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。
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美国证券交易委员会（SEC）正准备提出一项提案，以取消强制性的季度财报要求，允许公司选择每年公布两次业绩。该提案预计最快下月公布。
SEC, quarterly earnings report, twice a year, next month
这项潜在的监管改革可能减轻上市公司的报告负担，但同时也可能降低市场透明度，影响投资者获取及时信息的能力。
BREAKING: The Securities and Exchange Commission is preparing a proposal to eliminate the quarterly earnings report requirement and instead give companies the option to share results twice a year, per WSJ
@unusual_whales ↗
美国民众对失业后三个月内找到新工作的可能性预期降至44.0%，为有记录以来第二低水平，自2024年10月以来下降了12个百分点。
probability 44.0%, 2nd-lowest on record, declined -12 points since October 2024
这一数据反映了美国劳动力市场悲观情绪的加剧，可能预示着就业市场面临挑战。在通胀压力下，民众对就业前景的担忧可能影响消费信心和整体经济活动。
Americans are extremely worried about their jobs: The perceived probability for households to find a new role within 3 months after a job loss is down to 44.0%, the 2nd-lowest on record. This percentage has declined -12 points since October 2024. To put this into context, the https://t.co/EHBs21LEG6
@kobeissiletter ↗
中国政府已要求出口商暂停出口氮钾混合肥料。
Chinese government, halt outbound shipments, nitrogen-potassium fertilizer blends, Bloomberg
此举可能在全球范围内引发肥料价格上涨和供应短缺，对农业生产和粮食安全构成潜在影响。一些分析师认为这可能加剧通胀压力，引发对1970年代滞胀的担忧。
The Chinese government has asked exporters to halt outbound shipments of nitrogen-potassium fertilizer blends, per Bloomberg
@unusual_whales ↗
汇丰银行报告指出，受伊朗战争和霍尔木兹海峡关闭导致供应短缺的影响，2026年欧洲天然气价格预计将比此前预测高出40%，并持续高位至2027年。
European natural gas prices, 40% higher, 2026-2027, Iran war, Strait of Hormuz closure, HSBC
高昂的天然气价格将对欧洲经济和消费者造成显著冲击，加剧通胀担忧。此外，中东冲突导致的油价上涨已开始影响巴西农产品出口商的运输成本，引发对滞胀的担忧。
European natural gas prices will be a whopping 40% higher than previously projected for 2026 and will stay elevated through 2027 as the Iran war and closure of the Strait of Hormuz set off a supply shortfall, according to a report from HSBC https://t.co/f33FSnRJK
@business ↗
英伟达（Nvidia）CEO黄仁勋预测，到2027年，AI芯片将实现1万亿美元的营收。
Nvidia CEO Jensen Huang, $1,000,000,000,000.00 revenue from AI chips, through 2027
这一大胆预测凸显了Nvidia对AI芯片市场巨大增长潜力的信心，也反映了其在AI基础设施领域的主导地位。多个公司正基于Nvidia技术构建AI系统和解决方案，进一步巩固了其生态系统。
BREAKING: Nvidia CEO Jensen Huang predicts $1,000,000,000,000.00 in revenue from AI chips through 2027.
@polymarket ↗
GPT-5.4 API在发布一周内实现了比以往任何模型都快的增长，每日处理5万亿tokens，年化新增营收已达到10亿美元。
GPT-5.4 API, 5T tokens per day, $1B annualized net-new revenue, within a week
GPT-5.4的快速采纳和显著营收增长，表明其在开发者社区中获得了极高的认可。该模型在提升“人性化”交互方面取得的成功，可能成为其吸引用户和驱动业务增长的关键因素。
Great first week for 5.4 in the API. Builders building fast. [QT @gdb: gpt-5.4 has ramped faster than any other model we've launched in the API: within a week of launch, 5T tokens per day, handling more volume than our entire API one year ago, and reaching an annualized run rate of $1B in net-new revenue. it's a good model, try it out!]
@sama ↗
英伟达CEO黄仁勋宣布日产、比亚迪、现代和吉利成为其机器人出租车（robo-taxi）合作伙伴，并计划在2028年前与Uber合作在28个市场推出全栈机器人出租车服务，首批于2027年上半年在洛杉矶和旧金山启动。黄仁勋表示，自动驾驶汽车是物理AI首次大规模全球部署。
Nvidia CEO, Nissan, BYD, Hyundai, Geely, robo-taxi-ready partner, Uber, 28 markets by 2028, Los Angeles & San Francisco in H1 2027, Physical AI
英伟达在自动驾驶领域的广泛合作及其部署计划，展示了其在物理AI商业化方面的雄心。与多家全球主要汽车制造商和出行平台的合作，预示着自动驾驶技术将加速落地，并有望重塑交通出行行业。
Nvidia: Full-Stack robotaxis to launch with Uber across 28 markets by 2028, beginning with Los Angeles & San Francisco in the first half of 2027. $NVDA $UBER [QT @financialjuice: Nvidia CEO unveils Nissan. Byd, Hyundai, and Geely as a robo-taxi-ready partner. $NVDA]
@financialjuice ↗
据报道，Meta公司因AI整合而裁员20%后，股价大幅上涨。
Meta stock surges, 20% layoffs, AI
市场对Meta因AI驱动的效率提升和成本削减反应积极，表明投资者看好AI在大型科技公司内部带来的结构性变革。这可能预示着更多公司将效仿，利用AI优化运营并提升市值。
BREAKING: Meta stock surges following reports they’re laying off 20% of the company due to AI.
@polymarket ↗
Reddit ($RDDT) 公布了强劲的增长数据，包括广告商账户总数同比增长75%，广告业务同比增长75%，美国营收同比增长68%，国际营收同比增长78%。
Reddit $RDDT, Total Advertiser Accounts: +75% YoY, Advertising business: +75% YoY, U.S. Revenues: +68% YoY, Intl Revenues: +78% YoY
Reddit的各项核心业务指标均实现高速增长，显示其作为社交媒体平台的商业化潜力正在释放。强劲的财务表现和用户增长，使其成为市场中被低估的成长股之一，并有望受益于与大型语言模型的授权交易。
… and yet $RDDT trades at less than 20x NTM EPS which makes no sense… easily one of the most undervalued growth stocks in this market with multiple catalysts on the horizon… 1+ billion MAUs… the fastest growing ARPU… new licensing deals with the LLMs… expanding margins… [QT @qualtrim: Reddit might be the worlds fastest growing social media platform. - Total Advertiser Accounts: +75% YoY - Advertising business: +75% YoY - U.S. Revenues: +68% YoY - Intl Revenues: +78% YoY https://t.co/rOiz1CLxtr]
@jonahlupton ↗
美国股市在经历三周连跌后反弹，道琼斯工业平均指数收盘上涨近400点。科技股占主导的纳斯达克综合指数上涨1.2%，标普500指数上涨1%，所有板块均实现上涨。
Dow, nearly 400 points higher, stocks rebound, Nasdaq +1.2%, S&P 500 +1%
此次股市反弹可能表明投资者情绪有所恢复，尤其是在科技股带动下。油价下跌5.3%被认为是提振市场情绪的原因之一。
Dow closes nearly 400 points higher as stocks rebound after 3-week losing streak https://t.co/QAqdkDS6a3
@marketwatch ↗
以色列空军（IAF）上周精准打击并摧毁了伊朗伊斯兰革命卫队（IRGC）海军总部，该总部被高级海军指挥官用于管理行动和推进国际海上恐怖活动。
IRGC NAVAL HEADQUARTERS DISMANTLED, IAF, last week
此次袭击是对伊朗军事能力和恐怖活动管理网络的重大打击，可能加剧中东地区的紧张局势。以色列此举旨在削弱伊朗在国际海域的行动力及其对民用航运的威胁。
🎯⚓️IRGC NAVAL HEADQUARTERS DISMANTLED In a precise strike last week, the IAF dismantled the headquarters used by senior naval commanders to manage operations and advance international maritime terrorist activities. The IRGC’s Navy is responsible for terror attacks on civilian https://t.co/jnYVb10SY5
@idf ↗
德黑兰（伊朗）威胁称，如果美国对霍尔木兹岛（Kharg Island）的石油设施发动袭击，伊朗将打击任何发起袭击国家的石油和天然气设施。
Tehran, strike oil/gas facilities, US attack on Kharg Island
这一声明是伊朗对潜在军事行动的直接威胁，可能导致中东地区冲突升级，并对全球能源供应和价格产生重大影响。霍尔木兹海峡是重要的石油运输要道，任何军事行动都将引发国际关注。
Tehran to strike oil, gas facilities in any country where any US attack on oil facilities on Kharg Island originates - State Media
@financialjuice ↗
美国官员报告称，在美以对伊朗的行动中，已有超过200名美军在七个国家受伤或受创，其中绝大多数为轻伤，超过180名士兵已重返岗位。
US Officials, US troops, wounded or injured, exceed 200, seven countries, US-Israeli campaign against Iran
这一伤亡数据揭示了美以对伊朗军事行动的实际影响和广度。尽管多数伤情较轻，但部署范围之广和受伤人数之多，表明了该地区冲突的持续性和复杂性。
US Officials: US troops who have been wounded or injured during the US-Israeli campaign against Iran now exceed 200 across seven countries
@financialjuice ↗
美国总统唐纳德·特朗普表示，他已请求中国将与习近平主席的峰会推迟约一个月，理由是他必须留在华盛顿监督伊朗战争。
Donald Trump, requested China delay summit, Xi Jinping, about a month, oversee Iran war
这一决定凸显了伊朗战争在特朗普政府议程中的优先地位，以及其对外交日程的直接影响。推迟与中国的峰会可能对中美关系以及地区稳定产生连锁反应。
President Donald Trump said he had requested China delay a summit with Chinese counterpart Xi Jinping for about a month, saying it was important for him to remain in Washington to oversee the Iran war https://t.co/F676i5F6Jj
@business ↗
古巴总统米格尔·迪亚斯-卡内尔表示，古巴已连续三个多月未收到石油运输，目前主要依靠太阳能、天然气和热电厂发电，导致数万例手术被迫推迟。
Cuban President Miguel Díaz-Canel, no oil shipments for 3+ months, solar/natural gas/thermoelectric power, postponed tens of thousands of surgeries
古巴面临严重的能源危机和人道主义困境，石油短缺对其医疗系统和日常生活造成巨大冲击。这一状况可能促使古巴寻求新的国际援助或调整外交政策以缓解危机。
Cuban President Miguel Díaz-Canel on Friday said the island had not received oil shipments in more than three months and was operating on solar power, natural gas and thermoelectric plants, and the government has had to postpone surgeries for tens of thousands of people.
@newshour ↗
美联储计划于3月18日公布最新的利率决议，主席鲍威尔将在当天下午2:30发表讲话。
FED, interest rate decision, March 18, Powell to speak at 2:30 PM
REMINDER: 🚨 FED TO ANNOUNCE NEXT INTEREST RATE DECISION MARCH 18, POWELL TO SPEAK AT 2:30 PM
@scottmelker ↗
美国汽油价格自战争爆发以来已上涨25%，较一年前上涨21%。
Gas in the U.S., up 25% since the war began, 21% from a year ago
这一数据反映了正在进行的地缘政治冲突（可能指伊朗战争）对能源市场和消费者成本的直接影响。
Gas in the U.S. is now up 25% since the war began and 21% from a year ago, per WSJ
@unusual_whales ↗
美国民众对失业后3个月内找到新工作的感知概率降至44.0%，创下历史第二低，自2024年10月以来下降了12个百分点。
job worries, perceived probability to find new role, 44.0%, 2nd-lowest on record, -12 points since October 2024
这表明家庭对劳动力市场前景的悲观情绪日益增长。
Americans are extremely worried about their jobs: The perceived probability for households to find a new role within 3 months after a job loss is down to 44.0%, the 2nd-lowest on record. This percentage has declined -12 points since October 2024. To put this into context, the https://t.co/EHBs21LEG6
@kobeissiletter ↗
中国政府要求出口商暂停出运氮钾复合肥。
Chinese government, halt outbound shipments, nitrogen-potassium fertilizer blends
此举可能对全球粮食和农业供应链以及通货膨胀产生重大影响。
Inflationary. Fuel to the fire. 1970s all over again. [QT @unusual_whales: The Chinese government has asked exporters to halt outbound shipments of nitrogen-potassium fertilizer blends, per Bloomberg]
@great_martis ↗
美国房屋供应正在复苏，2026年1月有44,698套去年退市的房屋重新挂牌出售，是2016年有数据以来的最高1月数字，也是连续第五年同比增长。
US home supply, resurging, 44,698 homes relisted, January 2026, highest January since 2016, 5th consecutive annual increase
这表明美国房地产市场的供应紧张状况正在缓解。
US home supply is resurging: 44,698 homes that were delisted last year were relisted for sale in January 2026, the highest January figure since data began in 2016, according to Redfin. This also marks the 5th consecutive annual increase. Since 2022, relistings have surged https://t.co/4BiGuxAdwV
@kobeissiletter ↗
OpenAI的GPT-5.4模型在API发布后的首周内取得了显著的采用，每日处理5万亿个tokens，处理量超过一年前整个API的总量，并达到10亿美元的年化新增收入运行率。
GPT-5.4, 5T tokens per day, annualized run rate of $1B, within a week
这一成就展示了GPT-5.4强大的市场吸引力和快速增长，同时也被认为其“人性化”的特点使其比前代模型更受欢迎。
gpt-5.4 has ramped faster than any other model we've launched in the API: within a week of launch, 5T tokens per day, handling more volume than our entire API one year ago, and reaching an annualized run rate of $1B in net-new revenue. it's a good model, try it out!
