源物理引擎（计划2025年7月发布），基于NVIDIA Warp框架，支持GPU加速、高可微性和超实时操作，解决机器人训练的“仿真-现实差距”。已整合进Isaac模拟器，应用于人形机器人和Disney的BDX娱乐机器人。 Isaac GR00T N1：全球首个人形机器人开源基础模型，支持制造业、医疗和家务任务的机器人开发，结合Newton加速训练。 合成数据与机器人训练： 强调合成数据（Synthetic Data）在机器人和自动驾驶开发中的重要性，通过虚拟环境模拟","listText":"英伟达首席执行官黄仁勋（Jensen Huang）在2025COMPUTEX 进行演讲。此次演讲聚焦AI、机器人、加速计算及NVIDIA的生态合作，旨在展示公司在AI基础设施和“物理AI”领域的最新进展。 1. AI技术突破 加速计算与AI驱动的工业革命： AI和加速计算是重塑计算机行业的两大核心力量，推动“第四次工业革命”。AI从云端扩展到边缘计算，改变了数据中心、机器人和自动驾驶等领域。 介绍了NVIDIA在生成式AI（Generative AI）和代理AI（Agentic AI）方面的进展，强调AI从感知和推理向自主决策演进，未来将实现“物理AI”（Physical AI），即AI驱动的机器人执行现实世界任务。 示例：NVIDIA Earth-2生成式AI模型用于气候预测，展示AI在科学领域的应用潜力。 新产品与技术： Blackwell架构：继续推广Blackwell GPU（如GB200、GB10），性能较Hopper架构提升30倍，功耗降低25倍，广泛应用于AI训练和推理。 Cosmos平台：全球首个基础模型平台，用于开发物理AI系统（如机器人、自动驾驶），通过世界基础模型（WFMs）模拟现实世界条件。 Newton物理引擎：与Google DeepMind和Disney Research合作开发的开源物理引擎（计划2025年7月发布），基于NVIDIA Warp框架，支持GPU加速、高可微性和超实时操作，解决机器人训练的“仿真-现实差距”。已整合进Isaac模拟器，应用于人形机器人和Disney的BDX娱乐机器人。 Isaac GR00T N1：全球首个人形机器人开源基础模型，支持制造业、医疗和家务任务的机器人开发，结合Newton加速训练。 合成数据与机器人训练： 强调合成数据（Synthetic Data）在机器人和自动驾驶开发中的重要性，通过虚拟环境模拟","text":"英伟达首席执行官黄仁勋（Jensen Huang）在2025COMPUTEX 进行演讲。此次演讲聚焦AI、机器人、加速计算及NVIDIA的生态合作，旨在展示公司在AI基础设施和“物理AI”领域的最新进展。 1. AI技术突破 加速计算与AI驱动的工业革命： AI和加速计算是重塑计算机行业的两大核心力量，推动“第四次工业革命”。AI从云端扩展到边缘计算，改变了数据中心、机器人和自动驾驶等领域。 介绍了NVIDIA在生成式AI（Generative AI）和代理AI（Agentic AI）方面的进展，强调AI从感知和推理向自主决策演进，未来将实现“物理AI”（Physical AI），即AI驱动的机器人执行现实世界任务。 示例：NVIDIA Earth-2生成式AI模型用于气候预测，展示AI在科学领域的应用潜力。 新产品与技术： Blackwell架构：继续推广Blackwell GPU（如GB200、GB10），性能较Hopper架构提升30倍，功耗降低25倍，广泛应用于AI训练和推理。 Cosmos平台：全球首个基础模型平台，用于开发物理AI系统（如机器人、自动驾驶），通过世界基础模型（WFMs）模拟现实世界条件。 Newton物理引擎：与Google DeepMind和Disney Research合作开发的开源物理引擎（计划2025年7月发布），基于NVIDIA Warp框架，支持GPU加速、高可微性和超实时操作，解决机器人训练的“仿真-现实差距”。已整合进Isaac模拟器，应用于人形机器人和Disney的BDX娱乐机器人。 Isaac GR00T N1：全球首个人形机器人开源基础模型，支持制造业、医疗和家务任务的机器人开发，结合Newton加速训练。 合成数据与机器人训练： 强调合成数据（Synthetic Data）在机器人和自动驾驶开发中的重要性，通过虚拟环境模拟","images":[{"img":"https://static.tigerbbs.com/b128f1054fb3529b2d280a6284f63b21","width":"1229","height":"703"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436719383601296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427938496807312,"gmtCreate":1745497591426,"gmtModify":1745497595215,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[{"img":"https://static.tigerbbs.com/32f10c33d308f6e75be8684c9cda438a","width":"1170","height":"1407"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427938496807312","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":421875993714912,"gmtCreate":1744033253583,"gmtModify":1744033255704,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421875993714912","repostId":"421913879613712","repostType":1,"repost":{"id":421913879613712,"gmtCreate":1744026442808,"gmtModify":1744026446570,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"htmlText":"纳斯达克指数历史上从最高点回落25%的机会并不多，除了上世纪80年代、互联网泡沫、金融危机和新冠，这次回调是难得的机会！ 我今天又加了一笔QQQ，如果后续创造历史，跌幅超30%，继续定投。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","listText":"纳斯达克指数历史上从最高点回落25%的机会并不多，除了上世纪80年代、互联网泡沫、金融危机和新冠，这次回调是难得的机会！ 我今天又加了一笔QQQ，如果后续创造历史，跌幅超30%，继续定投。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","text":"纳斯达克指数历史上从最高点回落25%的机会并不多，除了上世纪80年代、互联网泡沫、金融危机和新冠，这次回调是难得的机会！ 