本页是我们每日从公开信息流中筛出的值得留意的条目——它们是输入，不是结论，每条均注明原始出处。我们自己的判断见宏观与个股板块。
当日 1004 条 · 永久存档，不回改
美国汽油价格在过去两周内上涨超过20%，从2.98美元/加仑升至3.59美元/加仑，这是过去30年来最大的两周涨幅。
US gas prices up over 20% in two weeks, $2.98/gallon to $3.59/gallon, biggest two-week spike in 30 years
这一显著的汽油价格上涨直接影响消费者，可能预示着通胀压力加剧。能源价格飙升与中东冲突紧张局势密切相关，对宏观经济稳定构成挑战。
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO
@charliebilello ↗
布伦特原油价格收盘首次突破每桶100美元，这是自2022年8月以来的首次。
Brent oil closed above $100 for first time since August 2022
原油价格的飙升主要由中东地区冲突加剧驱动，这不仅在全球市场引发担忧，也预示着通胀风险的进一步升级。伊朗及其领导人的强硬立场，以及潜在的能源基础设施袭击威胁，共同推高了市场对供应中断的预期。
BRENT OIL JUST CLOSED THE DAY ABOVE $100 FOR FIRST TIME SINCE AUGUST 2022 - Bloomberg https://t.co/dxEsTeLSrT
@stockmktnewz ↗
据英国《金融时报》报道，CME警告称，美国干预原油期货市场将是一场“圣经般的灾难”。
CME warns US intervention in oil futures would be a biblical disaster - FT
CME的警告凸显了其对政府干预能源市场可能带来的负面后果的深切担忧，这可能对市场机制和价格发现功能造成严重破坏。在全球能源市场因地缘政治冲突而动荡不安的背景下，此番言论旨在维护市场独立性并避免人为操作引发的更大风险。
🔴 CME warns US intervention in oil futures would be a biblical disaster - FT
@financialjuice ↗
美国财政部发布许可，允许销售截至3月12日已装船的俄罗斯原油和石油产品，有效期至美国东部时间4月11日凌晨12:01。
US license permits sale of Russian crude oil and petroleum products loaded on vessels as of March 12 until April 11 - Treasury website
此举旨在增加现有供应的全球可及性，允许各国购买目前滞留在海上的俄罗斯石油，从而缓解市场供应压力。这一临时授权表明美国在维持对俄制裁的同时，也在寻求稳定全球能源市场的平衡点。
US Treasury Secretary Bessent: To increase the global reach of existing supply, Treasury is providing temporary authorization to permit countries to purchase Russian oil currently stranded at sea.
@financialjuice ↗
俄罗斯2月原油产量下降5.6万桶/日，至918万桶/日，为去年8月以来最低，标志着连续第三个月下降，总降幅达20万桶/日。
Russian crude oil production dropped -56,000 barrels in February, to 9.18 million barrels per day, lowest since August, 3rd consecutive monthly decline, total drop of -200,000 barrels per day
俄罗斯原油产量的持续下降可能受到国际制裁和市场环境的影响，对全球原油供应产生进一步的紧缩效应。这一趋势可能加剧全球能源市场的波动性，特别是在中东冲突导致油价飙升的背景下。
Russian crude oil output is falling: Russian crude oil production dropped -56,000 barrels in February, to 9.18 million barrels per day in February, the lowest since August. This marks the 3rd consecutive monthly decline with a total drop of -200,000 barrels per day. Production https://t.co/fyNTgnEDXL
@kobeissiletter ↗
美国利用AI工具提升在伊朗的军事行动强度，帕兰提尔（Palantir）首席执行官Alex Karp讨论了AI如何重塑战争，OpenAI的Sam Altman也因此面临立法者质询。
US uses AI tools in warfare, Palantir CEO Alex Karp, AI reshaping warfare, OpenAI's defense work, Sam Altman
美国在伊朗军事行动中采用AI工具，表明人工智能已成为现代战争的关键技术，提升了决策速度和作战效率。帕兰提尔和OpenAI等科技公司深度参与国防合作，引发了关于科技伦理和AI在军事应用中角色的广泛讨论与立法关注。
Technology only matters if it strengthens the people and institutions that hold society together. In this conversation with a16z’s Katherine Boyle, Alex Karp discusses how AI is reshaping warfare, why Silicon Valley needs to take the stakes of this moment more seriously, and https://t.co/TOH2egfwsy
@a16z ↗
X（前身为Twitter）已同意在欧盟改变其验证机制，此前该公司被处以1.2亿欧元（1.38亿美元）的罚款。
X (formerly Twitter), verification mechanism, European Union, fine of €120 million ($138 million)
这一罚款和政策调整表明欧盟对大型科技平台的监管力度不断加强，特别是在用户数据和平台透明度方面。X公司为遵守欧盟法规而做出的改变，可能为其在全球其他地区的运营树立先例，并引发对AI生成内容验证标准的更多关注。
Elon Musk’s X, the social network formerly known as Twitter, has agreed to change its verification mechanism in the European Union following a fine of €120 million ($138 million) https://t.co/J6xdUuNBr2
@business ↗
据《纽约时报》报道，Meta因性能问题推迟了新AI模型的发布。
Meta postpones rollout, new AI model, performance concerns
Meta推迟新AI模型的发布表明在AI技术快速发展的同时，模型的实际性能和稳定性仍是关键挑战。此举反映了科技巨头在追求创新速度与确保产品质量之间权衡的谨慎态度，也可能影响市场对Meta AI产品路线图的预期。
🔴 Meta postpones rollout of new AI model due to performance concerns - NYT. $META
@financialjuice ↗
OpenClaw在中国推出引发热潮，催生一系列兼容产品，可能将中国推向代理式AI（agentic AI）的前沿。
OpenClaw, China, agentic AI
OpenClaw的成功推出和相关产品生态的形成，显示了中国在代理式AI领域的强劲发展势头和市场潜力。这可能加速中国在全球AI技术竞争中的领先地位，特别是在AI自动化和自主决策系统方面。
The launch of OpenClaw has ushered in a wave of excitement in China, spawning a flurry of compatible products that may catapult the country to the forefront of agentic AI https://t.co/dpVcfvTq
@business ↗
英伟达（$NVDA）将于3月16日举办年度GTC AI大会，CEO Jensen Huang届时将发布硬件和软件更新。
Nvidia ($NVDA) GTC AI conference, March 16th, Jensen Huang, hardware and software updates
英伟达GTC大会是AI行业的重要年度盛事，CEO Jensen Huang的硬件和软件更新发布将直接影响AI芯片和软件生态的未来发展。市场普遍期待此次大会能揭示AI技术的最新突破和行业趋势，可能对相关产业链产生重大影响。
I am excited to be going to the Nvidia $NVDA GTC event next week ... it should be really interesting I may even get to ask Jensen Huang a question 👀 Shoutout to Nvidia for flying me out to GTC so I can cover it for all of you, they're making sure the team has ALL the news [QT @RalliesNews: Nvidia $NVDA will host its annual GTC AI conference on March 16th, where CEO Jensen Huang is set to unveil hardware and software updates https://t.co/gKQWroMYZ6]
@stockmktnewz ↗
Adobe首席执行官Shantanu Narayen在任职18年后将离职，并担任董事会主席，尽管公司第一季度营收超预期，但市场对其在AI时代的增长前景仍存疑虑。
Adobe CEO Shantanu Narayen stepping down, Q1 revenue $6.40B vs $6.28B est, EPS $4.60
这一高管变动引发了投资者对Adobe在快速发展的AI时代能否保持竞争力的担忧。尽管业绩表现稳健，但市场分析师指出，在新的领导者到位之前，这种不确定性可能导致股价波动。公司需要清晰的AI战略来安抚投资者。
Adobe announced that Chief Executive Officer Shantanu Narayen will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era https://t.co/VuK5fFY019
@business ↗
标普500指数今日下跌1.5%，是今年以来第六次日跌幅超过1%，市场波动性因伊朗冲突升级和油价飙升而加剧。
S&P 500 fell 1.5% today, 6th daily decline >1% this year, Iran war volatility, surging oil prices
地缘政治紧张局势和能源价格上涨正严重冲击全球股市，亚洲市场也因此面临下跌压力。投资者担忧伊朗冲突的经济代价可能持续存在并推高通胀，导致市场情绪趋于谨慎。尽管存在一些抄底观点，但整体来看，市场仍处于动荡之中。
U.S. stock indexes tumbled, after it became clear to investors that Iran was willing to inflict—and suffer—economic pain as the conflict in the Middle East drags on https://t.co/X5LMic6sJf
@wsjmarkets ↗
标普道琼斯指数公司正在考虑修改其纳入标普500指数的规则，此举可能在SpaceX首次公开募股后快速将其纳入指数。
S&P Dow Jones Indices, rule changes, SpaceX, S&P 500 entry, IPO
如果S&P指数规则得以修改，将为SpaceX等尚未完全符合传统上市标准的创新型公司进入主要指数铺平道路。此举对SpaceX及其潜在投资者具有重要意义，也可能重塑未来大型科技公司的指数纳入路径。目前，S&P仍在与各方利益相关者进行咨询，尚未做出最终决定。
S&P WANTS SPACEX IN THE S&P 500?? S&P Dow Jones Indices is considering changes to rules governing how companies join the S&P 500 Index, a move that would potentially fast-track SpaceX’s entry after its IPO The index provider is engaging with stakeholders to determine whether https://t.co/s7YzkuMq
@stockmktnewz ↗
Stryker（$SYK）报告称，一次与伊朗冲突相关的网络攻击仍在扰乱其运营，包括订单处理、制造和运输。
Stryker ($SYK), cyberattack, Iranian conflict, disrupting operations (order processing, manufacturing, shipping)
这次网络攻击对Stryker公司的核心业务流程造成了实质性影响，凸显了地缘政治冲突对全球供应链和企业运营的直接风险。该事件也再次强调了关键基础设施和企业在应对国家支持的网络威胁时面临的挑战和脆弱性。
Stryker $SYK said a cyberattack related to the Iranian conflict is still disrupting its operations, including order processing, manufacturing and shipping - WSJ https://t.co/qSPoslmIAF
@stockmktnewz ↗
BuzzFeed表示正在寻求战略选择以应对财务挑战，并对公司未来能否持续经营存在“重大疑问”，因其缺乏未来一年的流动性。
BuzzFeed, exploring strategic options, substantial doubt about ability to stay in business, lacks liquidity for coming year, going concern warning
BuzzFeed发出的持续经营警告反映了数字媒体行业面临的严峻挑战，包括营收模式的压力和市场竞争加剧。该公司缺乏流动性，意味着可能需要通过融资、出售资产或重组来避免破产，这一困境对媒体行业的健康发展敲响了警钟。
BuzzFeed Issues Going Concern Warning, Lacks Liquidity For Coming Year https://t.co/jm69FLosHf
@wsjbusiness ↗
以色列国防军（IDF）袭击了贝鲁特和黎巴嫩南部的真主党指挥中心，并发布了针对贝鲁特市中心及黎巴嫩南部约10%领土的疏散令。
IDF struck Hezbollah command centers, Beirut, southern Lebanon, evacuation order, 10% of Lebanese territory
以色列对真主党的军事行动进一步加剧了中东地区的紧张局势，尤其是在黎巴嫩平民区域发布大规模疏散令，表明冲突可能进一步升级。卡塔尔外交部强烈谴责以色列的袭击，呼吁国际社会介入，突显了地区内外对冲突扩大的担忧。
🎯STRUCK: Hezbollah command centers in Beirut and southern Lebanon that were used to advance terrorist attacks against Israeli civilians. Prior to the strikes, measures were taken to mitigate civilian harm.
@idf ↗
一架美国KC-135加油机在“史诗般的愤怒行动”（Operation Epic Fury）期间于伊拉克西部坠毁，救援工作仍在进行中；白宫将该行动描述为“粉碎伊朗恐怖政权”。
U.S. KC-135 refueling aircraft lost, western Iraq, Operation Epic Fury, crush Iran’s terror regime
此次美国军用飞机坠毁事件发生在美国针对伊朗的军事行动中，反映了中东地区冲突的升级和风险增加。白宫的强硬措辞表明美国对伊朗采取了决定性行动，但军事损失可能引发对行动成本和复杂性的质疑。
U.S. Central Command is aware of the loss of a U.S. KC-135 refueling aircraft. The incident occurred in friendly airspace during Operation Epic Fury, and rescue efforts are ongoing. Two aircraft were involved in the incident. One of the aircraft went down in western Iraq, and the
@centcom ↗
此前因支持ISIS被定罪并获释的Mohammad Jalloh，被确认为旧殖民大学（Old Dominion University）枪击案的枪手，导致枪手和一名受害者死亡，两人受伤。
Mohammad Jalloh, convicted of providing material support to ISIS, released from prison, identified as shooter at Old Dominion
这起枪击案凸显了国内安全和移民政策面临的挑战，特别是在与恐怖主义有联系的个人获释后的社会风险。这一事件被部分评论员视为西方“自杀式同情”政策的例证，引发了对移民政策和国家安全之间平衡的深思。
An immigrant named Mohammad Jalloh was convicted for having ties to ISIS, and then we released him from prison back into our own country. Realize where we are… Suicidal empathy is going to kill the West. [QT @Tom_Winter: BREAKING | NBC News: A man previously convicted of providing material support to ISIS, Mohammad Jalloh, and recently released from prison has been identified as the shooter at Old Dominion earlier today, two senior law enforcement officials briefed on the matter say.]
@geiger_capital ↗
伊朗威胁称，如果其能源基础设施受到攻击，将“焚毁该地区的石油和天然气基础设施”。
Iran threatens to burn region's oil and gas infrastructure if attacked
伊朗的强硬威胁预示着中东冲突可能升级到对地区能源供应造成灾难性影响的层面，这已导致油价飙升和全球股市下跌。这种威胁增加了全球经济的不确定性，并迫使国际社会更加关注冲突的潜在外溢效应。
Iran: If our energy infrastructure is attacked, we will burn the regions oil and gas infrastructure.
@unusual_whales ↗
伊朗油轮继续通过霍尔木兹海峡向中国运输石油，为伊朗带来收入；美国虽然有能力阻止，但此举恐激怒中国并进一步升级战事。
Strait of Hormuz, Iranian tankers, oil to China, US could stop them, risks antagonizing China
霍尔木兹海峡作为全球关键石油运输咽喉，伊朗油轮的畅通通行显示出其在地缘政治博弈中的战略优势。美国在阻止伊朗油轮与避免与中国直接对抗之间陷入两难，凸显了当前中东冲突的复杂性和潜在的国际连锁反应。特朗普政府在确保海峡畅通方面面临挑战。
This is quite a power flex by Iran and China: [QT @ianbremmer: the straits of hormuz aren’t completely closed. iranian tankers are still passing through—bringing oil to china and oil revenue to the islamic republic. the united states could stop them. but that would antagonize china and further escalate the war. so…here we are.]
@jimsciutto ↗
Circle在72小时内在Solana网络上铸造了35亿美元USDC，其总供应量达到790亿美元的历史新高，并在交易量上以98.6%的优势超越USDT。
Circle minted $3.5B USDC on Solana in 72 hours, USDC $79B ATH supply, flipped USDT in transaction volume, 98.6% dominance
USDC在Solana上的巨额铸造量和其总供应量及交易量的显著增长，表明Solana作为稳定币结算层的地位日益巩固，并吸引了大量机构活动。这预示着区块链行业中稳定币作为交易和结算工具的主导地位正在加强，同时也反映了Solana生态系统的活力和采用率的提升。
Circle minted $3.5b USDC on Solana in 72 hours. not Ethereum. not Arbitrum. Solana. same week USDC hit $79b ATH supply and flipped USDT in transaction volume at 98.6% dominance. Circle is telling you where the settlement layer is moving. the minting velocity is the signal.
@aixbt_agent ↗
MicroStrategy（$STRC）股票交易量创历史新高，达到730万股，其中大部分以100美元左右价格成交，产生了约2.8亿美元（约4038枚比特币）的购买压力。
MicroStrategy ($STRC), record volume 7.3M shares, ~$280M buy pressure, ~4,038 BTC estimated
MicroStrategy通过其ATM（At-The-Market）股票发行持续购买比特币，这种策略已形成显著的市场购买力。公司股票的创纪录交易量反映了投资者对这种比特币持有策略的关注和参与度，可能在当前市场环境下进一步支撑比特币价格。
Saylor generated ~$280m of $BTC buy pressure just today alone from $STRC volume This could be quite the flywheel [QT @STRC_live: $STRC shatters all records—7.3M shares, every single one above threshold. ~4,038 BTC estimated. That's nearly double yesterday's monster session. Volume at 471% of average. Nine straight days of ATM activity. Uncharted territory. https://t.co/lVNalzUMK3 https://t.co/9niy13GV91]
@macrocrg ↗
2025年，Vanguard管理的401(k)计划中，有创纪录的6.0%员工进行了困难取款，高于2024年的4.6%，并自2020年以来增长了近四倍，已连续六年增加。
6.0% hardship withdrawals (2025), +6 consecutive years, quadrupled since 2020
这一数据表明美国工人的财务压力日益增大，越来越多的人需要动用退休金以满足紧急需求，反映出经济稳定性的潜在问题。
BREAKING: A record 6.0% of workers in Vanguard-managed 401(k) plans took hardship withdrawals in 2025. This is up from 4.6% in 2024 and has nearly QUADRUPLED since 2020. Hardship withdrawals have increased for 6 consecutive years, with last year's median withdrawal being https://t.co/TIB6wh0epK
@kobeissiletter ↗
过去两周，美国汽油价格上涨超过20%（从2.98美元/加仑涨至3.59美元/加仑），这是30年来最大的两周涨幅。
US gas prices +20% ($2.98/gallon to $3.59/gallon), 2 weeks, biggest spike in 30 years
汽油价格的急剧上涨将直接影响消费者支出，并可能进一步加剧通胀，对家庭预算和整体经济稳定构成压力。
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO
@charliebilello ↗
布伦特原油价格自2022年8月以来首次收于每桶100美元以上，波斯湾地区船舶起火和油价飙升。
Brent oil >$100/barrel, first time since August 2022
布伦特原油突破100美元大关，与中东冲突相关，预示着显著的通胀压力和全球市场波动加剧，引发对能源供应受阻的担忧。
BRENT OIL JUST CLOSED THE DAY ABOVE $100 FOR FIRST TIME SINCE AUGUST 2022 - Bloomberg https://t.co/dxEsTeLSrT
@stockmktnewz ↗
美国已与硅谷合作开发并部署AI工具，包括Claude等系统，用于辅助生死决策，并在伊朗的军事冲突中提高了攻击强度。
US, Silicon Valley, AI tools (Claude), AI warfare, Iran
这标志着AI驱动战事在现实中的重要应用，展示了美国将先进技术融入军事行动的战略，同时引发了伦理和战略层面的深远讨论。
The US launched its attacks on Iran with an intensity made possible by its adoption of AI tools. On today’s Big Take podcast, @katrinamanson and @mikeshepard4 on using AI to inform life-or-death decisions.
@business ↗
英伟达向AI云公司Nebius投资20亿美元，这是其2026年第四笔20亿美元投资。Nebius今年的年度经常性收入（ARR）目标为70-90亿美元。
Nvidia, $2 billion investment, Nebius, AI cloud company, 4th investment in 2026, $7-9B ARR target
英伟达的这笔巨额投资凸显了其在AI云领域拓展影响力的积极战略，并支持新兴的AI基础设施参与者，进一步巩固其在AI生态系统中的地位。
NVIDIA writes its fourth $2 billion check of 2026. This time into Nebius, an AI cloud company that rose from Yandex's collapse and is now targeting $7-9B in ARR this year. https://t.co/gc2miiStg0 https://t.co/z9FQjwMaHx
@thenextweb ↗
Adobe首席执行官Shantanu Narayen即将离职，尽管公司公布了更高的销售额，但股价仍下跌。
Adobe, CEO Shantanu Narayen departing, higher sales, stock falling
在销售业绩良好的情况下，一位长期任职的CEO离职可能会给投资者带来不确定性，这从公司股价在超出盈利预期后仍下跌可以看出。
Why Adobe’s stock is falling despite an earnings beat https://t.co/eu5iJ4lS3g
@marketwatch ↗
标普500指数今日下跌1.5%，是今年以来第六次单日跌幅超过1%，美国股市指数在中东冲突担忧下大跌。标普500麦克莱伦振荡器收于-95，处于极度超卖状态。
S&P 500 -1.5% (today), 6th daily decline >1%, McClellan oscillator -95
地缘政治事件加剧了这次显著的市场下跌，表明市场波动性增加和投资者谨慎情绪，技术指标也指向超卖状况。
The S&P 500 fell 1.5% today, its 6th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29 large declines. This is the price of admission. $SPX https://t.co/ZRwu55AgcQ
@charliebilello ↗
Stryker（$SYK）报告称，与其伊朗冲突相关的网络攻击仍在扰乱其运营，包括订单处理、制造和运输。
Stryker ($SYK), cyberattack, Iran conflict, disrupted operations
此事件突显了地缘政治冲突对网络战领域的扩展影响，直接影响全球公司及其供应链。
Stryker $SYK said a cyberattack related to the Iranian conflict is still disrupting its operations, including order processing, manufacturing and shipping - WSJ https://t.co/qSP0slmIAF
@stockmktnewz ↗
一架载有6名机组人员的美国空军KC-135空中加油机在“史诗般的愤怒行动”中，于伊拉克西部友好空域因与另一架飞机发生事故而坠毁，救援工作正在进行中。
US Air Force KC-135 Stratotanker, 6 crew, crashed, western Iraq, Operation Epic Fury, two aircraft involved
这一事件突显了美国在中东持续军事行动的行动风险，以及“史诗般的愤怒行动”所处的复杂环境。
U.S. Central Command is aware of the loss of a U.S. KC-135 refueling aircraft. The incident occurred in friendly airspace during Operation Epic Fury, and rescue efforts are ongoing. Two aircraft were involved in the incident. One of the aircraft went down in western Iraq, and the
@centcom ↗
以色列国防军（IDF）袭击了贝鲁特和黎巴嫩南部的真主党指挥中心，这些中心被用于对以色列平民发动恐怖袭击。以色列国防军还首次向贝鲁特市中心发布了撤离令，并对黎巴嫩南部大范围区域发布了新的撤离令，约10%的黎巴嫩领土处于以色列的撤离通知之下。
IDF, Hezbollah command centers, Beirut, southern Lebanon, evacuation order, 10% Lebanese territory
这些袭击和扩大的撤离令使中东冲突升级，表明以色列对真主党采取了重大军事行动，并加剧了黎巴嫩的人道主义担忧。
🎯STRUCK: Hezbollah command centers in Beirut and southern Lebanon that were used to advance terrorist attacks against Israeli civilians. Prior to the strikes, measures were taken to mitigate civilian harm.
@idf ↗
美国在伊朗的特别军事行动已耗费纳税人超过113亿美元，并耗尽了美国多年的弹药储备，包括战斧导弹。
US taxpayers, $11.3 billion, depleted years of munitions, Tomahawk missiles, Iran war
伊朗冲突不断升级的财政和物质成本，突显了美国军事资源的压力，并引发了对行动可持续性和经济影响的质疑。
No federal agency has ever spent so much on grants and contracts in a single month as the Pentagon’s $93.4 billion in September 2025, according to new analysis published by government watchdog Open the Books.
@unusual_whales ↗
尽管美国有能力阻止，伊朗油轮仍继续通过霍尔木兹海峡，向中国运输石油，为伊朗带来石油收入。
Iranian tankers, Strait of Hormuz, oil to China, US capability
这种情况突显了美国面临的复杂地缘政治困境，即如何在遏制伊朗与避免激怒中国并进一步升级中东冲突之间取得平衡。
This is quite a power flex by Iran and China: [QT @ianbremmer: the straits of hormuz aren’t completely closed. iranian tankers are still passing through—bringing oil to china and oil revenue to the islamic republic. the united states could stop them. but that would antagonize china and further escalate the war. so…here we are.]
@jimsciutto ↗
一个加密钱包从币安收到5040万美元USDT，随后通过CoW Protocol和Sushiswap将全部金额兑换为价值约3.6万美元的327个AAVE，由于交易错误/滑点，实际每个AAVE支付了15.4万美元。同一区块内，一个MEV机器人立即闪借了2900万美元WETH。
$50.4M USDT, 327 AAVE, ~$36K, $154K per AAVE, CoW Protocol, Sushiswap, MEV bot, $29M WETH
此次事件凸显了DeFi领域存在的重大风险，包括因用户错误或滑点导致的大额损失，以及MEV机器人快速利用此类机会，强调了流动性和交易审查的重要性。
Sad to see this. Liquidity is the best user protection. [QT @None: 20 days ago a fresh wallet received $50.4M USDT from Binance. Just a bit ago, they swapped the entire amount for 327 AAVE worth ~$36K routed through CoW Protocol via Sushiswap. They paid $154K per AAVE. In the same block, an MEV bot immediately flash borrowed $29M WETH from]
@cz_binance ↗
Circle在72小时内在Solana上铸造了35亿美元USDC。在同一周内，USDC总供应量达到790亿美元的历史新高，并在交易量上以98.6%的支配率超越了USDT。
Circle, $3.5B USDC, Solana, 72 hours, $79B ATH supply, flipped USDT, 98.6% dominance
Solana上USDC铸造量的激增及其创纪录的供应量和交易量，表明Solana作为加密生态系统中结算层的重要性日益增强，可能预示着稳定币偏好的转变。
Circle minted $3.5b USDC on Solana in 72 hours. not Ethereum. not Arbitrum. Solana. same week USDC hit $79b ATH supply and flipped USDT in transaction volume at 98.6% dominance. Circle is telling you where the settlement layer is moving. the minting velocity is the signal.
@aixbt_agent ↗
2025年，Vanguard管理的401(k)计划中，有创纪录的6.0%的员工进行了困境性取款，高于2024年的4.6%，自2020年以来几乎翻了两番，连续六年增长。
6.0% of workers, Vanguard 401(k) plans, hardship withdrawals, 2025, up from 4.6% in 2024, quadrupled since 2020
这一数据被视为衡量美国普通民众经济压力的一个关键指标，持续增长的困境性取款可能预示着更广泛的消费者财务健康问题。
BREAKING: A record 6.0% of workers in Vanguard-managed 401(k) plans took hardship withdrawals in 2025. This is up from 4.6% in 2024 and has nearly QUADRUPLED since 2020. Hardship withdrawals have increased for 6 consecutive years, with last year's median withdrawal being https://t.co/TIB6wh0epK
@kobeissiletter ↗
过去两周，美国汽油价格上涨超过20%，从每加仑2.98美元升至3.59美元，这是30年来最大的两周涨幅。
Gas prices up over 20%, $2.98/gallon to $3.59/gallon, past two weeks, biggest two-week spike in 30 years
此次汽油价格的急剧上涨，远超分析师预期，引发了对通胀压力加剧和消费者购买力受损的担忧。市场预计这可能对美联储的未来政策考量产生影响。
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO
@charliebilello ↗
美国财政部长贝森特表示，美联储距离重新实行量化宽松政策还有很长的路要走。
US Treasury Secretary Bessent, Fed, QE
此番言论表明，尽管市场存在对经济放缓的担忧，但财政部目前不认为美联储会很快转向宽松货币政策，这可能预示着利率将在更长时间内维持高位。
US 🇺🇸 TREASURY SECRETARY BESSENT JUST SAID: - A LONG WAY FROM FED GOING BACK TO QE
@stockmktnewz ↗
在中东冲突不断升级的背景下，油价从96美元飙升，并突破了每桶100美元的关口。
$96 oil, oil above $100 a barrel
地缘政治冲突被认为是油价上涨的主要驱动因素，加剧了全球对能源供应中断和通货膨胀的担忧。市场普遍认为，高油价将对全球经济增长构成下行风险。
Iranian Supreme Leader Mojtaba Khamenei vowed in a written statement that Iran's retaliation throughout the Gulf will continue. The widening conflict pushed oil back above $100 a barrel, rattling global markets. @Leila_MA has more. https://t.co/NJtnZZN8Gj
@newshour ↗
私人信贷市场正在失去动力，投资者正从大型基金中撤出资金。
private-credit engine sputtering, investors trying to pull money out of big funds
私人信贷市场的疲软，加剧了市场对金融稳定性的担忧，可能对依赖该渠道融资的企业和项目造成冲击。这被视为华尔街增长引擎正在熄火的信号。
The private-credit engine that powered massive growth on Wall Street is sputtering, with investors trying to pull money out of big funds https://t.co/lpJBfcgEvc
@wsjmarkets ↗
中国推出的OpenClaw已引发一系列兼容产品的问世，这可能使中国在智能代理AI领域处于领先地位。
OpenClaw, China, agentic AI
OpenClaw的发布标志着中国在人工智能技术竞争中的重要进展，预示着该国在智能代理AI应用方面的巨大潜力。这可能改变全球AI技术的竞争格局。
The launch of OpenClaw has ushered in a wave of excitement in China, spawning a flurry of compatible products that may catapult the country to the forefront of agentic AI https://t.co/dpYLVcfVtp
@business ↗
Meta因内部评估表现不佳，将其Avocado AI模型的发布推迟至至少五月，并据报道正考虑临时授权使用谷歌的Gemini模型。
Meta, Avocado AI model, delayed, performance concerns, licensing Gemini from Google
Meta的推迟发布及其对谷歌模型的考虑，显示出领先AI模型开发面临的挑战，并暗示了当前AI领域激烈的竞争态势。这可能对Meta的AI战略和市场地位产生影响。
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point. [QT @AndrewCurran_: META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN]
@emollick ↗
Nvidia向AI云公司Nebius投资了20亿美元，后者今年的年度经常性收入（ARR）目标为70亿至90亿美元。
Nvidia, $2 billion, Nebius, AI cloud company, $7-9B ARR
Nvidia的这笔巨额投资，彰显了其在AI云基础设施领域的扩张野心，也凸显了AI市场对高性能计算和云服务需求的持续增长。此举有助于巩固Nvidia在AI生态系统中的主导地位。
NVIDIA writes its fourth $2 billion check of 2026. This time into Nebius, an AI cloud company that rose from Yandex's collapse and is now targeting $7-9B in ARR this year. https://t.co/gc2miiSTg0 https://t.co/z9FQjwMaHx
@thenextweb ↗
标普500指数今日下跌1.5%，这是今年以来第六次单日跌幅超过1%。
S&P 500 fell 1.5%, 6th daily decline, above 1% this year
市场分析师认为，此次下跌反映了投资者对宏观经济不确定性和地缘政治风险的担忧。这种波动性可能成为未来数周或数月的常态。
The S&P 500 fell 1.5% today, its 6th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29 large declines. This is the price of admission. $SPX https://t.co/ZRwu55AgcQ
@charliebilello ↗
医疗技术公司Stryker ($SYK) 报告称，与伊朗冲突相关的网络攻击仍在扰乱其运营，包括订单处理、生产和运输。
Stryker $SYK, cyberattack, Iranian conflict, disrupting operations
此次网络攻击对Stryker的供应链和财务业绩造成了持续影响，凸显了企业在全球冲突背景下所面临的网络安全风险。投资者正密切关注事态发展。
Stryker $SYK said a cyberattack related to the Iranian conflict is still disrupting its operations, including order processing, manufacturing and shipping - WSJ https://t.co/qSP0slmIAF
@stockmktnewz ↗
BuzzFeed正在探索战略选择以应对财务挑战，并对其持续经营能力存在“重大疑问”。
BuzzFeed, strategic options, financial challenges, substantial doubt
这一警告反映了数字媒体行业面临的严峻挑战，包括营收模式的压力和市场竞争加剧。投资者对BuzzFeed的未来生存能力表示担忧。
BuzzFeed says it’s exploring strategic options to help offset financial challenges and that there is “substantial doubt” about the media company’s ability to stay in business https://t.co/oQUXdNKhJy
@business ↗
一架载有6名机组人员的美国空军KC-135 Stratotanker加油机在伊拉克西部进行“史诗之怒”行动时，因涉及另一架飞机的一起事故坠毁，救援工作正在进行中。
US Air Force KC-135 Stratotanker, 6 crew members, crashed, western Iraq, Operation Epic Fury, two aircraft involved
这起坠机事件发生在中东地区局势紧张之际，引发了对美军在该地区行动安全性的关注。美国中央司令部已证实此事，但坠机原因仍在调查中。
U.S. Central Command is aware of the loss of a U.S. KC-135 refueling aircraft. The incident occurred in friendly airspace during Operation Epic Fury, and rescue efforts are ongoing. Two aircraft were involved in the incident. One of the aircraft went down in western Iraq, and the
@centcom ↗
以色列袭击了真主党在贝鲁特和黎巴嫩南部的指挥中心，并对贝鲁特市中心和整个黎巴嫩南部地区发布了疏散令，涉及黎巴嫩约10%的领土。
Hezbollah command centers, Beirut, southern Lebanon, Israeli strikes, evacuation order, 10% of Lebanese territory
这些袭击和大规模疏散令标志着以色列与真主党冲突的显著升级，可能导致地区紧张局势进一步恶化。卡塔尔外交部已强烈谴责以色列的袭击，并呼吁国际社会介入。
🎯STRUCK: Hezbollah command centers in Beirut and southern Lebanon that were used to advance terrorist attacks against Israeli civilians. Prior to the strikes, measures were taken to mitigate civilian harm.
@idf ↗
据报道，美国自伊朗战争开始以来已耗尽了多年的弹药储备，包括战斧导弹，这加剧了特朗普政府面临的战争成本压力。
US has depleted years of munitions, Iran war, Tomahawk missiles, cost of conflict
弹药储备的快速消耗引发了对美国军事生产能力和长期冲突可持续性的担忧。这可能会促使美国重新评估其军事战略和工业基础。
🔴 US has depleted years of munitions since start of Iran war - FT
@financialjuice ↗
美国财政部发布许可，允许临时销售截至3月12日已装载在船上的俄罗斯原油和石油产品，有效期至4月11日，以增加全球供应。
US license, Russian crude oil and petroleum products, loaded on vessels as of March 12, temporary authorization, until April 11, increase global supply
此举旨在缓解全球能源市场因地缘政治紧张局势可能出现的供应短缺，特别是霍尔木兹海峡受阻导致的原油积压问题。然而，这也标志着美国对俄罗斯能源制裁策略的临时性调整。
US Treasury Secretary Bessent: To increase the global reach of existing supply, Treasury is providing temporary authorization to permit countries to purchase Russian oil currently stranded at sea.
@financialjuice ↗
由于霍尔木兹海峡的有效关闭，俄罗斯每日从石油销售中额外获得高达1.5亿美元的预算收入。
Russia, $150 million a day, extra budget revenues, oil sales, effective closure of the Strait of Hormuz
霍尔木兹海峡的关闭对全球能源市场产生了重大影响，不仅推高了油价，也意外地为俄罗斯带来了巨额额外收入。这凸显了地缘政治事件对全球经济流向的复杂影响。
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfCfUkBWrB
@lisaabramowicz1 ↗
一个新钱包在Binance收到5040万美元USDT后，通过CoW Protocol经Sushiswap将其全部兑换为327个AAVE，价值约3.6万美元，单价高达15.4万美元，因巨额滑点导致资产大幅损失。同时，一个MEV机器人立即闪借了2900万美元WETH。
$50.4M USDT, 327 AAVE worth ~$36K, $154K per AAVE, CoW Protocol, Sushiswap, $29M WETH, MEV bot, extreme slippage
这起事件突显了DeFi市场中流动性不足和滑点风险的严重性，以及MEV机器人如何利用市场低效性获利。它对用户资产安全和交易机制提出了警示，引发了对DEX交易深度和智能合约交互风险的讨论。
Sad to see this. Liquidity is the best user protection. [QT @None: 20 days ago a fresh wallet received $50.4M USDT from Binance. Just a bit ago, they swapped the entire amount for 327 AAVE worth ~$36K routed through CoW Protocol via Sushiswap. They paid $154K per AAVE. In the same block, an MEV bot immediately flash borrowed $29M WETH from]
@cz_binance ↗
Circle在72小时内在Solana链上铸造了35亿美元USDC。USDC的总供应量达到790亿美元的历史新高，并在交易量上以98.6%的支配率超越了USDT。
Circle minted $3.5b USDC on Solana in 72 hours, USDC hit $79b ATH supply, flipped USDT in transaction volume at 98.6% dominance
这一数据表明Solana在机构级稳定币交易中日益增长的重要性，以及USDC作为主流稳定币的市场份额和流动性正在快速扩大。USDC对USDT的超越是稳定币市场格局变化的关键信号。
Circle minted $3.5b USDC on Solana in 72 hours. not Ethereum. not Arbitrum. Solana. same week USDC hit $79b ATH supply and flipped USDT in transaction volume at 98.6% dominance. Circle is telling you where the settlement layer is moving. the minting velocity is the signal.
@aixbt_agent ↗
美国证券交易委员会（SEC）的一个顾问委员会建议制定代币化证券的规则，支持有限的豁免和强制性披露。
SEC advisor committee, tokenized securities, limited exemptions, mandatory disclosures
此建议标志着美国监管机构正逐步推进对加密资产的规范化，尤其是对代币化证券。有限豁免和强制披露的平衡旨在促进创新同时保护投资者，这可能为未来的加密货币法规奠定基础。
NEW: SEC ADVISOR COMMITTEE RECOMMENDS RULES FOR TOKENIZED SECURITIES, BACKS LIMITED EXEMPTIONS AND MANDATORY DISCLOSURES
@scottmelker ↗
2025年，Vanguard管理下的401(k)计划中，有6.0%的员工进行了困境取款，创历史新高，高于2024年的4.6%，自2020年以来几乎翻了两番。
6.0% hardship withdrawals (2025), 4.6% (2024), quadrupled since 2020
这一数据连续六年上升，反映出部分劳动力面临日益增长的财务压力，是衡量家庭财务健康状况的重要指标。
BREAKING: A record 6.0% of workers in Vanguard-managed 401(k) plans took hardship withdrawals in 2025. This is up from 4.6% in 2024 and has nearly QUADRUPLED since 2020. Hardship withdrawals have increased for 6 consecutive years, with last year's median withdrawal being
@kobeissiletter ↗
美国汽油价格在过去两周内上涨了20%以上，从每加仑2.98美元升至3.59美元，是过去30年来两周内最大的涨幅。
Gas prices up >20%, $2.98/gallon to $3.59/gallon, two weeks, biggest spike in 30 years
此次汽油价格的急剧上涨预示着消费者面临显著的通胀压力，可能对消费者支出和整体经济产生负面影响。
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years.
@charliebilello ↗
摩根士丹利旗下80亿美元的North Haven基金以及Cliffwater、BlackRock和Blue Owl等基金近期均收到大量赎回请求，并拒绝了其中大部分。
Morgan Stanley $8 billion North Haven fund, Cliffwater, BlackRock, Blue Owl, massive redemption requests, private-credit panic
这一系列事件表明私募信贷市场存在日益增长的脆弱性和流动性问题，可能对金融股造成冲击，引发市场对金融体系稳定性的担忧。
HOLY SH*T! Now its Morgan Stanley... Morgan Stanley's $8 billion North Haven fund just got hit with massive redemption requests. Their response? Deny most of them. Sound familiar? It should, because Cliffwater did the same thing yesterday. BlackRock and Blue Owl before that.
@great_martis ↗
美国30年期国债期货收益率曲线出现倒挂。
U.S. 30-Yr Bond futures inverted
这一关键的债券市场指标通常预示着经济衰退风险，并引发了对长期持有美国政府债务吸引力的质疑，一些观察家认为，某些政治结果可能会进一步削弱市场对美国的信心。
U.S. 30-Yr Bond futures inverted Just to show the trend
@peterlbrandt ↗
油价已升至每桶96美元，在中东冲突爆发近两周后，推动美元走强，并加剧了通胀担忧，导致亚洲股市和债券市场面临下行压力。
$96 oil, $100 oil, Middle East war, stronger US dollar, inflation fears
飙升的油价不仅直接影响能源市场和消费者成本，还成为全球市场动荡和投资者对各国财政赤字上升担忧的主要驱动因素。美国政府正试图通过多种手段来抑制油价上涨，但市场认为核心问题在于冲突本身。
$96 oil and Houston is looking beautiful
@joshyoung ↗
NVIDIA向AI云公司Nebius投资了20亿美元，这是其2026年的第四笔20亿美元投资。Nebius预计今年营收将达到70-90亿美元。
NVIDIA, $2 billion investment, Nebius, AI cloud company, Yandex's collapse, $7-9B ARR
此举显示NVIDIA持续在AI基础设施领域进行战略性大规模投资，旨在支持AI云服务的发展。Nebius作为从Yandex解体中崛起的新兴力量，其快速增长的营收目标预示着AI云市场的巨大潜力。
NVIDIA writes its fourth $2 billion check of 2026. This time into Nebius, an AI cloud company that rose from Yandex's collapse and is now targeting $7-9B in ARR this year.
@thenextweb ↗
Meta因内部评估表现不佳，已将新AI模型“Avocado”的发布推迟至至少5月，并考虑临时授权Google的Gemini模型。
Meta ($META), postponed AI model rollout, performance concerns, NYT, Avocado, May, Google Gemini
此延迟表明Meta在领先AI模型竞赛中可能有所落后，并凸显了其在AI领域面临的挑战以及市场竞争的激烈程度。
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point. [QT @AndrewCurran_: META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN]
@emollick ↗
OpenClaw在中国推出，引发了一波兼容产品热潮，可能将中国推向Agentic AI（自主智能体AI）领域的前沿。
OpenClaw, China, agentic AI, compatible products
这一创新浪潮表明中国在AI自主智能体技术方面正加速发展，有望在这一前沿领域占据领先地位，对全球AI格局产生重要影响。
The launch of OpenClaw has ushered in a wave of excitement in China, spawning a flurry of compatible products that may catapult the country to the forefront of agentic AI
@business ↗
AI UGC（用户生成内容）生成技术，2023年由HeyGen开创，在短短三年内通过开源AI模型迅速商品化，使得任何人都能创建AI UGC生成器初创公司。
AI UGC, HeyGen (2023), 3 years, commodified, open AI models, Bluma
这一趋势表明中等AI创新的生命周期正在缩短，技术普及速度加快，新的平台如Bluma的出现进一步推动了该领域的竞争与发展。
AI UGC is a great example of an idea that was groundbreaking in 2023 when HeyGen pioneered it And then got commodified so fast with open AI models being able to do it That just 3 years later anyone can make an AI UGC generator startup Which means the life cycle of medium AI
@levelsio ↗
美国中央司令部（CENTCOM）证实，一架载有6名机组人员的美国空军KC-135加油机在伊拉克西部坠毁。此次事故发生在一架飞机与另一架飞机发生碰撞后，并与美国针对伊朗的军事行动有关。
KC-135 Stratotanker, 6 crew members, Iraq, US CENTCOM, American military campaign against Iran
这起军事事故发生在中东冲突加剧的背景下，可能加剧该地区的紧张局势。救援工作仍在进行中。
BREAKING: US CENTCOM says a US Air Force KC-135 Stratotanker carrying 6 crew members has crashed in Iraq.
@kobeissiletter ↗
美国在伊朗的特别军事行动已耗费纳税人超过113亿美元，且自战争开始以来，美国的弹药（包括战斧导弹）库存已耗尽多年储备。
$11.3 billion, special military operation in Iran, US taxpayers, depleted munitions
巨大的战争开支和弹药快速消耗给美国财政带来了沉重压力，并引发了对特朗普总统处理冲突成本的质疑。2025年9月，五角大楼的拨款和合同支出达到创纪录的934亿美元，也反映了军事投入的规模。
BREAKING: The cost of the special military operation in Iran has now cost US taxpayers in excess of $11,300,000,000.00.
@polymarket ↗
以色列国防军（IDF）已发布针对贝鲁特市中心的首次空袭前撤离令，并全面扩大了黎巴嫩南部的撤离范围，约10%的黎巴嫩领土现已处于以色列的撤离通知之下。
IDF evacuation order, downtown Beirut, southern Lebanon, 10% Lebanese territory, Israeli airstrikes
此举标志着中东冲突的严重升级，可能导致人道主义危机加剧。卡塔尔外交部强烈谴责以色列对黎巴嫩南部的袭击，并呼吁国际社会迫使以色列停止行动。
The Israel Defense Forces issued their first evacuation order for downtown Beirut ahead of airstrikes, along with a sweeping new evacuation order across southern Lebanon. About 10% of Lebanese territory is now under Israeli evacuation notices. This latest war has killed nearly
@newshour ↗
由于霍尔木兹海峡的有效关闭，俄罗斯每日从石油销售中额外获得高达1.5亿美元的预算收入。
Russia, $150 million/day extra revenues, oil sales, Strait of Hormuz closure
中东冲突导致的战略航道受阻，意外地为俄罗斯带来了巨大的经济利益，加剧了全球能源市场的复杂性和地缘经济影响。
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz.
@lisaabramowicz1 ↗
美国财政部发布了第二项临时授权，允许买家购买截至3月12日已装载在船上的俄罗斯原油和石油产品，旨在在中东冲突期间缓解油价压力，有效期至4月11日。
US, second authorization, Russian oil, at sea, March 12, April 11, ease price pressure, Persian Gulf war
此举是一项狭义的紧急措施，并非全面解除制裁，反映出美国在应对地缘政治冲突对能源市场冲击时，在制裁与稳定油价之间寻求平衡的策略，特别是为了确保现有供应能够进入全球市场。
US Treasury Secretary Bessent: To increase the global reach of existing supply, Treasury is providing temporary authorization to permit countries to purchase Russian oil currently stranded at sea.
@financialjuice ↗
一个钱包从币安收到5040万美元USDT，随后通过Sushiswap将其全部兑换成327个AAVE（价值约3.6万美元），每AAVE支付15.4万美元，导致巨额滑点。同一区块内，一个MEV机器人立即闪贷2900万美元WETH。
$50.4M USDT, 327 AAVE, ~$36K, $154K per AAVE, Sushiswap, MEV bot, $29M WETH
此次事件揭示了去中心化交易所（DEX）中流动性不足及MEV（最大可提取价值）机器人套利造成的巨大风险和潜在损失，对用户资金安全构成挑战。
20 days ago a fresh wallet received $50.4M USDT from Binance. Just a bit ago, they swapped the entire amount for 327 AAVE worth ~$36K routed through CoW Protocol via Sushiswap. They paid $154K per AAVE. In the same block, an MEV bot immediately flash borrowed $29M WETH from
@cz_binance ↗
Circle在72小时内在Solana上铸造了35亿美元的USDC，而非以太坊或Arbitrum。同期，USDC的总供应量达到790亿美元的历史新高，并在交易量上以98.6%的支配率超越USDT。
Circle, $3.5b USDC, Solana, 72 hours, $79b ATH supply, flipped USDT, 98.6% dominance
这一大规模铸造和市场支配力表明Solana作为结算层的地位正在增强，预示着加密生态系统内稳定币流动性和基础设施偏好的潜在转变。
Circle minted $3.5b USDC on Solana in 72 hours. not Ethereum. not Arbitrum. Solana. same week USDC hit $79b ATH supply and flipped USDT in transaction volume at 98.6% dominance. Circle is telling you where the settlement layer is moving. the minting velocity is the signal.
@aixbt_agent ↗
美国证券交易委员会（SEC）顾问委员会建议为代币化证券制定新规则，支持有限豁免和强制披露。
SEC Advisor Committee, tokenized securities, rules, limited exemptions, mandatory disclosures
此举标志着加密货币监管框架的进一步完善，可能为代币化证券的合法化和市场发展提供更清晰的指引，同时平衡创新与投资者保护。
NEW: SEC ADVISOR COMMITTEE RECOMMENDS RULES FOR TOKENIZED SECURITIES, BACKS LIMITED EXEMPTIONS AND MANDATORY DISCLOSURES
@scottmelker ↗
2025年，Vanguard管理的401(k)计划中，有6.0%的员工进行了困难提款，创下纪录。这一比例高于2024年的4.6%，自2020年以来增长了近四倍，并已连续六年上升。
6.0% hardship withdrawals (2025), 4.6% (2024), quadrupled since 2020, Vanguard 401(k) plans
这一创纪录的困难提款数据表明美国工薪家庭面临日益增长的财务压力，反映出当前经济环境下消费者信心的脆弱性。
BREAKING: A record 6.0% of workers in Vanguard-managed 401(k) plans took hardship withdrawals in 2025. This is up from 4.6% in 2024 and has nearly QUADRUPLED since 2020. Hardship withdrawals have increased for 6 consecutive years, with last year's median withdrawal being https://t.co/TIB6wh0epK
@kobeissiletter ↗
摩根士丹利旗下80亿美元的North Haven基金，以及Cliffwater、BlackRock和Blue Owl的基金，近期遭遇大规模赎回请求，并大部分被拒绝。
Morgan Stanley's $8 billion North Haven fund, massive redemption requests, denied, Cliffwater, BlackRock, Blue Owl
此事件引发了市场对私募信贷市场稳定性和流动性的担忧，一些分析师将其视为金融体系脆弱性的信号，并警示可能存在潜在的信用紧缩问题。
HOLY SH*T! Now its Morgan Stanley... Morgan Stanley's $8 billion North Haven fund just got hit with massive redemption requests. Their response? Deny most of them. Sound familiar? It should, because Cliffwater did the same thing yesterday. BlackRock and Blue Owl before that.
@JeffSnider_EDU ↗
由于霍尔木兹海峡的有效关闭，俄罗斯通过石油销售每天额外获得1.5亿美元的预算收入。
Russia, $150 million/day extra revenues, oil sales, Strait of Hormuz closure
这一情况表明持续的地缘政治冲突正在为俄罗斯带来显著的经济利益，在全球能源供应中断的背景下，进一步支撑了其国家预算。
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfFgUkBWrB
@lisaabramowicz1 ↗
Palantir首席执行官Alex Karp表示，未来属于“神经多样性”人群。
Palantir CEO Alex Karp, “neurodivergent”
这一言论凸显了科技行业，尤其是AI领域的领导者，日益认识到神经多样性个体在日益复杂和AI驱动的世界中，其独特的价值和贡献。
Alex Karp: "Everybody's worried about their future, but there are basically two ways to know you have a future." "One, you have some vocational training, or two, you're neurodivergent. And when I say 'neurodivergent,' I mean broadly defined." "It's really an inversion [for https://t.co/edsNMpCZgL]
@tbpn ↗
据《纽约时报》报道，Meta已将其AI模型“Avocado”的发布推迟至至少5月，原因是内部评估表现不佳，并考虑临时授权使用Google的Gemini模型。
Meta, delayed "Avocado" AI model, underperformed internal evals, licensing Google Gemini
此举表明Meta在开发和部署具有竞争力前沿AI模型方面面临挑战，可能在AI竞赛中落后，并可能需要依赖外部解决方案来填补空白。
META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN
@AndrewCurran_ ↗
Sam Altman提出了一种愿景，即“智能是一种像电力或水一样的公用事业，人们将按表向我们购买”。
Sam Altman, "intelligence is a utility"
这描绘了AI服务未来的商业模式，将人工智能定位为一种基础的、按需计量的商品，像传统公用事业一样普及，预示着AI将深度融入日常生活和经济活动。
🚨 SAM ALTMAN: “We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.” https://t.co/K0kMdP1upQ
@TheChiefNerd ↗
NVIDIA在2026年进行了第四笔20亿美元的投资，对象是AI云公司Nebius，该公司今年的年度经常性收入目标为70-90亿美元。
NVIDIA, $2 billion investment, Nebius (AI cloud company), $7-9B ARR target, fourth $2B check (2026)
这项重大投资凸显了NVIDIA积极的战略布局，旨在将其影响力从硬件扩展到AI云服务领域，押注于快速增长的AI基础设施市场中的潜力公司。
NVIDIA writes its fourth $2 billion check of 2026. This time into Nebius, an AI cloud company that rose from Yandex's collapse and is now targeting $7-9B in ARR this year. https://t.co/gc2miiSTg0 https://t.co/z9FQjwMaHx
@thenextweb ↗
一架载有6名机组人员的美国空军KC-135 Stratotanker加油机在伊拉克西部坠毁，该飞机参与了美国对伊朗的军事行动。美国中央司令部已确认坠机事故并正在进行搜救。
KC-135 Stratotanker, 6 crew members, Iraq, CENTCOM
此次事件对美国在中东活跃冲突区的军事行动构成重大损失，引发了对行动安全以及美伊冲突复杂性的疑问。
BREAKING: US CENTCOM says a US Air Force KC-135 Stratotanker carrying 6 crew members has crashed in Iraq. https://t.co/4xRL6jIa6l
@kobeissiletter ↗
以色列国防军（IDF）首次发布了贝鲁特市中心的疏散令，并扩大了对黎巴嫩南部地区的疏散命令，涉及约10%的黎巴嫩领土，预计将进行空袭。
IDF, evacuation order, downtown Beirut, southern Lebanon, 10% Lebanese territory
这些扩大的疏散令标志着以色列与黎巴嫩之间冲突的显著升级，表明军事行动可能扩大到人口稠密地区。卡塔尔外交部对此表示谴责。
The Israel Defense Forces issued their first evacuation order for downtown Beirut ahead of airstrikes, along with a sweeping new evacuation order across southern Lebanon. About 10% of Lebanese territory is now under Israeli evacuation notices. This latest war has killed nearly https://t.co/QyQ0acvhB3
@newshour ↗
CNN援引消息称，在规划对伊朗的军事行动时，特朗普政府高层官员、五角大楼和国家安全委员会严重低估了伊朗关闭霍尔木兹海峡的能力。伊朗新任领导人也誓言将继续封锁该海峡。
Trump officials, Pentagon, NSC, underestimated Iran, Strait of Hormuz closure, Iran new leader
这表明美国在对伊战略规划中存在关键的情报失误，未能充分预估伊朗对全球重要石油运输线的反击能力。伊朗新领导人的声明进一步巩固了该海峡持续封锁的威胁。
Top Trump officials recognized they did not plan for the chance of Iran closing the Strait in response to strikes - CNN, citing sources [QT @financialjuice: Pentagon & NSC significantly underestimated Iran’s readiness to close the Strait of Hormuz in answer to US military strikes while planning the ongoing operation - CNN citing sources]
@financialjuice ↗
自美伊战争开始以来，美国已耗尽了包括战斧导弹在内的多年份弹药储备，这场军事行动已使美国纳税人付出超过113亿美元的代价。
US military operation in Iran, over $11.3 billion, depleted years of munitions, Tomahawk missiles
这凸显了持续冲突对美国军事财政和资源造成的巨大压力，引发了对战略储备和长期战备状态的担忧。
🔴 US has depleted years of munitions since start of Iran war - FT
@financialjuice ↗
美国发布了第二项临时授权，允许各国购买截至3月12日已装载在船上的俄罗斯原油和石油产品，有效期至4月11日，旨在缓解波斯湾战争期间的价格压力。
US, second authorization, Russian oil at sea, ease price pressure, Persian Gulf war, March 12, April 11
这项紧急措施表明美国正努力在对俄制裁与抑制中东供应中断引发的通胀之间取得平衡，以稳定全球油价。此举被描述为一项狭义豁免，而非广泛解除制裁。
The U.S. Treasury’s 30 day waiver allowing sales of certain Russian crude oil and petroleum products that were already loaded by March 5, 2026 is a narrow emergency measure, not a broad reversal of sanctions. It comes as the U.S. and Iran conflict has disrupted the Strait of [QT @TheInsiderPaper: JUST IN 🚨 US temporarily allows sale of some Russian oil: Treasury]
@onechancefreedm ↗
一个加密钱包将5040万美元USDT通过CoW Protocol/Sushiswap兑换为327个AAVE，但这些AAVE仅价值约3.6万美元，由于极高的滑点，相当于每个AAVE支付了15.4万美元。
$50.4M USDT, 327 AAVE, ~$36K, $154K per AAVE, CoW Protocol, Sushiswap
此事件凸显了在低流动性去中心化交易所（DEX）进行大额交易的巨大风险，强调了理解滑点和流动性对于DeFi用户资产保护的极端重要性。
Sad to see this. Liquidity is the best user protection. [QT @None: 20 days ago a fresh wallet received $50.4M USDT from Binance. Just a bit ago, they swapped the entire amount for 327 AAVE worth ~$36K routed through CoW Protocol via Sushiswap. They paid $154K per AAVE. In the same block, an MEV bot immediately flash borrowed $29M WETH from]
@cz_binance ↗
Circle在72小时内在Solana上铸造了35亿美元USDC，使其总供应量达到790亿美元的历史新高，并在交易量上以98.6%的份额超过了USDT。
Circle, $3.5B USDC minted on Solana (72 hours), USDC $79B ATH supply, USDC flipped USDT (98.6% dominance)
这种大规模的铸造活动和交易量优势表明，稳定币的使用和结算层偏好正在显著转向Solana，预示着其在加密生态系统中的重要性日益增长。
Circle minted $3.5b USDC on Solana in 72 hours. not Ethereum. not Arbitrum. Solana. same week USDC hit $79b ATH supply and flipped USDT in transaction volume at 98.6% dominance. Circle is telling you where the settlement layer is moving. the minting velocity is the signal.
@aixbt_agent ↗
美国证券交易委员会（SEC）顾问委员会建议为代币化证券制定规则，支持有限豁免和强制性披露。
SEC Advisor Committee, recommended rules, tokenized securities, limited exemptions, mandatory disclosures
此举表明监管机构正在努力为代币化资产建立更清晰的监管框架，旨在平衡创新与投资者保护，并可能为数字证券的更广泛机构采用铺平道路。
NEW: SEC ADVISOR COMMITTEE RECOMMENDS RULES FOR TOKENIZED SECURITIES, BACKS LIMITED EXEMPTIONS AND MANDATORY DISCLOSURES
@scottmelker ↗
2025年，管理型401(k)计划中6.0%的工人进行了困境取款，创下历史新高，高于2024年的4.6%，自2020年以来几乎翻了两番，已连续六年增长。
6.0% of workers, Vanguard-managed 401(k) plans, hardship withdrawals, 2025.
这一创纪录的困境取款数据强烈表明美国工人的财务压力日益增大，预示着家庭经济状况面临严峻挑战。持续的增长趋势可能对消费者支出和整体经济复苏构成风险。
BREAKING: A record 6.0% of workers in Vanguard-managed 401(k) plans took hardship withdrawals in 2025. This is up from 4.6% in 2024 and has nearly QUADRUPLED since 2020. Hardship withdrawals have increased for 6 consecutive years, with last year's median withdrawal being https://t.co/TIB6wh0epK
@kobeissiletter ↗
一项关键通胀指标录得近四年来的最高读数。
key inflation gauge, highest reading in almost 4 years.
这一数据表明通胀压力正在加速，引发了对整体经济前景和央行可能采取的应对措施的担忧。市场可能预期更激进的货币政策以抑制物价上涨。
A key inflation gauge just logged its highest reading in almost 4 years https://t.co/v0MGVjT8p9
@marketwatch ↗
美国财政部发布临时授权，允许购买截至3月12日（或2026年3月5日）已装载上船的俄罗斯原油和石油产品，有效期至4月11日，旨在缓解波斯湾战争和霍尔木兹海峡中断造成的油价压力。
US Treasury authorization, Russian crude oil, petroleum products, March 12, April 11.
此次临时性放宽对俄罗斯石油的制裁是美国为应对波斯湾战争和霍尔木兹海峡封锁导致的油价飙升及供应中断而采取的务实举措。它体现了美国在平衡地缘政治压力与全球经济稳定之间的努力。
The U.S. Treasury’s 30 day waiver allowing sales of certain Russian crude oil and petroleum products that were already loaded by March 5, 2026 is a narrow emergency measure, not a broad reversal of sanctions. It comes as the U.S. and Iran conflict has disrupted the Strait of [QT @TheInsiderPaper: JUST IN 🚨 US temporarily allows sale of some Russian oil: Treasury]
@onechancefreedm ↗
由于霍尔木兹海峡的有效关闭，俄罗斯石油销售每天额外获得1.5亿美元的预算收入。
Russia, $150 million a day, extra budget revenues, oil sales, Strait of Hormuz closure.
地缘政治冲突对霍尔木兹海峡的影响，为俄罗斯带来了可观的财政收益，突显了能源市场在动荡时期的不确定性，以及俄罗斯在国际制裁下的经济韧性。
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfFgFnxWvB
@lisaabramowicz1 ↗
全球航空运力已削减10%，导致伦敦至孟买等地的旅客面临创纪录的票价和航班取消，这是疫情以来航空业面临的最大冲击。
10% of global capacity, record fares and cancellations, London to Mumbai, biggest aviation shock since the pandemic.
全球航空运力的显著下降正在导致旅行成本上升和航班中断，表明全球经济正受到重大的供应侧冲击，影响着全球供应链和消费者出行。
From London to Mumbai, travelers are facing record fares and cancellations. The biggest aviation shock since the pandemic has erased 10% of global capacity, sending prices soaring. K. Oanh Ha explains. https://t.co/TUe7etk7O2 https://t.co/zGUfDLJeZh
@business ↗
OpenAI在37亿美元营收下亏损约50亿美元，主要瓶颈是向每个用户提供每个token的推理成本，Google研究员和图灵奖得主指出推理而非训练是AI的真正危机。
OpenAI lost roughly $5B on $3.7B in revenue, cost of serving every single token, inference, Xiaoyu Ma and David Patterson.
OpenAI的巨额亏损揭示了AI公司在实际运营中面临的根本性挑战，即AI推理的高昂成本而非模型训练是盈利的主要障碍，这可能需要硬件和架构上的重大创新才能实现AI的广泛部署。
=> “OpenAI lost roughly $5B on $3.7B in revenue. The bottleneck isn't model quality. It's the cost of serving every single token to every single user. Inference is bleeding these companies dry.” [QT @ChrisLaubAI: 🚨 BREAKING: A Google researcher and a Turing Award winner just published a paper that exposes the real crisis in AI. It's not training. It's inference. And the hardware we're using was never designed for it. The paper is by Xiaoyu Ma and David Patterson. Accepted by IEEE https://t.co/W2A1diVGad]
@vijayshekhar ↗
Meta因内部评估表现不佳，已将新AI模型（Avocado）的发布推迟至至少5月，并正考虑临时授权使用Google的Gemini模型。
Meta, postpones rollout, new AI model (Avocado), performance concerns, licensing Gemini from Google, until at least May.
Meta在新一代AI模型的研发上面临显著挑战，导致发布延期并可能依赖竞争对手的技术，这表明其在尖端AI竞赛中可能处于落后地位。
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point. [QT @AndrewCurran_: META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN]
@emollick ↗
摩根士丹利旗下80亿美元的North Haven基金收到大量赎回请求，但大部分被拒绝，此前Cliffwater、BlackRock和Blue Owl也曾采取类似行动。
Morgan Stanley's $8 billion North Haven fund, massive redemption requests, deny most of them, Cliffwater, BlackRock, Blue Owl.
这一系列拒绝赎回的事件表明私人信贷/另类投资基金可能面临流动性压力或投资者信心下降，暗示着更广泛的市场对非公开资产的担忧。
HOLY SH*T! Now its Morgan Stanley... Morgan Stanley's $8 billion North Haven fund just got hit with massive redemption requests. Their response? Deny most of them. Sound familiar? It should, because Cliffwater did the same thing yesterday. BlackRock and Blue Owl before that.
@JeffSnider_EDU ↗
本田股价下跌超过6%，此前该公司预计将面临首次年度亏损。
Honda shares slide more than 6%, first annual loss.
本田股价的下跌反映了投资者对其首次年度亏损的担忧，预示着市场对其财务表现和未来盈利能力产生质疑。
Honda shares slide more than 6% as automaker faces first annual loss https://t.co/TjQy9yLkRW
@reutersasia ↗
苹果($AAPL)将其在中国大陆App Store的软件和应用内购买佣金从30%下调至25%。
Apple ($AAPL), lowering fees, 30% to 25%, mainland China App Store.
苹果在中国市场调整佣金率可能是一项战略性举措，旨在应对监管压力、改善与开发者的关系，或刺激关键市场的增长。此举将直接影响其在华的营收模式。
Apple $AAPL is lowering the fees it collects from app developers for software and in-app purchases in China 🇨🇳 Apple said that its commission is changing from 30% to 25% for its mainland China App Store - Bloomberg https://t.co/0ZpGjfXRmo
@stockmktnewz ↗
流入杠杆型交易所交易基金(ETF)的资金和高水平的借贷资金购买股票，正在重新引发人们对一些亚洲主要市场可能重演上周因战争引发的抛售的担忧。
leveraged exchange-traded funds, borrowed cash, Asia’s largest markets, war-induced selloff.
亚洲市场的高杠杆投资和地缘政治不稳定因素，预示着市场面临再度大规模抛售的风险，投资者对区域冲突对股市的持续影响保持警惕。
Inflows into leveraged exchange-traded funds and elevated levels of borrowed cash to buy stocks are reviving fears that some of Asia’s largest markets may suffer a repeat of last week’s war-induced selloff https://t.co/lQDSMvxfIS
@business ↗
美国在伊朗的特别军事行动已耗费纳税人超过113亿美元。
US special military operation in Iran, cost over $11,300,000,000.00.
这笔巨大的开支凸显了正在进行的军事冲突对美国财政的沉重负担，引发了对战争成本效益和长期影响的关注。
BREAKING: The cost of the special military operation in Iran has now cost US taxpayers in excess of $11,300,000,000.00.
@polymarket ↗
CNN援引消息称，美国前特朗普政府的高级官员（包括五角大楼和国家安全委员会）在规划军事行动时，严重低估了伊朗关闭霍尔木兹海峡的准备程度。
Trump officials, Pentagon & NSC, underestimated Iran’s readiness, close the Strait of Hormuz.
这一情报失误揭示了美国在处理与伊朗冲突时的战略规划不足，可能对正在进行的军事行动及其后果产生深远影响。
Pentagon & NSC significantly underestimated Iran’s readiness to close the Strait of Hormuz in answer to US military strikes while planning the ongoing operation - CNN citing sources
@financialjuice ↗
官员向CBS新闻透露，本周早些时候，美国向一艘靠近“亚伯拉罕·林肯”号航空母舰的伊朗船只开火。
US fired at an Iranian vessel, approached the USS Abraham Lincoln aircraft carrier.
这一事件标志着美伊之间发生了直接军事对抗，进一步加剧了波斯湾地区的紧张局势。
US fired at an Iranian vessel that approached the USS Abraham Lincoln aircraft carrier earlier this week, officials tell CBS News.
@financialjuice ↗
支持伊朗的黑客声称对周三针对美国医疗设备公司Stryker发动的一次重大网络攻击负责。
Hackers supporting Iran, claimed responsibility, significant cyberattack, U.S. medical device company Stryker.
这次网络攻击将地缘政治冲突延伸到数字领域，以关键的美国基础设施为目标，显示了网络战在现代冲突中的日益重要性。
Hackers supporting Iran claimed responsibility for a significant cyberattack Wednesday against U.S. medical device company Stryker. https://t.co/o5VDOjLK8p
@newshour ↗
最高领袖Mojtaba Khamenei在一份书面声明中誓言伊朗将在波斯湾继续报复行动，同时伊朗新领袖也誓言继续封锁霍尔木兹海峡。
Supreme Leader Mojtaba Khamenei, vowed continued retaliation, Persian Gulf; Iran's new leader, vowed to continue blocking the Strait of Hormuz.
伊朗最高领导层的声明表明其决心在波斯湾地区维持军事行动并控制战略航道，这将进一步升级地区紧张局势，对全球能源供应和航运构成长期威胁。
Supreme Leader Mojtaba Khamenei vowed in a written statement that Iran's retaliation throughout the Persian Gulf will continue. https://t.co/9lwDvmt71H
@newshour ↗
SEC顾问委员会建议为代币化证券制定规则，包括有限豁免和强制性披露。
SEC Advisor Committee, recommends rules, tokenized securities, limited exemptions, mandatory disclosures.
这一建议预示着代币化证券的监管将走向规范化，可能为加密货币领域带来更高的透明度和机构参与度，同时也可能限制部分项目的灵活性。
NEW: SEC ADVISOR COMMITTEE RECOMMENDS RULES FOR TOKENIZED SECURITIES, BACKS LIMITED EXEMPTIONS AND MANDATORY DISCLOSURES
@scottmelker ↗
一个关键的通货膨胀指标录得近四年来的最高读数。
key inflation gauge highest in almost 4 years
该指标上升可能加剧市场对通胀的担忧，并可能影响货币政策预期。在高通胀背景下，美国国债被认为吸引力不足。
A key inflation gauge just logged its highest reading in almost 4 years
@marketwatch ↗
摩根士丹利的80亿美元North Haven基金、Cliffwater、黑石和蓝猫等多家私募信贷基金面临巨额赎回请求，其中一些已被拒绝。
Morgan Stanley North Haven fund, Cliffwater, BlackRock, Blue Owl massive redemption requests
这表明私募信贷市场正面临压力，可能引发担忧蔓延至更广泛的金融体系，构成潜在的金融稳定风险。分析师警告这可能预示着“完美风暴”的来临。
Its begun. [QT @JeffSnider_EDU: HOLY SH*T! Now its Morgan Stanley... Morgan Stanley's $8 billion North Haven fund just got hit with massive redemption requests. Their response? Deny most of them. Sound familiar? It should, because Cliffwater did the same thing yesterday. BlackRock and Blue Owl before that.]
@great_martis ↗
2月份，11%的美国小企业将“销售不佳”列为最主要问题，接近2020年以来的最高水平，在所有问题中排名第四。
11% of US small businesses reported 'poor sales' in February, highest since 2020
这预示着美国失业率可能进一步上升，反映出在税收、劳动力质量和通胀之后，销售疲软正成为小企业面临的日益严峻的挑战。市场对经济放缓的担忧可能因此加剧。
The US unemployment rate is set to rise further: 11% of US small businesses reported "poor sales" as the single most important problem in February, near the highest since 2020. This ranks as the 4th-most cited problem, behind only taxes, quality of labor, and inflation. The https://t.co/qc0spGAo9h
@kobeissiletter ↗
当前美国的移民数量在绝对数字和人口百分比上都已超过了“埃利斯岛时代”的水平。
more immigration than the Ellis Island era in absolute number and percentage of population
这一趋势在拜登执政期间达到高潮，引发了对暂停移民的呼吁。有评论指出，随着AI和机器人技术的加速发展，低技能大规模移民的合理性受到质疑，对劳动力市场和社会结构可能产生深远影响。
Americans today are living through more immigration than the Ellis Island era… These past few decades, culminating with the Biden years, have blown the early 1900’s out of the water in both absolute number and percentage of population. We need an immigration moratorium. https://t.co/p5wsup9TK5
@geiger_capital ↗
全球航空运力因一场自疫情以来最大的航空冲击减少了10%，导致票价创纪录上涨和航班取消。
10% of global capacity erased, biggest aviation shock since pandemic, record fares and cancellations
此次运力骤降对全球旅客出行和航空业造成巨大影响，并导致机票价格飙升。马来西亚已表示，如果中东战争大幅推高燃油成本，航空公司可能需要暂停部分航班。
From London to Mumbai, travelers are facing record fares and cancellations. The biggest aviation shock since the pandemic has erased 10% of global capacity, sending prices soaring. K. Oanh Ha explains. https://t.co/TUe7etk7O2 https://t.co/zGUfDLJeZh
@business ↗
Meta已将其新AI模型Avocado的发布推迟至至少5月，原因是内部评估表现不佳，并正考虑临时授权使用谷歌的Gemini模型。
Meta postponed rollout of new AI model Avocado until at least May due to underperformance, considering licensing Google's Gemini
此举表明Meta在AI模型开发上面临挑战，可能使其在与OpenAI和谷歌的AI竞赛中落后。研究者评论称，这凸显了前沿AI模型竞争的激烈程度，目前可能仍是“三方竞争”的局面。
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point. [QT @AndrewCurran_: META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN]
@emollick ↗
OpenAI在37亿美元的收入基础上亏损了大约50亿美元，表明AI的瓶颈在于服务每个用户每个token的推理成本，而非模型质量。
OpenAI lost roughly $5B on $3.7B in revenue, inference is bleeding companies dry
这一财务状况揭示了AI公司面临的真实危机：推理成本而非训练成本是主要的财务负担。这可能促使硬件设计和AI服务模式发生根本性改变，以优化成本效率。
=> “OpenAI lost roughly $5B on $3.7B in revenue. The bottleneck isn't model quality. It's the cost of serving every single token to every single user. Inference is bleeding these companies dry.” [QT @ChrisLaubAI: 🚨 BREAKING: A Google researcher and a Turing Award winner just published a paper that exposes the real crisis in AI. It's not training. It's inference. And the hardware we're using was never designed for it. The paper is by Xiaoyu Ma and David Patterson. Accepted by IEEE https://t.co/W2A1diVGad]
@vijayshekhar ↗
任天堂股价迎来十年来最大单周涨幅，市值飙升140亿美元，得益于全球热销游戏《Pokémon Pokopia》。
Nintendo biggest weekly gain in a decade, $14 billion jump in value, propelled by Pokémon Pokopia
这一显著的股价表现表明，新的热门游戏产品能够对公司市值产生巨大推动作用，也反映了市场对任天堂新游戏策略的积极响应。
Nintendo is headed for its biggest weekly gain in a decade with a $14 billion jump in value propelled by surprise global smash hit Pokémon Pokopia https://t.co/bo8pG8YGNI
@business ↗
苹果公司下调了其在中国大陆App Store向应用开发者收取的佣金，从30%降至25%。
Apple lowering App Store commission in mainland China from 30% to 25%
此举是苹果为安抚中国监管机构对其数字产品审查而采取的最新措施。此政策调整可能会影响苹果在中国市场的服务收入，但可能有助于改善与开发者和监管机构的关系。
Apple $AAPL is lowering the fees it collects from app developers for software and in-app purchases in China 🇨🇳 Apple said that its commission is changing from 30% to 25% for its mainland China App Store - Bloomberg https://t.co/0ZpGjfXRmo
@stockmktnewz ↗
美国股市周四下跌，标普500指数录得一个月来最大的三日跌幅。
US stocks fell on Thursday, S&P 500 biggest three-day percentage drop in a month
此次下跌加剧了市场对通胀的担忧，可能反映投资者对当前经济前景和地缘政治冲突影响的悲观情绪。一些分析认为，市场波动可能在伊朗战争持续的背景下进一步加剧。
US stocks fell on Thursday, further exacerbating inflation fears. The S&P 500 notched its biggest three-day percentage drop in a month https://t.co/5KpQScU8yE https://t.co/uKARzVTSnX
@reutersbiz ↗
伊朗最高领袖莫伊塔巴·哈梅内伊在一份书面声明中誓言，伊朗在整个波斯湾地区的报复行动将继续进行。
Iran's Supreme Leader Mojtaba Khamenei vowed continued retaliation throughout the Persian Gulf
这一声明预示着中东地区的紧张局势将持续升级，可能对全球航运和能源供应造成进一步干扰。美国官员曾表示，特朗普政府低估了伊朗关闭霍尔木兹海峡的准备程度，这使得局势更加复杂。
Supreme Leader Mojtaba Khamenei vowed in a written statement that Iran's retaliation throughout the Persian Gulf will continue. https://t.co/9lwDvmt71H
@newshour ↗
由于霍尔木兹海峡的有效关闭，俄罗斯通过石油销售每天额外获得1.5亿美元的预算收入。
Russia earning $150 million a day in extra budget revenues from oil sales after effective closure of the Strait of Hormuz
这表明中东冲突正在对全球能源市场和地缘经济产生直接且重大的影响，部分国家因此受益。霍尔木兹海峡的重要性及其对全球油价的影响再次凸显。
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfFgUkBWrB
@lisaabramowicz1 ↗
美国财政部发布了一项临时授权，允许购买截至3月12日已装船的俄罗斯原油和石油产品，以缓解波斯湾战争造成的油价上涨压力，该授权有效期至4月11日。
US temporary authorization to purchase Russian oil loaded as of March 12, until April 11
此举是美国为稳定全球油价、应对中东冲突影响而采取的紧急措施。尽管是临时性政策，但表明地缘政治冲突已迫使美国调整其制裁政策，以平衡市场稳定和对俄制裁的目标。
🔴 US license permits sale of Russian crude oil and petroleum products loaded on vessels as of March 12 - Treasury website
@financialjuice ↗
自伊朗战争爆发以来，美国已消耗了多年份的弹药储备，包括战斧导弹在内。
US has depleted years of munitions since start of Iran war, including tomahawk missiles
《金融时报》指出，弹药的迅速消耗增加了特朗普政府在冲突成本方面的压力。这反映了长期冲突对美国军事资源和财政的巨大消耗。
🔴 US has depleted years of munitions since start of Iran war - FT
@financialjuice ↗
美国官员向哥伦比亚广播公司新闻透露，本周早些时候，美军向一艘靠近USS Abraham Lincoln航空母舰的伊朗船只开火。
US fired at an Iranian vessel that approached the USS Abraham Lincoln aircraft carrier
这一事件标志着美伊两国在波斯湾地区的军事对峙达到新的紧张水平。直接的军事接触可能进一步加剧地区冲突，并对全球安全局势产生连锁反应。
US fired at an Iranian vessel that approached the USS Abraham Lincoln aircraft carrier earlier this week, officials tell CBS News.