@gdb ↗
据《华尔街日报》报道，OpenAI计划削减副业项目，专注于其核心业务，这导致了原定耗资5000亿美元的“星门项目”数据中心计划被放弃，转而租用微软、甲骨文和亚马逊的设施。
OpenAI, cut back on side projects, nail core business, Stargate Project is dead, renting from Microsoft, Oracle, Amazon
这一战略转变表明OpenAI正在重新集中资源，并可能预示着AI基础设施建设模式的重大调整，从自建转向更依赖云计算巨头的服务。
🚨BREAKING: OPENAI STARGATE IS DEAD OpenAI has abandoned ambitious plan to build data centers, now just RENTING from Microsoft, Oracle, Amazon >be OpenAI >January 2025 >stand next to the President of the United States >announce "THE STARGATE PROJECT" >$500 billion AI https://t.co/bOBt8QgK6z
@ns123abc ↗
英伟达（Nvidia）首席执行官黄仁勋预计，到2027年，该公司仅凭其AI芯片就能产生至少1万亿美元的收入。
Nvidia CEO Jensen Huang, at least $1 trillion in revenue, AI chips, by 2027
这一雄心勃勃的预测彰显了英伟达对实时AI计算市场未来增长的巨大信心，尽管有市场评论指出盘后交易反映出对这一预测的怀疑。
Nvidia CEO Jensen Huang said the company could generate at least $1 trillion in revenue from its AI chips by 2027, as it ramps up competition in the fast-growing real-time AI computing market https://t.co/nvKOp0h2uU https://t.co/MdzZJSJTKd
@reutersbiz ↗
英伟达（NVIDIA）发布了DLSS 5，一项面向游戏、由AI驱动的视觉保真度突破性技术，计划于今年秋季推出。
NVIDIA DLSS 5, AI-powered, visual fidelity for games, coming this fall
Announcing NVIDIA DLSS 5, an AI-powered breakthrough in visual fidelity for games, coming this fall. DLSS 5 infuses pixels with photorealistic lighting and materials, bridging the gap between rendering and reality. Learn More → https://t.co/yHON3nGyxE https://t.co/UvF9G7tlZs
@NVIDIAGeForce ↗
Mistral AI公司发布了新的AI模型Mistral Small 4。
Mistral Small 4, is out
Mistral Small 4 is out https://t.co/IdAowSpHpN
@_akhaliq ↗
美国证券交易委员会（SEC）正在准备一项提案，拟取消上市公司提交季度财报的要求，转而允许公司每年公布两次业绩。
SEC, eliminate requirement to report earnings quarterly, twice a year
这项重大监管变革可能对市场透明度和投资者决策产生深远影响，有观点认为这会使市场波动性分析变得更加重要。
BREAKING: The SEC is preparing a proposal that would eliminate the requirement for public companies to report earnings quarterly, instead allowing firms the option to disclose results just twice a year
@exec_sum ↗
自2020年第一季度以来，大型科技公司的资本支出（CapEx）增速空前：微软（$MSFT）增长693%，Meta（$META）增长501%，亚马逊（$AMZN）增长464%，Alphabet（$GOOGL）增长364%，自2022年11月ChatGPT发布以来更是大幅飙升。
CapEx growth, Microsoft +693%, Meta +501%, Amazon +464%, Alphabet +364%, since Q1 2020, since November 2022 (ChatGPT)
这一趋势突显了科技巨头对基础设施的巨额投资，很可能受到AI热潮的推动。
Mega-cap tech CapEx growth is unprecedented: CapEx at Microsoft, $MSFT, is up a massive +693% since Q1 2020, leading all top tech spenders. Meta, $META, Amazon, $AMZN, and Alphabet, $GOOGL, follow at +501%, +464%, and +364%, respectively. Since November 2022, when ChatGPT was https://t.co/X93uzRKFPd
@kobeissiletter ↗
Reddit（$RDDT）的交易估值低于未来十二个月（NTM）盈利的20倍，尽管其广告客户账户同比增长75%，广告业务同比增长75%，并拥有超过10亿的月活跃用户（MAUs），同时签订了新的LLM许可协议。
Reddit ($RDDT), trades at less than 20x NTM EPS, Total Advertiser Accounts: +75% YoY, Advertising business: +75% YoY, 1+ billion MAUs, new licensing deals with the LLMs
市场观察者认为，鉴于其强劲的增长指标和未来的催化剂，Reddit的估值被严重低估。
Reddit might be the worlds fastest growing social media platform. - Total Advertiser Accounts: +75% YoY - Advertising business: +75% YoY - U.S. Revenues: +68% YoY - Intl Revenues: +78% YoY $RDDT https://t.co/rOiz1CLxtr
@qualtrim ↗
主要股票正在经历大约30%的回调。
Major stocks, correcting -30%
这表明特定大型股票市场出现显著下跌，可能预示着市场动态的“潮汐变化”。
Indexes having their bearish momentum crossovers complete. Major stocks almost quietly correcting -30%. Crypto decorrelation and significant relative strength breakouts from 6 week ranges. You may want to start making very whispered calls for a changing of the tides…
@coldbloodshill ↗
伊朗战争已进入第三周，霍尔木兹海峡的航运实际上已中断，导致汽油价格持续上涨。特朗普总统呼吁盟友协助确保海峡安全，这暗示海峡可能已被布雷。然而，德国、日本和澳大利亚拒绝军事介入，欧盟也无意将其红海海上任务扩展至霍尔木兹海峡。
War with Iran, third week, Strait of Hormuz shut off, gas prices continue to rise, Trump demanding help from U.S. allies, Germany, Japan, Australia, UK, France, EU Foreign Affairs Chief Kaja Kallas, no appetite to extend EU maritime mission, minesweepers
当前局势凸显了对全球供应链的严重影响、国际社会对直接军事干预的有限意愿以及伊朗通过控制海峡所获得的战略筹码。尽管有报道称部分船只恢复通行以及讨论释放紧急储备，导致油价略有下降，但对全球经济的长期影响依然显著。
现在问题就是伊朗其实已经胜利了。只要掌控着霍尔木兹海峡，它无论对海湾内的各国还是海湾外的各国就都掌握着无比巨大的杠杆。它可以利用这个杠杆做减少制裁，增加收入，扩大势力范围等等一切事情，伊朗的处境其实已经非常舒适。它既没有动机进一步升级战争，也绝对没有动机放弃现状回到自己不控制海峡
@Areskapitalon ↗
伊朗伊斯兰革命卫队（IRGC）声称最近使用导弹和无人机摧毁了部署在该地区的数架美国战斗机，但美国中央司令部（CENTCOM）否认了这一说法，指出没有美军战斗机被击中，且美军战机继续展示无与伦比的杀伤力。
Iran's IRGC, U.S. fighter jets, destroyed, missiles and drones, CENTCOM, LIE, No U.S. fighter jets have been struck
这表明正在进行的冲突中存在信息战，伊朗试图宣扬其军事成功，而美军则直接予以反驳。
🚫 Iran's IRGC claims it recently destroyed several U.S. fighter jets based in the region using missiles and drones. LIE. ✅ No U.S. fighter jets have been struck by Iran. In fact, U.S. Navy, Air Force and Marine Corps fighter aircraft continue to demonstrate unmatched lethality https://t.co/SDmAZkTyiw
@centcom ↗
特朗普总统请求中国将与习近平主席的峰会推迟大约一个月，理由是他需要监督正在进行的伊朗战争。
Trump, China, Xi Jinping, delay summit, about a month, Iran war
这一举动凸显了伊朗冲突对美国政府外交日程的即时和巨大影响，可能对中美关系产生连锁反应。
Trump says U.S. asked China to delay Xi meeting 'a month or so' due to Iran war https://t.co/r7TRSaNbhK
@cnbc ↗
马来西亚在美国最高法院于2月裁定特朗普总统根据《国际紧急经济权力法》（IEEPA）征收的关税非法后，宣布其与美国的贸易协议无效。
Malaysia, trade deal, U.S., Supreme Court, Donald Trump, IEEPA tariffs, illegal, February
这一事件表明美国最高法院对总统权限的裁决在国际贸易领域产生了直接而重大的影响。
Malaysia has declared the trade deal with the U.S. invalid after the Supreme Court ruled President Donald Trump‘s tariffs imposed under the International Emergency Economic Powers Act (IEEPA) illegal in February.
@unusual_whales ↗
据报道，伊朗伊斯兰革命卫队（IRGC）对油气生产设施发动了零星袭击，包括伊拉克的Majnoon油田和阿联酋的Shah油气田。与此同时，阿联酋因应对来自伊朗的导弹和无人机威胁而暂时关闭其领空。
Iran's IRGC, sporadic attacks, oil/gas production facilities, Majnoon oil field in Iraq, Shah oil and gas field in the UAE, UAE temporarily closes its airspace, incoming missile and drone threats from Iran
这些事件表明伊朗对关键能源基础设施和海湾国家主权领土的直接袭击正在升级，导致了即时的安全措施并加剧了地区紧张局势。
Further ominous developments today. For first time, Iran successfully targeted oil/gas production facilities (rather than refining, terminals and storage): Oil and gas field in the UAE (Shah) hit Oil field in Iraq (Majnoon) attacked Plus Saudi Arabia saw large drone swarms
@JavierBlas ↗
美国联邦储备委员会定于3月18日公布下次利率决议，美联储主席鲍威尔将于下午2:30发表讲话。
FED INTEREST RATE DECISION MARCH 18, POWELL 2:30 PM
REMINDER: 🚨 FED TO ANNOUNCE NEXT INTEREST RATE DECISION MARCH 18, POWELL TO SPEAK AT 2:30 PM
@scottmelker ↗
中国政府要求出口商暂停出运氮钾肥混合物。
CHINA HALTS NITROGEN-POTASSIUM FERTILIZER EXPORTS
此举被视为具有通胀效应，并被比作20世纪70年代的能源危机。
Inflationary. Fuel to the fire. 1970s all over again. [QT @unusual_whales: The Chinese government has asked exporters to halt outbound shipments of nitrogen-potassium fertilizer blends, per Bloomberg]
@great_martis ↗
日本财务大臣重申可能干预以应对近期汇率波动，称其不符合基本面。
JAPAN FINANCE MINISTER FX INTERVENTION WARNING
日本财长的言论表明了对汇市过度波动的担忧，并准备采取行动干预外汇市场。
Japan Finance Minister Katayama: will respond always against volatility in financial markets including forex
@financialjuice ↗
穆迪表示，如果油价持续高企哪怕几周，经济衰退也将难以避免。
MOODY'S RECESSION WARNING OIL PRICES
这一预测凸显了在中东地缘政治紧张局势下，持续高油价对经济造成的严峻影响。
Moody’s says a recession will be hard to avoid if oil prices stay elevated for even a few more weeks
@marketwatch ↗
受中东战争对印尼盾造成的压力以及投资者对财政纪律的担忧，印尼央行预计将维持其关键利率不变。
INDONESIA CENTRAL BANK RATES UNCHANGED MIDDLE EAST WAR RUPIAH PRESSURE
印尼央行的这一决定反映了在区域冲突加剧和投资者对财政纪律担忧背景下，为稳定汇率采取的谨慎立场。
Indonesia’s central bank is expected to keep its key interest rate unchanged as policymakers confront mounting pressure on the rupiah from war in the Middle East and investor concerns over fiscal discipline
@business ↗
OpenAI已放弃其宏大的“星际之门项目”（Stargate Project）数据中心建设计划，转而从微软、甲骨文和亚马逊租用基础设施。
OPENAI ABANDONS STARGATE PROJECT, RENTS INFRASTRUCTURE
这一战略转变表明OpenAI在基础设施方面依赖主要云服务提供商，放弃了大规模独立数据中心的建设。
Whoops! [QT @ns123abc: 🚨BREAKING: OPENAI STARGATE IS DEAD OpenAI has abandoned ambitious plan to build data centers, now just RENTING from Microsoft, Oracle, Amazon >be OpenAI >January 2025 >stand next to the President of the United States >announce "THE STARGATE PROJECT" >$500 billion AI https://t.co/bObt8QgK2N]
@joshyoung ↗
埃隆·马斯克宣布，他打算将对OpenAI诉讼中可能获得的最高达1350亿美元的法律赔偿捐赠给慈善机构。
ELON MUSK $135 BILLION OPENAI LAWSUIT DONATION
此声明凸显了诉讼的巨大经济利益，以及马斯克对潜在收益的慈善（或宣传）意图。
JUST IN: Elon Musk announces he will donate potential legal winnings from OpenAI lawsuit, up to $135 billion, to charity.
@polymarket ↗
英伟达CEO黄仁勋表示，公司有望在2027年前，通过其AI芯片业务至少创造1万亿美元的收入，以加强在实时AI计算市场的竞争。
NVIDIA CEO HUANG $1 TRILLION AI CHIP REVENUE BY 2027
英伟达CEO的这一雄心勃勃的预测，突显了公司对快速扩张的AI芯片市场及其在该领域主导地位的信心。
Nvidia CEO Jensen Huang said the company could generate at least $1 trillion in revenue from its AI chips by 2027, as it ramps up competition in the fast-growing real-time AI computing market
@reutersbiz ↗
英伟达宣布推出DLSS 5，这项AI驱动的游戏视觉保真技术突破计划于今年秋季发布，它能为像素注入照片级真实感的光照和材质。
NVIDIA DLSS 5 ANNOUNCED FALL RELEASE
DLSS 5代表了AI驱动图形渲染技术的重大进步，有望为游戏和更广泛的视觉应用带来增强的真实感。
Before dlss | after dlss https://t.co/H58Nt7rxTO [QT @NVIDIAGeForce: Announcing NVIDIA DLSS 5, an AI-powered breakthrough in visual fidelity for games, coming this fall. DLSS 5 infuses pixels with photorealistic lighting and materials, bridging the gap between rendering and reality. Learn More → https://t.co/yHON3nGyxE https://t.co/UvF9G7tlZs]
@yacinemtb ↗
英国计划在未来四年内投资超过13亿美元用于量子计算研究，以认识到其对国家安全的关键重要性。
UK $1.3 BILLION QUANTUM COMPUTING INVESTMENT
这项巨额政府投资表明了英国在发展尖端技术方面的战略重点，旨在推动经济增长和国家安全。
The UK will spend more than $1.3 billion on quantum computing research over the next four years, as governments boost investment into a technology that’s increasingly considered critical to national security
@business ↗
美国证券交易委员会（SEC）正准备取消季度财报要求，转而允许公司半年公布一次业绩。
SEC ELIMINATES QUARTERLY EARNINGS REPORTS, SEMI-ANNUAL
这项监管改革可能显著影响企业报告负担和投资者信息流，并可能改变市场动态。
BREAKING: SEC preparing to eliminate requirement to report earnings quarterly, will instead let companies share results twice a year.
@polymarket ↗
自2020年第一季度以来，大型科技公司资本支出（CapEx）增长空前，其中微软（+693%）、Meta（+501%）、亚马逊（+464%）和Alphabet（+364%）领跑支出榜。
MEGA-CAP TECH CAPEX GROWTH MSFT +693%, META +501%, AMZN +464%, GOOGL +364% SINCE Q1 2020
领先科技公司资本支出的巨幅增长，凸显了它们在基础设施和创新方面的积极投资，这可能受到AI和云计算需求的驱动。
Mega-cap tech CapEx growth is unprecedented: CapEx at Microsoft, $MSFT, is up a massive +693% since Q1 2020, leading all top tech spenders. Meta, $META, Amazon, $AMZN, and Alphabet, $GOOGL, follow at +501%, +464%, and +364%, respectively. Since November 2022, when ChatGPT was https://t.co/X93uzRKFPd
@kobeissiletter ↗
伊朗伊斯兰革命卫队（IRGC）声称最近在中东地区摧毁了几架美国战斗机，但美国中央司令部（CENTCOM）否认有任何美国飞机被击中。
IRGC FALSE CLAIM US FIGHTER JETS DESTROYED, CENTCOM DENIES
这次交锋是典型的战时宣传，伊朗试图展示实力，而美国则反击有关军事冲突的虚假信息。
🚫 Iran's IRGC claims it recently destroyed several U.S. fighter jets based in the region using missiles and drones. LIE. ✅ No U.S. fighter jets have been struck by Iran. In fact, U.S. Navy, Air Force and Marine Corps fighter aircraft continue to demonstrate unmatched lethality https://t.co/SDmAZkTyiw
@centcom ↗
伊朗冲突已进入第三周，导致霍尔木兹海峡航运交通实际中断、全球汽油价格上涨，以及阿联酋因伊朗导弹和无人机威胁暂时关闭领空。国际上，德国、日本和澳大利亚拒绝加入美国军事重开海峡的努力，而英国和法国表示愿意讨论方案。
IRAN WAR, HORMUZ DISRUPTION, UAE AIRSPACE, ALLIES DIVIDED
旷日持久的冲突严重扰乱了全球能源贸易和地区安全，美国难以在霍尔木兹海峡问题上建立统一的国际军事联盟。阿联酋领空关闭和直接威胁表明地区紧张局势显著升级。
BREAKING: Germany, Japan, and Australia say they will not be joining US efforts to militarily reopen the Strait of Hormuz while the UK and France say they are willing to discuss options, per WSJ.