我今天又加了一笔QQQ，如果后续创造历史，跌幅超30%，继续定投。 $纳斯达克100指数(NDX)$ $纳斯达克(.IXIC)$ $纳指100ETF(QQQ)$","images":[{"img":"https://static.tigerbbs.com/b8ed5bc8b1dbd1df41b947a75e16f379","width":"1417","height":"333"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421913879613712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421941630799944,"gmtCreate":1744033217402,"gmtModify":1744033219329,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421941630799944","repostId":"421973120528632","repostType":1,"repost":{"id":421973120528632,"gmtCreate":1744028033501,"gmtModify":1745204044970,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"七巨头预测市盈率低至20以内！还有多少下跌空间？","htmlText":"Mag 7 在这次血洗后，两家公司 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> , <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 已经达到历史最低PE。谷歌更是低于20，亚马逊达到27.07.一家公司 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 距离历史最低pe只差13%，如果跌到83美元，那么nvidia的股价将达到历史10年最低forward pe的价格。<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ， <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 距离历史最低还差很远，但是meta的forward pe已经落入20以内，到了19.87.<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 是目前mag 7中估值最高的，距离历史最低PE的股价还有202%的差别。但是不能只看forward pe，谷歌的估值近两年一直很低正是因为市场担忧AI取代google search；而tesla能享受高估值大家也是心知肚明。你相信PE指标吗？除了PE你还会看其他指标吗？你的抄底价格是多少？","listText":"Mag 7 在这次血洗后，两家公司 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> , <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 已经达到历史最低PE。谷歌更是低于20，亚马逊达到27.07.一家公司 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 距离历史最低pe只差13%，如果跌到83美元，那么nvidia的股价将达到历史10年最低forward pe的价格。<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ， <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 距离历史最低还差很远，但是meta的forward pe已经落入20以内，到了19.87.<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 是目前mag 7中估值最高的，距离历史最低PE的股价还有202%的差别。但是不能只看forward pe，谷歌的估值近两年一直很低正是因为市场担忧AI取代google search；而tesla能享受高估值大家也是心知肚明。你相信PE指标吗？除了PE你还会看其他指标吗？你的抄底价格是多少？","text":"Mag 7 在这次血洗后，两家公司 $谷歌(GOOG)$ , $亚马逊(AMZN)$ 已经达到历史最低PE。谷歌更是低于20，亚马逊达到27.07.一家公司 $英伟达(NVDA)$ 距离历史最低pe只差13%，如果跌到83美元，那么nvidia的股价将达到历史10年最低forward pe的价格。$微软(MSFT)$ ， $Meta Platforms, Inc.(META)$ ， $苹果(AAPL)$ 距离历史最低还差很远，但是meta的forward pe已经落入20以内，到了19.87.$特斯拉(TSLA)$ 是目前mag 7中估值最高的，距离历史最低PE的股价还有202%的差别。但是不能只看forward pe，谷歌的估值近两年一直很低正是因为市场担忧AI取代google search；而tesla能享受高估值大家也是心知肚明。你相信PE指标吗？除了PE你还会看其他指标吗？你的抄底价格是多少？","images":[{"img":"https://static.tigerbbs.com/baa763d7dffb20086856a37bf4dae100"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421973120528632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420417177653504,"gmtCreate":1743671689989,"gmtModify":1743671691799,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420417177653504","repostId":"2524280283","repostType":2,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412319907049960,"gmtCreate":1741699028652,"gmtModify":1741699030418,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412319907049960","repostId":"412309841969440","repostType":1,"repost":{"id":412309841969440,"gmtCreate":1741681692580,"gmtModify":1741681725709,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"CTA抛售何时休？