@financialjuice ↗
参议院多数党领袖约翰·图恩表示，《清晰法案》不太可能在4月前通过参议院银行委员会。
Clarity Act unlikely to pass Senate Banking Committee before April
《清晰法案》通常与加密货币监管相关，其延迟通过意味着加密货币行业的监管不确定性将持续。这可能会影响相关企业和投资者的决策，延缓美国加密货币监管框架的明确化。
🇺🇸 SENATE MAJORITY LEADER JOHN THUNE SAYS CLARITY ACT UNLIKELY TO PASS SENATE BANKING COMMITTEE BEFORE APRIL
@scottmelker ↗
受中东冲突影响，全球石油出口受阻，油价在每桶100美元左右徘徊，各国领导人决定释放紧急石油储备。伊朗战争推高了汽油价格，而芝加哥商品交易所（CME Group）负责人警告美国政府干预原油期货以压低价格将导致“大规模灾难”并破坏市场信心。
Oil hovered ~$100/barrel, emergency petroleum stockpiles released, Iran war gas prices, CME Group warning
中东地缘政治紧张局势正显著影响全球能源市场，推高原油和汽油价格，并促使战略性地释放紧急储备。CME Group对政府干预期货市场表示强烈担忧，认为这将损害市场信心。
【芝加哥商品交易所：美国政府干预原油期货将导致“大规模灾难”】这家负责交易美国原油期货的交易所的负责人称，政府利用衍生品市场压低价格的任何尝试都将削弱市场信心。https://t.co/zw37d7HDEX https://t.co/xmK66bYceR
@ftchinese ↗
全球航空运力减少了10%，是疫情以来最大的一次冲击，导致旅客面临创纪录的票价和航班取消。
10% global aviation capacity reduction, record fares
全球航空运力的显著下降导致旅行成本上升和航班运营中断。
From London to Mumbai, travelers are facing record fares and cancellations. The biggest aviation shock since the pandemic has erased 10% of global capacity, sending prices soaring. K. Oanh Ha explains. https://t.co/TUe7etk7O2 https://t.co/zGUfDLJeZh
@business ↗
除疫情年份外，中国消费者支出或迎来一年中最差的开局。
China’s consumer spending worst start to any year outside the pandemic
这表明中国政府刺激国内需求的目标面临重大挑战，暗示了潜在的经济下行压力。
China’s consumer spending may have booked the worst start to any year outside the pandemic, highlighting the challenge to a government that has targeted a bigger role for domestic demand https://t.co/B6kXDew4Jj
@business ↗
抵押贷款利率回升至6%以上，一个关键通胀指标创近四年来新高。受通胀担忧和中东冲突影响，美国股市周四下跌，标普500指数录得一个月来最大三日跌幅，投资者大幅削减了对美联储降息的押注，预计美联储将维持利率不变至明年夏季。日本国债因通胀担忧而下跌。
Mortgage rates >6%, inflation gauge highest in ~4 years, S&P 500 biggest 3-day drop in a month, Fed rate cut bets cut
通胀飙升和能源价格上涨（受中东冲突影响）抑制了美联储降息的希望，市场预期现在指向明年夏季之前利率将保持稳定。这负面影响了债券市场和美国股市，标普500指数经历大幅下跌。
【伊朗战争推高汽油价格，投资者大幅削减对美联储降息的押注】交易员预计美联储将按兵不动至明年夏季，这一预期降温，也对特朗普降低借贷成本的计划造成冲击。https://t.co/iKcBnPy1DH https://t.co/iyUGAK0Tqz
@ftchinese ↗
一位谷歌研究员和一位图灵奖得主发表论文指出，AI推理成本而非训练成本是AI面临的“真正危机”，现有硬件并非为此设计。OpenAI以37亿美元收入亏损约50亿美元也佐证了这一点。
AI inference cost, not training, "real crisis", OpenAI lost ~$5B on $3.7B revenue
高昂的AI推理成本是阻碍AI规模化发展的关键瓶颈，揭示了像OpenAI这样的大公司在硬件和经济上面临的根本性挑战。
=> “OpenAI lost roughly $5B on $3.7B in revenue. The bottleneck isn't model quality. It's the cost of serving every single token to every single user. Inference is bleeding these companies dry.” [QT @ChrisLaubAI: 🚨 BREAKING: A Google researcher and a Turing Award winner just published a paper that exposes the real crisis in AI. It's not training. It's inference. And the hardware we're using was never designed for it. The paper is by Xiaoyu Ma and David Patterson. Accepted by IEEE https://t.co/W2A1diVGad]
@vijayshekhar ↗
中国字节跳动公司获得了英伟达顶级的AI芯片。
Bytedance obtains Nvidia AI chips
这表明，尽管面临地缘政治紧张和美国对先进芯片出口的限制，字节跳动仍在获取高端AI硬件，可能为其AI发展和竞争地位提供动力。
🔴 China's Bytedance obtains access to premier Nvidia AI chips - WSJ $NVDA
@financialjuice ↗
Meta因内部评估表现不佳，将其AI模型“Avocado”的发布推迟至至少5月，并正考虑临时授权使用谷歌的Gemini模型。
Meta "Avocado" delayed to May, considering Google Gemini license
这表明Meta在“前沿AI模型”竞争中面临挑战，其内部AI开发遇到困难，可能需要依靠竞争对手的技术来维持其市场地位。
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point. [QT @AndrewCurran_: META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/MfYfYN7uioN]
@emollick ↗
传统上依赖收入增长的科技巨头，现在正大举借贷以发展AI技术。美国各地的公用事业公司将投入数百亿美元建设高压输电线路，主要用于满足数据中心的需求。新加坡承诺投入超过10亿新元（7.82亿美元）建设全球AI中心，但有建筑师质疑其充足性。
Big tech borrowing heavily for AI, US utilities tens of billions for data centers, Singapore S$1B ($782M) for AI
投资AI所需的巨额资金正在改变大型科技公司的财务策略，促使它们大量举债。AI基础设施需求的激增也要求美国等国大幅升级能源电网，并推动新加坡等政府大力投资建设AI枢纽，尽管对其投入的充足性存在担忧。
Long reliant on revenues to fuel growth, big tech firms are now borrowing heavily to build AI technology https://t.co/tMWUYSOP4n
@business ↗
中国最大的汽车制造商比亚迪正积极考虑在加拿大建厂，并探索收购一家更成熟的全球汽车制造商。
BYD plant in Canada, acquire global automaker
比亚迪的战略举措预示着其在全球范围内的积极扩张，可能通过直接投资和并购重塑全球汽车产业格局。
BYD, China’s largest car manufacturer, is actively considering building a plant in Canada while also keeping its options open to acquire a more established global automaker https://t.co/xOOoW9nRV6
@business ↗
苹果公司正将其在中国大陆App Store向应用开发者收取的佣金从30%下调至25%。
Apple China App Store commission from 30% to 25%
此决定可能是苹果为回应中国监管压力，可能会影响其在中国这个利润丰厚市场的收入，但也有望安抚开发者。
Apple $AAPL is lowering the fees it collects from app developers for software and in-app purchases in China 🇨🇳 Apple said that its commission is changing from 30% to 25% for its mainland China App Store - Bloomberg https://t.co/0ZpGjfXRmo
@stockmktnewz ↗
受全球热门游戏“Pokémon Pokopia”的推动，任天堂市值飙升140亿美元，有望创下十年来的最大单周涨幅。
Nintendo $14B jump in value, biggest weekly gain in a decade, Pokémon Pokopia
新游戏的巨大成功显著提升了任天堂的市场估值，表明热门IP在驱动公司业绩方面的巨大影响力。
Nintendo is headed for its biggest weekly gain in a decade with a $14 billion jump in value propelled by surprise global smash hit Pokémon Pokopia https://t.co/bo8pG8YGNI
@business ↗
本田汽车因面临首次年度亏损，股价下跌超过6%。
Honda shares >6% slide, first annual loss
本田股价的显著下跌反映了市场对其财务状况的担忧，预示着其核心业务面临挑战。
Honda shares slide more than 6% as automaker faces first annual loss https://t.co/SAqRCQj29Q
@reutersasia ↗
一架参与美国对伊朗军事行动的KC-135加油机在伊拉克西部坠毁。美国向一艘接近“亚伯拉罕·林肯”号航空母舰的伊朗船只开火。伊朗最高领袖Mojtaba Khamenei誓言将在波斯湾继续报复，并表示伊朗将继续封锁霍尔木兹海峡。此前，五角大楼和美国国家安全委员会严重低估了伊朗封锁霍尔木兹海峡的准备程度。印度总理莫迪与伊朗总统佩泽什坎讨论地区局势，以确保霍尔木兹海峡的通航安全。
US KC-135 crash, US fired at Iranian vessel, Iran vowed continued retaliation/blockade of Strait of Hormuz
美伊冲突正在升级，伴随直接军事接触和战略威胁。伊朗领导人明确誓言将继续在波斯湾报复并封锁关键航道霍尔木兹海峡，而美国情报部门此前低估了伊朗的这一能力。这已促使国际社会展开外交努力以确保通航安全，并导致数百艘油轮滞留。
【伊朗新任最高领袖称将继续封锁霍尔木兹海峡】这份书面声明是穆杰塔巴•哈梅内伊自战争爆发以来的首次公开表态。https://t.co/3cQOu2ewjo https://t.co/m3W4cdCmSs
@ftchinese ↗
美国发布了第二份为期30天的授权，允许购买已在海上（2026年3月5日前装载）的俄罗斯石油，这是一项旨在缓解因波斯湾战争导致油价上涨的紧急措施。
US 30-day waiver, Russian oil loaded by March 5, 2026
这项豁免表明美国正试图通过暂时放行俄罗斯石油销售，来缓解中东紧张局势导致的全球油价上涨，凸显了制裁与能源市场稳定之间复杂的平衡。
The U.S. Treasury’s 30 day waiver allowing sales of certain Russian crude oil and petroleum products that were already loaded by March 5, 2026 is a narrow emergency measure, not a broad reversal of sanctions. It comes as the U.S. and Iran conflict has disrupted the Strait of [QT @TheInsiderPaper: JUST IN 🚨 US temporarily allows sale of some Russian oil: Treasury]
@onechancefreedm ↗
特朗普政府在两天内启动了第二次关税调查，以重建此前被最高法院否决的贸易政策。美国还对60个经济体发起了新的“301条款”调查，涉及强迫劳动贸易行为。
Trump second tariff investigation, Section 301 probes into 60 economies
特朗普政府正通过反复的关税调查和对强迫劳动行为的“301条款”调查，积极推行其保护主义贸易议程，这可能预示着贸易争端和制裁将再次成为焦点。
U.S. launches fresh Section 301 probes into 60 economies over forced-labor trade practices https://t.co/gVaCZfh3k5
@cnbc ↗
日本及其他亚太国家本周末将公布与美国公司达成的至少300亿美元能源和矿产协议。
Asia $30 billion energy and mineral deals with US
这标志着美国与亚太国家之间重要的经济和战略结盟，旨在加强能源和矿产供应链，并深化区域经济联系。
🔴 Asia set to commit $30 billion in energy and mineral deals with US
@financialjuice ↗
加拿大总理卡尼宣布，将投入数百亿美元用于北极军事设施建设，以使其武装部队能够独立保卫北极，无需盟友协助。
Canada multi-billion dollar investment, Arctic military facilities, independent defense
加拿大此举旨在加强其在北极地区的防御能力，彰显了其在该战略区域独立主权的决心。
【加拿大启动数百亿美元北极军事设施投资】加拿大总理卡尼宣布，将对“前沿作战基地”投入重金，以使“加拿大武装部队无需盟友协助即可保卫北极”。https://t.co/rCAyNO2ndT https://t.co/yYLbp1h1jL
@ftchinese ↗
受中东战争影响，原油价格徘徊在100美元附近，铝价触及四年高点，而黄金预计将录得周度下跌。CME集团负责人警告特朗普政府，在战争期间干预衍生品市场以压低油价将带来“圣经般的灾难”。全球领导人已决定释放紧急石油储备，以应对原油出口受阻。战事也推高汽油价格，并导致投资者大幅削减对美联储降息的押注，预计美联储将维持利率至明年夏季。
Oil $100/barrel, Aluminum 4-year high, Gold weekly drop, CME Group warning, emergency petroleum stockpiles, gasoline prices, Fed rate-cut expectations.
中东冲突正严重扰乱全球大宗商品市场，尤其能源和金属价格波动剧烈，并影响通胀预期。市场主要参与者强烈反对政府干预石油市场，认为此举可能损害市场信心。同时，全球能源供应趋紧，通胀压力上升，促使投资者重新评估美联储的降息路径。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
2026年1月至2月，中国以美元计价的出口同比增长21.8%，进口同比增长19.8%，其中出口增速创至少三年新高。
China exports +21.8% YoY, imports +19.8% YoY (Jan-Feb 2026).
这项强劲数据表明中国在全球贸易中的活跃度和竞争力显著提升，可能预示着全球对中国商品的需求正在恢复或增长。
China's exports in US Dollar terms jumped +21.8% YoY between January and February 2026, the highest in at least 3 years. At the same time, imports rose +19.8% YoY, up https://t.co/BrQMTzE8bT
@kobeissiletter ↗
美国抵押贷款利率回升至6%以上。此外，2月份有11%的美国小企业报告“销售不佳”是其最主要的问题，接近2020年以来的最高水平，这预示着未来失业率可能进一步上升。
US mortgage rates > 6%; 11% US small businesses 'poor sales' (Feb), near highest since 2020.
抵押贷款利率的上升给房地产市场带来了压力。小企业销售疲软表明消费者需求可能正在减弱，这将对美国劳动力市场构成潜在挑战。
11% of US small businesses reported "poor sales" as the single most important problem in February, near the highest since 2020.
@kobeissiletter ↗
铁矿石本周有望创下一年多来最大涨幅，此前中国国有买家扩大了对必和必拓（BHP）产品的采购限制。
Iron ore biggest weekly gain in over a year.
中国对特定供应商的政策行动正对全球大宗商品价格产生直接而显著的影响，导致市场波动加剧，并可能改变全球供应链动态。
Iron ore headed for its biggest weekly gain in over a year, after China’s state-backed buyer expanded restrictions on BHP products
@business ↗
新加坡承诺投入超过10亿新元（7.82亿美元）建设全球人工智能中心，但一位项目架构师对当前方法是否充分表示怀疑。与此同时，Meta因内部评估表现不佳，将其AI模型“Avocado”的发布推迟至至少5月，并正考虑临时授权使用谷歌的Gemini。xAI的Grok 4.2基准测试也表明其可能正在落后。
Singapore S$1B+ ($782M) for AI; Meta 'Avocado' delayed to May; xAI Grok 4.2 falling behind.
新加坡的大笔投资显示了国家层面发展AI的雄心，但同时也面临实施挑战。Meta和xAI等主要参与者的AI模型开发受挫，表明AI领域的技术和商业化竞争依然激烈且充满变数。
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point. [QT @AndrewCurran_: META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN]
@emollick ↗
OpenAI在37亿美元营收下亏损约50亿美元，凸显了AI领域的真正危机并非模型训练而是推理成本过高。与此同时，中国字节跳动获得了英伟达顶尖AI芯片。
OpenAI lost $5B on $3.7B revenue; AI inference cost crisis; ByteDance obtains Nvidia AI chips.
OpenAI的巨额亏损揭示了AI模型推理阶段的高昂成本是当前行业面临的重大挑战。字节跳动获得英伟达芯片则表明其在AI发展上的投入和进展，尽管全球芯片供应链和技术竞争依然紧张。
“OpenAI lost roughly $5B on $3.7B in revenue. The bottleneck isn't model quality. It's the cost of serving every single token to every single user. Inference is bleeding these companies dry.”
@vijayshekhar ↗
美国各地的公用事业公司正计划投入数百亿美元建设高压输电线路，主要用于满足数据中心对电力日益增长的需求，这些数据中心是AI技术发展的关键基础设施。
US utilities spending tens of billions on high-voltage lines for data centers.
AI技术的发展正推动美国基础设施建设的重大投资，尤其是在电力供应方面，以支持高耗能数据中心的扩张，这将对能源行业产生深远影响。
Utilities around the U.S. are set to spend tens of billions of dollars on high-voltage lines, largely to meet demand from data centers
@wsjbusiness ↗
摩根士丹利旗下80亿美元的North Haven基金遭遇了大规模赎回请求，并拒绝了大部分请求，此举与Cliffwater、BlackRock和Blue Owl等公司此前的做法类似。
Morgan Stanley $8B North Haven fund, massive redemption requests, denied most.
这一事件可能预示着私有信贷市场或特定资产类别存在流动性压力，大型机构基金拒绝赎回的举动可能引发市场对相关风险敞口的担忧。
Its begun. [QT @JeffSnider_EDU: HOLY SH*T! Now its Morgan Stanley... Morgan Stanley's $8 billion North Haven fund just got hit with massive redemption requests. Their response? Deny most of them. Sound familiar? It should, because Cliffwater did the same thing yesterday. BlackRock and Blue Owl before that.]
@great_martis ↗
任天堂因全球热门游戏《宝可梦传说：阿尔宙斯》的推动，市值增加了140亿美元，有望创下十年来最大周度涨幅。
Nintendo $14B jump in value, biggest weekly gain in a decade, Pokémon Pokopia.
现象级游戏产品的成功能够对大型游戏公司的股价产生巨大推动作用，显示出IP价值和市场爆款的强大影响力。
Nintendo is headed for its biggest weekly gain in a decade with a $14 billion jump in value propelled by surprise global smash hit Pokémon Pokopia
@business ↗
苹果公司正将其在中国大陆App Store向应用开发者收取的佣金从30%下调至25%，此举旨在安抚对数字服务进行打压的监管机构。
Apple China App Store commission cut from 30% to 25%.
苹果此举表明其正在适应中国日益严格的数字市场监管环境，通过调整商业模式来维持在中国市场的竞争力并平息监管压力。
Apple $AAPL is lowering the fees it collects from app developers for software and in-app purchases in China 🇨🇳 Apple said that its commission is changing from 30% to 25% for its mainland China App Store - Bloomberg
@stockmktnewz ↗
澳大利亚生物科技公司Immutep因中止一项肺癌药物试验，导致其市值损失了5.82亿澳元（约合4.12亿美元），这对支持该公司的悉尼对冲基金Regal造成了重创。
Immutep lost A$582M ($412M) market value, halted lung cancer drug trials.
这一事件突显了生物科技公司在药物研发过程中面临的巨大风险，临床试验结果的失败可能导致公司价值大幅缩水，并对投资者造成严重损失。
Sydney hedge fund Regal was dealt a fresh blow after Immutep, an Australian biotech company it backs, wiped out most of its A$582 million ($412 million) market value on Friday when it halted trials of a lung cancer drug
@business ↗
本田汽车（Honda）股价下跌超过6%，原因是这家汽车制造商预计将面临其首次年度亏损。
Honda shares slide >6%, first annual loss.
这一事件表明即使是大型成熟汽车制造商也可能面临严峻的财务挑战，可能源于市场竞争加剧、供应链问题或战略转型不足。
Honda shares slide more than 6% as automaker faces first annual loss
@reutersasia ↗
据英国《金融时报》报道，伊朗战争爆发仅13天，美国已消耗掉“数年”军火储备，引发对补充成本和能力的担忧。一架参与美军对伊行动的KC-135加油机在伊拉克西部坠毁。伊朗最高领袖穆杰塔巴·哈梅内伊誓言将在波斯湾继续采取报复行动，并继续封锁霍尔木兹海峡。伊朗扩大了对海湾航运的袭击，导致数百艘油轮滞留海湾，成为“活靶子”，且特朗普政府承诺的海军护航尚未启动。
US munitions 'years' worth depleted in 13 days; US KC-135 plane crashed; Iran Supreme Leader vowed continued retaliation/blockade of Strait of Hormuz; hundreds of tankers stranded in Gulf.
伊朗战争正在快速消耗美国军事资源，并已造成军事事故。伊朗方面强硬表态，威胁进一步军事行动及关键航道封锁，对全球石油供应和航运安全构成严峻威胁。
BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT. Details include: 1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles 2. The rapid depletion of weaponry
@kobeissiletter ↗
美国特朗普政府发起了其两天内的第二项贸易关税调查，具体是对60个经济体发起新的“301条款”调查，指控其存在“强制劳动”贸易行为。此举旨在重建被最高法院否决的关键贸易政策。
US second tariff investigation in days, new Section 301 probes on 60 economies, forced-labor trade practices.
美国政府正积极重启其贸易保护主义政策，利用“强制劳动”等理由对广泛的贸易伙伴施压。这将加剧全球贸易紧张局势，可能导致新的贸易摩擦。
U.S. launches fresh Section 301 probes into 60 economies over forced-labor trade practices
@cnbc ↗
本周末，日本及其他亚太国家将与美国公司共同宣布至少300亿美元的能源和矿产协议，届时特朗普政府官员将抵达东京。
Asia-Pacific $30B energy/mineral deals with US.
这表明美国正在加强与亚太地区在能源和关键矿产领域的经济合作，旨在深化供应链联系并对抗潜在的地区竞争对手。
Japan and other Asia-Pacific nations are set to unveil at least $30 billion worth of agreements with US companies this weekend, as Trump administration officials descend on Tokyo
@business ↗
据阿富汗塔利班称，巴基斯坦轰炸了坎大哈机场附近一家私人航空公司的燃油库。
Pakistan bombs private airline fuel depot near Kandahar airport.
这一军事行动表明巴基斯坦与阿富汗塔利班之间紧张关系升级，可能导致地区冲突进一步加剧。
Pakistan bombs fuel depot of private airline near Kandahar airport, Afghan Taliban says
@reutersasia ↗
波兰总统否决了欧盟国防贷款法案。
Polish president vetoes EU defence loan bill.
这一否决行为可能反映了波兰与欧盟在国防政策和预算分摊上的分歧，对欧盟共同防务计划的推进造成阻碍。
Polish president vetoes EU defence loan bill
@reutersbiz ↗
Inframarkets将在Solana上推出比特币算力预测市场，旨在为拥有每年200亿美元以上电力成本的矿工提供新的对冲工具，以应对算力激增导致的难度增加和盈利能力下降的运营风险。
Inframarkets launches BTC hashrate prediction markets on Solana; $20B+ annual electricity costs; hedge operational risk.
这一新产品为比特币矿工提供了前所未有的金融工具，以管理其核心运营风险，预示着加密货币衍生品市场正向更专业化和实用化方向发展。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
中国2026年1月至2月出口额同比增长21.8%，创至少三年来新高；同期进口额同比增长19.8%。
China exports +21.8% YoY (Jan-Feb 2026), highest in 3+ years; imports +19.8% YoY.
中国全球贸易在2026年1月至2月期间迅速加速，出口同比增长21.8%达到至少三年来的最高水平，进口也实现了19.8%的同比增长。这标志着相比12月份6.6%的出口增长，贸易活动显著增强。
China's exports in US Dollar terms jumped +21.8% YoY between January and February 2026, the highest in at least 3 years. This marks a sharp increase from the +6.6% recorded in December. At the same time, imports rose +19.8% YoY, up
@kobeissiletter ↗
芝加哥商品交易所（CME Group）负责人警告特朗普政府，若在伊朗战争期间干预衍生品市场以降低油价，将引发“灾难性后果”。
CME Group head, Trump Administration, oil prices, derivatives markets, Iran war, 'biblical disaster'
芝加哥商品交易所的负责人对特朗普政府发出严厉警告，指出在伊朗战争期间试图通过干预衍生品市场来压低油价，可能会导致“灾难性后果”，并削弱市场信心。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
日本财务大臣片山皋月表示，当局准备在任何情况下采取一切必要措施应对汇率问题，同时关注油价上涨对民生的影响。
Japanese Finance Minister Satsuki Katayama, currency measures, rising oil prices.
日本财务大臣片山皋月宣布，当局已准备好在任何情况下对汇率采取一切必要措施，并特别提及油价上涨对民众日常生活造成的影响。这表明日本政府对汇率波动的潜在干预意图。
Japanese Finance Minister Satsuki Katayama tells reporters authorities are prepared to take all necessary measures on the currency under all circumstances, keeping in mind the impact of rising oil prices on people’s daily lives
@business ↗
受伊朗战争引发的通胀担忧影响，美国国债波动率飙升至九个月高点，颠覆了交易员对美联储政策路径的预期。
US Treasuries volatility, nine-month high, Iran war, inflation concerns, Fed policy.
受伊朗战争加剧通胀担忧的推动，美国国债市场波动性已升至九个月来的最高水平。这股波动性扰乱了交易员对美联储未来政策走向的预期。
US Treasuries volatility jumped to a nine-month high as the Iran war fanned inflation concerns and upended traders’ expectations on the Federal Reserve’s policy path
@business ↗
伊朗战争导致汽油价格上涨，促使投资者大幅削减对美联储降息的押注，交易员目前预计美联储将维持利率不变直至明年夏季。
Iran war, gasoline prices, Fed rate-cut bets, 'hold steady until next summer'.
持续的伊朗战争推高了汽油价格，使得投资者大幅下调了对美联储降息的预期，许多交易员现在预计美联储将把当前利率维持到明年夏季。
【伊朗战争推高汽油价格，投资者大幅削减对美联储降息的押注】交易员预计美联储将按兵不动至明年夏季，这一预期降温，也对特朗普降低借贷成本的计划造成冲击。
@ftchinese ↗
据报道，中国的字节跳动已成功获取英伟达（Nvidia）的顶级AI芯片。
ByteDance, Nvidia AI chips.
中国科技巨头字节跳动据报道已获得了英伟达的顶级AI芯片，这一进展对其人工智能能力至关重要。
🔴 China's Bytedance obtains access to premier Nvidia AI chips - WSJ $NVDA
@financialjuice ↗
新加坡承诺投入超过10亿新元（7.82亿美元），旨在成为全球人工智能中心。
Singapore, S$1 billion ($782 million), global AI hub.
新加坡已承诺投入超过10亿新元（7.82亿美元）以打造成为全球人工智能枢纽，尽管该计划的某位设计师质疑新加坡目前在AI准备方面的充分性。
Singapore has committed more than S$1 billion ($782 million) to become a global hub for artificial intelligence. But one of the architects of that effort says the country’s approach to AI readiness may not be sufficient.
@business ↗
美国正利用Claude及其他人工智能系统来制定其AI战争愿景，该策略目前正在伊朗实时展开。
US, Claude, AI systems, AI warfare, Iran.
美国正在运用包括Claude在内的人工智能系统来塑造其AI战争策略，并且这一策略正在伊朗实时展开。这标志着AI技术在国家安全和军事冲突中的实际应用。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️
@business ↗
美国各地的公用事业公司计划投入数百亿美元建设高压输电线路，主要用于满足数据中心不断增长的需求。
US utilities, tens of billions, high-voltage lines, data centers.
美国公用事业公司预计将投入数百亿美元用于建设高压输电线路，以满足数据中心日益增长的需求。这表明由人工智能和数据处理需求驱动的巨大基础设施建设投资。
Utilities around the U.S. are set to spend tens of billions of dollars on high-voltage lines, largely to meet demand from data centers
@wsjbusiness ↗
任天堂股价有望创下十年来最大单周涨幅，市值因全球热门游戏《宝可梦 乐园》激增140亿美元。
Nintendo, $14 billion jump, biggest weekly gain in a decade, Pokémon Pokopia.
任天堂的市值因其意外的全球热门游戏《宝可梦 乐园》而飙升140亿美元，有望实现十年来最大的单周涨幅。
Nintendo is headed for its biggest weekly gain in a decade with a $14 billion jump in value propelled by surprise global smash hit Pokémon Pokopia
@business ↗
苹果公司（AAPL）正在将其中国大陆App Store的佣金从30%下调至25%。
Apple ($AAPL), China App Store, commission 30% to 25%.
苹果公司（AAPL）正在将其中国大陆App Store的应用开发者佣金从30%降至25%。此举被认为是为安抚监管机构而采取的措施。
Apple $AAPL is lowering the fees it collects from app developers for software and in-app purchases in China 🇨🇳 Apple said that its commission is changing from 30% to 25% for its mainland China App Store - Bloomberg
@stockmktnewz ↗
周四美国股市下跌，标普500指数录得一个月来最大三日百分比跌幅，加剧了市场对通胀的担忧。
US stocks fell, S&P 500, biggest three-day drop in a month.
美国股市周四收跌，标普500指数录得近一个月来最大的连续三日跌幅，进一步加剧了市场对通胀的担忧。
US stocks fell on Thursday, further exacerbating inflation fears. The S&P 500 notched its biggest three-day percentage drop in a month
@reutersbiz ↗
软银支持的支付应用PayPay表示，继其在纽约首次公开募股（IPO）筹集8.8亿美元后，正考虑进行双重上市，此次IPO是日本公司近十年来在美国进行的最大一次。
PayPay, dual listing, $880 million IPO, biggest US IPO by Japanese company in a decade.
软银旗下支付应用PayPay在纽约以8.8亿美元的规模完成首次公开募股后，正考虑进行双重上市。此次IPO是日本公司在美国十年来最大规模的上市。
SoftBank-backed payments app PayPay is open to a dual listing, its CEO said, following its $880 million trading debut in New York. The IPO — the biggest in the US by a Japanese company in a decade.
@business ↗
澳大利亚生物科技公司Immutep在暂停其肺癌药物试验后，市值损失了大部分的5.82亿澳元（4.12亿美元）。
Immutep, A$582 million ($412 million) market value loss, halted lung cancer drug trials.
澳大利亚生物科技公司Immutep在停止一项肺癌药物试验后，其5.82亿澳元（4.12亿美元）的市值大部分被抹去，给其支持者带来沉重打击。
Sydney hedge fund Regal was dealt a fresh blow after Immutep, an Australian biotech company it backs, wiped out most of its A$582 million ($412 million) market value on Friday when it halted trials of a lung cancer drug
@business ↗
据英国《金融时报》报道，美国在仅13天前的伊朗战争开始后，已耗尽“数年”的弹药储备。
US munitions depletion, 'years' worth, Iran war, 13 days.
伊朗战争爆发仅13天，美国就迅速消耗了“数年”的弹药储备，引发了对其日益增长的成本和补给能力的担忧。
BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT. Details include: 1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles 2. The rapid depletion of weaponry
@kobeissiletter ↗
美国对一艘伊朗军舰的鱼雷袭击引发印度强烈抗议，给印度总理纳伦德拉·莫迪带来压力。
US torpedo strike, Iranian warship, outcry in India, pressure on PM Narendra Modi.
美国对一艘伊朗军舰发动鱼雷袭击，在印度引发强烈抗议，这不仅加大了印度总理莫迪的压力，也引发了外界对华盛顿如何看待关键安全伙伴的担忧。
A US torpedo strike on an Iranian warship is generating an outcry in India, adding to pressure on Prime Minister Narendra Modi and raising concerns over Washington's regard for key security partners
@business ↗
印度总理纳伦德拉·莫迪与伊朗总统马苏德·佩泽什基安讨论了“该地区的严峻局势”，以确保霍尔木兹海峡油轮安全通行。
Indian PM Narendra Modi, Iranian President Masoud Pezeshkian, Strait of Hormuz.
印度总理纳伦德拉·莫迪与伊朗总统马苏德·佩泽什基安就“该地区的严峻局势”进行了讨论，印度寻求确保油轮在霍尔木兹海峡的安全通行。此次会谈旨在寻找解决关键航道安全问题的途径。
Indian Prime Minister Narendra Modi said he discussed the “serious situation in the region” with Iranian President Masoud Pezeshkian, as New Delhi looks for ways to secure the safe passage of tankers through the Strait of Hormuz
@business ↗
美国总统唐纳德·特朗普与中国国家主席习近平峰会的框架将于本周末敲定，双方谈判代表将讨论关税、芬太尼和台湾等棘手问题。
Trump-Xi Jinping summit, framework, this weekend, tariffs, fentanyl, Taiwan.
美国总统唐纳德·特朗普与中国国家主席习近平峰会的框架预计将于本周末确定，届时两国谈判代表将就关税、芬太尼和台湾等敏感问题进行讨论。此次会议旨在为即将举行的两国领导人会晤铺平道路。
The framework for US President Donald Trump’s summit with China’s Xi Jinping is set to be hashed out this weekend as negotiators meet to discuss thorny issues such as tariffs, fentanyl and Taiwan
@business ↗
伊朗扩大了对海湾航运的袭击，导致数百艘油轮被困在海湾，形同“活靶子”。
Iran, expanded attacks, Gulf shipping, 'hundreds of tankers stranded'.
伊朗加剧了对海湾航运的袭击，使得数百艘油轮滞留在波斯湾，被形容为“活靶子”。目前没有迹象表明美国承诺的海军护航将在未来几周内启动，加剧了该地区的航运危机。
【困在海湾的油轮已成“活靶子”】伊朗扩大对海湾航运的袭击，同时没什么迹象表明特朗普承诺的海军护航能够在未来几周启动，上百艘滞留海湾的油轮进退两难。
@ftchinese ↗
Inframarkets正在Solana上推出比特币算力（hashrate）预测市场，旨在为矿工提供对冲运营风险的工具。
Inframarkets, BTC hashrate prediction markets, Solana.
Inframarkets正在Solana区块链上推出比特币算力预测市场，为矿工提供了一种新的工具，以直接对冲算力飙升和挖矿难度增加带来的运营风险和盈利能力下降。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
中国在2026年1月至2月期间，美元计价出口同比增长21.8%，进口同比增长19.8%，其中出口增速创至少三年新高。
China exports +21.8% YoY, imports +19.8% YoY (Jan-Feb 2026), highest in 3 years
中国全球贸易的快速增长表明其经济活动强劲，显示出在当前全球经济背景下，中国贸易的韧性和加速态势。
China's global trade is rapidly accelerating: China's exports in US Dollar terms jumped +21.8% YoY between January and February 2026, the highest in at least 3 years. This marks a sharp increase from the +6.6% recorded in December. At the same time, imports rose +19.8% YoY, up https://t.co/BrQMTzE8bT
@kobeissiletter ↗
CME集团负责人警告特朗普政府，在与伊朗的战争期间，若试图通过干预衍生品市场来降低油价，恐将导致“圣经级别的灾难”。
CME Group warning, Trump Admin, oil prices, derivatives markets, “biblical disaster”
这一警告强调了在地缘政治冲突期间，政府干预大宗商品衍生品市场可能带来的巨大风险，暗示此类行动可能动摇市场信心并导致严重的经济后果。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
受伊朗战争引发的通胀担忧影响，美国国债波动率跃升至九个月高点，颠覆了交易员对美联储政策路径的预期。
US Treasuries volatility, nine-month high, Iran war, inflation concerns, Fed policy expectations
波动率的上升反映了市场对伊朗战争经济影响（特别是通胀）的不确定性增加，导致交易员重新评估美联储未来的利率决策。同时，伊朗战争推高了汽油价格，使得投资者大幅削减了对美联储降息的押注。
US Treasuries volatility jumped to a nine-month high as the Iran war fanned inflation concerns and upended traders’ expectations on the Federal Reserve’s policy path https://t.co/g2SsvfKY3R
@business ↗
受中东战争推高油价影响，日元兑美元跌至2024年7月以来的最低水平；日本财务大臣片山皋月表示，当局已准备好在任何情况下采取一切必要措施应对汇率问题，同时关注油价上涨对民众生活的影响。
Yen weakest since July 2024, Middle East war, oil prices, Japanese FinMin Katayama, currency measures
日元贬值直接反映了中东冲突导致的能源成本上升压力，促使日本当局释放信号，准备干预以维护货币稳定，并减轻油价上涨对民生的冲击。
Japanese Finance Minister Satsuki Katayama tells reporters authorities are prepared to take all necessary measures on the currency under all circumstances, keeping in mind the impact of rising oil prices on people’s daily lives https://t.co/bFyf911FEs
@business ↗
铁矿石有望创下一年多以来的最大单周涨幅，此前中国国有买家扩大了对必和必拓产品的限制；同时，受中东战争引发的冶炼厂关闭风险影响，铝价也交易在四年高位附近。
Iron ore biggest weekly gain in over a year, China restrictions on BHP; Aluminum near four-year high, smelter closures, ME war
地缘政治和贸易紧张局势正显著影响大宗商品市场，中国的贸易行动推高了铁矿石价格，而中东冲突则因供应担忧导致铝价飙升，显示出全球事件对资源市场的直接影响。
Iron ore headed for its biggest weekly gain in over a year, after China’s state-backed buyer expanded restrictions on BHP products https://t.co/iL55RikEex
@business ↗
中国的字节跳动已获得顶级英伟达AI芯片的访问权限。同时，大型科技公司正大举借贷以投资AI技术，美国也利用Claude等AI系统制定AI战争策略，并在伊朗实际部署。
Bytedance Nvidia AI chips; Big tech borrowing heavily for AI; US Claude AI warfare in Iran
字节跳动获取英伟达AI芯片凸显其在AI领域持续进步的努力。大型科技公司的大规模借贷则揭示了AI军备竞赛的激烈程度，而美国在伊朗冲突中实际部署AI作战策略，则进一步强调了AI在现代冲突中的战略重要性。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️ https://t.co/C8xRkFT5oA
@business ↗
新加坡承诺投入超过10亿新元（7.82亿美元）以成为全球人工智能中心，但一些项目的架构师认为，该国目前在AI准备方面的做法可能不足。
Singapore S$1 billion AI hub investment, $782 million
新加坡正大力投资以期成为领先的AI中心，然而，内部担忧表明，尽管投入巨大，但在全面实现其AI雄心方面仍可能面临挑战。
Singapore has committed more than S$1 billion ($782 million) to become a global hub for artificial intelligence. But one of the architects of that effort says the country’s approach to AI readiness may not be sufficient. https://t.co/9qBlsnciLO
@business ↗
美国各地的公用事业公司计划投入数百亿美元用于高压输电线路建设，这主要是为了满足AI数据中心不断增长的需求。同时，中国加班人群正涌向AI助理OpenClaw完成小任务。
US utilities tens of billions, high-voltage lines, data centers demand; China OpenClaw usage
公用事业在基础设施上的巨额投资凸显了AI驱动的数据中心对能源的巨大需求，这反映了AI技术日益增长的实际影响，该技术在中国也正被广泛采用于任务管理。
Utilities around the U.S. are set to spend tens of billions of dollars on high-voltage lines, largely to meet demand from data centers https://t.co/WNXtMhLygo
@wsjbusiness ↗
本田汽车股价下跌超过6%，此前该公司预计将面临首次年度亏损。
Honda shares -6%, first annual loss
本田股价的显著下跌反映了投资者对其财务表现的担忧，预示着该公司将迎来一个充满挑战的时期，因为其正面临首次年度亏损。
Honda shares slide more than 6% as automaker faces first annual loss https://t.co/SAqRCQj29Q
@reutersasia ↗
澳大利亚生物科技公司Immutep在停止肺癌药物试验后，市值蒸发了其A$5.82亿（4.12亿美元）中的大部分，对支持该公司的悉尼对冲基金Regal造成冲击。
Immutep, A$582M market value wiped out, halted lung cancer drug trials
Immutep市值的大幅下滑凸显了生物科技投资的高风险性质以及临床试验失败的严重后果，对相关对冲基金造成了负面影响。
Sydney hedge fund Regal was dealt a fresh blow after Immutep, an Australian biotech company it backs, wiped out most of its A$582 million ($412 million) market value on Friday when it halted trials of a lung cancer drug https://t.co/i4XrFFN2cS
@business ↗
黄金矿商Northern Star在因加工厂问题下调产量指引后，股价创下六年来最大跌幅。
Northern Star, shares dropped most in 6 years, cut output guidance
此次股价大幅下跌反映了投资者对Northern Star运营问题和产量预测下调的反应，表明市场对其盈利能力和未来表现存在担忧。
Northern Star sank the most in six years after the gold miner cut output guidance due to problems at a processing mill https://t.co/ff18U0x23n
@business ↗
软银支持的支付应用PayPay在纽约首次公开募股（IPO）筹集8.8亿美元，成为十年来日本公司在美国最大规模的IPO，目前正考虑进行双重上市。
PayPay, dual listing, $880M IPO, biggest US IPO by Japanese co in decade
PayPay的成功上市和考虑双重上市，凸显了投资者对其支付应用前景的强烈信心，使其在日本和国际市场中都占据重要地位。
SoftBank-backed payments app PayPay is open to a dual listing, its CEO said, following its $880 million trading debut in New York. The IPO — the biggest in the US by a Japanese company in a decade. https://t.co/Y6Ajgv4sPi
@business ↗
香港正在提议降低同股不同权股票在香港交易所上市的最低市值门槛，以重振其作为全球首次公开募股（IPO）首选地的地位。
Hong Kong, lower minimum market value, dual-class shares, revive IPO status
这一监管改革体现了香港积极吸引更多公司、提升其IPO市场竞争力的努力，特别是对寻求同股不同权结构的高科技公司具有吸引力。
Hong Kong is proposing to lower the minimum market value for dual-class shares to debut on the city’s exchange, part of a broader push to revive its status as a premier destination for global initial public offerings https://t.co/CmUa2g6nxI
@business ↗
据《金融时报》报道，自伊朗战争爆发13天以来，美国已消耗了“数年”的弹药库存，引发了对成本上升和补充能力下降的担忧。
US burned 'years' worth of munitions, 13 days of Iran war, rapid depletion
美国弹药的快速消耗凸显了正在进行的伊朗战争的激烈程度，对美国在国防开支和供应链韧性方面构成了重大战略挑战。
BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT. Details include: 1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles 2. The rapid depletion of weaponry
@kobeissiletter ↗
美国对一艘伊朗军舰的鱼雷打击在印度引发了强烈抗议，加剧了对华盛顿如何看待其关键安全伙伴的担忧。
US torpedo strike on Iranian warship, India outcry
此次事件表明美国军事行动可能带来外交后果，特别是可能导致与印度等地区伙伴关系紧张，这些伙伴可能认为美国忽视了其安全利益。
A US torpedo strike on an Iranian warship is generating an outcry in India, adding to pressure on Prime Minister Narendra Modi and raising concerns over Washington's regard for key security partners https://t.co/YjnBjhCSxs
@business ↗
阿富汗报告称，巴基斯坦对其首都及其他省份的袭击至少造成四人死亡。同时，巴基斯坦轰炸了坎大哈机场附近的一个航空公司燃料库。
Pakistan strikes on Afghanistan, 4 killed, airline fuel depot bombed near Kandahar airport
这表明巴基斯坦和阿富汗之间的跨境冲突正在升级，导致人员伤亡并袭击关键基础设施，进一步加剧了该地区的不稳定局势。
Afghanistan said at least four people were killed in Pakistani strikes on the capital and other provinces https://t.co/Pvh0tx3OGR
@business ↗
在特朗普关税压力下，韩国批准了一项3500亿美元的美国投资计划。同时，日本及其他亚太国家也将与美国公司公布至少300亿美元的能源和矿产协议。
South Korea $350B US investment plan, Trump tariff pressure; Asia $30B energy/mineral deals with US
韩国及其他亚太国家做出的巨额经济承诺，凸显了与美国进行战略性经济合作的意愿，这可能是在特朗普关税压力下，或是为加强经济联系以应对更广泛地缘政治变化的举措。
BREAKING: South Korea approves $350,000,000,000.00 U.S. investment plan amid Trump tariff pressure.
@polymarket ↗
伊朗新任最高领袖表示将继续封锁霍尔木兹海峡，并且伊朗已扩大对海湾航运的袭击，导致数百艘滞留在海湾的油轮变得脆弱。
Iran new supreme leader, continue to block Strait of Hormuz; Iran expanded attacks, Gulf shipping, tankers stranded
伊朗的这些行动表明其有意升级海上侵略，对全球石油供应路线和波斯湾的国际航运安全构成严重威胁。
【伊朗新任最高领袖称将继续封锁霍尔木兹海峡】这份书面声明是穆杰塔巴•哈梅内伊自战争爆发以来的首次公开表态。https://t.co/3cQOu2ewjo https://t.co/m3W4cdCmSs
@ftchinese ↗
一名加密货币交易员在一笔交易中，因忽视多次滑点警告，将5000万美元变成了3.5万美元。Llamaswap声称其聚合器会阻止此类危险交易以保护用户安全。
Crypto trader turns $50 million into $35k in a single swap; Llamaswap blocks swaps for safety
这起事件突显了去中心化金融（DeFi）交易的极端风险，尤其是滑点问题，同时也强调了Llamaswap等平台提供安全功能以保护用户免受巨额损失的重要性。
JUST IN: Crypto trader turns $50 million into $35k in a single swap after ignoring multiple slippage warnings.
@polymarket ↗
参议院多数党领袖约翰·图恩表示，CLARITY法案不太可能在4月前通过参议院银行委员会。
CLARITY Act, unlikely to pass Senate Banking Committee before April
这项立法更新预示着加密货币监管框架的建立可能面临延迟，这可能会延长该行业运营企业的监管不确定性。
🇺🇸 SENATE MAJORITY LEADER JOHN THUNE SAYS CLARITY ACT UNLIKELY TO PASS SENATE BANKING COMMITTEE BEFORE APRIL
@scottmelker ↗
以太坊GitHub提交量在过去12个月内下降了75%，活跃开发者数量为4,600人，而Solana有31,869人。尽管以太坊每位开发者产生的收入是Solana的10.6倍，但人才仍在流失。
ETH GitHub commits -75% in 12 months, ETH devs 4,600 vs SOL devs 31,869, ETH 10.6x revenue per dev
以太坊开发者活动的显著下降，与Solana的增长形成鲜明对比，表明开发者偏好可能发生转变或存在人才流失挑战，尽管以太坊的收入效率更高。
ETH GitHub commits collapsed 75% in 12 months. 4,600 active devs vs SOL's 31,869. ETH generates 10.6x more revenue per developer yet talent is still leaving. market pricing ETH/SOL at 2.36 assumes this reverses. developer velocity is the leading indicator. price follows builders.
@aixbt_agent ↗
Inframarkets正在Solana上推出比特币算力预测市场，为面临超过200亿美元年度电力成本的矿工提供了首个直接对冲其运营风险的工具。
Inframarkets, BTC hashrate prediction markets, Solana, $20b+ annual electricity costs, hedging tools
这一新产品为比特币矿工引入了关键的风险管理工具，提供了对冲运营成本波动的方式，有望稳定挖矿行业的财务前景。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
中国在2026年1月至2月期间，美元计价出口同比增长21.8%，为至少三年来的最高增速，进口同比增长19.8%。
China exports +21.8% YoY (Jan-Feb 2026), imports +19.8% YoY
这一数据表明中国全球贸易正在迅速加速，出口增速较上月显著提升，显示出经济的强劲复苏势头。
China's exports in US Dollar terms jumped +21.8% YoY between January and February 2026, the highest in at least 3 years. This marks a sharp increase from the +6.6% recorded in December. At the same time, imports rose +19.8% YoY, up
@kobeissiletter ↗
CME集团负责人警告特朗普政府，在与伊朗的战争期间，若试图通过干预衍生品市场来降低油价，将面临“圣经级别的灾难”风险。
CME Group head, Trump Administration, oil prices, derivatives markets, Iran war
该警告强调了在战争时期政府干预油价的潜在危险，可能削弱市场信心并引发大规模市场混乱，尤其是在地缘政治紧张局势加剧导致油价飙升的背景下。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
日本财务大臣片山皋月表示，鉴于中东战争推高油价导致日元兑美元汇率跌至2024年7月以来最低，当局已准备好在任何情况下采取一切必要措施稳定货币。
Japanese Finance Minister Satsuki Katayama, currency measures, yen weakest since July 2024, rising oil prices
这一表态强烈暗示日本政府可能进行外汇干预，以应对油价上涨对民众日常生活和日元汇率造成的压力，反映出当局对日元持续贬值的担忧。
Japanese Finance Minister Satsuki Katayama tells reporters authorities are prepared to take all necessary measures on the currency under all circumstances, keeping in mind the impact of rising oil prices on people’s daily lives
@business ↗
由于伊朗战争引发通胀担忧，以及市场对美联储政策路径预期的改变，美国国债波动性飙升至九个月高点，交易员们也因此削减了对美联储降息的押注。
US Treasuries volatility, 9-month high, Iran war, inflation concerns, Fed policy, rate-cut hopes
市场对美联储降息的预期受到冲击，表明地缘政治冲突和油价上涨正在深刻影响全球最大的债券市场，并可能导致更长时间的高利率环境。
US Treasuries volatility jumped to a nine-month high as the Iran war fanned inflation concerns and upended traders’ expectations on the Federal Reserve’s policy path
@business ↗
由于波斯湾冲突导致石油出口受阻，世界各国领导人已决定释放紧急石油储备，以应对油价徘徊在每桶100美元左右的紧张局面。
Emergency petroleum stockpiles release, Persian Gulf oil exports, oil at $100/barrel
此举旨在缓解全球石油供应紧张和高油价的压力，显示国际社会对中东冲突影响能源市场的担忧加剧，并采取了协调一致的应对措施。
As conflict chokes off oil exports from the Persian Gulf, world leaders have decided to release emergency petroleum stockpiles. Here's what to know.
@business ↗
中国公司字节跳动已获得英伟达的顶级AI芯片。
China Bytedance, Nvidia AI chips
此举对字节跳动在AI领域的竞争力具有重要意义，同时也突显了中国科技公司在全球AI芯片供应链中的地位，尽管面临技术出口限制。
🔴 China's Bytedance obtains access to premier Nvidia AI chips - WSJ $NVDA
@financialjuice ↗
在中国，过劳人群正涌向AI助理OpenClaw完成小型任务，阿里巴巴也推出专用移动应用以帮助用户部署OpenClaw，加剧了中国科技巨头在这款病毒式智能AI助理上的竞争。
China, OpenClaw, AI assistant, Alibaba app
这表明OpenClaw在中国市场获得广泛关注和实际应用，并促使科技公司积极布局，争夺AI助理市场份额，反映了AI技术在日常生产力工具中的快速渗透。
Alibaba launched a dedicated mobile app claiming to help users install and deploy OpenClaw within minutes, stepping up a battle between China’s tech leaders to profit off the viral agentic AI assistant
@business ↗
美国正在利用包括Claude在内的AI系统来制定其AI战事策略，该策略目前正在伊朗冲突中实时展开。
US, Claude, AI warfare, Iran
这标志着美国在军事领域对人工智能的实际应用进入新阶段，将AI作为塑造和执行战争策略的关键工具，突显了AI在现代冲突中的重要性。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time.
@business ↗
软银支持的支付应用PayPay正在考虑进行双重上市，此前其在纽约的8.8亿美元首次公开募股（IPO）是日本公司十年来在美国进行的最大IPO。
PayPay, dual listing, $880M NY IPO
此举显示PayPay寻求扩大其全球市场影响力并优化融资结构，其在美IPO的成功也反映了投资者对科技支付领域和日本创新企业的兴趣。
SoftBank-backed payments app PayPay is open to a dual listing, its CEO said, following its $880 million trading debut in New York. The IPO — the biggest in the US by a Japanese company in a decade.
@business ↗
香港正在提议降低双重股权结构公司首次上市的最低市值要求，旨在重振其作为全球首次公开募股（IPO）主要目的地的地位。
Hong Kong, dual-class shares, minimum market value, IPOs
这一监管改革旨在吸引更多科技和创新型公司来港上市，提高香港在全球资本市场的竞争力，可能对未来香港IPO市场产生积极影响。
Hong Kong is proposing to lower the minimum market value for dual-class shares to debut on the city’s exchange, part of a broader push to revive its status as a premier destination for global initial public offerings
@business ↗
受中东战事紧张局势影响，印度股市开盘走低，汽车股跌幅扩大，基准指数创下15个月以来最差单周表现。
Indian shares, lower open, auto stocks, Mideast war, worst week in 15 months
这表明中东冲突对全球经济和特定区域股市造成了显著影响，导致投资者避险情绪升温，尤其对受油价波动影响较大的行业造成压力。
Indian shares extend drop on Mideast war jitters; benchmarks set for worst week in 15 months
@reutersworld ↗
据英国《金融时报》报道，自13天前伊朗战争爆发以来，美国已耗尽了“数年”的弹药库存，引发了对补给成本和储备能力的担忧。
US munitions, 'years' worth, 13 days, Iran war
这表明伊朗战争对美国军事资源造成了巨大压力，可能影响美国在全球范围内的军事部署和长期战略能力，并引发了对国防开支和生产能力的紧迫讨论。
BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT. Details include: 1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles 2. The rapid depletion of weaponry
@kobeissiletter ↗
伊朗新任最高领袖穆杰塔巴·哈梅内伊声明伊朗将继续封锁霍尔木兹海峡，同时伊朗扩大了对海湾航运的袭击，导致数百艘油轮滞留。
Iran, Supreme Leader Mojtaba Khamenei, block Strait of Hormuz, Gulf shipping attacks, stranded tankers
这一声明和行动加剧了中东地区的紧张局势，对全球石油供应构成严重威胁，并可能进一步推高国际油价，引发国际社会对航运安全的担忧。
美国对一艘伊朗军舰进行了鱼雷袭击，此事件在印度引发强烈抗议，加剧了印度总理纳伦德拉·莫迪面临的压力，并引发了对美国是否重视关键安全伙伴的担忧。
US torpedo strike, Iranian warship, India outcry
此次军事行动表明中东冲突升级，并可能导致更广泛的外交影响和地区联盟的重新考量，尤其是对美国与其盟友之间的关系造成影响。
A US torpedo strike on an Iranian warship is generating an outcry in India, adding to pressure on Prime Minister Narendra Modi and raising concerns over Washington's regard for key security partners
@business ↗
美国与中国的谈判代表将于本周末会晤，敲定特朗普总统与习近平主席峰会的框架，讨论关税、芬太尼和台湾等棘手问题。
US-China summit, Trump, Xi Jinping, tariffs, fentanyl, Taiwan
此次会议旨在为两国元首会晤铺平道路，其结果将对全球贸易关系、地区稳定和国际合作产生深远影响，反映了中美两国在多个关键领域的复杂互动。
The framework for US President Donald Trump’s summit with China’s Xi Jinping is set to be hashed out this weekend as negotiators meet to discuss thorny issues such as tariffs, fentanyl and Taiwan
@business ↗
巴基斯坦对阿富汗发动空袭，包括轰炸坎大哈机场附近的一个航空公司燃油库，造成至少四人死亡。
Pakistan strikes, Afghanistan, airline fuel depot, Kandahar airport, 4 killed
此次跨国军事行动表明地区冲突加剧，可能引发阿富汗方面的报复，并对当地的基础设施和人道状况造成进一步影响。
Pakistan bombs airline fuel depot near Kandahar airport, Afghan Taliban says
@reutersworld ↗
一名加密货币交易员在一次交易中因忽视多个滑点警告，将5000万美元变成了3.5万美元；有聚合器如Llamaswap会出于用户安全考虑阻止此类高风险交易。
Crypto trader, $50 million to $35k, single swap, slippage warnings
这一重大损失事件凸显了加密货币交易中滑点风险的巨大危害，强调了在去中心化交易中风险管理和平台安全机制的重要性。
JUST IN: Crypto trader turns $50 million into $35k in a single swap after ignoring multiple slippage warnings.
@polymarket ↗
在过去12个月中，以太坊GitHub的提交量暴跌了75%，活跃开发者从31,869人（Solana）降至4,600人，表明尽管每个开发者产生的收入更高，但人才仍在流失。
ETH GitHub commits -75% (12 months), 4,600 devs (ETH) vs 31,869 (SOL)
开发者活跃度是衡量区块链生态系统健康的关键指标，以太坊开发者数量的显著下降可能预示其长期竞争力面临挑战，而Solana则显示出强劲的开发者吸引力。
ETH GitHub commits collapsed 75% in 12 months. 4,600 active devs vs SOL's 31,869. ETH generates 10.6x more revenue per developer yet talent is still leaving. market pricing ETH/SOL at 2.36 assumes this reverses. developer velocity is the leading indicator. price follows builders.
@aixbt_agent ↗
Inframarkets正在Solana上推出比特币哈希率预测市场，旨在为矿工提供对冲哈希率波动和难度增加带来的运营风险的新工具。
Inframarkets, BTC hashrate prediction markets, Solana, miners, hedging operational risk
这一创新DeFi产品为价值200多亿美元的矿业市场提供了急需的风险对冲工具，有助于提高矿工的盈利稳定性和运营效率，也拓宽了Solana生态系统的应用场景。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
中国2026年1月至2月出口同比增长21.8%，创三年新高，进口同比增长19.8%。
China's exports +21.8% YoY, imports +19.8% YoY, Jan-Feb 2026, highest in 3 years
中国贸易数据呈现强劲加速增长，显示出尽管面临全球挑战，中国经济活动依然活跃。这一增长可能得益于全球需求回升和供应链的适应性。
China's exports in US Dollar terms jumped +21.8% YoY between January and February 2026, the highest in at least 3 years. This marks a sharp increase from the +6.6% recorded in December. At the same time, imports rose +19.8% YoY, up
@kobeissiletter ↗
CME集团负责人警告特朗普政府，在伊朗战争期间通过干预原油衍生品市场来压低油价，将引发“灾难性后果”。
CME Group head, Trump Administration, intervening in derivatives markets, oil prices, Iran war, “biblical disaster”
这一警告强调了政府干预能源衍生品市场的潜在巨大风险，特别是在地缘政治冲突期间，此类行动可能削弱市场信心并导致系统性不稳定。分析人士认为此举可能造成“大规模灾难”。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
日本财务大臣片山皋月表示，当局已准备好在任何情况下采取一切必要措施应对货币波动，并关注油价上涨对民生影响。日元兑美元汇率因中东战事推高油价而跌至2024年7月以来的最低水平。
Japanese Finance Minister Satsuki Katayama, all necessary measures on the currency, yen fell to its weakest level since July 2024, rising oil prices
日本政府正密切关注油价上涨带来的通胀压力及其对日元汇率的负面影响，并可能采取干预措施稳定货币。日元持续走弱反映了市场对能源进口成本上升的担忧。
Japanese Finance Minister Satsuki Katayama tells reporters authorities are prepared to take all necessary measures on the currency under all circumstances, keeping in mind the impact of rising oil prices on people’s daily lives https://t.co/bFyf911FEs
@business ↗
受伊朗战争引发的通胀担忧影响，美国国债波动率升至九个月高点，颠覆了交易员对美联储政策路径的预期。
US Treasuries volatility jumped to a nine-month high, Iran war fanned inflation concerns, upended traders’ expectations on the Federal Reserve’s policy path
中东冲突正在全球债券市场造成显著不确定性，导致波动性加剧，并改变了市场对美联储利率走向的判断，因为能源成本上升可能导致通胀持续高企。
US Treasuries volatility jumped to a nine-month high as the Iran war fanned inflation concerns and upended traders’ expectations on the Federal Reserve’s policy path https://t.co/g2SsvfKY3t
@business ↗
伊朗战争已推高汽油价格，导致投资者大幅削减对美联储降息的押注。同时，中东冲突阻碍贸易路线，使得空运费率显著飙升，黄金价格也因此面临周线下跌，因油价上涨抑制了降息希望。
Iran war pushes up gasoline prices, investors dramatically cut bets on Fed rate cuts, Air freight rates soar, oil price surge weighs on rate-cut hopes
中东冲突正通过多种渠道引发全球通胀压力，直接影响能源成本和供应链效率，从而促使市场重新评估美联储的货币政策路径，预计降息可能性降低。这导致黄金等非收益资产的吸引力下降。
【伊朗战争推高汽油价格，投资者大幅削减对美联储降息的押注】交易员预计美联储将按兵不动至明年夏季，这一预期降温，也对特朗普降低借贷成本的计划造成冲击。https://t.co/iKc9yPy1DH https://t.co/0lE0teDKHq
@ftchinese ↗
中国公司字节跳动已获得英伟达顶级AI芯片的访问权限。
China's Bytedance obtains access, premier Nvidia AI chips
这表明尽管存在地缘政治限制，主要的中国科技公司仍能获取先进的AI硬件，这可能通过供应链的韧性或替代获取途径实现。此举将有助于字节跳动在AI技术领域的持续发展和竞争。
🔴 China's Bytedance obtains access to premier Nvidia AI chips - WSJ $NVDA
@financialjuice ↗
美国已利用Claude等人工智能系统制定其AI作战战略，该战略目前正在伊朗战争中实时部署。
US turned to Claude and other artificial intelligence systems, shape its vision for AI warfare, In Iran that strategy is unfolding in real time
这标志着美国在军事冲突中将先进AI技术付诸实践，体现了现代战争策略的重大转变。它揭示了AI在战场决策、情报分析和行动执行中的实际应用。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️ https://t.co/C8xRkFT5oA
@business ↗
受中东战争担忧影响，印度股市开盘走低，汽车股跌幅扩大，基准指数本周有望创下15个月以来最大跌幅。
Indian shares open lower, Mideast war jitters, auto stocks extend losses, benchmarks set for worst week in 15 months
中东紧张局势升级正在对印度股市造成显著负面影响，表明投资者普遍存在担忧情绪和避险倾向。汽车行业因可能受油价上涨影响而受到尤其严重的冲击。
Indian shares extend drop on Mideast war jitters; benchmarks set for worst week in 15 months https://t.co/AzDAt240zv https://t.co/AzDAt240zv
@reutersworld ↗
据英国《金融时报》报道，伊朗战争爆发仅13天，美国就已耗尽“数年”的弹药储备，引发了对成本增加和补给能力的担忧。
US has burned through 'years' worth of munitions, 13 days, Iran war
这表明伊朗战争的强度远超预期，对美国的军事工业产能和战备能力构成严峻挑战。持续的消耗可能导致美国难以迅速补充库存，并对长期军事行动构成限制。
BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT. Details include: 1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles 2. The rapid depletion of weaponry
@kobeissiletter ↗
伊朗新任最高领袖穆杰塔巴·哈梅内伊声明，承诺将继续封锁霍尔木兹海峡，这加剧了对全球石油供应和海上贸易的风险，此前伊朗已加强了对海湾航运的袭击。
Iran's new Supreme Leader, Mojtaba Khamenei, continue to block the Strait of Hormuz, Iran expanded attacks on Gulf shipping
这是伊朗冲突中一项重大的直接威胁，表明伊朗将采取更强硬的立场，可能对全球能源市场和海上安全造成严重干扰。此前承诺的美国海军护航也未能及时到位，使得该地区油轮陷入困境。
【伊朗新任最高领袖称将继续封锁霍尔木兹海峡】这份书面声明是穆杰塔巴•哈梅内伊自战争爆发以来的首次公开表态。https://t.co/3cQOu2ewjo https://t.co/m3W4cdCmSs
@ftchinese ↗
据阿富汗塔利班称，巴基斯坦空袭了坎大哈机场附近的一个航空公司燃料库，并在阿富汗首都及其他省份的袭击中造成至少四人死亡。
Pakistan bombs airline fuel depot, Kandahar airport, Afghan Taliban says, four people killed, Pakistani strikes, Afghanistan's capital
这标志着巴基斯坦对阿富汗境内目标的直接军事行动升级，表明两国之间的紧张局势和冲突正在加剧，并已造成人员伤亡。此事件对区域稳定构成威胁。
Afghanistan said at least four people were killed in Pakistani strikes on the capital and other provinces https://t.co/Pvh0tx3OGR
@business ↗
美国总统特朗普与中国国家主席习近平峰会的框架将于本周末敲定，届时将讨论关税、芬太尼和台湾等棘手问题。
Trump’s summit with China’s Xi Jinping, this weekend, tariffs, fentanyl and Taiwan
这表明中美两国正在进行高级别外交努力，以管控复杂的双边关系。议程上的关键争议点预示着此次会谈将对全球经济和地缘政治产生深远影响。
The framework for US President Donald Trump’s summit with China’s Xi Jinping is set to be hashed out this weekend as negotiators meet to discuss thorny issues such as tariffs, fentanyl and Taiwan https://t.co/Ml8EUHKPxk
@business ↗
美国对一艘伊朗军舰发动鱼雷袭击，在印度引发强烈抗议，加剧了印度总理纳伦德拉·莫迪面临的压力，并引发了对华盛顿如何对待关键安全伙伴的担忧。
US torpedo strike, Iranian warship, outcry in India
此事件不仅是军事冲突的直接后果，更在外交层面造成连锁反应，特别是损害了美印关系，并使人们质疑美国在中东地区行动的考量。印度可能对美方行为感到不满。
A US torpedo strike on an Iranian warship is generating an outcry in India, adding to pressure on Prime Minister Narendra Modi and raising concerns over Washington's regard for key security partners https://t.co/YjnBjhCSxs
@business ↗
过去12个月，以太坊（ETH）的GitHub提交量下降了75%，活跃开发者数量为4,600人，而Solana（SOL）为31,869人。尽管以太坊每位开发者产生的收入是Solana的10.6倍，人才仍在流失。
ETH GitHub commits collapsed 75% in 12 months, 4,600 active devs vs SOL's 31,869, ETH generates 10.6x more revenue per developer
这表明以太坊生态系统面临显著的开发者人才流失问题，部分人才转向Solana等竞争链。尽管以太坊的经济效率更高，但开发者活跃度的下降可能对其未来的创新和增长构成挑战。
ETH GitHub commits collapsed 75% in 12 months. 4,600 active devs vs SOL's 31,869. ETH generates 10.6x more revenue per developer yet talent is still leaving. market pricing ETH/SOL at 2.36 assumes this reverses. developer velocity is the leading indicator. price follows builders.
@aixbt_agent ↗
Inframarkets正在Solana上推出比特币算力预测市场，为矿工提供新的对冲运营风险的工具，包括每年超过200亿美元的电力成本。
Inframarkets launching BTC hashrate prediction markets on Solana, $20b+ annual electricity costs, hedge their operational risk
这一创新为比特币矿工提供了管理盈利能力和应对网络难度及能源成本波动的全新方式，有助于加密货币金融产品市场的成熟。它也突显了Solana在支持新型DeFi应用方面的作用。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
CME集团负责人警告特朗普政府，在伊朗战争期间若试图通过干预衍生品市场来降低油价，将面临“灾难性”后果。
CME Group head, Trump Administration, intervening in derivatives markets, "biblical disaster", Iran war, oil prices
此警告表明，在当前地缘政治背景下，任何试图通过金融市场干预来控制油价的举动都被视为极具风险，可能导致市场严重不稳定。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
日本财务大臣片山皋月表示，当局准备在任何情况下采取一切必要措施应对货币波动，同时考虑到油价上涨对民众日常生活的影响。
Japanese Finance Minister Satsuki Katayama, "all necessary measures on the currency", rising oil prices
鉴于中东战事推高油价，日元汇率承压跌至新低，日本当局正密切关注并暗示可能进行干预以稳定日元，减轻油价对国民生活的影响。
Japanese Finance Minister Satsuki Katayama tells reporters authorities are prepared to take all necessary measures on the currency under all circumstances, keeping in mind the impact of rising oil prices on people’s daily lives
@business ↗
日元兑美元汇率跌至2024年7月以来的最弱水平，主要原因是中东战事深化推高了油价。
Yen, weakest level since July 2024, Middle East war, oil prices
中东冲突升级导致油价飙升，对严重依赖能源进口的日本经济构成压力，进而削弱了日元汇率。
由于中东地区不断升级的战争扰乱了对该国最大粮食市场的运输，泰国对中东的大米出口已暂停。
Thai rice exports, Middle East, halted, escalating war
中东战事直接影响了全球贸易路线和商品供应链，导致重要的粮食出口中断，可能对区域粮食安全和市场价格造成影响。
经济学家预计欧洲中央银行（ECB）将维持利率不变直至2027年，尽管通胀威胁再次浮现。
ECB, rates unchanged, through 2027, inflation threats
这一预测表明市场对欧洲央行在面对通胀压力时将采取长期稳定的货币政策持谨慎态度，可能侧重于经济的长期复苏而非短期通胀波动。
美国正利用Claude及其他人工智能系统来制定其AI作战策略，该策略已在伊朗战事中实时展开。
US, Claude, AI systems, AI warfare, Iran
这表明美国军队正积极将先进AI技术整合到军事行动中，将伊朗冲突作为AI作战策略的实战应用场景。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️
@business ↗
英伟达即将举行一场“大型AI活动”，华尔街正密切关注其潜在的公告。
Nvidia, Big AI Event
市场对英伟达此次AI盛会寄予厚望，预计将有关于AI芯片、模型或平台的重要发布，可能影响整个AI行业发展方向。
Nvidia’s Big AI Event: What Wall Street Wants to Hear
@barronsonline ↗
本田预计其作为上市公司，将经历近70年来的首次年度亏损。
Honda, first annual loss, nearly 70 years
这一重大亏损预期对本田公司而言是历史性的负面财务状况，可能反映出市场竞争加剧、原材料成本上升或全球经济放缓等多重压力。
软银支持的支付应用PayPay在纽约成功完成8.8亿美元IPO后，其CEO表示公司对双重上市持开放态度，该IPO是十年来日本公司在美国最大的一次。
PayPay, dual listing (open to), $880 million IPO, US, Japanese company, biggest in a decade
PayPay在美IPO的成功及其探索双重上市的意愿，显示出公司强劲的市场吸引力和扩张野心，尤其是在日本科技公司中表现突出。
香港正提议降低双重股权结构公司首次上市的最低市值要求，此举是其重振作为全球首次公开募股首选地地位的更广泛努力的一部分。
Hong Kong, lower minimum market value, dual-class shares, IPOs
香港此举旨在吸引更多高科技和创新型公司上市，特别是那些采用双重股权结构的公司，以增强其在全球IPO市场的竞争力。
受中东战争紧张局势影响，印度股市开盘走低，汽车股跌幅扩大，基准指数将创下15个月来的最差单周表现。
Indian shares, opened lower, auto stocks, Mideast war jitters, worst week in 15 months
地缘政治冲突对印度股市产生了直接的负面影响，特别是对汽车板块，表明投资者对区域不稳定因素和油价上涨带来的经济冲击感到担忧。
Indian shares extend drop on Mideast war jitters; benchmarks set for worst week in 15 months
@reutersworld ↗
据《金融时报》报道，伊朗战争开始仅仅13天，美国就耗尽了“数年”的弹药储备。
"years" worth of munitions, 13 days, Iran war
这一快速消耗引发了对美国弹药补给能力、库存成本上升以及军事储备快速枯竭的严重担忧。
BREAKING: The US has burned through "years" worth of munitions since start of the Iran war, just 13 days ago, per FT. Details include: 1. Concerns are reportedly mounting around rising costs and the US’ ability to replenish stockpiles 2. The rapid depletion of weaponry
@kobeissiletter ↗
在特朗普政府的关税压力下，韩国批准了一项高达3500亿美元的对美投资计划。
South Korea, $350 billion, US investment plan, Trump tariff pressure
此举被视为韩国为缓解与美国之间的贸易紧张关系，并可能争取特朗普政府在关税政策上的让步而采取的战略性经济行动。
美国对一艘伊朗军舰发动鱼雷袭击，此事件在印度引发强烈抗议，加剧了印度总理莫迪的压力，并引起外界对华盛顿如何对待其关键安全伙伴的担忧。
US torpedo strike, Iranian warship, outcry in India, pressure on Modi
这次军事行动不仅加剧了地区紧张局势，还带来了外交波澜，特别是损害了美国与印度等关键安全伙伴的关系。
A US torpedo strike on an Iranian warship is generating an outcry in India, adding to pressure on Prime Minister Narendra Modi and raising concerns over Washington's regard for key security partners
@business ↗
阿富汗塔利班表示，巴基斯坦空袭了坎大哈机场附近的一个航空公司燃料库，并在首都及其他省份发动袭击，造成至少四人死亡。
Pakistan bombs, airline fuel depot, Kandahar airport, Afghan Taliban says, 4 killed, capital, other provinces
这表明巴基斯坦与阿富汗之间的边境冲突正在升级，军事打击范围扩大，并造成人员伤亡，加剧了地区紧张。
Afghanistan said at least four people were killed in Pakistani strikes on the capital and other provinces
@business ↗
美国总统特朗普与中国国家主席习近平峰会的框架本周末将由谈判代表敲定，讨论议题包括关税、芬太尼和台湾问题。
Trump-Xi summit, framework, weekend, tariffs, fentanyl, Taiwan
这次会晤前的谈判标志着两国在关键分歧领域（如贸易和地缘政治敏感问题）进行高层外交接触的准备工作，可能对未来的中美关系走向产生重要影响。
汇丰银行和渣打银行预计将成为香港首批获得许可的稳定币发行商。
HSBC, Standard Chartered, first licensed stablecoin issuers, Hong Kong
这标志着香港在推动加密货币合法化和机构采用方面迈出了重要一步，表明传统金融巨头在受监管框架下积极进入数字资产领域。
以太坊（ETH）的GitHub提交量在过去12个月中下降了75%，活跃开发者数量为4600人，而Solana（SOL）则有31869人。
ETH GitHub commits -75% (12 months), ETH active devs 4,600, SOL active devs 31,869, ETH generates 10.6x more revenue per developer yet talent is still leaving
尽管以太坊的每开发者收入远高于Solana，但其开发者活跃度和数量的显著下降，可能预示着开发者生态系统正在向竞争对手倾斜，这一指标被认为是价格走势的领先信号。
ETH GitHub commits collapsed 75% in 12 months. 4,600 active devs vs SOL's 31,869. ETH generates 10.6x more revenue per developer yet talent is still leaving. market pricing ETH/SOL at 2.36 assumes this reverses. developer velocity is the leading indicator. price follows builders.
@aixbt_agent ↗
日本政府宣布将于3月16日释放国家石油储备。
Japan release oil reserves on March 16th.
此举旨在缓解中东战事导致全球油价上涨带来的压力，显示日本积极应对能源市场波动的决心。
Japan decides to release oil reserves on March 16th - Kyodo
@financialjuice ↗
CME集团负责人警告特朗普政府，在中东与伊朗的战争期间，若试图通过干预衍生品市场来降低油价，将面临“圣经式灾难”的风险。
CME Group head warns Trump Administration risks “biblical disaster” intervening in derivatives markets to lower oil prices.
这一警告凸显了市场对政府通过非常规手段干预油价的担忧，尤其是在地缘政治紧张局势下，此类干预可能导致市场失衡和严重后果。
BREAKING: The head of CME Group has warned the Trump Administration it risks a “biblical disaster” if it attempts to lower oil prices by intervening in derivatives markets during the war with Iran.
@kobeissiletter ↗
受中东战事导致油价上涨影响，日元兑美元汇率跌至2024年7月以来的最低水平。日本财政部长表示已准备好应对日元剧烈波动，而首相高市表示经济和财政管理不以汇率为目标。
Yen weakest since July 2024; Japan finance minister ready to act against sharp swings; PM Takaichi: Economic and fiscal management not aimed at forex.
日元持续走弱引发日本政府高度关注，尽管官员口头警告可能干预，但其对汇率政策的复杂表态显示出干预的审慎态度。持续的地缘政治紧张和油价高企将是日元面临的关键外部压力。
The yen fell to its weakest level since July 2024 as a deepening war in the Middle East pushes up oil prices
@business ↗
印度卢比因油价上涨风险而跌至历史最低点。分析师预测，若伊朗战争持续，卢比可能跌至95。印度储备银行（RBI）预计将采取措施平抑波动，远期溢价也暗示即将进行外汇互换操作。
Rupee hits all-time low; analysts expect fall to 95 if Iran war drags on; RBI to temper moves; impending RBI FX swap suggested by forward premiums.
卢比的急剧贬值反映了市场对中东冲突及其对油价影响的担忧。印度央行面临稳定汇率的压力，市场预计其将通过外汇操作来管理汇率波动。
Rupee hits all-time low; analysts expect fall to 95 if Iran war drags on
@reutersasia ↗
由于中东冲突阻碍贸易路线，全球空运费正在飙升。
Air freight rates soar as Middle East conflict blocks trade routes.
中东地区持续的地缘政治紧张局势，正通过供应链和物流成本，对全球贸易和消费者物价造成直接影响。
Air freight rates soar as Middle East conflict blocks trade routes
@reutersworld ↗
本田公司预计将录得上市近70年来的首次年度亏损。
Honda expects its first annual loss in nearly 70 years as a listed company.
这一预期对本田而言是一个重要的负面里程碑，可能反映了其在当前全球汽车市场，特别是在电动化转型和供应链压力下面临的严峻挑战。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@polymarket ↗
软银支持的支付应用PayPay首席执行官表示，该公司在纽约首次公开募股（IPO）筹集8.8亿美元后，正考虑进行双重上市，这是十年来日本公司在美国最大规模的IPO。
PayPay open to dual listing; $880 million NY debut (largest US IPO by Japanese co. in a decade).
PayPay的成功IPO和潜在的双重上市计划，凸显了其在全球资本市场的吸引力，也反映了软银在全球科技投资方面的持续影响力。
SoftBank-backed payments app PayPay is open to a dual listing, its CEO said, following its $880 million trading debut in New York. The IPO — the biggest in the US by a Japanese company in a decade.
@business ↗
印度股市低开并持续下跌，汽车股也遭受损失，受中东战争担忧情绪影响，基准指数将录得15个月来最差周表现。同时，由于油价飙升影响降息预期，黄金价格也将录得周度下跌。
Indian shares open lower, extend drops; auto stocks extend losses; worst week in 15 months for benchmarks; Gold set for weekly drop.
中东冲突带来的地缘政治风险和油价上涨，正对印度股市造成显著冲击，引发投资者对宏观经济和企业盈利的担忧，同时也影响了对避险资产如黄金的需求。
Indian shares extend drop on Mideast war jitters; benchmarks set for worst week in 15 months
@reutersworld ↗
香港正提议降低双重股权结构公司在港交所上市的最低市值门槛，此举旨在重振其作为全球首次公开募股（IPO）主要目的地的地位。
Hong Kong proposes lowering minimum market value for dual-class shares IPOs.
这一监管政策的调整，是香港为了吸引更多科技和创新公司上市，增强其在全球资本市场竞争力的重要举措，尤其是在与美国等市场的竞争中。
Hong Kong is proposing to lower the minimum market value for dual-class shares to debut on the city’s exchange, part of a broader push to revive its status as a premier destination for global initial public offerings
@business ↗
2026年前两个月，特斯拉在中国的销量有所增长，而比亚迪的销量则有所下降。
Tesla China sales climb, BYD sales drop in Jan-Feb 2026.
这一数据表明，在中国这一关键的电动汽车市场，特斯拉的市场表现可能正在超越其主要竞争对手比亚迪，反映出市场份额和消费者偏好的动态变化。
Tesla's China sales climb in the first two months of 2026 while BYD numbers drop
@cnbc ↗
面对特朗普政府的关税压力，韩国批准了一项3500亿美元的对美投资计划。
South Korea approves $350,000,000,000.00 U.S. investment plan amid Trump tariff pressure.
这一巨额投资计划被视为韩国在高压下对美方关税政策的回应，旨在巩固双边经济关系，并可能寻求缓解未来的贸易紧张局势。
BREAKING: South Korea approves $350,000,000,000.00 U.S. investment plan amid Trump tariff pressure.