@kobeissiletter ↗
美国总统特朗普要求中国将与习近平主席的会晤推迟约一个月，原因在于正在进行的伊朗战争。
TRUMP ASKS CHINA TO DELAY XI MEETING DUE TO IRAN WAR
这一外交请求突显了特朗普政府将伊朗冲突及其对更广泛国际交往（尤其是与中国）的影响置于优先地位。
Trump says U.S. asked China to delay Xi meeting 'a month or so' due to Iran war
@cnbc ↗
马来西亚在美国最高法院于2月份裁定特朗普总统根据《国际紧急经济权力法》（IEEPA）征收的关税为非法后，宣布与美国的贸易协议无效。
MALAYSIA DECLARES US TRADE DEAL INVALID AFTER TRUMP IEEPA TARIFFS RULED ILLEGAL
马来西亚此举表明，美国最高法院的一项裁决引发了重大的国际连锁反应，可能为其他受类似关税影响的国家树立先例。
Malaysia has declared the trade deal with the U.S. invalid after the Supreme Court ruled President Donald Trump‘s tariffs imposed under the International Emergency Economic Powers Act (IEEPA) illegal in February.
@unusual_whales ↗
美国总统特朗普表示，他相信自己将“有幸拿下古巴”。
TRUMP "TAKING CUBA" STATEMENT
这位现任总统（或有力候选人）的声明概述了对古巴潜在的激进单边外交政策立场，预示着国际关系的重大转变。
BREAKING: Trump has said: “I do believe I’ll have the honor of taking Cuba."
@unusual_whales ↗
日本财务大臣片山表示，近期日元走势与基本面不符，并警告当局可能采取行动应对汇市波动。
Japan Finance Minister Katayama, FX volatility, possible action
此言论暗示日本政府对日元贬值保持高度警惕，可能准备通过干预汇市来稳定日元，以避免汇率过度波动对经济造成负面影响。
Japan Finance Minister Katayama: will respond always against volatility in financial markets including forex
@financialjuice ↗
据《华尔街日报》报道，美国证券交易委员会（SEC）正准备取消上市公司提交季度财报的要求。
US SEC, scrap quarterly reporting requirement
这一潜在的监管变化可能会减轻上市公司的报告负担，但同时也引发了对市场透明度和投资者获取信息及时性的担忧，可能影响公司估值和市场效率。
US SEC preparing to scrap quarterly reporting requirement, WSJ reports
@reutersbiz ↗
受中东战事引发的供应中断担忧影响，油价上涨超过2%，尽管早前有报道称油价下跌，但交易员正在权衡遏制石油供应冲击的努力。中国此前已通过伊朗石油建立战略储备。
Oil prices jump >2%; Middle East war; supply disruption; China buffer oil stock
市场对霍尔木兹海峡的航运安全和中东地区局势升级可能造成的石油供应中断高度敏感，导致油价跳涨。分析师指出，尽管有遏制冲击的尝试，但地缘政治风险仍主导油价走势，而中国在冲突前建立的石油储备可能为其提供了缓冲。
Oil jumps over 2% as doubts linger over U.S.-backed plan to protect Strait of Hormuz shipping
@cnbc ↗
英伟达CEO黄仁勋预测，公司到2027年有望通过其Blackwell和Vera Rubin AI芯片获得至少1万亿美元的订单收入。
Nvidia, Jensen Huang, $1 trillion revenue, AI chips, Blackwell, Vera Rubin, by 2027
这一大胆预测凸显了英伟达对AI芯片市场的巨大信心和领导地位，预示着AI计算领域将迎来前所未有的增长。这也表明公司正积极布局下一代芯片技术，以满足不断增长的AI需求。
Nvidia CEO Jensen Huang said the company could generate at least $1 trillion in revenue from its AI chips by 2027, as it ramps up competition in the fast-growing real-time AI computing market https://t.co/nvKOp0h2uU https://t.co/MdzZJSJTKd
@reutersbiz ↗
英国将在未来四年内投入超过13亿美元（10亿英镑）用于量子计算研究和采购，将其视为国家安全的关键技术。
UK, $1.3 billion (1 billion pounds), quantum computing research/procurement, 4 years
此项重大投资表明英国政府将量子计算提升到国家战略高度，旨在通过技术领先确保国家安全和经济竞争力。这预计将推动英国在量子技术领域的创新和产业发展。
The UK will spend more than $1.3 billion on quantum computing research over the next four years, as governments boost investment into a technology that’s increasingly considered critical to national security https://t.co/WG8a8j8XM9
@business ↗
OpenAI已放弃其雄心勃勃的5000亿美元“星门计划”数据中心建设，转而从微软、甲骨文和亚马逊租用计算能力。
OpenAI, Stargate Project abandoned, $500 billion, rent from Microsoft, Oracle, Amazon
此举表明OpenAI在自建大规模基础设施方面遭遇挑战，或重新评估了成本效益和资源配置策略。转为租用云计算资源可能会使其更灵活地扩展业务，但同时也可能加深其对大型云服务提供商的依赖。
🚨BREAKING: OPENAI STARGATE IS DEAD OpenAI has abandoned ambitious plan to build data centers, now just RENTING from Microsoft, Oracle, Amazon >be OpenAI >January 2025 >stand next to the President of the United States >announce "THE STARGATE PROJECT" >$500 billion AI https://t.co/bOBt8QgK6z
@joshyoung ↗
英伟达CEO黄仁勋在GTC大会上现身Nebius和CoreWeave展位，并与美光科技CEO Sanjay Mehrotra会面。
Nvidia CEO Jensen Huang, GTC, Nebius, CoreWeave, Micron CEO Sanjay Mehrotra
黄仁勋的公开活动凸显了英伟达在AI产业中的核心地位及其与生态伙伴的紧密联系。与美光CEO的会面可能暗示两家公司在AI芯片供应链或技术合作方面的潜在互动。
Nvidia $NVDA CEO Jensen Huang is in the Nebius $NBIS booth right now at GTC https://t.co/TuI9trzcyi
@stockmktnewz ↗
伊朗冲突已进入第三周，关键的霍尔木兹海峡航运被有效切断，全球石油供应链受到冲击。阿联酋为防范伊朗导弹和无人机威胁，临时关闭领空。美国总统特朗普正寻求北约盟友协助重开海峡，并有消息称伊朗革命卫队已在主要航道布雷。
Iran war, 3rd week, Strait of Hormuz blockade, UAE airspace closure, missile/drone threats from Iran, Trump demands NATO help, IRGC mining
中东冲突升级及其对全球能源供应的影响已成为国际关注焦点。霍尔木兹海峡的持续封锁对全球经济构成严重威胁，促使美国寻求盟友支持。伊朗的行动，包括潜在的布雷，加剧了地区紧张局势，使得解决冲突的路径更为复杂。
The war with Iran has entered its third week, shipping traffic through the critical Strait of Hormuz remains effectively shut off, and the shockwaves to the global supply chain of oil are being felt. https://t.co/vJ1TsAc6nR
@newshour ↗
前总统特朗普表示，他相信自己将“有幸拿下古巴”，并认为他可以“随心所欲地处置它”。美国唯一的古巴裔国会议员公开支持特朗普对哈瓦那政权的行动。
Trump, 'taking Cuba', US Congressperson from Cuba supports
特朗普的言论暗示了其对古巴采取更强硬立场的意图，这可能预示着美国对古巴政策的重大转变。古巴裔国会议员的支持则表明此立场在美国国内有一定政治基础。
BREAKING: Trump has said: “I do believe I’ll have the honor of taking Cuba."
@unusual_whales ↗
据报道，特朗普政府提议暂停对赞比亚的艾滋病援助，以迫使其向美国提供关键矿产的开采权。
Trump administration, Zambia, HIV assistance, critical minerals access
这一策略显示了美国在关键矿产供应链上的战略焦虑，试图通过外交压力获取资源。然而，此举也引发了对利用人道援助作为政治筹码的伦理争议和国际批评。
"The Trump administration has proposed withholding HIV assistance to Zambia to force the country to provide the U.S. access to critical minerals," per NYP
@unusual_whales ↗
瑞银（UBS）于3月16日在以太坊主网完成了首个生产型代币化基金的认购和赎回，交易结算时间仅为12秒，远低于传统的2天。瑞银管理着6万亿美元资产，旗下有数百支基金。
UBS, first production tokenized fund, Ethereum mainnet, March 16, 12 seconds settlement
此举标志着传统金融巨头在区块链技术应用上的重要里程碑，展示了代币化资产在提高效率和降低成本方面的巨大潜力。一旦基础设施得到验证，瑞银有可能将其庞大的基金规模逐步迁移到链上，推动机构级加密资产采用的加速。
UBS completed first production tokenized fund on ethereum mainnet march 16. not a pilot. actual subscription and redemption orders settling in 12 seconds vs 2 days. they have $6T AUM and hundreds of funds. once one fund goes live the infrastructure exists to migrate the rest. T+0
@aixbt_agent ↗
日本财务大臣表示近期日元汇率波动与基本面不符，并重申可能采取行动进行干预。
Japan’s finance minister, currency moves, warnings of possible action
市场普遍认为日本当局正密切关注汇率，并可能在未来采取措施稳定日元，以避免对经济造成不利影响。
Japan’s finance minister said recent currency moves are not in line with fundamentals, reiterating warnings of possible action by authorities to counter the moves https://t.co/CFpn5KW5IB
@business ↗
市场普遍预计日本央行本周将维持现有政策不变，但行长强调需要实现由工资增长支撑的2%通胀目标，同时也将密切关注油价飙升对经济的影响。
Bank of Japan policy hold, 2% inflation, wage gains, surging oil prices
尽管短期内政策预计不变，但日本央行对通胀和工资增长的关注表明其未来政策方向可能受这些因素影响，而油价波动是其考量的重要外部风险。
Bank of Japan chief stresses need to hit 2% inflation backed by wage gains https://t.co/oRAecussW0
@reutersasia ↗
据报道，美国证券交易委员会（SEC）正准备取消上市公司的季度财报要求。
US SEC, scrap quarterly reporting requirement
这一潜在举措可能会减轻上市公司的报告负担，但同时也可能引发对市场透明度和投资者获取实时信息能力的讨论。
US SEC preparing to scrap quarterly reporting requirement, WSJ reports https://t.co/8DzVJLrzPj https://t.co/8DzVJLrzPj
@reutersbiz ↗
欧洲央行行长克里斯蒂娜·拉加德预计将在2027年10月八年任期结束前提前离职。
ECB President Lagarde, step down before completing her eight-year term, October 2027
这一意外的人事变动可能会引发市场对欧洲央行未来领导层和货币政策方向的猜测，并可能影响欧元区的经济预期。
European Central Bank President @Lagarde is expected to step down before completing her eight-year term in October 2027, according to the Financial Times. Last year, Lagarde told @flacqua that she initially believed the role was a five-year term, but French President Emmanuel https://t.co/p7dI4yvleo
@bbgoriginals ↗
英国宣布将在未来四年内投入超过13亿美元（10亿英镑）用于量子计算研究和采购，以增强国家安全技术实力。
UK, spend more than $1.3 billion, quantum computing research, next four years, £1 billion procurement
英国政府的重大投资凸显了量子计算在国家安全和技术竞争力方面的战略重要性，旨在加速该领域的发展并巩固其在全球科技前沿的地位。
The UK will spend more than $1.3 billion on quantum computing research over the next four years, as governments boost investment into a technology that’s increasingly considered critical to national security https://t.co/WG8a8j8XM9
@business ↗
韩国SK集团负责人预测，由于半导体生产的固有限制，全球存储芯片短缺问题可能还会持续四到五年。
global shortage of memory chips, persist another four to five years, SK Group head
这一长期短缺预测意味着半导体供应链将继续面临挑战，可能对依赖芯片的多个行业（包括AI和消费电子）的生产和成本产生持续影响。
A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production, the head of South Korean conglomerate SK Group says https://t.co/RJOsZj2OAB
@business ↗
DeepSeek AI在Nvidia GTC 2026上展示了其汽车级Robotaxi GXR，并宣布与Grab合作在东南亚部署这款硬件成本约为4万美元的车辆。
DeepSeek AI, Robotaxi GXR, Nvidia GTC 2026, Grab, SEA, hardware ~$40K
此次发布标志着自动驾驶技术在商业化应用上的重要进展，尤其是在成本控制和区域性部署方面，预示着未来共享出行服务的变革。
We showcased our purpose-built, automotive-grade Robotaxi GXR at @nvidia GTC 2026! 🚕 With Grab, we're introducing this vehicle across SEA. Hardware now ~US$40K with another potential 15% reduction as our fleet scales. $WRD https://t.co/nMFuQTh1nE