注意这一个长期关键点位！","htmlText":"当CTA全球股票多头头寸在2月底规模达到了1580亿美元（历史90百分位数），美国股票的也接近历史90分位（高盛）。big基金经理“被动地”、“不约而同”地开始了抛售。这种由量化被动卖出规模激增，也成为这几天市场抛售的重要原因之一。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> <a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a> <a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> 过去1周美股市场表现量化交易对当前市场的影响CTA主要采用趋势跟踪策略，即识别并利用市场趋势。当市场趋势向下时，CTA 将卖出以维持与趋势一致的仓位。这种策略是系统性的、被动的，即对市场走势做出反应，而不是预测市场走势，因此是属于事后分析的一种。而近几年来，CTA的交易有这样的趋势：趋势跟踪机制的自我强化CTA通过算法识别市场趋势，当价格跌破关键支撑位时，程序会自动触发止损或反向做空指令。例如，标普500指数跌破5897点这一中期支撑位后，CTA的抛售压力被系统性放大，形成“下跌→触发抛售→进一步下跌”的恶性循环。高盛数据显示，截止上周五，CTA在全球股市持有1370亿美元多头头寸（历史7","listText":"当CTA全球股票多头头寸在2月底规模达到了1580亿美元（历史90百分位数），美国股票的也接近历史90分位（高盛）。big基金经理“被动地”、“不约而同”地开始了抛售。这种由量化被动卖出规模激增，也成为这几天市场抛售的重要原因之一。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> <a 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截至美东时间昨日收盘，涨幅为+1.36%，报$327.01。","text":"$Coinbase Global, Inc.(COIN)$ 币界网消息，全球领先的合规加密货币交易平台 Coinbase 已正式获得纽约州金融服务部（NYDFS）颁发的虚拟货币业务活动许可。 这一新许可使得纽约州居民能够通过 Coinbase 网页端 以及 Coinbase iOS 与 Android 应用程序，在 Base 网络 上实现 USDC（USD Coin）的发送与接收功能。 Base 网络是 Coinbase 推出的以太坊二层扩展解决方案，旨在提供更低的交易成本、更快的结算速度，以及更友好的开发环境。 此次开放 USDC 收发功能，意味着纽约州用户能够在合规框架内享受稳定币跨链转账的便捷性与高效性。 Coinbase 表示，此举不仅是平台在合规领域的重要进展，也将进一步推动稳定币在日常支付、跨境结算及去中心化应用（DApp）生态中的普及。 业内分析认为，纽约州作为美国金融与监管中心，其态度对全美稳定币政策与加密资产应用具有重要风向标意义。 截至美东时间昨日收盘，涨幅为+1.36%，报$327.01。","images":[{"img":"https://static.tigerbbs.com/bd16700567feef9b6259c5e996e6c15d","width":"735","height":"148"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467445390942464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463258950947320,"gmtCreate":1754105713569,"gmtModify":1754105715153,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463258950947320","repostId":"1194055638","repostType":2,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462148300943584,"gmtCreate":1753847707287,"gmtModify":1753847708799,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462148300943584","repostId":"2544138389","repostType":2,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462149619560512,"gmtCreate":1753847695827,"gmtModify":1753847697306,"author":{"id":"3465244030895892","authorId":"3465244030895892","name":"澍子","avatar":"https://static.tigerbbs.com/20465d2ac0edfd1e2d4ed8bd49a2833a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465244030895892","authorIdStr":"3465244030895892"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462149619560512","repostId":"447690830876816","repostType":1,"repost":{"id":447690830876816,"gmtCreate":1750304672900,"gmtModify":1750304723591,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5400656025182","authorIdStr":"5400656025182"},"themes":[],"title":"一份让Circle股价爆涨33%、让Visa市值跌去300亿美金的法案","htmlText":"6月17日，美国参议院通过了一项标志性法案 —— 《GENIUS Act》。这不仅仅是一个“加密法案”，而是一次货币基础设施层面的立法升级。对于稳定币行业来说，这是联邦层面第一次承认“数字美元”的合法性和监管路径。而市场也立刻做出了反应：有人暴涨，有人暴跌，有人则悄悄换轨。GENIUS 法案通过的第二天，市场反应非常直接。