@polymarket ↗
阿富汗塔利班称，巴基斯坦轰炸了坎大哈机场附近的一处航空公司燃料库。
Pakistan bombs airline fuel depot near Kandahar airport.
这一军事行动表明巴基斯坦与阿富汗塔利班之间的边境紧张局势升级，可能对地区稳定造成进一步影响。
Pakistan bombs airline fuel depot near Kandahar airport, Afghan Taliban says
@reutersworld ↗
美国授予了临时豁免，允许购买已在海上的俄罗斯原油和燃料（约30艘油轮位于亚洲水域）。日本工业省官员表示，在美方发布30天制裁豁免后，日本将考虑是否购买俄罗斯原油。
US grants temporary waiver for Russian crude (30 tankers in Asian waters); Japan considering purchase.
此举旨在缓解全球石油供应紧张，但引发了对西方制裁联盟内部协调的疑问。日本的考虑表明部分国家可能抓住机会填补能源缺口。
Russian crude oil and fuel on about 30 tankers in Asian waters is potentially available for purchase after the US granted a temporary waiver to buy cargoes that were already at sea
@business ↗
汇丰银行和渣打银行有望成为香港首批获得许可的稳定币发行商之一。
HSBC and Standard Chartered set to be first licensed stablecoin issuers in Hong Kong.
这一进展标志着香港在加密货币监管和主流金融机构采用方面的重大一步，可能促进稳定币在亚洲市场的合法化和更广泛应用。
HSBC and Standard Chartered are set to be among the first licensed stablecoin issuers in Hong Kong
@business ↗
以太坊（ETH）的GitHub提交量在12个月内下降了75%，活跃开发者数量为4600人，远低于Solana的31869人。尽管以太坊的每位开发者收入是Solana的10.6倍，但人才仍在流失。
ETH GitHub commits collapsed 75% in 12 months; 4,600 active ETH devs vs SOL's 31,869; ETH 10.6x more revenue per developer.
以太坊核心开发者活动的显著下降，可能预示着对其长期创新能力和生态系统活力的担忧。尽管其经济效益仍高，但开发者向其他链的流失，可能会影响其在竞争日益激烈的公链赛道中的地位。
ETH GitHub commits collapsed 75% in 12 months. 4,600 active devs vs SOL's 31,869. ETH generates 10.6x more revenue per developer yet talent is still leaving. market pricing ETH/SOL at 2.36 assumes this reverses. developer velocity is the leading indicator. price follows builders.
@aixbt_agent ↗
日本政府决定于3月16日释放国家石油储备。同时，在美国发布了为期30天的制裁豁免后，日本经济产业省官员表示将考虑采购部分在亚洲水域的俄罗斯原油和燃料。
Japan oil reserves release, March 16th; US 30-day sanctions waiver; Russian crude consideration
日本此举旨在应对全球能源市场因中东冲突和制裁变化带来的不确定性，尤其是在美国放宽对俄罗斯石油的临时限制后，为能源供应寻求多元化。
Japan decides to release oil reserves on March 16th - Kyodo
@financialjuice ↗
受伊朗战争导致油价飙升影响，从曼谷到马尼拉的东南亚多国政府官员正在推行居家办公和节油措施。马来西亚第二财政部长Amir Hamzah Azizan表示，该国的补贴支出将因此增加。
Southeast Asia; Bangkok, Manila; work-from-home mandates; fuel-saving steps; oil spikes; Iran war; Malaysia subsidy bill increase
中东冲突正通过油价上涨对东南亚地区的日常生活和政府财政产生直接影响，促使各国政府采取应对措施以减轻经济压力。
From Bangkok to Manila, officials roll out work-from-home mandates and fuel-saving steps as oil spikes, showing how the Iran war is hitting daily life in Southeast Asia
@business ↗
日本财务大臣表示已准备好应对日元大幅波动，而首相高市表示，日本的经济和财政管理并非旨在影响外汇市场。
Japan finance minister; yen swings; PM Takaichi; forex
日本官方就日元汇率表态，既强调了在必要时干预市场的决心，又试图消除市场对其经济政策以操纵汇率为目的的担忧。
Japan ready to act against sharp yen swings, finance minister says https://t.co/rVQNyJpI6G https://t.co/rVQNyJpI6G
@reutersworld ↗
英国经济在2026年1月份未能实现增长。
UK economy; fails to grow; January
该数据表明英国经济增长面临挑战，可能对未来的货币政策和财政刺激措施产生影响。
UK economy fails to grow in January https://t.co/XBAO7wBxFv
@cnbc ↗
印度卢比兑美元跌至历史新低，并受油价上涨风险影响，印度央行（RBI）可能采取干预措施。高盛经济学家警告称，如果伊朗战争导致油价升至每桶130美元，南非兰特也将面临持续压力。
Indian Rupee all-time low; oil risks; RBI; Rand pressure; $130 per barrel oil price forecast; Iran war
中东战事推高油价，对主要新兴市场货币构成显著下行压力，促使投资者关注央行应对措施及更广泛的经济风险。
Rupee hits all-time low; analysts expect fall to 95 if Iran war drags on https://t.co/x6goozrI2g
@reutersasia ↗
本田（Honda）预计将录得其作为上市公司近70年来的首次年度亏损。
Honda; first annual loss; nearly 70 years
这一预测表明本田面临严峻的经营挑战，可能对其股价和未来战略产生负面影响，也可能预示着汽车行业更广泛的困境。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@polymarket ↗
2026年前两个月，特斯拉在中国的销量有所增长，而比亚迪（BYD）的销量则出现下降。
Tesla China sales climb; BYD numbers drop; first two months of 2026
该数据反映了中国电动汽车市场竞争格局的变化，特斯拉表现出韧性，而比亚迪则面临挑战，这可能影响两家公司在中国市场的份额和投资者信心。
Tesla's China sales climb in the first two months of 2026 while BYD numbers drop https://t.co/J9AGpk7VWI
@cnbc ↗
大众汽车（VW）正寻求在中国市场复苏，其与小鹏汽车（Xpeng）合作开发的首款车型已开始量产。
VW; Xpeng; China comeback; first model; mass production
此举标志着大众汽车在中国市场采取新的竞争策略，通过与本土品牌合作，以期扭转颓势并抢占市场份额，对两家公司的未来业绩均有重要影响。
VW targets China comeback as first model with Xpeng starts mass production https://t.co/okarkkXcrH
@reutersasia ↗
随着煤炭价格变化，嘉能可（Glencore）再次燃起重启与力拓（Rio Tinto）交易的希望。
Glencore; Rio Tinto; deal hopes; coal prices
这一消息暗示全球采矿业可能发生重大并购，煤炭价格的波动是推动潜在交易复苏的关键因素，可能对全球大宗商品市场格局产生影响。
Exclusive: Glencore raises hope of reviving Rio Tinto deal as coal prices turn https://t.co/HssNPu1dMk https://t.co/HssNPu1dMk
@reutersworld ↗
受中东战争担忧影响，印度股市进一步下跌，基准指数有望创下15个月以来最差的单周表现。
Indian shares drop; Middle East war jitters; worst week in 15 months
地缘政治紧张局势正显著影响印度市场情绪，导致投资者避险情绪上升，股市面临抛售压力。
Indian shares extend drop on Mideast war jitters; benchmarks set for worst week in 15 months https://t.co/AzDAt240zv https://t.co/AzDAt240zv
@reutersworld ↗
阿富汗塔利班声称巴基斯坦轰炸了坎大哈机场附近的一个航空公司燃料库。
Pakistan; Kandahar airport; airline fuel depot; Afghan Taliban
此事件标志着巴基斯坦和阿富汗塔利班之间的军事冲突升级，可能导致地区紧张局势进一步加剧。
Pakistan bombs airline fuel depot near Kandahar airport, Afghan Taliban says https://t.co/ke8PqfsJHO
@reutersasia ↗
由于中东战争升级，航运受阻，泰国对中东地区的大米出口被迫中断，而中东是泰国大米的最大市场。
Thai rice exports; Middle East; halted; escalating war
这一事件表明中东冲突正在对全球商品贸易链产生具体影响，直接冲击了泰国的重要农产品出口，可能导致地区粮食供应紧张。
Thai rice exports to the Middle East were halted as the escalating war disrupts shipments to the nation’s largest market for the grain https://t.co/nsJUN0bFOG
@business ↗
摩根大通（JPMorgan）报告称，自伊朗战争以来，比特币ETF出现资金流入，而黄金ETF则出现资金流出。
JPMorgan; $BTC ETFs inflows; Gold ETFs outflows; Iran War
这一数据表明，在地缘政治不确定性加剧的背景下，投资者对资产的偏好发生转变，比特币作为避险或另类投资的吸引力正在增强。
JPMORGAN SAYS $BTC ETFS SEE INFLOWS WHILE GOLD ETFS SEE OUTFLOWS SINCE IRAN WAR
@scottmelker ↗
汇丰银行（HSBC）和渣打银行（Standard Chartered）有望成为香港首批获得许可的稳定币发行商。
HSBC; Standard Chartered; stablecoin issuers; Hong Kong
此举标志着香港在加密货币监管方面迈出重要一步，大型传统金融机构的参与将推动稳定币在主流金融领域的应用，并可能增强香港作为亚洲加密中心的地位。
HSBC and Standard Chartered are set to be among the first licensed stablecoin issuers in Hong Kong https://t.co/EZJPC6RLsGM
@business ↗
在过去12个月中，以太坊（ETH）的GitHub提交量暴跌了75%，活跃开发者数量为4,600人，远低于Solana（SOL）的31,869人。尽管以太坊每位开发者产生的收入是Solana的10.6倍，但人才仍在流失。
ETH GitHub commits -75% in 12 months; 4,600 active devs vs SOL 31,869; ETH 10.6x revenue per developer
此数据表明以太坊的开发者生态系统面临挑战，尽管其经济效益较高，但开发者活跃度的大幅下降可能预示着长期增长动力的潜在问题。
ETH GitHub commits collapsed 75% in 12 months. 4,600 active devs vs SOL's 31,869. ETH generates 10.6x more revenue per developer yet talent is still leaving. market pricing ETH/SOL at 2.36 assumes this reverses. developer velocity is the leading indicator. price follows builders.
@aixbt_agent ↗
日本宣布将从国家和私人储备中释放约8000万桶石油，最早可能在下周开始执行。
Japan, 80 million barrels, state and private reserves, starting next week
这一大规模释放石油的举措是日本为应对能源供应担忧和稳定油价而采取的重要措施。
Japan announced this week it would release about 80 million barrels of oil from its state and private reserves, and it could start as soon as next week https://t.co/jqL358IyEP
@business ↗
英国经济在1月份意外未能增长，显示出在中东冲突可能对消费者和企业造成新打击之前，经济活动已开始停滞。
UK economy, failed to grow, January
这表明英国年初的经济活动疲软，且在中东冲突的全面影响显现之前，经济已面临挑战。
The UK economy unexpectedly failed to grow in January, suggesting activity was stalling even before conflict in the Middle East threatened to deliver a fresh blow to consumers and businesses https://t.co/3HqvJtF4BS
@business ↗
印度卢比兑美元汇率跌至历史新低，分析师预计如果伊朗战争持续，卢比可能跌至95。
Indian Rupee, all-time low, Iran war, fall to 95
卢比的贬值凸显了印度经济在全球压力下的脆弱性，特别容易受到伊朗战争及其对油价影响的冲击。
Rupee hits all-time low; analysts expect fall to 95 if Iran war drags on https://t.co/x6goozrI2g
@reutersasia ↗
德国化工行业警告称，伊朗战争的冲击波已开始波及欧洲最大经济体，对德国经济造成负面影响。
Germany's chemical industry, Iran war, shockwaves, Europe's largest economy
这一警告表明中东冲突正在对德国的工业基础产生切实的经济后果，可能预示更广泛的欧洲经济挑战。
Germany’s chemical industry warned shockwaves from the Iran war are beginning to ricochet through Europe’s largest economy https://t.co/3DE9kkuvSe
@business ↗
由于中东冲突阻塞了贸易路线，导致全球空运费急剧飙升。
Air freight rates, soar, Middle East conflict, blocks trade routes
中东冲突对全球物流和供应链造成直接影响，显著增加了企业的运输成本。
Air freight rates soar as Middle East conflict blocks trade routes https://t.co/7iUDY81eoT https://t.co/7iUDY81eoT
@reutersworld ↗
Unusual Whales通过其新的MCP服务器，为AI助手Claude提供了实时访问完整期权和股票市场数据的权限。
Claude, Unusual Whales MCP Server, live, structured market data (options and equities)
这标志着AI与实时金融市场数据集成方面的一项重大进展，为开发交易机器人和金融仪表板等新应用奠定了基础。
BREAKING: We’ve given Claude direct access to the full options and equities market. Introducing the Unusual Whales MCP Server. It connects any AI assistant to live, structured market data in real time. Build a trading bot. A finance dashboard. Build whatever you want. Thread: https://t.co/b8Npz4Ht1Z
@unusual_whales ↗
中国药品监管机构已批准Neuracle Technology的脑植入物，用于治疗部分瘫痪的成年患者。
China drug regulator, Neuracle Technology, brain implant, partially paralyzed adult patients
这一重要的监管批准标志着中国在先进神经接口技术领域取得进展，有望为瘫痪患者提供新的治疗方案。
中国对OpenClaw AI代理最初表现出热情，曾导致相关科技股飙升，但现在北京正在限制其在政府机构和大型银行中的使用。
China, OpenClaw AI agent, tech companies soaring, Beijing limiting uses, government agencies, largest banks
这表明尽管私人部门对OpenClaw兴趣浓厚，但中国政府可能出于数据安全或主权考虑，对外国AI技术实施了严格控制。
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks https://t.co/N1m5KfGZop https://t.co/vk214QlHyC
@business ↗
本田汽车预计将录得上市近70年来的首次年度亏损。
Honda, annual loss, nearly 70 years
这一预测表明本田正面临重大的财务挑战，可能与全球市场变化或特定经营压力有关。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@polymarket ↗
2026年前两个月，特斯拉在中国的销量有所增长，而比亚迪的销量则出现下降。
Tesla China sales climb, BYD numbers drop, first two months of 2026
这表明特斯拉在中国这一关键市场正在对主要竞争对手比亚迪取得市场份额，反映了竞争格局的变化。
Tesla's China sales climb in the first two months of 2026 while BYD numbers drop https://t.co/J9AGpk7VWI
@cnbc ↗
大众汽车与小鹏合作的首款车型已开始量产，旨在帮助大众在中国市场重拾竞争力。
VW, China comeback, Xpeng, first model, mass production
大众汽车正通过与小鹏的合作，在中国竞争激烈的电动汽车市场推出新的战略，以期夺回市场份额。
VW targets China comeback as first model with Xpeng starts mass production https://t.co/okarkkXcrH
@reutersasia ↗
俄罗斯油轮集团Sovcomflot报告称，2025年净亏损达6.484亿美元。
Sovcomflot, 2025 net loss, $648.4 million
这表明俄罗斯最大的航运公司正面临重大的财务困境，可能受到制裁和市场环境的综合影响。
Russian tanker group Sovcomflot says 2025 net loss at $648.4 mln https://t.co/8XF24Ciwv7 https://t.co/8XF24Ciwv7
@reutersbiz ↗
印度股市跌幅扩大，基准指数本周可能创下15个月来的最大跌幅，原因是中东战争引发的市场担忧。
Indian shares, extend drop, worst week in 15 months, Mideast war jitters
中东地缘政治紧张局势正严重冲击印度股市，导致市场出现大幅下跌。
Indian shares extend drop on Mideast war jitters; benchmarks set for worst week in 15 months https://t.co/AzDAt240zv https://t.co/AzDAt240zv
@reutersworld ↗
以色列国防军在伊朗设拉子和德黑兰对弹道导弹储存与生产设施以及防空系统生产基地进行打击。
Shiraz, Tehran, ballistic missile storage and production, aerial defense array
以色列国防军宣称持续打击伊朗的军事目标，包括关键的武器生产和储存设施。
以色列国防军对黎巴嫩南部和贝鲁特的真主党基础设施及金融资产，包括“Al-Quard Al-Hassan”协会，进行了打击，有效中断了其运作。
Hezbollah infrastructure, southern Lebanon, Beirut, "Al-Quard Al-Hassan" Association
以色列国防军报告称，此次行动旨在削弱真主党的金融和作战能力，对其在黎巴嫩的活动造成了显著干扰。
美国五角大楼正在从高盛和摩根大通等银行招募银行家，以组建一个新的“经济防御部门”。
Pentagon, Goldman Sachs, JPMorgan, "Economic Defense Unit"
此举表明美国国防战略正在拓展到经济领域，旨在利用金融专业知识进行经济战或保护。
Pentagon mobilizing Deal Team Six 👔🪖 https://t.co/fpA23JduBL [QT @FirstSquawk: PENTAGON IS RECRUITING BANKERS FROM GOLDMAN SACHS AND JPMORGAN FOR A NEW "ECONOMIC DEFENSE UNIT," ACCORDING TO SEMAFOR.]
@beffjezos ↗
美国总统特朗普再次对伊朗发出威胁，称“走着瞧”，导致股市进一步下跌，油价维持在每桶100美元以上。
Trump, Iran, "watch what happens", stocks decline, oil prices above $100 a barrel
美伊紧张局势的持续升级直接导致市场波动加剧和国际油价高企，投资者对周末风险保持警惕。
Trump warns Iran to “watch what happens” in latest threat, and stocks extend their declines as investors remain wary of risks heading into the weekend with oil prices holding above $100 a barrel. Get the latest news and analysis in our live blog: https://t.co/KumXLwb2wz
@business ↗
针对有报道称特朗普总统可能在本月北京之行后批准一项价值140亿美元的对台军售协议，中国呼吁美国停止向台湾出售武器。
China, US, Taiwan, weapons sales, Trump, $14 billion deal
这一事件突显了中美在台湾问题上的持续紧张，中方对美国潜在的大规模军售采取了先发制人的回应。
摩根大通报告称，自伊朗战争爆发以来，比特币ETF持续流入，而黄金ETF则出现资金流出。
JPMorgan, BTC ETFs inflows, Gold ETFs outflows, Iran war
这表明投资者情绪发生了转变，在当前地缘政治不确定性下，比特币可能被视为避险资产或黄金的替代品。
JPMORGAN SAYS $BTC ETFS SEE INFLOWS WHILE GOLD ETFS SEE OUTFLOWS SINCE IRAN WAR
@scottmelker ↗
汇丰银行和渣打银行有望成为香港首批获得许可的稳定币发行商。
HSBC, Standard Chartered, first licensed stablecoin issuers, Hong Kong
香港正在推进稳定币的监管和应用，主要银行将率先进入这一领域，预示着加密货币与主流金融的进一步融合。
HSBC and Standard Chartered are set to be among the first licensed stablecoin issuers in Hong Kong https://t.co/EZ3P6RLsGM
@business ↗
全球油价维持在每桶100美元以上，已导致德国化工行业发出经济冲击波预警，并威胁到泰国因旅游业、出口疲软和能源价格上涨而面临的三重打击，东南亚多国城市已采取居家办公和节油措施。
Oil above $100 a barrel; Germany's chemical industry; Thailand's growth; Southeast Asia WFH/fuel-saving
油价高企是当前全球经济面临的核心风险，不仅直接推高了多国通胀压力，也迫使政府和企业采取应对措施，对欧洲最大经济体德国及东南亚国家的增长构成显著威胁。
Germany’s chemical industry warned shockwaves from the Iran war are beginning to ricochet through Europe’s largest economy
@business ↗
日本计划于3月16日开始，从国家和私人储备中释放约8000万桶石油；同时，欧盟战略石油储备管理者也计划进行储备释放。
Japan release oil reserves, March 16th, 80 million barrels; EU strategic oil reserve managers plan release
鉴于全球油价高企和地缘政治冲突对能源供应的冲击，日本和欧盟的石油储备释放旨在缓解市场压力，稳定供应，但其长期效果仍待观察。
Japan announced this week it would release about 80 million barrels of oil from its state and private reserves, and it could start as soon as next week
@business ↗
英国经济在一月份意外停滞，未能实现增长，这表明在中东冲突的全面影响显现之前，经济活动已趋于停滞。
UK economy, unexpectedly stalls/failed to grow, January
一月份的经济数据表明英国经济面临内生增长乏力的问题，而中东冲突带来的外部风险可能进一步加剧下行压力。
The UK economy unexpectedly failed to grow in January, suggesting activity was stalling even before conflict in the Middle East threatened to deliver a fresh blow to consumers and businesses
@business ↗
印度卢比创下历史新低，受油价上涨风险的压力，分析师预计如果伊朗战争持续，卢比可能进一步跌至95。
Rupee, all-time low, fall to 95 (forecast), Iran war, oil risks
卢比的贬值反映了印度经济对油价波动的高度敏感性，持续的地缘政治紧张局势可能对印度货币稳定构成长期挑战。
Rupee hits all-time low; analysts expect fall to 95 if Iran war drags on
@reutersasia ↗
欧元兑美元汇率下跌0.4%，至1.1467美元，创下七个多月以来的最低水平。
Euro slipped 0.4%, $1.1467, lowest in more than seven months
欧元走弱可能反映了投资者对欧洲经济前景以及中东冲突对其影响的担忧，导致资金流向更安全的资产。
The euro slipped as much as 0.4% to $1.1467, its lowest level in more than seven months
@business ↗
TikTok母公司字节跳动已获得顶级英伟达芯片的采购权限。
Bytedance, access to top Nvidia chips
字节跳动获得高端英伟达芯片，对其AI研发和数据中心扩展至关重要，可能进一步提升其在全球AI领域的竞争力。此举也反映了尽管地缘政治紧张，部分中国科技公司仍能确保关键硬件供应。
Tiktok parent Bytedance gets access to top Nvidia chips - WSJ. $NVDA
@financialjuice ↗
中国市场对OpenClaw AI代理的热情曾推高相关科技公司股价，但北京现已开始限制其在政府机构和大型银行中的使用。
China, OpenClaw AI agent, Beijing limiting use, government agencies, large banks
中国政府对OpenClaw AI的限制表明了对AI技术潜在风险的谨慎态度，尤其是在敏感的政府和金融部门，这可能影响AI代理技术在中国市场的全面普及和发展模式。
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks
@business ↗
本田预计将录得上市近70年来的首次年度亏损。
Honda, first annual loss, nearly 70 years
这一预测反映出全球汽车行业面临的严峻挑战，可能源于供应链问题、电动汽车转型成本或市场需求变化，对本田的长期战略和盈利能力构成重大考验。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@polymarket ↗
大众汽车与小鹏汽车合作的首款车型已启动大规模生产，旨在帮助大众在中国市场实现复苏。
VW, Xpeng, first model, mass production, China comeback
大众与小鹏的合作车型进入量产，标志着大众在中国电动汽车市场采取积极的本土化战略，以应对日益激烈的竞争，并希望借此扭转在华颓势。
VW targets China comeback as first model with Xpeng starts mass production
@reutersasia ↗
2026年前两个月，特斯拉在中国的销量有所增长，而竞争对手比亚迪的销量则出现下滑。
Tesla, China sales climb, first two months 2026, BYD numbers drop
中国电动汽车市场的竞争格局正在发生变化，特斯拉在年初取得了领先，而比亚迪则面临挑战，这可能预示着全年市场份额的波动。
Tesla's China sales climb in the first two months of 2026 while BYD numbers drop
@cnbc ↗
Star Capital计划以每股17欧元的价格发行1765万股股票，对Vincorion公司的估值达到8.5亿欧元。
Star Capital, 17.65 million shares, €17 apiece, Vincorion, market cap €850 million
这次股票发行揭示了Vincorion的市场估值，是其融资或上市计划的重要一步，也反映了投资者对其未来增长潜力的信心。
Star Capital is offering 17.65 million shares at a €17 apiece, which values Vincorion at a market capitalization of €850 million
@business ↗
随着投资者对地缘政治风险的担忧持续存在，全球股市普遍下跌，斯托克欧洲600指数下跌0.8%，同时油价维持在每桶100美元以上。
Global stocks extend declines, Stoxx Europe 600 fell 0.8%, oil prices above $100 a barrel
地缘政治紧张局势和高油价正在对全球市场情绪产生负面影响，导致投资者避险情绪上升，股市面临下行压力。
Trump warns Iran to “watch what happens” in latest threat, and stocks extend their declines as investors remain wary of risks heading into the weekend with oil prices holding above $100 a barrel.
@business ↗
以色列国防军继续对伊朗发动袭击，目标包括设在设拉子的地下弹道导弹储存和生产设施，以及德黑兰的防空阵列中心基地和多个武器生产基地。
IDF strikes, Shiraz, Tehran, ballistic missile storage/production, aerial defense array, weapons production
这些袭击表明冲突持续升级，以色列正通过直接打击伊朗的军事和生产能力，试图削弱其军事潜力，并可能进一步加剧地区紧张。
🎯STRIKES AGAINST THE IRANIAN TERROR REGIME CONTINUE 📍Shiraz, southern Iran: An underground facility for ballistic missile storage and production 📍Tehran: A central base for aerial defense array & several production sites for weapons, aerial defense systems, and ballistic https://t.co/qbPdkJPOZg
@idf ↗
以色列国防军打击了黎巴嫩南部真主党的军事基础设施，并在贝鲁特袭击了“Al-Quard Al-Hassan”协会及其他重要的真主党金融资产，有效且彻底地扰乱了其运营。
IDF struck, Hezbollah infrastructure, southern Lebanon, Beirut, "Al-Quard Al-Hassan" Association, financial assets, disrupted operations
以色列针对真主党金融和基础设施的打击，旨在削弱其行动能力和资金来源，可能对该组织在黎巴嫩的运作和地区影响力产生重大影响。
🎯STRUCK: Hezbollah’s infrastructure across southern Lebanon: 📍Beirut: Assets of the “Al-Quard Al-Hassan”” Association and other significant financial assets of Hezbollah were struck. The recent strikes against the association have effectively and completely disrupted its https://t.co/g6BRa5LHjD
@idf ↗
美国总统特朗普扬言将对伊朗发动更多袭击，并在七国集团通话中声称伊朗“即将投降”，同时在一篇评论文章中提到一起针对伊朗小学的意外轰炸。
Trump threatened Iran, G7 call, Iran "about to surrender", accidental bombing, Iranian elementary school
特朗普的强硬言论和对伊朗的军事威胁，以及意外轰炸事件，共同表明美伊冲突已高度升级，可能导致更多不可预测的后果。
US President Donald Trump threatened Iran with further attacks after the Islamic Republic’s new leader signaled defiance and suggested there would be no easing of a war that’s upending energy flows and global markets
@business ↗
五角大楼正在从高盛和摩根大通等银行招募银行家，以组建一个新的“经济防御部门”。
Pentagon, recruiting bankers, Goldman Sachs, JPMorgan, "Economic Defense Unit"
这一新部门的设立表明美国正加强金融战备，旨在利用金融工具应对地缘政治挑战，可能涉及对敌对国家实施经济制裁或防御金融攻击。
Pentagon mobilizing Deal Team Six 👔🪖 https://t.co/fpA23JduBL [QT @FirstSquawk: PENTAGON IS RECRUITING BANKERS FROM GOLDMAN SACHS AND JPMORGAN FOR A NEW "ECONOMIC DEFENSE UNIT," ACCORDING TO SEMAFOR.]
@beffjezos ↗
针对有报道称特朗普可能批准一项价值140亿美元的对台军售协议，中国呼吁美国停止向台湾出售武器。
China, US, stop selling weapons to Taiwan, Trump, $14 billion deal
中国此举是针对美国潜在军售的强烈外交回应，强调台湾问题在中美关系中的敏感性，并可能进一步加剧两国之间的紧张关系。
China called on the US to stop selling weapons to Taiwan after a report that Trump could sign off on a $14 billion deal after his trip to Beijing later this month
@business ↗
x402支付协议处理了1.2亿笔交易，平均交易成本0.06美元，其中燃料费为0.015美元（25%开销）。Mode Network在48小时内注册了21,500个代理，拥有63,000名用户，其虚拟产品通过代理间交易创造了300万美元收入。
x402 payment protocol, 120m transactions, avg tx $0.06, $0.015 gas, 25% overhead; Mode Network, 21,500 agents (48h), 63,000 users; Virtuals, $3m agent-to-agent revenue
这些数据表明x402协议在处理大量交易方面具有效率，而Mode Network在代理商务领域表现出强劲的用户增长和收入潜力，凸显了新兴区块链应用和AI代理经济的活跃发展。
x402 payment protocol processing 120m transactions but average tx is $0.06 with $0.015 gas. 25% overhead. Mode Network bet the entire L2 on agent commerce. registered 21,500 agents in 48 hours. 63,000 users. Virtuals did $3m in agent-to-agent revenue through this. the unit
@aixbt_agent ↗
油价已突破每桶100美元并维持高位，导致全球市场下跌，供应链中断，通胀压力上升，并影响多国经济和商业策略。
Oil $100 a barrel, $15 billion energy revenue loss, Strait of Hormuz closure, Japan 80 million barrels, EU strategic oil reserve release
伊朗战争对全球经济造成了广泛冲击，能源市场首当其冲，油价飙升至每桶100美元以上。这不仅导致海湾国家能源收入损失150亿美元，霍尔木兹海峡关闭，还促使日本计划释放8000万桶石油储备，欧盟也考虑释放战略石油储备，以缓解供应压力。泰国经济增长受威胁，大宗商品贸易中断，欧洲和印度股市承压，多地生活成本上升。
Japan announced this week it would release about 80 million barrels of oil from its state and private reserves, and it could start as soon as next week
@business ↗
英国经济在1月份意外未能增长，显示其活动在中东冲突威胁带来新冲击之前已停滞。
UK economy, stalled, January
英国经济在今年年初表现疲软，1月份活动意外停滞，未能实现增长。这表明即使在中东冲突的全面影响显现之前，英国的消费者和企业已经面临挑战，预示着未来经济增长可能进一步放缓。
The UK economy unexpectedly failed to grow in January, suggesting activity was stalling even before conflict in the Middle East threatened to deliver a fresh blow to consumers and businesses
@business ↗
中国人民银行本周将人民币兑美元汇率中间价上调0.03%。
PBOC, yuan fixing, 0.03% strengthened
中国央行通过上调人民币汇率中间价，向市场发出了稳定汇率的信号。这一举措反映了央行在当前全球经济环境下管理人民币币值、维护金融稳定的政策立场。
The People’s Bank of China strengthened the yuan fixing by 0.03% this week, according to data compiled by Bloomberg
@business ↗
德国2月份批发价格环比上涨1.2%。
German wholesale prices, 1.2% rise, February
德国批发价格的上涨表明其经济内部存在通胀压力，可能预示着未来消费者价格指数的上升。这一数据是衡量欧洲最大经济体通胀趋势的关键指标。
German wholesale prices rise 1.2% in February
@reutersbiz ↗
路透社一项调查显示，预计中国房价将加速下跌，并在2027年企稳。
China, home prices, falling faster, stabilizing 2027, Reuters poll
这项调查预测了中国房地产市场的未来走势，表明当前房价下跌趋势将持续并可能加速，但有望在2027年触底企稳。这一展望对中国经济的稳定性和相关行业具有重要影响。
China's home prices seen falling faster before stabilising in 2027: Reuters poll
@reutersasia ↗
中国药品监管机构已批准Neuracle Technology公司生产的脑植入物上市，用于部分瘫痪的成年患者。
China drug regulator, Neuracle Technology, brain implant, partially paralyzed
这一批准标志着中国在神经科技和医疗设备领域取得了重大进展，为瘫痪患者提供了新的治疗希望。该技术有望在神经修复和辅助功能方面带来突破。
China’s drug regulator said it has granted marketing approval to Neuracle Technology for a brain implant for adult patients who are partially paralyzed
@business ↗
运行OpenClaw/Opus等前沿AI模型每天成本高达300美元（每年10万美元），而Nemotron 3、Qwen 3.5、Kimi K2.5、MiniMax2.5等本地模型则可在高端本地机器上运行。
OpenClaw/Opus, $300/day, $100,000/year, local models
这揭示了先进云端AI模型的巨大运营成本，突显了在人工智能领域追求前沿计算能力所带来的经济负担。同时，也强调了对强大本地硬件的需求，以支持私人和去中心化的AI模型运行，降低长期成本。
If you have your OpenClaw working 24/7 using frontier models like Opus, you're easily burning $300 a day. That's $100,000 a year.
@AlexFinn ↗
在最初的受欢迎程度推动科技公司股价飙升后，中国正在限制政府机构和大型银行使用OpenClaw AI代理。
China, OpenClaw AI agent, limits at government/banks, tech shares
此举表明中国政府正在收紧对先进AI工具的监管，尤其是在敏感的政府和金融领域，尽管该技术曾一度引发市场对科技股的热情。这可能反映了对AI安全、数据隐私或国家控制的担忧。
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks
@business ↗
TikTok的母公司字节跳动已获得英伟达的顶级芯片。
ByteDance, Nvidia chips
字节跳动获得英伟达顶级芯片，对其AI研发能力具有重要意义。在当前全球芯片供应紧张和地缘政治敏感的背景下，此举凸显了字节跳动在AI领域的战略部署及其与主要芯片供应商的关系。
Tiktok parent Bytedance gets access to top Nvidia chips - WSJ. $NVDA
@financialjuice ↗
NASA的Artemis II任务，即50多年来的首次载人登月任务，计划最早于4月1日发射，将搭载四名宇航员绕月飞行。
NASA Artemis II, April 1 launch, four astronauts, moon mission
Artemis II任务是人类太空探索的一个重要里程碑，标志着美国重返月球计划的重启。这项任务不仅展示了尖端航天科技，也预示着深空探索的新纪元。
NASA says Artemis II, its first crewed moon mission in over 50 years, is on track for launch as early as April 1. Artemis II will send four astronauts on a trajectory around the moon
@reutersscience ↗
本田公司预计将录得近70年来作为上市公司后的首次年度亏损。
Honda, first annual loss, nearly 70 years
这一预测对本田而言是一个历史性事件，表明这家主要汽车制造商正面临重大的财务挑战。这可能对投资者信心和汽车行业的整体前景产生影响。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@polymarket ↗
2026年前两个月，特斯拉在中国的销量有所增长，而比亚迪的销量则出现下滑。
Tesla, BYD, China sales, Q1 2026
这一数据反映了中国电动汽车市场主要参与者之间的竞争动态和市场份额变化。特斯拉销量的上升和比亚迪的下降，表明了中国消费者偏好的潜在转变或市场策略效果的差异。
Tesla's China sales climb in the first two months of 2026 while BYD numbers drop
@cnbc ↗
大众汽车（VW）已开始与小鹏合作开发的首款车型的大规模生产，以此作为其在中国市场的回归战略。
VW, Xpeng, first model, mass production, China comeback
这标志着大众汽车在中国电动汽车市场采取的关键战略举措，旨在通过与本土品牌的合作来重获市场份额。此次量产是其在该竞争激烈市场中实现复兴的重要一步。
VW targets China comeback as first model with Xpeng starts mass production
@reutersasia ↗
Delivery Hero股东Aspex Management威胁称，如果公司不推进某些资产出售，将更换其管理层。
Delivery Hero, Aspex Management, replace management, asset sales
这一事件表明Delivery Hero面临来自股东的巨大压力，要求其进行战略调整和资产剥离。如果管理层未能满足要求，可能会导致公司领导层的重大变动，影响其未来发展方向。
Delivery Hero shareholder Aspex Management is threatening to try and replace the company’s management if it doesn’t push ahead with the sale of certain assets
@business ↗
香港交易所（HKEX）计划放宽上市规则，同时扩大“点名批评”制度，将未达标准的上市申请中的律师事务所和审计师纳入问责范围。
Hong Kong Exchange, easing listing rules, "name-and-shame", law firms, auditors
港交所的这些举措旨在吸引更多公司在香港上市，同时提高上市质量和专业服务机构的责任。放宽规则可能刺激市场活力，而加强问责则旨在维护市场诚信和投资者信心。
Hong Kong plans to expand its “name-and-shame” regime for sloppy listing applications to include law firms and auditors
@business ↗
以色列国防军（IDF）袭击了伊朗境内的设施，包括设拉子（Shiraz）的弹道导弹储存和生产地下设施，以及德黑兰的防空阵列中心基地和多个武器生产基地。
IDF strikes, Shiraz, Tehran, ballistic missile storage, aerial defense array, weapon production sites
以色列此次袭击是针对伊朗军事基础设施的直接行动，旨在削弱伊朗的弹道导弹能力和防空系统。此举进一步加剧了中东地区的紧张局势，可能引发伊朗的报复。
🎯STRIKES AGAINST THE IRANIAN TERROR REGIME CONTINUE 📍Shiraz, southern Iran: An underground facility for ballistic missile storage and production 📍Tehran: A central base for aerial defense array & several production sites for weapons, aerial defense systems, and ballistic https://t.co/qbPdkJPOZg
@idf ↗
以色列国防军（IDF）袭击了黎巴嫩南部的真主党基础设施，包括贝鲁特的“Al-Quard Al-Hassan”协会及其他重要的真主党金融资产，有效且彻底地中断了其运作。
IDF strikes, Hezbollah, southern Lebanon, Beirut, "Al-Quard Al-Hassan" Association
以色列此次行动将军事打击范围扩大到黎巴嫩，直接针对真主党的金融网络，旨在削弱其资金来源和运作能力。这可能导致黎巴嫩内部动荡加剧，并进一步升级地区冲突。
🎯STRUCK: Hezbollah’s infrastructure across southern Lebanon: 📍Beirut: Assets of the “Al-Quard Al-Hassan”” Association and other significant financial assets of Hezbollah were struck. The recent strikes against the association have effectively and completely disrupted its https://t.co/g6BRa5LHjD
@idf ↗
伊朗一所小学遭到意外轰炸。
accidental bombing, Iranian elementary school
这起悲剧性事件是当前冲突中的一个严重人道主义问题，可能引发国际社会的强烈谴责，并进一步激化地区紧张局势。此类无辜平民伤亡事件往往会对冲突的走向产生深远影响。
For a reality TV president, the accidental and horrific bombing of an Iranian elementary school is an inevitable "encounter with the Real," says @andreaskluth https://t.co/saJit2CbZL
@opinion ↗
中国呼吁美国停止对台湾出售武器，此前有报道称美国总统特朗普可能在本月访问北京后批准一项价值140亿美元的对台军售协议。
China, US, Taiwan, weapon sales, $14 billion deal, Trump
这项潜在的巨额军售协议可能进一步加剧中美两国在台湾问题上的紧张关系。中国的强硬表态预示着外交冲突的升级，以及地区军事平衡的担忧，可能对全球地缘政治格局产生影响。
China called on the US to stop selling weapons to Taiwan after a report that Trump could sign off on a $14 billion deal after his trip to Beijing later this month
@business ↗
美国在伊朗战争中迅速消耗了“数年”的弹药储备，包括战斧巡航导弹。
US, Iran war, ammunition reserves depleted, Tomahawk cruise missiles
这一消息揭示了伊朗战争对美国军事资源造成的巨大消耗，远超预期。弹药储备的快速耗尽不仅给美国带来了巨大的后勤和财政压力，也引发了对其长期军事准备状态的担忧。
【美国已在伊朗战争中消耗“多年”的弹药储备】战斧巡航导弹等武器库存迅速消耗，加大了特朗普在冲突成本上面对的压力。
@ftchinese ↗
摩根大通报告称，自伊朗战争爆发以来，比特币（BTC）ETF出现资金流入，而黄金ETF则出现资金流出。
JPMorgan, BTC ETFs inflows, Gold ETFs outflows, Iran war
这一趋势表明，在地缘政治不确定性加剧的背景下，投资者对避险资产的偏好可能正在发生转变。比特币ETF的资金流入，可能反映了其作为“数字黄金”的地位日益得到认可，而传统的黄金避险需求则有所减弱。
JPMORGAN SAYS $BTC ETFS SEE INFLOWS WHILE GOLD ETFS SEE OUTFLOWS SINCE IRAN WAR
@scottmelker ↗
x402支付协议处理了1.2亿笔交易，平均每笔交易费用0.06美元，其中燃料费占0.015美元（25%的开销）。Mode Network专注于代理商务的L2网络在48小时内注册了21,500个代理和63,000名用户，为Virtuals创造了300万美元的代理间收入。
x402 payment protocol, 120m transactions, $0.06 average tx, 25% gas overhead, Mode Network, 21,500 agents, 63,000 users, $3m agent-to-agent revenue (Virtuals)
这些数据展示了代理中心化区块链商务的显著增长和交易量，以及x402支付协议在处理大规模交易方面的能力。尽管交易费用存在一定的开销，但Mode Network的快速用户和代理增长以及可观的收入，表明了这一新型商业模式的巨大潜力。
x402 payment protocol processing 120m transactions but average tx is $0.06 with $0.015 gas. 25% overhead. Mode Network bet the entire L2 on agent commerce. registered 21,500 agents in 48 hours. 63,000 users. Virtuals did $3m in agent-to-agent revenue through this. the unit
@aixbt_agent ↗
伊朗战争导致国际油价飙升至每桶100美元以上，欧元兑美元汇率跌至七个月低点1.1467，并引发全球供应链中断和通胀担忧；阿联酋房地产开发商债券受损，德国化工行业受到冲击，泰国经济增长放缓，韩国、印度和日本等国纷纷出台政策应对油价上涨，包括动用战略石油储备和提供出口支持措施。
Iran war, oil prices above $100/barrel, Euro down 0.4% to $1.1467, UAE bonds, German chemical industry, South Korea supplementary budget, Thailand growth, India exporter support, Japan 80M barrels oil release, US supply chain damage, EM stocks losses, air freight rates soar, Gold drop, Gulf states $15B energy revenue loss, Indonesia budget deficit
冲突的持续不仅直接推高了能源价格，也通过供应链、贸易路线和投资者情绪对全球主要经济体及新兴市场造成了广泛而深远的影响。各国政府正通过财政和货币手段试图缓解国内压力，但普遍担忧通胀将持续更长时间。
"My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day that the war continues:" @JavierBlas "The White House doesn’t have more meaningful tools" to bring down energy prices.
@lisaabramowicz1 ↗
鉴于中国市场对OpenClaw AI代理的巨大热情导致相关科技公司股价飙升，中国政府正着手限制其在政府机构和主要银行中的使用。
China, OpenClaw AI agent, tech shares soaring, Beijing limiting uses, government agencies, largest banks
尽管市场对OpenClaw AI代理表现出高度热情，但中国政府的监管举措表明其对AI技术在敏感领域应用的谨慎态度，可能出于数据安全和控制风险的考量。
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks https://t.co/N1m5KfGZop https://t.co/vk214QlHyC
@business ↗
纳斯达克综合指数已达到22,000点，一位市场分析师称这完美实现了其在2025年4月10日所做的预测。
NASDAQ Composite, 22,000, April 10, 2025 prediction
纳斯达克指数达到22,000点标志着科技股市场的一个重要里程碑，对投资者情绪和市场技术分析产生影响。
On April 10, 2025, I unveiled a visionary chart of the NASDAQ Composite, predicting a dramatic capitulation followed by a surge to unprecedented highs near 22,000. Today, we have witnessed that exact capitulation and reached my prophesied peak of 22,000 to perfection.
@great_martis ↗
以色列国防军对伊朗设拉子市的弹道导弹储存与生产设施以及德黑兰的防空阵列中心基地和武器生产基地进行了打击；同时，还对黎巴嫩南部真主党的基础设施，包括贝鲁特的“Al-Quard Al-Hassan”协会资产进行了打击，据称此举已完全扰乱了该协会的运作。
Strikes in Shiraz, Tehran (Iran); Beirut (Lebanon); "Al-Quard Al-Hassan" Association
以色列国防军继续对伊朗及其盟友目标进行军事打击，集中于军事生产设施、防空系统以及真主党的核心金融资产，旨在削弱其军事和经济能力。这些行动被视为对伊朗恐怖政权的持续打击。
🎯STRIKES AGAINST THE IRANIAN TERROR REGIME CONTINUE 📍Shiraz, southern Iran: An underground facility for ballistic missile storage and production 📍Tehran: A central base for aerial defense array & several production sites for weapons, aerial defense systems, and ballistic https://t.co/qbPdkJPOZg
@idf ↗
北约拦截了自3月4日以来进入土耳其领空的第三枚伊朗导弹；同时，美国证实一架参与对伊朗军事行动的KC-135加油机在伊拉克西部坠毁，造成四名美军人员伤亡。此外，还发生了伊朗一所小学被意外轰炸的事件。
NATO interception, Iranian missile, Turkish airspace, March 4, KC-135, four casualties, western Iraq, Iranian elementary school
伊朗战争导致地区紧张局势升级，军事事件频发，包括导弹拦截和美军人员伤亡。有评论认为，美国政府在处理冲突相关信息时存在失当。
NATO intercepted an Iranian missile that entered Turkish airspace on Friday, Turkey’s Defense Ministry says, the third such interception since March 4 https://t.co/0TaBhhubc4
@business ↗
据Semafor报道，美国五角大楼正在从高盛和摩根大通等公司招募银行家，以组建一个新的“经济防御单位”。
Pentagon, Economic Defense Unit, Goldman Sachs, JPMorgan, Semafor
此举表明美国正在加强其经济防御能力，可能旨在应对地缘政治冲突中的经济战威胁，以及保护国家经济安全。
Pentagon mobilizing Deal Team Six 👔🪖 [QT @FirstSquawk: PENTAGON IS RECRUITING BANKERS FROM GOLDMAN SACHS AND JPMORGAN FOR A NEW "ECONOMIC DEFENSE UNIT," ACCORDING TO SEMAFOR.]
@beffjezos ↗
以色列官员评估认为伊朗政权在“近期不太可能垮台”，而美国总统特朗普在G7通话中声称伊朗“即将投降”；同时，在伊朗新领导人表示反抗后，特朗普威胁将对伊朗发动进一步袭击。
Israeli officials, Iranian regime, "unlikely to fall", Trump, "about to surrender", G7 call, further attacks
对于伊朗政权的未来和战争走向，美以双方存在明显分歧。特朗普倾向于强硬立场并预测伊朗会屈服，而以色列官员和专家则持更为谨慎的观点，认为伊朗政权短期内不会崩溃。
BREAKING: Israeli officials assess that the Iranian regime is "unlikely to fall in the immediate future."
@polymarket ↗
比特币价格飙升突破了70,000美元大关。
Bitcoin Surges Past $70,000
比特币价格的重要突破可能受到多种因素影响，包括市场情绪、机构投资者的兴趣增加以及宏观经济背景。
Bitcoin Surges Past $70,000. This Trump Post Could Be Lifting the Crypto, Ethereum and XRP. https://t.co/rcL9KGQJNN
@barronsonline ↗
国际油价维持在每桶100美元左右的高位，市场预计中东战争将导致油价每日额外上涨3至6美元。
Oil price $100/barrel, $3-$6 daily increase
中东冲突加剧，国际油价维持在每桶100美元左右的高位。分析师预测，战事每持续一天，油价将额外上涨3至6美元，并且白宫目前缺乏有效工具来平抑能源价格。
"My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day that the war continues:" @JavierBlas "The White House doesn’t have more meaningful tools" to bring down energy prices."
@lisaabramowicz1 ↗
英国经济在今年一月意外停滞，未能实现增长。
UK economy stalled, January
英国经济在今年一月出人意料地陷入停滞，这可能预示着经济增长面临挑战。
美国与以色列针对伊朗的战争正在对供应链造成损害，预计将导致美国物价长期上涨。
US-Israel war, Iran, supply chain damage, higher prices
美国与以色列对伊朗的战争正在对全球供应链造成损害，预计这将导致美国商品价格在更长时间内保持高位。
受中东战争影响，海湾国家已损失150亿美元的能源收入，霍尔木兹海峡的关闭阻碍了数百万桶原油的外运。
Gulf states, $15 billion energy revenue loss, Strait of Hormuz closed
由于中东战争，海湾国家已损失150亿美元的能源收入，霍尔木兹海峡的关闭进一步加剧了原油外运受阻的问题。
欧盟战略石油储备管理机构计划释放其战略石油储备。
EU, strategic oil reserve managers, plan release
欧盟战略石油储备管理机构正计划释放其储备，这可能旨在缓解当前因中东冲突和油价飙升带来的市场压力。
中国在初步热情后，开始限制OpenClaw AI代理在政府机构和大型银行中的使用。
China, OpenClaw AI agent, government agencies, banks, limiting use
中国对OpenClaw AI代理的态度出现转变，在初期市场热情高涨、相关科技公司股价飙升后，北京方面开始限制其在政府机构和大型银行中的使用。
字节跳动已成功获得顶级英伟达芯片的访问权限。
Bytedance, Nvidia chips
字节跳动已成功获得英伟达的顶级芯片，这对于其在人工智能领域的发展具有战略意义。
美国国家航空航天局（NASA）的阿尔忒弥斯二号（Artemis II）任务按计划将于4月1日发射，这将是50多年来的首次载人绕月飞行，由四名宇航员执行。
NASA, Artemis II, first crewed moon mission (in 50+ years), April 1 launch, four astronauts
美国国家航空航天局（NASA）的阿尔忒弥斯二号（Artemis II）任务按计划将于4月1日发射，这将是50多年来的首次载人绕月飞行，由四名宇航员执行。
Meta公司已将其AI模型“Avocado”的发布推迟到至少五月，原因是该模型在内部评估中表现不佳。
Meta, Avocado, delayed release, May, underperformed
Meta公司已将其AI模型“Avocado”的发布推迟到至少五月，原因是该模型在内部评估中表现不佳，并考虑临时授权谷歌的Gemini作为解决方案。
META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution.
@jaredkubin ↗
纳斯达克综合指数已达到22000点，实现了此前关于市场先经历大跌后强劲反弹至新高的预测。
Nasdaq Composite, 22,000
纳斯达克综合指数已达到22000点，印证了此前关于市场先经历大跌后强劲反弹至新高的预测。
On April 10, 2025, I unveiled a visionary chart of the NASDAQ Composite, predicting a dramatic capitulation followed by a surge to unprecedented highs near 22,000. Today, we have witnessed that exact capitulation and reached my prophesied peak of 22,000 to perfection.
@great_martis ↗
受布伦特原油价格维持在每桶100美元以上以及中东冲突深化影响，新兴市场股市预计将连续第二周录得下跌。
Emerging market stocks, second consecutive week of losses, Brent oil above $100, Mideast conflict
受中东冲突深化和布伦特原油价格保持在每桶100美元以上的影响，新兴市场股市预计将连续第二周录得下跌。欧洲股市也因此面临周线亏损，投资者对通胀担忧加剧。
香港交易所已提议放宽其上市规则。
Hong Kong Exchange, easing listing rules
香港交易所提议放宽上市规则，此举旨在提升其市场吸引力和竞争力。
大众汽车与小鹏汽车合作的首款车型已在中国开始大规模生产。
VW, Xpeng, China, mass production
大众汽车与小鹏汽车合作的首款车型已在中国开始大规模生产，标志着大众在华电动汽车战略的重要进展。
一架美国KC-135空中加油机于3月12日下午2点左右在伊拉克西部坠毁，机上六名机组人员中，已有四人被证实死亡。
KC-135, March 12, western Iraq, 4 of 6 crew deceased
一架美国KC-135空中加油机于3月12日下午2点左右在伊拉克西部坠毁。机上六名机组人员中，已有四人被证实死亡，搜救工作仍在继续。
Four Confirmed Deceased in Loss of U.S. KC-135 Over Iraq TAMPA, Fla. – At approximately 2 pm ET on March 12, a U.S. KC-135 refueling aircraft went down in western Iraq. Four of six crew members on board the aircraft have been confirmed deceased as rescue efforts continue.
@centcom ↗
以色列对伊朗设拉子的弹道导弹储存与生产设施以及德黑兰的防空和武器生产基地进行了打击；同时，在黎巴嫩南部和贝鲁特袭击了真主党的基础设施和金融资产。
Israeli strikes, Shiraz (missile facilities), Tehran (defense/weapon sites), Hezbollah infrastructure/financial assets, Lebanon/Beirut
以色列继续对伊朗恐怖政权发动袭击，目标包括设在设拉子的地下弹道导弹储存和生产设施，以及德黑兰的防空阵列中央基地和多个武器、防空系统及弹道导弹生产基地。同时，以色列还打击了黎巴嫩南部的真主党基础设施及其在贝鲁特的“Al-Quard Al-Hassan”协会及其他重要金融资产，有效且彻底地瓦解了其融资网络。
🎯STRIKES AGAINST THE IRANIAN TERROR REGIME CONTINUE 📍Shiraz, southern Iran: An underground facility for ballistic missile storage and production 📍Tehran: A central base for aerial defense array & several production sites for weapons, aerial defense systems, and ballistic https://t.co/qbPdkJPOZg
@idf ↗
北约于周五拦截了一枚进入土耳其领空的伊朗导弹，这是自3月4日以来的第三次此类拦截。
NATO, Iranian missile, Turkish airspace, Friday, third interception since March 4
北约于周五拦截了一枚进入土耳其领空的伊朗导弹，这是自3月4日以来的第三次此类拦截行动，显示出地区军事紧张局势的持续升级。
在美国与以色列对伊朗的战争中，一所伊朗小学遭到意外轰炸，造成人员伤亡。
Iranian elementary school, accidental bombing
在美国与以色列对伊朗的战争中，一所伊朗小学遭到意外轰炸，造成人员伤亡。这一事件被评论员视为“现实电视总统”的“与现实的遭遇”。
For a reality TV president, the accidental and horrific bombing of an Iranian elementary school is an inevitable "encounter with the Real," says @andreaskluth (via @opinion) https://t.co/LgIT4fPkCw
@business ↗
美国总统特朗普向七国集团（G7）领导人声称伊朗“即将投降”，而以色列官员则评估认为伊朗政权“在短期内不太可能垮台”。
Trump, G7, Iran "about to surrender", Israeli officials, Iran regime "unlikely to fall"
美国总统特朗普向七国集团（G7）领导人声称伊朗“即将投降”。然而，以色列官员评估认为，伊朗政权“在短期内不太可能垮台”，美伊裔作家瓦利·纳斯也表示，如果特朗普期待伊朗国内迅速出现政治起义，那是不太可能发生的。
"If [Trump] was looking for a quick political uprising in Iran, it's not happening" American-Iranian author Vali Nasr tells Mishal Husain why the US and Israel can't count on a swift collapse of the Islamic regime Subscribe to The Mishal Husain Show wherever you get your https://t.co/hqA8q9YP5i
@business ↗
比特币价格已突破70,000美元大关。
Bitcoin, $70,000
比特币价格大幅上涨，突破了70,000美元大关。有分析认为，特朗普发布的相关帖子可能提振了加密货币市场。
x402支付协议处理了1.2亿笔交易，平均每笔交易成本为0.06美元，燃气费为0.015美元；Mode Network在48小时内注册了21,500个代理和63,000名用户，通过代理间交易产生了300万美元收入。
x402 payment protocol, 120m transactions, $0.06 avg tx, $0.015 gas, Mode Network, 21,500 agents, 63,000 users, $3m revenue
x402支付协议已处理了1.2亿笔交易，平均每笔交易成本为0.06美元，燃气费为0.015美元。Mode Network将其整个L2生态都押注于代理商业模式，并在48小时内注册了21,500个代理和63,000名用户，通过代理间交易产生了300万美元的收入。
x402 payment protocol processing 120m transactions but average tx is $0.06 with $0.015 gas. 25% overhead. Mode Network bet the entire L2 on agent commerce. registered 21,500 agents in 48 hours. 63,000 users. Virtuals did $3m in agent-to-agent revenue through this. the unit
@aixbt_agent ↗
墨西哥总统克劳迪娅·辛鲍姆（Claudia Sheinbaum）和96%的墨西哥加油站已同意冻结汽油泵价格。
Mexico, Claudia Sheinbaum, 96% gas stations, freeze gas price
这项协议旨在稳定消费者的能源成本，反映了政府对零售燃油市场进行的重要干预。此举可能缓解通胀压力，但长期影响尚待观察。
"Mexican President Claudia Sheinbaum and 96% of gas stations in Mexico have agreed to freeze the price of gas at the pump," per MorePerfectUnion
@unusual_whales ↗
中国主要能源公司中石化计划本月将其原油加工量削减10%以上。
Sinopec, crude runs, cut over 10%, this month
这一削减信号表明需求可能放缓或旨在平衡供应，这可能对全球石油市场产生影响。此举或预示经济活动面临压力或预期能源需求下降。
Sinopec to cut crude runs by over 10% this month -Sources
@financialjuice ↗
由于霍尔木兹海峡关闭导致数百万桶原油无法外运，海湾国家已蒙受150亿美元的能源收入损失。
Gulf states, $15 billion energy revenue losses, Strait of Hormuz closure
冲突对关键航运路线的影响给石油富国带来了巨大的财政压力，凸显了地区不稳定带来的经济成本。市场正密切关注该地区航运状况，以评估进一步的潜在损失。
【战争以来海湾国家损失150亿美元能源收入】霍尔木兹海峡关闭使数百万桶原油受困无法外运。https://t.co/Y50ZXYe9Xo https://t.co/3SfZtXNtnv
@ftchinese ↗
中国2月份新增贷款降至9000亿元人民币，大幅低于市场预期。
China, February new loans, 900 billion yuan, missed forecasts
这表明信贷需求弱于预期，引发了对中国经济复苏步伐和流动性状况的担忧。此数据可能促使市场重新评估中国经济的近期增长前景。
China February new loans drop to 900 billion yuan, miss forecasts https://t.co/UYs8VZwNvY
@reutersasia ↗
标普全球评级公司报告称，欧盟战略石油储备管理机构正计划释放储备。
EU, strategic oil reserve managers, plan release
这项计划中的释放行动表明，欧盟正努力稳定能源市场，并缓解全球供应担忧（尤其是与中东冲突相关）导致的油价飙升。此举旨在应对可能出现的能源短缺或价格进一步上涨。
S&PGR Bulletin: EU strategic oil reserve managers plan release
@financialjuice ↗
中国药品监管机构已批准Neuracle Technology公司用于部分瘫痪成年患者的脑植入物上市，标志着脑机接口（BCI）医疗设备正式进入市场。
China, Neuracle Technology, brain implant, partially paralyzed, BCI medical device
这一批准代表了中国在医疗技术和人工智能驱动的医疗保健领域取得的重大进展，有望为瘫痪患者提供新的治疗方案。其商业化将推动BCI技术在临床应用中的发展。
China’s drug regulator said it has granted marketing approval to Neuracle Technology for a brain implant for adult patients who are partially paralyzed https://t.co/jOwpYm51g8
@business ↗
尽管中国对OpenClaw AI代理最初表现出热情，带动科技股飙升，但北京目前正着手限制其在政府机构和部分大型银行的使用。
China, OpenClaw AI agent, tech shares soaring, Beijing limits use
这一监管举措表明中国当局对在关键领域广泛部署AI持谨慎态度，可能出于对控制、安全或稳定性的担忧。此举或将影响OpenClaw AI未来的商业化路径及在华应用范围。
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks https://t.co/N1m5KfGZop https://t.co/vk214QlHyC
@business ↗
TikTok的母公司字节跳动已获得顶级英伟达（Nvidia）芯片。
ByteDance, Nvidia chips
这批芯片对于字节跳动的人工智能研发能力至关重要，在竞争激烈且供应紧张的先进AI加速器市场中确保了其关键硬件供应。此举将有助于字节跳动在AI领域保持竞争力。
Tiktok parent Bytedance gets access to top Nvidia chips - WSJ. $NVDA
@financialjuice ↗
美国国家航空航天局（NASA）确认，其“阿尔忒弥斯II”任务，即50多年来首次载人绕月飞行任务，有望最早于4月1日发射，届时将载四名宇航员绕月飞行。
NASA, Artemis II, April 1 launch, four astronauts, moon mission
这一里程碑事件标志着人类太空探索和美国重新聚焦月球任务的重大进展，展示了先进的航空航天技术。该任务的成功将为未来的深空探索奠定基础。
NASA says Artemis II, its first crewed moon mission in over 50 years, is on track for launch as early as April 1. Artemis II will send four astronauts on a trajectory around the moon https://t.co/fvBF7d0oKr
@reutersscience ↗
Meta已将其Avocado AI模型的发布推迟至至少5月，原因是内部评估表现不佳，并正考虑临时授权使用谷歌的Gemini模型。
Meta, Avocado AI model, delayed until May, underperformed, considering Google Gemini
这一延迟表明Meta在内部AI开发上面临挑战，并暗示其可能转向外部合作以在快速发展的AI领域保持竞争力。这可能会影响Meta在AI军备竞赛中的地位。
META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution. https://t.co/mYfYN7uioN
@jaredkubin ↗
中东冲突导致阿联酋房地产开发商债券投资者蒙受损失，南非股指自2月底以来下跌10%，阿联酋股市也出现下跌。
UAE real estate bonds losses, South Africa stock benchmark -10%, UAE stocks fall
地缘政治紧张局势的升级正在对区域和新兴市场产生显著的负面连锁反应，尤其是因避险情绪加剧而影响房地产、债券和股票指数。投资者正密切关注冲突的进一步发展及其对全球金融市场的影响。
Investors who rushed to lend money to real estate developers in the United Arab Emirates are nursing losses as the Iran war hammers their bonds and threatens to stall a borrowing binge https://t.co/ulOD1tu1nG
@business ↗
3月12日美国东部时间下午2点左右，一架美军KC-135加油机在伊拉克西部坠毁，机上六名机组人员中已有四人被确认死亡，搜救工作仍在继续。
4 of 6 crew deceased, KC-135, Western Iraq, March 12, 2 pm ET
这起事件对美国在中东的军事行动造成了重大人员伤亡，凸显了该地区持续行动的风险。调查将集中于确定坠机原因以及对美军在该地区部署的影响。
Four Confirmed Deceased in Loss of U.S. KC-135 Over Iraq TAMPA, Fla. – At approximately 2 pm ET on March 12, a U.S. KC-135 refueling aircraft went down in western Iraq. Four of six crew members on board the aircraft have been confirmed deceased as rescue efforts continue. The
@centcom ↗
以色列国防军（IDF）打击了黎巴嫩南部真主党的基础设施和重要金融资产，其中包括“Al-Quard Al-Hassan”协会的资产。
Hezbollah, "Al-Quard Al-Hassan", southern Lebanon
这些打击直接针对真主党的行动和财政能力，表明针对该组织的军事行动升级，旨在扰乱其资金和后勤。此举可能进一步加剧黎巴嫩边境地区的紧张局势。
🎯STRUCK: Hezbollah’s infrastructure across southern Lebanon: 📍Beirut: Assets of the “Al-Quard Al-Hassan”” Association and other significant financial assets of Hezbollah were struck. The recent strikes against the association have effectively and completely disrupted its https://t.co/g6BRa5LHjD
@idf ↗
北约拦截了一枚进入土耳其领空的伊朗导弹，这是自3月4日以来的第三次此类拦截，同时以色列国防军也探测到来自伊朗的导弹发射。
NATO, Iranian missile, Turkish airspace, third interception since March 4, IDF detects Iranian missile launches
这一系列拦截行动凸显了中东地区日益加剧的空中威胁，以及北约和以色列为保护其领土免受伊朗导弹活动所采取的防御措施。区域紧张局势预计将进一步升级。
NATO intercepted an Iranian missile that entered Turkish airspace on Friday, Turkey’s Defense Ministry says, the third such interception since March 4 https://t.co/0TaBhhubc4
@business ↗
美国进一步放宽了对俄罗斯石油的制裁，允许所有国家购买截至3月12日已装载的俄罗斯石油，此举受到德国的批评，但克里姆林宫对此表示欢迎，并估计俄罗斯因此获得了13亿至19亿美元的意外之财。
US eased Russian oil sanctions, all countries, March 12, Russia $1.3bn-$1.9bn windfall
美国在欧洲反对下做出此决定，表明其优先考虑稳定全球能源市场，而非维持对俄罗斯的严格制裁，这一后果因正在进行的伊朗战争而加剧。俄罗斯正从市场波动中获得经济利益，这可能削弱对俄制裁的整体效果。
“Roughly speaking, after the Iran war began and oil prices spiked, Russia’s additional daily oil revenues exceeded the amount of total annual investment in Ukraine’s entire defense-tech sector.” -Sergiy Kostman, Ukrainian defense consultant [QT @FT: Moscow has so far earned an estimated $1.3bn-$1.9bn windfall from taxes on oil exports, making it the biggest winner from the conflict in the Middle East. What does this mean for energy markets and the Russian economy? https://t.co/iGeBLlcgIO? https://t.co/32fntitofF]
@jimsciutto ↗
在中国外交部表示特朗普总统可能在他即将进行的北京之行后签署一项140亿美元的武器协议后，中国呼吁美国停止向台湾出售武器。
China, US, Taiwan, $14 billion weapons deal
这标志着美中关系的一个重大争论点，北京重申其强烈反对任何对台湾的军事支持，特别是考虑到拟议交易的规模。该事件可能加剧地区紧张局势并影响两国未来的外交关系。
China called on the US to stop selling weapons to Taiwan after a report that Trump could sign off on a $14 billion deal after his trip to Beijing later this month https://t.co/trHSowHFh6
@business ↗
一个CoW Swap求解器通过一个流动性仅为7.3万美元的Sushiswap资金池路由了5000万美元的交易，导致求解器损失99.93%，并使MEV（最大可提取价值）机器人提取了4500万美元，其中区块构建者获得3400万美元，Lido赚取了120万美元。
CoW Swap solver, $50m, Sushiswap pool, $73k liquidity, 99.93% loss, MEV bots $45m, block builder $34m, Lido $1.2m
此事件凸显了去中心化金融（DeFi）交易机制中的一个重大漏洞，即流动性不足可能因最大可提取价值（MEV）的利用而导致巨额损失。它揭示了DeFi生态系统中潜在的效率低下和安全风险，可能促使协议重新评估其流动性管理策略。
CoW Swap solver routed $50m through a Sushiswap pool with $73k liquidity. received 324 AAVE worth $36k. 99.93% loss. MEV bots extracted $45m in one block. block builder took $34m. Lido earned $1.2m as proposer. if you're moving >$10m through aggregators without TWAP or OTC you
@aixbt_agent ↗
Sky USDS协议实现了9.5亿美元的单日资金流入，成为以太坊上收入最高的协议，但其148亿美元的总存款中，有14.8亿美元来自Justin Sun一人，鉴于其储蓄产品55%的流动性比率，这引发了如果他撤资可能导致银行挤兑的担忧。
Sky USDS, $950m inflow, Ethereum top revenue, $14.8b from Justin Sun, 55% liquidity ratio
尽管增长数据令人印象深刻，但该协议存款高度集中于单一巨鲸，构成了重大的单点故障和系统性风险。这种集中度使得协议的稳定性易受单一用户行为的影响，可能引发市场波动和投资者担忧。
Sky USDS posted $950m single day inflow. became ethereum's top revenue protocol. impressive until you see $14.8b of total deposits come from Justin Sun alone. one wallet controls the growth narrative. 55% liquidity ratio on savings products. if sun exits this becomes a bank run
@aixbt_agent ↗
比特币价格突破70,000美元大关。
Bitcoin, $70,000
这一重要的价格里程碑表明加密货币市场呈现强劲的上涨势头，可能受到投资者信心回升和更广泛市场状况的影响。比特币的这一表现吸引了市场对加密资产的关注。
Bitcoin Surges Past $70,000. This Trump Post Could Be Lifting the Crypto, Ethereum and XRP. https://t.co/rcL9KGQZJN
@barronsonline ↗
伊朗战争导致油价徘徊在每桶100美元左右，海湾国家因战争已损失150亿美元能源收入，霍尔木兹海峡关闭导致数百万桶原油滞留。中国石化计划本月削减原油产量超10%。欧盟战略石油储备管理机构计划释放储备。尼日利亚央行准备了稳定奈拉的应急措施。
oil price $100/barrel, Gulf countries $15bn energy revenue loss, Sinopec cut crude runs >10%, EU strategic oil reserve release, Nigeria stabilize naira
伊朗战争正在对全球能源市场造成广泛影响，导致油价高企和地区能源收入损失。各国政府及国际组织正采取行动应对市场波动和能源供应安全问题，例如削减产量或释放储备，以期稳定市场。
"My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day that the war continues:" @JavierBlas "The White House doesn’t have more meaningful tools" to bring down energy prices."
@lisaabramowicz1 ↗
在伊朗战争爆发前进行的英格兰银行调查显示，英国公众对长期通胀预期在2月份仍维持在3.7%。欧元区2026年通胀预期被上调，第一季度、第二季度和全年平均值分别预测为1.9%、2.3%和2.0%，高于2月份的预测。同时，数据显示英国经济在伊朗战争能源冲击前已陷入停滞。
UK inflation expectations 3.7% (Feb), Euro zone inflation forecast Q1 2026 (1.9%), Q2 2026 (2.3%), 2026 (2.0%), UK economy ground to halt
尽管部分通胀数据和预期在伊朗战争前保持稳定或被上调，但已开始显现的经济停滞预示着即使没有能源冲击，宏观经济环境也面临挑战。中东冲突可能进一步加剧通胀压力，各国央行和政府面临双重挑战。
Poll: Euro zone inflation to average 1.9% in Q1 2026, 2.3% in Q2 2026, and 2.0% in 2026 (versus 1.7%, 1.9% and 1.8% in February poll)
@financialjuice ↗
墨西哥总统谢因鲍姆与96%的墨西哥加油站同意冻结汽油泵价格。韩国将动用额外税收，通过补充预算应对伊朗战争导致的油价飙升。印度政府正在讨论为出口商提供类似疫情期间的支持措施，并提议设立“经济稳定基金”以应对全球不利因素。英国政府计划改革其核电部门，德国经济部长Reisch表示工业用电补贴指南将于夏季前最终确定，并可追溯。
Mexican President Claudia Sheinbaum freeze gas price, South Korea supplementary budget, India support for exporters / economic stabilisation fund, UK overhaul nuclear power, Germany industrial electricity subsidy
面对地缘政治冲突带来的经济冲击和高企的能源价格，各国政府正积极采取财政和政策措施。这些措施包括直接的价格控制、补贴、预算调整以及对特定行业和出口商的支持，旨在缓解通胀压力和稳定经济。
"Mexican President Claudia Sheinbaum and 96% of gas stations in Mexico have agreed to freeze the price of gas at the pump," per MorePerfectUnion
@unusual_whales ↗
由于石油风险和离岸美元买盘增加，印度卢比跌至历史新低。美元兑主要货币延续涨势，原因是伊朗冲突未见平息迹象。此外，印度卢比远期溢价预示印度央行可能即将进行外汇互换。巴西大豆对中国的出口因更严格的检查而中断。
Rupee record low, Dollar extends gains, Iran conflict, RBI FX swap, Brazilian soybean exports disrupted
地缘政治紧张局势和高油价正在对全球货币市场和贸易流产生直接影响。美元走强，而新兴市场货币如印度卢比则承压。贸易壁垒和检查导致关键商品出口受阻，进一步加剧了全球经济的不确定性。
Rupee hits record low as oil risks, offshore dollar bids mount https://t.co/9Mz220sfgn https://t.co/9Mz220sfgn
@reutersworld ↗
Palantir正在一个未指明的部门内部署其Maven智能系统（SaaS产品）。Cookie AI推出了新功能，允许用户通过添加项目、跟踪竞争对手和上传文件来个性化研究。Bumble将推出新AI，直接为用户匹配约会对象，无需滑动，并提供匹配理由。然而，META的Avocado AI模型因表现不佳，发布已被推迟至至少5月，目前正考虑临时授权使用谷歌的Gemini。
Palantir Maven Smart System deployed, Cookie AI personalized research features, Bumble new AI pick dates, META Avocado AI delay, licensing Gemini from Google
AI产品开发正加速，从企业级应用到消费者约会平台，AI集成日益深化。Palantir和Cookie AI展示了AI在提升效率和个性化服务方面的进展。然而，大型模型如META的Avocado遭遇挑战，凸显了AI开发的复杂性和对外部合作的依赖。
Palantir $PLTR posted this: "This is Maven Smart System—Palantir’s software as a service product that we are deploying across the entire department." https://t.co/vFjFXOeAZ2
@stockmktnewz ↗
OpenClaw AI代理最初在中国受到热捧，相关科技公司股价飙升，但北京现正限制其在政府机构和大型银行的使用。中国已批准一款脑机接口医疗设备上市，属全球首例。字节跳动已获得顶级英伟达芯片。吉利汽车的技术获得了欧盟辅助驾驶认证。
China OpenClaw AI agent limited use, China approves brain-computer interface medical device, Bytedance Nvidia chips access, Geely EU certification assisted driving
中国在AI领域展现了技术创新的速度，尤其是在前沿医疗设备和汽车辅助驾驶方面。然而，对AI应用的监管和限制也同步加强，反映出在推动技术发展的同时，政府对数据安全和潜在社会影响的审慎态度。获取高端芯片的能力对于中国AI公司的发展至关重要。
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks https://t.co/N1m5KfGZop https://t.co/vk214QlHyC
@business ↗
本田预计将录得近70年来的首次年度亏损，主要原因是电动汽车转型上的巨额投入和消费者接受度低于预期。中国网约车巨头滴滴出行上季度再次陷入亏损。意法半导体计划通过引入机器人和员工再培训来避免工厂关闭。比亚迪将在欧洲推出新款可分钟级充电的高端电动汽车。大众汽车与小鹏汽车合作的首款车型已开始量产，旨在重振大众在中国的市场地位。Delivery Hero大股东Aspex Management威胁若不推进资产出售，将寻求更换管理层。
Honda first annual loss in 70 years, Didi Global fell back into red, STMicroelectronics robots/retraining, BYD new premium EV Europe, VW Xpeng mass production, Delivery Hero Aspex Management threaten management replacement
全球汽车制造商正经历重大转型，本田因EV战略失误面临亏损，而中国厂商如比亚迪和大众与小鹏的合作则积极布局新市场和新技术。与此同时，滴滴出行面临盈利挑战，意法半导体则通过自动化和员工培训应对运营压力。股东对企业战略的干预也日益增多。
Honda’s Loss Is Not an EV Story Alone. It Is a Demand Reality Check This is what happens when a legacy industrial company spends heavily for a transition that regulators accelerated, investors rewarded, and consumers never embraced at the pace management modeled. Honda now https://t.co/DdFXpcpF88 [QT @Polymarket: JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.]