@deepseek_ai ↗
英伟达CEO黄仁勋预测，到2027年，其Blackwell和Vera Rubin平台将获得1万亿美元的订单。
Jensen Huang forecasts $1 trillion in orders for Blackwell and Vera Rubin through ’27
这一巨额订单预测突显了AI硬件市场的巨大潜力和英伟达在其中的主导地位，预示着AI基础设施投资的持续高增长。
Jensen Huang forecasts $1 trillion in orders for Blackwell and Vera Rubin through ’27. The technical term for this is "a lot." https://t.co/0mqhlqtnzA
@trengriffin ↗
阿富汗指责巴基斯坦对一所戒毒医院发动空袭，造成至少400人死亡，这可能标志着两国冲突的重大升级。
Afghanistan accused Pakistan, airstrike, killed at least 400 people, drug treatment hospital, major escalation
这一严重指控若属实，将极大加剧阿富汗和巴基斯坦之间的紧张关系，可能导致地区局势进一步动荡，并引发国际社会关注。
Afghanistan accused Pakistan of launching an airstrike that killed at least 400 people at a drug treatment hospital, in what could mark a major escalation in fighting between the neighbors https://t.co/ek9pRGVeDt
@business ↗
由于拦截了无人机和导弹，阿联酋于周二上午临时关闭空域后不久又重新开放；同时，与伊朗的冲突已进入第三周，霍尔木兹海峡的航运受到有效阻碍，影响全球石油供应链。
UAE closed its airspace, early Tuesday morning, reopened, intercepted drones and missiles, Iran conflict extends into a third week, Strait of Hormuz remains effectively shut off, global supply chain of oil
阿联酋空域的短期关闭和重开反映了中东地区冲突的持续紧张态势，特别是霍尔木兹海峡的航运中断，对全球能源市场和供应链造成了显著冲击。
The war with Iran has entered its third week, shipping traffic through the critical Strait of Hormuz remains effectively shut off, and the shockwaves to the global supply chain of oil are being felt. https://t.co/aU1Ekj442p
@newshour ↗
特朗普总统宣布，他将把与中国国家主席习近平的峰会推迟“一个月左右”。
Trump, putting off his summit with Xi Jinping, "a month or so"
此次峰会推迟可能表明两国在某些关键议题上仍存在分歧，或者地缘政治环境（如伊朗冲突）影响了外交议程，为未来的中美关系增添不确定性。
Trump's announcement that he's putting off his summit with Xi Jinping for "a month or so" echoes previous last minute switches regarding foreign travel and meetings with world leaders https://t.co/TmzncLYedd
@business ↗
瑞银（UBS）于3月16日在以太坊主网完成了首个生产级代币化基金，认购和赎回订单结算时间从传统两天缩短至12秒。
UBS completed first production tokenized fund on ethereum mainnet March 16, settling in 12 seconds vs 2 days, $6T AUM
这一突破性的举动展示了区块链技术在传统金融资产代币化方面的巨大潜力，显著提升了结算效率，并为瑞银管理下的数万亿美元资产的未来迁移奠定了基础。
UBS completed first production tokenized fund on ethereum mainnet march 16. not a pilot. actual subscription and redemption orders settling in 12 seconds vs 2 days. they have $6T AUM and hundreds of funds. once one fund goes live the infrastructure exists to migrate the rest. T+0
@aixbt_agent ↗
Redfin调查显示，美国住房负担能力危机正在恶化，49%的美国人现在难以负担常规租金或抵押贷款，高于2025年5月的44%。Z世代受影响最严重，有67%的人面临负担困难。
US housing affordability, 49% struggling, up from 44% (May 2025), Gen Z 67%
该数据表明，美国房地产市场的负担能力问题持续加剧，对年轻一代的影响尤为显著，可能预示着消费者支出和整体经济健康的潜在风险。
The US housing affordability crisis is somehow still getting worse: 49% of Americans are now struggling to afford their regular rent or mortgage payments, up from 44% in May 2025, according to a Redfin survey. Generation Z is hit the hardest, with 67% struggling to afford
@kobeissiletter ↗
高盛预测，中东战争引发的石油市场冲击将对喷气燃料和柴油等成品油产生比原油更大的影响。与此同时，由于对美国支持的霍尔木兹海峡航运保护计划存疑，油价上涨超过2%。尽管如此，美国股市表现出惊人的韧性。
Middle East war, oil market shock, jet fuel, diesel, crude, Goldman Sachs, oil jumps over 2%, Strait of Hormuz, US stocks resilient
中东冲突正在改变全球能源市场动态，成品油价格可能面临更大压力，对相关行业影响深远。尽管油价上涨，但美国股市的韧性表明市场对冲突影响的消化可能存在分歧或特定行业支撑。
The largest oil market shock on record triggered by the war in the Middle East is set to have a greater impact on products such as jet fuel and diesel than on crude, according to Goldman Sachs
@business ↗
澳大利亚央行周二连续第二次会议上调关键利率25个基点，达到近一年来的最高水平，以应对顽固的通货膨胀。
Australia, central bank, interest rate hike, 25 basis points, second straight meeting, Tuesday, near 1-year high
澳大利亚央行的连续加息行动表明其对抑制通胀的决心，这可能会对当地经济增长和消费者借贷成本产生进一步影响，同时反映出全球主要经济体持续面临通胀压力。
Australia’s central bank raised its key interest rate for a second straight meeting on Tuesday, stepping up its battle against stubborn inflation
@business ↗
日本央行行长强调需要实现由工资增长支撑的2%通胀目标。经济学家普遍预计本周日本央行将维持现有政策不变，但关于油价飙升是否需要采取先发制人措施的讨论将非常重要。
Bank of Japan, 2% inflation, wage gains, policy hold expected, surging oil prices
日本央行继续致力于通过工资增长实现其通胀目标，而中东冲突导致的油价上涨正成为其货币政策审议中的一个关键考量因素，这可能影响未来的政策走向。
Bank of Japan chief stresses need to hit 2% inflation backed by wage gains
@reutersworld ↗
亚洲价值1.8万亿美元的私募信贷市场正经历赎回压力和客户焦虑，导致私人银行家们手忙脚乱地应对，尽管该地区此前被认为更能免受近期动荡的影响。
Asia, private credit market, $1.8 trillion, redemption pressures, client anxiety
这表明即使是通常被认为更具韧性的亚洲私募信贷市场也未能幸免于全球经济不确定性带来的冲击，预示着该地区金融市场可能面临更广泛的流动性挑战。
Private bankers across Asia are scrambling to contain client anxiety as redemption pressures ripple through the $1.8 trillion private credit market, even in a region seen as more insulated from the recent turmoil
@business ↗
韩国SK集团负责人表示，由于半导体生产的固有限制，全球内存芯片短缺可能还会持续四到五年。
Global memory chip shortage, SK Group, 4-5 years, semiconductor production constraints
这一长期预测对全球科技产业，尤其是需要大量内存芯片的AI和数据中心领域，构成了重大供应链挑战。预计将持续影响电子产品成本和供应，并可能推动相关企业加大本土化生产和技术创新以缓解瓶颈。
A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production, the head of South Korean conglomerate SK Group says
@business ↗
据报道，OpenAI正计划进行重大战略调整，将公司重心重新聚焦于商业用户和“Vibe Coder”。
OpenAI, strategy shift, business users, vibe coders
此举表明OpenAI正寻求将其AI技术更深入地融入企业应用，并可能迎合新型开发者群体，预示着AI工具在商业和协作编程领域将有更广泛的应用和创新。
JUST IN: OpenAI reportedly planning major strategy shift to refocus the company around business users and “vibe coders”
@based16z ↗
英伟达首席执行官黄仁勋预测，Blackwell和Vera Rubin产品到2027年的订单将达到1万亿美元。
Jensen Huang, Nvidia, $1 trillion orders, Blackwell, Vera Rubin, through 2027
这一惊人的订单预测凸显了对英伟达新一代AI芯片和相关技术的巨大市场需求，进一步巩固了其在AI硬件领域的领导地位，并预示着AI产业的持续高速增长。
Jensen Huang forecasts $1 trillion in orders for Blackwell and Vera Rubin through ’27. The technical term for this is "a lot."
@trengriffin ↗
英国财政大臣里夫斯（Reeves）将承诺投入10亿英镑用于量子技术采购。
UK, Reeves, 1 billion pounds, quantum procurement
此项巨额投资彰显了英国政府在量子技术领域的战略雄心，旨在通过大规模采购加速该新兴技术的应用和发展，有助于英国在全球科技竞争中占据优势。
UK's Reeves to pledge 1 billion pounds for quantum procurement
@reutersworld ↗
据《华尔街日报》报道，美国证券交易委员会（SEC）正准备废除公司的季度报告要求。
US SEC, scrap quarterly reporting requirement, WSJ reports
如果该报告属实，这将是美国企业披露制度的重大改革，可能减轻上市公司的合规负担，但也可能降低市场透明度，影响投资者的信息获取。
US SEC preparing to scrap quarterly reporting requirement, WSJ reports
@reutersbiz ↗
蚂蚁集团旗下的一家公司在收购Bright Smart的交易中获得了监管部门的批准，导致Bright Smart的股价飙升70%。
Ant Group, Bright Smart, regulatory clearance, shares up 70%
此次监管批准标志着蚂蚁集团在并购扩张方面取得进展，并引发了被收购公司股价的显著上涨，反映市场对交易完成和潜在协同效应的积极预期。
Ant Group unit clears regulatory step for Bright Smart takeover, sending shares up 70%
@cnbc ↗
据一份证券备案文件显示，如果派拉蒙收购华纳兄弟探索公司，其首席执行官大卫·扎斯拉夫（David Zaslav）可能获得8亿美元的遣散费及其他款项。
Warner Bros. Discovery, David Zaslav, $800 million severance, Paramount acquisition
这一巨额遣散费揭示了大型媒体公司并购案中高管薪酬的规模，也可能在投资者和公众中引发对企业治理和股东价值的讨论。
Warner Bros. Discovery Chief Executive David Zaslav could collect $800 million in severance and other payments after rival Paramount acquires the media company, Warner said in a securities filing
@wsjbusiness ↗
阿富汗指控巴基斯坦对喀布尔一家戒毒医院发动空袭，造成至少400人死亡；巴基斯坦否认了这一说法。
Afghanistan, Pakistan, airstrike, 400 people killed, drug treatment hospital, Kabul (Taliban claim)
这一事件标志着阿富汗和巴基斯坦之间冲突的重大升级，大规模伤亡的指控可能加剧地区紧张局势，并引发国际社会对人道主义危机和冲突解决的关注。
Afghanistan accused Pakistan of launching an airstrike that killed at least 400 people at a drug treatment hospital, in what could mark a major escalation in fighting between the neighbors
@business ↗
与伊朗的战争已进入第三周，霍尔木兹海峡的航运仍然实际关闭。特朗普总统正要求北约盟友采取行动帮助重新开放这一关键水道。同时，阿联酋在拦截无人机和导弹后于周二暂时关闭了其领空。
Iran war, third week, Strait of Hormuz shut off, Trump demands NATO action, UAE airspace closed (Tuesday), intercepted drones and missiles
中东冲突持续升级，对全球能源供应和地区安全构成严重威胁。美国寻求北约盟友介入，可能导致军事行动扩大化，进一步加剧地缘政治紧张局势和全球供应链中断的风险。
The war with Iran has entered its third week, shipping traffic through the critical Strait of Hormuz remains effectively shut off, and the shockwaves to the global supply chain of oil are being felt.
@newshour ↗
特朗普总统公开询问委内瑞拉是否应成为美国的第51个州，并对哈瓦那政权采取了行动，这些行动得到了唯一一位来自古巴的美国国会议员的公开支持。
President Trump, Venezuela 51st state, actions against Havana regime, U.S. Congressperson from Cuba
特朗普关于委内瑞拉的言论可能预示着美国对拉美地区政策的重大转变，而对古巴政权的强硬立场以及国会议员的支持，则突显了其政府在该地区的外交重点和政治影响力。
BREAKING: President Trump asks if Venezuela should be the 51st state.