有人被封神，有人则直接被打入冷宫，底层支付逻辑正在被重塑USDC的发行方 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价大涨逾 33%，盘后继续上涨6%；USDC主要分销商 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>上涨超 16% <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 、 <a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a> 、 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 下跌3-5%，Visa一夜蒸发300亿美金市值 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 股价小幅走高约2%Circle 和 Coinbase 被视为“新核心”；而传统支付巨头，正式被认为是“legacy”了。我们先来看看GENIUS法案到底讲了什么。GENIUS 的全称是 Guiding and Enabling National Innovation of Unifor","listText":"6月17日，美国参议院通过了一项标志性法案 —— 《GENIUS Act》。这不仅仅是一个“加密法案”，而是一次货币基础设施层面的立法升级。对于稳定币行业来说，这是联邦层面第一次承认“数字美元”的合法性和监管路径。而市场也立刻做出了反应：有人暴涨，有人暴跌，有人则悄悄换轨。GENIUS 法案通过的第二天，市场反应非常直接。有人被封神，有人则直接被打入冷宫，底层支付逻辑正在被重塑USDC的发行方 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价大涨逾 33%，盘后继续上涨6%；USDC主要分销商 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>上涨超 16% <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 、 <a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a> 、 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 下跌3-5%，Visa一夜蒸发300亿美金市值 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 股价小幅走高约2%Circle 和 Coinbase 被视为“新核心”；而传统支付巨头，正式被认为是“legacy”了。我们先来看看GENIUS法案到底讲了什么。GENIUS 的全称是 Guiding and Enabling National Innovation of Unifor","text":"6月17日，美国参议院通过了一项标志性法案 —— 《GENIUS Act》。这不仅仅是一个“加密法案”，而是一次货币基础设施层面的立法升级。对于稳定币行业来说，这是联邦层面第一次承认“数字美元”的合法性和监管路径。而市场也立刻做出了反应：有人暴涨，有人暴跌，有人则悄悄换轨。GENIUS 法案通过的第二天，市场反应非常直接。有人被封神，有人则直接被打入冷宫，底层支付逻辑正在被重塑USDC的发行方 $Circle Internet Corp.(CRCL)$ 股价大涨逾 33%，盘后继续上涨6%；USDC主要分销商 $Coinbase Global, Inc.(COIN)$上涨超 16% $Visa(V)$ 、 $万事达(MA)$ 、 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\n \n  一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 年内目标点位预测为6700点：“美债收益率上涨，股市也能涨”，大家认可这个观点吗？美股&amp;黄金&amp;BTC，确定性高的投资机会在哪里？评论区分享你的观点或操作策略，一起赢取虎币奖励！ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a>\n \n","listText":"一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 年内目标点位预测为6700点：“美债收益率上涨，股市也能涨”，大家认可这个观点吗？美股&amp;黄金&amp;BTC，确定性高的投资机会在哪里？评论区分享你的观点或操作策略，一起赢取虎币奖励！ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a>","text":"一场160亿美元的国债拍卖，体现了华尔街对不断膨胀的财政赤字的担忧-拍卖需求疲软，股债汇三市齐跌。BMO首席投资策略师Brian Belski接受彭博社采访时，解释了自己为什么仍然看好股市，修整 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2025演讲要点","htmlText":"英伟达首席执行官黄仁勋（Jensen Huang）在2025COMPUTEX 进行演讲。此次演讲聚焦AI、机器人、加速计算及NVIDIA的生态合作，旨在展示公司在AI基础设施和“物理AI”领域的最新进展。 1. AI技术突破 加速计算与AI驱动的工业革命： AI和加速计算是重塑计算机行业的两大核心力量，推动“第四次工业革命”。AI从云端扩展到边缘计算，改变了数据中心、机器人和自动驾驶等领域。 介绍了NVIDIA在生成式AI（Generative AI）和代理AI（Agentic AI）方面的进展，强调AI从感知和推理向自主决策演进，未来将实现“物理AI”（Physical AI），即AI驱动的机器人执行现实世界任务。 示例：NVIDIA Earth-2生成式AI模型用于气候预测，展示AI在科学领域的应用潜力。 新产品与技术： Blackwell架构：继续推广Blackwell GPU（如GB200、GB10），性能较Hopper架构提升30倍，功耗降低25倍，广泛应用于AI训练和推理。 Cosmos平台：全球首个基础模型平台，用于开发物理AI系统（如机器人、自动驾驶），通过世界基础模型（WFMs）模拟现实世界条件。 Newton物理引擎：与Google DeepMind和Disney Research合作开发的开源物理引擎（计划2025年7月发布），基于NVIDIA Warp框架，支持GPU加速、高可微性和超实时操作，解决机器人训练的“仿真-现实差距”。已整合进Isaac模拟器，应用于人形机器人和Disney的BDX娱乐机器人。 Isaac GR00T N1：全球首个人形机器人开源基础模型，支持制造业、医疗和家务任务的机器人开发，结合Newton加速训练。 合成数据与机器人训练： 强调合成数据（Synthetic Data）在机器人和自动驾驶开发中的重要性，通过虚拟环境模拟","listText":"英伟达首席执行官黄仁勋（Jensen Huang）在2025COMPUTEX 进行演讲。此次演讲聚焦AI、机器人、加速计算及NVIDIA的生态合作，旨在展示公司在AI基础设施和“物理AI”领域的最新进展。 1. 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