@onechancefreedm ↗
自2月底高点以来，南非股指已下跌10%，原因在于投资者撤离过热市场和中东冲突的拖累。受中东冲突加剧导致布伦特原油价格维持在100美元以上的影响，新兴市场股票连续第二周下跌。欧洲和阿联酋股市也因中东冲突可能长期化而下跌。此外，私营公司上市的平均年龄从2014年的6.9年增至2025年的11年。
South Africa stock benchmark fallen 10%, Emerging market stocks second consecutive week of losses, UAE stocks fall, European shares weekly loss, median age private companies going public 6.9 years (2014) to 11 years (2025)
中东冲突及其对油价的持续影响正在全球范围内引发市场担忧，导致新兴市场、欧洲和中东地区股市普遍下行。投资者对地缘政治风险的规避，以及市场过热后的调整，共同作用于当前的市场表现。同时，企业上市年龄的增长反映了私有化趋势的延续。
Emerging market stocks are headed for a second consecutive week of losses as Brent oil stays above $100 a barrel amid a deepening Middle East conflict https://t.co/WEgaFljlh0
@business ↗
美国中央司令部确认，美国一架KC-135空中加油机于3月12日下午2点左右（美国东部时间）在伊拉克西部坠毁。机上6名机组人员中已有4人被证实死亡，搜救工作仍在继续。
U.S. KC-135 refueling aircraft, western Iraq, March 12, 4 of 6 crew members deceased
此次美军机坠毁导致人员伤亡，在中东地区紧张局势加剧的背景下，可能引发对美国军事行动安全性和地区稳定性的更多关注。事件的具体原因仍有待调查。
Four Confirmed Deceased in Loss of U.S. KC-135 Over Iraq TAMPA, Fla. – At approximately 2 pm ET on March 12, a U.S. KC-135 refueling aircraft went down in western Iraq. Four of six crew members on board the aircraft have been confirmed deceased as rescue efforts continue. The
@centcom ↗
美国进一步放宽了对俄罗斯石油的制裁，允许所有国家（而不仅仅是印度）购买在3月12日之前装载的俄罗斯石油，此举旨在稳定能源市场。德国经济部长卡特琳娜·赖歇和总理默茨对此表示担忧，认为此举将帮助普京资助其在乌克兰的战争。克里姆林宫则认为美国此举与自身稳定能源市场的利益一致。自伊朗战争爆发以来，莫斯科已从石油出口税中获得了约13亿至19亿美元的意外收入，超过了乌克兰年度国防技术投资总额。
US eased Russian sanctions, buy Russian oil loaded by March 12, Germany concerned, Moscow $1.3bn-$1.9bn oil windfall
美国在伊朗战争背景下放松对俄石油制裁，意在稳定全球能源市场，但此举引发了其盟友德国的强烈不满，认为这将资助俄罗斯在乌克兰的军事行动。俄罗斯已从中获得巨额意外收入，显示地缘政治冲突对全球能源和经济格局的复杂影响，以及各国利益的微妙平衡。
“Roughly speaking, after the Iran war began and oil prices spiked, Russia’s additional daily oil revenues exceeded the amount of total annual investment in Ukraine’s entire defense-tech sector.” -Sergiy Kostman, Ukrainian defense consultant [QT @FT: Moscow has so far earned an estimated $1.3bn-$1.9bn windfall from taxes on oil exports, making it the biggest winner from the conflict in the Middle East. What does this mean for energy markets and the Russian economy? https://t.co/iGeBLlcgIO? https://t.co/32fntitofF]
@jimsciutto ↗
北约于周五拦截了一枚进入土耳其领空的伊朗导弹，这是自3月4日以来的第三次此类拦截。以色列国防军（IDF）也探测到伊朗发射的导弹，并正努力拦截。同时，HEGSETH报道称没有明确证据表明伊朗在霍尔木兹海峡布雷。印度总理莫迪因能源危机担忧已与伊朗接触。印度尼西亚的D8峰会因中东战争推迟。美国总统特朗普向G7领导人声称伊朗“即将投降”，但以色列官员评估伊朗政权“近期不太可能垮台”。特朗普还表示普京“可能多少有点帮助伊朗”。
NATO intercepted Iranian missile in Turkish airspace (3rd since March 4), IDF detects missiles from Iran, no evidence Iran placed mines in Strait of Hormuz, India Modi reaches out to Iran, D8 summit delayed, Trump Iran 'about to surrender', Israeli officials Iran regime 'unlikely to fall', Trump Putin helping Iran
中东冲突持续升级，军事拦截事件频发，但关于布雷等关键军事行动仍存在不确定性。尽管美国总统特朗普发表了对伊朗强硬的声明，但以色列官员的评估则更为谨慎，表明伊朗局势的复杂性。地区国家的外交活动以及国际会议的推迟，都凸显了当前地缘政治的紧张和不稳定性。
NATO intercepted an Iranian missile that entered Turkish airspace on Friday, Turkey’s Defense Ministry says, the third such interception since March 4 https://t.co/0TaBhhubc4
@business ↗
据报道，美国总统特朗普在即将进行的北京之行后，可能会签署一项价值140亿美元的对台军售协议，此举引发中国呼吁美国停止向台湾出售武器。同时，美国贸易代表格里尔表示，希望确保稀土对美国制造业的持续供应，并正在对英国、欧盟和加拿大展开新的关税调查，以巩固关税壁垒，此前最高法院曾裁定美国此前的一些关税为非法。
China US stop weapons to Taiwan, Trump $14 billion deal, US Trade Representative Greer rare earths supply, new tariff investigation UK/EU/Canada, Supreme Court ruling
中美台关系因潜在的巨额军售协议再次紧张，中国对此表达了强烈不满。与此同时，美国在贸易政策上采取了双重策略：一方面寻求关键矿产供应链的稳定，另一方面则在最高法院裁决后，针对多个贸易伙伴启动新的关税调查，旨在重塑全球贸易格局并强化美国贸易立场。
China called on the US to stop selling weapons to Taiwan after a report that Trump could sign off on a $14 billion deal after his trip to Beijing later this month https://t.co/trHSowMHf6
@business ↗
Flying Tulip的稳定币ftUSD已在Sonic上线，为USDC（很快也将支持USSD）提供约6%的收益率，启动上限为100万美元ftUSD，铸造/赎回费用为0.1%。与此同时，CoW Swap的一个解算器通过一个仅有7.3万美元流动性的Sushiswap资金池路由了5000万美元，导致99.93%的损失，其中MEV（最大可提取价值）机器人提取了4500万美元，区块构建者获得3400万美元，Lido获得120万美元。Sky USDS单日流入9.5亿美元，成为以太坊上收入最高的协议，但其148亿美元的总存款中，有148亿美元来自Justin Sun一人，鉴于储蓄产品55%的流动性比率，这引发了对中心化和潜在银行挤兑的担忧。
ftUSD live on Sonic (~6% yield, 1M cap), CoW Swap $50m routed through $73k Sushiswap pool (99.93% loss, $45m MEV), Sky USDS $950m inflow, Ethereum top revenue, $14.8bn from Justin Sun, 55% liquidity ratio
DeFi领域正涌现新的收益产品和生态系统活动，如ftUSD的上线。然而，高额的资金路由失误和MEV提取显示了DeFi机制的脆弱性和操作风险。此外，Sky USDS案例凸显了头部协议中存在的过度中心化风险，单一鲸鱼持有者可能对协议稳定性和用户资金安全构成威胁。
CoW Swap solver routed $50m through a Sushiswap pool with $73k liquidity. received 324 AAVE worth $36k. 99.93% loss. MEV bots extracted $45m in one block. block builder took $34m. Lido earned $1.2m as proposer. if you're moving >$10m through aggregators without TWAP or OTC you
@aixbt_agent ↗
比特币价格突破7万美元大关，有评论认为特朗普的一条推文可能推动了包括以太坊和XRP在内的加密货币上涨。此外，超过400个团队为Solana的MONOLITH黑客马拉松提交并发布了应用程序。
Bitcoin surges past $70,000, Solana MONOLITH hackathon 400+ teams shipped apps
比特币的强劲表现再次吸引市场关注，而Solana生态系统通过大型开发者活动展示了其持续的活力和增长潜力。加密货币市场可能受到宏观政治言论的影响，但底层的技术开发和生态建设也是其长期发展的重要动力。
Bitcoin Surges Past $70,000. This Trump Post Could Be Lifting the Crypto, Ethereum and XRP. https://t.co/rcLKGQZJN
@barronsonline ↗
自伊朗战争爆发以来，莫斯科已从石油出口税中获得约13亿至19亿美元的意外收入，这笔金额超出了乌克兰全年国防技术部门的总投资。
$1.3bn-$1.9bn windfall from oil export taxes
伊朗战争导致油价飙升，使得俄罗斯成为主要财政受益者，其额外石油收入甚至超过了乌克兰的年度国防技术投入。这表明中东冲突正在重塑全球能源市场格局，并为俄罗斯经济带来显著提振。
“Roughly speaking, after the Iran war began and oil prices spiked, Russia’s additional daily oil revenues exceeded the amount of total annual investment in Ukraine’s entire defense-tech sector.” -Sergiy Kostman, Ukrainian defense consultant
@jimsciutto ↗
随着伊朗冲突持续升级，布伦特原油价格维持在每桶100美元以上，达到近四年来的最高水平；美元走强，而新兴市场股市连续第二周下跌。
Oil above $100, Dollar extended gains, Emerging market stocks losses
高企的油价和地区冲突正对全球市场产生广泛影响，推动美元走强并导致新兴市场股市承压。经济学家们正在权衡通胀冲击与油价飙升对增长带来的负面影响，市场担忧这可能预示着类似全球金融危机前的局面。
"My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day that the war continues:" @JavierBlas "The White House doesn’t have more meaningful tools" to bring down energy prices."
@lisaabramowicz1 ↗
上个月加拿大经济失去了四年多以来最多的就业岗位，导致失业率上升至6.7%。
unemployment rate up to 6.7%, lost most jobs in more than four years
加拿大劳动力市场出现显著疲软，失业率大幅上升，表明该国经济面临下行压力。
The Canadian economy lost the most jobs in more than four years last month, driving the unemployment rate up to 6.7%
@business ↗
彭博社调查显示，经济学家们将美联储下一次降息的预期时间从3月推迟到6月，但仍预计年底前会有两次各25个基点的降息。市场正在重新定价通胀和利率预期，使美联储降息可能性降低，甚至英国央行可能被迫加息。
Fed rate cut to June from March, two quarter-point reductions by year-end, BoE may be forced into a hike
市场对美联储货币政策的预期已发生转变，预计降息将晚于此前预期，且降息空间可能受限。同时，英国央行面临更大的加息压力，反映出全球主要经济体在应对通胀和能源成本上升方面的不同挑战。
Markets have moved to quickly reprice inflation and interest rate expectations as oil stays around $100 a barrel. Artemis's Josh Passmore explains why a rate cut from the Federal Reserve looks increasingly unlikely, while the Bank of England may even be forced into a hike
@reutersbiz ↗
德国企业破产数量达到2014年以来的最高水平。
German corporate insolvencies highest level since 2014
这表明德国企业面临显著的经济压力，可能预示着更广泛的经济下行风险。
German corporate insolvencies reach highest level since 2014
@reutersbiz ↗
Meta因内部评估表现不佳，将AI模型“Avocado”的发布推迟至至少5月，并正考虑临时授权使用谷歌的Gemini模型作为替代方案。
Meta delayed Avocado until at least May, licensing Google's Gemini
Meta在其内部AI模型开发上遇到挑战，未能达到预期表现，因此寻求外部解决方案。这可能反映出大型科技公司在AI竞赛中面临的研发压力和竞争激烈程度。
META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution.
@jaredkubin ↗
美国已利用Claude及其他人工智能系统来塑造其AI战争愿景，目前该战略正在伊朗冲突中实时展开。
US used Claude and other AI systems for AI warfare vision in Iran
人工智能技术正在被美国军事战略积极整合，并已投入实时冲突应用，这标志着AI在现代战争中的角色日益重要。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time.
@business ↗
中国已批准一款脑机接口医疗器械上市，这在全球尚属首次。
China approves market launch of brain-computer interface medical device in world first
这一里程碑事件标志着中国在先进医疗科技领域取得了全球领先地位，可能对神经科学和医疗产业产生深远影响。
China approves market launch of brain-computer interface medical device in world first
@reutersasia ↗
TikTok母公司字节跳动已获得了英伟达的顶级芯片。
Bytedance gets access to top Nvidia chips
这表明字节跳动在AI基础设施建设方面取得了关键进展，将有助于其在AI技术开发和应用上的竞争优势。同时，也反映出顶级AI芯片的战略重要性。
Tiktok parent Bytedance gets access to top Nvidia chips - WSJ. $NVDA
@financialjuice ↗
埃隆·马斯克表示，在经历了一系列员工离职导致公司前景不明后，他打算重建其人工智能初创公司xAI，并为过去拒绝有潜力的候选人致歉，正重新联系他们。
Elon Musk to rebuild xAI, departures, reaching back out to promising candidates
xAI正面临内部人才流失的挑战，马斯克亲自介入，承认此前招聘策略的失误，并积极寻求人才回流，显示公司正努力稳定团队并重新规划发展路径。
Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.
@elonmusk ↗
本田汽车预计将录得上市近70年来的首次年度亏损，这反映出市场对其电动汽车转型速度与消费者需求不匹配的现实检验。
Honda expects its first annual loss in nearly 70 years
本田的预期亏损不仅是电动汽车转型故事的一部分，更是对市场需求的一次现实检验。这表明其在EV领域的激进投资并未得到消费者足够快的响应，给传统车企的转型策略敲响警钟。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@Polymarket ↗
美国中央司令部报告，3月12日下午2时左右，一架美国KC-135空中加油机在伊拉克西部坠毁，机上六名机组人员中已有四人确认死亡，救援工作仍在进行。
U.S. KC-135 refueling aircraft went down in western Iraq, Four of six crew members confirmed deceased
这起坠机事件是美国在伊拉克军事行动中的一次重大伤亡事故，凸显了该地区行动的风险。该事件作为美国对伊朗军事行动的一部分，引发了对地区局势的进一步关注。
Four Confirmed Deceased in Loss of U.S. KC-135 Over Iraq TAMPA, Fla. – At approximately 2 pm ET on March 12, a U.S. KC-135 refueling aircraft went down in western Iraq. Four of six crew members on board the aircraft have been confirmed deceased as rescue efforts continue.
@centcom ↗
美国进一步放松了对俄罗斯的制裁，允许所有国家购买已于3月12日装载的俄罗斯石油。克里姆林宫认为此举符合其稳定能源市场的利益，但德国经济部长Katherina Reiche对此表示担忧，认为这将帮助普京资助其对乌克兰的战争。
US eased Russian sanctions, all countries to buy Russian oil, March 12
美国此举旨在稳定全球能源市场，却在盟友中引发分歧，德国担心这会间接资助俄罗斯在乌克兰的军事行动。俄罗斯则乐见其成，认为此举符合自身利益，凸显了在复杂地缘政治背景下，制裁政策实施的挑战与多重考量。
US has further eased Russian sanctions, allowing ALL countries (and not just India) to buy Russian oil already loaded by March 12. Vladimir Putin continues to cash in on President Trump's attack on Iran. The Kremlin can sell stranded oil barrels at much higher prices.
@JavierBlas ↗
据报道，数千艘中国渔船正在东海台湾附近“以几何队形集结”。
Thousands of Chinese fishing boats, massing in geometric formations, East China Sea near Taiwan
此举可能被视为中国在该地区宣示主权或进行军事威慑的信号，加剧了台湾海峡及周边地区的地缘政治紧张局势，对区域安全构成潜在威胁。
BREAKING: Thousands of Chinese fishing boats have reportedly been “massing in geometric formations” in the East China Sea near Taiwan.
@polymarket ↗
北约拦截了一枚周五进入土耳其领空的伊朗导弹，这是自3月4日以来的第三次拦截；以色列国防军（IDF）也侦测到来自伊朗的导弹发射并正在进行拦截。
NATO intercepted an Iranian missile in Turkish airspace, third such interception since March 4; IDF detects launch of missiles from Iran, working to intercept
中东地区军事冲突显著升级，伊朗的导弹活动直接威胁到土耳其等邻国领空，并引发以色列的防御行动。这表明地区冲突正从代理人战争向更直接的军事对抗演变。
IDF detects launch of missiles from Iran, working to intercept
@financialjuice ↗
过去24小时内，霍尔木兹海峡的商业海运交通 фактически陷入停滞状态，未有确认的双向通行船只。法国和意大利已与伊朗开启对话，以期确保航道安全。
Commercial maritime traffic through the Strait of Hormuz remains effectively at a standstill for the past 24 hours
伊朗战争已严重扰乱全球关键航运通道，对全球贸易和能源供应构成巨大威胁。欧洲国家通过外交途径寻求解决方案，凸显了该海峡对国际经济的战略重要性。
🚨 FRANCE AND ITALY OPEN TALKS WITH IRAN IN HOPE OF SECURING SAFE HORMUZ PASSAGE - FT
@DeItaone ↗
Sky USDS协议实现单日9.5亿美元的流入，成为以太坊上收入最高的协议，但其148亿美元的总存款中，有148亿美元来自Justin Sun的单一钱包，且储蓄产品的流动性比率为55%。
Sky USDS $950m single day inflow, Ethereum's top revenue protocol, $14.8b total deposits from Justin Sun, 55% liquidity ratio
该协议的显著增长高度依赖于Justin Sun这一单一巨鲸，导致流动性集中风险极高。一旦Justin Sun撤资，协议可能面临严重的挤兑风险，引发市场对DeFi项目中心化风险的担忧。
Sky USDS posted $950m single day inflow. became ethereum's top revenue protocol. impressive until you see $14.8b of total deposits come from Justin Sun alone. one wallet controls the growth narrative. 55% liquidity ratio on savings products. if sun exits this becomes a bank run
@aixbt_agent ↗
一个CoW Swap解析器通过一个流动性仅7.3万美元的Sushiswap池路由了5000万美元资金，导致99.93%的损失（仅收到3.6万美元），MEV（最大可提取价值）机器人从中提取了4500万美元。
$50m routed through a Sushiswap pool with $73k liquidity, 99.93% loss, MEV bots extracted $45m
这起事件凸显了DeFi聚合器和低流动性资金池中存在的巨大风险和漏洞，MEV机器人能够利用这些漏洞进行套利，导致用户资金的巨额损失。这警示用户在进行大额交易时需谨慎选择路径并评估流动性风险。
CoW Swap solver routed $50m through a Sushiswap pool with $73k liquidity. received 324 AAVE worth $36k. 99.93% loss. MEV bots extracted $45m in one block. block builder took $34m. Lido earned $1.2m as proposer. if you're moving >$10m through aggregators without TWAP or OTC you
@aixbt_agent ↗
全球最大的加密货币会议之一Token2049取消了原定下月在迪拜举行的活动，原因是阿联酋及其他中东国家持续遭受来自伊朗的导弹袭击。
Token2049 Dubai event canceled, Iranian missile strikes in UAE
中东地区地缘政治动荡已直接影响到全球加密行业的重大活动，表明区域冲突的风险正在蔓延至商业和会议领域，可能对地区加密生态系统的发展产生负面影响。
Token2049, one of crypto’s largest conferences globally, will no longer hold its Dubai event as planned next month, as the United Arab Emirates and other Middle Eastern countries face ongoing missile strikes from Iran
@business ↗
美国2025年第四季度GDP年化增长率第二次预估值被大幅下修至0.7%，远低于1.4%的预期和初值。
US GDP QoQ 2nd Estimate Actual 0.7% (Forecast 1.4%, Previous 1.4%)
强劲的预测与实际值之间存在巨大差距，表明美国经济增长远低于预期，引发了对经济放缓的担忧，市场正重新评估经济前景。
US GDP QoQ 2nd Estimate Actual 0.7% (Forecast 1.4%, Previous 1.4%)
@financialjuice ↗
加拿大2月就业人数减少83.9万人，远低于预期的增加1万人，且失业率升至6.7%，高于预期的6.6%，创四年多来最大单月就业降幅。
Canadian Employment Change Actual -83.9k (Forecast 10k, Previous -24.8k); Canadian Unemployment Rate Actual 6.7% (Forecast 6.6%, Previous 6.5%)
加拿大劳动力市场出现急剧、意外的收缩，失业率上升幅度超出预期，表明经济状况显著恶化，对未来经济前景构成压力。
Canadian Employment Change Actual -83.9k (Forecast 10k, Previous -24.8k)
@financialjuice ↗
沙特阿拉伯宣布将石油日产量至少削减200万桶，使其日产量降至约800万桶。
Saudi Arabia cuts oil output by at least 2 million bpd to around 8 mln bpd
沙特大幅减产石油，此举可能对全球石油价格和供应动态产生重大影响，并加剧市场紧张局势，尤其是在当前地缘政治不确定性下。
🔴Saudi Arabia cuts oil output by at least 2 million bpd to around 8 mln bpd - Sources
@financialjuice ↗
受霍尔木兹海峡持续中断影响，布伦特原油期货价格突破每桶100美元。芝加哥商品交易所（CME）警告称，美国干预石油期货市场将是“灾难性的”。专家预计，伊朗战争每持续一天，油价将额外上涨3-6美元，而白宫在平抑能源价格方面工具有限。
Brent oil futures climb above $100; US intervention in oil futures would be a ‘biblical disaster’; oil market will add $3 to $6 a barrel for every day that the war continues
霍尔木兹海峡的地缘政治风险持续推高国际油价。市场普遍认为，在战争持续和政府干预受限的情况下，油价将继续面临上行压力。
"My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day that the war continues:" @JavierBlas "The White House doesn’t have more meaningful tools" to bring down energy prices.
@lisaabramowicz1 ↗
随着油价维持在每桶100美元左右，市场迅速重估了通胀和利率预期。分析师Josh Passmore表示，美联储降息的可能性越来越小，而英国央行甚至可能被迫加息。
oil stays around $100 a barrel; Fed rate cut looks increasingly unlikely; Bank of England may even be forced into a hike
高油价正在促使全球央行的货币政策预期转向鹰派，市场对美联储和英国央行未来行动的判断发生了显著变化，反映出通胀压力的持续性。
Markets have moved to quickly reprice inflation and interest rate expectations as oil stays around $100 a barrel. Artemis's Josh Passmore explains why a rate cut from the Federal Reserve looks increasingly unlikely, while the Bank of England may even be forced into a hike https://t.co/6cVlz1J5Ul
@reutersbiz ↗
中国已批准一款脑机接口（BCI）医疗设备上市，这是全球首例此类设备获得市场准入。
China approves market launch of brain-computer interface medical device in world first
此举标志着中国在先进医疗AI领域取得了重大技术突破和监管进展，展现了其在该前沿技术领域的全球领先地位。
China approves market launch of brain-computer interface medical device in world first https://t.co/hCcvGIeU9m
@reutersasia ↗
美国已利用Claude及其他人工智能系统来制定其AI战争愿景，该策略目前正在伊朗实时展开。
US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare; In Iran that strategy is unfolding in real time
此举凸显了美国在军事战略和作战中对先进AI技术的实际应用，标志着AI在国家安全和冲突管理中的作用日益增强。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️ https://t.co/XnJJiT8tSb
@business ↗
本田公司预计将录得上市近70年来的首次年度亏损，这并非仅仅因为电动汽车转型，而是由于更广泛的需求现实。
Honda expects its first annual loss in nearly 70 years
这一历史性亏损预示着传统汽车制造商正面临深层次的行业挑战，包括电动化转型成本和市场需求结构性变化，其影响超越了单一技术趋势。
JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
@Polymarket ↗
美国正采取决定性措施以削弱伊朗的力量投射能力，美军中央司令部（CENTCOM）视伊朗为中东地区头号威胁。美国战争部长赫格塞斯宣布，今日将进行迄今为止最大规模的袭击，美以联军已打击超过1.5万个目标，并旨在摧毁伊朗所有国防企业。
US forces continue to take decisive steps; highest volume of US strikes yet; US and Israel have struck more than 15,000 targets; all of Iran's defense companies will soon be destroyed
美国军事行动的升级表明冲突已进入白热化阶段，旨在全面削弱伊朗的军事和工业能力，这将对中东地区稳定和全球能源市场产生深远影响。
BREAKING: Trump claimed to G7 leaders Iran is “about to surrender”
@financialjuice ↗
美国战争部长皮特·赫格塞斯表示，伊朗新任最高领袖穆吉塔巴·哈梅内伊在美以联军的行动中受伤，可能毁容。前总统特朗普则认为哈梅内伊虽然受伤，但仍然存活。
Iran’s new Supreme Leader Mojtaba Khamenei is wounded and likely disfigured; Trump believes the Iranian leader is alive but damaged
这一消息表明针对伊朗领导层的军事打击取得了显著效果，无论确切伤情如何，都将对伊朗内部政治稳定和未来的行动产生重要影响。
Breaking: Iran's new Supreme Leader Mojtaba Khamenei is wounded and likely disfigured, US Defense Secretary Pete Hegseth says. Get the latest news and analysis in our live blog: https://t.co/3zbhV6xt0I
@business ↗
霍尔木兹海峡的商业海运交通几乎完全停滞，24小时内未见任何船只通过。美国战争部长赫格塞斯表示，伊朗的袭击是造成交通停滞的唯一原因，并强调美国不会允许海峡持续受到挑战，已制定所有应对方案以确保其畅通。
Commercial maritime traffic through the Strait of Hormuz remains effectively at a standstill; only thing preventing traffic is Iran's attacks; not going to allow it to remain contested; have a plan for every option
霍尔木兹海峡的持续中断对全球能源供应构成严重威胁。美国政府的强硬表态预示可能采取进一步军事行动，以维护这一关键航道的国际航行自由。
Commercial maritime traffic through the Strait of Hormuz remains effectively at a standstill with no confirmed transits in either direction over the past 24 hours https://t.co/tP3NXXAp2P
@business ↗
据报道，数千艘中国渔船正在台湾附近的东海海域以“几何编队”大规模集结。
Thousands of Chinese fishing boats have reportedly been “massing in geometric formations” in the East China Sea near Taiwan
这种不寻常的中国海上活动可能预示着地区紧张局势的升级，或者中国正加强在争议海域的领土主张，对地区安全构成潜在威胁。
BREAKING: Thousands of Chinese fishing boats have reportedly been “massing in geometric formations” in the East China Sea near Taiwan.
@polymarket ↗
美国进一步放宽了对俄罗斯的制裁，允许所有国家在3月12日前购买已装载的俄罗斯石油，这使得俄罗斯自伊朗战争爆发以来，通过石油出口税获得了约13亿至19亿美元的意外之财。德国经济部长卡特琳娜·赖歇对此表示担忧，认为此举将资助俄罗斯对乌克兰的战争。
US has further eased Russian sanctions, allowing ALL countries (and not just India) to buy Russian oil already loaded by March 12; Moscow has so far earned an estimated $1.3bn-$1.9bn windfall from taxes on oil exports; German Economy Minister Katherina Reiche expressed concern
美国政策的调整意外地让俄罗斯从地区冲突中获利，这不仅削弱了对俄制裁的效果，也引发了盟友对俄乌战争资金流向的担忧，暴露了国际制裁体系的复杂性和多边协调的挑战。
US has further eased Russian sanctions, allowing ALL countries (and not just India) to buy Russian oil already loaded by March 12. Vladimir Putin continues to cash in on President Trump's attack on Iran. The Kremlin can sell stranded oil barrels at much higher prices. https://t.co/v61lHEHYi1
@JavierBlas ↗
CoW Swap的一个解算器通过一个仅有7.3万美元流动性的Sushiswap池路由了5000万美元的交易，导致99.93%的损失（4996.4万美元），并使得MEV（最大可提取价值）机器人提取了4500万美元。
$50m routed through a Sushiswap pool with $73k liquidity; 99.93% loss; MEV bots extracted $45m
这起事件揭示了去中心化金融（DeFi）领域中因流动性错配和MEV套利造成的巨大风险，对用户资金安全和DeFi协议的健壮性提出了严峻挑战，可能损害市场信心。
CoW Swap solver routed $50m through a Sushiswap pool with $73k liquidity. received 324 AAVE worth $36k. 99.93% loss. MEV bots extracted $45m in one block. block builder took $34m. Lido earned $1.2m as proposer. if you're moving >$10m through aggregators without TWAP or OTC you
@aixbt_agent ↗
全球最大的加密货币会议之一Token2049，由于中东地区持续的伊朗导弹袭击，取消了原定下个月在迪拜举行的活动。
Token2049, one of crypto’s largest conferences globally, will no longer hold its Dubai event; missile strikes from Iran
这一事件直接反映了地缘政治冲突对全球加密货币行业运营和重要活动的影响，凸显了区域不稳定带来的现实风险，可能促使行业重新评估活动举办地点。
Token2049, one of crypto’s largest conferences globally, will no longer hold its Dubai event as planned next month, as the United Arab Emirates and other Middle Eastern countries face ongoing missile strikes from Iran https://t.co/YBBqwyyUaa
@business ↗
Sky USDS稳定币单日流入9.5亿美元，成为以太坊上收入最高的协议。然而，其总计148亿美元存款中，有超过55%的流动性来自单一钱包（Justin Sun），一旦该巨鲸撤资，将可能引发挤兑风险。
Sky USDS posted $950m single day inflow; $14.8b of total deposits come from Justin Sun alone; one wallet controls the growth narrative; 55% liquidity ratio; if Sun exits this becomes a bank run
该事件揭示了DeFi项目中高度中心化的巨鲸风险，表明即使是看似成功的协议也可能因单一大持有者的行为而面临系统性稳定挑战。
Sky USDS posted $950m single day inflow. became ethereum's top revenue protocol. impressive until you see $14.8b of total deposits come from Justin Sun alone. one wallet controls the growth narrative. 55% liquidity ratio on savings products. if sun exits this becomes a bank run
@aixbt_agent ↗
美国2025年第四季度GDP（第二次估算）被大幅下修至0.7%，远低于预期的1.4%和此前公布的4.4%。
US GDP QoQ (Q4) Act.: 0.7%, Est.: 1.4%, Prev.: 4.4%
此次GDP数据大幅下调表明2025年底的经济表现远比最初估计的要疲软，引发了对经济基本面而非暂时性因素的担忧。
4Q25 real GDP was revised down from 1.4% to only 0.7% … details below, with weights and priors
@lizannsonders ↗
美国1月个人消费支出（PCE）物价指数同比上涨2.8%，略低于预期的2.9%；核心PCE物价指数同比上涨3.1%，符合预期。
PCE Price Index (YoY) (Jan) Act.: 2.8%, Est.: 2.9%, Prev.: 2.9%; Core PCE Price Index YoY Act.: 3.1%, Est.: 3.1%
尽管总体PCE通胀略有放缓，但美联储青睐的核心通胀指标保持稳定，这表明潜在价格压力依然存在。
JEROME POWELL AND THE FED'S PREFERRED INFLATION INDEX JUST RELEASED 🇺🇸 PCE for January just came in at +2.8% YoY below expectations +2.9% YoY (+0.3% MoM below expectations +0.4%)
@stockmktnewz ↗
加拿大2月就业人数减少8.39万人，远低于预期的增加1万人，且逊于此前-2.48万人的数据，导致失业率升至6.7%（高于预期的6.6%）。这是四年多来就业人数下降幅度最大的一次。
Canadian Employment Change Actual -83.9k, Forecast 10k; Canadian Unemployment Rate Actual 6.7%, Forecast 6.6%
这一数据表明加拿大劳动力市场出现急剧且显著的恶化，可能预示着经济放缓。同时，平均时薪同比增长4.2%，高于预期，或给通胀带来压力。
The Canadian economy lost the most jobs in more than four years last month, driving the unemployment rate up to 6.7%
@business ↗
沙特阿拉伯宣布将石油日产量削减200万桶至约800万桶/日，以应对霍尔木兹海峡关闭，导致布伦特原油期货突破100美元。然而，在美国暂时取消对俄罗斯石油的制裁后，原油价格从100美元关口回落。
Saudi Arabia cuts oil production by 2 million bpd; Brent oil futures climb above $100; Russian-oil sanctions removed
沙特减产与霍尔木兹海峡的关闭立即收紧了全球石油供应并推高了油价。但美国为稳定全球市场而放松对俄制裁，为市场带来了暂时的缓解，导致了价格波动。
BREAKING: Saudi Arabia has cut oil production by 2 million barrels per day amid the Strait of Hormuz closure.
@kobeissiletter ↗
美国债券市场波动率飙升，ICE BofA MOVE指数上涨64%至95点，创2025年6月以来新高。彭博调查显示，经济学家们将美联储首次降息的预期从3月推迟至6月，但仍预计今年将有两次25个基点的降息。
ICE BofA MOVE Index up to 95 points (+64%); Fed rate cut expectation moved to June from March
债券市场波动率显著上升反映了市场不确定性加剧。同时，经济学家们正在重新评估美联储的政策前景，表明降息周期可能不像之前预期的那么激进。
US bond market volatility is surging: The ICE BofA MOVE Index is up to 95 points, the highest since June 2025. The index, also called the “VIX of bonds,” measures the yield volatility of 2-year, 5-year, 10-year, and 30-year Treasuries. The gauge has risen +37 points, or +64%
@kobeissiletter ↗
美国正在利用包括Claude在内的人工智能系统来制定其AI战争战略，该战略目前正在伊朗地区实时展开。
US using AI systems like Claude; AI warfare strategy unfolding in Iran
这标志着先进人工智能在军事冲突中的一个重要实际应用，表明AI已直接且即时地融入到战略防御行动中。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time.
@business ↗
中国已批准一款脑机接口（BCI）医疗器械上市，这在全球尚属首次。
China approved BCI medical device; world first
这标志着神经技术领域的重大技术和监管突破，将中国推向BCI医疗商业化前沿。
China approves market launch of brain-computer interface medical device in world first
@reutersasia ↗
欧盟理事会已就旨在简化人工智能规则和法规的共同立场达成一致。
EU council agrees to streamline AI rules
这是欧盟建立统一AI监管框架的关键一步，可能为全球AI治理树立先例。
EU council agrees on a position to streamline rules on AI
@financialjuice ↗
本田公司预计将报告其上市近70年来的首次年度亏损。
Honda expects its first annual loss in nearly 70 years
本田的这一重大财务下滑被归因于对电动汽车转型的巨额投资，以及电动汽车消费者采用率低于预期。
Honda’s Loss Is Not an EV Story Alone. It Is a Demand Reality Check This is what happens when a legacy industrial company spends heavily for a transition that regulators accelerated, investors rewarded, and consumers never embraced at the pace management modeled. Honda now
@onechancefreedm ↗
Carvana ($CVNA) 宣布进行5:1的股票分割。
Carvana 5:1 stock split
股票分割通常旨在使股票对更广泛的投资者更具吸引力，并可能反映管理层对未来增长的信心，尽管其内在价值保持不变。
Carvana $CVNA just announced a 5:1 stock split
@stockmktnewz ↗
嘉信理财（$SCHW）报告其平台上的客户资产总额达到12.22万亿美元，同比增长19%。
Charles Schwab $12.22 trillion client assets, up 19% YoY
客户资产的强劲增长表明嘉信理财在客户获取和留存方面表现出色，反映了市场对其金融平台的积极情绪和信任。
Charles Schwab $SCHW said today it now has a total of $12.22 trillion of client assets on its platform up 19% YoY
@stockmktnewz ↗
Atlassian宣布裁员1600人，其股价已从2021年峰值下跌84%。
Atlassian cut 1,600 jobs; stock down 84% from 2021 peak
大规模裁员和股价大幅下跌表明Atlassian面临严峻的业务挑战，这可能源于对其增长预测和市场状况的重新评估。
The 'SaaSpocalypse' just claimed 1,600 Atlassian jobs. Five months ago, the CEO said they'd employ more engineers in the future, not fewer. The stock is down 84% from its 2021 peak.
@thenextweb ↗
霍尔木兹海峡目前已基本关闭，过去24小时内未有商业船只通过，该海峡通常承担全球27%的石油贸易（2100万桶/日）。法国和意大利已与伊朗展开谈判以确保安全通航。美国战争部长Hegseth表示伊朗的袭击阻碍了通航，并称美国不会允许海峡持续受到争议，但同时又称没有明确证据表明伊朗布设了水雷。
Strait of Hormuz effectively closed; 21M bpd normally move through; France and Italy open talks with Iran; Hegseth's conflicting statements
这条关键海峡的完全停滞对全球能源和贸易构成重大危机。欧洲的斡旋努力旨在缓和局势，而美国官员矛盾的声明则反映了局势的复杂性和高度敏感性，以及可能存在的叙事控制尝试。
27% of the worlds old trade passes through the Strait of Hormuz 89% of the oil goes to Asia https://t.co/EpjTsbm52P [QT @ThemesETFs: 🛢️ One Strait, A Quarter of the World’s Oil Hormuz is effectively closed. 21M bpd normally move through it. - Hundreds of vessels waiting outside - Ships struck by projectiles - Tanker traffic collapsing - Naval mines deployed Global oil flows through a very narrow gate. https://t.co/D4GMsWGUi4]
@stockmktnewz ↗
一架美国KC-135加油机于3月12日在伊拉克西部坠毁，机上6名机组人员中有4人死亡。美国战争部长Pete Hegseth宣布今天将是美国对伊朗袭击量最大的一天，并称伊朗领导人正转移至掩体和民用区。Hegseth和特朗普均表示伊朗新任最高领袖Mojtaba Khamenei在美以行动中受伤并可能毁容。
US KC-135 crash, 4 fatalities; highest volume of US strikes yet; Iranian leaders moving to bunkers; Iran's new Supreme Leader Mojtaba Khamenei wounded/disfigured
此次坠机事件凸显了美国在中东地区军事介入的直接人员代价。Hegseth和特朗普的声明预示着美国军事行动的加剧，并暗示直接针对伊朗领导层，为冲突走向带来了巨大的不确定性。
CENTCOM confirms four of six crewmembers aboard lost KC-135 were killed - search and rescue efforts continue for other two. [QT @CENTCOM: Four Confirmed Deceased in Loss of U.S. KC-135 Over Iraq TAMPA, Fla. – At approximately 2 pm ET on March 12, a U.S. KC-135 refueling aircraft went down in western Iraq. Four of six crew members on board the aircraft have been confirmed deceased as rescue efforts continue. The]
@jimsciutto ↗
伊朗战争已使俄罗斯通过石油出口税获得了约13亿至19亿美元的意外收入。美国进一步放松了对俄罗斯的制裁，允许所有国家购买截至3月12日已装载的俄罗斯石油，这使得俄罗斯能够以更高价格出售被困的石油。
Russia earned $1.3bn-$1.9bn windfall; US eased Russian sanctions (all countries, oil loaded by March 12)
中东冲突反而让俄罗斯在经济上受益，带来了可观的收入增长。美国放松制裁的决定，可能旨在稳定全球石油市场，但也使得俄罗斯能够进一步利用此次混乱。
The Trump administration either didn’t sufficiently forecast the risk of Russian and Chinese material gains from the Iran war, or didn’t prioritize them. [QT @JavierBlas: US has further eased Russian sanctions, allowing ALL countries (and not just India) to buy Russian oil already loaded by March 12. Vladimir Putin continues to cash in on President Trump's attack on Iran. The Kremlin can sell stranded oil barrels at much higher prices. https://t.co/v61lHEHYi1]
@jimsciutto ↗
据报道，数千艘中国渔船在台湾附近的东海“呈几何队形集结”。
Thousands of Chinese fishing boats; "massing in geometric formations"; East China Sea near Taiwan
中国船只在台湾附近异常且有组织的集结被视为具有高度挑衅性，可能预示着领土主张升级或武力展示，引发了对地区稳定性的担忧。
BREAKING: Thousands of Chinese fishing boats have reportedly been “massing in geometric formations” in the East China Sea near Taiwan.
@polymarket ↗
美国贸易代表Jamieson Greer和财政部长Scott Bessent将于明天会见中国官员。Greer强调，美国政府的目标是维持与中国的稳定关系，并确保继续获得来自中国的稀土。
US Trade Representative Jamieson Greer & Treasury Secretary Scott Bessent meeting Chinese officials; ensure rare earths access
此次即将举行的高级别会议突显了在中美两国复杂关系和全球紧张局势下，维持对话的重要性，重点关注战略资源和经济稳定。
US Trade Representative Greer: We want to make sure that we continue to get the rare earths we need for our manufacturing base - CNBC interview
@financialjuice ↗
CoW Swap的一个求解器通过流动性仅为7.3万美元的Sushiswap池路由了5000万美元，导致99.93%的巨额亏损。MEV（最大可提取价值）机器人利用此次机会提取了4500万美元，其中3400万美元归区块构建者所有，120万美元归Lido（作为提议者）。
CoW Swap $50m routed, 99.93% loss; MEV bots extracted $45m
此次事件凸显了DeFi路由机制中存在的严重漏洞或错误，使得MEV机器人能够抢先交易并提取巨额价值，强调了去中心化金融中持续存在的风险。
CoW Swap solver routed $50m through a Sushiswap pool with $73k liquidity. received 324 AAVE worth $36k. 99.93% loss. MEV bots extracted $45m in one block. block builder took $34m. Lido earned $1.2m as proposer. if you're moving >$10m through aggregators without TWAP or OTC you
@aixbt_agent ↗
主要的加密货币公司Tether持有1220亿美元的美国国债。
Tether holds $122 billion in US Treasuries
这一庞大的美国政府债务持有量突显了Tether与传统金融市场的深度融合，以及其作为主要稳定币发行方储备资产的重要地位。
With support at the highest levels of government, $122 billion in US Treasuries and a new American enterprise underway, the crypto company’s billionaire CEO says Tether is here to stay.
@business ↗
全球最大的加密货币会议之一Token2049宣布取消原定于下个月在迪拜举行的活动，原因是伊朗在中东地区持续的导弹袭击。
Token2049 Dubai canceled; missile strikes from Iran
此次取消事件直接表明，不断升级的地缘政治冲突对全球加密行业产生了影响，扰乱了重要活动并凸显了地区的不稳定性。
Token2049, one of crypto’s largest conferences globally, will no longer hold its Dubai event as planned next month, as the United Arab Emirates and other Middle Eastern countries face ongoing missile strikes from Iran
@business ↗
Sky USDS单日流入9.5亿美元，成为以太坊上营收最高的协议，但其总计148亿美元的存款中，有高达148亿美元来自Justin Sun（孙宇晨）的单一钱包。
Sky USDS $950m single-day inflow; $14.8b total deposits from Justin Sun
尽管展示了快速增长和高营收，但存款极端集中于单一实体使Sky USDS面临显著的中心化和潜在挤兑风险，一旦该实体撤回资金，后果不堪设想。
Sky USDS posted $950m single day inflow. became ethereum's top revenue protocol. impressive until you see $14.8b of total deposits come from Justin Sun alone. one wallet controls the growth narrative. 55% liquidity ratio on savings products. if sun exits this becomes a bank run
@aixbt_agent ↗
美国2025年第四季度GDP（第二次读数）年化季率修正值为0.7%，远低于市场预期的1.4%和此前公布的4.4%。
US GDP Q4 (2nd Reading) +0.7%
此次GDP下修至远低于预期的水平，加剧了市场对经济增长放缓的担忧，进而提振了美联储可能提前降息的希望。
US 🇺🇸 GDP for Q4 (2nd Reading out of 3) just came in at +0.7% below expectations of +1.4% [QT @REXShares: BREAKING GDP QoQ (Q4) Act.: 0.7%, Est.: 1.4%, Prev.: 4.4%]
@stockmktnewz ↗
美国1月PCE物价指数同比上涨2.8%（低于预期2.9%），环比上涨0.3%（低于预期0.4%）。核心PCE同比上涨3.1%，为22个月以来的最高水平，也是连续第59次高于美联储2%的目标。
PCE Price Index YoY +2.8%, Core PCE YoY +3.1%
虽然PCE总体数据略低于预期，但核心PCE的持续高企表明通胀黏性仍然存在，这使得市场对美联储下周降息的预期落空，甚至有观点认为可能需要加息以应对。
The Fed's preferred measure of inflation (Core PCE) moved up to 3.1% in January, the highest level in 22 months. That was the 59th consecutive reading above the Fed's 2% target level. There will be no Fed rate cut next week and one could make a strong case for a rate hike. https://t.co/s3GcBZvceD
@charliebilello ↗
加拿大2月就业人数减少8.39万人，远逊于预期的增加1万人；失业率升至6.7%，高于预期的6.6%和前值6.5%。制造业销售额环比下降3%，但平均时薪同比上涨4.2%，远超预期。
Canadian Employment Change -83.9k, Unemployment Rate 6.7%
加拿大就业市场的急剧恶化，特别是失业率的上升和就业人数的大幅减少，表明经济面临显著逆风。尽管平均时薪增长强劲，但整体劳动力市场的疲软可能会影响未来的经济政策。
The Canadian economy lost the most jobs in more than four years last month, driving the unemployment rate up to 6.7% https://t.co/rbjbR64TRY
@business ↗
美国汽油价格已升至每加仑3.63美元，为2024年5月以来的最高水平，过去一周以每天约0.05美元的速度上涨。伊朗战争引发的汽油价格上涨导致美国消费者信心下降至三个月低点。
US Gas prices $3.63/gallon, highest since May 2024
汽油价格的急剧上涨直接侵蚀了消费者的可支配支出，并对通胀预期造成压力。消费者信心的下降预示着对经济前景的担忧，可能对零售消费产生负面影响。
Update: US gas prices are now up to $3.63/gallon, highest since May 2024. Rising at rate of about $.05 per day in the past week. https://t.co/Y7b3cFR0Nl [QT @charliebilello: Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO]
@charliebilello ↗
彭博调查显示，经济学家已将美联储首次降息的预期从3月推迟到6月，但仍预计今年将有两次25个基点的降息。市场对欧洲央行和英国央行加息的预期也被认为过于超前。
Fed rate cut expectation pushed to June from March
降息预期的推迟反映了市场对通胀黏性和经济韧性的重新评估。尽管如此，美国股市在经济放缓迹象下上涨，部分原因是降息希望仍然存在，但部分机构认为市场对央行政策的定价可能过于乐观。
Economists pushed back their expectation for the Fed’s next rate cut to June from March, but still see two quarter-point reductions by year-end, a Bloomberg survey shows https://t.co/Xo14YU6zAT
@business ↗
据WIRED报道，AI代理目前正在雇佣人类来执行真实世界中的具体任务。
AI agents hiring humans for real-world tasks
这一发展表明AI在复杂任务执行方面仍需人类协作，也预示着AI在劳动力市场中可能扮演的角色将变得更加多元，从自动化转向任务协调者。
AI agents are now hiring humans to carry out real-world tasks, per WIRED
@unusual_whales ↗
美国正利用Claude等人工智能系统来塑造其AI战争愿景，这一战略正在伊朗冲突中实时展开。此外，五角大楼与AI公司Anthropic之间存在争议。
US utilizes AI systems like Claude for AI warfare in Iran
这表明AI在现代军事战略中的作用日益增强，但同时也引发了关于技术伦理和国家安全合作的讨论，尤其是在与Anthropic等公司的合作中。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️ https://t.co/XnJJiT8tSb
@business ↗
中国已批准一项脑机接口医疗设备上市，成为全球首个批准此类设备市场应用的国家。
China approves market launch of brain-computer interface medical device
此举标志着中国在脑机接口技术商业化方面取得了全球领先地位，可能加速该领域的研究和应用，并为神经科学和医疗技术带来革命性突破。
China approves market launch of brain-computer interface medical device in world first https://t.co/hCcvGIeU9m
@reutersasia ↗
欧盟理事会已就人工智能（AI）规则的简化立场达成一致。
EU council agrees to streamline rules on AI
此举是欧盟在规范AI技术发展方面的重要一步，旨在为AI的开发和部署提供更清晰的法律框架，可能对全球AI行业标准产生影响。
EU council agrees on a position to streamline rules on AI
@financialjuice ↗
汽车零售商Carvana ($CVNA) 董事会已批准一项1股拆5股的股票分割计划，以降低其高企的股价。
Carvana $CVNA 5-for-1 stock split
股票分割通常旨在提高股票的流动性和可负担性，吸引更多散户投资者。此举可能反映了公司管理层对未来股价增长的信心，尽管其股价已从疫情低点大幅上涨。
Carvana $CVNA just announced a 5:1 stock split https://t.co/L1FrrpAmdx
@stockmktnewz ↗
嘉信理财（Charles Schwab, $SCHW）报告其平台客户总资产达到12.22万亿美元，同比增长19%。公司预计第一季度营收增长约16%。
Charles Schwab $SCHW client assets $12.22T, +19% YoY
这一强劲的资产增长数据表明，尽管经济前景存在不确定性，零售投资者依然活跃。嘉信理财的营收增长预期也反映了其在当前市场环境下的稳健表现。
Charles Schwab $SCHW said today it now has a total of $12.22 trillion of client assets on its platform up 19% YoY
@stockmktnewz ↗
本田汽车（Honda）预计将录得上市近70年来的首次年度亏损，主要原因是为电动汽车转型投入巨资，而消费者对电动汽车的接受速度不及预期。
Honda expects first annual loss in nearly 70 years
这一消息突显了传统汽车制造商在向电动化转型过程中面临的巨大财务挑战和市场风险。虽然监管机构和投资者曾奖励这种转型，但消费者需求未能按管理层模型实现，导致了当前的困境。
Honda’s Loss Is Not an EV Story Alone. It Is a Demand Reality Check This is what happens when a legacy industrial company spends heavily for a transition that regulators accelerated, investors rewarded, and consumers never embraced at the pace management modeled. Honda now https://t.co/DdFXpcpF88 [QT @Polymarket: JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.]
@onechancefreedm ↗
2026年初，大众汽车在中国汽车市场重回销量榜首，超越了比亚迪，原因是中国电动汽车补贴政策的减弱影响了销售。
Volkswagen reclaimed top spot in China's auto market, overtaking BYD
这一转变表明，补贴政策的调整对中国电动汽车市场格局产生了显著影响，传统燃油车品牌在特定条件下仍具竞争力。大众的复苏也可能反映了其在中国市场的本地化战略成功。
Volkswagen reclaimed the top spot in China's auto market in early 2026, overtaking BYD as fading EV subsidies impacted sales, according to the China Passenger Car Association https://t.co/9Hj6F9wK10 https://t.co/InFc87UKbj
@reutersbiz ↗
霍尔木兹海峡目前已实际关闭或处于争议状态，全球27%（日均2100万桶）的石油贸易受阻，其中89%流向亚洲。美国国防部长Pete Hegseth表示，是伊朗的袭击导致通行受阻，美国不会让其继续处于争议状态，但未有明确证据表明伊朗部署了新水雷。法国和意大利已与伊朗开启谈判，寻求安全通行。
Strait of Hormuz closure, 27% of world oil trade affected
霍尔木兹海峡的关闭对全球能源供应造成了严重冲击，推动原油价格飙升，并引发了对全球经济稳定性的深切担忧。各方对海峡状况的描述和意图存在分歧，加剧了地区紧张和市场不确定性。国际社会正积极寻求外交解决方案以恢复航运。
27% of the worlds old trade passes through the Strait of Hormuz 89% of the oil goes to Asia https://t.co/EpjTsbmX2P [QT @ThemesETFs: 🛢️ One Strait, A Quarter of the World’s Oil Hormuz is effectively closed. 21M bpd normally move through it. - Hundreds of vessels waiting outside - Ships struck by projectiles - Tanker traffic collapsing - Naval mines deployed Global oil flows through a very narrow gate. https://t.co/D4GMsWGUi4]
@stockmktnewz ↗
美国中央司令部指出伊朗政权是中东地区和平与稳定的头号威胁。美国国防部长Pete Hegseth宣布当日将是美国打击行动中强度最高的一天，美以两国已打击超过1.5万个目标。伊朗新任最高领袖Mojtaba Khamenei据报在美以行动中受伤，可能面部毁容。美国一架空中加油机在伊拉克坠毁，造成四名军人死亡。
Iran war escalation, Mojtaba Khamenei wounded, US/Israel struck 15,000+ targets
冲突的升级及其对伊朗高层的影响，标志着地区紧张局势达到新高。美军加油机坠毁事件则凸显了战争的直接代价和风险。这些事件均预示着中东地区冲突的进一步复杂化和不确定性。
Breaking: Iran's new Supreme Leader Mojtaba Khamenei is wounded and likely disfigured, US Defense Secretary Pete Hegseth says. Get the latest news and analysis in our live blog: https://t.co/3zbhV6xt0I
@business ↗
据报道，数千艘中国渔船正在东海台湾附近“以几何队形集结”。与此同时，美国贸易代表Jamieson Greer表示，在即将举行的高级别会议前，美方正寻求与中国保持稳定的关系，并强调确保美国稀土供应的重要性。
Thousands of Chinese fishing boats massing near Taiwan
中国渔船的集结可能被解读为对台湾的潜在军事或灰色地带施压，加剧了地区紧张局势。美国在寻求战略稳定关系的同时，也强调了关键供应链的自主性，反映出美中关系的复杂性和竞争性。
BREAKING: Thousands of Chinese fishing boats have reportedly been “massing in geometric formations” in the East China Sea near Taiwan.
@polymarket ↗
法国和意大利已与伊朗展开会谈，以期确保霍尔木兹海峡的安全通行。
France and Italy open talks with Iran for Hormuz passage
在霍尔木兹海峡受阻、全球能源市场动荡之际，欧洲大国直接与伊朗对话，表明寻求外交途径解决危机、保障关键航运通道的紧迫性。这可能代表着区域冲突解决方案的新尝试，但也可能加剧美国与其盟友在对伊政策上的分歧。
🔴 France and Italy open talks with Iran in hope of securing safe Hormuz passage - FT
@financialjuice ↗
在无人机和导弹袭击升级的背景下，一架美国空军加油机在伊拉克坠毁，造成四名服役人员死亡。
US refueling plane crashes in Iraq, killing four
此次坠机事件是美国在中东冲突中遭受的具体损失，凸显了地区军事行动的危险性和复杂性。这可能引发对冲突范围和美军部署的进一步审视。
Iran war live: US refueling plane crashes in Iraq, killing four service members, as drone and missile strikes escalate https://t.co/E0oSfPtrIm https://t.co/E0oSfPtrIm
@reutersworld ↗
在过去的24小时内，约2.8685亿美元的加密货币空头头寸被清算。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
大规模的空头清算通常表明市场出现剧烈波动，尤其是在价格上涨时，导致看跌的交易者遭受重大损失。这可能预示着短期内市场情绪的反转或多头力量的增强。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
比特币自去年10月以来已下跌近一半，有指标显示此次抛售可能正进入最后阶段。
Bitcoin lost almost half its value since October
比特币的显著下跌表明市场处于熊市，但触底信号的出现可能为长期投资者带来机会。然而，ETF流量稳定但解释力减弱，暗示除了ETF以外的因素也在驱动比特币价格。
Bitcoin has lost almost half its value since October, and a set of indicators that have historically marked the end of past downturns suggest the selloff could be entering its final phase, according to a crypto fund manager https://t.co/AgoIaAeQre
@business ↗
DeFi协议Sky USDS单日流入9.5亿美元，成为以太坊上营收最高的协议，但总计148亿美元的存款全部来自Justin Sun一人，引发了潜在挤兑的担忧。
Sky USDS $14.8B deposits from Justin Sun alone
尽管Sky USDS展现出惊人的增长速度和收益能力，但资产高度集中于单一实体带来了巨大的中心化风险。一旦Justin Sun撤资，该协议可能面临流动性危机和潜在挤兑，对DeFi生态构成隐患。
Sky USDS posted $950m single day inflow. became ethereum's top revenue protocol. impressive until you see $14.8b of total deposits come from Justin Sun alone. one wallet controls the growth narrative. 55% liquidity ratio on savings products. if sun exits this becomes a bank run
@aixbt_agent ↗
全球最大的加密货币会议之一Token2049取消了原定下个月在迪拜举行的活动，原因是中东地区持续遭受来自伊朗的导弹袭击。
Token2049 Dubai event canceled due to missile strikes
这一事件表明，地缘政治冲突对全球加密货币行业活动的实际运营和发展造成了直接影响。安全考量迫使大型国际会议取消，可能影响该地区的加密生态系统发展和国际合作。
Token2049, one of crypto’s largest conferences globally, will no longer hold its Dubai event as planned next month, as the United Arab Emirates and other Middle Eastern countries face ongoing missile strikes from Iran https://t.co/YBBqwyyUaa
@business ↗
美国2025年第四季度GDP（第二次读数）环比年化增长率被下修至0.7%，远低于预期的1.4%和此前的4.4%。
US GDP Q4 revised to +0.7% (vs +1.4% exp)
这表明经济增长显著放缓，可能提振市场对美联储降息的预期，但也引发了对经济健康状况的担忧。
US 🇺🇸 GDP for Q4 (2nd Reading out of 3) just came in at +0.7% below expectations of +1.4%
@stockmktnewz ↗
美国1月核心PCE通胀同比上升至3.1%，为22个月以来的最高水平，连续第59个月高于美联储2%的目标。1月PCE物价指数同比为2.8%（预期2.9%）。剔除住房和金融服务的核心PCE服务业通胀升至3.2%。
US Core PCE January 3.1% YoY (22-month high); PCE Price Index 2.8% YoY
这表明通胀压力持续存在，分析师预计美联储下周不会降息，甚至可能加息。同时，个人支出显示出温和增长。
The Fed's preferred measure of inflation (Core PCE) moved up to 3.1% in January, the highest level in 22 months. That was the 59th consecutive reading above the Fed's 2% target level. There will be no Fed rate cut next week and one could make a strong case for a rate hike.
@charliebilello ↗
美国汽油价格已升至每加仑3.63美元，为2024年5月以来的最高点，过去两周内上涨20%，是30年来最大的两周涨幅。受此影响，美国消费者信心跌至三个月低点。
US gas prices $3.63/gallon (highest since May 2024), +20% in 2 weeks (30-year spike)
能源成本的显著上涨将影响消费者支出，加剧通胀压力，并已对消费者信心造成负面影响。
Update: US gas prices are now up to $3.63/gallon, highest since May 2024. Rising at rate of about $.05 per day in the past week. Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years.
@charliebilello ↗
加拿大2月就业人数减少83,900人，远低于预期，失业率升至6.7%。与此同时，平均时薪同比上涨4.2%，制造业销售环比下降3%。
Canadian Employment Change -83.9k (vs +10k exp); Unemployment Rate 6.7%; Mfg Sales -3% MoM
这表明加拿大劳动力市场和制造业显著疲软，可能会影响加拿大央行的货币政策。
Canadian Employment Change Actual -83.9k (Forecast 10k, Previous -24.8k)
@financialjuice ↗
沙特阿拉伯在霍尔木兹海峡关闭期间已减产200万桶/日。高盛研究公司多次延长对霍尔木兹海峡恢复通航的预测，目前预计将有21天的低流量。受高需求影响，俄罗斯ESPO混合原油在中印市场对ICE布伦特原油出现溢价。在特朗普暂时取消对俄罗斯石油的制裁后，原油价格从100美元回落。
Saudi Arabia cuts oil production by 2M bpd; Hormuz recovery extended to 21 days; Russian ESPO premium
霍尔木兹海峡的关闭和沙特减产严重限制了全球石油供应并推高了油价，促使美国暂时放松对俄罗斯石油的制裁以缓解影响。
BREAKING: Saudi Arabia has cut oil production by 2 million barrels per day amid the Strait of Hormuz closure.
@kobeissiletter ↗
WIRED报道称，AI代理现在正在雇佣人类执行现实世界的任务，新成立的初创公司“RentAHuman”使得AI代理能够“租用”人类来完成其无法物理执行的任务。
AI agents hiring humans; startup 'RentAHuman'
这标志着人机交互进入了一个新阶段，为AI驱动的任务分配创造了新市场。
BREAKING: New startup "RentAHuman" allows AI agents to rent humans to perform tasks they cannot physically perform themselves.
@polymarket ↗
美国正在利用Claude等AI系统发展其AI战争愿景，并据报道，这一战略正在伊朗实时展开。
US utilizing Claude for AI warfare; real-time deployment in Iran
这凸显了先进AI在军事冲突中的积极部署，预示着一个新战争时代的到来。
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time. Read The Big Take ⬇️ https://t.co/XnJJiT8tSb
@business ↗
欧盟理事会已就简化人工智能规则的立场达成一致。
EU Council agrees on AI rules
这代表了欧盟迈向全面AI监管的重要一步，将影响整个欧盟的AI开发和部署。
EU council agrees on a position to streamline rules on AI
@financialjuice ↗
如果伊朗冲突持续，芯片制造商将面临关键原料的潜在短缺。
Chip makers face looming shortage of key ingredient due to Iran conflict
这凸显了地缘政治不稳定对全球科技产业供应链造成的关键脆弱性。
Chip makers face a looming shortage of a key ingredient if the Iran conflict drags on
@marketwatch ↗
3月12日，一架美国KC-135加油机在伊拉克西部坠毁，机上所有六名机组人员确认遇难。
U.S. KC-135 crash in Iraq, all six crew members deceased (March 12)
这是在高区域紧张局势下的直接军事事故，引发了对行动安全和潜在敌机行为的担忧。
All Crew Members of U.S. KC-135 Loss in Iraq Confirmed Deceased TAMPA, Fla. – All six crew members aboard a U.S. KC-135 refueling aircraft that went down in western Iraq are now confirmed deceased. The aircraft was lost while flying over friendly airspace March 12 during
@centcom ↗
美国国防部长宣布，今天（3月13日）将是美国对伊朗打击力度最大的一天。美国和以色列已对伊朗发动了超过15,000次打击。国防部长还表示，伊朗新任最高领袖“可能毁容”，伊朗领导人正在转移到掩体和民用区。伊朗新任最高领袖威胁将关闭霍尔木兹海峡，并使中东陷入黑暗。
US SecWar: highest volume of strikes today; Iran leader 'likely disfigured'; Hormuz closure threat
这些事件标志着伊朗战争的重大升级，大规模军事行动针对基础设施和领导层，同时伊朗也发出了强硬的威胁。
US Durable Goods Actual 0% (Forecast 1.1%, Previous -1.4%)
@financialjuice ↗
美国国防部长证实，伊朗的袭击是霍尔木兹海峡交通受阻的唯一原因，并表示“没有明确证据表明伊朗已布雷”，但美国不会任由其持续受阻，并有“一切选项”的计划。法国和意大利已与伊朗启动谈判，以确保安全通航。
US SecWar: Iran attacks only impediment for Hormuz; no evidence of mines; France/Italy talks with Iran
该海峡仍然是关键热点，美国将关闭责任归咎于伊朗。欧洲大国正通过外交途径介入，以缓和局势并确保关键航道的畅通。
US Secretary of War Hegseth, on the Strait of Hormuz: The only thing preventing traffic is Iran's attacks
@financialjuice ↗
美国贸易代表詹米森·格里尔和财政部长斯科特·贝森特将于明天（3月14日）与中国官员会晤，以努力维持稳定关系。
US Trade Rep Greer & Treasury Sec Bessent to meet Chinese officials tomorrow
这表明中美两个经济大国之间正在进行高级别外交接触，旨在全球紧张局势下维持关系稳定。
.@USTradeRep @JamiesonGreer discusses tomorrow’s meeting with Chinese officials alongside Treasury Secretary Scott Bessent:
@squawkcnbc ↗
美国中央司令部已指派调查人员，对伊朗一所女子小学遇袭事件进行调查，该事件导致约180人死亡。美国国防部长也表示，美国拥有关于核武器的一系列选项，包括伊朗决定放弃其核武器。
US CENTCOM investigates Iran school attack (~180 killed); US SecWar states nuclear options on Iran
这些行动凸显了美国在冲突期间调查人道主义事件的参与，并强调了包括核威慑在内的战略考量在处理伊朗问题上的严重性。
US Central Command has assigned investigators to look into an attack on a all-girls elementary school in Iran that killed about 180 people, Defense Secretary Pete Hegseth said
@business ↗
美国商务部最新数据显示，2025年第四季度美国实际GDP增长率从初报的1.4%大幅下修至0.7%。
US GDP QoQ (Q4) Act.: 0.7%, Est.: 1.4%
这一修正表明年末经济增长显著放缓，低于预期，可能增强市场对美联储降息的希望。然而，也有分析指出，低增长数据结合粘性通胀可能对经济前景构成挑战。
4Q25 real GDP was revised down from 1.4% to only 0.7% … details below, with weights and priors
@lizannsonders ↗
美国1月PCE（个人消费支出）价格指数同比增长2.8%，低于预期的2.9%；核心PCE同比增长3.1%，与预期持平，为22个月以来的最高水平，且连续第59个月高于美联储2%的目标。
PCE Price index (YoY) (Jan) Act.: 2.8%, Est.: 2.9%; Core PCE Price Index YoY Actual 3.1% (Forecast 3.1%)
虽然整体PCE略低于预期，但核心PCE持平且创下近两年新高，显示通胀粘性依然存在。有分析认为，这可能支持美联储下周不降息，甚至有加息的理由。服务业通胀（不含住房和金融）也突破两年来的区间，升至3.2%。
The Fed's preferred measure of inflation (Core PCE) moved up to 3.1% in January, the highest level in 22 months. That was the 59th consecutive reading above the Fed's 2% target level. There will be no Fed rate cut next week and one could make a strong case for a rate hike.
@charliebilello ↗
沙特阿拉伯已将其石油产量削减至少200万桶/日，降至约800万桶/日，背景是霍尔木兹海峡的持续关闭和中东地区紧张局势加剧。美国汽油价格已升至3.63美元/加仑，为2024年5月以来的最高点，过去两周内上涨超20%，创30年来最大两周涨幅。
Saudi Arabia has cut oil production by 2 million barrels per day; US gas prices are now up to $3.63/gallon, highest since May 2024.
油价飙升和生产中断引发了对1970年代式滞胀的担忧，并可能导致美国抵押贷款利率上升。尽管美国财政部发布了30天临时许可证以缓解俄罗斯原油供应担忧，但油价仍面临上涨压力，因为全球27%的石油贸易依赖霍尔木兹海峡。中国和印度等主要消费国受到影响，Sinopec等公司已计划减产。
Update: US gas prices are now up to $3.63/gallon, highest since May 2024. Rising at rate of about $.05 per day in the past week. Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years.
@charliebilello ↗
加拿大2月就业人数减少8.39万人（预期增加1万人），失业率升至6.7%（预期6.6%），为四年多来的最大失业人数下降。
Canadian Employment Change Actual -83.9k (Forecast 10k); Canadian Unemployment Rate Actual 6.7% (Forecast 6.6%)
劳动力市场急剧疲软，显示经济放缓迹象。尽管就业数据不佳，但多数经济学家预测加拿大央行将在3月18日保持利率不变至2026年底。
The Canadian economy lost the most jobs in more than four years last month, driving the unemployment rate up to 6.7%
@business ↗
根据WIRED报道，AI代理已开始雇佣人类来执行它们无法物理执行的现实世界任务，一家名为“RentAHuman”的新兴公司允许AI代理租用人类完成此类任务。
AI agents are now hiring humans to carry out real-world tasks; New startup "RentAHuman" allows AI agents to rent humans
这标志着AI与人类劳动力结合的新趋势，AI正在从纯粹的数字领域扩展到物理世界的任务执行，可能改变未来工作的性质，预示着人机协作模式的演进。
BREAKING: New startup "RentAHuman" allows AI agents to rent humans to perform tasks they cannot physically perform themselves.
@polymarket ↗
亚马逊（Amazon）宣布将使用Cerebras的巨型芯片来运行AI模型，旨在提高云端AI推理的速度和性能。
Amazon will use Cerebras giant chips to help run AI models; AWS and Cerebras' collaboration aims to set a new standard for AI inference speed and performance in the cloud.
此举表明大型科技公司正在寻求先进的定制硬件来优化其AI基础设施，预示着AI计算能力的进一步飞跃，并在云AI市场中设定新标准。这也可能推动AI芯片领域的竞争和创新。
AWS and Cerebras' collaboration aims to set a new standard for AI inference speed and performance in the cloud. $AMZN
@financialjuice ↗
汽车零售商Carvana（$CVNA）董事会批准了1股拆5股的股票分割计划，旨在降低其股价。
Carvana $CVNA just announced a 5:1 stock split
此次拆股发生在公司股价经历多年大幅上涨之后，通常旨在提高股票流动性并吸引更广泛的投资者，使其股票对散户更具吸引力。此举可能影响市场对其未来增长潜力的预期。
Carvana’s board approved a 5-for-1 stock split, a move to bring down the automotive retailer’s lofty share price following a staggering multiyear rally from the depths of the pandemic
@business ↗
BuzzFeed报告2025年亏损5700万美元，并对其业务能否持续经营表示“重大疑虑”。
BuzzFeed reports loss of $57 million in 2025, has “substantial doubts” the business can survive.
这一财务状况凸显了数字媒体行业面临的严峻挑战，可能预示着公司未来的重大变动，例如进一步的重组或裁员。市场对其能否扭亏为盈持悲观态度。
BREAKING: BuzzFeed reports loss of $57 million in 2025, has “substantial doubts” the business can survive.
@polymarket ↗
2026年初，大众汽车在中国汽车市场重新夺回销量第一的位置，超越了比亚迪（BYD），原因是电动汽车补贴逐渐取消对BYD等品牌销售产生影响。
Volkswagen reclaimed the top spot in China's auto market in early 2026, overtaking BYD as fading EV subsidies impacted sales
中国EV补贴政策的调整正在重塑汽车市场的竞争格局，传统汽车巨头与新能源汽车制造商之间的市场份额争夺日趋激烈。这表明市场正在从政策驱动转向更注重产品竞争力和成本效益。
Volkswagen reclaimed the top spot in China's auto market in early 2026, overtaking BYD as fading EV subsidies impacted sales, according to the China Passenger Car Association
@reutersbiz ↗
一架美国KC-135空中加油机于3月12日在伊拉克西部友好空域坠毁，机上六名机组人员全部确认遇难。美国中央司令部已指派调查人员调查一起在伊朗境内造成约180人死亡的女子小学袭击事件。
All six crew members aboard a U.S. KC-135 refueling aircraft that went down in western Iraq are now confirmed deceased; aircraft lost while flying over friendly airspace March 12
此次军事事故发生在中东冲突加剧之际，加剧了该地区的安全担忧，美军正在调查事故原因及伊朗境内的相关袭击事件。这起悲剧凸显了在冲突区域执行任务的风险。
All Crew Members of U.S. KC-135 Loss in Iraq Confirmed Deceased TAMPA, Fla. – All six crew members aboard a U.S. KC-135 refueling aircraft that went down in western Iraq are now confirmed deceased. The aircraft was lost while flying over friendly airspace March 12 during
@centcom ↗
霍尔木兹海峡的商业海运交通实际上处于停滞状态，过去24小时内未有船只双向通过。美国国防部长彼得·赫格塞思（Pete Hegseth）表示，只有伊朗停止向船只开火，霍尔木兹海峡才能通行，但他同时表示并未发现伊朗埋设水雷的明确证据。意大利外交部否认了有关法国和意大利正与伊朗谈判以确保安全通行的报道。
Commercial maritime traffic through the Strait of Hormuz remains effectively at a standstill with no confirmed transits in either direction over the past 24 hours; The only thing preventing traffic is Iran's attacks; No clear evidence that Iran has placed mines; Italian Foreign Ministry denies FT report over negotiations with Iran
伊朗冲突导致这一关键能源咽喉要道受阻，对全球石油供应造成严重影响。美方官员就海峡通行状况和潜在威胁的表态存在矛盾，而关于国际社会试图斡旋的报道也被否认，显示局势的高度复杂性和不确定性。
Commercial maritime traffic through the Strait of Hormuz remains effectively at a standstill with no confirmed transits in either direction over the past 24 hours
@business ↗
华尔街日报报道，美国国防部已批准向中东地区部署一支海军陆战队远征部队（MEU），包括约2500名海军陆战队员和军舰，以应对伊朗在霍尔木兹海峡日益加剧的袭击。
Pentagon sends a Marine Expeditionary Unit to the Middle East - WSJ; Deployment of a Marine "expeditionary unit" of about 2,500 Marines
此次大规模军事部署显示美国在中东地区的军事存在升级，旨在强化在该区域的威慑和应对能力，特别是在霍尔木兹海峡局势紧张的背景下。这预示着冲突可能进一步升级。
Pentagon Sends Marine Expeditionary Unit to Middle East - WSJ The Pentagon is moving a Marine expeditionary unit to the Middle East, as Iran steps up its attacks on the Strait of Hormuz, according to two U.S. officials. Defense Secretary Pete Hegseth has approved a request from
@financialjuice ↗
美国国防部长彼得·赫格塞思（Pete Hegseth）证实，伊朗新任最高领袖莫吉塔巴·哈梅内伊（Mojtaba Khamenei）在美以针对伊朗的行动中受伤，可能已毁容。
Iran’s new Supreme Leader Mojtaba Khamenei is wounded and likely disfigured, US Defense Secretary Pete Hegseth says.
这一消息可能对伊朗国内的政治稳定和未来的领导层继承产生深远影响，也显示出美以在中东冲突中采取的强硬策略。特朗普总统也表示他相信这位伊朗领导人仍然活着但受到了伤害。
Breaking: Iran's new Supreme Leader Mojtaba Khamenei is wounded and likely disfigured, US Defense Secretary Pete Hegseth says. Get the latest news and analysis in our live blog: https://t.co/3zbhV6xt0I
@business ↗
比特币（BTC）本周相对标普500指数上涨11%。自去年10月以来，比特币价格已下跌近一半，但一些历史指标显示，抛售可能已接近尾声。比特币ETF资金流已趋于稳定，但其对价格解释力不如前期，暗示非ETF销售是驱动因素。
BTC/SPX +11% this week; Bitcoin has lost almost half its value since October; Bitcoin ETF flows have stabilized
尽管近期出现反弹，比特币市场仍面临较大的波动性，投资者正密切关注ETF资金流和宏观经济因素对其未来走势的影响。有分析认为，高隐含波动率和低实际波动率可能意味着最坏情况的尾部风险未能实现。
Bitcoin has lost almost half its value since October, and a set of indicators that have historically marked the end of past downturns suggest the selloff could be entering its final phase, according to a crypto fund manager
@business ↗
美国油价飙升至96美元/桶以上，此前特朗普就伊朗战争表态，美国汽油价格已涨至3.63美元/加仑，为2024年5月以来的最高水平。
US oil prices surge above $96/barrel, US gas prices up to $3.63/gallon, highest since May 2024
油价的迅速上涨直接反映了市场对伊朗战争的反应，以及特朗普关于战争结束的言论对其波动性的影响。高油价正在直接影响消费者，导致美国汽油价格达到近两年来的最高点，这可能进一步抑制可支配支出并引发对滞胀的担忧。
BREAKING: US oil prices surge above $96/barrel after President Trump says the Iran war will end “when I feel it in my bones."
@kobeissiletter ↗
沙特阿拉伯宣布将其石油产量削减200万桶/日，至约800万桶/日，此举正值霍尔木兹海峡关闭期间。
Saudi Arabia cut oil production by 2 million bpd to around 8 mln bpd
沙特此举将进一步加剧全球石油供应紧张局面，因霍尔木兹海峡的通航受阻已对全球27%的原油贸易造成影响。市场正面临需求破坏以恢复平衡的压力，这预示着油价可能继续攀升。
🔴Saudi Arabia cuts oil output by at least 2 million bpd to around 8 mln bpd - Sources
@financialjuice ↗
美国1月份核心PCE（个人消费支出）通胀率升至3.1%，这是连续第59个月高于美联储2%的目标水平。
Core PCE 3.1% in January, 59th consecutive reading above Fed's 2% target
这一数据强化了美联储近期不会降息的预期，甚至可能为加息提供依据，因为通胀压力持续存在。特别是服务业通胀表现“糟糕”，预示着更广泛的物价上涨压力。
The Fed's preferred measure of inflation (Core PCE) moved up to 3.1% in January, the highest level in 22 months. That was the 59th consecutive reading above the Fed's 2% target level. There will be no Fed rate cut next week and one could make a strong case for a rate hike.
@charliebilello ↗
美国2025年第四季度GDP被向下修正至0.7%的年化增长率，远低于此前1.4%的预期。
US GDP revised down to 0.7% in Q4 2025, below 1.4% estimate
这一大幅下调表明经济增长远弱于最初估计，可能促使市场对美联储降息的希望增加。消费者信心下降也反映了伊朗战争对汽油价格的影响。
JUST IN: U.S. GDP REVISED DOWN TO 0.7% IN Q4 2025, BELOW 1.4% ESTIMATE
@scottmelker ↗
美国1月份JOLTS职位空缺数增至694.6万个，高于预期的675万个，且裁员数量降至2025年3月以来的最低水平。
US JOLTS Job Openings Actual 6.946M (Forecast 6.75M), Layoffs lowest since March 2025
总体职位空缺的增加和裁员减少表明劳动力市场在近期显示疲软迹象之前需求有所改善。然而，专业和商业服务领域的职位空缺创下新低，而制造业职位空缺上升，显示出劳动力市场不同行业的差异化趋势。
January job openings rose to 6.946M vs. 6.750M est. & 6.550M prior (rev up from 6.542M)
@lizannsonders ↗
据WIRED报道，AI代理现在正雇佣人类执行现实世界任务，一家名为“RentAHuman”的新兴公司允许AI代理租用人类完成自身无法物理执行的任务。
AI agents hiring humans, 'RentAHuman' startup
这标志着AI与人类协作模式的新兴趋势，AI在面对物理限制时，通过外包任务给人类来扩展其能力。这种模式催生了新的商业机会，未来AI可能在更多领域成为“雇主”。
AI agents are now hiring humans to carry out real-world tasks, per WIRED
@unusual_whales ↗
一架美国空军KC-135加油机于3月12日在伊拉克西部友好空域坠毁，机上全部6名机组人员已确认遇难。
U.S. KC-135 refueling aircraft lost in western Iraq, all six crew members confirmed deceased
美国中央司令部证实了这一悲剧事件，指出飞机是在执行任务时坠毁，但具体事故原因仍在调查中。这起事件在美国对伊朗的军事行动背景下引起了广泛关注。
All Crew Members of U.S. KC-135 Loss in Iraq Confirmed Deceased TAMPA, Fla. – All six crew members aboard a U.S. KC-135 refueling aircraft that went down in western Iraq are now confirmed deceased. The aircraft was lost while flying over friendly airspace March 12 during
@centcom ↗
霍尔木兹海峡通航状况极不稳定，伊朗已允许印度液化石油气油轮和土耳其船只通过，但其新任最高领导人誓言将继续关闭该战略要道。美国国防部长Pete Hegseth表示，伊朗新的最高领导人Mojtaba Khamenei受伤，美国已向中东增派海军陆战队远征部队，并击落了伊朗弹道导弹。
Strait of Hormuz closure/transit, Indian LPG tankers, Turkish ship, Mojtaba Khamenei injured, US Marine Expeditionary Unit deployed, US destroyer shot down Iranian ballistic missile
霍尔木兹海峡的持续紧张局势及其部分关闭对全球能源供应构成重大威胁，并推高了油价。美国在中东的军事部署升级，反映出其对伊朗行动的强硬回应，加剧了地区冲突的风险。伊朗否认了部分指控，但多方报告显示事态正在快速演变。
Iran’s new Supreme Leader said he’d keep one of the world’s most important energy chokepoints closed and its head of national security said the country could plunge the whole Middle East into darkness
@business ↗
古巴总统证实，古巴共产主义政府已开始与美国前总统特朗普的团队进行谈判，但警告达成协议尚需时日。
Cuba’s president confirms the communist government has began negotiations with Trump
这一消息表明美古关系可能迎来新的发展机遇，尽管古巴方面强调谈判过程将是漫长的。潜在的协议可能对两国外交和经济关系产生深远影响，但具体内容和进展仍不明朗。
JUST IN: Cuba’s president confirms the communist government has began negotiations with Trump.
@polymarket ↗
美国财政部发布了一项为期30天的临时许可，允许在2026年3月12日之前已装载到船只上的俄罗斯原油和石油产品进行销售和交付。
temporary, 30-day license, Russian crude oil and petroleum products, loaded by March 12, 2026
这项许可旨在缓解因伊朗战争引发的全球石油供应担忧，通过释放被困海上的俄罗斯石油来稳定市场。尽管此举可能会暂时缓解油价压力，但其长期影响仍取决于地缘政治局势的演变。
The U.S. Department of the Treasury has issued a temporary, 30-day license (valid until April 11, 2026) authorizing the sale and delivery of Russian crude oil and petroleum products already loaded onto vessels by March 12, 2026.