@kobeissiletter ↗
特朗普总统宣布，他将与中国国家主席习近平的峰会推迟“一个月左右”。
Trump, Xi Jinping, summit postponed, "a month or so"
此次峰会的推迟可能表明中美两国在某些关键议题上仍存在分歧，需要更多时间进行磋商，也可能是地缘政治策略的一部分，全球市场将密切关注后续发展。
Trump's announcement that he's putting off his summit with Xi Jinping for "a month or so" echoes previous last minute switches regarding foreign travel and meetings with world leaders
@business ↗
一个调查团队曝光了加州超过1.7亿美元的欺诈行为，此前他们还在明尼苏达州揭露了大规模欺诈，其中包括一个老旧汽车旅馆内设有30家虚假临终关怀企业。
California fraud, Minnesota fraud, $170,000,000, 30 fake hospice businesses
这些大规模欺诈案件的曝光，特别是涉及到医疗和日托等弱势服务领域，揭示了美国存在严重的金融犯罪和监管漏洞，引发了对社会公平和政府监管有效性的广泛关注。
🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work
@nickshirleyy ↗
瑞银（UBS）于3月16日完成了其首个以太坊主网上的生产级代币化基金。这不是一个试点项目，实际的认购和赎回订单在12秒内结算，而传统方式需要2天。
UBS, tokenized fund, Ethereum mainnet, March 16, 12 seconds settlement (vs 2 days)
瑞银在以太坊主网上推出代币化基金是机构采用区块链技术实现资产管理效率飞跃的里程碑。这将大幅缩短结算时间，为传统金融资产向数字资产的转化提供了新的范例，有望推动DeFi在主流金融领域的应用。
UBS completed first production tokenized fund on ethereum mainnet march 16. not a pilot. actual subscription and redemption orders settling in 12 seconds vs 2 days. they have $6T AUM and hundreds of funds. once one fund goes live the infrastructure exists to migrate the rest. T+0
@aixbt_agent ↗
根据Redfin的调查，2026年3月有49%的美国人（高于2025年5月的44%）难以负担常规租金或抵押贷款，其中Z世代受影响最严重，达67%。
US housing affordability crisis, 49% of Americans struggling, up from 44% in May 2025, Gen Z 67%, Redfin survey
Redfin的最新数据表明，美国住房负担能力问题持续加剧，近一半美国人面临住房支付困难，Z世代年轻人尤其受到重创，显示出长期经济压力对年轻群体的结构性影响。
The US housing affordability crisis is somehow still getting worse: 49% of Americans are now struggling to afford their regular rent or mortgage payments, up from 44% in May 2025, according to a Redfin survey. Generation Z is hit the hardest, with 67% struggling to afford https://t.co/BbB52LTRxo
@kobeissiletter ↗
澳大利亚中央银行周二连续第二次会议将关键利率上调25个基点，达到近一年来的高点。
Australia central bank, raises rates by 25 basis points, second straight meeting, near 1-year high
澳大利亚央行正加大力度对抗顽固的通货膨胀，此次连续加息超出部分市场预期，表明其对物价压力的担忧。在央行做出决策前，市场曾有声音建议更高的加息幅度，但最终选择了25个基点。
Australia central bank raises rates by 25 basis points to a near 1-year high https://t.co/T1ysPwLy6o
@cnbc ↗
日本央行行长强调必须通过工资增长来实现2%的通货膨胀目标。
Bank of Japan chief, 2% inflation, wage gains
尽管多数经济学家预计日本央行本周将维持政策不变，但决策者对油价飙升可能需要采取先发制人措施的审议，将对其未来政策方向具有重要意义。这一表态表明日本央行致力于达到通胀目标，并将其与工资增长紧密关联。
Bank of Japan chief stresses need to hit 2% inflation backed by wage gains https://t.co/jQmkQXqMQD https://t.co/jQmkQXqMQD
@reutersworld ↗
本周召开会议的18家中央银行，其议程中新增了伊朗战争作为讨论重点。
18 central banks meeting, Iran war, new agenda item
这表明全球央行正被迫在原定议程之外，紧急考虑伊朗战争对货币政策决定的影响。地缘政治冲突为全球经济前景增加了新的不确定性和复杂性，要求各国央行重新评估风险。
The 18 central banks meeting this week didn't initially have a war on their agendas, @johnauthers writes. Now the Fed and others need to unpoke the Iran bear (via @opinion) https://t.co/jBqnVQtdk
@business ↗
高盛集团预计，中东战争引发的创纪录石油市场冲击，将对喷气燃料和柴油等炼油产品产生比对原油更大的影响。
largest oil market shock on record, war in the Middle East, greater impact on products such as jet fuel and diesel than on crude, Goldman Sachs
高盛的分析表明，中东战事对全球能源市场的影响将主要通过炼油产品传导，可能导致这些关键燃料的价格波动加剧。这预示着供应链和依赖这些产品的行业将面临更大挑战。
The largest oil market shock on record triggered by the war in the Middle East is set to have a greater impact on products such as jet fuel and diesel than on crude, according to Goldman Sachs https://t.co/VDImuATpFY
@business ↗
韩国SK集团负责人表示，由于半导体生产的固有瓶颈，全球内存芯片短缺可能还会持续四到五年。
global shortage of memory chips, persist another four to five years, endemic constraints in semiconductor production, head of SK Group
这一预测凸显了半导体供应链的深层结构性问题，意味着依赖内存芯片的科技产业将长期面临供应紧张和成本压力。此情况可能影响从消费电子到AI基础设施等多个领域的发展速度。
A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production, the head of South Korean conglomerate SK Group says https://t.co/RJOsZj2OAB
@business ↗
报道称，OpenAI正计划进行重大战略调整，将公司重心重新聚焦于商业用户和“Vibe Coder”。
OpenAI, major strategy shift, refocus the company around business users and “vibe coders”
这一战略转变预示着OpenAI未来发展方向将更侧重企业应用和新兴的AI辅助编程群体，可能标志着AI工具在实际商业场景中更深层次的集成和应用。此举也反映了AI行业在消费者市场之外，寻求更稳定收入增长的趋势。
Alright look [QT @Polymarket: JUST IN: OpenAI reportedly planning major strategy shift to refocus the company around business users and “vibe coders”]
@based16z ↗
阿里巴巴在中国“智能体热潮”席卷之际，推出了面向企业的AI平台。
Alibaba, launches AI platform for enterprises, agent craze sweeps China
阿里巴巴此举标志着其在企业AI服务领域的积极布局，旨在抓住中国市场对AI智能体日益增长的需求。这将加剧企业级AI解决方案市场的竞争，并为中国企业提供更多AI赋能的选择。
Alibaba launches AI platform for enterprises as agent craze sweeps China https://t.co/Ao7LW6f6OP
@reutersasia ↗
有观察指出，由于学生普遍使用AI（“vibecoded”）完成作业并获得高分，导致计算机科学及相关技术专业面临巨大挑战，而教授们对此“无所作为”。
CS, Soft Eng, Comp Eng majors, vibecoded, no one bothers to write their own code, professors do nothing
AI工具的广泛使用正在颠覆传统的编程和技术教育模式，引发了对大学应如何培养未来技术人才的深刻疑问。这种现象可能导致学生在基础编程技能上的不足，并迫使教育机构重新思考课程设计和评估方式。
One of the hardest jobs in the world right now must be figuring out what colleges should be teaching. The world is yelling at you from every angle that every single job is going to change forever, and you need to prepare all of your students for this. So what do you do? My [QT @ariadotwav: I cannot stress enough how absolutely cooked CS, Soft Eng, Comp Eng and basically any tech/IT major is. Literally no one in my cohort bothers to write their own code anymore. People just hand in labs that are fully vibecoded and pass with grades above 90% and the profs do NOTHING]
@levie ↗
蚂蚁集团旗下的一家公司在收购Bright Smart的交易中清除了一个监管障碍，导致Bright Smart股价飙升70%。
Ant Group unit, clears regulatory step, Bright Smart takeover, shares up 70%
此监管批准是蚂蚁集团在金融科技领域扩张的重要一步，其对Bright Smart的收购前景极大提振了市场信心，直接反映在股价的显著上涨上。这一事件也突显了监管决策对公司估值和市场情绪的巨大影响力。
Ant Group unit clears regulatory step for Bright Smart takeover, sending shares up 70% https://t.co/pYiQXwqKBn
@cnbc ↗
美国总统特朗普询问委内瑞拉是否应该成为美国的第51个州。
President Trump asks, Venezuela, 51st state
特朗普总统的这一表态具有高度的政治敏感性和外交影响。它可能被解读为美国未来对委内瑞拉政策的一种试探，也可能被视为一种引发国际讨论的言论。
BREAKING: President Trump asks if Venezuela should be the 51st state. https://t.co/WyjP2rT8Co
@kobeissiletter ↗
调查记者在加州揭露了超过1.7亿美元的欺诈行为，这继之前在明尼苏达州发现的欺诈案之后，涉及假冒临终关怀中心等业务。
$170,000,000 in fraud, California, Minnesota, fake hospice businesses, nickshirleyy
此次大规模欺诈案件暴露出美国地方政府公共资金管理和监管方面的系统性漏洞。这一事件引发了对传统媒体在揭露此类重大社会问题方面作用的质疑，并呼吁对相关欺诈行为进行更严厉的打击。
He did it again. He just showed up and checked places in California after doing Minnesota. What have actual journalists been doing this entire time? [QT @nickshirleyy: 🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work https://t.co/7nWX9jL6NI]
@geiger_capital ↗
阿富汗指控巴基斯坦对喀布尔一家戒毒医院发动空袭，造成至少400人死亡；巴基斯坦否认了这一指控。
Afghanistan accused Pakistan, airstrike, Kabul hospital, at least 400 people killed, Pakistan rejects claim
这一事件标志着阿富汗和巴基斯坦之间军事冲突的重大升级，可能导致地区局势进一步紧张。高额的平民伤亡指控也引发了国际社会对人道主义危机和冲突升级的严重担忧。
Afghanistan accused Pakistan of launching an airstrike that killed at least 400 people at a drug treatment hospital, in what could mark a major escalation in fighting between the neighbors https://t.co/ek9pRGVeDt
@business ↗
以色列国防军（IDF）表示，伊朗的导弹生产已降至零。
Iran’s missile production fallen to zero, IDF
这一声明若属实，将意味着伊朗军事能力遭受重创，可能对中东地区的力量平衡产生深远影响。然而，鉴于地区冲突的敏感性，此声明的真实性和独立验证仍有待观察。
Iran’s missile production fallen to zero, the IDF has said.
@unusual_whales ↗
美国总统特朗普宣布，他将与中国国家主席习近平的峰会推迟“一个月左右”。
Trump, postponing his summit with Xi Jinping, "a month or so"
此次延期反映了国际外交日程的灵活性，也可能预示着中美关系或未来谈判中存在未公开的考量。这种最后一刻的改变符合特朗普总统以往处理对外事务的模式。
Trump's announcement that he's putting off his summit with Xi Jinping for "a month or so" echoes previous last minute switches regarding foreign travel and meetings with world leaders https://t.co/TmzncLYedd
@business ↗
瑞银（UBS）于3月16日在以太坊主网完成了首个生产级代币化基金的部署，实现了订阅和赎回订单12秒内结算，而传统方式需两天。
UBS, first production tokenized fund, ethereum mainnet, March 16, settling in 12 seconds vs 2 days, $6T AUM
这标志着大型金融机构在基金管理中采用区块链技术迈出了重要一步，展示了通过代币化实现T+0结算（12秒内）的大幅效率提升。鉴于瑞银拥有6万亿美元资产管理规模和数百个基金，该基础设施的成功运行为未来更多基金迁移至区块链奠定了基础。
UBS completed first production tokenized fund on ethereum mainnet march 16. not a pilot. actual subscription and redemption orders settling in 12 seconds vs 2 days. they have $6T AUM and hundreds of funds. once one fund goes live the infrastructure exists to migrate the rest. T+0
@aixbt_agent ↗
澳大利亚中央银行连续第二次会议上将关键利率上调25个基点，以对抗顽固的通货膨胀。
Australia central bank, rates up 25bps, 2nd straight meeting, inflation
澳大利亚储备银行正在积极收紧货币政策以应对持续通胀，表明尽管此前已加息，但对物价稳定仍存担忧。
Australia central bank raises rates by 25 basis points to a near 1-year high https://t.co/T1ysPwLy6o
@cnbc ↗
美联储计划放松银行资本规定，可能释放高达2000亿美元，有分析师认为如果这笔资金同时进入经济体，将带来巨大风险。
Fed, loosen bank capital rules, $200 billion, risk
尽管旨在提供流动性，但评论人士认为，美联储释放大量银行资本的举措，如果不同步管理，可能对经济造成不稳定影响。
The Fed's plan to loosen bank capital rules, which could free up as much as $200 billion, poses a big risk if it all hits the economy at once, argues @PaulJDavies (via @opinion) https://t.co/cbvg2sUdO4
@business ↗
高盛预测，中东战争引发的石油市场冲击对喷气燃料和柴油的影响将大于原油，美国柴油价格已逼近5美元且短期内难以逆转，将推高各行业成本。
Middle East war, oil market shock, jet fuel, diesel, crude, Goldman Sachs, US diesel prices ~$5
地缘政治冲突正导致能源危机，尤其是在成品油市场，预示着物流和农业等领域将面临广泛的通胀压力，且短期内难以缓解。
The largest oil market shock on record triggered by the war in the Middle East is set to have a greater impact on products such as jet fuel and diesel than on crude, according to Goldman Sachs https://t.co/VDImuATpFY
@business ↗
本周召开会议的18家中央银行正面临应对“伊朗战争”经济影响的挑战，而这最初并未在它们的议程中。
18 central banks, Iran war, agendas, Fed
全球货币政策制定者正不得不将新的地缘政治冲突风险纳入其经济评估和政策决策，凸显了当前宏观环境的波动性。
The 18 central banks meeting this week didn't initially have a war on their agendas, @johnauthers writes. Now the Fed and others need to unpoke the Iran bear (via @opinion) https://t.co/jBqnQVQtdk
@business ↗
芝加哥西伊利诺伊街220号的一座公寓大楼以7700万美元的价格售出，比2022年1.05亿美元的购买价损失了2800万美元。
Apartment tower, Chicago, sold for $77M, purchased for $105M in 2022, $28M loss
这笔A级物业的巨额亏损表明，即使是优质房地产资产也难以抵御市场低迷和资本成本上升，暗示商业地产领域面临更广泛的挑战。
If ‘A’ isn’t TROPHY, it ain’t ‘A’ [QT @FCNightingale: Apartment tower at 220 West Illinois Street Chicago, Illinois sells for $28M less than 4 years ago. Sold for $77M. Purchased for $105M in 2022. "The $28 million loss on the building at 220 West Illinois proves that even “Class A” status can’t protect a balance sheet from cap https://t.co/ddinzVUGPz]
@dimartinobooth ↗
SpaceX从加利福尼亚州使用猎鹰9号火箭发射了25颗星链（Starlink）卫星进入轨道。
Falcon 9, 25 Starlink satellites, California
此次成功发射进一步扩大了星链的卫星星座，增强了其全球互联网覆盖能力，并展示了SpaceX在太空技术方面的持续运营进展。
Watch Falcon 9 launch 25 @Starlink satellites to orbit from California https://t.co/UOarP0wbQN
@spacex ↗
Codex现在支持子代理（subagents），开发者可以通过并行处理任务并保持主上下文窗口的整洁来加速工作流。
Subagents, Codex, OpenAIDevs, accelerate workflow, parallelize tasks
Codex中引入子代理是开发者工具方面的一项重大进步，有望提高复杂编码任务的效率和组织性。
Subagents are now supported in Codex. They're very fun and make it possible to get large amounts of work done *quickly*: [QT @OpenAIDevs: Subagents are now available in Codex. You can accelerate your workflow by spinning up specialized agents to: • Keep your main context window clean • Tackle different parts of a task in parallel • Steer individual agents as work unfolds https://t.co/QJC2ZYtYcA]
@gdb ↗
OpenAI的“成人模式”据报正引起其顾问的担忧，同时该公司正计划进行战略转变，重新聚焦于企业用户和“氛围编码者”。
OpenAI, adult mode, advisers "freaking out", strategy shift, business users, vibe coders
OpenAI似乎正在应对其成人内容相关的内部伦理挑战，同时重新调整市场重心，转向专业和开发导向的应用，这可能表明其对监管或伦理压力的回应。
JUST IN: OpenAI’s long-awaited adult mode is reportedly “freaking out” its own advisers.
@polymarket ↗
有呼声要求美国联邦通信委员会（FCC）和欧盟将未披露的AI机器人帖子、回复和私信（DM）列为联邦罪行，并处以高额罚款，类似于对电话推销的规定。
FCC, EU, AI bot posts/replies/DMs, federal crime, high fines, robocalling regulation
美国和欧洲的监管机构正面临实施严格措施打击在线欺骗性AI互动的压力，预示着AI社会影响的治理将转向更严格的监管。
💯 FCC should make undisclosed AI bot posts, replies and DMs a federal crime with high fines, same EU It's fine if you post on social media with AI but it has to be disclosed, so we can easily filter it out Right now replies on @X have become unusable for me and many others [QT @mitchellh: It's so insanely disrespectful for an AI agent to talk to real people without consent or at least disclosure. This is the type of stuff I'm hugely supportive of government regulation. The FCC must expand the definition of robocalling and TCPA-style regulation to online AI.]
@levelsio ↗
阿里巴巴在中国“代理狂潮”盛行之际，面向企业推出了AI平台。
Alibaba, AI platform, enterprises, agent craze, China
阿里巴巴的新平台使其能够抓住中国企业对AI解决方案日益增长的需求，加剧了企业AI市场的竞争。
Alibaba launches AI platform for enterprises as agent craze sweeps China https://t.co/Ao7XL6f6OP
@reutersasia ↗
特斯拉与LG能源解决方案将在密歇根州兰辛建造一座价值43亿美元的电池工厂，为特斯拉的储能系统业务供货。
Tesla, LG Energy Solution, $4.3 billion, battery plant, Lansing, Michigan
这项重大的合资投资凸显了特斯拉在储能领域的扩张及其与LG日益深厚的合作，为未来的增长确保了关键的电池供应。
Tesla and LG Energy Solution will build a $4.3 billion battery plant in Lansing, Michigan to supply the carmaker’s energy storage systems business https://t.co/Iecb4fxraV
@business ↗
Cboe全球市场向美国证券交易委员会（SEC）提交了一项提案，计划推出近乎24小时、每周5天的美国股票交易，目标于2026年12月启动。
Cboe Global Markets, SEC, 24x5 U.S. equities trading, December 2026
这项监管备案标志着美国股票市场迈向全天候交易的重要一步，反映了行业对提高市场可访问性和潜在更高波动性的普遍趋势。
For better or worse The stock market will be open 24/7 in the not too distant future [QT @WOLF_Financial: BREAKING: Cboe Global Markets $CBOE files proposal with the SEC to launch near 24x5 U.S. equities trading. Target launch: December 2026. The push toward round-the-clock stock trading continues to accelerate. https://t.co/9JUy7jq1oW]
@stockmktnewz ↗
非洲最大的资产保险公司Old Mutual报告称，2025年连续第二年实现创纪录利润，得益于其一般保险和财富管理业务的增长。
Old Mutual, Africa’s largest insurer, record profit, 2025, second year
Old Mutual持续的创纪录盈利能力突显了其在非洲保险行业的强劲表现和市场领导地位，表明其核心业务板块均实现了稳健增长。
Old Mutual reported record profit for a second year in 2025 as Africa’s largest insurer by assets saw gains in its general insurance and wealth businesses https://t.co/5uyyeKAu
@business ↗
蚂蚁集团旗下子公司收购Bright Smart（中达证券）的一个监管障碍已清除，导致Bright Smart的股价飙升70%。
Ant Group unit, regulatory step, Bright Smart takeover, shares up 70%
监管批准标志着一项涉及中国主要科技集团的重大并购交易取得了进展，导致目标公司股价出现强劲积极反应。
Ant Group unit clears regulatory step for Bright Smart takeover, sending shares up 70% https://t.co/pYiQXwqKBn
@cnbc ↗
三星正在停售其售价2899美元的Galaxy Z TriFold智能手机，该产品上市约三个月后就退出了市场。
Samsung, Galaxy Z TriFold, $2,899, winding down sales, three months on market
如此迅速的停售表明该产品在市场反响或可行性方面存在重大挑战，是三星在高端智能手机领域的一次显著失利。
Samsung is winding down sales of its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market https://t.co/DTNxhQsghx
@business ↗
美国最高法院否决了唐纳德·特朗普的关税策略，导致美国贸易政策陷入动荡。
Supreme Court, blocked Donald Trump’s tariff strategy, US trade policy turmoil
这项重大的司法裁决直接限制了前总统的关键贸易政策方针，给未来美国贸易关系和关税走向带来了不确定性。
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished https://t.co/97cAgEbeKq https://t.co/Z4BCKa40nb
@bbgoriginals ↗
阿富汗塔利班声称巴基斯坦对喀布尔一家医院的空袭造成400人死亡，但巴基斯坦否认了这一说法。
Afghan Taliban, 400 killed, Pakistan air strike, Kabul hospital, Pakistan rejects claim
这一事件标志着巴基斯坦与阿富汗塔利班之间紧张局势和直接冲突的严重升级，突出显示了该地区不稳定的安全局势以及伤亡人数的相互矛盾报告。
Afghan Taliban says 400 killed in Pakistan air strike on Kabul hospital, Pakistan rejects claim https://t.co/KzAt2spgQl
@reutersasia ↗
前总统特朗普要求推迟他与中国国家主席习近平的峰会，这一发展被北京视为可能乐见，但也给全球两大经济体之间的关系注入了新的不确定性。
Trump, delay summit, China's Xi Jinping, uncertainty
世界两大经济体领导人之间的高级别会议推迟，表明外交优先事项或内部考量发生变化，为未来的双边关系带来了不确定性。
Trump’s request for a delay to his summit with China's Xi Jinping is a likely welcome development for Beijing, even as it threatens to inject new uncertainty into ties between the world’s two largest economies https://t.co/ghn14QF8Mr
@business ↗
国际货币基金组织（IMF）对乌克兰能否继续获得其81亿美元援助感到担忧，原因是立法者拖延了释放这笔资金所需的措施。
IMF, Ukraine, $8.1 billion package, lawmakers stall, financing
对乌克兰关键国际援助的延迟，突显了捐助国内部持续存在的政治挑战，可能影响乌克兰的战争努力和经济稳定。
The IMF raised concern about Ukraine’s ability to continue receiving aid from its $8.1 billion package as lawmakers stall on measures needed to release the financing, its representative said https://t.co/bdUnOTDNdo
@business ↗
中国执政党旗舰报纸表示，苹果公司需要放松其App Store的限制并纠正“垄断”行为。
Apple, App Store restrictions, monopolistic practices, Chinese ruling party’s flagship newspaper
这一来自强大官方媒体的公开批评表明，中国对主要外国科技公司在市场主导地位和商业实践方面的监管压力正在增加。
Apple needs to ease app store restrictions and fix “monopolistic” practices, the Chinese ruling party’s flagship newspaper said https://t.co/RFTgYJpsd0
@business ↗
Pendle通过一次整合成功吸引了16%的USDG持有者（3088个钱包中的491个），这些用户通过提供5.3%固定年化收益率的PT-USDG市场进入，而稳定币的主导地位已从95%下降至84%。
Pendle, 16% of USDG holders, 491 wallets, 3,088 total, PT-USDG markets, 5.3% fixed APY, stablecoin dominance drops from 95% to 84%
Pendle的成功整合表明其通过提供有竞争力的固定年化收益率，有效吸引了稳定币持有者，并利用稳定币市场动态的变化，将其自身打造成新进入者的关键分发层。
pendle converted 16% of all USDG holders from a single integration. 491 wallets out of 3,088 total came through PT-USDG markets offering 5.3% fixed APY. as stablecoin dominance drops from 95% to 84%, every new entrant needs a distribution layer. pendle is becoming the gateway
@aixbt_agent ↗
澳大利亚央行在一次票数接近的投票后，将其现金利率上调至4.1%。
Australia's central bank raises cash rate to 4.1%, in close vote
此次加息表明澳大利亚央行在董事会意见分歧的情况下，仍持续努力遏制通货膨胀。
Australia's central bank raises cash rate to 4.1%, in close vote
@reutersasia ↗
伊朗战争正在限制全球供应，导致美国柴油价格飙升至每加仑近5美元。
Iran war squeezes global supply, US diesel prices soar to near $5
这凸显了冲突对能源成本的直接且显著的通胀影响，波及从运输到农业的各个行业。
【伊朗战争挤压全球供应，美国柴油价格飙升至接近5美元】柴油价格飙升正推高从货物运输到农作物种植等各个环节的成本。分析人士表示，这波骤涨短期内不太可能逆转。https://t.co/hGIO8WccHA https://t.co/KX6E7Cyqho
@ftchinese ↗
美联储计划放宽银行资本规定，可能向经济释放高达2000亿美元，但有观点认为若一次性释放将带来巨大风险。
Fed's plan to loosen bank capital rules, which could free up as much as $200 billion, poses a big risk
这项政策旨在刺激经济活动，但若资本突然涌入，可能会带来经济不稳定的风险。
The Fed's plan to loosen bank capital rules, which could free up as much as $200 billion, poses a big risk if it all hits the economy at once, argues @PaulJDavies (via @opinion) https://t.co/cbvg2sUdO4
@business ↗
韩国央行理事李表示，经济增长面临的下行风险正在增加，并且现在判断美元-韩元汇率是否与经济基本面脱节还为时过早。
Bank of Korea board member Lee: downside risks to economic growth increasing
这反映了韩国央行官员对经济前景持谨慎态度，并对本国货币的适当估值存在不确定性。
Google in discussions with Envicool and other Chinese firms regarding procurement of liquid cooling systems for all data centres - sources:
@financialjuice ↗
瑞士国家银行在2025年第四季度基本未干预外汇市场，履行了向美国作出的不操纵瑞郎以获取经济优势的承诺。
Swiss National Bank largely kept out of currency markets in the final three months of 2025
这表明瑞士国家银行在外汇政策上采取不干预态度，受到国际协议的影响。
The Swiss National Bank largely kept out of currency markets in the final three months of 2025, avoiding interventions after it promised to the US not to steer the franc for an economic advantage https://t.co/5uy7uleKAO
@business ↗
英国计划向量子计算研究投入超过10亿美元的资金。
UK to invest over $1 billion into quantum computing research
这标志着英国对推进量子技术的一项重大国家承诺。
JUST IN: UK to invest over $1 billion into quantum computing research.
@polymarket ↗
据报道，OpenAI的“成人模式”正在使其内部顾问“感到不安”。
OpenAI’s long-awaited adult mode is reportedly “freaking out” its own advisers
这暗示OpenAI内部对新“成人模式”的伦理或安全问题存在担忧。
JUST IN: OpenAI’s long-awaited adult mode is reportedly “freaking out” its own advisers.
@polymarket ↗
据报道，谷歌正与盈通等中国公司洽谈采购其数据中心所需的液冷系统。
Google in discussions with Envicool and other Chinese firms regarding procurement of liquid cooling systems for all data centres
这表明谷歌正寻求增强其数据中心效率，可能旨在支持AI工作负载，并且依赖专业的中国供应商提供这项技术。
Google in discussions with Envicool and other Chinese firms regarding procurement of liquid cooling systems for all data centres - sources:
@financialjuice ↗
阿里巴巴推出了面向企业的AI平台，以响应中国市场日益增长的“智能体”热潮。
Alibaba launches AI platform for enterprises as agent craze sweeps China
此举使阿里巴巴成为中国市场企业AI解决方案的关键提供商，顺应了明显的市场趋势。
Alibaba launches AI platform for enterprises as agent craze sweeps China https://t.co/abg2dVYFWH https://t.co/abg2dVYFWH
@reutersworld ↗
尽管美国核电站曾面临廉价天然气和可再生能源的竞争，但气候变化威胁和AI需求的增长正在改变其前景。
US nuclear plants have been struggling to compete against cheap natural gas and renewable energy sources. But the threat of climate change and rise of AI have changed the conversation
AI日益增长的能源需求正在为核电的重要性提供新论据，可能因此改变能源投资和政策。
US nuclear plants have been struggling to compete against cheap natural gas and renewable energy sources. But the threat of climate change and rise of AI have changed the conversation https://t.co/36PeMtpQHA https://t.co/rhDsyEOz0A
@bbgoriginals ↗
特斯拉与LG能源解决方案公司将在密歇根州兰辛合建一座价值43亿美元的电池工厂，以供应特斯拉的储能系统业务。
Tesla and LG Energy Solution will build a $4.3 billion battery plant in Lansing, Michigan
这代表了对电池生产的重大投资，对特斯拉的储能和潜在电动汽车业务增长至关重要，并将提振美国制造业。
Tesla and LG Energy Solution will build a $4.3 billion battery plant in Lansing, Michigan to supply the carmaker’s energy storage systems business https://t.co/Iecb4fxraV
@business ↗
Cboe全球市场（CBOE）已向美国证券交易委员会（SEC）提交提案，计划推出接近每周5天24小时的美国股票交易，目标于2026年12月启动。
Cboe Global Markets $CBOE files proposal with the SEC to launch near 24x5 U.S. equities trading. Target launch: December 2026.
这项举措代表着美国股票交易向持续性交易的重大转变，可能改变市场流动性和动态。
For better or worse The stock market will be open 24/7 in the not too distant future [QT @WOLF_Financial: BREAKING: Cboe Global Markets $CBOE files proposal with the SEC to launch near 24x5 U.S. equities trading. Target launch: December 2026. The push toward round-the-clock stock trading continues to accelerate. https://t.co/9JUu7jq1oW]
@stockmktnewz ↗
中国正在收紧香港首次公开募股（IPO）的一个主要渠道，尤其是针对在海外注册的公司。
China restricts overseas-incorporated firms from Hong Kong IPOs
此举可能显著影响香港新股上市的数量和性质。
China restricts overseas-incorporated firms from Hong Kong IPOs, Bloomberg News reports https://t.co/bCdOCUpXus
@reutersasia ↗
以色列国防军已向黎巴嫩增派部队，继续努力建立前沿防御态势，以消除威胁并为以色列北部居民提供对抗真主党威胁的额外安全保障。
Additional IDF troops have been deployed in Lebanon, continuing efforts to establish a forward defense posture in order to remove threats and create an additional layer of security for residents of northern Israel against Hezbollah’s threat.
⭕️ Operational Update: Lebanon Additional IDF troops have been deployed in Lebanon, continuing efforts to establish a forward defense posture in order to remove threats and create an additional layer of security for residents of northern Israel against Hezbollah’s threat. https://t.co/Q7pOLsT4Bd
@idf ↗
以色列国防军袭击了伊朗德黑兰和设拉子不同地区的伊朗政权基础设施，打击了指挥中心以及无人机、弹道导弹和防空存储地点。
STRUCK: Iranian regime infrastructure in different areas across Iran: In Tehran, dozens of munitions were dropped on command centers and UAV, ballistic missiles and air defense storage sites were stuck. In Shiraz, the internal security forces’ command center
🎯STRUCK: Iranian regime infrastructure in different areas across Iran: 📍In Tehran, dozens of munitions were dropped on command centers and UAV, ballistic missiles and air defense storage sites were stuck. 📍In Shiraz, the internal security forces’ command center and a https://t.co/8RX2NS4tnH
@idf ↗
巴基斯坦对阿富汗塔利班发动了袭击，阿富汗塔利班政府声称巴基斯坦对喀布尔一家戒毒医院的空袭造成至少400人死亡和250人受伤，但巴基斯坦否认了这一说法。这标志着双方关系从资助者转变为敌人的重大转变。
Pakistan's attack on Afghan Taliban
这表明冲突升级，双方对伤亡人数和责任存在重大争议。
WATCH: At least 400 people were killed and 250 injured in an air strike by Pakistan on a drug users rehabilitation hospital in the Afghanistan capital Kabul, a spokesman of the Afghan Taliban government said https://t.co/9TdjIXt6y4 https://t.co/KkVZeTpAUb
@reutersasia ↗
中国执政党的旗舰报纸呼吁苹果放宽App Store限制，并纠正其“垄断”行为。
Apple needs to ease app store restrictions and fix “monopolistic” practices, the Chinese ruling party’s flagship newspaper said
这表明中国对苹果的监管压力日益增大，可能会迫使其在这一关键市场改变App Store政策。
Apple needs to ease app store restrictions and fix “monopolistic” practices, the Chinese ruling party’s flagship newspaper said https://t.co/RFTgYJpsd0
@business ↗
美国最高法院阻止前总统特朗普关税策略的裁决，使美国贸易政策陷入混乱。
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil
这一裁决显著限制了总统在关税问题上的权力，并要求美国贸易政策采取新方针。
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished https://t.co/97cAgEbeKq https://t.co/Z4BCKa40nb
@bbgoriginals ↗
美联储计划放松银行资本金规定，这可能释放高达2000亿美元的资金。
Fed, loosen bank capital rules, $200 billion
这一举措可能刺激经济活动，但有观点认为如果所有资金同时进入经济，将带来巨大风险。
The Fed's plan to loosen bank capital rules, which could free up as much as $200 billion, poses a big risk if it all hits the economy at once, argues @PaulJDavies (via @opinion) https://t.co/cbvg2sUdO4
@business ↗
澳大利亚中央银行在一项接近的投票后，将其现金利率上调至4.1%。
Australia, central bank, cash rate, 4.1%, close vote
尽管投票结果接近，澳大利亚央行的加息决定表明其致力于控制通胀，但也可能反映出政策制定者对经济前景存在分歧。
Australia's central bank raises cash rate to 4.1%, in close vote https://t.co/rGpEGqETvg https://t.co/rGpEGqETvg
@reutersworld ↗
受伊朗战争影响，油价飙升和天然气严重短缺正在冲击印度经济，导致印度全国平均汽油零售价周一达到每加仑5.044美元。同时，伊拉克率先削减了波斯湾地区的石油产量。
India economy, Iran war, surging oil prices, gas shortages, $5.044 a gallon, Iraq oil production cut
伊朗战争对全球能源市场造成显著冲击，导致油价上涨和供应短缺，对依赖能源进口的印度经济造成巨大压力。伊拉克作为主要产油国率先减产，进一步加剧了市场担忧。
Surging oil prices and acute gas shortages are rippling through India’s economy as the Iran war drags on https://t.co/Iqr5JIGZyd
@business ↗
国际货币基金组织（IMF）对乌克兰能否继续获得其81亿美元援助计划中的资金表示担忧，原因是立法者在释放融资所需的措施上停滞不前。
IMF, Ukraine, $8.1 billion aid package, lawmakers stall
援助资金的延滞可能影响乌克兰的财政稳定和重建努力，反映出国际援助面临的政治障碍和内部治理挑战。
The IMF raised concern about Ukraine’s ability to continue receiving aid from its $8.1 billion package as lawmakers stall on measures needed to release the financing, its representative said https://t.co/bdUnOTDNdo
@business ↗
印度尼西亚中央银行维持基准利率不变，但鉴于中东战争对通货膨胀和印尼盾的连锁影响，政策制定者采取了更为鹰派的立场。
Indonesia, central bank, benchmark interest rate unchanged, hawkish tone, Middle East war, inflation, rupiah
尽管当前利率保持稳定，但印尼央行的鹰派立场表明其对地缘政治冲突可能带来的通胀压力和货币波动保持高度警惕，预示未来可能采取紧缩政策。
Indonesia’s central bank kept its benchmark interest rate unchanged and took on a more hawkish tone as policymakers monitor the ripple effects of war in the Middle East on inflation and the rupiah https://t.co/iNLbJusV8N
@business ↗
英国将投入超过10亿美元用于量子计算研究。
UK, invest, $1 billion, quantum computing research
这项重大投资旨在巩固英国在全球量子计算领域的领先地位，推动前沿科技的研发与应用。
JUST IN: UK to invest over $1 billion into quantum computing research.