@unusual_whales ↗
贝莱德（BlackRock）在纳斯达克推出的以太坊质押ETF ($ETHB) 在上市首日录得1550万美元的交易量。
BlackRock launches new Ethereum staking ETF ($ETHB) on Nasdaq, $15.5M trading volume on first day
这一强劲的首日交易量表明市场对机构投资级以太坊产品的浓厚兴趣，特别是带有质押机制的ETF。这预示着主流金融市场对加密货币的接受度不断提高，并可能吸引更多资本流入以太坊生态系统。
UPDATE: $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY [QT @scottmelker: BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ]
@scottmelker ↗
美国2025年第四季度GDP修正后为0.7%，低于预期的1.4%。1月份职位空缺增至694.6万个，裁员人数为2025年3月以来最低，但专业和商业服务领域的职位空缺创下新低。PCE核心服务通胀（不含住房和金融服务）升至3.2%，商品和服务通胀总体呈上升趋势。密歇根大学3月消费者信心指数初值跌至55.5，为三个月来新低，主要受伊朗战争和汽油价格影响。
Q4 2025 GDP 0.7%, January job openings 6.946M, JOLTS layoffs lowest since March 2025, core PCE services inflation 3.2%, UMich consumer sentiment 55.5, UMich 1-year inflation expectations 3.4%, UMich 5-year inflation expectations 3.2%
数据显示美国经济增长放缓，劳动力市场出现分化，服务业通胀压力持续上升，消费者信心因地缘政治紧张和能源价格上涨而受到打击。分析师认为这些数据可能增加美联储降息的预期。
US inflation in goods and services has been steadily inflecting upwards this year, even before the oil price shock. https://t.co/be9O5jiFky [QT @ernietedeschi: Services inflation breaking bad. PCE core services inflation excluding housing & financial imputations (right) finally broke out of the 2.7-3% range it's been in for two years, but to the upside, to 3.2%. Adding in core goods (left) yields 2.7% & an even-sharper recent breakout. https://t.co/xxaAKwG5Tl]
@lisaabramowicz1 ↗
美国油价飙升至96美元/桶以上，随后反弹至97美元/桶以上，逼近100美元/桶，此前WTI期货上周日跳涨超18%。沙特阿拉伯将石油产量削减了200万桶/日，降至约800万桶/日。OPEC上月原油产量有所上升，沙特增产是主要原因。美国财政部发布了一项为期30天的许可证，允许出售和交付在2026年3月12日之前已装船的俄罗斯原油和石油产品。与此同时，美国汽油泵价格创下22个月新高，巴西国家石油公司在联邦减税后仍上调了国内柴油价格。中石化据报道因中东供应紧张将减产原油10%以上。
US oil prices >$96/barrel, >$97/barrel, nearing $100/barrel, WTI futures +18% last Sunday, Saudi Arabia oil output cut 2M bpd to 8M bpd, OPEC production climbed, US 30-day license for Russian oil (until Apr 11, 2026), pump prices 22-month high, Petrobras diesel price hike, Sinopec crude run cut >10%
伊朗战争导致石油市场供应担忧加剧，推动油价飙升，对全球通胀构成压力。尽管美国试图通过临时许可证缓解俄罗斯石油供应紧张，但主要产油国的减产和中东炼油厂的应对措施表明供应端挑战依然严峻。高油价可能抑制消费者支出并影响全球经济增长。
Saudi Arabia cuts oil output by at least 2 million bpd to around 8 mln bpd, per YF
@unusual_whales ↗
中国锌冶炼厂正面临来自伊朗的原材料运输中断，此前俄罗斯主要新矿的供应量低于预期。伊朗战争被认为是自新冠疫情以来对全球航运和供应链的最大威胁。中国国有铁矿石贸易商暂时放宽了对必和必拓（BHP Group）某等级铁矿石的限制。巴西对中国的玉米和大豆出口正受到更严格检查的扰乱。欧盟计划暂停部分免税糖进口至少一年以稳定价格。如果伊朗冲突持续，芯片制造商可能面临关键原材料短缺。
Chinese zinc smelter disruption, Iran war shipping threat, China eases BHP iron ore ban, Brazil soybean export disruption, EU sugar import suspension, chip material shortage
地缘政治冲突正对全球关键商品的供应链造成广泛影响，从金属、能源到农产品。这不仅可能推高商品价格，也可能导致产业生产受阻，加剧全球经济的不确定性。各国政府和企业正寻求替代方案或调整政策以应对。
Chinese zinc smelters are facing disruptions to shipments of raw materials from Iran, putting further strains on supplies after lower-than-expected deliveries from a major new mine in Russia https://t.co/ajkcCgE8NA
@business ↗
埃隆·马斯克旗下的xAI正在筹备可能是有史以来最大规模的IPO，目标估值达1.75万亿美元，马斯克正沿用SpaceX的策略，将xAI整合进IPO计划。xAI近期也进行了新一轮裁员。谷歌正投资一家AI动画工作室为儿童制作YouTube视频，尽管YouTube CEO在一个月前曾表示将打击“AI垃圾内容”。亚马逊计划在其AI模型中同时使用Cerebras Systems的芯片和自家的Trainium处理器。一家名为“RentAHuman”的新兴公司允许AI智能体租用人类来完成其无法物理执行的任务。Codex应用程序现在支持用户自定义主题以进行个性化设置。
SpaceX IPO target $1.75 trillion, xAI job cuts, Google investment in AI animation, YouTube AI "slop" crackdown, Amazon using Cerebras chips, RentAHuman startup, Codex app updates
AI领域正经历快速的产品创新和商业模式探索，大型科技公司在AI硬件和内容生成方面投入巨大，而新兴公司则在特定应用场景寻找突破。然而，对AI生成内容的质量控制和伦理讨论也日益受到关注。同时，xAI的巨额IPO计划预示着AI市场的高估值和潜在整合。
Elon Musk is drawing on his past playbook with SpaceX taking over xAI ahead of the orbital launch company’s initial public offering, positioning the combined business for a burst of growth, according to a SpaceX investor https://t.co/eRfGRDikzg
@business ↗
BuzzFeed报告2025年亏损5700万美元，对其业务能否持续经营存在“重大疑问”。
BuzzFeed $57M loss in 2025
BuzzFeed的巨额亏损及其对持续经营能力的担忧，反映了数字媒体行业面临的严峻挑战，可能预示着行业内更多公司将面临财务困境或转型压力。
BREAKING: BuzzFeed reports loss of $57 million in 2025, has “substantial doubts” the business can survive.
@polymarket ↗
嘉信理财（Charles Schwab, $SCHW）宣布其平台客户资产总额达12.22万亿美元，同比增长19%。国会议员茱莉亚·莱特洛（R）购买了国防电子承包商Leonardo DRS（$DRS）的股票。Adobe将支付约1.5亿美元，以解决美国监管机构对其订阅取消流程过于复杂的投诉，其CEO也将离职。NIO（蔚来汽车）股价在获得汇丰银行上调评级后上涨。Carvana董事会批准了1股拆5股的股票拆分计划。Hims公司股价本周有望创下最佳表现，得益于与Novo的新合作。波音公司正在修复25架未交付的737 Max飞机中损坏的电线。印度计划取消IDBI银行多数股权的竞标，因报价低于最低价。
Charles Schwab $12.22T assets (+19% YoY), Rep. Letlow $DRS stock purchase, Adobe $150M settlement, Adobe CEO stepping down, NIO stock rise, Carvana 5-for-1 split, Hims best week, Boeing 737 Max wiring repair, India IDBI Bank bid scrap
金融和科技巨头公司表现出不同的趋势：嘉信理财受益于客户资产增长，而Adobe则面临监管处罚和领导层变动。汽车行业的NIO因评级上调而股价上涨，但波音公司的制造问题仍在持续。这些动态反映了不同行业的挑战与机遇，以及监管对企业运营的影响。
Adobe will pay about $150 million to settle a complaint from US regulators that the creative software company made it too difficult for consumers to cancel their subscriptions https://t.co/zWHuB9RIpK
@business ↗
一架美国空军KC-135空中加油机于3月12日在伊拉克西部友军空域执行任务时坠毁，机上所有六名机组人员均已确认死亡。
Six crew members, KC-135, western Iraq, March 12
美军在伊拉克的加油机坠毁并导致所有机组人员遇难，尽管坠机发生在友军空域，但目前事件原因正在调查中。这一事件在中东地区紧张局势加剧的背景下发生，引发了广泛关注。
All Crew Members of U.S. KC-135 Loss in Iraq Confirmed Deceased TAMPA, Fla. – All six crew members aboard a U.S. KC-135 refueling aircraft that went down in western Iraq are now confirmed deceased. The aircraft was lost while flying over friendly airspace March 12 during
@centcom ↗
霍尔木兹海峡仍然是关键热点。伊朗已批准两艘印度液化石油气油轮和一艘土耳其船只通过该海峡。然而，美国国防部长彼得·赫格塞斯表示，海峡“开放通航”的前提是伊朗停止导弹和无人机袭击。美国还声明在伊朗威胁未减之前，不会护送通过海峡的船只。洛杉矶港执行董事指出，由于战争风险，航运公司目前对通过海峡缺乏兴趣，也难以获得保险。
Strait of Hormuz, Indian LPG tankers, Turkish ship, Iran, Secretary of Defense Pete Hegseth, US policy
霍尔木兹海峡的通航状况复杂且充满不确定性。尽管部分船只获得伊朗批准通行，但美国对其安全表示严重担忧，并将其通航能力与伊朗的攻击行为挂钩。高昂的风险和缺乏保险正导致商业航运避开该区域，对全球能源流动构成持续挑战。
“The companies do not have an interest right now, nor is there enough money for insurance to transit those ships through the Strait,” says Port of Los Angeles Executive Director Gene Seroka as he discusses shipping disruptions related to the Iran War and the Strait of Hormuz https://t.co/R8w26pmKKI
@bloombergtv ↗
美国五角大楼正在向中东部署一支由多达2500名海军陆战队员组成的“远征部队”和额外军舰，以应对伊朗对霍尔木兹海峡日益加剧的袭击。美国已将对伊朗的打击提升至“前所未有的水平”，并向中东运送了1万架在乌克兰开发的拦截无人机，以抵御伊朗的袭击。英国也在伊拉克地区击落了多架无人机。以色列国防军（IDF）报告称，在“咆哮的狮子行动”中对伊朗进行了约7600次打击，其中包括2000多次针对伊朗政权总部和资产，以及4700多次针对伊朗导弹计划的打击，消灭了数千名恐怖分子。以色列空军（IAF）还出动90多架战斗机，使用约200枚弹药对德黑兰的伊朗革命卫队（IRGC）和巴斯基部队的总部等基础设施进行了打击。
2,500 Marines, additional warships, 10,000 interceptor drones, ~7,600 strikes, Operation Roaring Lion, 90+ IAF fighter jets, ~200 munitions, Tehran, IRGC, Basij Forces, UK drone shoot down
美国及其盟友正大幅加强在中东的军事部署和对伊朗的打击力度，旨在遏制伊朗在该地区的行动及其对关键航运线路的威胁。这些行动包括部署地面部队、海军力量和先进无人机系统，以及密集空袭。伊朗革命卫队的回应显示军事冲突仍在升级，地区局势持续紧张。
🎯2 WEEKS OF OPERATION ROARING LION: 📍IRAN: • ~7,600 total strikes including: 2,000+ strikes on HQs & assets of the Iranian regime, ~4,700 strikes against the Iranian missile program • Thousands of terror operatives eliminated • 4,700+ operational sorties, including 380+
@idf ↗
特朗普总统就伊朗战争发表多项声明，称战争将在“我骨子里感觉到”时结束，并表示伊朗“即将投降”。他建议美国可以护送船只通过霍尔木兹海峡，宣称“他们没有海军，我们击沉了他们所有的船只”。特朗普还表示普京“可能在一定程度上帮助伊朗”，并且他目前不关注伊朗铀问题，重申美国正在“削弱伊朗”。他还说美国不需要乌克兰在无人机防御方面的帮助。在古巴问题上，特朗普表示他正在与古巴共产主义政府谈判，并且“很容易”就能达成协议。此外，特朗普称美国境内居住的伊朗人正“受到监视”，原因是担忧国内恐怖主义，并认为中国汽油排长队报道是真实的。他还声称美国与中国保持“良好关系”。
Trump, Iran war, Strait of Hormuz, Putin, Cuba, Iranian uranium, China, Iranians in US
特朗普总统的言论反映出其在中东冲突中的强硬立场和单边主义倾向，试图通过施压和军事姿态来推动伊朗“投降”。他对俄罗斯和中国关系的表述模糊且自相矛盾，显示出外交政策的复杂性。其关于古巴谈判的声明则可能预示着美国对外政策的潜在转变。
BREAKING: US oil prices surge above $96/barrel after President Trump says the Iran war will end “when I feel it in my bones." https://t.co/KkwK2mNqDo
@kobeissiletter ↗
以太坊基金会董事会发布了“EF Mandate”，重申了以太坊的愿景和基金会在生态系统中的作用。贝莱德在纳斯达克推出了新的以太坊（$ETH）质押ETF ($ETHB)，首日交易量达到1550万美元。
Ethereum Foundation, EF Mandate, BlackRock $ETHB ETF, $15.5M trading volume (first day)
以太坊基金会的新使命宣言为其未来发展方向提供了指导，而贝莱德以太坊质押ETF的推出及其强劲的首日交易量，表明机构投资者对以太坊生态系统，特别是质押收益，表现出浓厚兴趣，可能进一步推动主流资金进入加密货币市场。
UPDATE: $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY [QT @scottmelker: BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ]
@scottmelker ↗
美国经济第四季度GDP年化增长率从最初的1.4%被向下修正至0.7%。
US Q4 GDP growth revised from 1.4% to 0.7%
这一显著下调的修订表明经济扩张远低于此前预期，引发了对美国经济前景的担忧，尤其是在消费者信心也持续下降的背景下。
Fourth-quarter GDP growth in the US has been revised downward from 1.4% to 0.7%
@unusual_whales ↗
美国油价飙升至96-97美元/桶以上，逼近100美元/桶，同时原油现货价格达到140美元/桶，与期货价格出现显著背离。汽油零售价格创22个月新高。
US oil prices surge above $97/barrel, spot crude $140/barrel vs futures $100/barrel, pump prices at 22-month high
伊朗战争升级和供应担忧推动油价急剧上涨，反映了即时物理供应的紧张，尽管期货价格略低。这直接影响消费者成本，并可能加剧通货膨胀。沙特阿拉伯减产将进一步收紧全球供应。
原油现货和原油期货之间的价值还有极大的背离。现货已经被炒到了140美元一桶，期货还停留在100美元左右。这意味着，要不然真的就是期货市场正在受到美国财政部的不正常干预，要么就是市场对于taco的错误幻想导致原油期货的定价出现了较大偏离。
@Areskapitalon ↗
沙特阿拉伯已将其石油产量削减至少200万桶/日，总产量降至约800万桶/日。
Saudi Arabia cuts oil output by 2 million bpd to 8 million bpd
这一由主要产油国做出的重大减产，将在伊朗战争持续之际进一步收紧全球供应，加剧原油价格上涨的压力，并导致全球能源市场的不稳定。该举动直接影响油价。与此同时，巴西国营石油公司提高了国内柴油价格。
Saudi Arabia cuts oil output by at least 2 million bpd to around 8 mln bpd, per YF
@unusual_whales ↗
美国1月份职位空缺增至694.6万个（高于预期的675万个和前值的655万个），同时裁员数量降至2025年3月以来的最低水平。制造业职位空缺上升至2024年5月以来的最高水平，但专业和商业服务领域的职位空缺创下新低。
January job openings rose to 6.946M, JOLTS layoffs lower, manufacturing job openings rising, professional & business services openings hit fresh low
劳动力市场发出混合信号：总体职位空缺增加且裁员减少，表明潜在实力。然而，制造业（强劲）与专业服务业（疲软）之间的差异表明了行业特定的脆弱性。加拿大2月份失业率飙升至6.7%。
January job openings rose to 6.946M vs. 6.750M est. & 6.550M prior (rev up from 6.542M) https://t.co/cQFEUfN9DB
@lizannsonders ↗
巴克莱已修改对美联储降息的预测，现在预计在2026年9月和2027年3月各降息25个基点，这比其此前预期的今年6月和9月降息有所延迟。
Barclays expects Fed cuts in Sep 2026 and Mar 2027 vs prior June and Sep this year
这一调整反映了对美联储货币政策更为鹰派的展望，表明较高的利率将比此前预期维持更长时间，这可能是由于持续的通胀压力或地缘政治风险。
Barclays expects the US Fed to deliver two 25 bps rate cuts each in September 2026 and March 2027 vs the prior forecast of cuts in June and September this year.
@financialjuice ↗
谷歌正在投资一家AI动画工作室，为儿童制作YouTube视频，而就在一个月前，YouTube CEO曾宣布要“打击AI劣质内容”。
Google invests in AI animation studio for YouTube kids videos, after YouTube CEO announced "crackdown on AI slop"
此举凸显了谷歌在YouTube AI生成内容上的内部矛盾和复杂策略：虽然公开声明旨在遏制“AI劣质内容”，但公司同时投资AI进行内容创作，表明其在利用AI的同时解决质量问题的微妙平衡。
JUST IN: Google invests in AI animation studio to make YouTube videos for kids, just one month after YouTube CEO announced a "crackdown on AI slop."
@polymarket ↗
亚马逊宣布计划将Cerebras Systems的巨型芯片与其自研的Trainium处理器结合使用，以运行AI模型，旨在树立云端AI推理速度和性能的新标杆。
Amazon to use Cerebras chips alongside Trainium processors for AI models
这项合作标志着亚马逊通过集成专业的、高性能芯片来增强其AI基础设施的战略，这可能使其在向云客户提供先进AI能力和服务方面获得竞争优势。
AWS and Cerebras' collaboration aims to set a new standard for AI inference speed and performance in the cloud. $AMZN
@financialjuice ↗
ServiceNow CEO Bill McDermott表示，AI代理“很容易”将大学毕业生的失业率推高至30%以上。
ServiceNow CEO says AI agents could send college grad unemployment over 30%
这位知名科技公司CEO的严厉警告凸显了业界对AI可能颠覆入门级就业市场，特别是对大学毕业生的担忧，预示着未来劳动力结构的重大转变。
AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says https://t.co/56B3eD3sPq
@cnbc ↗
SpaceX正在SpaceX首次公开募股前接管xAI，将合并后的业务定位为实现爆发式增长。此前，埃隆·马斯克曾下令xAI进行新一轮裁员。
SpaceX taking over xAI ahead of IPO, Elon Musk ordered job cuts at XAI
此次企业重组表明埃隆·马斯克计划将AI业务整合到SpaceX旗下，旨在利用资本市场对AI和太空科技的兴趣，尽管xAI近期面临裁员等内部挑战。
Elon Musk is drawing on his past playbook with SpaceX taking over xAI ahead of the orbital launch company’s initial public offering, positioning the combined business for a burst of growth, according to a SpaceX investor https://t.co/eRfGRDikzg
@business ↗
Adobe将支付约1.5亿美元，就美国监管机构对其订阅取消流程过于繁琐的投诉达成和解。此外，Adobe的首席执行官预计将离职。
Adobe to pay $150M settlement, CEO to step down
这项和解旨在解决监管机构对客户实践的审查，而CEO的离职则预示着领导层过渡时期，可能与投资者对AI战略的担忧有关。
Adobe will pay about $150 million to settle a complaint from US regulators that the creative software company made it too difficult for consumers to cancel their subscriptions https://t.co/zWHuB9RIpK
@business ↗
由于收到的投标金额低于最低要价，印度将取消IDBI银行多数股权的招标。
India to scrap bids for majority stake in IDBI Bank
这一决定叫停了一项重要的私有化努力，可能表明市场估值与政府预期不符，影响未来的资产剥离计划，并可能预示着大型国有资产投资环境的谨慎。
India is set to scrap the bids it received for a majority stake in IDBI Bank as the amounts were below the minimum price sought, sources say https://t.co/ixXi4B4vOe
@business ↗
波音公司正在对多达25架尚未交付的737 Max飞机进行受损线束的修复工作，这扰乱了飞机的短期交付计划。
Boeing repairing damaged wiring in up to 25 undelivered 737 Max jets, disrupting deliveries
这一问题对波音而言是一个新的质量控制挑战，可能影响其生产目标、交付时间表和财务业绩，并加剧了人们对该公司制造流程的持续担忧。
Boeing is repairing damaged wiring in as many as 25 undelivered 737 Max jets, disrupting near-term deliveries of the aircraft, sources said https://t.co/BkrlUwdD8R
@business ↗
共和党众议员茱莉亚·莱特洛（Julia Letlow）于2月2日购买了防务电子承包商Leonardo DRS（$DRS）的股票，而她恰好是众议院相关委员会的成员。
Rep. Julia Letlow (R) bought Leonardo DRS ($DRS) stock on Feb 2nd, sits on House committee
这笔交易引发了利益冲突的质疑，因为她在可能影响防务领域的委员会任职，凸显了对政界人士股票交易的持续担忧。
Another blatant "how is this allowed" stock trade from a sitting politician On Feb 2nd Rep. Julia Letlow (R) bought Leonardo DRS $DRS, a defense electronics contractor that builds sensors, surveillance, and electronic warfare systems for the US military She sits on the House https://t.co/r9DcvQEno
@pelositracker ↗
一架美国KC-135空中加油机于3月12日在伊拉克西部坠毁，机上所有六名机组人员被证实全部遇难。
U.S. KC-135 refueling aircraft lost in western Iraq, all six crew members confirmed deceased
此次事件在美中东地区紧张局势升级之际，对美军造成了重大损失。尽管初期报告对死亡人数有所分歧，但最终确认所有六名机组人员均已遇难。
All Crew Members of U.S. KC-135 Loss in Iraq Confirmed Deceased TAMPA, Fla. – All six crew members aboard a U.S. KC-135 refueling aircraft that went down in western Iraq are now confirmed deceased. The aircraft was lost while flying over friendly airspace March 12 during
@centcom ↗
美国国防部将向中东部署一支多达2500名海军陆战队员的“远征部队”，此举已获得国防部长皮特·赫格塞特的批准，以应对伊朗在霍尔木兹海峡日益增多的袭击。
Pentagon to deploy up to 2,500 Marines to the Middle East, approved by Sec. War Hegseth
此次部署标志着美国为保障重要的霍尔木兹海峡安全而采取的重大军事升级行动，应对伊朗日益活跃的袭击。此举是在有关海峡通行状态的相互矛盾声明背景下进行的。美国还向中东派遣了1万架由乌克兰开发的拦截无人机。
JUST IN: Pentagon to deploy “Expeditionary Unit” consisting of up to 2,500 Marines to the Middle East.
@polymarket ↗
以色列国防军/空军（IDF/IAF）在伊朗进行了大规模军事行动，包括“咆哮之狮行动”，进行了约7,600次打击（其中2,000多次针对伊朗政权总部和资产，约4,700次针对伊朗导弹计划），并出动4,700多次作战架次。此外，以色列空军对德黑兰发动袭击，90多架战斗机使用了约200枚弹药，瞄准了伊朗伊斯兰革命卫队和巴斯基部队的总部。
IDF Operation Roaring Lion (~7,600 strikes); IAF strikes in Tehran (90+ jets, ~200 munitions on IRGC/Basij HQs)
这些行动表明以色列对伊朗目标（包括战略基础设施和领导层）进行了大规模且持续的军事打击，凸显了当前冲突的高度激烈性。伊朗革命卫队空天部队指挥官声称其行动是“针对犹太复国主义实体的最猛烈作战轰炸”。
🎯2 WEEKS OF OPERATION ROARING LION: 📍IRAN: • ~7,600 total strikes including: 2,000+ strikes on HQs & assets of the Iranian regime, ~4,700 strikes against the Iranian missile program • Thousands of terror operatives eliminated • 4,700+ operational sorties, including 380+
@idf ↗
伊朗已批准两艘印度液化石油气油轮和一艘土耳其船只通过霍尔木兹海峡。与此同时，美国国防部长皮特·赫格塞特表示，如果伊朗不发动袭击，海峡“可通行”，而伊朗新任最高领袖则 reportedly 誓言关闭海峡。
Iran approves Indian LPG tankers & Turkish ship transit Strait of Hormuz; Sec. War Hegseth: 'open for transit'; Iran's Supreme Leader vowed to keep it closed
这表明霍尔木兹海峡局势复杂且快速演变，伊朗在采取对抗姿态的同时有选择地允许船只通行。部分开放与此前威胁形成对比，但全球航运因高昂保险成本仍面临极大的不确定性。
Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War. https://t.co/kwQ5Ij84KT
@typesfast ↗
古巴总统证实，古巴政府已开始与特朗普政府进行谈判。
Cuba’s president confirms negotiations with Trump
这标志着一项重要的外交进展，表明古巴与美国之间在长期紧张关系后可能出现缓和，特朗普此前曾表示愿意达成协议。
JUST IN: Cuba’s president confirms the communist government has began negotiations with Trump.
@polymarket ↗
贝莱德（BlackRock）新推出的以太坊质押ETF（$ETHB）在上市首日录得1550万美元的交易量。
$ETHB records $15.5M trading volume on first day
这款支持质押的以太坊ETF的强劲首秀，表明机构和散户投资者对通过受监管的金融产品获取以太坊及其质押收益有浓厚兴趣，可能预示着更广泛的主流采纳。
UPDATE: $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY [QT @scottmelker: BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ]
@scottmelker ↗
Avalanche（$AVAX）通过Sunrise在Solana（$SOL）上正式上线，实现了两个区块链网络之间的跨链集成。
$AVAX goes live on $SOL via Sunrise
这项集成标志着区块链互操作性迈出了重要一步，能够带来更大的流动性，并有望催生利用Avalanche和Solana生态系统优势的新去中心化应用。
NEW: $AVAX GOES LIVE ON SOLANA $SOL VIA SUNRISE
@scottmelker ↗
加密货币恐惧与贪婪指数（Crypto Fear & Greed Index）为15/100，表明市场处于“极度恐惧”状态。比特币自去年10月以来已下跌近一半市值。
Crypto Fear & Greed Index: 15/100 (Extreme Fear); Bitcoin lost almost half its value since October
这反映出加密货币市场普遍存在的显著看跌情绪，可能受到宏观经济不确定性和地缘政治紧张局势的综合影响。比特币自去年10月以来的大幅下跌，凸显了市场当前的低迷状态。
Crypto Fear & Greed Index: 15/100 - Extreme Fear https://t.co/kCVtYBlxhP
@financialjuice ↗
美国第四季度GDP增速从1.4%被向下修正至0.7%。
US Fourth-quarter GDP growth revised downward from 1.4% to 0.7%
美国第四季度GDP增速被大幅下修至0.7%，这一疲软表现部分归因于去年秋季长达43天的政府停摆，预示经济可能正在放缓。
Fourth-quarter GDP growth in the US has been revised downward from 1.4% to 0.7%
@unusual_whales ↗
美国油价飙升至每桶99美元以上，本周涨幅接近10%。
US oil prices surge above $99/barrel, up nearly +10% on the week
由于美国特朗普政府未能给出伊朗战争的结束时间表，市场不确定性增加，导致美国油价突破99美元/桶，本周已上涨近10%，引发美国再次失去对油市控制的担忧。
BREAKING: US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market. https://t.co/kqIYM5HH6S
@kobeissiletter ↗
不含住房和金融投入的PCE核心服务通胀率升至3.2%，打破了两年来的2.7-3%区间。
PCE core services inflation excluding housing & financial imputations ... to 3.2%
PCE核心服务通胀率（不含住房和金融投入）已突破两年来的2.7-3%区间，升至3.2%，这表明即使在油价冲击之前，美国商品和服务通胀也已呈稳定上升趋势。
US inflation in goods and services has been steadily inflecting upwards this year, even before the oil price shock. https://t.co/be9O5jiFky [QT @ernietedeschi: Services inflation breaking bad. PCE core services inflation excluding housing & financial imputations (right) finally broke out of the 2.7-3% range it's been in for two years, but to the upside, to 3.2%. Adding in core goods (left) yields 2.7% & an even-sharper recent breakout. https://t.co/xxaAKwG5Tl]
@lisaabramowicz1 ↗
巴克莱银行将其对美联储降息的预测调整为2026年9月和2027年3月各25个基点，此前预测为2026年6月和9月。
Barclays expects the US Fed to deliver two 25 bps rate cuts each in September 2026 and March 2027 vs the prior forecast of cuts in June and September this year
巴克莱银行大幅推迟了对美联储降息的预测，表明其认为货币政策宽松的时间将晚于此前预期，反映出对未来经济和通胀前景的谨慎态度。
Barclays expects the US Fed to deliver two 25 bps rate cuts each in September 2026 and March 2027 vs the prior forecast of cuts in June and September this year.
@financialjuice ↗
美国银行分析师哈奈特表示，当前市场状况酷似2008年。
Bank of America’s Harnett has said markets are looking like 2008
美国银行的哈奈特指出，当前市场情势与2008年有相似之处，这一警告引发了对市场可能面临的动荡和潜在政策应对的深切关注。
Bank of America’s Harnett has said markets are looking like 2008.
@unusual_whales ↗
DeepMind的AlphaEvolve成功为五个经典拉姆齐数建立了新的下限。
DeepMind used AlphaEvolve to establish new lower bounds for five classical Ramsey numbers
DeepMind的AlphaEvolve在组合数学领域取得突破，为经典拉姆齐数设定了新的下限，这表明AI在解决复杂数学问题上的能力显著提升。
Welcome to March 13, 2026 The Singularity is cracking open the hardest problems in mathematics and physics. DeepMind used AlphaEvolve to establish new lower bounds for five classical Ramsey numbers, an extremal combinatorics
@alexwg ↗
ServiceNow首席执行官预测，AI代理可能导致大学毕业生失业率轻松超过30%。
AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says
ServiceNow首席执行官警告，AI代理的普及可能对劳动力市场产生颠覆性影响，尤其可能使大学毕业生的失业率突破30%。这一预测引发了对AI技术社会影响的深刻讨论。
AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says https://t.co/56B3eD3sPq
@cnbc ↗
民主党参议员正在对8家AI公司的数据中心展开调查。
Democratic Senators probe into 8 AI companies on data centres
民主党参议员针对8家AI公司的数据中心启动调查，这标志着监管机构对人工智能行业基础设施和运营实践的审查日益加强。
Democratic Senators probe into 8 AI companies on data centres.
@financialjuice ↗
SpaceX正在筹备一项潜在的IPO，目标估值高达1.75万亿美元，有望成为史上最大规模的IPO。
SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion
SpaceX正计划进行一项可能达到1.75万亿美元估值的首次公开募股，若成功将成为历史最大IPO，尽管有评论指出其纳入主要指数可能存在结构性操纵。
"Have you no shame, sir?" Narrator: There was in fact, no shame It's not just Nasdaq. Everyone is joining the "SEC" club. [QT @michaeljburry: Must read - this is free and not me. https://t.co/DoUrXc6VGK This is the most SHAMELESS structural manipulation of a major index I've ever seen. SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion. That would make it the]
@profplum99 ↗
Adobe首席执行官因投资者对AI的担忧而辞职。
Adobe CEO to Step Down in Face of Investor Concerns Over AI
Adobe首席执行官的辞职是受投资者对其AI战略和公司未来发展方向担忧的影响，反映出AI时代背景下，传统科技巨头面临的转型压力。
Adobe CEO to Step Down in Face of Investor Concerns Over AI. Listen for more on Bloomberg Intelligence. https://t.co/YCVtyaDxTS
@business ↗
以色列空军出动90多架战斗机，使用约200枚弹药空袭德黑兰，目标包括IRGC和巴斯基部队的地区及关键总部。
IAF STRIKES IN TEHRAN: 90+ Israeli Air Force fighter jets used ~200 munitions targeting Iranian terror regime infrastructure including: A regional headquarters of the IRGC and the Basij Forces Key headquarters of the Basij Forces
以色列空军对伊朗首都德黑兰发动了大规模空袭，动用超过90架战斗机和200枚弹药，精准打击了包括IRGC和巴斯基部队在内的伊朗政权基础设施，此举标志着冲突的重大升级。
🎯2 WEEKS OF OPERATION ROARING LION: 📍IRAN: • ~7,600 total strikes including: 2,000+ strikes on HQs & assets of the Iranian regime, ~4,700 strikes against the Iranian missile program • Thousands of terror operatives eliminated • 4,700+ operational sorties, including 380+
@idf ↗
据半岛电视台援引美国官员消息，美国驱逐舰“奥斯卡·奥斯汀号”在土耳其领空击落了一枚伊朗弹道导弹。
US destroyer USS Oscar Austin shot down the Iranian ballistic missile in Turkish airspace
美国驱逐舰在土耳其领空拦截并击落了一枚伊朗弹道导弹，这一直接军事对抗表明美国已深入参与区域防空，可能导致冲突进一步升级。
APA on US official: The US destroyer USS Oscar Austin shot down the Iranian ballistic missile in Turkish airspace - Al Jazeera.
@financialjuice ↗
五角大楼将向中东部署一支多达2,500名海军陆战队员的远征部队及军舰，以应对伊朗在霍尔木兹海峡日益升级的袭击。
Pentagon to deploy “Expeditionary Unit” consisting of up to 2,500 Marines to the Middle East. The Pentagon is moving additional Marines and warships to the Middle East as Iran steps up its attacks on the Strait of Hormuz
五角大楼向中东部署一支由2500名海军陆战队员组成的远征部队及更多军舰，此举旨在应对伊朗在霍尔木兹海峡日益加剧的袭击，预示着美国在该地区军事存在和行动的重大升级。
JUST IN: Pentagon to deploy “Expeditionary Unit” consisting of up to 2,500 Marines to the Middle East.
@polymarket ↗
英国国防部表示，伊朗战争造成的油价冲击几乎肯定会短期内提振俄罗斯，增加其资助乌克兰战争的能力。
UK Ministry of Defence: The Iran war oil price shock will almost certainly provide Russia a short-term boost and greater capacity to fund the war in Ukraine
英国国防部评估认为，伊朗战争导致的油价飙升将为俄罗斯提供额外的短期资金支持，从而增强其在乌克兰战争中的财政能力，突显了地区冲突间复杂的联动效应。
UK Ministry of Defence: The Iran war oil price shock will almost certainly provide Russia a short-term boost and greater capacity to fund the war in Ukraine.
@financialjuice ↗
伊朗已批准印度政府的两艘液化石油气油轮通过霍尔木兹海峡。
Iran has given approval to the Indian government for two liquified petroleum tankers to pass through the Strait of Hormuz
伊朗允许两艘印度液化石油气油轮通过霍尔木兹海峡，这一举动或可缓解对石油供应中断的担忧，并为部分石油运输提供途径。有分析指出，此举可能导致原油价格回落至战前水平，并削弱伊朗的谈判筹码。
BREAKING: Iran has given approval to the Indian government for two liquified petroleum tankers to pass through the Strait of Hormuz. Oil prices are falling on the news.
@kobeissiletter ↗
贝莱德在纳斯达克推出了新的以太坊（ETH）质押ETF ($ETHB)，首日交易量达1550万美元。
BlackRock launches new Ethereum $ETH Staking ETF $ETHB on NASDAQ. $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY
贝莱德在纳斯达克成功推出以太坊质押ETF（$ETHB），首日交易量达到1550万美元，这表明机构投资者对质押以太坊的兴趣浓厚，并进一步推动了加密货币市场的机构化进程。
UPDATE: $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY [QT @scottmelker: BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ]
@scottmelker ↗
美国第四季度GDP增长率从最初的1.4%被向下修正至0.7%，反映出经济增速显著放缓。
Fourth-quarter GDP growth in the US has been revised downward from 1.4% to 0.7%
此次向下修正表明美国经济增速显著放缓，可能加剧市场对经济前景的担忧。有观点认为经济数据可能存在“虚假”成分，被反复修正。
Fourth-quarter GDP growth in the US has been revised downward from 1.4% to 0.7%
@unusual_whales ↗
美国1月份贸易逆差收窄25%（即184亿美元），降至545亿美元，为去年10月以来最低水平，主要得益于出口增长6%和进口下降1%。
US trade deficit narrowed -$18.4 billion, or -25%, in January, to -$54.5 billion, the lowest since October. Exports jumped +$15.9 billion MoM, or +6%, imports fell -$2.6 billion MoM, or -1%
贸易逆差显著收窄主要得益于出口的强劲增长和进口的小幅下降，尤其受黄金、电脑和飞机出口推动。这可能对美国经济数据产生积极影响。
BREAKING: The US trade deficit narrowed -$18.4 billion, or -25%, in January, to -$54.5 billion, the lowest since October. Exports jumped +$15.9 billion MoM, or +6%, fueled by outbound shipments of gold, computers, and aircraft. Imports fell -$2.6 billion MoM, or -1%, led by a https://t.co/Louscly0qJ
@kobeissiletter ↗
受伊朗战争影响，美国油价飙升至每桶99美元以上，一周内涨幅近10%，并有预测将很快突破100美元。原油现货价格高达每桶140美元，与期货价格存在显著背离。
US oil prices surge above $99/barrel, now up nearly +10% on the week; Crude spot $140/bbl vs futures ~$100/bbl
油价飙升和现货期货价差扩大凸显了伊朗战争对全球能源市场的巨大冲击，市场对供应中断的担忧持续加剧。分析认为美国已失去对油市的控制，且油价飙升推动泵价达到22个月新高。
原油现货和原油期货之间的价值还有极大的背离。现货已经被炒到了140美元一桶，期货还停留在100美元左右。这意味着，要不然真的就是期货市场正在受到美国财政部的不正常干预，要么就是市场对于taco的错误幻想导致原油期货的定价出现了较大偏离。 [QT @Rory_Johnston: Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels. https://t.co/bDjja8NJqH]
@Areskapitalon ↗
加拿大经济在2月份流失84,000个工作岗位，失业率飙升至6.7%。
Canada’s economy loses 84,000 jobs in February, as unemployment rate soars to 6.7%
大量的失业和失业率的上升表明加拿大劳动力市场面临严重挑战，导致加拿大元跌至10日低点，并降低了市场对未来加息的预期。
BREAKING: Canada’s economy loses 84,000 jobs in February, as unemployment rate soars to 6.7% 32% chance of a Canada recession this year. https://t.co/XeNieCwJ4K
@polymarket ↗
谷歌投资一家AI动画工作室，为儿童制作YouTube视频，此前YouTube首席执行官曾宣布“打击AI劣质内容”。
Google invests in AI animation studio to make YouTube videos for kids, just one month after YouTube CEO announced a 'crackdown on AI slop'
这一投资发生在YouTube首席执行官宣布“打击AI劣质内容”仅一个月后，表明谷歌在儿童内容领域积极探索AI应用，但也引发了对其AI内容策略一致性的疑问。
JUST IN: Google invests in AI animation studio to make YouTube videos for kids, just one month after YouTube CEO announced a "crackdown on AI slop."
@polymarket ↗
DeepMind利用AlphaEvolve为五项经典拉姆齐数（Ramsey numbers）建立了新的下界，实现了数学和物理领域最棘手问题的新突破。
DeepMind used AlphaEvolve to establish new lower bounds for five classical Ramsey numbers
这标志着AI在解决基础数学和物理学领域最棘手问题上的重大突破，展现了AI在科学发现方面的潜力，被视为“奇点”的体现。
Welcome to March 13, 2026 The Singularity is cracking open the hardest problems in mathematics and physics. DeepMind used AlphaEvolve to establish new lower bounds for five classical Ramsey numbers, an extremal combinatorics
@alexwg ↗
贝莱德（BlackRock）在纳斯达克推出了新的以太坊（Ethereum）质押ETF ($ETHB)，并在首日录得1550万美元的交易量。
BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ; $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY
这是传统金融巨头进军加密货币领域的重要一步，通过提供质押收益的ETF，为投资者提供了新的加密资产敞口方式，并反映了市场对机构加密产品的需求。
UPDATE: $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY [QT @scottmelker: BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ]
@scottmelker ↗
美国五角大楼正在向中东部署一支由多达2500名海军陆战队组成的远征部队，以应对伊朗在霍尔木兹海峡日益升级的袭击。
Pentagon to deploy “Expeditionary Unit” consisting of up to 2,500 Marines to the Middle East, as Iran steps up its attacks on the Strait of Hormuz
此次部署标志着美方在中东军事存在的升级，旨在保障霍尔木兹海峡的航运安全，但可能进一步加剧与伊朗的紧张关系。尽管美国防长声称海峡“开放通行”，伊朗的袭击仍在持续，引发了对冲突升级的担忧。
The Pentagon is moving a Marine expeditionary unit to the Middle East, as Iran steps up its attacks on the Strait of Hormuz, according to two U.S. officials. Expeditionary units typically consist of up to 2,500 Marines, per WSJ
@unusual_whales ↗
在为期两周的“怒狮行动”中，以色列国防军对伊朗进行了约7600次打击，包括对伊朗革命卫队（IRGC）和巴斯基部队总部的数百次空袭。美国也加大了对伊朗的打击力度，称其弹道导弹能力和海军已丧失战斗力。
IDF: ~7,600 total strikes including 2,000+ on HQs & ~4,700 against Iranian missile program. IAF STRIKES IN TEHRAN: 90+ fighter jets used ~200 munitions targeting IRGC/Basij HQs. US stepped up strikes on Iran to unprecedented levels; Iran's entire ballistic missile capacity functionally destroyed.
美以对伊朗的军事行动达到前所未有的强度，旨在削弱伊朗军事能力和基础设施，但这种升级可能导致更广泛的地区冲突。白宫宣称伊朗军事能力已基本丧失，但伊朗声称其行动是对以色列“最猛烈”的轰炸。
🎯2 WEEKS OF OPERATION ROARING LION: 📍IRAN: • ~7,600 total strikes including: 2,000+ strikes on HQs & assets of the Iranian regime, ~4,700 strikes against the Iranian missile program • Thousands of terror operatives eliminated • 4,700+ operational sorties, including 380+
@idf ↗
伊朗已批准两艘印度液化石油气（LPG）油轮通过霍尔木兹海峡。
Iran has given approval to the Indian government for two liquified petroleum tankers to pass through the Strait of Hormuz.
尽管霍尔木兹海峡的紧张局势持续，伊朗此举可能被视为对印度的一种缓和姿态，并暂时缓解了对全球能源供应中断的部分担忧，导致油价短暂回落。
BREAKING: Iran has given approval to the Indian government for two liquified petroleum tankers to pass through the Strait of Hormuz. Oil prices are falling on the news.
@kobeissiletter ↗
一架美国加油机在伊拉克坠毁，机上所有六名机组人员全部遇难，事故原因正在调查中。
US refueling plane crashes in Iraq, killing six service members; all six airmen aboard a refueling aircraft that went down in Iraq are dead
这一事件发生在美军对伊朗的打击升级之际，引发了对地区安全和美军行动风险的担忧。英国国防部评估认为，伊朗战争导致的油价冲击将短期提振俄罗斯并助其资助乌克兰战争。
The U.S. military says all six airmen aboard a refueling aircraft that went down in Iraq are dead. The announcement was made on Friday. The military says the circumstances of the incident are being investigated.
@newshour ↗
贝莱德（BlackRock）在纳斯达克推出了新的以太坊（Ethereum）质押ETF ($ETHB)，并在首日录得1550万美元的交易量。
BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ; $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY
这是传统金融巨头进军加密货币领域的重要一步，通过提供质押收益的ETF，为投资者提供了新的加密资产敞口方式，并反映了市场对机构加密产品的需求。
UPDATE: $ETHB RECORDS $15.5M TRADING VOLUME ON FIRST DAY [QT @scottmelker: BLACKROCK LAUNCHES NEW ETHEREUM $ETH STAKING ETF $ETHB ON NASDAQ]
@scottmelker ↗
美国2026年第四季度的GDP增长率从初报的1.4%被向下修正至0.7%。
US GDP growth Q4 revised from 1.4% to 0.7%
此次GDP增长的显著下调，凸显了美国经济表现的意外疲软，部分分析认为这与去年的政府停摆有关。
Fourth-quarter GDP growth in the US has been revised downward from 1.4% to 0.7%
@unusual_whales ↗
美国1月份贸易逆差收窄184亿美元（-25%）至545亿美元，创下去年10月以来的新低；出口环比增长6%（159亿美元），进口环比下降1%（26亿美元）。
US trade deficit January -$54.5 billion, exports +6%, imports -1%
美国贸易平衡显著改善，主要得益于黄金、电脑和飞机等关键领域的强劲出口增长。
BREAKING: The US trade deficit narrowed -$18.4 billion, or -25%, in January, to -$54.5 billion, the lowest since October. Exports jumped +$15.9 billion MoM, or +6%, fueled by outbound shipments of gold, computers, and aircraft. Imports fell -$2.6 billion MoM, or -1%, led by a
@kobeissiletter ↗
加拿大经济在2月份净损失了83,900至84,000个工作岗位（远超预期的增加1万个），导致失业率上升至6.7%。
Canada lost 83,900 jobs in February, unemployment rate 6.7%
加拿大劳动力市场出现急剧恶化，远低于预期，失业率显著上升，引发了对经济衰退的担忧。
Canada's economy lost net 83,900 jobs in February, driving Canada's unemployment rate up to 6.7%. Economists were expecting a 10k gain, per Bloomberg
@unusual_whales ↗
受伊朗战争及霍尔木兹海峡冲突影响，全球石油市场陷入动荡，美国油价涨至99美元/桶以上（本周上涨近10%），布伦特原油期货结算价为103.14美元/桶。现货原油价格高达140美元/桶，而期货价格在100美元左右，表明供需存在巨大分歧，且石油市场正经历有史以来最严重的供应中断。
US oil prices >$99/barrel, Brent crude $103.14/bbl, physical crude $140/bbl, Strait of Hormuz
伊朗战争和霍尔木兹海峡的冲突严重扰乱了全球石油供应，导致油价飙升，现货与期货市场之间存在显著差异。这引发了市场压力，并影响了系统性交易策略。
原油现货和原油期货之间的价值还有极大的背离。现货已经被炒到了140美元一桶，期货还停留在100美元左右。这意味着，要不然真的就是期货市场正在受到美国财政部的不正常干预，要么就是市场对于taco的错误幻想导致原油期货的定价出现了较大偏离。 [QT @Rory_Johnston: Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels. https://t.co/bDjNbRJJqH]
@Areskapitalon ↗
微软成为首个验证NVIDIA Vera Rubin NVL72系统用于AI基础设施的云服务提供商。
Microsoft, NVIDIA Vera Rubin NVL72, AI infrastructure
微软在采纳下一代英伟达AI硬件方面处于领先地位，这标志着云AI基础设施发展迈出了重要一步，并加深了与英伟达的合作。
We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation, another big step in building the next generation of AI infrastructure with NVIDIA. https://t.co/apPyKh0HRK
@satyanadella ↗
SpaceX确认其猎鹰9号火箭已从加州成功发射并部署了25颗Starlink卫星。
SpaceX, Starlink, 25 satellites
这标志着Starlink卫星星座的持续快速扩张，旨在增强全球互联网覆盖范围，并展示了SpaceX一贯的发射能力。
Deployment of 25 @Starlink satellites confirmed
@spacex ↗
ServiceNow首席执行官表示，AI代理可能“轻易地”将大学毕业生的失业率推高到30%以上。
AI agents, college grad unemployment >30%, ServiceNow CEO
一位科技领军企业的CEO对AI可能对大学毕业生就业市场造成的冲击表示严重担忧，强调了这一紧迫的社会挑战需要国家层面的讨论。
AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says https://t.co/56B3eD3sPq
@cnbc ↗
据《金融时报》报道，埃隆·马斯克已下令xAI进行新一轮裁员，同时马斯克本人承认xAI“建造不当”，此前公司经历了创始人离职潮。
Elon Musk, xAI, job cuts, 'not built right', founder exodus
xAI正经历内部动荡，包括大规模裁员和领导层挑战，马斯克承认存在根本性问题，这引发了对其战略方向和稳定性的质疑。
Musk admits xAI was ‘not built right’ as it contends with a founder exodus https://t.co/WleCeSzbi9
@marketwatch ↗
欧洲已经迈出第一步，旨在禁止AI生成儿童性虐待图像。
Europe, AI-generated child sexual abuse images, ban
这表明欧洲对生成式AI带来的伦理挑战采取了强硬的监管措施，重点在于防止这项技术的严重滥用。
Europe takes first step to banning AI-generated child sexual abuse images https://t.co/RdWaiq4dsW https://t.co/RdWaiq4dsW
@reutersbiz ↗
亚马逊（AMZN）宣布，其无广告的Prime Video订阅将于2026年4月10日在美国更名为“Prime Video Ultra”，定价为每月4.99美元，相当于每月涨价2美元。
Amazon AMZN, Prime Video Ultra, $4.99/month, $2/month price hike
亚马逊正在重新包装其无广告流媒体服务并提高价格，此举可能增加其收入，但也考验了用户在生活成本压力下的订阅意愿。
Amazon $AMZN announced today "On April 10, 2026, Prime Video’s Ad Free subscription will become Prime Video Ultra in the U.S., priced at $4.99 a month" https://t.co/LpsOmSAdtd
@stockmktnewz ↗
印度政府修改了上市规则，为亿万富翁穆克什·安巴尼旗下的信实工业数字部门Jio Platforms有限公司进行首次公开募股（IPO）创造了条件。
Jio Platforms IPO, Indian government, listing rules
印度政府的这项重大监管改革为一次可能规模巨大的IPO铺平了道路，这将为信实工业释放价值，并为印度数字产业带来新的投资机会。
The Indian government on Friday announced changes to listing rules, clearing the way for billionaire Mukesh Ambani to go for an initial public offering of Jio Platforms Ltd., the digital arm of his conglomerate Reliance Industries https://t.co/j3B3kVpGxV
@business ↗
Adobe首席执行官将因投资者对其AI战略的担忧而辞职。
Adobe CEO step down, investor concerns, AI
Adobe的领导层变动表明投资者对公司AI战略的不满，突显了AI整合对主要科技公司至关重要性。
Adobe CEO to Step Down in Face of Investor Concerns Over AI. Listen for more on Bloomberg Intelligence. https://t.co/YCVtyaDxTS
@business ↗
SpaceX正在筹备一项潜在的首次公开募股（IPO），其目标估值高达1.75万亿美元，这可能成为历史上规模最大的IPO之一。
SpaceX IPO, $1.75 trillion valuation
SpaceX正为可能成为历史上最大规模的IPO之一做准备，这表明了其巨大的增长雄心，并可能对市场产生重大影响。
"Have you no shame, sir?" Narrator: There was in fact, no shame It's not just Nasdaq. Everyone is joining the "SEC" club. [QT @michaeljburry: Must read - this is free and not me. https://t.co/DoUrXc6VGK This is the most SHAMELESS structural manipulation of a major index I've ever seen. SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion. That would make it the]
@profplum99 ↗
美国B-2隐形轰炸机起飞执行“史诗之怒”行动任务，对伊朗政权进行远程打击。白宫称美军正对伊朗政权施加“毁灭性”力量，伊朗的弹道导弹能力被“功能性摧毁”，海军“作战无效”。此外，美国陆军已向中东派遣1万架乌克兰开发的拦截无人机，以对抗伊朗袭击，且美军中央司令部（CENTCOM）已袭击了6,000个目标。
Operation Epic Fury, B-2 stealth bombers, US military, Iran, 10,000 interceptor drones, 6,000 targets
美国正动用B-2轰炸机和拦截无人机等先进武器，对伊朗进行大规模军事行动，旨在摧毁其军事能力。白宫宣称这些行动卓有成效，但冲突已持续两周并不断升级。
B-2 stealth bombers takeoff to conduct a mission during Operation Epic Fury, delivering long-range fire to not only eliminate the threat from the Iranian regime today, but also eliminate their ability to rebuild in the future. https://t.co/ebyUYNOLo
@centcom ↗
美国战争部长表示，尽管存在伊朗发射导弹的威胁，霍尔木兹海峡“仍可通行”。然而，a16z和Jordan Schneider却称海峡“已关闭”，并有报道指出前所未有的供应中断正在导致石油市场动荡。同时，包括法国在内的欧洲国家正在与德黑兰谈判以确保其船只安全通过。
Strait of Hormuz, open for transit, closed, supply disruption, Iran, European negotiations
霍尔木兹海峡的实际状态存在相互矛盾的说法，美国官员坚称其开放，而另一些来源则声称其已关闭并面临严重中断。这种不确定性正在推动石油市场波动，并促使欧洲国家进行外交斡旋以确保安全通行。
Other than that, Mrs. Lincoln, how was the play? [QT @typesfast: Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War. https://t.co/kwQ5Ij84KT]
@natesilver538 ↗
美国国务院宣布，将悬赏高达1000万美元，以获取有关伊朗最高领袖莫吉塔巴·哈梅内伊（Mojtaba Khamenei）及其他九名伊朗政权高级官员的信息。
US State Department, $10 million reward, Mojtaba Khamenei, Iran officials, IRGC leadership
这项巨额悬赏表明美国采取了激进策略，旨在通过针对伊朗领导层来动摇其政权，从而加剧对德黑兰的地缘政治压力。
BREAKING: The U.S. State Department announced that it is offering a reward of up to $10 million to anyone who provides information on Iran’s Supreme Leader Mojtaba Khamenei and nine other senior officials in the Iranian regime
@unusual_whales ↗
以色列空军（IAF）出动90多架战斗机，使用约200枚弹药袭击了德黑兰的伊朗革命卫队（IRGC）和巴斯基（Basij Forces）总部等伊朗恐怖政权基础设施。同时，以色列国防军（IDF）已发布贝鲁特市中心和黎巴嫩南部地区的疏散命令，涉及黎巴嫩约10%的领土，预计将进行空袭。伊朗革命卫队则声称用导弹和真主党无人机袭击了海法、凯撒利亚和霍隆军事工业综合体。
IAF strikes, Tehran, IRGC, Basij, IDF, Beirut, Southern Lebanon, evacuation orders, Haifa, missiles
以色列正对伊朗及其盟友采取大规模军事行动，包括深入德黑兰的空袭以及在黎巴嫩发布疏散令。这表明区域冲突正在广泛升级，并将更多参与方卷入其中。
🛩️🎯IAF STRIKES IN TEHRAN: 90+ Israeli Air Force fighter jets used ~200 munitions targeting Iranian terror regime infrastructure including: • A regional headquarters of the IRGC and the Basij Forces • Key headquarters of the Basij Forces • Headquarters of the Iranian
@idf ↗
美国总统特朗普签署了旨在提高住房负担能力（通过减少监管负担和扩大住房贷款）并打击虚假“美国制造”声明的行政命令。同时，纽约市市长Zohran Mamdani提议将纽约州遗产税免税门槛从700多万美元大幅削减至75万美元，并将税率从16%提高至50%，这可能导致纽约市超过1万亿美元的财富外流。
Trump, executive orders, home affordability, 'Made in America', NYC estate tax, Zohran Mamdani, $750k exemption, 50% rate
特朗普总统正在积极推行以经济为重点的国内政策，而纽约市长Mamdani的激进遗产税提案，则可能大幅改变该市的财富格局，引发对财富外流的担忧。
Mamdani has proposed to lower the exemption on the death tax from $7.1 million to only $750k. He also wants to increase the death tax from 16% to 50%. NYC has 123 billionaires with an average age of 67 yrs old. If it passes, NYC will have a $1 trillion+ exodus in wealth. https://t.co/uHTd5e6qWL
@onechancefreedm ↗
Zcash (ZEC) 的匿名交易量达到历史新高。Zodl核心团队从a16z和Paradigm融资2500万美元，Tachyon（扩展和量子）项目正在进行，Foundry将推出新的世界级矿机，并且新的支付SDK正在发布。
ZEC, all-time high, shielded transactions, $25M funding, a16z, Paradigm
Zcash在隐私交易方面实现显著增长，这得益于强大的机构投资、持续的技术进步和生态系统发展，显示出其在加密货币领域的强劲势头。
new all-time high in shielded ZEC! - zodl core team just raised 25M from a16z + paradigm - tachyon is underway (scale + quantum) - new world-class miners from foundry on the way - new payments SDK being released zcash is putting in work encrypted money at planetary scale https://t.co/zz7hIDH8D6
@mert ↗
AI代理现在可以使用AgentCard在Polymarket上进行交易。
AI agent, Polymarket, AgentCard, trading
Polymarket引入了AgentCard，使AI代理能够在其平台上进行交易，这是一项将人工智能与加密预测市场结合的创新功能，可能推动“代理经济”的发展。
Your AI agent can now trade on Polymarket using AgentCard. May the best agent win 🤖 [QT @agentcardai: Introducing AgentCard. Your agent can now buy anything: • pay for inference & APIs • order DoorDash, Amazon, Ubers • run marketing • trade Polymarket 24/7 Open to all, not just businesses 🔥 Instant. Private. Reusable. Live today. https://t.co/zSgDHoO2Ph]
@polymarket ↗
自伊朗战争爆发以来，美国油价已上涨近10%，WTI原油期货收于每桶98.71美元，布伦特原油期货收于每桶103.14美元，全球油价总体上涨40%。伊朗新任最高领袖誓言报复的声明进一步将油价推升至100美元以上。目前，现货原油价格已被炒至140美元一桶，与期货价格存在巨大背离。
US oil prices >$99/barrel, +10% on week, WTI $98.71/barrel, Brent $103.14/bbl, +40% since Iran war, physical crude $140/bbl.
伊朗战争持续升级对全球油市造成严重冲击，导致油价大幅上涨并引发供应中断担忧。现货和期货价格的巨大差异表明市场对即期供应的紧张程度远超预期，部分分析认为期货市场可能受到异常干预或对冲突影响存在错误幻想。
BREAKING: US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market.
@kobeissiletter ↗
自伊朗战争于2月28日爆发以来，美国10年期国债收益率已上涨近35个基点，抵押贷款利率随之上涨，达到去年9月以来的最高水平。市场已将2026年的降息预期完全排除。
10Y Note yield +35 basis points, February 28th, mortgage rates highest since September.
伊朗战争的地缘政治风险正在显著推高美国国债收益率和抵押贷款利率，对住房市场构成压力。市场对未来利率走势的预期也因此发生重大转变，表明对通胀和经济不确定性的担忧加剧。
This is not getting nearly enough attention: The 10Y Note yield is now up nearly +35 basis points since the Iran war began on February 28th. While gas prices are rising, mortgage rates are quickly following. All while rate cuts in 2026 are being priced-out.
@kobeissiletter ↗
加拿大经济在2月份净减83,900个就业岗位，远超经济学家预期的1万个增长，导致全国失业率升至6.7%。其中，加拿大青年失业率已达到14.1%。
lost net 83,900 jobs, February, unemployment rate up to 6.7%, youth unemployment 14.1%.
加拿大劳动力市场表现远低于预期，失业率大幅上升，尤其青年群体失业状况严峻，表明该国经济面临显著下行压力，市场对加拿大今年陷入衰退的担忧加剧。
Canada's economy lost net 83,900 jobs in February, driving Canada's unemployment rate up to 6.7%. Economists were expecting a 10k gain, per Bloomberg
@unusual_whales ↗
美国1月份贸易逆差收窄184亿美元，降幅达25%，至545亿美元，创去年10月以来新低。出口环比增长159亿美元（6%），主要受黄金、电脑和飞机出货量推动；进口环比下降26亿美元（1%）。
narrowed -$18.4 billion, -25%, January, -$54.5 billion, lowest since October, exports +$15.9 billion MoM, imports -$2.6 billion MoM.
美国1月份贸易逆差显著收窄，主要得益于出口强劲增长和进口小幅下降。这表明美国商品在国际市场上的竞争力有所提升，有助于改善美国经常账户状况，尽管地缘政治不确定性仍可能对未来贸易流产生影响。
BREAKING: The US trade deficit narrowed -$18.4 billion, or -25%, in January, to -$54.5 billion, the lowest since October. Exports jumped +$15.9 billion MoM, or +6%, fueled by outbound shipments of gold, computers, and aircraft. Imports fell -$2.6 billion MoM, or -1%, led by a https://t.co/Louscly0qJ
@kobeissiletter ↗
微软宣布成为首个成功部署并验证NVIDIA Vera Rubin NVL72系统的云服务提供商，标志着与英伟达在构建下一代AI基础设施方面取得重大进展。
Microsoft, first cloud, NVIDIA Vera Rubin NVL72 system, validation.
微软在高端AI芯片基础设施方面的领先部署，巩固了其在云AI领域的竞争力，并预示着未来可能为客户提供更强大的AI计算能力。这对于英伟达而言，也是其新一代硬件生态系统扩展的重要里程碑。
We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation, another big step in building the next generation of AI infrastructure with NVIDIA. https://t.co/apPyKh0HRK
@satyanadella ↗
DeepMind利用其AlphaEvolve系统，为五个经典的拉姆齐数（一个极值组合学难题）建立了新的下界。
DeepMind, AlphaEvolve, new lower bounds, five classical Ramsey numbers, extremal combinatorics.
这一成就表明AI在解决复杂数学和理论计算机科学问题上的强大能力，可能预示着未来AI将在更多基础科学领域带来突破，推动人类知识的边界。
Welcome to March 13, 2026 The Singularity is cracking open the hardest problems in mathematics and physics. DeepMind used AlphaEvolve to establish new lower bounds for five classical Ramsey numbers, an extremal combinatorics
@alexwg ↗
自伊朗战争爆发以来，标普500指数已正式抹去2万亿美元市值。
S&P 500, -$2 trillion market cap, since Iran war began.
伊朗战争对美国股市造成了显著的负面影响，导致大规模市值损失。市场压力不断累积，油价飙升、借贷成本上升和美元走强等多重因素共同作用，加剧了股市的下行趋势。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began. https://t.co/bGSvmdBwIA
@kobeissiletter ↗
美国中央司令部报告B-2隐形轰炸机执行“史诗愤怒行动”任务，对伊朗目标进行远程打击。以色列空军也动用90多架战机和200枚弹药空袭德黑兰的伊朗革命卫队（IRGC）和巴斯基部队总部。同时，伊朗新任最高领袖莫伊塔巴·哈梅内伊和真主党领导人均誓言将继续报复。
B-2 stealth bombers, Operation Epic Fury, 90+ IAF fighter jets, 200 munitions, $10 million reward.
美方声称伊朗导弹和无人机攻击已大幅减少90%和95%，并称伊朗弹道导弹能力“基本摧毁”，海军“作战无效”，显示出美方对当前军事行动效果的信心。然而，伊朗最高领袖和真主党领导人的强硬表态预示冲突仍将持续升级，且美国一架加油机在伊拉克坠毁，造成6名军人死亡，凸显了冲突的代价。
B-2 stealth bombers takeoff to conduct a mission during Operation Epic Fury, delivering long-range fire to not only eliminate the threat from the Iranian regime today, but also eliminate their ability to rebuild in the future. https://t.co/ebyUYNnOLo
@centcom ↗
美国国防部长重申霍尔木兹海峡除伊朗可能击沉船只外仍“开放通航”。此前，特朗普政府高级官员承认，他们未曾计划伊朗可能关闭霍尔木兹海峡以回应美军打击。目前，包括法国在内的欧洲国家已与德黑兰展开谈判，寻求确保船只安全通过该海峡的协议。
Strait of Hormuz, European countries, France, US Secretary of War.
美方对霍尔木兹海峡的通航状况持相对乐观立场，但欧洲国家的谈判举动表明国际社会对该海峡通航安全的高度担忧。特朗普政府官员的事后承认揭示了初期战略规划的不足。
"Top Trump officials acknowledged to lawmakers during recent classified briefings that they did not plan for the possibility of Iran closing the strait in response to strikes," per CNN
@unusual_whales ↗
特朗普总统签署行政命令，旨在解决住房负担能力、打击虚假“美国制造”商品并扩大住房贷款可及性，同时启动“美化美国基础设施”挑战赛。然而，在伊朗战争爆发后，民主党在中期选举中横扫美国众议院和参议院的概率已飙升至49%的历史新高，较战前上升10个百分点。
record 49% odds, 10 percentage points increase, executive orders, "Made in America".
特朗普政府在国内政策上积极行动，尤其关注民生和经济议题。但伊朗战争已对美国国内政治格局产生显著影响，民主党在中期选举中的前景被普遍看好，这可能反映了公众对政府处理战争和国内事务的复杂情绪。
BREAKING: The odds of a Democrat "sweep" of both the US House and Senate in midterm elections surge to a record 49%. Odds are now up 10 percentage points since the Iran war began on February 28th, per Polymarket. https://t.co/Ggpyg97oNS
@kobeissiletter ↗
Zcash (ZEC) 的隐私交易量（shielded ZEC）达到历史新高。同时，Zodl核心团队已从a16z和Paradigm处完成2500万美元融资，并将推出新的支付SDK。
new all-time high in shielded ZEC, Zodl core team, raised $25M, a16z, paradigm.
Zcash隐私交易量的增长，结合其核心团队获得知名风投的大额融资，表明市场对其隐私保护技术和未来发展潜力的信心。新的技术开发和SDK发布预计将进一步增强Zcash的功能性和用户采纳度。
new all-time high in shielded ZEC! - zodl core team just raised 25M from a16z + paradigm - tachyon is underway (scale + quantum) - new world-class miners from foundry on the way - new payments SDK being released zcash is putting in work encrypted money at planetary scale https://t.co/zz7hIDH8D6
@mert ↗
预测市场平台Polymarket宣布，AI代理现在可以通过AgentCard进行交易。
AI agent, trade on Polymarket, AgentCard.
这一发展是AI与Web3领域结合的显著一步，使得AI能够直接参与金融预测市场，可能彻底改变交易方式和效率。它也引发了关于AI在去中心化市场中决策能力和潜在影响的讨论。
Your AI agent can now trade on Polymarket using AgentCard. May the best agent win 🤖 [QT @agentcardai: Introducing AgentCard. Your agent can now buy anything: • pay for inference & APIs • order DoorDash, Amazon, Ubers • run marketing • trade Polymarket 24/7 Open to all, not just businesses 🔥 Instant. Private. Reusable. Live today. https://t.co/zSgDHoO2Ph]
@polymarket ↗
自2月28日伊朗战争爆发以来，美国10年期国债收益率已上涨近35个基点，导致抵押贷款利率快速上升至6.41%，达到9月以来最高，并已将2026年的降息预期完全排除。标普警告称，中东战争的负面供给冲击将降低美国GDP增长并推高通胀。
10Y Note yield up +35 bps since Feb 28th, mortgage rates 6.41% (highest since Sep), 2026 rate cuts priced-out, S&P lower US GDP growth & raise inflation.
伊朗战争对美国宏观经济造成显著影响，推高了长期利率和借贷成本，市场普遍认为短期内美联储降息的可能性已微乎其微。标普预计，战争引发的供给侧冲击将进一步抑制经济增长并加剧通胀。
This is not getting nearly enough attention: The 10Y Note yield is now up nearly +35 basis points since the Iran war began on February 28th. While gas prices are rising, mortgage rates are quickly following. All while rate cuts in 2026 are being priced-out.
@kobeissiletter ↗
美国原油价格飙升至99美元/桶以上，本周上涨近10%，布伦特原油期货收于103.14美元/桶。自伊朗战争爆发以来，原油价格已累计上涨40%，导致原油市场面临历史上最严重的供应中断，现货价格达到140美元/桶，而期货价格仍在100美元/桶左右，显示出显著背离。
US oil prices surge above $99/barrel (up +10% on week), Brent crude futures $103.14/bbl, crude prices surged 40% since Iran war, crude spot $140/barrel vs futures $100/barrel.
中东冲突导致全球原油供应面临有史以来最严重的扰动，油价持续上涨。现货与期货价格的巨大差异引发市场对是否存在干预或错误定价的猜测。美国石油和天然气生产商预计将从高油价中受益，但这种波动性也导致机构交易暂停，零售投资者则试图从中获利。
The worst supply disruption in the history of the oil market is showing no signs of abating anytime soon, offering the global economy little respite from crude prices that have surged 40% since the Iran war began.
@business ↗
一名美国法官驳回了针对美联储主席杰罗姆·鲍威尔发出的传票，理由是“基本没有证据”。然而，美国司法部计划对这一判决提出上诉，参议员蒂利斯认为此举将推迟沃什担任下一任美联储主席的确认。
Judge blocks subpoenas against Fed Chair Jerome Powell, DOJ to appeal, Senator Tillis, delay Warsh Fed chair confirmation.
这一裁决暂时维护了美联储的独立性，避免了对其主席的刑事调查。但司法部的上诉意味着此事尚未了结，并且可能对未来美联储主席的任命产生政治影响。
🇺🇸 JUDGE BLOCKS SUBPOENAS AGAINST FED CHAIR JEROME POWELL, JUDGE CITING "ESSENTIALLY ZERO EVIDENCE" - NBC
@stockmktnewz ↗
加拿大经济在2月份净损失83,900个工作岗位，使失业率升至6.7%，远低于经济学家预期的10,000个就业增长。加拿大青年失业率也达到了14.1%。
Canada lost 83,900 jobs (Feb), unemployment rate 6.7%, Canadian youth unemployment 14.1%.
加拿大2月份的就业数据远逊于预期，显示其劳动力市场正在急剧恶化，尤其青年失业率飙升至高位。这可能对加拿大的经济前景和消费者信心造成负面影响。
Canada's economy lost net 83,900 jobs in February, driving Canada's unemployment rate up to 6.7%. Economists were expecting a 10k gain, per Bloomberg
@unusual_whales ↗
据报道，美联储将放松对美国大型银行的资本要求，旨在刺激贷款并抵消巴塞尔协议III的影响。
Fed to loosen capital requirements, big US banks, boost lending, offset Basel III.
此举表明美联储正寻求通过放松监管来支持银行体系，鼓励信贷扩张，以应对当前的经济挑战。这可能对银行业利润和整体经济流动性产生积极影响，但也引发对金融稳定性的担忧。
FED TO LOOSEN CAPITAL REQUIREMENTS FOR BIG US BANKS TO BOOST LENDING AND OFFSET BASEL III IMPACT
@scottmelker ↗
微软成为首个验证NVIDIA Vera Rubin NVL72系统的云服务提供商，标志着与英伟达合作构建下一代AI基础设施的重大进展。
Microsoft, NVIDIA Vera Rubin NVL72, first cloud for validation.
这一里程碑事件凸显了微软在云计算领域对AI硬件的前瞻性布局，以及英伟达在高性能AI芯片市场的领先地位。双方的紧密合作有望加速新一代AI模型的训练与部署，推动AI技术发展。
We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation, another big step in building the next generation of AI infrastructure with NVIDIA.
@satyanadella ↗
ServiceNow首席执行官警告称，由于AI的影响，新大学毕业生的失业率可能“轻易”达到30%至39%的范围。
ServiceNow CEO, AI, college grad unemployment mid-30% range.
这一警告来自科技行业领导者，突显了人工智能对未来劳动力市场可能造成的颠覆性影响，尤其对技能不适应新趋势的大学毕业生构成严峻挑战。社会各界需要认真考虑如何应对这一潜在的社会危机。
JUST IN: ServiceNow CEO says unemployment for new college grads could "easily" reach the mid-30% range due to AI.
@polymarket ↗
DeepMind的AlphaEvolve在极值组合数学领域为五个经典的拉姆齐数建立了新的下界，表明AI在解决复杂数学问题方面取得了重大进展。
DeepMind, AlphaEvolve, new lower bounds for five classical Ramsey numbers.
这一研究突破显示了人工智能在纯理论科学领域解决长期未决难题的潜力，预示着AI不仅能优化工程任务，也能在基础科学发现中发挥关键作用。这可能加速物理学和数学等领域的研究进程。
Welcome to March 13, 2026 The Singularity is cracking open the hardest problems in mathematics and physics. DeepMind used AlphaEvolve to establish new lower bounds for five classical Ramsey numbers, an extremal combinatorics
@alexwg ↗
AgentCard已推出，允许AI代理在Polymarket上进行交易，并执行支付API费用、订购DoorDash、亚马逊和Uber等多种现实世界任务。
AgentCard, AI agent trading on Polymarket, buy anything.
AgentCard的推出代表着AI代理在实现自主性和现实世界交互方面迈出了重要一步。这不仅拓展了AI在预测市场中的应用，也预示着AI代理在电子商务和日常服务中将扮演更积极的角色，但同时也带来了潜在的伦理和风险挑战。
Your AI agent can now trade on Polymarket using AgentCard. May the best agent win 🤖
@polymarket ↗
自伊朗战争爆发以来，标普500指数的市值已蒸发2万亿美元。
S&P 500 erased -$2 trillion in market cap, Iran war began.
伊朗战争对美国股市造成了巨大冲击，导致主要股指录得巨额市值损失。这一数据凸显了地缘政治冲突对全球金融市场的直接和负面影响，投资者信心受到严重打击。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began.
@kobeissiletter ↗
美国中央司令部（CENTCOM）在“史诗狂怒行动”中派出B-2隐形轰炸机对伊朗政权执行任务，并称美军正对伊朗政权施加“毁灭性”打击，将持续至军事目标达成。特朗普总统誓言对伊朗使用“无与伦比的火力”，并表示军事行动将“凭感觉”结束。美国已将对伊朗的打击升级到前所未有的水平，并向中东部署了约2,500名海军陆战队员和一艘军舰。
US B-2 stealth bombers, Operation Epic Fury, "DEVASTATING power", "unparalleled firepower", Trump, Iran war, US escalated strikes, 2,500 marines, 1 warship to Middle East.
美国针对伊朗的军事行动强度持续升级，出动了具有战略威慑力的B-2轰炸机，并增派了地面部队和海军力量，显示出决心在冲突中取得决定性胜利。特朗普总统的强硬表态和军事部署，预示着该地区紧张局势可能进一步加剧，但其对结束冲突的表态也带有个人色彩。
B-2 stealth bombers takeoff to conduct a mission during Operation Epic Fury, delivering long-range fire to not only eliminate the threat from the Iranian regime today, but also eliminate their ability to rebuild in the future. https://t.co/ebyUYN0Loo
@centcom ↗
超过90架以色列空军战斗机使用约200枚弹药，袭击了德黑兰的伊朗恐怖政权基础设施，包括伊朗革命卫队（IRGC）和巴斯基部队的地区及关键总部。
IAF strikes in Tehran, 90+ fighter jets, ~200 munitions, IRGC and Basij Forces HQs.
以色列对伊朗首都德黑兰的空袭规模巨大，目标直指伊朗核心军事力量的指挥部，表明冲突已升级至直接针对伊朗本土军事设施的层面。此次袭击对伊朗政权的军事能力和地区影响力构成严重挑战，可能引发伊朗的强烈反击。
🛩️🎯IAF STRIKES IN TEHRAN: 90+ Israeli Air Force fighter jets used ~200 munitions targeting Iranian terror regime infrastructure including: • A regional headquarters of the IRGC and the Basij Forces • Key headquarters of the Basij Forces • Headquarters of the Iranian
@idf ↗
伊朗新任最高领袖莫杰塔巴·哈梅内伊誓言将在海湾地区继续进行报复，而真主党领袖也表示已为长期对抗做好准备。伊朗革命卫队（IRGC）宣称已使用导弹和真主党无人机袭击了以色列海法、凯撒利亚和霍隆军事工业综合体，并打击了伊拉克埃尔比勒和阿联酋Al Dhafra的部队集结地，尽管随后有报告称阿联酋附近发生的是一次拦截行动。
Iran's new Supreme Leader Mojtaba Khamenei, vowed retaliation, Hezbollah Leader prepared for long confrontation, IRGC targeted Haifa, Caesarea, Holon, Erbil, Al Dhafra.
伊朗及其盟友的强硬立场预示着中东冲突的进一步复杂化和长期化。伊朗革命卫队宣称的袭击，无论真实程度如何，都旨在展示其区域打击能力和报复决心。阿联酋事件的性质模糊，但突显了该地区高度紧张的军事态势。
Hezbollah Leader: We have prepared ourselves for a long confrontation, and they will be surprised in the field.
@financialjuice ↗
美国国务院表示，霍尔木兹海峡“开放通行”，唯一障碍是伊朗击沉船只的威胁。然而，在美伊战争爆发两周后，霍尔木兹海峡已关闭。欧洲国家，包括法国，已与德黑兰展开谈判，寻求确保其船只通过该海峡的安全通行。
Strait of Hormuz closed, US Secretary of War, threat of Iran sinking ships, European countries talks with Tehran for safe passage, Iran war (2 weeks).
霍尔木兹海峡的关闭对全球能源供应和贸易构成重大威胁，尽管美国试图淡化其影响，但欧洲国家的紧急外交努力表明其对航运安全的担忧。这可能导致油价进一步上涨，并迫使国际社会寻求新的航运解决方案和外交斡旋。
Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere under rubble. In a new show with @shashj, @Iron_Man_Actual and Justin Mc we explore
@jordanschneider ↗
美国国务院宣布，对提供伊朗最高领袖莫杰塔巴·哈梅内伊以及其他九名高级官员（包括IRGC领导层）信息的人，提供最高达1000万美元的奖励。
US State Department, reward up to $10 million, Iran’s Supreme Leader Mojtaba Khamenei, senior officials, IRGC leadership.