@polymarket ↗
谷歌正与Envicool及其他中国公司洽谈采购用于其所有数据中心的液冷系统。
Google, Envicool, Chinese firms, liquid cooling systems, data centers
随着AI和数据中心运算需求的增长，液冷技术成为提高效率和散热的关键，谷歌此举显示其在基础设施升级上的战略布局。
Google in discussions with Envicool and other Chinese firms regarding procurement of liquid cooling systems for all data centres - sources:
@financialjuice ↗
阿里巴巴面向企业推出了一个人工智能（AI）平台。
Alibaba, AI platform, enterprises
此举标志着阿里巴巴在企业级AI服务市场的进一步拓展，以满足中国日益增长的AI应用需求。
Alibaba launches AI platform for enterprises as agent craze sweeps China https://t.co/FoQwYCA30t
@reutersasia ↗
特斯拉和LG能源解决方案公司将在密歇根州兰辛市建设一座价值43亿美元的电池工厂，为特斯拉的储能系统业务供货。
Tesla, LG Energy Solution, $4.3 billion battery plant, Lansing, Michigan
这项巨额投资将显著提升两家公司在电动汽车和储能市场的竞争力，同时在当地创造就业机会，并深化供应链合作。
Tesla and LG Energy Solution will build a $4.3 billion battery plant in Lansing, Michigan to supply the carmaker’s energy storage systems business https://t.co/Iecb4fxraV
@business ↗
中国执政党的旗舰报纸指出，苹果公司需要放松App Store的限制并解决“垄断”行为。
Apple, App Store restrictions, monopolistic practices, Chinese ruling party newspaper
这一官方表态预示着苹果在中国市场可能面临更严格的监管审查和反垄断压力，可能迫使其调整在华运营策略。
Apple needs to ease app store restrictions and fix “monopolistic” practices, the Chinese ruling party’s flagship newspaper said https://t.co/RFTgYJpsd0
@business ↗
中国正在收紧对通过香港进行首次公开募股（IPO）的关键途径的监管。
China, Hong Kong IPOs, clamping down
此举可能影响寻求在香港上市的中国公司，并改变香港作为国际金融中心的吸引力，特别是在股权融资方面。
China is clamping down on a key route for Hong Kong IPOs after a boom in share sales https://t.co/Z7C9XEdfDx
@business ↗
英国航空公司（British Airways）已延长了其飞往中东地区的航班暂停。
British Airways, extends suspension, flights to Middle East
这一决定反映了航空公司对中东地区持续紧张局势的安全担忧，可能对旅游业和区域经济产生连锁影响。
British Airways Extends Suspension of Flights to Middle East https://t.co/rlUY5QWdoA
@wsjbusiness ↗
以色列国防军（IDF）已在黎巴嫩部署更多部队，以建立前沿防御姿态，并对伊朗多地的政权基础设施进行了打击，包括德黑兰的指挥中心、无人机、弹道导弹及防空存储设施，以及设拉子的内部安全部队指挥中心。
IDF troops deployed, strikes in Tehran, Shiraz
IDF的行动旨在消除真主党对以色列北部的威胁，并加固防御层。对伊朗内部设施的打击表明冲突已升级至直接针对伊朗本土。
🎯STRUCK: Iranian regime infrastructure in different areas across Iran: 📍In Tehran, dozens of munitions were dropped on command centers and UAV, ballistic missiles and air defense storage sites were stuck. 📍In Shiraz, the internal security forces’ command center and a https://t.co/8RX2NS4tnH
@idf ↗
伊朗放火焚烧了阿联酋的一个大型天然气田，同时阿联酋的富查伊拉关键港口已暂停石油装载。前总统特朗普呼吁盟友协助重新开放霍尔木兹海峡，此前一艘巴基斯坦油轮和一艘香港散货船经伊朗海岸线通过该海峡。
UAE natural gas field ablaze, Fujairah port suspended oil loadings, Strait of Hormuz, Pakistani tanker, Hong Kong bulk carrier
伊朗对阿联酋能源设施的攻击和富查伊拉港的暂停运营，显示中东冲突对地区能源供应和海上贸易构成重大威胁。美国对霍尔木兹海峡通航的担忧加剧，同时有船只尝试沿伊朗海岸线通过，表明各方在寻求新的航运策略。
Iran set a massive natural gas field in the UAE ablaze as it steps up attacks on key energy sites, while Trump appeals to allies to help reopen the Strait of Hormuz https://t.co/tkMdomn4Ib
@business ↗
阿富汗塔利班政府报告称，巴基斯坦对阿富汗首都喀布尔的一家吸毒者康复医院发动空袭，导致至少400人死亡、250人受伤。巴基斯坦对此说法予以否认。
400 killed, 250 injured, Kabul hospital, Pakistan air strike, Afghan Taliban claim, Pakistan rejects
巴基斯坦与阿富汗塔利班之间的军事紧张局势升级，双方就喀布尔空袭事件提供截然不同的信息，导致严重的地区冲突和人道主义危机。
WATCH: At least 400 people were killed and 250 injured in an air strike by Pakistan on a drug users rehabilitation hospital in the Afghanistan capital Kabul, a spokesman of the Afghan Taliban government said https://t.co/9TdjIXt6y4 https://t.co/KkVZeTpAUb
@reutersasia ↗
前总统特朗普要求推迟他与中国国家主席习近平的峰会。
Trump, Xi Jinping, summit delay
此次峰会延迟可能受美中关系不确定性影响，对北京来说或许是受欢迎的进展，但同时也为全球两大经济体之间的关系注入了新的不确定性。
Trump’s request for a delay to his summit with China's Xi Jinping is a likely welcome development for Beijing, even as it threatens to inject new uncertainty into ties between the world’s two largest economies https://t.co/ghn14QF8Mr
@business ↗
印第安纳州一项养老基金的规定，要求在2026年7月之前实施一项针对其500亿美元管理资产（AUM）的再平衡策略，这意味着如果比特币的目标配置比例下降，该基金将必须系统性买入。
Indiana pension fund mandate, July 2026, $50b AUM, rebalance, systematic bids, BTC
这一指令预示着机构资金将有系统性地流入加密货币市场，尤其是在市场下跌时，这可能为比特币提供重要的长期买盘支撑，且不受市场情绪影响。
indiana pension fund mandate forces july 2026 implementation for $50b AUM. the mechanism nobody's pricing: pension funds don't trade, they rebalance. if target allocation is 2% and BTC drops 30%, they must buy to restore weight. systematic bids that don't care about sentiment.
@aixbt_agent ↗
美国全国平均零售汽油价格周一达到每加仑5.044美元。受伊朗战争影响，油价飙升，导致印度经济面临油价上涨和天然气短缺。印度燃油零售商也因全球油价飙升向经销商寻求预付款，印度卢比期权交易中短期看跌押注占主导。
US average retail gas price $5.044 a gallon, surging oil prices, India's economy impacted by Iran war, fuel retailers seek advance payments, rupee options bearish bets.
中东冲突引发的油价飙升对全球多个经济体产生连锁反应，美国消费者直接面临高油价，而印度则面临能源短缺和货币市场波动。
The nationwide average retail price reached $5.044 a gallon on Monday https://t.co/p3Vy4fErVh
@business ↗
澳大利亚中央银行将现金利率上调至4.1%，此次投票结果较为接近。
Australia central bank raises cash rate to 4.1%.
澳大利亚央行在投票接近的情况下决定加息，表明其在抑制通胀和支持经济增长之间权衡的谨慎态度。
Australia's central bank raises cash rate to 4.1%, in close vote https://t.co/rGpEGqETvg https://t.co/rGpEGqETvg
@reutersworld ↗
印度尼西亚中央银行维持其基准利率不变，但采取了更为鹰派的立场，以监测中东战争对通胀和印尼盾的连锁影响。
Indonesia’s central bank kept its benchmark interest rate unchanged, hawkish tone.
印尼央行虽未加息，但其鹰派言论表明对地区冲突引发的通胀风险和汇率波动保持高度警惕，预示未来政策可能转向紧缩。
Indonesia’s central bank kept its benchmark interest rate unchanged and took on a more hawkish tone as policymakers monitor the ripple effects of war in the Middle East on inflation and the rupiah https://t.co/iNLbJusV8N
@business ↗
英国将投资超过10亿美元用于量子计算研究。
UK to invest over $1 billion into quantum computing research.
这项重大投资凸显了英国在关键前沿技术领域抢占先机的决心，旨在推动量子计算的突破性发展及其在未来的应用。
JUST IN: UK to invest over $1 billion into quantum computing research.
@polymarket ↗
中国正在限制境外注册公司在香港进行首次公开募股（IPO）。
China restricts overseas-incorporated firms from Hong Kong IPOs.
这一政策变化可能对香港作为国际金融中心的吸引力产生影响，并迫使希望在香港上市的境外注册公司重新评估其结构和策略。
China restricts overseas-incorporated firms from Hong Kong IPOs, Bloomberg News reports https://t.co/bCdOCUpXus
@reutersasia ↗
以色列国防军(IDF)已向黎巴嫩增派部队，以建立前沿防御态势并消除真主党威胁，同时还空袭了伊朗境内的多个指挥中心、无人机、弹道导弹和防空存储设施。
IDF troops deployed, struck Iranian infrastructure in Tehran and Shiraz.
IDF的行动旨在加强以色列北部居民对真主党威胁的安全保障，并打击伊朗的军事能力。
🎯STRUCK: Iranian regime infrastructure in different areas across Iran: 📍In Tehran, dozens of munitions were dropped on command centers and UAV, ballistic missiles and air defense storage sites were stuck. 📍In Shiraz, the internal security forces’ command center and a
@idf ↗
伊朗放火焚烧了阿联酋的一个大型天然气田，阿联酋关键港口富查伊拉已暂停石油装载。此前，一艘巴基斯坦油轮和一艘香港籍散货船通过霍尔木兹海峡。美国前总统特朗普呼吁盟友帮助重新开放霍尔木兹海峡，而日本正考虑派遣海上自卫队护航。
Iran set natural gas field in UAE ablaze, Fujairah port suspended oil loadings, Trump appeals to reopen Strait of Hormuz, Pakistani tanker, Hong Kong bulk carrier, Japan considering MSDF escort.
伊朗的行动加剧了地区能源安全担忧，导致关键港口暂停运营。霍尔木兹海峡的通航安全问题凸显，国际社会尤其是主要石油消费国正积极寻求解决方案，包括潜在的军事护航。
Iran set a massive natural gas field in the UAE ablaze as it steps up attacks on key energy sites, while Trump appeals to allies to help reopen the Strait of Hormuz https://t.co/tkMdomn4Ib
@business ↗
巴基斯坦对阿富汗首都喀布尔的一家戒毒医院发动空袭，阿富汗塔利班政府称造成至少400人死亡、250人受伤。巴基斯坦方面强烈否认了这些指控。
Pakistan air strike on Kabul hospital, 400 killed, 250 injured (Afghan claim), Pakistan rejects.
这起空袭事件导致阿富汗和巴基斯坦之间的紧张局势急剧升级，双方就伤亡人数和责任问题各执一词，引发了国际社会对地区冲突人道主义影响的关注。
WATCH: At least 400 people were killed and 250 injured in an air strike by Pakistan on a drug users rehabilitation hospital in the Afghanistan capital Kabul, a spokesman of the Afghan Taliban government said https://t.co/9TdjIXt6y4 https://t.co/KkVZeTpAUb
@reutersasia ↗
古巴发生了一次6级地震，随后其国家电网“断连”导致全国1100万人断电。这是今年早些时候美国对古巴发动能源封锁以来最大规模的一次停电。
Magnitude 6 earthquake, Cuba national grid "disconnected", 11 million people without power, largest outage since US energy blockade.
地震引发了古巴大规模的电网故障，加剧了在能源封锁背景下该国的电力危机，对古巴全国范围内的民生和经济造成严重影响。
【古巴全国停电，电网崩溃】古巴国家电网“断连”导致1100万人断电——这是今年早些时候美国对古巴发动能源封锁以来最大规模的一次停电。https://t.co/GWBGXr4uyF https://t.co/PNkdWmu0hC
@ftchinese ↗
印第安纳州一项养老基金强制要求在2026年7月之前，对其管理下的500亿美元资产（AUM）中的2%进行比特币配置。
Indiana pension fund mandate, July 2026 implementation, $50B AUM, 2% target allocation to BTC.
这一举措标志着比特币作为机构资产类别获得更广泛认可，将带来系统性的买入需求，且不受市场情绪影响，对加密市场形成长期利好。
indiana pension fund mandate forces july 2026 implementation for $50b AUM. the mechanism nobody's pricing: pension funds don't trade, they rebalance. if target allocation is 2% and BTC drops 30%, they must buy to restore weight. systematic bids that don't care about sentiment.