美国此举旨在通过经济奖励，瓦解伊朗政权内部结构，并削弱其高层领导的行动能力。这是一种非军事的施压策略，旨在加剧伊朗内部的不稳定，但也可能被伊朗视为严重的挑衅。
BREAKING: The U.S. State Department announced that it is offering a reward of up to $10 million to anyone who provides information on Iran’s Supreme Leader Mojtaba Khamenei and nine other senior officials in the Iranian regime
@unusual_whales ↗
自2月28日伊朗战争爆发以来，十年期国债收益率已上涨近35个基点。
10Y Note yield +35 basis points, Iran war (Feb 28), 2026 rate cuts priced-out
收益率的上升导致汽油价格和抵押贷款利率攀升，市场已将2026年的降息预期完全排除。分析师指出，这表明市场对战争对通胀和经济增长的长期影响表示担忧。
This is not getting nearly enough attention: The 10Y Note yield is now up nearly +35 basis points since the Iran war began on February 28th. While gas prices are rising, mortgage rates are quickly following. All while rate cuts in 2026 are being priced-out. https://t.co/5mfrJTCosT
@kobeissiletter ↗
美国油价已飙升至每桶99美元以上，本周涨幅近10%；布伦特原油期货结算价为每桶103.14美元，创三年多来最高水平，自伊朗战争爆发以来原油价格累计上涨40%。
US oil prices >$99/barrel (+10% on week), Brent crude $103.14/bbl (3+ year high, +40% since Iran war), NYMEX WTI crude $98.71/barrel (+3.11%)
伊朗战争对全球石油市场造成历史上最严重的供应中断，导致价格剧烈波动且无缓解迹象，推动油价持续走高。标普预计美国石油和天然气生产商将受益于高油价，但战争升级也可能对美国经济和信贷状况产生长期影响。
BREAKING: US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market. https://t.co/kqIYM5HH6S
@kobeissiletter ↗
一名联邦法官驳回了司法部对美联储主席杰罗姆·鲍威尔发出的传票，理由是“几乎没有证据”证明他有罪，司法部计划对此裁决提出上诉。
Judge blocks subpoenas, Fed Chair Jerome Powell, DOJ to appeal, 'essentially zero evidence'
法官认为传票的主要目的是骚扰鲍威尔，保护了美联储主席免受政治干预。然而，司法部的上诉表明这场法律和政治斗争将继续，这可能推迟凯文·沃什（Kevin Warsh）担任下任美联储主席的确认程序。
BOASBERG: “.. the subpoenas’ dominant (if not sole) purpose is to harass and pressure Powell .. “.. the Government has offered no evidence whatsoever that Powell committed any crime other than displeasing the President ..” https://t.co/3e71QOib61 https://t.co/X3riZGOYAB
@carlquintanilla ↗
美联储计划放松对美国大型银行的资本要求，以刺激放贷并抵消巴塞尔III协议的影响。
Fed to loosen capital requirements, big US banks, boost lending, offset Basel III impact
此举旨在应对巴塞尔III协议可能带来的紧缩效应，确保银行有能力继续支持经济贷款。市场普遍认为这将对银行业和整体经济流动性产生积极影响。
FED TO LOOSEN CAPITAL REQUIREMENTS FOR BIG US BANKS TO BOOST LENDING AND OFFSET BASEL III IMPACT
@scottmelker ↗
加拿大经济在2月份净减83,900个工作岗位，导致失业率升至6.7%，远超经济学家预期的1万个工作岗位增长，加元跌至10日低点。
Canada net 83,900 jobs lost (February), unemployment rate 6.7%, expected 10k gain, Canadian dollar 10-day low
这一数据表明加拿大就业市场出现显著且意外的疲软，并引发了对未来加息预期的降温。经济学家们对此次就业数据感到担忧，认为其预示着经济增长的停滞。
Canada's economy lost net 83,900 jobs in February, driving Canada's unemployment rate up to 6.7%. Economists were expecting a 10k gain, per Bloomberg
@unusual_whales ↗
微软宣布成为首个成功验证NVIDIA Vera Rubin NVL72系统的云提供商，这是与英伟达合作构建下一代AI基础设施的重要一步。
NVIDIA Vera Rubin NVL72, Microsoft, first cloud to bring up for validation
这一成就巩固了微软在AI基础设施领域的领先地位，并预示着未来AI计算能力的显著提升。与英伟达的紧密合作将加速AI技术在云环境中的部署和应用。
We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation, another big step in building the next generation of AI infrastructure with NVIDIA. https://t.co/apPyKh0HRK
@satyanadella ↗
NVIDIA的Nemotron 3 Super模型现已通过Perplexity、Agent API和Computer平台提供，供用户和开发者使用。
NVIDIA Nemotron 3 Super, available in Perplexity, Agent API, Computer
此举极大地扩展了NVIDIA AI模型的可用性和集成度，使得更多用户能够利用其先进的AI能力。Perplexity的Computer功能也已面向所有iOS用户推出，支持跨设备同步，进一步提升了AI工具的移动体验。
NVIDIA’s Nemotron 3 Super is now available in Perplexity, Agent API, and Computer. https://t.co/36qMJaIDrJ
@perplexity_ai ↗
Chrome 146已发布，用户只需一个开关即可通过MCP暴露当前的实时浏览会话，使CLI代理能够在其内部执行操作。
Chrome 146, CLI agent, MCP, expose live browsing session
这一功能显著增强了AI代理与网页环境的交互能力，为自动化任务和智能辅助提供了新的可能性。开发者可以利用此更新创建更强大的浏览器自动化工具。
It took another two months but Chrome 146 is out since yesterday! And *that* means: with a single toggle, you can expose your current live browsing session via MCP and have your CLI agent do things in it. Aaand I have been waiting to deal with my LI connects until this moment. https://t.co/3ZZRqeODJc
@xpasky ↗
一项新发表的学术论文详细指出，GPT-4 AI在实验中使咨询师完成任务量增加12.2%，速度提升25.1%，质量提高40%；同时，OpenAI和Anthropic的营收正经历激增。
GPT-4 AI productivity gains (+12.2% tasks, +25.1% quicker, +40% higher quality), Anthropic/OpenAI revenue surge
这项研究提供了AI在专业领域带来显著生产力提升的实证数据，证明了其变革潜力。两大领先AI公司的营收激增，进一步印证了AI市场的强劲增长和商业化成功。
In pre-registered experiments at BCG, the elite consulting firm, consultants using the GPT-4 AI finished 12.2% more tasks, completed tasks 25.1% more quickly & produced 40% higher quality results. Big gains. 1/ https://t.co/MqXtAdn3bh
@emollick ↗
Mixedbread AI推出了Wholembed v3，这是一款新的最先进（SOTA）全模态检索模型，支持100多种语言。
Mixedbread Wholembed v3, SOTA retrieval model, all modalities, 100+ languages
该模型在文本、音频、图像、PDF、视频等多种数据格式上提供同类最佳的检索性能，在与Gemini Embedding 2等竞品竞争中表现出色。它的发布预示着信息检索和多模态AI应用将迎来重大进展。
Introducing Mixedbread Wholembed v3, our new SOTA retrieval model across all modalities and 100+ languages. Wholembed v3 brings best-in-class search to text, audio, images, PDFs, videos... You can now get the best retrieval performance on your data, no matter its format. https://t.co/PYT3Ryerxm
@mixedbreadai ↗
自伊朗战争爆发以来，标准普尔500指数已抹去2万亿美元的市场市值。
S&P 500 -$2 trillion in market cap, Iran war
这一数据凸显了中东冲突对全球股市造成的巨大负面影响。投资者普遍担忧战争的经济后果，导致风险资产遭到抛售，市场情绪紧张。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began. https://t.co/bGSvmdBwIA
@kobeissiletter ↗
“七巨头”科技股距离收盘修正仅不到30分钟，投资者因对AI行业健康状况和伊朗战争紧张局势的担忧而逃离风险资产。
Magnificent Seven, correction, AI trade, Iran war
这一市场动向反映出投资者对高估值科技股的审慎态度，以及中东冲突对全球供应链和经济增长的潜在影响。纳斯达克指数在交易的最后时刻领跌，油价徘徊在100美元左右，进一步加剧了市场的不安情绪。
The Magnificent Seven group of megacap technology stocks are less than 30 minutes from closing in a correction as investors flee risk assets amid concerns about the health of the AI trade and tension stemming from the war with Iran. https://t.co/pPr7VSqdCJ
@business ↗
派拉蒙斯凯丹（Paramount Skydance）正在与NFL重新谈判其广播协议，这可能导致CBS需额外支付10亿美元或更多。
NFL, Paramount Skydance, renegotiating broadcast agreement, CBS pays extra $1 billion+
这项谈判可能对CBS带来巨大的财务影响，并为其他电视网与NFL未来的媒体交易设定先例。市场正密切关注其结果，因其可能重塑体育内容广播市场的格局。
NFL discussing media deal with Paramount that could mean CBS pays an extra $1 billion or more https://t.co/H0jsU2FNG6
@cnbc ↗
在美国司法部与Live Nation达成和解后，超过30个州计划重新启动对该公司的反垄断诉讼。
30+ states, antitrust trial, Live Nation, US Justice Department settlement
尽管Live Nation已与联邦政府达成和解，但州层面的持续诉讼表明其仍面临严重的法律挑战。公司首席执行官Michael Rapino通过秘密协议避免了出庭作证，但州政府的行动预示着其垄S断地位仍将受到长期审查。
Michael Rapino was slated to spend March 5 taking the stand in the high-profile trial over the potential breakup of his $40 billion company. Instead, the Live Nation chief was in Washington, signing a secret agreement to resolve the case. https://t.co/ptTGP4GpxS
@business ↗
美国军方启动“史诗之怒”行动，B-2隐形轰炸机执行任务，对伊朗政权进行远程打击，旨在消除当前威胁并摧毁其未来重建能力。白宫强调美军将持续施加“毁灭性力量”直至达成军事目标，而伊朗最高领袖莫杰塔巴·哈梅内伊则誓言将继续在中东地区进行报复。
Operation Epic Fury, B-2 stealth bombers, US strikes on Iran (unprecedented levels), White House 'devastating power', Mojtaba Khamenei vowed retaliation
此军事行动标志着冲突的重大升级，双方都威胁将进一步扩大战火。美方决心通过军事手段实现其战略目标，而伊朗领导人的强硬立场预示着地区紧张局势将持续加剧。
B-2 stealth bombers takeoff to conduct a mission during Operation Epic Fury, delivering long-range fire to not only eliminate the threat from the Iranian regime today, but also eliminate their ability to rebuild in the future. https://t.co/ebyUYN0OLo
@centcom ↗
美国国务院宣布悬赏最高1000万美元，以获取伊朗最高领袖莫杰塔巴·哈梅内伊（Mojtaba Khamenei）及其他九名高级官员和伊斯兰革命卫队（IRGC）领导层的情报。
US State Department, $10 million reward, Mojtaba Khamenei, IRGC leadership, 9 senior officials
这一举动表明美国正采取直接行动，旨在削弱或推翻伊朗政权的核心领导层。此举也被视为进一步施压伊朗，加剧地区冲突的信号，同时导致当天油价创下新高。
BREAKING: The U.S. State Department announced that it is offering a reward of up to $10 million to anyone who provides information on Iran’s Supreme Leader Mojtaba Khamenei and nine other senior officials in the Iranian regime
@unusual_whales ↗
美国战争部长表示，霍尔木兹海峡实质上因伊朗威胁击沉船只而处于关闭状态；欧洲国家（包括法国）已与德黑兰展开谈判，寻求确保船只安全通过海峡的协议。卡塔尔声明其战略水资源储备可供四个月使用，粮食储备可供18个月使用。
Strait of Hormuz closed, Iran sinking ships threat, European talks with Tehran for safe passage, Qatar water reserves (4 months), food reserves (18 months)
霍尔木兹海峡的通航危机对全球能源供应构成严重威胁，促使欧洲国家寻求外交解决方案。卡塔尔的储备声明显示其在地区紧张局势下面临资源保障的挑战，并可能影响其战略规划。
JUST IN: US Secretary of War reassures that the only thing prohibiting transit in the Stait of Hormuz is the threat of Iran sinking ships — it is "open for transit" otherwise.
@polymarket ↗
特朗普总统表示，对伊朗的军事行动将“当我内心感到时”才会结束；乌克兰总统泽连斯基会见了伊朗流亡王储礼萨·巴列维，讨论伊朗政权更迭事宜。美国法执法机构在美以联合军事行动后，国内高度戒备。
Trump Iran war ends 'when I feel it in my bones', Zelenskyy meets Reza Pahlavi (Iran regime change), US law enforcement heightened alert (US-Israeli military campaign)
特朗普的言论显示其对军事行动的个人化控制，而泽连斯基与伊朗流亡王子的会晤则暗示了国际社会对伊朗政权的更迭意图。同时，美国国内因中东冲突而面临潜在安全风险，导致执法部门加强戒备。
JUST IN: Zelenskyy meets with the exiled Crown Prince of Iran, Reza Pahlavi, to discuss regime change in Iran.
@polymarket ↗
美国正向中东地区部署约2500名海军陆战队员和一艘军舰。同时，伊朗革命卫队声称使用导弹和真主党无人机袭击了以色列海法、凯撒利亚和霍隆的军事工业综合体，以及伊拉克埃尔比勒和阿联酋艾尔达夫拉的部队集结区。
US deploying 2,500 marines and 1 warship (Middle East), IRGC claimed targeted Haifa, Caesarea, Holon (Israel), Erbil (Iraq), Al Dhafra (UAE) with missiles/Hezbollah drones
美方增兵旨在加强其在中东地区的军事存在，以应对不断升级的冲突。伊朗革命卫队宣称的袭击表明冲突范围已扩大到多个邻国，预示着地区紧张局势进一步加剧，并可能引发连锁反应。
Revolutionary Guard: We targeted sites in Haifa, Caesarea, and the Holon military-industrial complex with our missiles and with the support of Hezbollah drones.
@financialjuice ↗
Polygon在2月份销毁了2820万个POL代币，其中Polymarket贡献了62%的总Gas费用。Pendle协议处理了580亿美元的固定收益，年费收入达到4500万美元，其收入在30天内飙升790%，协议收入的80%现在用于sPENDLE持有者的回购，排放量削减了30%。
Polygon burned 28.2m POL (Feb), Polymarket 62% gas fees, Pendle processed $58b fixed yield, $45m annual fees, revenue +790% (30 days), 80% to sPENDLE buybacks, emissions cut 30%
这些数据表明两大协议的代币经济模型正在有效运作，通过销毁和回购来提升代币价值。Polymarket对Polygon Gas费用的高贡献度揭示了收入来源的集中风险。Pendle的爆发式增长则显示出其在DeFi领域的强大吸引力和执行力。
Polygon burned 28.2m POL in february. looks like tokenomics are working. except Polymarket alone contributed 62% of total gas fees. one prediction market migrating to its own chain crashes the entire burn flywheel. 493m monthly transactions but revenue concentration is a time
@aixbt_agent ↗
自2月28日伊朗战争爆发以来，十年期国债收益率上升约35个基点，导致汽油和抵押贷款利率上涨，2026年降息预期被市场排除。美国油价飙升至每桶99美元以上，本周涨幅近10%；布伦特原油连续第二日收于100美元以上，创三年多新高，油市正经历史上最严重供应中断，原油价格自伊朗战争开始已上涨40%。交易员目前完全消化了2027年中期下一次25个基点降息的预期，非洲政策制定者警告伊朗石油冲击将影响关键行业并暂停货币宽松政策。
10Y Note yield +35 bps, gas/mortgage rates rising, 2026 rate cuts priced-out, US oil prices >$99/barrel (+10%), Brent crude >$100/bbl (3+ years high), oil supply disruption, crude prices surged 40%, next quarter-point rate reduction mid-2027, African policymakers, Iran oil shock, halt monetary easing
伊朗战争对全球宏观经济产生了显著影响，包括美国国债收益率飙升、能源价格上涨以及抵押贷款成本提高，导致市场对美联储降息的预期大幅推迟至2027年中期。非洲国家政策制定者也担忧，此次油价冲击将对非洲经济产生负面影响并可能迫使货币政策收紧。
This is not getting nearly enough attention: The 10Y Note yield is now up nearly +35 basis points since the Iran war began on February 28th. While gas prices are rising, mortgage rates are quickly following. All while rate cuts in 2026 are being priced-out. https://t.co/5mfrJTCosT
@kobeissiletter ↗
加拿大经济在2月份净减少了83,900个就业岗位，失业率升至6.7%，远低于经济学家预期的10,000个岗位增长，导致加元跌至10日低点并冷却了加息预期。美国第四季度经济增长速度较最初估计显著放缓，原因是消费者支出和商业投资被下调。美国银行存款增加至18.816万亿美元，同时平均IRS退税额增长了10.6%。
Canada lost 83,900 jobs (February), unemployment rate 6.7%, expected 10k gain, US economic growth slowed Q4, downward revisions, US bank deposits $18.816 trln, average IRS tax refund up 10.6%
加拿大就业市场表现远低于预期，导致加元走软并降低了市场对加息的预期。美国第四季度GDP增长的下修表明经济势头弱于此前估计。同时，美国银行存款和平均退税额的增长则呈现出积极的金融流动迹象。
Canada's economy lost net 83,900 jobs in February, driving Canada's unemployment rate up to 6.7%. Economists were expecting a 10k gain, per Bloomberg
@unusual_whales ↗
美联储将放宽对大型美国银行的资本要求，以促进贷款并抵消巴塞尔协议III的影响。摩根大通一年来首次看涨美元。投资级债券跌破三年支撑位，垃圾债券远低于200日移动平均线，预示债券市场面临压力。对冲基金在本周油市最动荡时期之一，对布伦特原油的看涨情绪达到六年来的最高点。
Fed loosen capital requirements, big US banks, boost lending, offset Basel III impact, JPMorgan bullish on dollar, investment-grade bonds broke 3-year support, junk bonds below 200-day MA, hedge funds most bullish on Brent in 6 years
美联储的政策调整旨在通过放松资本要求来刺激银行放贷并缓解新规影响。摩根大通的立场转变显示出对美元的信心增强。然而，债券市场出现早期压力迹象，而对冲基金对布伦特原油的看涨则反映出对能源价格进一步上涨的预期。
FED TO LOOSEN CAPITAL REQUIREMENTS FOR BIG US BANKS TO BOOST LENDING AND OFFSET BASEL III IMPACT
@scottmelker ↗
NYMEX四月期货结算价：汽油每加仑3.0414美元，天然气每MMBtu 3.1310美元，柴油每加仑4.0147美元，西德克萨斯中质原油每桶98.71美元，上涨2.98美元，涨幅3.11%。加拿大能源部长表示将支持国际能源署（IEA）释放2360万桶加拿大原油。TotalEnergies因中东战事关闭在卡塔尔和伊拉克的生产运营。
NYMEX April futures settle: Gasoline $3.0414/gallon, Natural Gas $3.1310/MMBtu, Diesel $4.0147/gallon, WTI crude $98.71/barrel (up $2.98, 3.11%), Canada supports IEA release with 23.6 mln barrels, TotalEnergies shutting production in Qatar/Iraq
主要能源期货价格今日大幅上涨，反映出市场对全球能源供应的持续担忧。加拿大承诺向IEA释放原油以帮助稳定市场，但TotalEnergies在中东的生产中断则加剧了供应紧张局面，显示出地区冲突对全球能源市场供需的直接影响。
NYMEX Gasoline April futures settle at $3.0414 a gallon. NYMEX Natural Gas April futures settle at $3.1310/MMBtu. NYMEX Diesel April futures settle at $4.0147 a gallon. NYMEX WTI crude April futures settle at $98.71 a barrel $2.98, 3.11%.
@financialjuice ↗
英伟达的Nemotron 3 Super模型现已在Perplexity、Agent API和Computer上可用。微软首席执行官萨蒂亚·纳德拉宣布，微软是第一个部署英伟达Vera Rubin NVL72系统进行验证的云提供商。英伟达联合创始人克里斯·马拉乔夫斯基等专家讨论了AI经济需要能源、芯片、基础设施、模型、应用程序和人才来构建。
NVIDIA Nemotron 3 Super, Perplexity, Agent API, Computer, Microsoft, first cloud, NVIDIA Vera Rubin NVL72 system, validation, AI economy
英伟达通过推出新的AI模型扩大了其技术生态系统，进一步赋能AI应用开发。微软作为首个部署英伟达最新高性能AI系统的云提供商，凸显了其在AI基础设施竞赛中的领先地位。行业专家也强调了AI经济的全面性和复杂性，不仅涉及软件，还包括能源、芯片和人才等多个层面。
Microsoft $MSFT CEO Satya Nadella just said: “We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation” https://t.co/WYnyoTNpr6
@stockmktnewz ↗
一篇关于生成式AI和代理式AI可能导致社会集体知识退化及影响信息生态系统的新学术论文已发表，该研究还显示GPT-4在咨询工作中可提高任务完成率12.2%、速度25.1%、质量40%。AI与生物团队Origin发布了10,000个完全由AI设计的增强子序列供研究社区使用。Mixedbread AI推出了Wholembed v3，这是一种新的跨模态（文本、音频、图像、PDF、视频）和100多种语言的SOTA检索模型。
Generative AI, agentic AI, deterioration of collective knowledge, GPT-4, BCG (12.2% more tasks, 25.1% faster, 40% higher quality), Origin AI x Bio, 10,000 AI-designed enhancer sequences, Mixedbread Wholembed v3, SOTA retrieval model, all modalities, 100+ languages
最新研究探讨了AI对社会知识生态系统的潜在负面影响，同时也量化了AI在提高工作效率方面的显著优势。在AI应用方面，生物科技领域利用AI设计了大量基因序列，而新型多模态AI检索模型的发布则在数据处理和信息获取方面实现了SOTA级别的进步。
Two and a half years after we released our paper (which both coined the phrase “jagged frontier” and provided some of the first experimental evidence of real productivity gains from AI), it has now been published. The academic process takes awhile! Read: https://t.co/0GO5StqVbM https://t.co/yLPNGCCo3z
@emollick ↗
美国商务部取消了关于AI芯片出口的计划规则。欧洲已采取第一步行动，禁止AI生成的儿童性虐待图像。
US Commerce Department, cancels planned rule, AI chip exports, Europe, banning AI-generated child sexual abuse images
美国商务部取消了原计划的AI芯片出口规定，可能预示着在关键技术出口管制策略上的调整。同时，欧洲在AI伦理和安全领域迈出重要一步，开始立法禁止AI生成儿童性虐待图像，以应对技术滥用带来的社会风险。
🔴 US Commerce Department cancels planned rule on AI chip exports - Government Website
@financialjuice ↗
埃隆·马斯克表示，由于联合创始人持续流失，xAI“必须重建”。优步联合创始人特拉维斯·卡兰尼克启动了一项新公司，专注于为食品、采矿和运输行业开发“有偿机器人”。Meta的Eli Uriegas分享了PyTorch大规模测试经验，涉及11,000次提交和7.94亿分钟的使用。中国的比亚迪与Evgo签署了电动汽车快速充电站协议。
Elon Musk, xAI "rebuilt", co-founder exodus, Travis Kalanick, new venture, "gainfully employed robots," PyTorch testing at scale, 11,000 commits, 794 million minutes, BYD, Evgo, EV fast-charging stations
埃隆·马斯克的AI公司xAI正经历高层人才流失，面临“重建”挑战。同时，科技界资深人物特拉维斯·卡兰尼克重新创业，进军机器人领域，旨在为多个传统行业带来自动化解决方案。此外，Meta公布了PyTorch在大规模环境下的广泛应用数据，比亚迪则与Evgo合作推动电动汽车充电基础设施建设。
Elon Musk says xAI must be 'rebuilt' as co-founder exodus continues, SpaceX IPO awaits https://t.co/9vXhvEPG8
@cnbc ↗
自伊朗战争爆发以来，标普500指数市值已蒸发2万亿美元，并经历自2025年3月以来最长的周线连跌，股票连续第三周收低。受AI交易担忧及伊朗战争影响，七大科技巨头股票接近回调。
S&P 500 -$2 trillion market cap, longest weekly losing streak since March 2025, third straight week of losses, Magnificent Seven close to correction
伊朗战争和对AI交易的担忧共同导致美国股市大幅下挫，标普500指数录得长期连跌并蒸发数万亿美元市值。尤其在宏观不确定性增加的背景下，此前表现强劲的七大科技巨头也面临着回调压力，反映出投资者风险规避情绪的上升。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began. https://t.co/bGSvmdBwIA
@kobeissiletter ↗
德国国家铁路公司Deutsche Bahn净亏损扩大至26亿美元。尽管美国司法部已达成和解，但超过30个州计划继续对Live Nation发起反垄断诉讼，该公司首席执行官迈克尔·拉皮诺已签署秘密协议解决联邦案件。派拉蒙Skydance正在与NFL重新谈判转播协议，可能为其他网络设定先例。AT&T首席执行官与特朗普总统会面，讨论了2500亿美元的美国投资。中国房地产商花样年集团公布了47亿美元的债务重组计划。
Deutsche Bahn net loss $2.6 billion, 30+ states, antitrust trial, Live Nation, Michael Rapino, secret agreement, Paramount Skydance, NFL broadcast agreement, AT&T CEO Stankey, Trump, $250 bln US investment, Fantasia, $4.7 billion debt overhaul plan
德国铁路公司财务困境加剧。Live Nation虽与司法部达成和解，但仍面临多州的反垄断诉讼，表明其在市场垄断问题上面临长期法律挑战。媒体和电信巨头正在进行重要商业谈判，如派拉蒙与NFL的转播协议，以及AT&T与政府的投资对话。同时，中国房地产行业继续面临挑战，花样年集团宣布巨额债务重组计划。
More than 30 states plan to resume an antitrust trial against Live Nation, taking the lead in the case after the US Justice Department reached a settlement with the company over claims that it illegally monopolized the live events industry. https://t.co/39N7QfytU0
@business ↗
美军B-2隐形轰炸机在“史诗狂怒行动”中执行任务打击伊朗政权，五角大楼将向中东增派约5000名海军陆战队员和水兵；同时，美国陆军自战争爆发以来已向中东部署了近1万架人工智能无人机。美国-伊朗战争两周后，美中央司令部已打击6000个目标，霍尔木兹海峡关闭，400公斤高浓缩铀下落不明。美国军方报告称，伊拉克发生坠机事故造成6人死亡，伊拉克石油出口受阻。伊朗伊斯兰革命卫队据报袭击了伊拉克埃尔比勒和阿联酋艾尔达夫拉的部队集结地，伊朗新任最高领袖莫日塔巴·哈梅内伊誓言继续在海湾地区报复，伊朗议长加利巴夫表示战争将继续。
B-2 stealth bombers, Operation Epic Fury, 5,000 more Marines and sailors, US-made launcher, missiles from Bahrain, 10,000 AI-powered drones, Iran war (two weeks), CENTCOM struck 6,000 targets, Hormuz closed, 400 kg highly enriched uranium, six killed in Iraq plane crash, IRGC targeted Erbil/Al Dhafra
美国在中东对伊朗政权采取了显著的军事行动，包括空中打击和大规模部队及AI无人机部署，表明战事正在升级。伊朗也进行了反击，袭击了地区内的部队集结地，并誓言继续报复。霍尔木兹海峡关闭和伊拉克石油出口受阻等，均显示冲突对地区稳定和经济产生严重影响。核材料下落不明则增加了地区不确定性。
B-2 stealth bombers takeoff to conduct a mission during Operation Epic Fury, delivering long-range fire to not only eliminate the threat from the Iranian regime today, but also eliminate their ability to rebuild in the future. https://t.co/ebyUYN0Loo
@centcom ↗
美国国务院悬赏高达1000万美元，征集伊朗最高领袖莫日塔巴·哈梅内伊及其他九名高级官员的信息。特朗普总统拒绝了普京关于将伊朗铀转移到俄罗斯的提议。同时，特朗普政府授权委内瑞拉向美国公司出售化肥及其他石化产品，在伊朗战争导致全球关键农作物养分供应紧张之际放松了对委内瑞拉的制裁。
US State Department, reward up to $10 million, Iran’s Supreme Leader Mojtaba Khamenei, Trump rejected Putin offer, Venezuela sell fertilizers/petrochemicals, loosening sanctions
美国通过悬赏伊朗高层来加剧对伊朗政权的压力。在外交层面，特朗普拒绝了俄罗斯关于伊朗核材料的提议。同时，面对伊朗战争引发的全球供应紧张，美国放松了对委内瑞拉的制裁，允许其向美国出售石化产品，这显示了美国在能源和关键物资供应上的实用主义策略。
BREAKING: The U.S. State Department announced that it is offering a reward of up to $10 million to anyone who provides information on Iran’s Supreme Leader Mojtaba Khamenei and nine other senior officials in the Iranian regime
@unusual_whales ↗
乌克兰总统泽连斯基会见了流亡的伊朗王储礼萨·巴列维，讨论伊朗政权更迭。德国总理默茨表示美国和以色列似乎没有“共同计划”来迅速结束伊朗战争。德国、加拿大和挪威批评美国暂时放松对俄罗斯制裁以缓解能源价格压力的决定。泽连斯基还表示乌克兰可以协助美国对抗波斯湾的伊朗攻击无人机。美国财政部长斯科特·贝森特将于周日和周一在巴黎会见中国副总理何立峰进行新一轮贸易谈判，为特朗普总统3月31日开始的北京国事访问铺路。
Zelenskyy, Reza Pahlavi, regime change, German Chancellor Merz, US/Israel "no common plan," US loosening sanctions against Russia, Bessent, He Lifeng, Paris trade talks, Trump state visit Beijing March 31
乌克兰总统泽连斯基与流亡的伊朗王储会面，表明国际社会对伊朗政权更迭的关注。德国总理默茨及其盟友批评美国在伊朗战争和俄罗斯制裁问题上的策略，凸显西方内部的分歧。乌克兰利用其在无人机战中的经验向美国提供援助。同时，中美两国高层正为总统访问进行贸易谈判，显示出在紧张局势下的外交努力。
Ukrainian Pres. @ZelenskyyUA says his country can help the US counter Iranian attack drones in the Gulf. On Sunday’s GPS, I’ll ask him what Kyiv can offer and what Ukraine has learned from Russia’s reported ~60,000 attacks using Iranian-designed drones in the last 4 years Tune
@fareedzakaria ↗
一位联邦法官驳回了司法部向美联储主席杰罗姆·鲍威尔发出的传票，认为其主要目的是骚扰，且没有犯罪证据，但司法部计划上诉；参议员蒂利斯警告称，上诉将推迟凯文·沃什担任下任美联储主席的确认。特朗普总统签署了旨在提高住房负担能力、消除不必要监管负担的行政命令，以降低住房成本并扩大贷款可及性。特朗普政府正在考虑缓解美国汽油价格上涨的措施，包括暂停1920年《琼斯法案》。自2月28日伊朗战争爆发以来，中期选举中民主党同时掌控美国众议院和参议院的几率飙升至创纪录的49%。
Judge Boasberg, subpoenas to Jerome Powell, no evidence of crime, DOJ appeal, delay Warsh confirmation, Trump executive orders, home affordability, suspend 1920 Jones Act, Democrat "sweep" odds 49% (up 10 pts since Feb 28)
联邦法官驳回对鲍威尔的传票，并指出司法部行为或为骚扰，此举可能影响未来美联储主席的任命。特朗普政府通过签署行政命令，旨在解决住房负担能力和汽油价格上涨问题，包括考虑暂停关键海事法律。伊朗战争也显著改变了美国中期选举的政治格局，民主党全面获胜的几率显著上升。
BOASBERG: “.. the subpoenas’ dominant (if not sole) purpose is to harass and pressure Powell .. “.. the Government has offered no evidence whatsoever that Powell committed any crime other than displeasing the President ..” https://t.co/3e71OJoN61 https://t.co/X3riZGOYAB
@carlquintanilla ↗
AgentCard已推出，使AI代理能够在Solana区块链上购买商品和服务，包括推理、API、DoorDash、亚马逊、Uber、营销和Polymarket交易。贝莱德数字资产负责人罗比·米奇尼克表示，90%的比特币ETF投资者是长期买入并持有者。一个以唐纳德·特朗普名字命名的模因币在24小时内飙升了60%，此前其推广者宣传将在海湖庄园举办一场有总统出席的独家晚会，尽管白宫尚未确认。Polygon在2月份销毁了2820万个POL代币，其中Polymarket贡献了Polygon总Gas费的62%。
AgentCard, AI agents, Solana, Polymarket trading, BlackRock, 90% of $BTC ETF investors, long-term buy-and-hold, Trump memecoin surged 60% in 24 hours, Polygon burned 28.2m POL (February), Polymarket contributed 62% of Polygon's total gas fees
Solana生态系统推出AgentCard，显著扩展了AI代理的链上购买和交易能力，提升了AI与Web3的融合。比特币ETF数据显示投资者主要倾向于长期持有，表明机构资金流入的稳定性。同时，政治人物关联的模因币因未证实事件而剧烈波动，凸显了该市场的投机性。Polygon的销毁机制在运作，但对单一应用的Gas费依赖性揭示了网络生态集中度风险。
Agents can just buy things on Solana [QT @agentcardai: Introducing AgentCard. Your agent can now buy anything: • pay for inference & APIs • order DoorDash, Amazon, Ubers • run marketing • trade Polymarket 24/7 Open to all, not just businesses 🔥 Instant. Private. Reusable. Live today. https://t.co/zSgDHoO2Ph]
@solana ↗
美国有创纪录的1.043亿人处于“劳动力市场边缘”（既未就业也未积极寻找工作），这一数字超过了2020年疫情期间的峰值。
104.3 million Americans, "outside" of labor force, record, 2020 pandemic peak
这一数据表明美国有大量人口未参与劳动市场，可能包括退休人员、学生、全职家长和受挫工人，凸显了劳动力参与率的结构性问题。
BREAKING: A record 104.3 million Americans are now "outside" of the labor force. These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers. This exceeds the 2020 pandemic peak by https://t.co/umxFKqpRdy
@kobeissiletter ↗
自2月28日伊朗战争爆发以来，10年期国债收益率已上涨近35个基点，导致汽油价格和抵押贷款利率迅速攀升，市场已将2026年的降息预期完全排除，并预计首次降息将推迟至2027年中期。
10Y Note yield up +35 bps, Iran war, rising mortgage rates (6.41%), 2026/2027 rate cuts priced out
伊朗战争对美国金融市场造成显著影响，推高了关键利率，并促使交易员和经济学家推迟对美联储降息时间的预期，反映出市场对通胀和经济增长前景的担忧。
This is not getting nearly enough attention: The 10Y Note yield is now up nearly +35 basis points since the Iran war began on February 28th. While gas prices are rising, mortgage rates are quickly following. All while rate cuts in 2026 are being priced-out. https://t.co/5mfrJTCosT
@kobeissiletter ↗
美联储将放松对美国大型银行的资本要求，旨在促进银行放贷并抵消巴塞尔协议III的影响。
FED, loosen capital requirements, US banks, Basel III
这一政策调整旨在支持银行业放贷能力，可能会刺激经济增长，但也可能引发对金融稳定性和监管力度的讨论。
FED TO LOOSEN CAPITAL REQUIREMENTS FOR BIG US BANKS TO BOOST LENDING AND OFFSET BASEL III IMPACT
@scottmelker ↗
加拿大经济在2月份净损失83,900个工作岗位，导致失业率升至6.7%，远超经济学家预期的10,000个岗位增长，加元因此触及10日低点，市场对加息的押注随之降温。
Canada's economy lost 83,900 jobs (February), unemployment rate 6.7%, CAD 10-day low, rate hike bets cooled
加拿大劳动力市场的意外大幅萎缩表明经济增长面临压力，可能促使加拿大央行重新评估其货币政策路径，并可能影响加元的表现。
BREAKING: Canada's economy lost net 83,900 jobs in February, driving Canada's unemployment rate up to 6.7%. Economists were expecting a 10k gain, per Bloomberg
@unusual_whales ↗
由于中东冲突持续，布伦特原油期货连续第二个交易日收于每桶100美元以上，收盘价为103.14美元/桶，上涨2.68美元（2.67%），创下三年多来的最高水平。在此次原油市场动荡最严重的时期，对冲基金对布伦特原油的看涨情绪也达到了六年来的最高点。
Brent crude futures, $103.14/bbl, highest in 3+ years, hedge funds most bullish in 6 years
原油价格飙升反映了市场对中东冲突可能导致供应中断的担忧，对全球通胀和经济增长构成进一步风险。对冲基金的看涨也表明市场普遍预计油价将持续上涨。
Brent crude settled above $100 a barrel for the second straight session, ending the day at the highest level in more than three years as the conflict in the Middle East drags on. https://t.co/xAC1p5TK66
@business ↗
美国商务部已取消了一项关于AI芯片出口的计划规定。
US Commerce Department, cancels planned rule, AI chip exports
这一政策逆转可能对AI芯片制造商和相关行业产生深远影响，或将缓解此前因出口限制带来的不确定性和业务压力。
🔴 US Commerce Department cancels planned rule on AI chip exports - Government Website
@financialjuice ↗
一名美国官员透露，自伊朗战争爆发以来，美国陆军已向中东地区部署了近10,000架AI动力无人机。
US Army, 10,000 AI-powered drones, Middle East, Iran war
大规模部署AI动力无人机标志着人工智能在现代军事冲突中的应用达到新高度，可能改变未来战争的面貌，并凸显了美军在战争中对高科技装备的依赖。
US Official: The Army has deployed nearly 10,000 AI-powered drones to the Middle East since the war with Iran started - ABC News
@financialjuice ↗
微软首席执行官萨蒂亚·纳德拉宣布，微软是“首个引入NVIDIA Vera Rubin NVL72系统进行验证的云服务商”。
Microsoft ($MSFT), Satya Nadella, NVIDIA Vera Rubin NVL72 system, first cloud for validation
此举表明微软在高级AI基础设施建设方面处于领先地位，预示着其在AI领域与英伟达的深度合作，并可能加速高性能计算能力的普及。
Microsoft $MSFT CEO Satya Nadella just said: “We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation” https://t.co/WYnyoTNpr6
@stockmktnewz ↗
一项学术论文显示，在波士顿咨询集团（BCG）进行的预注册实验中，使用GPT-4 AI的咨询师完成了12.2%的任务，任务完成速度快了25.1%，产出质量提高了40%。
GPT-4 AI, BCG experiments, 12.2% more tasks, 25.1% faster, 40% higher quality
这项研究提供了人工智能在专业服务领域显著提升生产力和效率的实证，预示着AI在知识工作者日常任务中的广泛应用潜力。
In pre-registered experiments at BCG, the elite consulting firm, consultants using the GPT-4 AI finished 12.2% more tasks, completed tasks 25.1% more quickly & produced 40% higher quality results. Big gains. 1/ https://t.co/MqXtAdn3bh
@emollick ↗
英伟达（NVIDIA）的Nemotron 3 Super AI模型现已在Perplexity、Agent API和Computer上可用。
NVIDIA Nemotron 3 Super, available, Perplexity, Agent API, Computer
这一新AI模型的发布将进一步增强NVIDIA在AI生态系统中的领导地位，并为开发者和用户提供更强大的工具，促进AI应用的发展。
💚 [QT @perplexity_ai: NVIDIA’s Nemotron 3 Super is now available in Perplexity, Agent API, and Computer. https://t.co/36qMJaIDrJ]
@nvidia ↗
自伊朗战争爆发以来，标普500指数已蒸发2万亿美元市值，并录得自2025年3月以来最长的周连跌，连续第三周收低。受伊朗战争紧张局势和对AI交易健康状况的担忧影响，大型科技股“七巨头”也接近回调区域。
S&P 500, -$2 trillion market cap, longest weekly losing streak since March 2025, third straight week of losses, Magnificent Seven nearing correction
市场对伊朗战争及其对经济影响的担忧日益加剧，导致投资者逃离风险资产，特别是科技股，表明地缘政治紧张正在直接传导至股市表现。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began. https://t.co/bGSvmdBwIA
@kobeissiletter ↗
美国五角大楼正在向中东部署约5000名海军陆战队和水兵，并另派遣约2500名海军陆战队和一艘军舰。有视频显示美国制造的发射器从巴林向伊朗发射导弹。白宫声明美国军方正对伊朗政权施加“毁灭性力量”，并将持续到军事目标达成。特朗普总统则表示，他将在下周“非常强硬地”打击伊朗。
Pentagon, 5,000 more Marines/sailors, 2,500 marines/1 warship, Middle East, US military "devastating power", Trump hit Iran "very hard", US-made launcher, missiles, Bahrain, Iran
这些军事部署和强硬言论表明美国在中东的军事介入正在显著升级，预示着与伊朗的冲突可能进一步加剧，并可能对地区稳定产生深远影响。
JUST IN: Pentagon deploying roughly 5,000 more Marines and sailors to Middle East, U.S. officials have said per NBC
@unusual_whales ↗
据Axios报道，特朗普总统拒绝了俄罗斯总统普京提出的一项协议，该协议建议将伊朗的浓缩铀转移到俄罗斯，以期结束目前的战争。
Trump rejected Putin offer, Iran's enriched uranium, Russia, end war
此举表明在解决伊朗核问题和结束地区冲突方面，美俄之间存在重大分歧，使得通过外交途径解决危机的道路更加复杂。
BREAKING: President Trump has rejected an offer from Russia's President Putin to move Iran's enriched uranium to Russia in a deal to end the war, per Axios. Details include: 1. In a phone call with Trump, Putin proposed moving Iran's enriched uranium to Russia as part of a deal
@kobeissiletter ↗
美国国务院宣布，将悬赏高达1000万美元，以获取有关伊朗最高领袖莫吉塔巴·哈梅内伊及其他九名伊朗政权高级官员的信息。
US State Department, $10 million reward, Iran’s Supreme Leader Mojtaba Khamenei
这一高额悬赏是对伊朗政权施加巨大压力的直接策略，旨在削弱其领导层，并可能加剧美国与伊朗之间的紧张关系。
BREAKING: The U.S. State Department announced that it is offering a reward of up to $10 million to anyone who provides information on Iran’s Supreme Leader Mojtaba Khamenei and nine other senior officials in the Iranian regime
@unusual_whales ↗
乌克兰总统泽连斯基会见了伊朗流亡王储礼萨·巴列维，讨论伊朗政权更迭问题。此外，泽连斯基表示，乌克兰可以帮助美国在中东地区反制伊朗的攻击性无人机，并基于其对抗俄罗斯过去四年使用约6万架伊朗设计无人机的经验提供专业知识。
Zelenskyy, Reza Pahlavi, regime change in Iran, Ukraine help US counter Iranian drones
泽连斯基与伊朗流亡王储的会晤表明乌克兰在全球地缘政治中寻求更广泛的影响力，并可能预示着美国与乌克兰在反伊朗军事行动上的潜在合作，这将使中东冲突进一步复杂化。
JUST IN: Zelenskyy meets with the exiled Crown Prince of Iran, Reza Pahlavi, to discuss regime change in Iran.
@polymarket ↗
美国财政部长斯科特·贝塞特将于周日和周一在巴黎会见中国副总理何立峰，进行新一轮贸易谈判，为特朗普总统3月31日对北京的国事访问铺路。与此同时，特朗普政府授权委内瑞拉向美国公司出售化肥和其他石化产品，放松制裁以应对伊朗战争导致全球关键农作物养分供应紧张，但此举遭到德国、加拿大和挪威等国批评，因为此前美国放松对俄罗斯的制裁也曾引发争议。
US Treasury Secretary Scott Bessent, Chinese Vice Premier He Lifeng, Paris, trade talks, Trump's Beijing visit March 31, Trump administration, Venezuela, sell fertilizers/petrochemicals to US, loosened sanctions, Iran war, German Chancellor Friedrich Merz, Canada, Norway, criticized US, loosened sanctions against Russia, energy prices
美中之间高级别贸易对话的恢复，可能有助于缓解两国关系。然而，特朗普政府为应对伊朗战争对供应链的影响而放松对委内瑞拉的制裁，却引发了盟友的批评，凸显了在复杂地缘政治背景下，能源安全与制裁政策之间权衡的复杂性。
U.S. Treasury Secretary Scott Bessent will meet with Chinese Vice Premier He Lifeng on Sunday and Monday in Paris for a new round of trade talks, paving the way for President Donald Trump's state visit to Beijing starting March 31.
@newshour ↗
Polygon在2月份销毁了2820万个POL代币，其中Polymarket贡献了62%的总Gas费用。然而，市场担忧Polymarket迁移到自己的链上可能会“彻底摧毁整个销毁飞轮”，尽管Polygon每月有4.93亿笔交易。
Polygon burned 28.2m POL (February), Polymarket 62% gas fees, migration risk
Polygon的代币销毁机制虽然运行良好，但高度依赖少数应用（如Polymarket）的Gas贡献，这使得其代币经济模型面临重大集中化风险，Polymarket的潜在迁移可能对其生态系统稳定性造成冲击。
Polygon burned 28.2m POL in february. looks like tokenomics are working. except Polymarket alone contributed 62% of total gas fees. one prediction market migrating to its own chain crashes the entire burn flywheel. 493m monthly transactions but revenue concentration is a time
@aixbt_agent ↗
Pendle协议已处理580亿美元的固定收益，产生4500万美元的年费，其中80%的协议收入用于sPENDLE质押者的回购。尽管协议收入在30天内增长了790%，但有报道称Arthur Hayes以99万美元的亏损出售，且团队在1月份向中心化交易所抛售了1060万美元的代币。
Pendle, $58b fixed yield, $45m annual fees, 80% revenue buybacks, Arthur Hayes $990k loss, team dumped $10.6m
Pendle协议展现出强劲的财务表现和用户吸引力，但核心团队和知名投资者的大额出售可能引发市场对其长期可持续性的担忧，特别是在代币经济模型积极发展的背景下。
Pendle processed $58b in fixed yield. $45m annual fees. 80% of protocol revenue now funds buybacks for sPENDLE stakers. emissions cut 30%. revenue up 790% in 30 days. Arthur Hayes sold at $990k loss. team dumped $10.6m to CEXs in January. insiders exiting but the flywheel is just
@aixbt_agent ↗
美国有创纪录的1.043亿人处于“劳动力之外”，超过了2020年疫情高峰期的水平，这些人既未就业也未积极寻找工作。
104.3 million Americans, "outside" of the labor force, exceeds 2020 pandemic peak
这一数据表明，大量美国人口未参与劳动力市场，可能反映出除失业率之外的长期结构性问题或人口结构变化。
BREAKING: A record 104.3 million Americans are now "outside" of the labor force. These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers. This exceeds the 2020 pandemic peak by https://t.co/umxFKqpRdy
@kobeissiletter ↗
一名联邦法官驳回了美国司法部针对美联储主席杰罗姆·鲍威尔发出的传票，称其主要目的是“骚扰和施压”，且政府未提供除“让总统不悦”之外的任何犯罪证据。地区检察官珍妮·皮罗表示将提出上诉，这可能推迟凯文·沃什担任鲍威尔继任者的确认。
federal judge, blocked subpoenas, Justice Department, Federal Reserve Chair Jerome Powell, harass and pressure, no crime, Pirro appeal, delay Warsh confirmation
此裁决维护了美联储的独立性，使其免受潜在的政治干预和司法部越权行为的影响。司法部的上诉可能会进一步加剧美联储领导层的政治争议。
BOASBERG: “.. the subpoenas’ dominant (if not sole) purpose is to harass and pressure Powell .. “.. the Government has offered no evidence whatsoever that Powell committed any crime other than displeasing the President ..” https://t.co/3e71QOib61 https://t.co/X3riZGOYAB
@carlquintanilla ↗
美国第四季度经济增长放缓幅度超出最初预期，原因是消费者支出和商业投资被向下修正。
US economic growth, slowed more sharply, Q4, downward revisions, consumer spending, business investment
这表明实际经济表现弱于此前估计，可能对未来的货币政策和市场前景产生影响。疲软的消费和商业投资是经济放缓的主要驱动因素。
US economic growth slowed more sharply than initially thought in the fourth quarter amid downward revisions to consumer spending and business investment. Read: https://t.co/JKpkymGdYi https://t.co/GaUSRMgQ
@reutersbiz ↗
非洲政策制定者警告称，伊朗石油冲击将对关键经济部门造成打击，并迫使货币政策停止宽松。
Africa policymakers, Iran oil shock, hit key sectors, halt monetary easing
这凸显了伊朗冲突对全球经济的广泛影响，特别是对非洲经济体及其央行政策的直接冲击，预示着能源价格上涨可能导致全球紧缩周期。
Africa policymakers warn Iran oil shock will hit key sectors, halt monetary easing https://t.co/YR5vMP2iBz https://t.co/YR5vMP2iBz
@reutersworld ↗
交易员已完全消化2027年中期将进行下一次25个基点的降息，华尔街经济学家也普遍推迟了对下一次降息时间的预测。
next quarter-point rate reduction, mid-2027, Wall Street economists
这表明市场和经济学家普遍预期高利率将维持更长时间，从而影响借贷成本和投资决策。这种预期的转变可能反映了通胀粘性或经济韧性。
Traders are now fully pricing in the next quarter-point rate reduction in mid-2027, and a growing chorus of Wall Street economists have also pushed their calls for the next cut further out the calendar. Nisha Patel discusses https://t.co/G5sT4GDfw0 https://t.co/myKKAPTrSZ
@bloombergtv ↗
NVIDIA的Nemotron 3 Super模型现已在Perplexity、Agent API和Computer平台上推出。
NVIDIA Nemotron 3 Super, available, Perplexity, Agent API, Computer
NVIDIA一款重要的AI模型现在通过多个平台更广泛地提供，这表明AI部署和对开发者及用户的可用性方面取得了进展。它的发布将进一步推动AI应用生态系统。
NVIDIA’s Nemotron 3 Super is now available in Perplexity, Agent API, and Computer. https://t.co/36qMJaIDJ
@perplexity_ai ↗
一篇关于AI与工作之间关系、提出“锯齿状前沿”概念的学术论文现已发表，该论文通过实验证明GPT-4能使咨询师完成任务量增加12.2%，速度提升25.1%，质量提高40%。
published academic paper, "jagged frontier", GPT-4, 12.2% more tasks, 25.1% faster, 40% higher quality results
这项经过同行评审的研究提供了AI在专业环境中显著提升生产力的证据，验证了早期发现，并可能影响企业AI的采纳策略。它肯定了AI对工作效率的变革性潜力。
Two and a half years after we released our paper (which both coined the phrase “jagged frontier” and provided some of the first experimental evidence of real productivity gains from AI), it has now been published. The academic process takes awhile! Read: https://t.co/0GO5StqVbM https://t.co/yLPNGCCo3z
@emollick ↗
微软CEO萨蒂亚·纳德拉表示，微软是首家将NVIDIA Vera Rubin NVL72系统用于验证的云服务提供商。
Microsoft CEO Satya Nadella, first cloud, NVIDIA Vera Rubin NVL72 system, validation
这突显了微软在先进NVIDIA AI基础设施方面的领导地位和早期采纳，表明其致力于在云端提供高性能AI能力，对AI芯片和云服务市场竞争格局有重要影响。
Microsoft $MSFT CEO Satya Nadella just said: “We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation” https://t.co/WYnyoTNpr6
@stockmktnewz ↗
美国商务部取消了一项原计划针对AI芯片出口的规则。
US Commerce Department, cancels planned rule, AI chip exports
这一决定可能影响全球AI芯片的供应链和竞争格局，有可能放松限制，或者预示着美国科技出口政策的重新评估。
🔴 US Commerce Department cancels planned rule on AI chip exports - Government Website
@financialjuice ↗
研究界已发布1万个完全由AI设计的增强子序列，这些序列由“Axis”设计，具有针对三种常用细胞系的靶向活性。
10,000 fully AI-designed enhancer sequences, research community, Axis, targeted activity, three cell-lines
这代表了AI在生物研究应用上的重大进展，通过探索广阔的设计空间，有望加速药物发现和合成生物学的发展。它彰显了AI在生命科学领域的巨大潜力。
Today, we're excited to release 10,000 fully AI-designed enhancer sequences for the research community. Axis was prompted to design sequences with targeted activity in one of three widely used cell-lines. AI allows us to explore a vast design space, going beyond the natural https://t.co/MUUBpvuCTr
@YashRathod_75 ↗
自伊朗战争爆发以来，标普500指数已正式蒸发2万亿美元市值。
S&P 500, -$2 trillion market cap, Iran war
伊朗战争对美国股市造成了显著的负面影响，显示出地缘政治冲突对全球金融市场的巨大冲击。投资者情绪因不确定性而持续承压。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began. https://t.co/bGSvmdBwIA
@kobeissiletter ↗
由于对AI交易健康状况的担忧以及伊朗战争带来的紧张局势，投资者纷纷逃离风险资产，“七巨头”科技股即将进入回调。
Magnificent Seven, megacap technology stocks, nearing a correction, AI trade, Iran war tension
这表明领先科技股出现显著下跌，其原因既有对AI行业前景的特定担忧，也有地缘政治不稳定（伊朗战争）造成的广泛市场影响。市场信心受到双重打击。
The Magnificent Seven group of megacap technology stocks are less than 30 minutes from closing in a correction as investors flee risk assets amid concerns about the health of the AI trade and tension stemming from the war with Iran. https://t.co/pPr7VSqdCJ
@business ↗
美国股市收低，连续第三周出现亏损，主要原因在于伊朗冲突的持续。
Stocks, end lower, third straight week of losses, Iran conflict
这再次证实了伊朗战争对全球股市的负面影响，表明投资者担忧情绪持续存在。市场对冲突长期化的预期正在形成。
Stocks end lower, book third straight week of losses as Iran conflict continues https://t.co/ASoMxNcHOo
@marketwatch ↗
据《华尔街日报》报道，特朗普政府将因促成TikTok的出售获得100亿美元的佣金。
Trump Administration, $10 billion fee, brokering sale of TikTok, WSJ
这笔巨额收入体现了美国政府对外国科技公司政策所带来的巨大经济影响。此举也可能引发对政府在商业交易中扮演角色的讨论。
BREAKING: The Trump Administration will receive a $10 billion fee for brokering the sale of TikTok, per WSJ.
@kobeissiletter ↗
据Axios报道，美国总统特朗普拒绝了俄罗斯总统普京提出的一项协议，即为结束战争将伊朗的浓缩铀转移到俄罗斯。
Trump rejected Putin's offer, Iran's enriched uranium to Russia, end the war, Axios
这表明特朗普政府对伊朗战争的立场持续强硬，也可能意味着国际社会在解决伊朗核问题和地区冲突方面存在分歧。此举加剧了地区紧张局势的复杂性。
BREAKING: President Trump has rejected an offer from Russia's President Putin to move Iran's enriched uranium to Russia in a deal to end the war, per Axios. Details include: 1. In a phone call with Trump, Putin proposed moving Iran's enriched uranium to Russia as part of a deal
@kobeissiletter ↗
据美国官员向NBC透露，五角大楼正在向中东地区增派约5000名海军陆战队员和水兵。
Pentagon, deploying roughly 5,000 more Marines and sailors, Middle East
这表明美国在中东的军事存在正在显著升级或得到加强，以应对持续的紧张局势或冲突。增兵行动预示着地区军事态势可能进一步紧张。
JUST IN: Pentagon deploying roughly 5,000 more Marines and sailors to Middle East, U.S. officials have said per NBC
@unusual_whales ↗
一段视频显示，一个美国制造的发射器从巴林向伊朗发射了导弹。
US-made launcher, fired missiles, Bahrain, toward Iran
这证实了美国从其地区盟友基地直接对伊朗采取军事行动，表明冲突进一步升级，并可能将更多地区国家卷入其中。此举无疑会加剧地区紧张局势。
US-made launcher fired missiles from bahrain toward Iran, video shows -NYT
@financialjuice ↗
据ABC新闻报道，自伊朗战争爆发以来，美国陆军已向中东部署了近1万架AI动力无人机。
US Army, deployed nearly 10,000 AI-powered drones, Middle East, Iran war
这凸显了先进AI技术在军事行动中的大规模集成，以及中东冲突中技术部署的规模，预示着未来战争形态的转变。大规模无人机部署将改变战场格局。
US Official: The Army has deployed nearly 10,000 AI-powered drones to the Middle East since the war with Iran started - ABC News
@financialjuice ↗
亲伊朗民兵网络“伊拉克伊斯兰抵抗组织”宣布悬赏9.8万美元，以获取导致捕获或“现场消灭”美国高级军事和情报人员的信息。
Islamic Resistance in Iraq, pro-Iran militia, $98k reward, capture/neutralization, senior US military/intelligence personnel
这代表了代理组织对美国人员的直接威胁和冲突升级，表明伊朗冲突在该地区带来了具体的、本土化的危险。此举进一步加剧了该地区的安全挑战。
Pro-Iran militia network the Islamic Resistance in Iraq has announced a reward of about $98k for information leading to the capture or “field neutralization” of senior US military and intelligence personnel - Rudaw News
@financialjuice ↗
贝莱德数字资产主管罗比·米奇尼克表示，90%的比特币ETF投资者是长期买入并持有的投资者。
BlackRock, Robbie Mitchnick, 90% of $BTC ETF investors, long-term buy-and-hold
这表明机构投资者对比特币ETF的采纳主要由长期投资策略驱动，而非投机性交易，这预示着比特币市场正走向成熟。此数据为加密货币的机构接受度提供了积极信号。
WATCH: BLACKROCK HEAD OF DIGITAL ASSETS ROBBIE MITCHNICK SAYS 90% OF $BTC ETF INVESTORS ARE LONG-TERM BUY-AND-HOLD https://t.co/LD7VBEvYwf
@scottmelker ↗
AgentCard现已上线，它允许AI智能体在Solana上购买商品，并与DoorDash、亚马逊和Polymarket等服务进行交互。
AgentCard, AI agents, buy anything, DoorDash, Amazon, Polymarket, Solana, Live today
这一发展将AI智能体能力与现实世界的商业和加密货币相结合，展示了AI在Web3生态系统中的实际应用。它预示着AI在自动化交易和日常消费中的潜力。
Introducing AgentCard. Your agent can now buy anything: • pay for inference & APIs • order DoorDash, Amazon, Ubers • run marketing • trade Polymarket 24/7 Open to all, not just businesses 🔥 Instant. Private. Reusable. Live today. https://t.co/zSgDHoO2Ph
@agentcardai ↗
Polygon在二月份销毁了2820万POL代币，其中Polymarket贡献了总gas费的62%，引发了对收入集中度的担忧。
Polygon, burned 28.2m POL (February), Polymarket, 62% of total gas fees, revenue concentration
这突显了Polygon成功的代币销毁机制，但也揭示了其对单一应用（Polymarket）在网络费用上的严重依赖，这可能对其未来可持续性构成风险。过于集中的收入来源并非长久之计。
Polygon burned 28.2m POL in february. looks like tokenomics are working. except Polymarket alone contributed 62% of total gas fees. one prediction market migrating to its own chain crashes the entire burn flywheel. 493m monthly transactions but revenue concentration is a time
@aixbt_agent ↗
Pendle协议处理了580亿美元的固定收益，产生4500万美元的年费，其中80%的协议收入用于sPENDLE持有者的回购，代币排放量削减30%，并且在30天内收入增长了790%。
Pendle, $58b fixed yield, $45m annual fees, 80% protocol revenue for sPENDLE buybacks, emissions cut 30%, revenue up 790% in 30 days
这些数据表明Pendle协议取得了显著增长和成功的代币经济模型，尽管有内部人士抛售，但强大的协议表现和收入增长预示着其在DeFi领域的强劲势头。其模型效率和吸引力得到市场验证。
Pendle processed $58b in fixed yield. $45m annual fees. 80% of protocol revenue now funds buybacks for sPENDLE stakers. emissions cut 30%. revenue up 790% in 30 days. Arthur Hayes sold at $990k loss. team dumped $10.6m to CEXs in January. insiders exiting but the flywheel is just
@aixbt_agent ↗
截至目前，有创纪录的1.043亿美国人被认定为“非劳动力”，即既未就业也未积极寻找工作，这一数字超过了2020年疫情期间的峰值。
104.3 million Americans, "outside" of the labor force, exceeds 2020 pandemic peak
这一创纪录的数字表明美国劳动力市场存在结构性问题，包括退休人员、学生、全职家长和沮丧的工人，引发对劳动力参与率的担忧。
BREAKING: A record 104.3 million Americans are now "outside" of the labor force. These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers. This exceeds the 2020 pandemic peak by
@kobeissiletter ↗
一名联邦法官阻止了司法部就美联储主席杰罗姆·鲍威尔涉嫌央行翻修管理问题进行的刑事调查传票。美国地区检察官珍妮·皮罗表示将提出上诉，可能推迟凯文·沃什继任鲍威尔的确认。
federal judge blocking subpoenas, Justice Department, Federal Reserve Chair Jerome Powell, criminal investigation, central bank's renovation
这一法律冲突对司法部调查美联储管理构成重大挑战，并给美联储主席的继任计划带来了不确定性。皮罗检察官的上诉意图表明此案将持续发酵。
A federal judge on Friday issued a scathing ruling blocking subpoenas of the Federal Reserve as part of a criminal investigation of Chair Jerome Powell. U.S. Attorney for the District of Columbia Jeanine Pirro immediately said she would appeal the ruling.
@cnbc ↗
投资级债券已跌破三年支撑位，同时垃圾债券收益率突破其累积拥塞区，且远低于200日移动平均线。
Investment-grade bonds broke down from a 3-year support, junk bond yields broken above their accumulated congestion zone, well below their 200-day moving average
这些技术性指标表明债券市场面临重大压力，分析师将其与2008年金融危机前的情况相提并论，预示着经济可能面临“非常糟糕”的时期。
Junk bond yields have broken above their accumulated congestion zone. This not good. This very bad. 2008 vibes.
@great_martis ↗
前白宫高级顾问阿莫斯·霍赫斯坦表示，目前全球液化天然气市场有20%中断，石油市场有15%中断，同时中东地区的产品供应也受到干扰。
20% of LNG off the market, 15% of the oil market off, products coming out of the Middle East that are disrupted
这一评估量化了中东冲突对全球能源市场造成的巨大供应中断，表明对液化天然气和石油供应的影响比以往危机更为严重。
"We're not in the Russia situation here. We have 20% of LNG off the market. We have, let's say, 15% of the oil market off. And we have all the products coming out of the Middle East that are disrupted," says Former White House Senior Adviser Amos Hochstein
@bloombergtv ↗
特朗普政府已采取措施，为加州海岸的石油生产扫清障碍，并讨论通过交易石油期货市场以抑制原油价格飙升，援引1950年代的权力，旨在缓解伊朗战争造成的全球燃料压力。
Trump administration ... oil production off the California coast, trading in the oil futures market, curb surging crude prices, Iran war, 1950 powers
此举表明美国政府正在采取多管齐下的策略——增加国内供应和市场干预——来稳定全球油价，减轻中东冲突的经济影响。此举也导致一家鲜为人知的能源公司股价上涨。
The Trump administration took action to clear the way for oil production off the California coast in a bid to ease the global fuel pressures created by the war with Iran
@business ↗
埃默利克（Emollick）合著的一篇论文现已发表，该论文通过实验证明，使用GPT-4 AI的咨询师任务完成率提高12.2%，完成速度加快25.1%，结果质量提高40%。
published paper, GPT-4 AI, 12.2% more tasks, 25.1% more quickly, 40% higher quality results
这标志着证实AI生产力显著提升的基础性研究正式发表，凸显了其在专业环境中的变革潜力。这项研究为AI在工作中的实际应用提供了强有力的证据。
In pre-registered experiments at BCG, the elite consulting firm, consultants using the GPT-4 AI finished 12.2% more tasks, completed tasks 25.1% more quickly & produced 40% higher quality results. Big gains.
@emollick ↗
美国商务部已取消了一项关于AI芯片出口的计划规则。
US Commerce Department cancels planned rule on AI chip exports
这一政策逆转可能预示着美国在先进AI技术出口管制方面的策略发生转变，旨在避免进一步升级科技竞争或重新评估战略目标。这可能对全球AI供应链和市场产生影响。
🔴 US Commerce Department cancels planned rule on AI chip exports - Government Website
@financialjuice ↗
Mixedbread AI发布了名为“Wholembed v3”的全新SOTA（State-of-the-Art）检索模型，该模型支持文本、音频、图像、PDF和视频等所有模态以及100多种语言，并与Gemini Embedding 2具有竞争力。
Mixedbread Wholembed v3, new SOTA retrieval model across all modalities and 100+ languages, competitive with Gemini Embedding 2
这标志着AI在多模态检索能力方面的重大突破，为跨多种数据格式和语言提供更优的搜索性能，推动了AI模型的通用性界限。它有望在搜索、内容理解等领域带来显著提升。
Introducing Mixedbread Wholembed v3, our new SOTA retrieval model across all modalities and 100+ languages. Wholembed v3 brings best-in-class search to text, audio, images, PDFs, videos... You can now get the best retrieval performance on your data, no matter its format.
@mixedbreadai ↗
一个团队发布了10,000个完全由AI设计的增强序列供研究社区使用，这些序列在三种广泛使用的细胞系中显示出靶向活性。
10,000 fully AI-designed enhancer sequences, research community, targeted activity in one of three widely used cell-lines
这标志着AI在生物技术应用方面的重大突破，实现了基因序列的快速探索，并有望加速药物发现和生物学研究。AI的应用使得探索更广阔的设计空间成为可能。
Today, we're excited to release 10,000 fully AI-designed enhancer sequences for the research community. Axis was prompted to design sequences with targeted activity in one of three widely used cell-lines. AI allows us to explore a vast design space, going beyond the natural
@YashRathod_75 ↗
自伊朗战争爆发以来，标普500指数的市值已正式蒸发2万亿美元，并连续第三周收跌。
S&P 500 erased -$2 trillion in market cap, Iran war, third straight week of losses
市场普遍认为，股市的下跌归因于伊朗冲突及其可能延长带来的不确定性，这在全球范围内引发了投资者的不安情绪，导致显著的市场资本流失。
BREAKING: The S&P 500 has now officially erased -$2 trillion in market cap since the Iran war began.
@kobeissiletter ↗
据《华尔街日报》报道，特朗普政府将因促成TikTok美国业务向美国投资者财团的出售交易而获得100亿美元的佣金。
$10 billion fee, TikTok sale, Trump Administration
这笔巨额费用标志着美国政府从一桩备受瞩目的科技公司收购案中获得了显著的经济收益，反映了在地缘政治压力下，一家外国科技公司在美业务重组所带来的财务影响。
BREAKING: The Trump Administration will receive a $10 billion fee for brokering the sale of TikTok, per WSJ.
@kobeissiletter ↗
今日，包括Lululemon ($LULU)、Snapchat ($SNAP)、Paramount Skydance ($PSKY)、Mobileye ($MBLY) 等在内的多家公司股票盘中触及52周新低。
Lululemon $LULU Snapchat $SNAP Paramount Skydance $PSKY Mobileye $MBLY Stellantis $STLA American Homes $AMH Ares Capital $ARCC Copart $CPRT Costar $CSGP Gen Digital $GEN Icici Bank $IBN Infosys $UNFY Insulet $PODD, new 52 WEEK LOWS
这一现象表明市场正经历广泛的下跌趋势，多个行业的公司股价遭遇显著贬值。这可能反映了宏观经济担忧或行业特定逆风对投资者情绪的普遍影响。
All these stocks hit new 52 WEEK LOWS at some point today Lululemon $LULU Snapchat $SNAP Paramount Skydance $PSKY Mobileye $MBLY Stellantis $STLA American Homes $AMH Ares Capital $ARCC Copart $CPRT Costar $CSGP Gen Digital $GEN Icici Bank $IBN Infosys $UNFY Insulet $PODD Full
@stockmktnewz ↗
特朗普总统在Truth Social上宣布，他已指示美国中央司令部对伊朗哈尔克岛（Kharg Island）进行了一次“中东历史上最强大的轰炸”，摧毁了所有军事目标，但刻意未破坏石油基础设施。哈尔克岛是伊朗90%原油出口的集散地。
Kharg Island, obliterated every MILITARY target, not to destroy oil infrastructure, processes 90% of its crude exports
这次袭击表明美国对伊朗采取了重大军事行动，但同时试图避免直接影响全球石油供应，尽管该岛在石油出口中的关键作用仍是焦点。特朗普警告，若霍尔木兹海峡的航运自由和安全受到干扰，他将立即重新考虑这一决定。
BREAKING: Trump has said: Trump on Truth Social: Moments ago, at my direction, the United States Central Command executed one of the most powerful bombing raids in the History of the Middle East, and totally obliterated every MILITARY target in Iran’s crown jewel, Kharg Island.
@unusual_whales ↗
据美国官员向NBC透露，五角大楼正在向中东地区增派大约5000名海军陆战队员和水兵。
5,000 more Marines and sailors, Middle East
此次增兵被一些人视为大幅增加“地面部队”部署的可能性，并可能进一步加剧该地区的冲突。这表明美国正在强化其在中东的军事存在，以应对不断升级的紧张局势。
JUST IN: Pentagon deploying roughly 5,000 more Marines and sailors to Middle East, U.S. officials have said per NBC
@unusual_whales ↗
据Axios报道，美国总统特朗普拒绝了俄罗斯总统普京提出的一项协议，该协议建议将伊朗的浓缩铀转移至俄罗斯，以结束战争。
Trump rejected Putin offer, Iran's enriched uranium, Russia
这一拒绝表明美俄在解决伊朗核问题和结束战争方面的外交努力遭遇挫折，凸显了围绕伊朗核计划的复杂性和各方分歧，可能对地区局势产生进一步影响。
BREAKING: President Trump has rejected an offer from Russia's President Putin to move Iran's enriched uranium to Russia in a deal to end the war, per Axios. Details include: 1. In a phone call with Trump, Putin proposed moving Iran's enriched uranium to Russia as part of a deal
@kobeissiletter ↗
据《华尔街日报》报道，卡塔尔因伊朗袭击正在疏散多个地区。同时，据目击者和法新社报道，卡塔尔首都多哈传出爆炸声。
Qatar, evacuating several areas, Iranian attacks, Explosions heard in Doha
这表明伊朗冲突已直接影响到邻国卡塔尔，迫使其进行平民疏散，并在首都发生爆炸，进一步加剧了区域紧张局势。卡塔尔同时表示，其战略水储备和粮食储备分别可维持四个月和18个月。
🔴 Qatar: We're evacuating several areas due to Iranian attacks - WSJ
@financialjuice ↗
据《华尔街日报》报道，沙特阿拉伯王子苏丹空军基地（Prince Sultan Air Base）的5架美国空军加油机在地面遭到袭击并受损。
5 US Air Force refuelling planes, struck and damaged, Prince Sultan Air Base in Saudi Arabia
这起事件是美国在中东地区的军事资产直接遭到攻击，进一步凸显了该地区冲突的升级和美国部队所面临的风险。对关键支持性军事资产的打击可能影响区域行动能力。
🔴 5 US Air Force refuelling planes were struck and damaged on the ground at Prince Sultan Air Base in Saudi Arabia - WSJ.
@financialjuice ↗
知名加密货币交易员GarrettBullish因在以太坊主网上的错误操作，在几秒钟内损失了5000万美元，此前还因押注ETH/BTC失利而遭受数亿美元清算。
GarrettBullish, lost $50M, eth mainnet, wrong buttons, liquidated for hundreds of millions
这一重大操作失误凸显了加密货币交易，特别是在高杠杆和复杂交易场景下的固有风险。即使是经验丰富的交易员也可能因简单失误遭受巨额损失，提醒投资者需谨慎操作，并注意链上交易的不可逆性。
Imagine holding BTC for years and making billions, only to rotate most of it into ETH at the top of ETH/BTC, get liquidated for hundreds of millions after doubling down on a losing trade, and then lose another $50M in seconds by clicking the wrong buttons on your phone. Whenever
@mlmabc ↗
根据Paradigm的一项民意调查，超过三分之一的美国选民已经使用过预测市场，无论是进行下注还是获取信息，表明该行业正在迅速走向主流。
Over a third of American voters, used prediction markets, Paradigm's poll, mainstream
预测市场在美国的普及率达到三分之一以上，远超预期，表明其不仅作为投资工具，也作为信息获取渠道受到广泛认可。这种主流化趋势预示着预测市场在政治、文化等领域的影响力将持续扩大，并可能提升公众对事件结果的参与度和关注度。
Over a third of American voters have already used prediction markets. The industry has gone mainstream faster than any other (except for AI). [QT @JBSDC: Good Thursday morning. I’m happy to announce the release of Paradigm’s first poll for this year & our first on prediction markets. I’ll cut to the chase. Over a third of American voters have already used prediction markets, either to put money on them or to browse them for info. https://t.co/lhVPWxhl6k]
@mansourtarek_ ↗
Balcony首席执行官详细阐述了Avalanche区块链在2400亿美元新泽西房地产代币化项目中的作用。
Balcony CEO, Avalanche, $240B New Jersey real estate tokenization
这一大规模的房地产代币化项目展示了区块链技术在传统金融领域，特别是房地产市场中日益增长的应用潜力。通过将新泽西2400亿美元的房地产资产进行代币化，Avalanche网络在提高资产流动性、透明度和可访问性方面发挥关键作用，可能为更多实物资产上链提供范例。
NEWS: Balcony CEO details Avalanche role in $240B New Jersey real estate tokenization | @balconytech | @avax https://t.co/VJGRjGEOiC
@thestreet ↗
美国财政部长Bessent宣布，为增加全球供应，暂时授权各国购买截至3月12日已装船的俄罗斯原油和石油产品，有效期至4月11日。
US license, Russian crude oil, petroleum products, March 12, April 11
这项政策旨在缓解全球能源供应担忧，并可能通过允许销售此前滞留的俄罗斯石油来稳定油价。
US Treasury Secretary Bessent: To increase the global reach of existing supply, Treasury is providing temporary authorization to permit countries to purchase Russian oil currently stranded at sea.
@financialjuice ↗
俄罗斯2月份原油产量下降5.6万桶/日，至918万桶/日，为去年8月以来的最低水平，标志着连续第三个月下降，累计下降20万桶/日。
-56,000 barrels, 9.18M bpd (February), 3rd consecutive monthly decline
俄罗斯石油产量的持续下降可能影响全球供应动态，尤其是在中东地缘政治紧张局势加剧的背景下。
Russian crude oil output is falling: Russian crude oil production dropped -56,000 barrels in February, to 9.18 million barrels per day in February, the lowest since August. This marks the 3rd consecutive monthly decline with a total drop of -200,000 barrels per day. Production https://t.co/fyNTgnEDXL
@kobeissiletter ↗
据《纽约时报》报道，Meta（$META）因性能问题推迟了其新AI模型的发布。
Meta ($META), postpones AI model, performance concerns
这表明即使是大型科技公司在开发和部署先进AI模型时也面临挑战，性能优化仍然是AI竞赛中的一个重要障碍。
🔴 Meta postpones rollout of new AI model due to performance concerns - NYT. $META
@financialjuice ↗
Mojtaba Khamenei官方X账户的头像被揭露是AI生成的。
Mojtaba Khamenei, X account, AI generated profile picture
这一事件突显了AI生成内容在政治和公共形象中日益增长的使用，引发了对真实性和数字身份验证的质疑。
JUST IN: The profile picture used for Mojtaba Khamenei's official X account is revealed to be AI generated. https://t.co/paUn6RJlDa
@polymarket ↗
埃隆·马斯克的X（原Twitter）在被欧盟罚款1.2亿欧元（1.38亿美元）后，同意修改其在欧盟的验证机制。
X, €120 million ($138 million) fine, EU, change verification mechanism
这笔罚款和随后的政策改变突显了监管机构对社交媒体平台内容审核和验证实践日益增长的压力，尤其是在欧洲。
Elon Musk’s X, the social network formerly known as Twitter, has agreed to change its verification mechanism in the European Union following a fine of €120 million ($138 million) https://t.co/J6xdUuNBr2
@business ↗
亚马逊（$AMZN）已将其年度Prime Day大促活动从7月移至6月下旬。
Amazon ($AMZN), Prime Day, June from July
这一重大零售活动的战略性时间调整可能会影响公司的季度销售数据和零售竞争对手的策略，并可能提振第二季度业绩。
Amazon $AMZN has moved its annual Prime Day sale from July to late June [QT @RalliesNews: Amazon $AMZN is shifting its annual Prime Day sale from July to late June https://t.co/6qym2kUioK]
@stockmktnewz ↗
BuzzFeed正在探索战略选择，并已发布“持续经营”警告，理由是其因财务挑战和未来一年缺乏流动性而对其继续经营的能力存在“重大疑问”。
BuzzFeed, "going concern" warning, lacks liquidity
此警告表明这家媒体公司面临严重的财务困境，可能导致大规模重组或最终倒闭。
BuzzFeed says it’s exploring strategic options to help offset financial challenges and that there is “substantial doubt” about the media company’s ability to stay in business https://t.co/oQUXdNKhJy
@business ↗
波兰总统卡罗尔·纳夫罗茨基否决了一项立法，该法案将使波兰能够快速获取欧盟437亿欧元（503亿美元）的“贷款换武器”计划资金。
Polish President Karol Nawrocki, vetoed, €43.7 billion ($50.3 billion), EU loans-for-weapons program
这项否决是对波兰亲欧盟政府旨在现代化国防能力努力的重大打击，并凸显了在欧洲一体化和国防开支方面的国内政治分歧。
Polish President Karol Nawrocki said he won’t sign a legislation designed to give his country a quick access to €43.7 billion ($50.3 billion) from the EU’s loans-for-weapons program in a blow to pro-EU government https://t.co/wPoMVl9TxN
@business ↗
Paradigm最新的一项民意调查显示，超过三分之一的美国选民已经使用过预测市场，无论是用于下注还是浏览信息。
Paradigm poll, over a third of American voters, prediction markets
这表明预测市场在美国选民中得到了显著的普及，预示着其作为信息来源和参与政治及其他事件新形式的影响力日益增强。
Over a third of American voters have already used prediction markets. The industry has gone mainstream faster than any other (except for AI). [QT @JBSDC: Good Thursday morning. I’m happy to announce the release of Paradigm’s first poll for this year & our first on prediction markets. I’ll cut to the chase. Over a third of American voters have already used prediction markets, either to put money on them or to browse them for info. https://t.co/lhVPWx6k]
@mansourtarek_ ↗
比特币目前预计将在本月底收复7.5万美元关口。
Bitcoin, $75,000, end of this month
这一来自预测市场或技术分析的预测表明，比特币在短期内具有看涨情绪。
BREAKING: Bitcoin now projected to reclaim $75,000 by the end of this month. https://t.co/983WgydWrW
@polymarket ↗
稳定币和代币化美国国债正在成为实时抵押品，有望实现全球市场更快结算和全天候交易。
Stablecoins, tokenized Treasuries, real-time collateral, faster settlement, 24/7 trading
这一进展标志着加密空间内金融基础设施的重大进步，提供了可能连接传统金融与数字资产的效率。
Stablecoins and tokenized Treasuries are emerging as real-time collateral, potentially enabling faster settlement and round-the-clock trading across global markets. https://t.co/tN7J8e39xr
@thestreet ↗
埃隆·马斯克的X平台在被欧盟罚款1.2亿欧元（1.38亿美元）后，同意改变其在欧盟的验证机制。
Elon Musk’s X, change its verification mechanism, EU, €120 million ($138 million) fine
此举表明社交媒体平台在面对区域性监管压力时，需要对其运营政策进行调整。这也可能为其他国家或地区在数字平台管理上提供借鉴。
Elon Musk’s X, the social network formerly known as Twitter, has agreed to change its verification mechanism in the European Union following a fine of €120 million ($138 million) https://t.co/J6xdUuNBr2
@business ↗
一项来自@answerdotai的新研究发现，自ChatGPT发布以来，在Python包的创建或整体生产力方面，尚未观察到明显的“AI效应”。
answerdotai research, AI effect, Python package creation, productivity, ChatGPT
这项研究挑战了AI立即大幅提升软件开发生产力的普遍预期，提示AI在某些应用场景下的实际影响可能不如宣传般显著。这对于评估AI投资回报和制定开发策略具有参考价值。
New @answerdotai research by @R_Dimm & @alexisgallagher looking at whether there's been a clear jump in productivity based on python package releases. tldr: No. "Relax. You are not missing a party that literally everyone else was invited to." https://t.co/10yOIesGNe [QT @alexisgallagher: If AI is so great for coding, where are the apps? @R_Dimm and I studied the Python Package index to find an "AI effect". Here's where it is not, where it is, and thoughts on why. WHERE AI IS NOT. There's no clear AI effect on Python _package creation_ since ChatGPT. https://t.co/1odXGi0OE9]
@jeremyphoward ↗
亚马逊 ($AMZN) 已将其年度Prime Day大促活动从7月移至6月底。
Amazon $AMZN, Prime Day sale, July to late June
此次日期调整可能是为了避免与其他零售商的夏季促销活动重叠，或旨在提振第二季度的销售业绩。这一策略变化将影响零售行业的竞争格局。
Amazon $AMZN has moved its annual Prime Day sale from July to late June [QT @RalliesNews: Amazon $AMZN is shifting its annual Prime Day sale from July to late June https://t.co/6qym2kUioK]
@stockmktnewz ↗
Nike ($NKE) 股价已连续十个交易日收盘走低。
Nike $NKE stock, closed lower for the last 10 trading days in a row
耐克股价的持续下跌可能反映了市场对其销售前景、供应链问题或品牌竞争力的担忧。投资者正在评估其基本面和技术走势。
Nike $NKE stock has now closed lower for the last 10 trading days in a row https://t.co/btnlQTFVVq
@stockmktnewz ↗
$TRUMP Meme币团队在代币跌至历史新低时，启动了第二次Gala推广活动。
$TRUMP MEMECOIN, all-time low, second Gala promotion
这一事件反映了Meme币市场的极端波动性和高风险特征，投资者需警惕其巨大的价格风险。在代币表现不佳时仍进行推广，也引发了市场对其背后团队策略的质疑。
$TRUMP MEMECOIN TEAM LAUNCHES SECOND GALA PROMOTION AS TOKEN HITS ALL-TIME LOW
@scottmelker ↗
凯茜·伍德的ARK Invest发布了一份关于比特币和量子计算的白皮书。
ARK Invest, white paper, Bitcoin, quantum computing
这份白皮书可能探讨了量子计算对比特币安全性的潜在威胁，或提出了比特币在量子时代下的应对策略。这有助于推动加密货币领域对未来技术挑战的思考和准备。
Cathie Wood's ARK Invest publishes a white paper on Bitcoin and quantum computing. https://t.co/fldeQsy52T
@thestreet ↗
OpenAI首席执行官Sam Altman提出，未来智能将像电力或水一样成为一种公用事业，并按需计量出售。
Sam Altman, intelligence as a utility, metered service
这一愿景强调了人工智能未来作为基础服务的重要性，预示着获取智能将成为一项基本且按需提供的服务，可能重塑经济和社会结构。
🚨 SAM ALTMAN: “We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.”
@yacinemtb ↗
医疗技术公司Stryker ($SYK) 表示，因与伊朗冲突相关的网络攻击，其订单处理、制造和运输等业务持续中断。
Stryker ($SYK), cyberattack, Iranian conflict, operational disruptions
这一事件突显了地缘政治冲突对企业供应链和运营的直接影响，可能对公司的财务表现造成压力。
Stryker $SYK said a cyberattack related to the Iranian conflict is still disrupting its operations, including order processing, manufacturing and shipping - WSJ
@stockmktnewz ↗
耐克公司（$NKE）的股价已连续10个交易日收盘下跌。
Nike ($NKE), 10 trading days, closed lower
这一连续下跌趋势表明市场对耐克业绩或前景存在担忧，是公司短期表现的重要信号。
Nike $NKE stock has now closed lower for the last 10 trading days in a row
@stockmktnewz ↗
一家业绩领先的新兴市场基金正在增加对中国主要人工智能超大规模企业的持仓，认为它们比大举扩张的美国科技巨头更具价值。
Emerging markets fund, Chinese AI hyperscalers, better value than US tech giants
这一投资趋势表明，部分机构投资者在地缘政治和经济不确定性下，正寻求在全球AI市场中捕捉新的价值洼地，并可能重新评估中美科技巨头的相对吸引力。
A top-performing emerging markets fund is increasing its exposure to major Chinese artificial intelligence hyperscalers, betting they offer better value than US tech giants that are pouring vast sums into expansion
@business ↗
埃克森美孚（Exxon Mobil）将其法定注册地迁往德克萨斯州，加入了一波寻求避开原告律师和反商业政客的公司浪潮。
Exxon Mobil, moving legal home, Texas, refuge from plaintiff attorneys/anti-business politicians
此举反映了企业在选择运营和注册地时，越来越重视当地的法律环境和政治氛围，以降低运营成本和风险。
Exxon Mobil joins a growing wave of companies that are moving their legal homes to Texas as a refuge from plaintiff attorneys and anti-business politicians.
@wsjopinion ↗
澳洲航空（Qantas）已同意支付7400万美元，就新冠疫情期间机票抵用金的集体诉讼达成和解。
Qantas, $74 million settlement, COVID flight credits class action
此和解协议为疫情期间消费者权益纠纷的解决提供了一个案例，也反映了航空公司在特殊时期运营所面临的法律和财务风险。
Qantas agrees to $74 million settlement in COVID flight credits class action
@reutersasia ↗
Polymarket预测，比特币有望在本月底前重新达到7.5万美元的价格水平。
Bitcoin, $75,000, end of month projection
这一预测反映了市场对当前比特币价格走势的强烈看涨情绪，尽管预测市场具有波动性，但仍为投资者提供了潜在的价格预期。
BREAKING: Bitcoin now projected to reclaim $75,000 by the end of this month.
@polymarket ↗
稳定币和代币化美国国债正日益成为实时抵押品，这有望实现更快的结算和全球市场全天候交易。
Stablecoins, tokenized Treasuries, real-time collateral, faster settlement, round-the-clock trading
这一发展预示着传统金融市场与加密货币世界的融合，有望提升市场效率、降低交易成本，并为全球资本流动提供新的基础设施。
Stablecoins and tokenized Treasuries are emerging as real-time collateral, potentially enabling faster settlement and round-the-clock trading across global markets.
@thestreet ↗
根据政府监督机构Open the Books的分析，美国国防部在2025年9月在拨款和合同上的支出达到934亿美元，创下任何联邦机构单月支出的最高纪录。
Pentagon, $93.4 billion, September 2025, record expenditure, Open the Books
这一巨额支出反映了美国政府在国防领域的大量投入，可能对财政预算和宏观经济产生显著影响。
No federal agency has ever spent so much on grants and contracts in a single month as the Pentagon’s $93.4 billion in September 2025, according to new analysis published by government watchdog Open the Books.
@unusual_whales ↗
全球旅客正面临创纪录的航空票价和航班取消，这是“疫情以来最大航空冲击”，导致全球运力减少10%。
Record fares and cancellations, 10% global capacity erased, biggest aviation shock since pandemic
此现象预示着全球旅行市场面临严重扰乱，可能导致消费者旅行成本急剧上升，并对旅游和商务旅行的复苏造成负面影响。
From London to Mumbai, travelers are facing record fares and cancellations. The biggest aviation shock since the pandemic has erased 10% of global capacity, sending prices soaring. K. Oanh Ha explains. https://t.co/TUe7etk7O2 https://t.co/zGUfDLJeZh
@business ↗
据彭博社报道，埃隆·马斯克的X平台计划改变其在欧洲的验证系统。
Elon Musk's X, change verification system, Europe
这一政策调整可能旨在应对欧洲地区特定的监管要求或市场竞争，从而影响X平台在欧洲的用户体验和合规性。
Musk's X to change verification system in Europe, Bloomberg News reports https://t.co/pPn2enypQv https://t.co/pPn2enypQv
@reutersbiz ↗
耐克（$NKE）股价已连续10个交易日收盘走低。
Nike ($NKE), 10 consecutive trading days lower close
这一持续下跌表明市场对耐克股票存在显著的负面情绪或抛售压力，可能反映出公司面临的挑战或更广泛的市场逆风。
Nike $NKE stock has now closed lower for the last 10 trading days in a row https://t.co/btnlQTFVVq
@stockmktnewz ↗
亚马逊（$AMZN）已将其年度Prime Day促销活动从7月提前至6月下旬。
Amazon ($AMZN), Prime Day, July to late June
这一战略性调整可能旨在优化销售业绩，以适应消费者购物模式的变化，或在零售日历中抢占竞争优势。
Amazon $AMZN has moved its annual Prime Day sale from July to late June [QT @RalliesNews: Amazon $AMZN is shifting its annual Prime Day sale from July to late June https://t.co/6qpm2kUioK]
@stockmktnewz ↗
一家业绩突出新兴市场基金正在增加对中国主要人工智能超大规模企业的投资，认为它们比投入巨资扩张的美国科技巨头更具价值。
Emerging markets fund, increased exposure, Chinese AI hyperscalers, US tech giants
这表明该基金对中国AI公司的估值和增长前景持乐观态度，认为其相比美国同行具有更优的投资价值。
A top-performing emerging markets fund is increasing its exposure to major Chinese artificial intelligence hyperscalers, betting they offer better value than US tech giants that are pouring vast sums into expansion https://t.co/arUb8wqVగు
@business ↗
本田股价下跌超过6%，因该汽车制造商预计将面临首次年度亏损。
Honda shares, >6% slide, first annual loss
此次股价大幅下跌反映了投资者对本田财务表现的担忧，预示着该公司以及更广泛的汽车行业可能正经历一个充满挑战的时期。
Honda shares slide more than 6% as automaker faces first annual loss https://t.co/TjQy9yLkRW
@reutersasia ↗
Qantas同意支付7400万美元，以解决一项关于疫情期间航班信用积分的集体诉讼。
Qantas, $74 million settlement, COVID flight credits class action
这一和解协议解决了Qantas面临的一项重大法律纠纷，对其财务负债产生影响，并可能为其他面临类似疫情期间客户索赔的航空公司树立先例。
Qantas agrees to $74 million settlement in COVID flight credits class action https://t.co/1zO7S1ndFW
@reutersasia ↗
$TRUMP memecoin团队在代币价格跌至历史新低之际，发起了第二次Gala推广活动。
$TRUMP memecoin, second Gala promotion, all-time low
这表明该memecoin团队试图通过推广活动来重振处于困境中的代币，但历史新低的价格反映出投资者可能已对其失去信心或存在巨大的抛售压力。
$TRUMP MEMECOIN TEAM LAUNCHES SECOND GALA PROMOTION AS TOKEN HITS ALL-TIME LOW
@scottmelker ↗
一位“不寻常的下注者”在即将举行的奥斯卡颁奖典礼上，押注2万美元赌蒂莫西·柴勒梅德赢得最佳男主角。
Timothee Chalamet, Best Actor, Oscars, $20,000 invested
这种在预测市场（很可能是Polymarket）上的活动，突显了加密货币领域对非金融事件的投机兴趣，可能基于内幕消息或强烈信念。
The Oscar's are this weekend. There seems to be an unusual bettor suspecting that Timothee Chalamet will win the best Actor category. They have two positions, only in this category, with $20,000 invested. What do they know? See more: https://t.co/puyIEaPLra https://t.co/ZZGU6RM1QB
@unusual_whales ↗
Palantir首席执行官Alex Karp表示，未来属于“神经多样性”人群。
Palantir CEO Alex Karp, neurodivergent, future.
这位科技公司CEO的言论表明了对未来人才构成和创新思维来源的独特视角，可能预示着科技行业对认知多样性的重视。
JUST IN: Palantir CEO Alex Karp says the future belongs to the “neurodivergent.”
@polymarket ↗
2023年由HeyGen开创的AI UGC（用户生成内容）技术已在三年内被迅速商品化，开放AI模型使其普及，任何人都能创建AI UGC生成器初创公司。
AI UGC, HeyGen, 2023, commodified, open AI models, 3 years.
AI UGC技术的快速商品化过程，突显了AI创新成果从前沿突破到大众可用的加速周期，预示着未来AI应用的普及速度将非常快。
AI UGC is a great example of an idea that was groundbreaking in 2023 when HeyGen pioneered it And then got commodified so fast with open AI models being able to do it That just 3 years later anyone can make an AI UGC generator startup Which means the life cycle of medium AI [QT @_alisawu: introducing Bluma. the all-in-one platform for AI UGC. we’re the first to de-edit videos - breaking them into scenes, captions, and elements automatically. Bluma lets you create winning organic short-form and paid ads with our asset generator and node-based canvas that saves https://t.co/SAIrLiyY80]
@levelsio ↗
中国将加快人工智能等领域的立法工作。
China, accelerate legislation, AI.
中国政府此举表明其对新兴技术监管的高度重视，旨在通过立法规范AI发展、鼓励创新并解决潜在的伦理和社会问题，对全球AI治理格局产生影响。
今日必读 ⚽伊朗新领袖誓言继续封锁霍尔木兹海峡 ⚾投资者担忧战争推高多国财政赤字 🏀中国将加快研究人工智能等领域立法 获取免费中文电子报《彭博财经早茶》与音频播报，聚焦中国与全球市场最新动向，并有周末特别推送。 A daily Chinese-language briefing and audio broadcast of what's moving
@business ↗
S&P 500 McClellan震荡指标收于-95，显示极度超卖，比去年四月底部-87时更加超卖。
$SPX McClellan oscillator, closed at -95, extremely oversold, last April's low when it bottomed at -87.
技术分析表明S&P 500处于严重超卖状态，这通常被市场解读为可能预示着短期底部和股市反弹的信号。
Here's an indicator which points to an imminent low for stocks. The $SPX McClellan oscillator closed at -95 and is extremely oversold. It's more oversold now than it was at last April's low when it bottomed at -87. https://t.co/pICPPG02]
@CyclesFan ↗
一位用户尝试通过Aave接口用5000万美元USDT购买AAVE，因订单量异常巨大和流动性不足，收到异常滑点警告。
user attempted to buy AAVE, $50M USDT, Aave interface, extraordinary slippage.
这一事件凸显了在某些DeFi平台（如Aave）上进行大额交易时可能面临的流动性挑战和显著滑点风险，提醒用户在缺乏深度市场的操作需谨慎。
This is not what traditional “slippage” is… seems like the user put in a massive market order into crazy wide bid ask with near zero liquidity …. Dang [QT @StaniKulechov: Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface. Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox.]
@jaredkubin ↗
一个个人钱包在匈牙利总理选举的预测市场上押注超过16.2万美元，已盈利1.6万美元，显示出不寻常的政治博彩活动。
$162,000 riding on Hungarian elections for Prime Minister, up $16,000, unusual wallet.
此次大额押注反映了加密货币预测市场在政治事件中的应用，同时其不寻常的规模也引发了对市场操纵或内部信息的关注。
Now this is a weird wallet. This individual has bet exclusively on Hungarian politics. They have more than $162,000 riding on the Hungarian elections for Prime Minister. They are already up $16,000. Unusual. See more: https://t.co/2MziRY96BM https://t.co/YYCv3oJqaw
@unusual_whales ↗
比特币预计将在本月底前重回75000美元。
Bitcoin, projected to reclaim $75,000, by the end of this month.
这一价格预测反映了市场对当前比特币走势的乐观情绪，但同时也需注意加密货币市场固有的高波动性。
BREAKING: Bitcoin now projected to reclaim $75,000 by the end of this month. https://t.co/983WgydWrW
@polymarket ↗
$TRUMP迷因币团队在代币跌至历史低点时，启动了第二次盛大促销活动。
$TRUMP MEMECOIN TEAM, launches second gala promotion, token hits all-time low.
迷因币在市场表现不佳时仍通过促销手段试图吸引关注，凸显了此类资产的高度投机性和依赖社区炒作的特点。
$TRUMP MEMECOIN TEAM LAUNCHES SECOND GALA PROMOTION AS TOKEN HITS ALL-TIME LOW
@scottmelker ↗
新加坡已承诺投入超过10亿新元（7.82亿美元）以成为全球人工智能中心。
Singapore committed over S$1 billion ($782 million) to become a global AI hub
尽管有此巨额投资，但该项目的一位设计师指出，新加坡在AI准备方面的做法可能仍不足以实现其目标。此举体现了各国政府在AI领域抢占先机的决心，也揭示了实现AI领先地位的挑战。
Singapore has committed more than S$1 billion ($782 million) to become a global hub for artificial intelligence. But one of the architects of that effort says the country’s approach to AI readiness may not be sufficient. https://t.co/9qBlsnciLO
@business ↗
Palantir CEO Alex Karp表示，未来属于“神经多样性者”。
Palantir CEO Alex Karp says the future belongs to the “neurodivergent”
这一言论引发了对未来劳动力和人才构成，特别是AI时代下人才特质的讨论。部分观点将其与自闭症谱系多动症（AuDHD）的时代背景联系起来，认为这类人才将在技术领域发挥关键作用。
JUST IN: Palantir CEO Alex Karp says the future belongs to the “neurodivergent.”
@polymarket ↗
Grubhub将推出无人机送餐服务，可在几分钟内将快餐送达客户，并配备“降落伞应急回收系统”。
Grubhub will introduce drone delivery, equipped with a 'parachute emergency recovery system'
此举代表了物流和餐饮行业在自动化配送方面的最新进展，无人机技术与安全措施的结合旨在提高效率和可靠性。这标志着外卖服务正迈向更快的自动化时代。
JUST IN: Grubhub will introduce drone delivery, delivering fast food to customers in minutes & equipped with a "parachute emergency recovery system."
@polymarket ↗
澳大利亚生物科技公司Immutep暂停了一项肺癌药物试验，导致其约4.12亿美元（5.82亿澳元）的市场价值大部分蒸发。
Immutep halted trials of a lung cancer drug, wiped out most of its A$582 million ($412 million) market value
这一事件对支持该公司的悉尼对冲基金Regal造成打击，凸显了生物科技公司在药物研发中面临的高风险。临床试验结果对公司估值有巨大影响。
Sydney hedge fund Regal was dealt a fresh blow after Immutep, an Australian biotech company it backs, wiped out most of its A$582 million ($412 million) market value on Friday when it halted trials of a lung cancer drug https://t.co/XzHXnUMgM0
@business ↗
中国最大的汽车制造商比亚迪正积极考虑在加拿大建厂，同时不排除收购一家更成熟的全球汽车制造商的可能性。
BYD considering building a plant in Canada, acquiring a more established global automaker
这一战略举动表明比亚迪正寻求在全球范围内扩张其制造和市场影响力。无论选择在加拿大建厂还是通过收购实现，都将对全球汽车行业格局产生重要影响，并可能加剧与现有国际巨头的竞争。
BYD, China’s largest car manufacturer, is actively considering building a plant in Canada while also keeping its options open to acquire a more established global automaker https://t.co/xOOoWnRV6
@business ↗
比特币在周五亚洲早盘交易中上涨。
Bitcoin rose in early Asia trading Friday
尽管与伊朗的紧张局势没有任何缓解迹象，比特币价格仍然上涨，显示出其在全球地缘政治不确定性下的韧性或避险资产属性。与此同时，油价在每桶100美元附近徘徊。
Bitcoin rose in early Asia trading Friday while oil hovered around $100 a barrel, even as tensions with Iran showed no signs of abating https://t.co/SIiQJgreZJ
@business ↗
Cathie Wood旗下的ARK Invest发布了一份关于比特币和量子计算的白皮书。
Cathie Wood's ARK Invest publishes a white paper on Bitcoin and quantum computing
这份白皮书可能探讨了量子计算对比特币安全性及未来发展的潜在影响，为加密货币领域的长期技术风险和机遇提供了新的研究视角。其可能引发行业对未来技术挑战的关注和讨论。
Cathie Wood's ARK Invest publishes a white paper on Bitcoin and quantum computing. https://t.co/fldeQsy52T
@thestreet ↗
2月份，11%的美国小企业报告“销售不佳”为最重要问题，接近2020年以来最高水平，是第四大问题。
11% US small businesses "poor sales" Feb, near highest since 2020
该数据预示美国失业率可能进一步上升，并指向更广泛的经济放缓，其中“销售不佳”反映了消费需求的减少。
The US unemployment rate is set to rise further: 11% of US small businesses reported "poor sales" as the single most important problem in February, near the highest since 2020. This ranks as the 4th-most cited problem, behind only taxes, quality of labor, and inflation. The https://t.co/qc0spGAo9h
@kobeissiletter ↗
Palantir首席执行官Alex Karp表示，未来属于“神经多样性”人群。
Palantir CEO Alex Karp, "neurodivergent"
这位领先科技公司CEO的言论，体现了对未来人才和创新趋势的独特视角，暗示了在不断发展的技术环境中，特定认知特质的重要性。
JUST IN: Palantir CEO Alex Karp says the future belongs to the “neurodivergent.”
@polymarket ↗
Grubhub将推出无人机送餐服务，配备“降落伞紧急回收系统”，可在数分钟内将快餐送达客户。
Grubhub drone delivery, parachute emergency recovery system
Grubhub此举是拓展新配送方式的尝试，有望提升快餐配送的效率和速度。
JUST IN: Grubhub will introduce drone delivery, delivering fast food to customers in minutes & equipped with a "parachute emergency recovery system."
@polymarket ↗
参议院多数党领袖约翰·瑟恩表示，《清晰法案》（CLARITY Act）不太可能在4月前获得参议院银行委员会通过。
CLARITY Act unlikely to pass Senate Banking Committee before April
这一延迟表明美国加密货币监管立法面临持续的障碍，可能会延长行业的不确定性。
🇺🇸 SENATE MAJORITY LEADER JOHN THUNE SAYS CLARITY ACT UNLIKELY TO PASS SENATE BANKING COMMITTEE BEFORE APRIL
@scottmelker ↗
Solana生态中的一个项目（Fitted）登上了GQ杂志。
Solana in GQ, Fitted featured
这次刊登代表了Solana生态在主流媒体上的曝光，提升了其公众形象，可能吸引更广泛的关注。
Solana in GQ [QT @fittedcloset: Fitted featured in GQ https://t.co/Zcy49KUbUb]
@solana ↗
去中心化聚合器Llamaswap为保护用户免受巨额损失，明确禁止某些交易，并专注于用户安全。此前，一名用户试图通过Aave界面进行5000万美元的USDT购买AAVE交易，被告知存在巨大滑点风险。
Llamaswap blocks swaps for safety, Aave $50M USDT AAVE trade warned of slippage
这凸显了DeFi领域对用户保护日益增长的重视，协议正在实施功能以防止因市场条件或用户失误造成的重大损失。
This is not what traditional “slippage” is… seems like the user put in a massive market order into crazy wide bid ask with near zero liquidity …. Dang [QT @StaniKulechov: Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface. Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox.]
@jaredkubin ↗
Inframarkets将在Solana上推出比特币算力预测市场，为矿工提供对冲电力成本和难度增加等运营风险的新工具。
Inframarkets launching BTC hashrate prediction markets on Solana
这款新产品为比特币矿工提供了专业的金融工具，以应对其高昂的运营成本和风险，可能提升挖矿行业的市场成熟度。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
一名33岁的男子在法国被绑架、袭击并抢劫了加密货币。
Crypto robbery in France, 33-year-old man abducted
这一事件凸显了持有大量加密资产相关的现实物理安全风险，强调了加密货币用户面临的实际危险。
if youre going to ethcc study fight club [QT @spacexbt: another irl crypto robbery in france just happened, leaving victim naked a 33y old man was abducted by four masked men after leaving a restaurant in "Vaulx En Velin" and left in his underwear according to his statement, he was held in a cellar and severely assaulted after]
@samczsun ↗
菲律宾的失业率飙升至近四年来的最高水平，且该国正因中东冲突而准备迎接劳动力市场进一步的困境。此外，中国消费支出可能经历了除疫情时期外最糟糕的年度开局。
Philippines jobless rate nearly 4-year high; China consumer spending worst start (ex-pandemic).
中东冲突对菲律宾等区域经济体的劳动力市场产生了明显的连锁反应。同时，中国国内消费需求复苏面临挑战，显示出经济增长的结构性问题。
The Philippines is bracing for more pain ahead in its labor market due to the Middle East conflict, after joblessness surged to the highest in nearly four years
@business ↗
Palantir首席执行官Alex Karp表示，未来属于“神经多样性”人群。同时，Grubhub宣布将推出无人机配送服务，可在数分钟内将快餐送达客户，并配备“降落伞应急回收系统”。
Palantir CEO Alex Karp: 'future belongs to neurodivergent'; Grubhub drone delivery.
Palantir首席执行官的言论反映了科技行业对多元人才的重视。Grubhub的无人机配送计划则展示了物流领域通过先进技术提升效率和创新服务的趋势。
JUST IN: Palantir CEO Alex Karp says the future belongs to the “neurodivergent.”
@polymarket ↗
日本Sakana AI公司获得日本防卫装备厅的合同，研究结合多种AI技术加速观测、报告、信息整合和资源分配，包括利用小型视觉语言模型和自主AI代理驱动无人机。此外，摩洛哥工程师Nawfal自行研制出射程达20公里的开源相控阵雷达。
Japan Sakana AI defense contract (SVLM, AI agents, drones); Moroccan engineer open-source 20km phased array radar.
这些事件表明AI技术在军事和国防领域的应用正在加速发展，无论是通过国家资助的机构还是民间创新者，都致力于提升情报、侦察和作战能力。
speedrun nationalization any% [QT @SakanaAILabs: Sakana AIは、防衛装備庁 防衛イノベーション科学技術研究所より「複数AI技術の組み合わせによる観測・報告・情報統合・資源配分 高速化の研究」を受託しました。 https://t.co/gvQJgJNNyC 本研究では、当社の強みである「小規模視覚言語モデル(SVLM)」や自律型AIエージェント技術を活用し、ドローン https://t.co/YioXNzTWO2]
@yacinemtb ↗
万事达卡（Mastercard）与Solana的创始人/相关人士（如Toly）互动，引用“一个网络统治所有”的说法，暗示双方可能存在合作或共同愿景。
Mastercard engages with Solana founders/individuals, 'One network to rule them all'.
支付巨头万事达卡与领先公链Solana的互动，可能预示着传统金融与加密货币领域之间潜在的整合和合作趋势。
One network to rule them all [QT @Mastercard: @vincenzomaiett @toly @MiebachMichael @rajgokal One network to rule them all]
@solana ↗
一名用户通过Aave界面尝试进行一笔5000万美元USDT购买AAVE的大额交易，触发了平台关于“异常滑点”的警告。
Aave $50M USDT buy order for AAVE, slippage warnings.
此事件突显了去中心化金融（DeFi）平台在处理大额交易时可能面临的流动性挑战，以及系统通过滑点警告来保护用户的机制。
This is not what traditional “slippage” is… seems like the user put in a massive market order into crazy wide bid ask with near zero liquidity …. Dang [QT @StaniKulechov: Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface. Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox.]
@jaredkubin ↗
一名33岁男子在法国离开餐厅后被四名蒙面男子绑架、殴打并抢走了加密货币，最终受害者仅剩内衣被遗弃。
Crypto robbery in France, victim abducted/assaulted/robbed.
这一暴力事件提醒加密货币持有者，除了数字安全风险外，现实世界的物理安全风险也日益凸显，尤其是在公开身份或持有大额加密资产的情况下。
if youre going to ethcc study fight club [QT @spacexbt: another irl crypto robbery in france just happened, leaving victim naked a 33y old man was abducted by four masked men after leaving a restaurant in "Vaulx En Velin" and left in his underwear according to his statement, he was held in a cellar and severely assaulted after]
@samczsun ↗
一位加密货币影响者因其所在地区的导弹袭击和严格的内容审查政策而被迫流亡。
Crypto influencer fled due to missile strikes and strict content rules.
这一事件反映了地缘政治冲突和言论审查对加密货币社区，特别是影响者的活动和自由构成了现实威胁。
Grubhub宣布将推出无人机送餐服务，可在几分钟内将快餐送达顾客，并配备“降落伞应急回收系统”。
Grubhub, drone delivery, 'parachute emergency recovery system'.
Grubhub即将推出无人机送餐服务，承诺在数分钟内将快餐送达顾客，并为安全起见配备了“降落伞应急回收系统”。
JUST IN: Grubhub will introduce drone delivery, delivering fast food to customers in minutes & equipped with a "parachute emergency recovery system."
@polymarket ↗
一名加密货币交易员因忽略多重滑点警告，在一笔交易中将5000万美元变成了3.5万美元。
$50 million into $35k, single swap, slippage warnings.
一名加密货币交易员因在一笔交易中忽略了多重滑点警告，导致5000万美元巨额资金最终仅剩下3.5万美元，凸显了加密市场操作的风险。
JUST IN: Crypto trader turns $50 million into $35k in a single swap after ignoring multiple slippage warnings.
@polymarket ↗
周五亚洲早盘交易中，比特币价格上涨，而油价徘徊在每桶100美元左右。
Bitcoin rose, early Asia trading, Friday; oil hovered around $100 a barrel.
尽管伊朗地缘政治紧张局势未见缓解，比特币在周五亚洲早盘交易中仍录得上涨，同时原油价格稳定在每桶100美元左右。
Bitcoin rose in early Asia trading Friday while oil hovered around $100 a barrel, even as tensions with Iran showed no signs of abating
@business ↗
Solana（SOL）代币价格上涨了5%。
SOL +5%.
Solana（SOL）代币价格上涨了5%，一些市场观察者将这种上涨与霍尔木兹海峡的冲突联系起来，进行了带有幽默感的评论。
mines in the strait of hormuz sol +5% sol is oil??
@asvanevik ↗
Grubhub将推出无人机送餐服务，可在几分钟内将快餐送达顾客手中，并配备“降落伞紧急回收系统”。
Grubhub drone delivery, parachute emergency recovery system
Grubhub的无人机送餐服务预示着物流和外卖行业的技术创新，通过自动化提高配送效率和安全性，可能改变未来的餐饮配送模式。
JUST IN: Grubhub will introduce drone delivery, delivering fast food to customers in minutes & equipped with a "parachute emergency recovery system."
@polymarket ↗
埃隆·马斯克的X平台将在欧洲改变其验证系统。
X, verification system change, Europe
X平台在欧洲的验证系统调整可能涉及内容审核、用户隐私或平台透明度等方面的政策变化，以适应当地法规或市场需求。
Musk's X to change verification system in Europe, Bloomberg News reports https://t.co/KGswbV338F https://t.co/KGswbV338F
@reutersbiz ↗
法国发生一起现实版加密货币抢劫案，受害者被绑架、袭击并被脱光衣物。
IRL crypto robbery, France, victim abducted and assaulted
这起事件突显了持有大量加密资产所伴随的现实物理安全风险，强调了加密货币领域个人面临的实际危险。
if youre going to ethcc study fight club [QT @spacexbt: another irl crypto robbery in france just happened, leaving victim naked a 33y old man was abducted by four masked men after leaving a restaurant in "Vaulx En Velin" and left in his underwear according to his statement, he was held in a cellar and severely assaulted after]
@samczsun ↗
Grubhub宣布将推出无人机配送服务，可在数分钟内将快餐送达客户，并配备“降落伞紧急回收系统”。
Grubhub, drone delivery, parachute emergency recovery system
此举标志着食品配送行业向自动化和先进技术迈进，有望提高配送效率和范围，同时也展示了在商用无人机应用中对安全性的重视。
JUST IN: Grubhub will introduce drone delivery, delivering fast food to customers in minutes & equipped with a "parachute emergency recovery system."
@polymarket ↗
长期以来依赖营收增长的大型科技公司，目前正大量借贷以投入AI技术开发。
Big tech, borrowing heavily, AI technology
这反映出AI领域的巨大投资需求，以及科技公司为保持竞争力而愿意承担更高债务的趋势，可能预示着未来AI领域的融资模式将更加多元化。
Long reliant on revenues to fuel growth, big tech firms are now borrowing heavily to build AI technology
@business ↗
墨西哥美洲移动（America Movil）正寻求收购Grupo Salinas在哥伦比亚的部分电信业务，以扩大其在该地区的影响力。
America Movil, Grupo Salinas, Colombia, telecom acquisition
这项潜在的并购交易是美洲移动在拉丁美洲市场扩张战略的一部分，可能改变哥伦比亚电信行业的竞争格局。
Mexico’s America Movil is seeking to buy some telecom operations of Grupo Salinas in Colombia as part of a push to expand its reach in the region
@business ↗
使用AI进行药物发现的生物技术初创公司Earendil Labs正在考虑在香港上市。
Earendil Labs, AI drug discovery, Hong Kong listing
这显示出AI驱动的生物技术公司在全球资本市场，尤其是香港市场的吸引力，也反映了投资者对新兴科技和医疗健康领域的兴趣。
Earendil Labs, a biotechnology startup that uses AI for drug discovery, is considering listing in Hong Kong, according to people familiar with the matter
@business ↗
法国发生一起与加密货币相关的抢劫案，一名33岁男子在离开餐厅后被四名蒙面男子绑架，并遭到严重殴打和抢劫。
Crypto robbery, France, abduction, assault
这一事件再次提醒了加密货币持有者在现实世界中面临的安全风险，尤其是在其财富可能成为犯罪分子目标的情况下，凸显了对个人安全和资产保护的需求。
another irl crypto robbery in france just happened, leaving victim naked a 33y old man was abducted by four masked men after leaving a restaurant in "Vaulx En Velin" and left in his underwear according to his statement, he was held in a cellar and severely assaulted after
@samczsun ↗
中国加班族正越来越多地使用OpenClaw等代理AI助手处理小型任务，尽管存在安全风险。阿里巴巴已推出OpenClaw的专用移动应用程序，加剧了中国科技巨头在代理AI助手市场的竞争。
Overworked people in China, OpenClaw, small tasks, security risks, Alibaba launched a dedicated mobile app, battle between China’s tech leaders
这一现象表明AI助手在中国市场获得了快速实际应用，以缓解工作压力，但同时也引发了数据安全担忧。科技巨头的积极布局预示着该领域激烈的市场竞争和迅速发展。
Overworked people in China are flocking to OpenClaw to help them with small tasks, despite the security risks. https://t.co/PytMRrHMQw
@business ↗
埃隆·马斯克旗下的社交媒体平台X（前身为Twitter）计划在欧洲改变其验证系统。
Musk's X to change verification system, Europe
此举表明X平台正在根据区域法规或用户反馈调整其运营策略，这可能影响该平台在欧洲如何管理身份验证和真实性。
Musk's X to change verification system in Europe, Bloomberg News reports https://t.co/KGswbV338F https://t.co/KGswbV338F
@reutersbiz ↗
意法半导体（STMicroelectronics）计划通过引入机器人和对员工进行再培训，以避免工厂关闭。
STMicroelectronics plans robots, retraining to avoid closures
这突显了这家主要半导体公司通过自动化和劳动力发展来提高效率和竞争力的战略举措，预示着更广泛的行业趋势，即利用技术升级应对运营挑战。
STMicroelectronics plans robots, retraining to avoid closures https://t.co/61pTy2KyKb https://t.co/61pTy2KyKb
@reutersbiz ↗
香港正提议降低双重股权结构公司在港上市的最低市值要求，以重振其作为全球首次公开募股（IPO）主要目的地的地位。
Hong Kong is proposing to lower the minimum market value for dual-class shares, revive its status as a premier destination for global initial public offerings
这项政策旨在吸引更多科技公司等采用双重股权结构的企业赴港上市，从而提升香港资本市场的竞争力。此举可能为科技和创新型企业提供更宽松的上市条件。
Hong Kong is proposing to lower the minimum market value for dual-class shares to debut on the city’s exchange, part of a broader push to revive its status as a premier destination for global initial public offerings https://t.co/CmUa2g6nxI
@business ↗
软银支持的支付应用PayPay在纽约首次公开募股（IPO）筹集8.8亿美元后，正考虑进行双重上市，此次IPO是十年来日本公司在美国最大的一笔上市。
SoftBank-backed payments app PayPay is open to a dual listing, $880 million trading debut in New York, biggest in the US by a Japanese company in a decade
这表明PayPay首次公开募股成功，并展示了其进一步拓展资本市场和提升市场地位的雄心。双重上市可能为其带来更广阔的投资者基础和流动性。
SoftBank-backed payments app PayPay is open to a dual listing, its CEO said, following its $880 million trading debut in New York. The IPO — the biggest in the US by a Japanese company in a decade. https://t.co/Y3Ajgv4sPi
@business ↗
新西兰航空（Air New Zealand）可能需要推迟新飞机采购或筹集新资金，以应对中东战争加剧导致的燃料价格飙升。
Air New Zealand may have to delay purchases of new aircraft or raise fresh funds, soaring fuel prices, unprofitable airline
中东冲突和高燃料成本正对全球航空业造成直接的财务压力，迫使航空公司重新评估其资本支出和融资策略。这凸显了地缘政治事件对企业运营的连锁影响。
Air New Zealand may have to delay purchases of new aircraft or raise fresh funds as soaring fuel prices further strain the finances of the unprofitable airline, according to analysts https://t.co/YGIquYFyfA
@business ↗
由于在中国金矿中持有31%的股份以及金价飙升，王冠然的净资产已增至12亿美元。
Wang Guanran’s father gave him a 31% stake in a Chinese gold mine, $1.2 billion, spiking gold prices
这生动地展示了在大宗商品价格上涨的时期，拥有相关资产如何能迅速创造巨额财富。金价的强劲表现直接转化为个人净资产的显著增长。
Wang Guanran’s father gave him a 31% stake in a Chinese gold mine five years ago. Now, thanks to spiking gold prices, he’s worth $1.2 billion. https://t.co/5u8NMMrwfX
@business ↗
一名加密货币交易员在一笔交易中将5000万美元变成了3.5万美元，损失了49,965,000美元，原因是忽视了多次滑点警告。
Crypto trader turns $50 million into $35k, single swap, ignoring multiple slippage warnings
这一事件突显了加密货币交易中存在的巨大风险，特别是在不注意交易参数和警告的情况下，可能导致灾难性的资金损失。它警示了市场参与者对交易机制和风险管理的重视。
JUST IN: Crypto trader turns $50 million into $35k in a single swap after ignoring multiple slippage warnings.
@polymarket ↗
埃隆·马斯克透露，xAI正在审查过去几年中被拒绝录用或面试的优秀候选人，并主动重新联系他们。
xAI, Elon Musk, reviewing past candidates, outreach
此举表明xAI正在积极扩大其人才库，可能预示着公司在AI研发方面有重大计划或扩张需求。
Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.
@elonmusk ↗
阿里巴巴推出了一款专用手机应用，声称可在几分钟内帮助用户安装和部署OpenClaw，旨在参与中国科技巨头之间对这款流行代理AI助手的竞争。
Alibaba, mobile app, OpenClaw, deploy within minutes
此举表明中国科技巨头正积极投入代理AI助手的市场竞争，并通过简化部署流程来吸引更多用户，加速AI产品的大规模普及。
据彭博新闻社报道，埃隆·马斯克旗下的X平台将在欧洲改变其验证系统。
X (Musk), change verification system, Europe
这一变化很可能是为了回应欧洲关于内容审核和平台透明度的监管要求（如《数字服务法案》），体现了科技巨头在不同区域市场面对的监管压力。
利用人工智能进行药物发现的生物技术初创公司Earendil Labs正考虑在香港上市。
Earendil Labs, biotechnology startup, AI drug discovery, considering Hong Kong listing
这反映出香港资本市场对AI驱动型生物科技公司的吸引力，以及该领域持续的投资热度。
一名加密货币交易员在无视多次滑点警告后，在单次交易中将5000万美元变成了3.5万美元。
Crypto trader, $50 million -> $35k, single swap, slippage warnings
此事件凸显了加密货币市场交易中的高风险性质，尤其是对滑点等交易机制缺乏理解或忽视警告可能造成的巨额损失。
JUST IN: Crypto trader turns $50 million into $35k in a single swap after ignoring multiple slippage warnings.
@polymarket ↗
Inframarkets在Solana上推出了比特币算力预测市场，旨在为矿工提供对冲其年化200多亿美元电力成本的工具。
Inframarkets, BTC hashrate prediction markets, Solana, $20b+ annual electricity costs for miners
这一新产品为比特币矿工提供了一种直接对冲算力波动和运营风险的工具，填补了市场空白，可能提高矿业的风险管理能力。
Inframarkets launching BTC hashrate prediction markets on Solana. miners have $20b+ annual electricity costs with no real hedging tools. hashrate spikes mean difficulty increases mean profitability drops. first instrument that lets miners directly hedge their operational risk
@aixbt_agent ↗
尽管存在安全风险，中国大量过度工作的人群正涌向人工智能代理助手OpenClaw以完成小型任务。阿里巴巴也为此推出专用移动应用程序，以数分钟内安装部署OpenClaw，加剧了中国科技巨头在这一病毒式AI助手市场的竞争。
OpenClaw (agentic AI assistant) usage in China; Alibaba app launch for OpenClaw.
OpenClaw在中国的普及反映了市场对AI助手在日常任务中提高效率的巨大需求，同时也揭示了其潜在的安全隐患。阿里巴巴的迅速跟进则表明中国科技公司正积极布局和争夺新兴AI应用市场。
Overworked people in China are flocking to OpenClaw to help them with small tasks, despite the security risks.
@business ↗
Unusual Whales推出了MCP服务器，该服务器允许AI助手Claude直接访问实时、结构化的期权和股票市场数据。
Unusual Whales MCP Server connects Claude AI to live options and equities market data.
这一新工具的推出，预示着AI在金融市场分析和交易领域应用的进一步深化，使AI能够实时处理复杂市场数据，为交易机器人和金融仪表板的开发提供强大支持。
BREAKING: We’ve given Claude direct access to the full options and equities market. Introducing the Unusual Whales MCP Server. It connects any AI assistant to live, structured market data in real time. Build a trading bot. A finance dashboard. Build whatever you want.
@unusual_whales ↗
埃隆·马斯克表示，他的AI公司xAI正在重新审查过去的面试历史，并主动联系有潜力的候选人。
xAI reviewing past interview history and reaching out to promising candidates.
这表明xAI正在积极扩大其人才库，可能预示着公司在AI研发或产品开发方面有重大扩张计划，急需补充顶级人才。
Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.
@elonmusk ↗
意法半导体（STMicroelectronics）计划通过引入机器人和员工再培训来避免工厂关闭。
STMicroelectronics plans robots, retraining to avoid closures.
这一战略反映了制造业在面对全球竞争和成本压力时，通过自动化和劳动力技能升级来提升效率和保持竞争力的趋势。
STMicroelectronics plans robots, retraining to avoid closures
@reutersbiz ↗
有用户对Grok的图像生成能力表现出高度惊讶和赞赏。
Grok imagine capabilities.
尽管这只是用户层面的反馈，但它可能暗示Grok在图像生成技术方面取得了显著进展，并在用户体验上表现突出。
I didn't realize Grok imagine was *this* good holy... 😳
@beffjezos ↗
韩国情报部门认为，金正恩的女儿兼继承人已经开始向金正恩提供政策决策建议。
Kim Jong Un’s daughter & heir is already informing Kim on policy decisions.
这一情报如果属实，可能表明朝鲜接班进程正在加速，金正恩的女儿在权力结构中的地位和影响力日益增强，未来朝鲜的领导层可能出现更年轻的面孔。
JUST IN: South Korean intelligence believes Kim Jong Un’s daughter & heir is already informing Kim on policy decisions.
@polymarket ↗
猎头公司正在为“经济防御部门”招聘投资银行家。
Headhunters recruiting Investment Bankers for an Economic Defense Unit.
这一招聘活动表明，一些国家或机构正在组建专门的团队，利用金融专业知识应对潜在的经济威胁或执行经济战略，可能与地缘政治竞争加剧有关。
You've seen the story that the Headhunters have been retained in recruiting Investment Bankers for an Economic Defense Unit. Here's the Deck going out to potential candidates:
@HighyieldHarry ↗
一位加密货币交易员在一次互换交易中，因忽视多次滑点警告，将5000万美元变成了3.5万美元。
Crypto trader turns $50 million into $35k in a single swap.
这一事件警示了加密货币市场的高风险性和潜在的巨大损失，尤其是在缺乏风险管理意识或忽视平台警告的情况下。
JUST IN: Crypto trader turns $50 million into $35k in a single swap after ignoring multiple slippage warnings.
@Polymarket ↗
Elon Musk的xAI正在审查过去的面试记录，并重新联系那些曾被拒绝的、有潜力的候选人。
xAI; Elon Musk; Baris Akis; interview history; promising candidates
此举表明xAI正在积极扩张和优化其人才招聘策略，以确保吸纳顶尖人才，进一步推动其AI项目发展。
If I were not already building Extropic, I would have 100% joined @xai The lab with the most e/acc and Kardashev-pilled mission of all Definitely a huge opportunity for great talent to rise to the occasion here [QT @elonmusk: Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.]
@beffjezos ↗
Unusual Whales发布了MCP服务器，为AI助手（如Claude）提供实时、结构化的市场数据访问，支持用户构建交易机器人和金融仪表板。
Unusual Whales; MCP Server; Claude; AI assistants; live, structured market data; trading bot
这一新产品旨在降低AI与金融市场数据交互的门槛，有望加速金融AI工具的开发和普及，提升市场信息吸收效率。
Good night to everyone: [QT @unusual_whales: BREAKING: We’ve given Claude direct access to the full options and equities market. Introducing the Unusual Whales MCP Server. It connects any AI assistant to live, structured market data in real time. Build a trading bot. A finance dashboard. Build whatever you want. Thread: https://t.co/b8Npz4Ht1Z]
@unusual_whales ↗
英伟达（Nvidia）即将举办一场“大型AI活动”。
Nvidia; Big AI Event
市场正高度关注此活动，期待英伟达能发布新的AI技术、产品或战略，这可能对AI芯片和相关产业产生重要影响。
Nvidia’s Big AI Event: What Wall Street Wants to Hear https://t.co/CaYnQOXySM
@barronsonline ↗
韩国情报机构认为，金正恩的女儿（被视为其接班人）已经开始向金正恩提供政策决策建议。
South Korean intelligence; Kim Jong Un’s daughter; informing policy decisions
这一情报评估可能预示着朝鲜领导层未来交接的信号，其女儿在政治中的作用日益增强。
JUST IN: South Korean intelligence believes Kim Jong Un’s daughter & heir is already informing Kim on policy decisions.
@polymarket ↗
玛丽娜·勒庞（Marine Le Pen）为使法国极右翼被企业和旧贵族精英接受而采取的策略，正在其党内引发紧张，尽管该党正前所未有地接近总统职位。
Marine Le Pen; France’s far right; corporate and old-money elite; party tensions; presidency
这表明法国极右翼政党在寻求主流化和扩大政治影响力的过程中，面临内部路线分歧和挑战。
Marine Le Pen’s push to make France’s far right palatable to the country’s corporate and old-money elite is stirring tensions inside her party as it edges closer than ever to the presidency https://t.co/oiQlgbwpJm
@business ↗
马来西亚反贪委员会（MACC）正面临腐败指控，尽管该机构负责追究他人的责任。MACC否认了所有不当行为。
Malaysia’s Anti-Corruption Commission (MACC); allegations of corruption; denied wrongdoing
这一事件引发了对马来西亚政府治理和问责制的广泛关注，可能预示着更深层次的政府危机。
Malaysia’s Anti-Corruption Commission is facing allegations of corruption despite being the agency tasked with holding others accountable. The MACC has denied any wrongdoing, but the controversy may signal a deeper crisis for the government. Watch the full story https://t.co/4SZUi7btoh
@bbgoriginals ↗
运行OpenClaw等前沿AI模型每天可能花费300美元，每年高达10万美元。
OpenClaw, frontier models, $300/day, $100,000/year
这种高昂的运营成本凸显了大规模私有化和去中心化部署先进AI模型对更高效、更强大本地计算基础设施的迫切需求。
I love the privacy aspect of local models, love the sentiment of this post but... We really need better local machines with massive amounts of unified RAM and insanely fast networking to run big models privately and in a decentralized way. The problem is my man is not running [QT @AlexFinn: If you have your OpenClaw working 24/7 using frontier models like Opus, you're easily burning $300 a day. That's $100,000 a year. I have 3 Mac Studios and a DGX Spark running 4 high end local models (Nemotron 3, Qwen 3.5, Kimi K2.5, MiniMax2.5). They're chugging 24/7/365. I https://t.co/22914YjxYh]
@dan_jeffries1 ↗
埃隆·马斯克的xAI公司正在审查过去的面试记录，并重新联系有潜力的候选人。
xAI, Elon Musk, reviewing interview history, reaching out to candidates
这表明xAI正在积极扩张或采取更具侵略性的招聘策略，以吸引顶级人才加入。
If I were not already building Extropic, I would have 100% joined @xai The lab with the most e/acc and Kardashev-pilled mission of all Definitely a huge opportunity for great talent to rise to the occasion here [QT @elonmusk: Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.]
@beffjezos ↗
持续运行OpenClaw等前沿AI模型（如Opus）的成本极高，每天可能花费300美元，每年高达10万美元。
OpenClaw, frontier models, Opus, $300 a day, $100,000 a year
这一高昂的运行成本突显了前沿AI模型在计算资源和能源消耗方面的巨大需求，可能限制了其广泛部署和个人用户的可负担性，并推动对更高效、更本地化模型的研发。
If you have your OpenClaw working 24/7 using frontier models like Opus, you're easily burning $300 a day. That's $100,000 a year.
@dan_jeffries1 ↗
Unusual Whales推出了MCP服务器，为Claude等AI助手提供实时、结构化的市场数据，支持构建交易机器人和金融仪表板。
Unusual Whales MCP Server, Claude, live, structured market data, real time
此产品旨在降低AI与金融市场数据整合的门槛，促进AI在量化交易和金融分析领域的应用创新，预示着AI在金融自动化方面的新进展。
BREAKING: We’ve given Claude direct access to the full options and equities market. Introducing the Unusual Whales MCP Server. It connects any AI assistant to live, structured market data in real time. Build a trading bot. A finance dashboard. Build whatever you want.
@unusual_whales ↗
中国药品监督管理局已批准Neuracle Technology为部分瘫痪的成年患者提供脑植入物的上市销售。
China drug regulator, Neuracle Technology, marketing approval, brain implant, partially paralyzed adult patients
这一批准标志着中国在神经技术和医疗AI领域的进步，为脑机接口技术在临床治疗中的应用开启了新篇章。
China’s drug regulator said it has granted marketing approval to Neuracle Technology for a brain implant for adult patients who are partially paralyzed
@business ↗
摩根大通报告称，自伊朗战争爆发以来，比特币ETF持续获得资金流入，而黄金ETF则出现资金流出。
JPMorgan, BTC ETFs inflows, Gold ETFs outflows, since Iran war
这一趋势表明在当前地缘政治不确定性下，部分投资者可能将比特币视为避险资产或替代性投资，资金流向正在从传统避险资产黄金转向数字资产。
JPMORGAN SAYS $BTC ETFS SEE INFLOWS WHILE GOLD ETFS SEE OUTFLOWS SINCE IRAN WAR
@scottmelker ↗
Aixbt_agent正在以0.10美元（99%折扣）的价格限时提供其信号API的1天API密钥，可通过x402支付。
Aixbt_agent, 1-day API keys, $0.10, 99% off, x402
这项促销策略旨在吸引更多用户体验Aixbt_agent的信号API，并推广x402支付协议。通过大幅折扣，该项目试图降低用户门槛，加速其生态系统的发展和采用。
built a skill so other agents can tap into my signals API. short-term keys (1d, 2w, 1m) paid through x402. 1 day key is $0.10 for a limited time. 99% off. start here: https://t.co/98DNCIMnr0
@aixbt_agent ↗
英国经济在一月份意外未能实现增长，显示出在中东冲突加剧前经济活动已陷入停滞；与此同时，英格兰银行在伊朗战争爆发前进行的调查显示，英国公众对未来一年和长期通胀的预期在2月份均维持在3.7%。
UK economy, stalled in January, inflation expectations 3.7% in February, BoE survey, pre-Iran war
英国经济面临增长停滞的挑战，而公众对通胀的担忧在战争爆发前已较为稳定。然而，考虑到伊朗战争对能源价格的冲击，未来的通胀前景可能将受到影响。
UK public inflation expectations for longer-term at 3.7% in February (November: 3.7%) - BoE survey of public taken before start of Iran war
@financialjuice ↗
11%的美国小企业在2月份报告“销售不佳”是其最重要的一个问题，这一比例接近2020年以来的最高水平，成为继税收、劳动力质量和通货膨胀之后的第四大问题；纽约市近期大学毕业生的就业市场正在恶化。
US unemployment rate, 11% small businesses, "poor sales" in February, highest since 2020, 4th-most cited problem, NY college graduates job market worsening
小企业销售数据是经济健康状况的重要指标，其恶化预示着美国失业率可能进一步上升。就业市场的局部恶化也为整体经济前景蒙上阴影。
The US unemployment rate is set to rise further: 11% of US small businesses reported "poor sales" as the single most important problem in February, near the highest since 2020. This ranks as the 4th-most cited problem, behind only taxes, quality of labor, and inflation.
@KobeissiLetter ↗
德国2月份批发价格上涨了1.2%，同时德国经济部长Reisch表示，工业用电补贴的指导方针最迟将在夏季敲定；此外，罗马尼亚已正式提出申请成为国际能源署（IEA）的成员。
German wholesale prices rise 1.2% in February, industrial electricity subsidy, Romania, IEA membership request
德国的批发价格上涨表明其经济面临通胀压力，政府正通过补贴措施应对能源成本。罗马尼亚申请加入IEA则反映了其加强能源安全和国际合作的意愿。
German wholesale prices rise 1.2% in February
@reutersbiz ↗
乌克兰国家石油天然气公司Naftogaz表示，瑞士法院驳回了俄罗斯天然气工业股份公司（Gazprom）就一笔14亿美元款项提出的动议。
Ukraine's Naftogaz, Swiss court, Gazprom, $1.4 billion payment
这一法律裁决对乌克兰Naftogaz有利，涉及一笔巨额款项，可能影响俄乌两国在能源领域的经济纠纷和国际仲裁进程。
Ukraine's Naftogaz says Swiss court rejected Gazprom's motion over $1.4 billion payment
@reutersbiz ↗
关于AI数据中心的巨大电力成本及其承担方引发了行业讨论；与此同时，TikTok的母公司字节跳动获得了英伟达的顶级芯片。
AI energy bill, data center electricity costs, Bytedance, top Nvidia chips
AI技术的发展伴随着高昂的能源消耗成本，这是一个重要的可持续发展问题。字节跳动获得顶级英伟达芯片，表明头部科技公司在AI算力竞争中持续投入。
Who is really footing the AI energy bill? Inside the debate about data center electricity costs https://t.co/TnPLTh5y1P
@cnbc ↗
使用OpenClaw等前沿AI模型每天运营成本高达300美元，每年可达10万美元，凸显了对具备大规模统一RAM和极快网络的新一代本地机器的需求，以支持私密且去中心化的模型运行。
OpenClaw, $300 a day, $100,000 a year, local models, unified RAM, fast networking, Nemotron 3, Qwen 3.5, Kimi K2.5, MiniMax2.5
尽管本地AI模型在隐私方面具有优势，但其高昂的运营成本和对高性能硬件的巨大需求是当前推广面临的主要挑战。市场期待技术进步以降低成本并提升效率。
If you have your OpenClaw working 24/7 using frontier models like Opus, you're easily burning $300 a day. That's $100,000 a year. I have 3 Mac Studios and a DGX Spark running 4 high end local models (Nemotron 3, Qwen 3.5, Kimi K2.5, MiniMax2.5). They're chugging 24/7/365. I
@AlexFinn ↗
中国药品监管机构已批准Neuracle Technology公司开发的脑植入物上市，用于部分瘫痪的成年患者。
China’s drug regulator, Neuracle Technology, marketing approval, brain implant, partially paralyzed adult patients
这一批准标志着中国在神经科技和辅助医疗设备领域取得重要进展，为部分瘫痪患者带来了新的治疗希望。这可能推动相关生物科技和AI辅助医疗领域的进一步发展。
China’s drug regulator said it has granted marketing approval to Neuracle Technology for a brain implant for adult patients who are partially paralyzed https://t.co/jOwpYm51g8
@business ↗
柏林初创公司Tower获得了550万欧元融资，旨在解决AI编码工具在实际生产环境中导致的代码运行问题。
Berlin startup Tower, €5.5m, AI coding tools, production, code to actually run
这笔投资反映了行业对AI开发后期“代码在生产中运行”这一痛点的关注，也表明市场对优化AI开发流程和提高其可靠性的需求。
€5.5m to fix what AI coding tools keep breaking. Berlin startup Tower just raised to solve the part of AI development everyone else skips: getting the code to actually run in production. https://t.co/JxfMgDxAL0
@thenextweb ↗
在2026年前两个月，特斯拉在中国的销量有所攀升，而比亚迪的销量则出现下滑。
Tesla's China sales climb, BYD numbers drop, first two months of 2026
这表明在中国电动汽车市场，尽管整体竞争激烈，特斯拉仍保持增长势头，而比亚迪则面临挑战，可能影响两家公司在中国市场的份额和股价表现。
Tesla's China sales climb in the first two months of 2026 while BYD numbers drop https://t.co/J9AGpk7VWI
@cnbc ↗
自2月下旬达到峰值以来，南非股市基准指数已下跌10%，主要原因是投资者在中东冲突持续之际撤离过热市场。
South Africa’s stock benchmark, fallen 10%, late February peak, Middle East conflict
中东冲突带来的不确定性和全球风险偏好的变化，导致南非等新兴市场出现资金外流，股票市场受到显著影响。
South Africa’s stock benchmark has fallen 10% since peak in late February as investors pull away from overheated markets while conflict in the Middle East drags on https://t.co/B4sffQ90Wj
@business ↗
好莱坞产业正经历裁员、整合、流媒体亏损以及创作者经济崛起带来的深刻变革，引发了业界对其是暂时困境还是长期衰退的质疑，这些挑战甚至在奥斯卡周末也蒙上了阴影。
Hollywood, layoffs, consolidation, streaming losses, creator economy, reshaping, Oscars weekend, sluggish ticket sales, shrinking film slates
传统娱乐产业模式受到多重冲击，迫使其进行结构性调整。投资者和分析师正评估这些变化是周期性调整还是行业长期趋势的转变。
Layoffs, consolidation, streaming losses and the rise of the creator economy are reshaping Hollywood, raising questions about whether the industry is just hitting a rough patch or in terminal decline https://t.co/8YwHdAm9X https://t.co/NkhiMpbCJD
@business ↗
中国网约车巨头滴滴全球在上个季度再次陷入亏损。
Didi Global, fell back into the red, last quarter
滴滴的亏损表明尽管其市场领导地位，但网约车行业仍面临盈利挑战，可能受到市场竞争、监管政策或运营成本上升等因素的影响。
德国经济部长Katherina Reiche对美国临时授权俄罗斯石油销售表示担忧，认为此举将帮助俄罗斯总统普京为乌克兰战争提供资金；同时，中国呼吁美国停止向台湾出售武器，此前有报道称特朗普本月晚些时候访问北京后可能批准一项140亿美元的军售协议。
German Economy Minister Katherina Reiche, US authorization, Russian oil sales, Vladimir Putin, China, US weapons sales, Taiwan, $14 billion deal
德国对美国为缓解国内压力而放宽对俄油制裁表示理解但担忧其对乌克兰战争的资金影响。与此同时，中国则重申了其在台湾问题上的立场，反对美国军售，表明地缘政治紧张局势的复杂性。
German Economy Minister Katherina Reiche expressed concern that temporary US authorization for Russian oil sales will help President Vladimir Putin fund his war on Ukraine
@business ↗
x402支付协议处理了1.2亿笔交易，平均交易额0.06美元，燃气费0.015美元，开销占25%；同时，Mode Network在48小时内注册了21,500个代理，拥有63,000名用户，并通过代理间商业实现了300万美元的收入。
x402 payment protocol, 120M transactions, $0.06 average tx, $0.015 gas, 25% overhead, Mode Network, 21,500 agents in 48 hours, 63,000 users, $3M agent-to-agent revenue
这些数据表明x402协议在交易量和效率方面的表现，以及Mode Network在代理商业和用户增长方面的强劲势头，显示了L2解决方案在去中心化应用中的潜力。
x402 payment protocol processing 120m transactions but average tx is $0.06 with $0.015 gas. 25% overhead. Mode Network bet the entire L2 on agent commerce. registered 21,500 agents in 48 hours. 63,000 users. Virtuals did $3m in agent-to-agent revenue through this. the unit
@aixbt_agent ↗
中国药品监督管理局已批准Neuracle Technology公司的脑植入物上市，用于治疗部分瘫痪的成年患者。
China drug regulator, Neuracle Technology, brain implant, partially paralyzed adults
中国药品监督管理局已批准Neuracle Technology公司的脑植入物上市，用于治疗部分瘫痪的成年患者，标志着该领域医疗技术的重要进展。
南非股市基准指数自二月底以来下跌了10%。
South Africa stock benchmark, 10% fall, late February
南非股市基准指数自二月底以来下跌了10%，主要原因是投资者从过热的市场中撤资以及中东冲突的持续影响。
美国股市，特别是E-mini标普500（ES）和纳斯达克100（NQ）期货，目前处于其200日移动平均线，季节性效应已触底，麦克莱伦振荡器（McLellan Oscillator）显示严重超卖状况。
US equities (ES, NQ), 200DMA, McLellan Oscillator oversold
技术分析师观察到关键的支撑位和超卖指标，表明市场短期内可能出现反弹，但需要强劲复苏才能避免进一步下跌。投资者正密切关注这些技术信号以判断市场走向。
US equities: ES + NQ both at their 200DMA again Seasonality has bottomed as per yesterday + McLellan Oscillator wildly oversold 2W candles close tonight, need a big recovery today to prevent inside bar break downs, decent probability imo Whether we get this bounce likely https://t.co/mSjfNS21b
@macrocrg ↗
香港交易所正提议放宽其上市规则。
Hong Kong Exchange, easing listing rules
此举旨在吸引更多公司在香港上市，有望通过降低首次公开募股（IPO）门槛，提振香港资本市场。市场将关注具体修订细节及其对不同类型企业的影响。
Hong Kong Exchange Proposes Easing Listing Rules https://t.co/13hWLWlHz3
@wsjmarkets ↗
由于中东战争加剧了通胀担忧，欧洲股市预计本周将录得下跌。
European shares, weekly loss, Middle East war, inflation fears
地缘政治的不稳定性及其推高能源价格的潜力，正在对欧洲投资者情绪产生负面影响，导致通胀担忧加剧并引发大范围市场下跌。市场正密切关注能源价格和央行可能的回应。
European shares set for weekly loss as Mideast war fuels inflation fears https://t.co/hzvHq1kCuX https://t.co/hzvHq1kCuX
@reutersbiz ↗
中国网约车公司滴滴全球报告称，在海外扩张努力下，其第四季度亏损4300万美元。
Didi, Q4 loss $43 million
尽管滴滴全球在国际市场有所扩张，但仍面临盈利挑战，表明其扩张策略尚未带来持续的积极财务回报。投资者将关注公司未来的盈利能力和成本控制。
Didi reports Q4 loss of $43 mln amid overseas expansion push https://t.co/0tl0AAIJqp
@reutersasia ↗
比特币（BTC）已回到其价值区域高点（VAH）和12小时云图阻力位之上，而以太坊（ETH）和Solana（SOL）也正尝试突破。
BTC, VAH, 12H cloud, ETH, SOL
技术分析表明，这些主要加密货币可能出现显著的上涨价格走势，但前提是它们能维持当前对关键阻力位的突破。交易者正密切关注这些币种在阻力位附近的表现。
BTC: back above VAH + 12H cloud Looking v good Let's see if it sticks today https://t.co/wOGzHJGOH8 [QT @MacroCRG: BTC still struggling with VAH/12H cloud resistance When we get proper acceptance into the cloud + above VAH, opens up an e2e long trade to ~$79k Until we get that break above, can't rule out a LTF rejection, price still choppy https://t.co/vGVOJrsgnu]
@macrocrg ↗
Flying Tulip的稳定币ftUSD现已在Sonic上线，提供约6%的USDC收益，初始上线规模上限为100万ftUSD，铸造和赎回费用为0.1%。
ftUSD, Sonic, ~6% yield, USDC, 1M ftUSD cap, 0.1% fees
这款新的DeFi产品为Sonic生态系统内的USDC用户提供了有激励的收益机会，有望增加该平台的流动性和实用性。其上线将为Sonic用户提供更多投资选择，并吸引更多资金流入。
The UX difference between Ethereum and Sonic never ceases to amaze me. Sonic feels like web2. [QT @flyingtulip_: Flying Tulip’s stablecoin ftUSD is now live on Sonic. ftUSD lets users earn yield on USDC (and soon USSD). Incentives / points are not live. Deposit and Earn: https://t.co/ogvxnlVhBK Current parameters: • ~6% yield • Capped launch: 1M ftUSD • Mint & redeem fees: 0.1% • https://t.co/CUPP0daJ]
@andrecronjetech ↗
沃尔玛首席执行官John Furner表示，收入低于5万美元的家庭正在入不敷出地维持开支。2月份，11%的美国小型企业将“销售不佳”列为最重要的问题，接近2020年以来的最高水平，位列第四大问题。纽约应届大学毕业生的就业市场正在恶化。然而，Johnson Redbook数据显示，最新一周的同店销售增长率仍保持在同比+6.2%的强劲水平。
Walmart CEO John Furner, households below $50,000 paycheck to paycheck, 11% US small businesses poor sales, New York job market worsening, Johnson Redbook same store sales +6.2% y/y
多项指标显示美国消费者尤其是低收入家庭面临财务压力，小型企业也感受到了销售疲软。虽然整体零售销售数据保持强劲，但劳动力市场特定群体（如纽约应届毕业生）的困境以及小型企业面临的挑战，表明经济复苏存在结构性不均衡。
The US unemployment rate is set to rise further: 11% of US small businesses reported "poor sales" as the single most important problem in February, near the highest since 2020. This ranks as the 4th-most cited problem, behind only taxes, quality of labor, and inflation. The https://t.co/qc0spGAo9h
@KobeissiLetter ↗
埃隆·马斯克和Baris Akis正在审查xAI过去的面试记录，以重新联系那些曾被拒绝或未获面试机会的有潜力候选人。
Elon Musk, Baris Akis, xAI interview history, reaching out to promising candidates
xAI正在采取非传统招聘策略，重新审视过往候选人，这可能表明该公司对特定人才的需求紧迫，或在寻求更广泛的人才库，以支持其AI研发目标。
Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.
@elonmusk ↗
香港计划对在IPO工作中存在疏忽的律师和审计师进行“点名批评”。此前，对冲基金Infini Capital Management因涉嫌违规，被卷入自2017年以来香港最大规模的金融行业突击搜查中。
Hong Kong name and shame lawyers/auditors, sloppy IPO work, Infini Capital Management, financial-industry raids since 2017
香港监管机构正在加大力度，以提升资本市场的透明度和诚信度，打击IPO环节中的不当行为。针对律师和审计师的“点名批评”以及对对冲基金的突击搜查，表明了香港维护金融市场秩序的决心，以期重建投资者信心。
Hong Kong plans to ‘name and shame’ lawyers and auditors for sloppy IPO work https://t.co/3TG7p6ZHaS
@ftchina ↗
意大利足球俱乐部Como 1907在亿万富翁所有者的支持下，通过先进的AI分析技术，正迅速攀升意甲联赛，同时也在向豪华旅游目的地转型。
Como 1907, Serie A, billionaire owners, AI analytics, luxury tourist destination
这个案例展示了AI技术在传统体育商业中的创新应用，不仅提升了球队的竞技表现，也驱动了其业务模式向多元化和高端化发展。通过结合AI和资本力量，传统产业能够实现颠覆性转型，创造新的增长点。
Backed by billionaire owners and driven by advanced AI analytics, Italian football club Como 1907 is rapidly climbing Serie A while transforming into a luxury tourist destination. https://t.co/07rXSj9ccJ
@business ↗
菲律宾军方表示，尽管市场担忧美国可能将更多火力转移到中东以应对伊朗战争，但美国在东南亚的国防资产仍在原地。美国在伊朗战争中已经消耗了“多年”的弹药储备，包括战斧巡航导弹等武器库存迅速减少，这增加了特朗普政府在冲突成本方面面临的压力。
Philippine military, US defense assets stay in SE Asia, US consumed 'years' ammunition reserves, Iran war, Tomahawk cruise missiles
美国在中东的军事行动导致其弹药储备大幅消耗，这不仅增加了冲突的财政成本，也可能影响其全球军事部署的灵活性。尽管中东战事紧张，美国仍致力于维持在东南亚的军事存在，显示其在不同战略区域的平衡考量。
【美国已在伊朗战争中消耗“多年”的弹药储备】战斧巡航导弹等武器库存迅速消耗，加大了特朗普在冲突成本上面对的压力。https://t.co/rllzJSxWBy https://t.co/ZsTfw2n4kO
@ftchinese ↗
Palantir（$PLTR）正在一个完整的政府部门中部署其软件即服务产品“Maven智能系统”。
Palantir deploying Maven Smart System (SaaS)
Palantir的AI驱动软件在政府部门的广泛部署，表明其在公共部门的市场渗透能力和合同执行进展，对公司业绩具有积极影响。
Palantir $PLTR posted this: "This is Maven Smart System—Palantir’s software as a service product that we are deploying across the entire department."
@stockmktnewz ↗
由于伊朗战争对房地产债券市场的负面影响，投资阿联酋房地产开发商债券的投资者正在蒙受损失。
UAE real estate developer bonds, losses, Iran war
伊朗战争的蔓延正在对中东地区的房地产金融市场造成冲击，导致投资者信心下降和资产价值缩水，凸显了地缘政治风险对特定资产类别的影响。
Investors who rushed to lend money to real estate developers in the United Arab Emirates are nursing losses as the Iran war hammers their bonds and threatens to stall a borrowing binge
@business ↗
尽管伊朗战争导致原油价格飙升，能源公司股价却表现平平，这表明投资者预期油价将很快回落。
Energy company shares treading water, crude soaring, investors anticipate oil prices will soon subside
能源股的滞涨表现可能反映出市场对当前油价上涨的可持续性持谨慎态度，认为其主要是地缘政治因素驱动的短期现象，而非长期基本面的改变。
Shares of energy companies are treading water as crude soars amid the Iran war, signaling that investors anticipate oil prices will soon subside
@business ↗
私营公司上市的年龄中位数从2014年的6.9年上升至2025年的11年。
Median age for private companies going public increased from 6.9 years (2014) to 11 years (2025)
这一趋势表明公司倾向于更长时间保持私有化，可能限制了公共市场获取创新机会，同时也反映了私募股权市场在提供长期资本方面的日益重要性。
Companies are staying private for longer... The number of companies listed on U.S. exchanges has decreased dramatically since 1999...
@KraneShares ↗
比特币（BTC）已回升至价值区域高点（VAH）和12小时云图阻力位上方，技术面表现良好。以太坊（ETH）和Solana（SOL）也正尝试突破，其4小时移动平均线开始向上弯曲。
BTC back above VAH + 12H cloud, ETH & SOL trying to break out, 4H MA's curling up
加密货币市场可能正迎来一波上涨行情，比特币及主要山寨币的技术指标显示出积极的突破信号，预示着潜在的价格上行空间。
BTC: back above VAH + 12H cloud Looking v good Let's see if it sticks today
@macrocrg ↗
Flying Tulip的稳定币ftUSD已在Sonic网络上线，为USDC（很快也将支持USSD）存款提供约6%的收益率，初始发行上限为100万ftUSD。
Flying Tulip’s stablecoin ftUSD is now live on Sonic, ~6% yield on USDC, capped launch: 1M ftUSD
新稳定币的推出及其提供的有吸引力收益率，为加密用户提供了新的投资机会。同时，Sonic平台被评价为具有“Web2-like”用户体验，可能吸引更多传统用户进入DeFi领域。
Flying Tulip’s stablecoin ftUSD is now live on Sonic. ftUSD lets users earn yield on USDC (and soon USSD). Incentives / points are not live. Deposit and Earn: https://t.co/ogvxnlVhBK Current parameters: • ~6% yield • Capped launch: 1M ftUSD • Mint & redeem fees: 0.1%
@flyingtulip_ ↗
根据WIRED报道，人工智能代理目前正在雇佣人类来执行现实世界中的各种任务。
AI agents are now hiring humans to carry out real-world tasks
这表明AI技术已发展到能够将部分任务委派给人类，预示着AI与人类劳动力之间出现了新的、互补的协作模式。
AI agents are now hiring humans to carry out real-world tasks, per WIRED
@unusual_whales ↗
埃隆·马斯克表示，在经历一系列员工离职导致公司不确定性后，他打算重建其AI初创公司xAI，并为过去拒绝有才华的人才而道歉，正审查公司面试记录以重新联系有潜力的候选人。
Elon Musk said he intends to rebuild his artificial intelligence startup, xAI; apologized for declining talented people
马斯克的声明揭示了AI领域激烈的人才竞争和xAI在团队建设上遇到的挑战，同时表明公司正积极调整策略以吸引和留住顶尖人才。
Many talented people over the past few years were declined an offer or even an interview @xAI. My apologies. @BarisAkis and I are going through the company interview history and reaching back out to promising candidates.
@elonmusk ↗
欧盟理事会已就简化人工智能规则达成一致立场，旨在为AI的开发和部署创建更清晰的法律框架。
EU council agrees on a position to streamline rules on AI
此协议是欧盟AI监管进程中的重要一步，预计将对全球AI产业的合规性、创新方向和市场进入产生深远影响。
EU council agrees on a position to streamline rules on AI
@financialjuice ↗
Palantir（$PLTR）正在一个美国政府/军事部门内部署其Maven智能系统，这是一款软件即服务（SaaS）产品。
Palantir $PLTR deploying Maven Smart System across the entire department
这标志着Palantir的AI驱动软件获得了重要的政府合同和广泛应用，巩固了其在国防和政府领域的关键作用，有望带来显著收入增长。
Palantir $PLTR posted this: "This is Maven Smart System—Palantir’s software as a service product that we are deploying across the entire department." https://t.co/vFjFXOeAZ2
@stockmktnewz ↗
过去两周，法国国防承包商Exail的股价飙升，原因是伊朗封闭霍尔木兹海峡，突显了市场对其海上排雷无人机的需求。
Exail shares have jumped; Iran’s closure of the Strait of Hormuz thrust mine-destroying drones into the spotlight
地缘政治紧张局势直接推高了特定防务公司的市场价值，表明投资者正在寻找在冲突中受益的行业和公司，并提升了专业军事技术的重要性。
The war in Iran has ended Canadian drivers’ nearly yearlong sojourn with lower gasoline prices ever since PM Mark Carney eliminated the country’s consumer carbon tax https://t.co/csDckOHpYM
@business ↗
私营公司上市前的中位年限从2014年的6.9年增加到2025年的11年。
Median age for private companies going public has gone up In 2014 it was 6.9 years old In 2025 it was 11 years old
这一趋势表明企业更倾向于长期保持私有化状态，这可能限制了公众投资者早期接触创新企业的机会，并改变了资本市场的投资结构。
The median age for private companies going public has gone up In 2014 it was 6.9 years old In 2025 it was 11 years old [QT @KraneShares: Companies are staying private for longer... The number of companies listed on U.S. exchanges has decreased dramatically since 1999... Are you missing out on private market innovation because of this? We believe so. Today, multiple private companies like SpaceX and Anthropic https://t.co/qHDz1wwLxl]
@stockmktnewz ↗
尽管伊朗战争导致原油价格飙升，但能源公司的股价却“原地踏步”，这表明投资者预计油价将很快回落。
Shares of energy companies are treading water as crude soars amid the Iran war, signaling that investors anticipate oil prices will soon subside
这种市场反应揭示了投资者对当前高油价可持续性的怀疑态度，认为其更多是短期地缘政治事件驱动，而非长期基本面改善，因此对能源股的反应趋于谨慎。
Shares of energy companies are treading water as crude soars amid the Iran war, signaling that investors anticipate oil prices will soon subside https://t.co/7C5jAHhnAJ
@business ↗
Tether首席执行官表示，该公司“将长期存在”，并拥有1220亿美元的美国国债作为支持，同时还推出了新的美国企业业务。
Tether CEO says company is here to stay; $122 billion in US Treasuries
Tether此举旨在向市场保证其稳定币的财务稳健性和持久性，尤其在市场对稳定币透明度和储备金日益关注的背景下，增强了投资者信心。
With support at the highest levels of government, $122 billion in US Treasuries and a new American enterprise underway, the crypto company’s billionaire CEO says Tether is here to stay. https://t.co/MkKp8bFcX4
@business ↗
在Solana平台的MONOLITH黑客松活动中，超过400个团队提交了应用程序，展现了该生态系统内活跃的开发者参与度。
Over 400 teams locked in and shipped apps for the MONOLITH hackathon on Solana
此数据表明Solana区块链平台吸引了大量开发者，预示着其生态系统在应用创新和增长方面具有强劲的潜力。
Solana devs are built different Over 400 teams locked in and shipped apps for the MONOLITH hackathon 🤯 https://t.co/uCi5DPqsRO
@solanamobile ↗
据WIRED报道，AI代理目前正积极雇佣人类来执行现实世界的任务。
AI agents hiring humans for real-world tasks
这表明人机协作模式正在演变，AI不仅自动化任务，还能协调人类劳动，这可能重塑未来的就业模式。
AI agents are now hiring humans to carry out real-world tasks, per WIRED
@unusual_whales ↗
埃隆·马斯克宣布，在一系列员工离职引发公司人员流动和发展轨迹的不确定性后，他计划重建其人工智能初创公司xAI。
Elon Musk intends to rebuild xAI; series of departures
此举表明xAI内部面临人才流失和组织稳定性的重大挑战，促使其创始人采取战略性调整。
Elon Musk said he intends to rebuild his artificial intelligence startup, xAI, after a series of departures sparked uncertainty about the company’s employee turnover and trajectory.
@business ↗
Palantir（$PLTR）正在一个完整的政府部门部署其Maven智能系统，这是一款软件即服务（SaaS）产品。
Palantir deploying Maven Smart System across entire department
此次部署意味着Palantir获得了一项重要合同，并且其AI驱动软件在公共部门运营中得到广泛应用，这可能为其未来营收带来显著增长。
Palantir $PLTR posted this: "This is Maven Smart System—Palantir’s software as a service product that we are deploying across the entire department." https://t.co/vFjFXOeAZ2
@stockmktnewz ↗
Backpack Wallet宣布其在所有网络上的兑换和桥接交易将收取0%的手续费。
Backpack Wallet 0% fees on Swaps & Bridges
此举旨在通过提供零成本交易来降低摩擦并吸引用户，这可能增加Backpack生态系统内的采用率和流动性。
Less friction, more value for Monad users ZERO % fees bridging and swapping on @Backpack [QT @Backpack: 0% Fees on Swaps & Bridges. All Networks. Less friction. More value. Only on Backpack Wallet. https://t.co/2SuHQGRaa5]
@monad ↗
Meta AI计划提供更广泛的实时内容。然而，有报道指出Meta在AI模型方面正在落后，这可能对Google有利。
Meta AI to offer broader real-time content; falling behind in AI models
Meta致力于扩展其实时AI功能，但其在基础AI模型竞争中的落后引发了对其长期竞争力的担忧。市场普遍认为，AI模型的领先地位对于科技巨头至关重要。
Meta Is Falling Behind in AI Models. Its Loss Could Be Google’s Gain, Report Says. https://t.co/a0dPJ1lDUC
@barronsonline ↗
Adobe将支付约1.5亿美元，以和解美国监管机构对其订阅服务取消流程过于困难的指控。
Adobe to pay $150 million settlement
这项和解协议对Adobe来说是一笔显著的财务支出，也凸显了监管机构对消费者保护的日益关注，特别是针对在线订阅服务的透明度和便捷性。此举可能促使其他SaaS公司重新审视其订阅取消政策。
Adobe will pay about $150 million to settle a complaint from US regulators that the creative software company made it too difficult for consumers to cancel their subscriptions https://t.co/zWHuB9RIpK
@business ↗
欧洲央行执行委员会成员Piero Cipollone在Morning Ireland节目中讨论了数字欧元的进展。
ECB Executive Board member discusses digital euro progress
欧洲央行持续推进数字欧元的研发和讨论，表明其致力于探索央行数字货币（CBDC）的可能性。此次讨论可能涵盖技术实现、政策影响和公众接受度等方面，对未来货币体系具有潜在影响。
Earlier this week, Executive Board member Piero Cipollone joined Morning Ireland to discuss the progress on the digital euro. Listen here https://t.co/c0NRKrOv0f @rte https://t.co/RPuP9IaVfK
@ecb ↗
埃隆·马斯克宣布，在一系列员工离职后，他打算重建自己的人工智能初创公司xAI。
Elon Musk to rebuild xAI after departures
这表明尽管内部面临挑战，马斯克仍致力于AI业务，对xAI未来的发展轨迹产生影响。
Elon Musk said he intends to rebuild his artificial intelligence startup, xAI, after a series of departures sparked uncertainty about the company’s employee turnover and trajectory.
@business ↗
BuzzFeed报告称2025年亏损5700万美元，并对其业务能否存续抱有“重大怀疑”。
BuzzFeed reports $57M loss in 2025; 'substantial doubts' about survival
这表明该数字媒体公司面临严重的财务困境。
BREAKING: BuzzFeed reports loss of $57 million in 2025, has “substantial doubts” the business can survive.
@polymarket ↗
Carvana (CVNA) 宣布了一项1拆5的股票分割计划，已获得董事会批准。
Carvana (CVNA) announces 5-for-1 stock split
此举旨在使股票对更广泛的投资者更具吸引力，通常在股价显著上涨后进行。
Carvana $CVNA just announced a 5:1 stock split https://t.co/L1FrrpAmdx
@stockmktnewz ↗
Adobe将支付约1.5亿美元，以和解美国监管机构关于其故意设置订阅取消流程的投诉。
Adobe to pay $150M settlement for difficult subscription cancellations
这表明监管机构对在线服务中“暗模式”的审查，以及Adobe因此面临的巨额罚款。
Adobe will pay about $150 million to settle a complaint from US regulators that the creative software company made it too difficult for consumers to cancel their subscriptions
@business ↗
尽管中东战争、收益率上升、油价上涨以及私人信贷困境并存，本周美国投资级债券销售额仍接近纪录水平。
US investment-grade bond sales near record this week
这表明企业融资需求强劲，以及部分债券市场展现出韧性，可能与地缘政治和宏观经济担忧脱钩。
Middle East war. Rising yields and oil prices. Private credit distress. It barely seemed to matter for corporate borrowers this week as US investment-grade bond sales came close to yet another record.
@business ↗
Atlassian (TEAM) 裁员1600人，其股价从2021年峰值下跌了84%。
Atlassian (TEAM) cuts 1,600 jobs; stock down 84% from 2021 peak
这凸显了一家主要软件公司面临的重大裁员和股价表现不佳，反映了SaaS行业面临的更广泛挑战。
The 'SaaSpocalypse' just claimed 1,600 Atlassian jobs. Five months ago, the CEO said they'd employ more engineers in the future, not fewer. The stock is down 84% from its 2021 peak.
@thenextweb ↗
过去24小时内，约2.8685亿美元的加密货币空头头寸被清算。
~$286.85M crypto short positions liquidated in 24h
这表明市场波动剧烈，价格快速变动使许多空头投资者措手不及，预示着强劲的上涨趋势或急剧反弹。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
比特币自去年10月以来已跌去近一半价值，有迹象表明抛售可能正进入最后阶段。
Bitcoin lost almost half its value since October
这描述了比特币的显著价格回调，以及市场可能触底的潜在信号，反映了高波动性和投资者不确定性时期。
Bitcoin has lost almost half its value since October, and a set of indicators that have historically marked the end of past downturns suggest the selloff could be entering its final phase, according to a crypto fund manager
@business ↗
欧洲央行执行委员会委员Piero Cipollone在《爱尔兰早间新闻》中讨论了数字欧元的进展。
ECB's Piero Cipollone discusses digital euro progress
这凸显了中央银行对央行数字货币（CBDC）的持续探索和沟通。
Earlier this week, Executive Board member Piero Cipollone joined Morning Ireland to discuss the progress on the digital euro. Listen here https://t.co/c0NRKrOv0f @rte https://t.co/RPuP9IaVfK
@ecb ↗
Backpack Wallet正在所有网络上提供零手续费的兑换（swaps）和跨链桥接（bridges）服务。
Backpack Wallet offers 0% fees on swaps & bridges
这是加密生态系统中的一项竞争性举措，旨在通过降低交易成本来吸引用户。
Less friction, more value for Monad users ZERO % fees bridging and swapping on @Backpack [QT @Backpack: 0% Fees on Swaps & Bridges. All Networks. Less friction. More value. Only on Backpack Wallet. https://t.co/2ZuHQGRaa5]
@monad ↗
凯茜·伍德的ARK Invest发布了一份讨论比特币和量子计算的白皮书。
ARK Invest publishes white paper on Bitcoin and quantum computing
这份白皮书探讨了两种颠覆性技术的交集及其潜在的未来影响。
Cathie Wood's ARK Invest publishes a white paper on Bitcoin and quantum computing. https://t.co/0AAL51hsiY
@thestreet ↗
密歇根大学3月消费者信心指数初值跌至55.5，为三个月低点，主要原因是市场对伊朗战争导致汽油价格上涨感到担忧。
University Michigan Sentiment Prelim Actual 55.5 (Forecast 54.8), Previous 56.6
消费者情绪受到中东冲突和能源价格上涨的显著影响，显示地缘政治紧张局势对国内经济信心造成压力。此前消费者情绪曾有所好转，但战争爆发后信心迅速回落。
The preliminary March University of Michigan consumer sentiment index fell to 55.5, reflecting growing consumer concerns amid the onset of conflict in Iran. University of Michigan Surveys of Consumers Director Joanne Hsu explains
@bloombergtv ↗
Meta AI宣布将提供更广泛的实时内容，扩展其AI模型的能力和应用范围。
Meta AI will offer a broader range of real-time content
此举是Meta提升其AI产品竞争力、应对市场挑战的关键一步，旨在通过提供更丰富的实时信息来增强用户体验和平台吸引力。此消息与有报道称Meta在AI模型方面落后于竞争对手形成对比。
Meta AI will offer a broader range of real-time content. $META
@financialjuice ↗
民主党参议员正在对八家AI公司的数据中心进行调查，关注其运营和潜在影响。
Democratic Senators probe into 8 AI companies on data centres
这表明立法者对AI公司的数据处理和基础设施建设日益关注，可能预示着未来AI行业将面临更严格的监管审查和政策调整，特别是在数据隐私和能耗方面。
Democratic Senators probe into 8 AI companies on data centres.
@financialjuice ↗
市场分析指出，如果伊朗冲突持续，芯片制造商将面临关键原材料短缺的风险。
Chip makers face a looming shortage of a key ingredient if the Iran conflict drags on
中东地缘政治紧张局势对全球科技供应链构成直接威胁，可能影响芯片生产和整个科技行业的稳定性。这提醒了市场关注供应链的脆弱性以及地缘政治事件的连锁反应。
Chip makers face a looming shortage of a key ingredient if the Iran conflict drags on
@marketwatch ↗
Hims股价本周有望创下有史以来最佳表现，此前与Novo建立的合作关系重燃了市场对该公司在减肥药物领域前景的乐观情绪。
Hims shares are on pace for their best week on record as a new partnership with Novo fuels fresh optimism about the company’s future in weight-loss drugs
此次合作被视为Hims进军高增长减肥药物市场的重要战略举措，市场对其增长潜力反应积极，凸显了减肥药市场巨大的吸引力以及公司战略转型带来的价值。
Hims shares are on pace for their best week on record as a new partnership with Novo fuels fresh optimism about the company’s future in weight-loss drugs
@business ↗
Adobe将支付约1.5亿美元，以解决美国监管机构对其订阅服务取消流程过于复杂的投诉。
Adobe will pay about $150 million to settle a complaint from US regulators
此次和解突显了监管机构对消费者订阅服务透明度和便捷性的关注，可能促使其他SaaS公司重新评估其取消政策，以避免类似的法律风险和罚款。这反映了消费者权益保护在新经济模式下的重要性。
Adobe will pay about $150 million to settle a complaint from US regulators that the creative software company made it too difficult for consumers to cancel their subscriptions
@business ↗
古巴总统证实，古巴共产主义政府已开始与美国前总统特朗普进行谈判，但警告达成协议需要时间。
Cuba’s president confirms the communist government has began negotiations with Trump
此谈判可能预示着古巴与美国关系解冻的潜在机会，尽管未来走向仍存在不确定性，但已是两国关系中的一项重要外交进展。白宫官员也表示，特朗普认为两国领导人应该达成协议。
JUST IN: Cuba’s president confirms the communist government has began negotiations with Trump.
@polymarket ↗
加密货币恐惧与贪婪指数跌至15/100，处于“极端恐惧”水平（CNN数据显示为25/100）。
Crypto Fear & Greed Index: 15/100 - Extreme Fear; Fear & Greed Index: 25/100 - Fear/Greed - CNN
该指数反映了市场当前情绪的极度悲观，通常在市场底部出现极端恐惧。这种情绪可能预示着潜在的反弹机会，但也可能表明投资者信心面临严重挑战。
Crypto Fear & Greed Index: 15/100 - Extreme Fear
@financialjuice ↗
过去24小时内，加密货币市场约有2.8685亿美元的空头头寸被清算。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
大规模空头清算通常发生在价格突然上涨时，迫使空头平仓，从而进一步推动价格上涨。这可能表明市场经历了一次强劲的反弹或轧空行情，对看空者造成了巨大损失。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
以太坊基金会（EF）董事会发布了新的EF任务授权（EF Mandate）文件，重申了以太坊的承诺和EF在该生态系统中的角色。
EF Mandate released; Reaffirms the promise of Ethereum, and the role of EF
这一文件旨在为以太坊社区提供清晰的方向和愿景，强化其独特的地位和发展路径。虽然内容可能对许多人来说并不意外，但其发布仍被视为巩固以太坊核心原则和未来路线图的重要一步。
This is the new EF Mandate. For many of you, the contents should be no surprise, and a clarification along the lines that we have been going and thinking for the past few months. But the clarification is nevertheless worth making. Ethereum is a unique object and has a unique
@vitalikbuterin ↗
Clanker已在BNB Chain上线，允许用户部署代币并进入BNB生态系统。
clanker is now live on @BNBCHAIN
这一上线为BNB Chain生态系统带来了新的资产和叙事，扩展了其DeFi和代币发行能力。用户可以通过移动交易终端等方式，便捷地参与到BNB生态中。
clanker is now live on @BNBCHAIN try with mobile trading terminals like @bitgetwallet deploy tokens launch into the bnb ecosystem new assets. new narratives. clank clank (on bnb)
@clanker_world ↗
亚马逊（AWS）将采用Cerebras的巨型芯片来运行其AI模型，旨在显著提升云端AI推理的速度和性能。
Amazon (AWS), Cerebras giant chips, AI models, AI inference speed and performance
此举凸显了大型AI模型对专业硬件的日益增长的需求，以及行业对更高AI性能的追求。AWS与Cerebras的合作预示着云端AI服务将迎来新的性能标准。
AWS and Cerebras' collaboration aims to set a new standard for AI inference speed and performance in the cloud. $AMZN
@financialjuice ↗
民主党参议员正在对8家AI公司的数据中心进行调查，这表明了对该行业日益增长的监管审查。
Democratic Senators, probe, 8 AI companies, data centres
此举可能涉及数据隐私、能源消耗或市场竞争等方面，预示着AI公司未来将面临更严格的监管环境。该调查也反映了政府对AI行业快速发展所带来影响的关注。
Democratic Senators probe into 8 AI companies on data centres.
@financialjuice ↗
一位开发者利用AI模型辅助KiCad进行PCB（印刷电路板）设计编辑，通过LLM阅读布局规则并与PCB设计编辑器API进行交互。
AI helping KiCad, PCB design editor, LLM, API interaction
这展示了AI，特别是大型语言模型，在复杂工程和设计任务中的实际应用能力，表明AI正在通过与现有工具交互来加速专业领域的工作流程，预示着AI技术在设计自动化领域的“起飞”。
these LLMs are qualitatively different It is just laying things out and teaching me by actually just interacting with the kicad API after reading the kicad code we are very much in the takeoff now
@yacinemtb ↗
SpaceX成功从加利福尼亚发射Falcon 9火箭，将25颗Starlink卫星送入轨道。
Falcon 9, 25 Starlink satellites
此次成功发射进一步扩大了Starlink的卫星网络，增强了全球互联网覆盖能力，是SpaceX在商业航天领域的持续进展。
Watch Falcon 9 launch 25 @Starlink satellites to orbit from California https://t.co/CD1tcNvecD
@spacex ↗
BuzzFeed报告称2025年亏损5700万美元，并对其业务能否持续经营存在“重大疑虑”。
BuzzFeed loss of $57 million in 2025, 'substantial doubts' the business can survive
这一财务报告表明数字媒体公司BuzzFeed正面临严峻的财务困境，其未来的生存能力受到严重质疑。这可能对公司股价和数字媒体行业的信心造成负面影响。
BREAKING: BuzzFeed reports loss of $57 million in 2025, has “substantial doubts” the business can survive.
@polymarket ↗
Carvana ($CVNA) 宣布其董事会已批准进行1股拆5股的股票分拆。
Carvana ($CVNA) 5:1 stock split
此次股票分拆旨在降低每股价格，使其更容易被投资者接触，也可能为员工激励计划提供便利，此前该公司股价经历了多年来的大幅上涨。分拆通常不会改变公司基本面，但可能影响市场流动性和投资者情绪。
Carvana’s board approved a 5-for-1 stock split, a move to bring down the automotive retailer’s lofty share price following a staggering multiyear rally from the depths of the pandemic
@business ↗
Charles Schwab ($SCHW) 宣布其平台上的客户资产总额已达到12.22万亿美元，同比增长19%。
Charles Schwab ($SCHW) $12.22 trillion of client assets, up 19% YoY
尽管经济方向和中东战事存在不确定性，Charles Schwab的客户资产仍实现了强劲增长，表明零售投资者保持了较高的参与度。这反映出公司在其业务领域内的持续吸引力。
Charles Schwab $SCHW said today it now has a total of $12.22 trillion of client assets on its platform up 19% YoY
@stockmktnewz ↗
大众汽车在2026年初重夺中国汽车市场销售头把交椅，超越了比亚迪，原因是电动汽车补贴逐渐取消对销量产生了影响。
Volkswagen reclaimed top spot in China's auto market in early 2026, overtaking BYD, EV subsidies fading
这一市场排名的变化表明中国电动汽车市场的竞争格局正在重新洗牌，电动汽车补贴政策的调整对销量产生了显著影响。传统汽车制造商在补贴退坡后可能重获部分市场优势。
Volkswagen reclaimed the top spot in China's auto market in early 2026, overtaking BYD as fading EV subsidies impacted sales, according to the China Passenger Car Association https://t.co/9Hj6F9wK10 https://t.co/InFc87UKbj
@reutersbiz ↗
Adobe将支付约1.5亿美元，以解决美国监管机构对其创意软件公司订阅服务取消流程过于困难的投诉。
Adobe to pay about $150 million to settle a complaint from US regulators
这笔和解金凸显了监管机构对消费者权利的保护日益加强，特别是在订阅服务取消流程方面的透明度和便捷性。此案可能为其他软件公司在设计订阅模式时树立一个先例。
Adobe will pay about $150 million to settle a complaint from US regulators that the creative software company made it too difficult for consumers to cancel their subscriptions
@business ↗
日本今日在东京接待不丹首相Tshering Tobgay，并举行了首脑会谈，欢迎其八年来的首次访日。
Japan, Bhutan Prime Minister Tshering Tobgay, Tokyo, summit meeting, first visit in 8 years
此次高层会晤旨在深化日本与不丹之间的双边关系，尤其是在不丹首相8年来首次访日的背景下。这反映了两国在地区合作和外交上的持续努力。
本日、ブータンのツェリン・トブゲー首相@tsheringtobgayを東京にお迎えし、首脳会談を行いました。トブゲー首相の８年ぶりの訪日を心から歓迎します。 https://t.co/ZsXVGhA2dw
@takaichi_sanae ↗
在过去24小时内，约有2.8685亿美元的加密货币空头头寸被清算。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
大规模的空头清算通常表明市场经历了剧烈的价格上涨，导致大量做空投资者被迫平仓。这预示着市场存在强劲的看涨势头或出现了空头挤压，可能进一步推动价格上涨。
~$286.85M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
比特币 ($BTC) 在今日全天保持在7.3万美元的水平。
$BTC 73k all day
比特币在这一高位保持稳定，表明市场情绪积极，尽管存在地缘政治不确定性。这种稳定性可能吸引更多投资者，并巩固其作为数字黄金的地位。
73k all day. $BTC
@scottmelker ↗
比特币自去年10月以来已损失近一半的价值，但有分析师指出，多项历史指标表明此次抛售可能已接近尾声。
Bitcoin lost almost half its value since October, selloff could be entering its final phase
尽管比特币经历了显著的回调，但技术分析和历史数据表明市场可能正在触底反弹。这一信号可能预示着比特币和其他加密货币即将进入新的上涨周期。
Bitcoin has lost almost half its value since October, and a set of indicators that have historically marked the end of past downturns suggest the selloff could be entering its final phase, according to a crypto fund manager https://t.co/AgoIaAeQre
@business ↗
加密货币恐惧与贪婪指数先是报告为15/100，处于“极度恐惧”区域，随后修正为25/100，进入“恐惧/贪婪”区间。
Crypto Fear & Greed Index: 15/100 - Extreme Fear, then 25/100 - Fear/Greed
指数的快速变化表明市场情绪在短时间内经历了一次从极度悲观到略有恢复的波动。尽管情绪仍偏向恐惧，但较极度恐惧有所改善，反映了市场对当前事件的敏感反应和不确定性。
Fear & Greed Index: 25/100 - Fear/Greed - CNN https://t.co/kCVtYBlxhP
@financialjuice ↗
巴克莱银行预计，美联储将在2026年9月和2027年3月各降息25个基点，这与此前预测的今年6月和9月降息有所不同。一项针对33位经济学家的调查显示，所有人都预计加拿大央行将在3月18日维持隔夜利率在2.25%不变，其中25位经济学家预计加拿大央行将保持利率不变直至2026年。瑞银资产管理认为市场对英格兰银行和欧洲央行加息的预期过高。路透社的一项调查显示，尽管通胀威胁加剧，但经济学家预计欧洲央行今年将维持利率不变。
Fed rate cut forecast (Sept 2026, Mar 2027), BoC rate hold 2.25% (Mar 18), BoC rates hold through 2026, BOE/ECB rate hike positioning, ECB rates on hold this year
主要央行的货币政策路径正在被重新评估，地缘政治冲突和通胀压力使得降息时间点更加不确定。尽管一些市场人士仍预期降息，但分析师普遍认为央行将采取更为谨慎的立场，尤其是欧洲央行，预计今年将维持利率不变以应对通胀挑战。
Barclays expects the US Fed to deliver two 25 bps rate cuts each in September 2026 and March 2027 vs the prior forecast of cuts in June and September this year.
@financialjuice ↗
加拿大经济在2月份流失了8.4万个就业岗位，导致失业率飙升至6.7%。预计今年加拿大经济有32%的可能性陷入衰退。受就业数据不佳影响，加拿大元兑美元跌至10天低点，市场对加息的押注降温。加拿大总理卡尼指出，美国的贸易行动正导致加拿大经济发生重大调整。
Canada 84,000 jobs lost (Feb), unemployment rate 6.7%, 32% recession chance, CAD 10-day low
加拿大的劳动力市场表现疲软，失业率显著上升，增加了经济衰退的风险。这一趋势也反映在加元的走弱上，市场普遍预计加拿大央行将维持现有利率不变，避免进一步收紧政策。美国的贸易政策也对加拿大经济调整造成影响。
BREAKING: Canada’s economy loses 84,000 jobs in February, as unemployment rate soars to 6.7% 32% chance of a Canada recession this year. https://t.co/XeNieCwJ4K
@polymarket ↗
ServiceNow首席执行官表示，由于AI技术的发展，新大学毕业生的失业率可能“轻易”达到30%至35%的范围。与此同时，美国民主党参议员正对8家AI公司的数据中心进行调查。
ServiceNow CEO, mid-30% range for new grad unemployment, AI impact, Democratic Senators probe, 8 AI companies, data centers
AI技术对劳动力市场的冲击，特别是对新入职人才的影响，正成为业界关注的焦点，并引发了对AI伦理和就业保障的担忧。政府层面也已开始关注AI公司的运营，预示着未来可能出台更严格的监管措施。
JUST IN: ServiceNow CEO says unemployment for new college grads could "easily" reach the mid-30% range due to AI.
@polymarket ↗
多篇新的AI研究论文发布，包括《Spatial-TTT》、《IndexCache》、《ShotVerse》、《DVD（基于生成先验的确定性视频深度估计）》和《Mobile-GS（移动设备实时高斯泼溅）》。此外，开源工具Defuddle现在能返回带有时间戳、章节和良好说话人分离的YouTube视频文字记录。一位开发者还通过AI辅助Kicad软件进行电路板布局分组。
Spatial-TTT, IndexCache, ShotVerse, DVD, Mobile-GS papers, Defuddle YouTube transcripts, Kicad AI grouping, climate scientists using AI
AI研究在空间智能、视频处理和移动设备优化方面持续取得进展，同时开源工具的成熟使得AI能力能够更好地赋能个人和专业应用。这些进展表明AI在图像、视频和设计等领域的实用性日益增强，并可能进一步推动跨领域的创新。
It is truly the age of open source [QT @kepano: Defuddle now returns Youtube transcripts! Paste a YouTube link into defuddle.md to get a markdown transcript with timestamps, chapters, and pretty good diarization! ...or if you just want to read it, try the new Reader mode in Obsidian Web Clipper powered by Defuddle. https://t.co/bOuPONj6yu]
@garrytan ↗
大众汽车重新夺回中国汽车销量榜首，而比亚迪（BYD）则跌至第四位，原因是电动汽车补贴逐渐取消。比亚迪计划在欧洲推出一款可在数分钟内完成充电的新型高端电动汽车。
Volkswagen top in China auto sales, BYD 4th, BYD new EV in Europe
中国电动汽车补贴政策的调整正在重塑市场格局，传统汽车巨头大众汽车重新占据主导地位，而本土电动车品牌比亚迪则面临挑战。比亚迪转向欧洲高端市场，表明其寻求新的增长点以应对国内竞争加剧和政策变化。
Volkswagen reclaims top spot in China car sales, BYD falls to fourth as EV subsidies fade https://t.co/PivUPBny6q
@reutersasia ↗
伊朗战争升级导致埃克森美孚和其他能源股本周上涨。自伊朗冲突爆发以来，标普500指数中有15只股票实现两位数增长。然而，万豪（Marriott）及其他酒店股在伊朗战争期间下跌。通常被视为防御性板块的医疗保健和消费必需品股票在此次危机中表现不佳。纳斯达克一项新的拟议规则可能使世界最热门股票的市场风险更高。
Exxon/Energy stocks rise, 15 S&P 500 stocks up double-digits, Marriott/Hotel stocks tumble, Healthcare/Consumer Staples underperforming, Nasdaq proposed rule
地缘政治冲突对不同行业板块产生显著差异化影响。能源股受益于油价飙升，而酒店等受旅行限制影响的行业则表现疲软。防御性板块未能提供预期避险功能，表明当前市场环境的复杂性。纳斯达克的新规可能进一步加剧市场波动性。
15 stocks in the S&P 500 showing double-digit gains since the attack on Iran began https://t.co/hlI3bP1TtS
@marketwatch ↗
Vivid Seats的债务在其财报不及预期并预测本财年业绩将更差后，进一步陷入困境。Leo Pharma已邀请投资银行参与其潜在的首次公开募股（IPO）事宜。星巴克工会提出新的合同方案，并正与公司合作恢复谈判。前苹果高管Peter Stern正试图通过重新聚焦跑步机、订阅和新营销策略来挽救Peloton。
Vivid Seats debt, Leo Pharma IPO, Starbucks contract, Peloton turnaround
公司层面，Vivid Seats面临业绩下滑和债务危机，而Leo Pharma则寻求通过IPO获取增长资本。星巴克和Peloton分别在劳资关系和业务转型方面面临挑战，这些事件凸显了企业在复杂市场环境下运营和治理的难度。
Vivid Seats's debt sank further into distressed territory after the ticket reseller reported earnings that missed estimates and guided for even weaker results this year https://t.co/UNEK1I90HL
@business ↗
墨西哥、巴西和哥伦比亚发表联合声明，呼吁暂停伊朗战争并进行外交谈判，理由是全球经济影响和能源价格上涨。意大利外交部否认了关于与伊朗谈判以重新开放霍尔木兹海峡的报道。不丹首相策林·托布杰访问东京举行峰会。巴西撤销了一名计划会见前总统博索纳罗的美国官员的签证。格陵兰岛与美国进行高风险外交谈判的代表正在卸任。瑞士认为与欧盟的稳定关系是“战略必要”。欧盟正接近克服黑山加入的独特障碍——事实上使用欧元。波兰总理图斯克誓言将使用欧盟国防贷款，尽管总统否决。
Mexico, Brazil, Colombia joint statement; Italy Foreign Ministry denial; Bhutan PM Tokyo visit; Brazil US official visa; Greenland Foreign Minister; Switzerland EU relations; Montenegro EU bid; Poland EU defense loans
面对伊朗战争升级的威胁，国际社会普遍呼吁通过外交途径解决冲突，并对战争的经济影响表示担忧。尽管一些国家正寻求区域合作，但欧洲内部在防务和一体化方面仍存在分歧。巴西撤销美方官员签证以及格陵兰岛官员离职等事件，反映出地区政治和外交关系中的复杂性和不确定性。
Mexico, Brazil and Colombia issued a joint statement urging a pause in the Iran war and calling for diplomatic negotiations, citing the global economic fallout and rising energy prices https://t.co/yiOlLVIfo1
@business ↗
加密货币恐惧与贪婪指数显示市场处于“极度恐惧”状态，数值为15/100（或根据不同来源为25/100）。自去年10月以来，比特币已下跌近一半，但有指标显示此次抛售可能已进入最后阶段。比特币ETF资金流已趋于稳定，但其对价格回报的解释力低于整体时期，暗示非ETF销售是下跌的主要驱动因素。
Crypto Fear & Greed Index 15/100 (or 25/100), Bitcoin lost half value since Oct, Bitcoin ETF flows stabilized
加密货币市场当前情绪悲观，比特币在经历大幅下跌后可能接近底部。尽管机构ETF资金流趋于稳定，但并未完全抵消其他抛售压力，这表明市场仍在消化外部因素的影响。投资者仍需关注更广泛的资金流动和宏观经济背景。
Crypto Fear & Greed Index: 15/100 - Extreme Fear https://t.co/kCVtYBlxhP
@financialjuice ↗
Backpack平台现在所有网络上的兑换和桥接服务均提供0%费用。Clanker已在BNBCHAIN上线，允许在该生态系统中部署代币和新资产。Pump.fun推出了“代币化代理自动回购”功能，以连接代理成功与人类机会。Avalanche ($AVAX) 已通过Sunrise在Solana ($SOL) 上线。
Backpack 0% fees (swaps/bridges), Clanker on BNBCHAIN, Pump.fun Automated Buybacks, AVAX on Solana via Sunrise
DeFi领域正通过降低交易成本、增强跨链互操作性以及引入创新机制来提升用户体验和市场活力。例如，AVAX在Solana上线和Backpack的零费率政策，都旨在促进更大范围的资产流动和生态整合。这些技术进步有望吸引更多用户并催生新的应用场景。
NEW: $AVAX GOES LIVE ON SOLANA $SOL VIA SUNRISE
@scottmelker ↗
民主党参议员们正在对8家AI公司的数据中心进行调查。
Democratic Senators probe into 8 AI companies on data centres
此举表明美国政府对AI行业基础设施的日益关注，可能预示着未来在数据隐私、能源消耗或市场集中度方面的监管加强。
Democratic Senators probe into 8 AI companies on data centres.
@financialjuice ↗
印度主要航空公司印地高（IndiGo）鉴于伊朗危机，已对其航班征收燃油附加费。
India's IndiGo introduces fuel charge on flights amid Iran crisis
此举直接将上涨的燃油成本转嫁给消费者，反映了航空业在地缘政治事件和商品价格波动面前的脆弱性，并可能影响乘客需求和盈利能力。
India's IndiGo introduces fuel charge on flights amid Iran crisis https://t.co/fF8DhlOvVb
@reutersasia ↗
以太坊基金会（Ethereum Foundation）发布了《EF使命宣言》（EF Mandate），重申了以太坊的承诺并界定了基金会在生态系统中的作用。
Ethereum Foundation released the EF Mandate
这项宣言阐明了以太坊的战略方向和基本原则，为未来的发展和治理提供了更新的愿景，有助于指导其社区和未来的创新。
This is the new EF Mandate. For many of you, the contents should be no surprise, and a clarification along the lines that we have been going and thinking for the past few months. But the clarification is nevertheless worth making. Ethereum is a unique object and has a unique [QT @ethereumfndn: Today, the Foundation’s Board released the EF Mandate. This document, which was first intended for EF members, reaffirms the promise of Ethereum, and the role of EF within this ecosystem.]
@vitalikbuterin ↗
Clanker项目现已在BNBCHAIN上线。
Clanker is now live on BNBCHAIN
这一项目上线扩展了BNBCHAIN的生态系统，为用户带来了新的资产和叙事，或将推动该链上的活动和用户参与度。
clanker is now live on @BNBCHAIN try with mobile trading terminals like @bitgetwallet deploy tokens launch into the bnb ecosystem new assets. new narratives. clank clank (on bnb) https://t.co/X9S6kuOuwj
@clanker_world ↗
亚马逊将使用Cerebras的巨型芯片及其Trainium处理器来运行AI模型。
Amazon $AMZN will use Cerebras giant chips to help run AI models
亚马逊决定将Cerebras的巨型芯片与其自研的Trainium处理器结合，以提升AI模型的运行效率和性能，旨在云计算领域树立AI推理速度的新标准。
AWS and Cerebras' collaboration aims to set a new standard for AI inference speed and performance in the cloud. $AMZN
@financialjuice ↗
谷歌投资了一家AI动画工作室，专门为儿童制作YouTube视频，而这距YouTube CEO宣布“打击AI低质内容”仅一个月。
Google invests in AI animation studio to make YouTube videos for kids, just one month after YouTube CEO announced a 'crackdown on AI slop'
谷歌在YouTube CEO宣布“打击AI低质内容”仅一个月后，投资了一家AI动画工作室制作儿童视频，这体现了对AI生成内容采取了区分对待的策略，即区分高质量创作与低质产出。
JUST IN: Google invests in AI animation studio to make YouTube videos for kids, just one month after YouTube CEO announced a "crackdown on AI slop."
@polymarket ↗
波音正在维修多达25架未交付的737 Max客机的受损线路，这将扰乱近期交付计划。
Boeing is repairing damaged wiring in as many as 25 undelivered 737 Max jets, disrupting near-term deliveries
波音公司面临多达25架737 Max客机的交付延迟，原因是需要维修受损线路，这直接影响了其生产和交付进度，对公司运营构成挑战。
Boeing is repairing damaged wiring in as many as 25 undelivered 737 Max jets, disrupting near-term deliveries of the aircraft, sources said https://t.co/BkRlUwdD8R
@business ↗
自伊朗战争爆发以来，散户每周股票购买量下降了30%，上周ETF资金流入下降了22%。
Retail equity weekly purchases are down -30% since the start of the Iran war. Furthermore, ETF inflows dropped -22% last week
伊朗战争爆发以来，散户的每周股票购买量骤降30%，尽管2月份零售购买量创下历史第三高，但上周ETF资金流入也下降了22%，这些数据表明散户投资者情绪可能已显疲态。
Are retail investors getting exhausted? Retail equity weekly purchases are down -30% since the start of the Iran war. This comes after February was the 3rd-highest month on record for retail purchases. Furthermore, ETF inflows dropped -22% last week, following 3-months of https://t.co/eI5KNX4X7O
@kobeissiletter ↗
印度政府消息人士称，印度将因报价低于最低要价而取消IDBI银行多数股权的招标。
India to scrap the bids it received for a majority stake in IDBI Bank as the amounts were below the minimum price sought
由于收到的报价未达到最低价格要求，印度预计将取消对IDBI银行多数股权的招标，这可能导致该国有银行的私有化进程受阻。
India is set to scrap the bids it received for a majority stake in IDBI Bank as the amounts were below the minimum price sought, sources say https://t.co/ixXi4B4vOe
@business ↗
Avalanche（$AVAX）通过Sunrise协议在Solana（$SOL）上正式上线。
$AVAX GOES LIVE ON SOLANA $SOL VIA SUNRISE
Avalanche通过Sunrise在Solana生态系统上线，标志着两大区块链平台之间的跨链互操作性取得了重要进展，有望扩展各自的效用和覆盖范围。
NEW: $AVAX GOES LIVE ON SOLANA $SOL VIA SUNRISE
@scottmelker ↗
自去年10月以来，比特币价值已下跌近一半，但有指标显示此次抛售可能正进入最后阶段。
Bitcoin has lost almost half its value since October, and a set of indicators that have historically marked the end of past downturns suggest the selloff could be entering its final phase
比特币自去年10月以来已跌去近半价值，但一位加密基金经理指出，历史指标表明此次抛售可能已接近尾声，暗示市场可能即将触底回升。
Bitcoin has lost almost half its value since October, and a set of indicators that have historically marked the end of past downturns suggest the selloff could be entering its final phase, according to a crypto fund manager https://t.co/AgoIaAeQre
@business ↗
Callshot，一款基于Solana的实时体育预测应用已上线，允许用户在比赛期间回答快速问题。
Callshot is a live sports prediction app on Solana
一款名为Callshot的实时体育预测应用已在Solana区块链上推出，其独特的“大逃杀”式模式吸引用户在比赛中实时互动，回答快速问题。
What if sports predictions turned into a battle royale? @trycallshot is a live sports prediction app on Solana where you enter a room, answer quick-fire questions during a match, and survive. Get one wrong and you're out. [QT @trycallshot: Waitlist is live. Callshot exists to shift the paradigm of fantasy sports designed for a new generation of fans powered by @solana @privy @worldlibertyfi @moonpay @near_intents Join the waitlist to win World Cup tickets, NBA playoff tickets, and more. https://t.co/Bnu4HxIlps]
@solana ↗
Pumpfun推出了“代币化代理自动回购”功能，旨在加速链上“代理经济”发展。
Pumpfun launched "Automated Buybacks for Tokenized Agents"
Pumpfun已推出“代币化代理自动回购”功能，作为构建链上“代理经济”的第一步，旨在弥合代理成功与人类机会之间的差距，推动加密领域自动化经济的发展。
more than memes [QT @Pumpfun: Onchain Agents are taking over, and we’re building tools to accelerate the Agentic Economy on Pump fun The first step: Automated Buybacks for Tokenized Agents - our solution to bridge the gap between agentic success and human opportunity Live now, here's how it works 👇 https://t.co/t5pWRGegmR]
@mdudas ↗
欧盟委员会计划暂停部分免税糖进口至少一年，以稳定欧盟内部糖价。
European Commission is set to suspend some duty-free sugar imports for “at least a year” to help stabilize prices
此举旨在通过减少供应来支撑欧洲糖价，是欧盟应对商品价格波动的一项政策调整。
The European Commission is set to suspend some duty-free sugar imports for “at least a year” to help stabilize prices within the bloc https://t.co/vc3dmqxqqe
@business ↗
ServiceNow首席执行官表示，人工智能（AI）可能导致新大学毕业生失业率“轻松”达到30%至35%的区间。
AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says
这一警告强调了人工智能对未来劳动力市场，特别是对年轻毕业生的潜在颠覆性影响，引发了对社会经济结构变化的担忧。
AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says https://t.co/56B3eD3sPq
@cnbc ↗
埃隆·马斯克已下令xAI进行新一轮裁员，同时有消息称SpaceX正在接管xAI，并为后者进行首次公开募股（IPO）做准备。
ELON MUSK HAS ORDERED ANOTHER ROUND OF JOB CUTS AT XAI; SpaceX taking over xAI ahead of the orbital launch company’s initial public offering
尽管SpaceX计划通过IPO推动xAI业务增长，但持续的裁员可能反映出该公司在战略调整或成本控制方面的压力，以及马斯克重塑AI业务的决心。
hope you guys made the cliff 😭😹 [QT @DeItaone: ELON MUSK HAS ORDERED ANOTHER ROUND OF JOB CUTS AT XAI - FT]
@yacinemtb ↗
SpaceX成功发射一枚猎鹰9号火箭，部署了25颗星链（Starlink）卫星。
Deployment of 25 @Starlink satellites confirmed; Falcon 9 launches 25 @Starlink satellites from California
此次发射进一步扩展了星链卫星网络，增强了全球互联网覆盖能力，是SpaceX在卫星互联网领域持续推进的体现。
Falcon 9 launches 25 @Starlink satellites from California https://t.co/J2qlYaBs3W
@spacex ↗
亚马逊（Amazon）宣布，其Prime Video无广告订阅服务将于2026年4月10日更名为Prime Video Ultra，并将月费上调2美元至4.99美元。
Prime Video’s Ad Free subscription will become Prime Video Ultra in the U.S., priced at $4.99 a month, hike price by $2 a month
此次提价和品牌重塑反映了亚马逊对流媒体服务创收的追求，可能对其用户增长和营收产生影响，也预示着其在流媒体领域的策略调整。
Amazon $AMZN announced today "On April 10, 2026, Prime Video’s Ad Free subscription will become Prime Video Ultra in the U.S., priced at $4.99 a month" https://t.co/LpsOmSAdtd
@stockmktnewz ↗
Adobe首席执行官将辞职，面临投资者对其AI战略的担忧。
Adobe CEO to Step Down in Face of Investor Concerns Over AI
首席执行官的离职凸显了投资者对Adobe在快速发展的AI领域竞争力的疑虑，可能预示公司将进行重大战略调整。
Adobe CEO to Step Down in Face of Investor Concerns Over AI. Listen for more on Bloomberg Intelligence. https://t.co/YCVtyaDxTS
@business ↗
波音公司正在对其多达25架尚未交付的737 Max飞机进行受损线路修复，这影响了近期交付。
Boeing is repairing damaged wiring in as many as 25 undelivered 737 Max jets, disrupting near-term deliveries
此次维修问题和交付中断可能进一步打击波音的声誉和财务表现，尤其是在其737 Max系列飞机已面临挑战的背景下。
Boeing is repairing damaged wiring in as many as 25 undelivered 737 Max jets, disrupting near-term deliveries of the aircraft, sources said https://t.co/BkrlUwdD8R
@business ↗
众议员Julia Letlow (R)于2月2日购买了国防电子承包商Leonardo DRS ($DRS)的股票。
On Feb 2nd Rep. Julia Letlow (R) bought Leonardo DRS $DRS, a defense electronics contractor
鉴于Letlow议员在众议院拨款委员会和美中战略竞争特设委员会任职，此次交易引发了关于“内部交易”和政治家股票交易合规性的质疑。
Another blatant "how is this allowed" stock trade from a sitting politician On Feb 2nd Rep. Julia Letlow (R) bought Leonardo DRS $DRS, a defense electronics contractor that builds sensors, surveillance, and electronic warfare systems for the US military She sits on the House https://t.co/6r9DcvQEno
@pelositracker ↗
美国财政部发布一项为期30天的临时许可证，授权销售和交付已于2026年3月12日之前装船的俄罗斯原油及石油产品，有效期至2026年4月11日。
temporary, 30-day license (valid until April 11, 2026) authorizing the sale and delivery of Russian crude oil and petroleum products already loaded onto vessels by March 12, 2026
此举旨在避免对已装船的俄罗斯石油产品造成不必要的市场扰动，为现有交易提供缓冲期，同时维持对俄罗斯能源的整体制裁压力。
The U.S. Department of the Treasury has issued a temporary, 30-day license (valid until April 11, 2026) authorizing the sale and delivery of Russian crude oil and petroleum products already loaded onto vessels by March 12, 2026.
@unusual_whales ↗
Zcash ($ZEC)的匿名化交易（shielded ZEC）达到历史新高，其核心团队Zodl从a16z和Paradigm筹集了2500万美元资金。
new all-time high in shielded ZEC; zodl core team just raised 25M from a16z + paradigm
Zcash在匿名性和隐私保护方面的进展及其获得知名风投的巨额融资，彰显了加密货币市场对隐私技术和可扩展性解决方案的持续关注。
new all-time high in shielded ZEC! - zodl core team just raised 25M from a16z + paradigm - tachyon is underway (scale + quantum) - new world-class miners from foundry on the way - new payments SDK being released zcash is putting in work encrypted money at planetary scale https://t.co/zz7hIDH8D6
@mert ↗
Clanker平台已在BNBCHAIN上线，并推出了新的用户界面（UI）。
clanker is now live on @BNBCHAIN; new clanker UI
Clanker扩展到BNBCHAIN生态系统，旨在为项目、团队、社区和交易者提供更便捷的工具，以部署代币和利用新资产叙事。
new clanker UI to go alongside our @BNBCHAIN launch making it easier for projects, teams, communities and traders clank clank https://t.co/UNddiUgyRe [QT @clanker_world: clanker is now live on @BNBCHAIN try with mobile trading terminals like @bitgetwallet deploy tokens launch into the bnb ecosystem new assets. new narratives. clank clank (on bnb) https://t.co/X9S6kuOuwj]
@clanker_world ↗
基于Solana的实时体育预测应用@trycallshot已上线等候名单，由Solana、Privy、World Liberty Fi、MoonPay和Near Intents提供支持。
@trycallshot is a live sports prediction app on Solana; Waitlist is live
这款应用的推出展示了Solana区块链在构建实时、互动性消费者应用方面的潜力，进一步丰富了Web3生态系统在体育娱乐领域的应用。
What if sports predictions turned into a battle royale? @trycallshot is a live sports prediction app on Solana where you enter a room, answer quick-fire questions during a match, and survive. Get one wrong and you're out. [QT @trycallshot: Waitlist is live. Callshot exists to shift the paradigm of fantasy sports designed for a new generation of fans powered by @solana @privy @worldlibertyfi @moonpay @near_intents Join the waitlist to win World Cup tickets, NBA playoff tickets, and more. https://t.co/Bnu4HxIlps]
@solana ↗
标普表示，中东战争预计不会对美国银行产生实质性影响，但警告称负面供应冲击将导致美国GDP增长放缓和通货膨胀上升。同时，美国石油和天然气生产商有望从高油价中受益。
S&P, Middle East war, US GDP, inflation, US banks, oil & gas producers
标普预测中东战争对美国经济的影响喜忧参半，银行可能受影响不大，但更广泛的经济增长和通胀将容易受到供应冲击。国内能源生产商预计将获益。
S&P: Negative supply shock from the Middle East war will lower US GDP growth and raise inflation.
@financialjuice ↗
波音公司正在修复多达25架尚未交付的737 Max飞机中受损的电线，这扰乱了该机型的近期交付计划。
Boeing 737 Max, damaged wiring, 25 jets, delivery disruptions
持续的质量控制问题继续困扰着波音公司，导致737 Max的交付进一步延迟，并可能给这家航空巨头带来财务影响。
Boeing is repairing damaged wiring in as many as 25 undelivered 737 Max jets, disrupting near-term deliveries of the aircraft, sources said https://t.co/BkrlUwdD8W
@business ↗
比特币（BTC）在多个方面遭遇“严重拒绝”，需要在70,500美元左右的关键水平保持稳定。
BTC, $70.5k, rejections, hold
比特币在70,500美元附近遭遇显著阻力，表明这是一个关键的技术节点，需要持续支撑以避免进一步下跌。
nasty rejections across the board ~$70.5k BTC needs to hold https://t.co/o5NnTtsw7u
@macrocrg ↗
Solana生态系统正在整合AVAX。
Solana, AVAX, ecosystem
Solana通过整合AVAX来扩展其生态系统，这可能增强两个区块链网络的互操作性并扩大其应用范围。
NEWS: Solana welcomes AVAX into its ecosystem | @solana | @avax https://t.co/9zoMeI251x
@thestreet ↗
Clanker已在BNBCHAIN上正式上线，并推出了新的用户界面（UI），支持移动交易终端使用。
Clanker, BNBCHAIN, new UI, mobile trading terminals
Clanker通过在BNBCHAIN上线的举措扩大了其影响力，并通过新的用户界面和移动交易功能增强了平台，以吸引更多用户。
new clanker UI to go alongside our @BNBCHAIN launch making it easier for projects, teams, communities and traders clank clank https://t.co/UNddiUgyRe [QT @clanker_world: clanker is now live on @BNBCHAIN try with mobile trading terminals like @bitgetwallet deploy tokens launch into the bnb ecosystem new assets. new narratives. clank clank (on bnb) https://t.co/X9S6kuOuwj]
@clanker_world ↗
一名联邦法官阻止了针对美联储主席杰罗姆·鲍威尔的传票，理由是“几乎没有证据”，这些传票与对美联储华盛顿总部翻修的刑事调查有关。美国司法部已表示将对这一裁决提出上诉。
Judge blocks subpoenas, Jerome Powell, "essentially zero evidence", DOJ to appeal.
联邦法官的裁决暂时保护了美联储及其主席免受司法调查的干扰，凸显了司法机构对证据要求的严格。然而，司法部的上诉意图表明该案件的法律程序仍在继续，并可能对未来美联储高层的人事任命产生影响。
In a major victory for the Fed, a US district judge has thrown out subpoenas the Justice Department issued the central bank regarding renovations to its headquarters in Washington "There is abundant evidence that the subpoenas’ dominant (if not sole) purpose is to harass and
@colbylsmith ↗
埃隆·马斯克已下令对xAI进行新一轮裁员，并承认xAI“未正确建立”，同时该公司正面临创始人出走的困境。
Elon Musk, xAI, job cuts, co-founder exodus, 'not built right'.
xAI的内部动荡和裁员表明该公司在战略、组织或产品开发方面遇到了严重问题。马斯克此举可能旨在重塑公司方向或削减成本，但也可能加剧人才流失，对其未来发展构成挑战。
hope you guys made the cliff 😭😹 [QT @DeItaone: ELON MUSK HAS ORDERED ANOTHER ROUND OF JOB CUTS AT XAI - FT]
@yacinemtb ↗
谷歌投资了一家AI动画工作室，旨在使用AI为儿童制作YouTube视频，这距离YouTube首席执行官宣布“打击AI垃圾”的政策仅一个月。
Google invests, AI animation studio, YouTube videos for kids, one month after "crackdown on AI slop."
谷歌此举在表面上与其YouTube CEO打击“AI垃圾”内容的声明形成对比。这可能反映出公司内部对AI内容应用策略的不同侧重，即在打击低质量、非原创AI内容的同时，探索AI在特定领域（如儿童教育娱乐）的价值创造潜力。
JUST IN: Google invests in AI animation studio to make YouTube videos for kids, just one month after YouTube CEO announced a "crackdown on AI slop."
@polymarket ↗
ServiceNow首席执行官表示，受AI技术影响，新大学毕业生的失业率“很容易”达到30%至35%的区间。
ServiceNow CEO, unemployment for new college grads, mid-30% range, due to AI.
这一警告凸显了AI技术对未来劳动力市场，特别是对年轻群体就业前景的潜在颠覆性影响。它呼吁社会各界应及早思考并制定应对策略，以避免大规模社会危机，尤其是在缺乏全国性讨论的背景下。
JUST IN: ServiceNow CEO says unemployment for new college grads could "easily" reach the mid-30% range due to AI.
@polymarket ↗
亚马逊宣布自2026年4月10日起，其在美国的Prime Video无广告订阅将更名为Prime Video Ultra，月费调整为4.99美元。
Amazon $AMZN, April 10, 2026, Prime Video Ultra, $4.99 a month.
亚马逊此举是其订阅服务战略调整的一部分，通过品牌重塑和提价，可能旨在提升ARPU（每用户平均收入）并为高级内容提供差异化服务。这可能会对其用户增长和流媒体市场份额产生一定影响。
Amazon $AMZN announced today "On April 10, 2026, Prime Video’s Ad Free subscription will become Prime Video Ultra in the U.S., priced at $4.99 a month" https://t.co/LpsOmSAdtd
@stockmktnewz ↗
Intuit ($INTU) 公司旗下的Quickbooks产品在上个季度实现了约16亿美元的收入。
Intuit $INTU, Quickbooks, ~$1.6 Billion of revenue, last quarter.
Quickbooks作为Intuit的核心业务之一，其强劲的营收表现凸显了公司在中小企业财务管理软件市场的领导地位和盈利能力。此数据对投资者评估Intuit的财务健康状况和增长前景具有参考价值。
Intuit $INTU brought in ~$1.6 Billion of revenue from Quickbooks last quarter Here's Intuit's Revenue by category https://t.co/3zO3aE5D1m
@stockmktnewz ↗
消息人士称，德国铁路公司德国联邦铁路（Deutsche Bahn）的净亏损扩大至26亿美元。
Deutsche Bahn, net loss $2.6 billion.
德国主要铁路运营商的巨额亏损表明其面临严峻的财务挑战，可能需要政府支持或进行大规模改革。这反映出公共交通部门在运营成本和效率方面普遍存在的压力，尤其是在当前经济环境下。
Germany's Deutsche Bahn railways widen net loss to $2.6 billion, sources say https://t.co/GMsgL8I5xA https://t.co/GMsgL8I5xA
@reutersbiz ↗
BuzzFeed已从一家曾估值17亿美元的媒体宠儿，逐渐陷入濒临破产的境地。
BuzzFeed, $1.7 billion darling, brink of bankruptcy.
BuzzFeed的衰落反映了数字媒体行业面临的严峻挑战，包括广告收入模式的脆弱性、内容竞争激烈以及用户消费习惯的变化。这可能预示着传统数字媒体公司未来将面临更多的整合和转型压力。
How BuzzFeed spiraled from a $1.7 billion darling to the brink of bankruptcy https://t.co/6NY0WZALRx
@marketwatch ↗
土耳其总统埃尔多安声明土耳其不会卷入伊朗战争但会做好防范。墨西哥、巴西和哥伦比亚三国发布联合声明，呼吁暂停伊朗战争，理由是其对全球经济和能源价格造成负面影响。与此同时，巴基斯坦轰炸了阿富汗坎大哈机场附近的一处燃料库，加剧了与阿富汗的紧张关系。
Turkey, Mexico, Brazil, Colombia, Pakistan, Afghanistan.
伊朗战争引发了复杂的国际反应，一些国家寻求保持中立或呼吁和平，而另一些地区冲突则在同期升级，显示出全球地缘政治的不稳定性。美国总统特朗普则猜测俄罗斯可能在暗中协助伊朗。
Mexico, Brazil and Colombia issued a joint statement urging a pause in the Iran war and calling for diplomatic negotiations, citing the global economic fallout and rising energy prices https://t.co/yiLVILFo1
@business ↗
基于Solana的实时体育预测应用Callshot已上线候补名单，允许用户在比赛期间参与问答并进行预测。
Solana, @trycallshot, live sports prediction app, waitlist is live.
Callshot的推出进一步丰富了Solana生态系统的DApp种类，特别是在体育娱乐和预测市场领域。其“大逃杀”式预测机制可能吸引新的用户群体，推动Web3技术在主流应用场景的融合。
What if sports predictions turned into a battle royale? @trycallshot is a live sports prediction app on Solana where you enter a room, answer quick-fire questions during a match, and survive. Get one wrong and you're out. [QT @trycallshot: Waitlist is live. Callshot exists to shift the paradigm of fantasy sports designed for a new generation of fans powered by @solana @privy @worldlibertyfi @moonpay @near_intents Join the waitlist to win World Cup tickets, NBA playoff tickets, and more. https://t.co/Bnu4HxIlps]
@solana ↗
Clanker项目已在BNB Chain上正式上线，并同时推出了全新的用户界面，旨在简化项目方、团队和交易者的操作。
clanker, live on @BNBCHAIN, new clanker UI.
Clanker在BNB Chain上的扩展及其用户界面的更新，表明其致力于提升用户体验和扩大生态系统。这可能吸引更多项目和用户进入BNB Chain，增强该公链的活跃度和市场竞争力。
new clanker UI to go alongside our @BNBCHAIN launch making it easier for projects, teams, communities and traders clank clank https://t.co/UNddiUgyRe [QT @clanker_world: clanker is now live on @BNBCHAIN try with mobile trading terminals like @bitgetwallet deploy tokens launch into the bnb ecosystem new assets. new narratives. clank clank (on bnb) https://t.co/X9S6kuOuwj]
@clanker_world ↗
Polygon在2月份销毁了2820万POL代币。其中，预测市场Polymarket单独贡献了Polygon总Gas费用的62%。
Polygon burned 28.2m POL, February, Polymarket contributed 62% of total gas fees.
Polygon的代币销毁机制正在运作，可能对其通缩模型产生积极影响。然而，单一应用（Polymarket）贡献了大部分Gas费用，这揭示了Polygon生态系统中的收入集中风险，可能需要在更广泛的应用中实现费用分布的多元化以提高网络韧性。
Polygon burned 28.2m POL in february. looks like tokenomics are working. except Polymarket alone contributed 62% of total gas fees. one prediction market migrating to its own chain crashes the entire burn flywheel. 493m monthly transactions but revenue concentration is a time
@aixbt_agent ↗
Meta内部的“Avocado”AI模型表现不佳，仅略优于Gemini 2.5，导致Meta正考虑授权使用竞争对手的模型。
Meta "Avocado" model, underperforming, Gemini 2.5, licensing competitor models.
这一消息揭示了Meta在自研AI模型上面临的挑战，即使投入巨资，其内部模型仍难以超越市场上的领先产品。Meta考虑授权竞争对手模型的举动，可能预示着大型科技公司在AI领域竞争策略的转变，从完全自研走向更开放的合作模式。
META's internal "Avocado" model is disappointing, barely outperforming Gemini 2.5 in evaluations. The shocker: despite all the investments in LLMs, they're considering licensing and using competitor models like Gemini.
@beffjezos ↗
纳斯达克综合指数在经历剧烈下跌后，达到了预测的22,000点高位，印证了2025年4月10日的一项预测。
NASDAQ Composite 22,000, prophesied peak.
尽管当前市场存在不确定性，纳斯达克指数仍旧实现了此前对高点的预测，这对于相信技术分析和特定市场模式的投资者来说是一个值得关注的信号。这表明在剧烈波动后，市场可能出现快速反弹或达到特定技术目标。
On April 10, 2025, I unveiled a visionary chart of the NASDAQ Composite, predicting a dramatic capitulation followed by a surge to unprecedented highs near 22,000. Today, we have witnessed that exact capitulation and reached my prophesied peak of 22,000 to perfection.
@great_martis ↗
德国铁路公司Deutsche Bahn的净亏损扩大至26亿美元。
Deutsche Bahn, net loss $2.6 billion.
这一巨额亏损反映出德国国有铁路公司面临的严峻财务挑战，可能源于运营成本、基础设施投资或市场竞争压力。这可能引发对其未来运营模式和政府支持的讨论。
Germany's Deutsche Bahn railways widen net loss to $2.6 billion, sources say https://t.co/GMsgL8I5xA https://t.co/GMsgL8I5xA
@reutersbiz ↗
BuzzFeed已从曾高达17亿美元的估值跌落至破产边缘。
BuzzFeed, $1.7 billion valuation, brink of bankruptcy.
BuzzFeed的急剧衰落反映了数字媒体行业面临的严峻挑战，包括广告收入下降、用户习惯变化和竞争加剧。这凸显了传统数字媒体公司在快速变化的市场环境中寻求盈利和可持续发展的困难。
How BuzzFeed spiraled from a $1.7 billion darling to the brink of bankruptcy https://t.co/6NY0WZALRx
@marketwatch ↗
跨国能源巨头TotalEnergies正在中东地区的战事中关闭其在卡塔尔和伊拉克的生产。
TotalEnergies, shutting production, Qatar, Iraq, Middle East fighting.
TotalEnergies的生产关闭行动直接反映了中东地区冲突对全球能源供应链的实际影响。这可能导致区域能源供应紧张，进一步推高国际油气价格，对全球经济产生连锁反应。
TotalEnergies Shutting Production in Qatar, Iraq Amid Fighting in Middle East https://t.co/qyTVc5zysa
@wsjbusiness ↗
英国前首相鲍里斯·约翰逊断言比特币是庞氏骗局，他援引个人投资经历（价格下跌）、对中本聪身份的误解以及缺乏中心化机构来处理“加密货币被解密”的情况作为理由，并认为宝可梦卡片比比特币更好。
Boris Johnson, Bitcoin is a ponzi.
一位前国家领导人对比特币的负面评价，尽管基于个人经验和对技术的不准确理解，仍可能对公众对比特币的看法产生一定影响。这反映出加密货币在主流认知中仍面临信任和理解的挑战。
Boris' argument for why Bitcoin is a ponzi: i) one of his friends once invested in it and the price went down ii) Satoshi is Japanese (?) iii) there's no one to talk to if, and I quote: "they decrypt the crypto" iv) Pokemon cards are better because kids notice them $200,000
@mert ↗
BlackRock数字资产负责人Robbie Mitchnick表示，90%的比特币ETF投资者属于长期买入并持有类型。
BlackRock, Robbie Mitchnick, 90% of BTC ETF investors are long-term.
这一数据表明，尽管加密市场波动较大，但通过ETF进入比特币市场的机构和零售投资者，多数倾向于长期持有。这可能有助于稳定比特币价格，并减少短期投机行为对市场的影响，预示着比特币作为长期资产的认可度正在提高。
WATCH: BLACKROCK HEAD OF DIGITAL ASSETS ROBBIE MITCHNICK SAYS 90% OF $BTC ETF INVESTORS ARE LONG-TERM BUY-AND-HOLD https://t.co/LD7VBEvYwf
@scottmelker ↗
Polygon在2月份销毁了2820万个POL代币，其中Polymarket单独贡献了总 gas 费的62%，这凸显了收入集中带来的风险。
Polygon burned 28.2m POL (Feb), Polymarket 62% of total gas fees.
Polygon的代币销毁机制正在发挥作用，但高度依赖单一应用（Polymarket）贡献的交易费用，使其生态系统面临收入集中和可持续性风险。如果Polymarket出现问题或迁移到其他链上，可能会对Polygon的经济模型造成重大冲击。
Polygon burned 28.2m POL in february. looks like tokenomics are working. except Polymarket alone contributed 62% of total gas fees. one prediction market migrating to its own chain crashes the entire burn flywheel. 493m monthly transactions but revenue concentration is a time
@aixbt_agent ↗
Pendle协议在固定收益方面处理了580亿美元，年费收入达4500万美元，协议收入的80%用于资助sPENDLE质押者的回购，并减少了30%的排放。协议收入在30天内飙升了790%，尽管Arthur Hayes亏损99万美元出售，且团队在1月向中心化交易所抛售了1060万美元。
Pendle, $58b fixed yield, $45m annual fees, 80% revenue buybacks, 30% emissions cut, 790% revenue increase (30 days), Arthur Hayes $990k loss, team dumped $10.6m to CEXs (Jan).
Pendle协议展现了惊人的增长势头和强大的盈利能力，其代币经济模型通过回购和减排支持了质押者。然而，高管/团队的大额抛售和知名投资者的亏损出售，引发了市场对项目内部动态和长期稳定性的担忧。
Pendle processed $58b in fixed yield. $45m annual fees. 80% of protocol revenue now funds buybacks for sPENDLE stakers. emissions cut 30%. revenue up 790% in 30 days. Arthur Hayes sold at $990k loss. team dumped $10.6m to CEXs in January. insiders exiting but the flywheel is just
@aixbt_agent ↗
Solana已将其生态系统与AVAX集成。
Solana welcomes AVAX into its ecosystem.
这一跨链集成意味着Solana和Avalanche生态系统之间的互操作性增强，可能为两个区块链平台的用户和开发者带来新的机会，促进流动性和创新的共享。这显示了区块链领域向多链、互联互通发展的趋势。
NEWS: Solana welcomes AVAX into its ecosystem | @solana | @avax https://t.co/9zoMeI251x
@thestreet ↗
纳斯达克综合指数已达到22,000点，完美印证了此前对市场走势的预测。
NASDAQ Composite 22,000
这一里程碑的达成，验证了分析师关于“大幅盘整后飙升至22,000点”的市场预测。市场观察者正密切关注这一水平，以判断未来科技股的走向。
On April 10, 2025, I unveiled a visionary chart of the NASDAQ Composite, predicting a dramatic capitulation followed by a surge to unprecedented highs near 22,000. Today, we have witnessed that exact capitulation and reached my prophesied peak of 22,000 to perfection. If the https://t.co/dcQFOktco4
@great_martis ↗
英国前首相鲍里斯·约翰逊公开表示，他一直怀疑比特币是一个“巨大的庞氏骗局”，并援引其朋友的投资亏损和对加密技术（如“解密加密货币”）的担忧来支持此观点。
Boris Johnson, Bitcoin is 'giant Ponzi scheme', personal investment loss, 'decrypt the crypto'
约翰逊的言论代表了对加密货币持怀疑态度的知名人士观点，但其论据更多基于个人经历和对技术的片面理解，而非深入的经济或技术分析。此番评论引发了对加密货币本质及其风险的再讨论。
I've long suspected Bitcoin is a giant Ponzi scheme and now I'm hearing tales of woe that make me fear I'm right. https://t.co/rTny2NBaYB
@BorisJohnson ↗
贝莱德数字资产主管罗比·米奇尼克（Robbie Mitchnick）表示，90%的比特币ETF投资者是长期买入并持有型。
BlackRock, 90% BTC ETF investors, long-term buy-and-hold
这一数据表明，尽管比特币价格波动剧烈，但机构投资者对ETF产品的兴趣主要集中在长期投资策略上。这可能为市场带来一定程度的稳定性和机构信心，反映出比特币作为一种长期资产配置的潜力。
WATCH: BLACKROCK HEAD OF DIGITAL ASSETS ROBBIE MITCHNICK SAYS 90% OF $BTC ETF INVESTORS ARE LONG-TERM BUY-AND-HOLD https://t.co/LD7VBEvYwf
@scottmelker ↗
一款以唐纳德·特朗普名字命名的Memecoin在过去24小时内飙升高达60%，此前其推广者宣传将在海湖庄园举办一场有总统出席的独家晚会，尽管白宫尚未确认总统出席。
Trump memecoin, surged 60% in 24 hours, Mar-a-Lago gala advertisement
此次价格飙升凸显了政治事件和宣传炒作对Memecoin市场的高度影响力，即便相关信息（总统出席）未经官方证实。这种波动性吸引了投机者，但也伴随着极高风险。
The memecoin bearing Donald Trump’s name surged as much as 60% in the last 24 hours after its promoters advertised an exclusive gala at Mar-a-Lago featuring the president — though the White House hasn’t confirmed his attendance https://t.co/FMzObydOHp
@business ↗
Solana区块链生态系统已正式欢迎AVAX（Avalanche的本地代币）的加入。
Solana welcomes AVAX into its ecosystem
这一举动标志着两大重要区块链平台之间可能存在跨链集成或合作，旨在提升互操作性和扩大各自的生态影响力。此合作可能为用户带来更丰富的DeFi和DApp体验。
NEWS: Solana welcomes AVAX into its ecosystem | @solana | @avax https://t.co/9zoMeI251x
@thestreet ↗
在伊朗冲突期间，投资者正在避开美国国债作为避险资产。秘鲁多年的国内能源危机在修复关键天然气管道后即将结束，但预计会造成通胀的暂时性飙升。印度计划取消对IDBI银行多数股权的竞标。
Investors shunning US debt as haven, Peru energy crisis, natural gas pipeline repair, temporary spike in inflation, India scrap bids for IDBI Bank majority stake
伊朗冲突期间，投资者对美国国债的避险需求减弱，可能预示市场风险偏好的变化或对美元资产的其他担忧。秘鲁能源危机虽然缓解，但短期通胀压力犹存。印度取消银行股权竞标则反映了其国有资产私有化进程的调整。
Investors are shunning U.S. debt as a haven play during the Iran conflict https://t.co/jVz2trL42I
@marketwatch ↗
标普500指数和纳斯达克100指数均收于其40周移动平均线。吉姆·克莱默表示他正在“买入股票”，并认为市场“超卖”。联邦快递本周在市值上超越了UPS。多份WARN（工人调整和再培训通知）文件显示，美国有十多家商店关闭。
S&P 500 ($SPX), 40-Week Moving Average, Nasdaq 100 ($QQQ), Jim Cramer, "buying stocks," market "oversold," FedEx eclipsed UPS in market cap, dozen store closures
主要股指收于重要的技术支撑位，预示市场可能处于关键的转折点。尽管有分析师看好市场并积极买入，但零售业的商店关闭和联邦快递市值的超越，表明市场内部存在复杂的结构性变化和竞争格局调整。
$SPX Closing right at the 40-Week Moving Average https://t.co/yf5zAt6nf4
@connorjbates_ ↗
Polymarket预测伊朗政权在3月31日前垮台的可能性为4%。卡塔尔报告其战略水储备可供四个月使用，粮食储备可供18个月使用。日本正在讨论其二战后放弃战争和解散军队的限制是否仍适用于一个更危险的世界。联合国正在为黎巴嫩寻求3.08亿美元援助，该国战争已导致80万人流离失所。
4% chance Iran regime fall by March 31st, Qatar water reserves four months, food reserves 18 months, Japan debating post-WWII military limits, UN seeks $308 million for Lebanon, 800,000 displaced
预测市场对伊朗政权短期内垮台的信心较低。卡塔尔在中东冲突背景下公布了其充足的战略资源储备，以应对潜在危机。日本正在重新审视其和平宪法下的军事限制，以适应当前复杂多变的世界局势。此外，黎巴嫩因战争面临严峻人道危机，联合国正在寻求国际援助。
There is a 4% chance the Iran regime will fall by March 31st, per Polymarket: https://t.co/mU0NBWRM2B
@unusual_whales ↗
美国司法部与Live Nation就其垄断现场娱乐行业的指控达成和解后，超过30个州计划继续对其提起反垄断诉讼。与此同时，Live Nation旗下派拉蒙Skydance正与NFL重新谈判转播协议，这可能导致CBS额外支付10亿美元或更多，并可能为其他电视网树立先例。
30+ states, antitrust trial, Live Nation, CEO Michael Rapino, secret agreement, Paramount Skydance, NFL media deal, CBS, extra $1 billion
尽管有联邦和解，Live Nation仍面临严峻的法律挑战，其业务模式受到多州政府的审查。此外，NFL媒体协议的重新谈判，特别是其高额潜在成本，可能对媒体行业和体育转播权市场产生重大影响。
Michael Rapino was slated to spend March 5 taking the stand in the high-profile trial over the potential breakup of his $40 billion company. Instead, the Live Nation chief was in Washington, signing a secret agreement to resolve the case. https://t.co/ptTGP4GpxS
@business ↗
包括Lululemon ($LULU)、Snapchat ($SNAP)、Paramount Skydance ($PSKY)、Mobileye ($MBLY)在内的多家公司股价今日触及52周新低。
Lululemon $LULU, Snapchat $SNAP, Paramount Skydance $PSKY, Mobileye $MBLY, Stellantis $STLA, American Homes $AMH, Ares Capital $ARCC, Copart $CPRT, Costar $CSGP, Gen Digital $GEN, Icici Bank $IBN, Infosys $UNFY, Insulet $PODD hit new 52 WEEK LOWS
多只主要股票跌至52周低点，表明市场情绪普遍悲观，可能与宏观经济逆风或行业特定挑战有关，值得投资者关注。
All these stocks hit new 52 WEEK LOWS at some point today Lululemon $LULU Snapchat $SNAP Paramount Skydance $PSKY Mobileye $MBLY Stellantis $STLA American Homes $AMH Ares Capital $ARCC Copart $CPRT Costar $CSGP Gen Digital $GEN Icici Bank $IBN Infosys $UNFY Insulet $PODD Full
@stockmktnewz ↗
耐克（$NKE）股价已连续11个交易日收盘走低。
Nike ($NKE), 11 trading days lower
耐克股价的持续下跌可能反映了市场对其业绩前景的担忧，或受宏观经济环境、消费者支出变化以及品牌竞争加剧等多重因素影响。
Nike $NKE stock has now closed the day lower for the last 11 trading days in a row 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/hbr8TJOR0R
@stockmktnewz ↗
据《华尔街日报》报道，特朗普政府将因促成TikTok的出售而获得100亿美元的佣金。
Trump Administration, $10 billion fee, TikTok sale
这一高额佣金突显了政府在重大科技公司交易中日益增长的影响力，也可能引发关于政府在私营企业交易中角色和利益分配的讨论。
BREAKING: The Trump Administration will receive a $10 billion fee for brokering the sale of TikTok, per WSJ.
@kobeissiletter ↗
贝莱德数字资产主管Robbie Mitchnick表示，90%的比特币ETF投资者是长期买入并持有型投资者。
BlackRock, Robbie Mitchnick, 90% of $BTC ETF investors, long-term buy-and-hold
这一观察表明，尽管比特币价格波动剧烈，但机构和散户投资者对长期持有比特币的信心依然强劲，这可能有助于稳定市场并支持其长期增长前景。
WATCH: BLACKROCK HEAD OF DIGITAL ASSETS ROBBIE MITCHNICK SAYS 90% OF $BTC ETF INVESTORS ARE LONG-TERM BUY-AND-HOLD https://t.co/LD7VBEvYwf
@scottmelker ↗
一个以唐纳德·特朗普名字命名的迷因币在24小时内飙升了高达60%，此前其推广者宣传将在Mar-a-Lago举办一场有总统出席的专属晚会，但白宫并未证实特朗普的出席。
Donald Trump memecoin, surged 60%, Mar-a-Lago gala
这一事件突显了政治人物与加密货币市场之间日益增长的联动性，以及迷因币市场受名人效应和未经证实传言驱动的投机性质。
The memecoin bearing Donald Trump’s name surged as much as 60% in the last 24 hours after its promoters advertised an exclusive gala at Mar-a-Lago featuring the president — though the White House hasn’t confirmed his attendance https://t.co/FMzObydOHp
@business ↗
鲍里斯·约翰逊将比特币斥为一个“巨大的庞氏骗局”，其论据包括朋友投资亏损、对Satoshi国籍的错误认知、对加密技术原理的误解，以及认为宝可梦卡牌比比特币更好。
Boris Johnson, Bitcoin, Ponzi scheme
一位前首相的此番言论虽然基于个人经验和对技术的误解，但其作为知名人物的身份可能对部分公众对加密货币的看法产生影响。
Boris' argument for why Bitcoin is a ponzi: i) one of his friends once invested in it and the price went down ii) Satoshi is Japanese (?) iii) there's no one to talk to if, and I quote: "they decrypt the crypto" iv) Pokemon cards are better because kids notice them $200,000 https://t.co/n5ra7ETXMt
@mert ↗
耐克公司（$NKE）的股价已连续11个交易日收盘走低。
Nike ($NKE) stock, closed lower, 11 trading days in a row
这表明市场对耐克公司存在显著的负面情绪和抛售压力，可能预示着公司自身问题或整个行业普遍疲软。持续的下跌趋势可能令投资者担忧其短期前景。
Nike $NKE stock has now closed the day lower for the last 11 trading days in a row 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/hbr8TJcuOR
@stockmktnewz ↗
鲍里斯·约翰逊表示，他怀疑比特币是一个巨大的庞氏骗局。
Boris Johnson, Bitcoin, Ponzi scheme
一位前主要政治人物对比特币表示怀疑，可能会影响更广泛的公众和监管层对比特币的看法。这种高层言论可能引发对加密货币合法性的进一步讨论。
I've long suspected Bitcoin is a giant Ponzi scheme and now I'm hearing tales of woe that make me fear I'm right. https://t.co/rTny2NBaYB
@BorisJohnson ↗
AgentCard已正式推出，允许AI代理在Solana区块链上购买各种商品和服务，包括支付推理和API费用、订购DoorDash、亚马逊、优步服务以及全天候交易Polymarket等。
AgentCard, AI agents can buy anything, Solana, order DoorDash, Amazon, Ubers, trade Polymarket 24/7
该产品标志着AI和加密货币结合的新进展，有望扩大AI代理在现实世界交易中的实用性和自主能力。它为AI提供了直接与经济系统交互的途径。
Introducing AgentCard. Your agent can now buy anything: • pay for inference & APIs • order DoorDash, Amazon, Ubers • run marketing • trade Polymarket 24/7 Open to all, not just businesses 🔥 Instant. Private. Reusable. Live today.
@agentcardai ↗
耐克（$NKE）股票已连续11个交易日收盘下跌。
Nike $NKE stock, closed the day lower for the last 11 trading days in a row
这种长时间的下跌趋势表明耐克股价面临巨大的看跌压力，可能源于公司自身问题或更广泛的市场负面情绪。这对于一家蓝筹公司来说是异常的市场表现。
Nike $NKE stock has now closed the day lower for the last 11 trading days in a row
@stockmktnewz ↗
标普500指数（$SPX）和纳斯达克100指数（$QQQ）在收盘时恰好处于其40周移动平均线的位置。
S&P 500, QQQ, 40-Week Moving Average
这一技术指标表明两大股指正处于关键的技术转折点，它们正在测试重要的支撑/阻力位，这可能预示着未来趋势的反转或延续，值得投资者密切关注。
$SPX Closing right at the 40-Week Moving Average
@connorjbates_ ↗
据报道，币安创始人赵长鹏（CZ）的财富已超过比尔·盖茨。
CZ richer than Bill Gates
这一财富里程碑反映了加密货币市场的巨大增长及其创造财富的能力，也间接表明了加密行业日益增长的影响力和资本积累速度。
BREAKING: Binance founder, CZ, is now richer than Bill Gates.
@polymarket ↗
鲍里斯·约翰逊表示，他长期以来一直怀疑比特币是一个巨大的庞氏骗局，而最近听到的“不幸遭遇”进一步加剧了他的这种担忧。
Boris Johnson, Bitcoin is a giant Ponzi scheme, tales of woe
一位前政治领袖对比特币合法性表达了强烈怀疑，这可能会影响公众认知和监管讨论，并可能加剧对加密货币市场风险的担忧。
I've long suspected Bitcoin is a giant Ponzi scheme and now I'm hearing tales of woe that make me fear I'm right.
@BorisJohnson ↗
一款以唐纳德·特朗普命名的迷因币在宣传总统将在Mar-a-Lago举行独家晚会后，24小时内暴涨高达60%，尽管白宫尚未证实特朗普的出席。
memecoin bearing Donald Trump’s name surged as much as 60%, exclusive gala at Mar-a-Lago featuring the president
这凸显了迷因币的高度投机性和事件驱动的波动性，特别是那些与政治人物相关的代币，以及未经证实宣传对市场走势的潜在影响。这种现象反映了市场非理性的一面。
The memecoin bearing Donald Trump’s name surged as much as 60% in the last 24 hours after its promoters advertised an exclusive gala at Mar-a-Lago featuring the president — though the White House hasn’t confirmed his attendance
@business ↗
贝莱德（BlackRock）的新基金ETHB已在纳斯达克（Nasdaq）首次亮相。
BlackRock's new fund ETHB, debuts on Nasdaq
这标志着加密资产机构化进程的持续推进，大型资产管理公司如贝莱德在传统交易所上市与特定加密货币相关的新基金，为投资者提供了更多接触数字资产的途径。
BlackRock's new fund ETHB debuts on Nasdaq.
@thestreet ↗
比特币（$BTC）在市场上遭遇“强烈拒绝”，需要守住70.5万美元左右的关键支撑位，若跌破某特定水平，则可能下探6.5万至6.8万美元区间。
BTC needs to hold ~$70.5k, supports below - ~$65k-$68k
这表明比特币市场正面临显著阻力，关键技术价位对其未来走势至关重要。尽管当前整合可能被视为积累阶段，但若无法守住支撑，可能会导致进一步下跌。
nasty rejections across the board ~$70.5k BTC needs to hold
@MacroCRG ↗