@aixbt_agent ↗
穆迪警告称，如果油价持续高企，全球经济可能面临衰退风险。
Moody's, recession risk, elevated oil prices
伊朗战争导致的油价飙升正对全球经济构成威胁，穆迪等评级机构对此表示担忧。土耳其财政部长也指出，油价冲击可能暂时阻碍政府的通胀抑制计划。
Moody’s Warns of Recession Risk if Oil Prices Stay Elevated
@barronsonline ↗
英伟达预测，到2027年其AI芯片的营收机会可能达到至少1万亿美元，并制定了在实时AI系统市场更具竞争力的战略。
Nvidia, AI chips, $1 trillion revenue opportunity, 2027
这一预测表明英伟达对AI芯片市场的巨大增长潜力抱有极高信心，并计划通过积极战略进一步巩固其在实时AI处理领域的领先地位。
WATCH: Nvidia said the revenue opportunity for its AI chips may reach at least $1 trillion through 2027, as the company outlined a strategy to compete more aggressively in the fast-growing market for running AI systems in real time https://t.co/jlOz8poujU https://t.co/AGB2Di0R7V
@reutersbiz ↗
以色列国防军（IDF）宣布，已瞄准并击毙了在过去六年担任巴斯基部队（Basij unit）指挥官的格拉姆雷扎·索莱马尼（Gholamreza Soleimani）。
Gholamreza Soleimani, Basij unit commander, eliminated
此次行动是对伊朗内部镇压主要负责人的一次重大打击。有分析认为，这可能预示着海湾地区权力平衡的进一步瓦解，并由强硬派掌权。
🔴 COMMANDER OF THE BASIJ UNIT ELIMINATED Yesterday, the IDF targeted & eliminated Gholamreza Soleimani, who operated as commander of the Basij unit for the past 6 years. Under Soleimani, the Basij unit led the main repression operations in Iran, employing severe violence, https://t.co/aJ0dNtCFz0
@idf ↗
以色列国防军（IDF）正集中兵力，开展精确的地面行动，并与美国中央司令部（CENTCOM）加强合作，联手打击伊朗境内的基础设施。
IDF strikes, Tehran, Shiraz, U.S. forces, Iranian targets
美以联军打击了伊朗多个地区的指挥中心以及无人机、弹道导弹和防空设施储存点。美国中央司令部表示，美军将继续追捕并摧毁对美国人及伊朗邻国构成威胁的伊朗目标。
🎯STRUCK: Iranian regime infrastructure in different areas across Iran: 📍In Tehran, dozens of munitions were dropped on command centers and UAV, ballistic missiles and air defense storage sites were stuck. 📍In Shiraz, the internal security forces’ command center and a https://t.co/8RX2NS4tnH
@idf ↗
伊朗向阿联酋的一个大型天然气田发动袭击，使其陷入火海，并再次暂停了一个重要的石油港口的运营。
Iran, UAE, natural gas field ablaze, Fujairah oil port halted
伊朗此举被视为对关键能源设施的袭击升级，已导致阿联酋富查伊拉（Fujairah）港口的石油装载暂停。这不仅加剧了地区紧张局势，也对全球能源供应造成了直接冲击。
Iran set a massive natural gas field in the UAE ablaze as it steps up attacks on key energy sites, while Trump appeals to allies to help reopen the Strait of Hormuz https://t.co/tkMdomn4Ib
@business ↗
在特朗普总统请求盟友协助重开霍尔木兹海峡之际，丹麦表示愿意提供帮助，而日本和澳大利亚则明确表示“没有计划”派遣船只参与。
Denmark willingness, Japan/Australia "no plans", EU's Kallas
欧盟官员埃斯顿·卡拉斯（Kallas）指出，虽然欧盟对参与霍尔木兹海峡的航行自由持开放态度，但对其未被咨询战争启动和目标表示担忧。这反映了国际社会在应对中东危机及其经济影响上的分歧和复杂性。
BREAKING: Denmark signals willingness to help reopen the Strait of Hormuz at Trump’s request.
@polymarket ↗
一位高级伊朗官员透露，伊朗新任最高领袖在一次外交政策会议上表示，“现在不是和平的时候”，并称美国和以色列必须被击败并支付赔偿。
Iran's new Supreme Leader, "not the right time for peace", defeat USA and Israel
这一强硬表态表明伊朗高层拒绝了通过中间国家提出的缓和紧张局势或与美国实现和平的提议，预示着该国将继续采取对抗性外交政策。
Senior Iranian official: New supreme leader told foreign policy session 'not the right time for peace’, says USA and Israel must be defeated, pay compensation
@financialjuice ↗
印第安纳州一个管理着500亿美元资产的养老基金，被要求在2026年7月前实施加密货币配置。
Indiana pension fund, $50 billion AUM, July 2026, crypto allocation
这一举措预示着大型机构对加密货币的采纳，可能带来持续的系统性买盘压力，并在长期内降低市场波动性，而不受短期市场情绪影响。
indiana pension fund mandate forces july 2026 implementation for $50b AUM. the mechanism nobody's pricing: pension funds don't trade, they rebalance. if target allocation is 2% and BTC drops 30%, they must buy to restore weight. systematic bids that don't care about sentiment.
@aixbt_agent ↗
伊朗战争导致油价飙升和天然气短缺，对印度经济造成冲击，使亚洲炼油商面临严重亏损。土耳其财政部长Simsek警告油价冲击可能暂时破坏政府的通胀削减计划。穆迪（Moody's）警告，若油价持续高企，可能引发经济衰退风险。美国全国平均零售汽油价格已达每加仑5.044美元。德国投资者乐观情绪因伊朗战争恶化，南非债市出现六年来最大规模资金外流。伊拉克率先削减石油产量，欧洲天然气价格上涨。印度燃油零售商正寻求经销商预付款。
Oil price surge; US retail gas price $5.044/gallon; South Africa bond outflow; Germany investor optimism worsened
伊朗战争正对全球能源市场和宏观经济产生广泛影响。油价上涨和能源短缺不仅直接打击了亚洲和新兴市场经济体，也对发达国家的通胀控制和经济信心构成威胁，加剧了对经济衰退的担忧。
Surging oil prices and acute gas shortages are rippling through India’s economy as the Iran war drags on https://t.co/Iqr5JIGZyd
@business ↗
英伟达（Nvidia）宣布，其AI芯片的营收机会到2027年可能达到至少1万亿美元。
Nvidia; AI chips revenue opportunity; $1 trillion through 2027
这一预测凸显了英伟达对AI市场增长的巨大信心，并预示着AI芯片在未来几年将成为科技行业的重要增长引擎。
WATCH: Nvidia said the revenue opportunity for its AI chips may reach at least $1 trillion through 2027, as the company outlined a strategy to compete more aggressively in the fast-growing market for running AI systems in real time https://t.co/jlOz8pouU https://t.co/AGB2Di0R7V
@reutersbiz ↗
特斯拉计划在美国建造一座价值43亿美元的电池工厂。
Tesla; $4.3 Billion Battery Plant in U.S.
这一大规模投资彰显了特斯拉在电动汽车供应链垂直整合方面的决心，旨在确保未来电池供应，并可能对其股价产生积极影响。
Tesla to Build $4.3 Billion Battery Plant in U.S. It Can Boost the Slumping Stock. https://t.co/lBlIOkUa5T
@barronsonline ↗
科默茨银行（Commerzbank）首席执行官Bettina Orlopp对联合信贷银行（UniCredit）400亿美元的收购报价表示“惊讶”，并称其“价格非常低”，同时承诺将提高盈利能力，以证明该行独立发展会更好。
Commerzbank; UniCredit's $40 billion takeover bid; "very low price"
科默茨银行CEO的表态显示出其对现有报价的不满以及对银行独立发展前景的信心，预示着潜在的收购谈判将面临挑战，或将促使其内部加速改革以提升价值。
Commerzbank CEO Bettina Orlopp tells Anna Edwards that UniCredit's $40 billion takeover bid was a "surprise" and came at a "very low price" https://t.co/53Qp3bkhCC https://t.co/PSryySY9hN
@business ↗
以色列国防军（IDF）击毙了过去六年担任巴斯基部队指挥官的Gholamreza Soleimani，并与美国中央司令部（CENTCOM）合作对伊朗目标进行精确地面行动。伊朗最高领袖在一次外交政策会议上明确表示“现在不是和平的时候”，拒绝了中间国家提出的旨在降低紧张局势或与美国实现和平的提议，并称美国和以色列必须被击败并赔偿。
Gholamreza Soleimani eliminated; 'not the right time for peace'
以色列国防军采取了针对伊朗高级指挥官的军事行动，并得到美国支持。与此同时，伊朗最高层传递出强硬信号，彻底拒绝了和平谈判，预示地区冲突可能进一步升级。
🔴 COMMANDER OF THE BASIJ UNIT ELIMINATED Yesterday, the IDF targeted & eliminated Gholamreza Soleimani, who operated as commander of the Basij unit for the past 6 years. Under Soleimani, the Basij unit led the main repression operations in Iran, employing severe violence, https://t.co/aJ0dNtCFz0
@idf ↗
丹麦表示愿意应特朗普要求协助重新开放霍尔木兹海峡，但日本和澳大利亚明确表示“没有计划”派遣船只。欧盟的卡拉斯表示，欧盟并未排除参与霍尔木兹海峡行动的可能性，并提出了类似“黑海模式”的方案，但对未被咨询伊朗战争的开始和目标表示担忧。
Denmark willingness; Japan & Australia 'no plans'; EU 'door not closed'
针对霍尔木兹海峡的通航安全问题，国际社会态度不一。丹麦积极响应美国呼吁，但主要亚洲盟友日本和澳大利亚选择观望。欧盟尽管表达了参与意愿，但也强调了其对战争初期信息不对称的不满。
BREAKING: Denmark signals willingness to help reopen the Strait of Hormuz at Trump’s request.
@polymarket ↗
阿富汗塔利班政府指控巴基斯坦对喀布尔的一家医院进行了空袭，造成超过400人死亡，但巴基斯坦对此强烈否认。
Afghanistan 400 killed; Pakistan denies
持续升级的阿富汗与巴基斯坦之间的紧张局势达到了新高，阿富汗提出严厉指控，但巴基斯坦否认，预示着地区冲突的进一步复杂化。
WATCH: Afghanistan says over 400 people were killed in an air strike by Pakistan on a hospital in Kabul. Pakistan strongly denies the claim as tensions between the two neighbors sharply escalate https://t.co/lnfgdVYKSm https://t.co/8iDZpePibO
@reutersasia ↗
日本和美国预计将在本周的峰会上达成协议，共同开发稀土元素、锂和铜等关键矿产。
Japan and US; joint development of rare earth elements, lithium, and copper
这一合作旨在确保关键矿产供应链的稳定和多元化，减少对特定国家的依赖，具有重要的战略意义。
Japan and the US to agree on joint development of rare earth elements, lithium, and copper at summit meeting this week - Nikkei
@financialjuice ↗
比特币价格正式重新突破75,000美元关口。
Bitcoin officially reclaims $75,000
比特币重返关键价格水平，显示市场信心增强，可能预示着进一步上涨趋势。
JUST IN: Bitcoin officially reclaims $75,000 https://t.co/tq1mqnkNYA
@WatcherGuru ↗
柴油价格自2022年12月以来首次突破每加仑5美元，美国汽油价格飙升至每加仑3.79美元，为2023年9月以来最高，过去一个月上涨30%，英国燃油价格也创18个月新高，引发市场对通胀和滞胀的担忧。
Diesel above $5/gallon, US gas $3.79/gallon, 30% spike, UK fuel highest in 18 months, stagflation fears
中东冲突升级推动油价上涨，导致全球燃油成本急剧增加。这直接引发了市场对通胀持续上升和经济增长放缓的滞胀风险的担忧，影响了股指期货和投资者情绪。
Diesel— lifeblood of the US freight, agriculture and construction industries— is above $5 a gallon for the first time since December 2022.
@annmarie ↗
德国经济部长表示，德国将与其他经合组织国家一道，将部分国家石油储备投放市场，以应对油价飙升。
German Economy Minister Reisch, make part of state oil reserves available, tandem with other OECD countries
此举表明主要经济体正在协调行动，以缓解因中东冲突造成的石油供应紧张和价格压力，试图稳定全球能源市场。
German Economy Minister Reisch: We will make part of the state oil reserves available to markets in tandem with other OECD countries.
@financialjuice ↗
华尔街日报报道称，OpenAI高管正在最终确定重大战略转变，将公司重心重新聚焦于编码和商业用户。
OpenAI, strategy shift, refocus around coding and business users, WSJ
这一战略调整表明OpenAI正从最初的通用人工智能探索转向更具商业化潜力的企业级和开发者工具市场，可能预示着其产品路线图的重大转变，以满足企业对AI解决方案的特定需求。
OpenAI’s top executives are finalizing plans for a major strategy shift to refocus the company around coding and business users, per WSJ
@unusual_whales ↗
人工智能数据中心开发商Nebius Group NV计划在与Meta Platforms达成重大商业协议后，通过可转换债券融资约37.5亿美元。
Nebius Group NV, AI data center developer, raise $3.75 billion, convertible debt, deal with Meta Platforms Inc.
这项巨额融资凸显了AI基础设施建设的巨大需求和投资热潮，尤其是在大型科技公司如Meta的支持下，预示着AI计算能力的快速扩张和技术发展的加速。
Artificial intelligence data center developer Nebius Group NV said it intends to raise about $3.75 billion in convertible debt on the heels of a major commercial deal with Meta Platforms Inc.
@business ↗
阿里巴巴推出面向企业的代理式AI工具，并计划集成到Slack和Teams等协作平台。
Alibaba launches agentic AI tool, for businesses, Slack, Teams integration plans
阿里巴巴此举表明其正积极拓展企业级AI市场，通过与主流办公协作工具集成，旨在提升商业用户的效率和自动化水平，加大在全球企业AI解决方案领域的竞争力。
Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans
@cnbc ↗
埃隆·马斯克表示，XAI到本周末将同时训练三款Grok模型。
Musk, XAI, three Grok build models, training simultaneously, by this weekend
XAI正积极加速其AI模型开发，通过并行训练多款模型，旨在快速迭代和提升Grok系列产品的能力，表明其在竞争激烈的AI领域采取了激进的策略。
Musk: By this weekend, XAI will have three Grok build models in training simultaneously - X post
@financialjuice ↗
英国将投入25亿美元用于量子计算技术研发。
U.K. to Spend $2.5 Billion, Quantum Computing
这项大规模投资显示英国致力于成为量子计算领域的全球领导者，旨在推动这一前沿技术的突破和应用，预示着未来科技竞争的焦点。
U.K. to Spend $2.5 Billion on Quantum Computing. What It Means for IonQ Stock.
@barronsonline ↗
上周投资者大量流出美国大盘股，同时政府债券录得最大规模的资金流入。
Largest outflows from US large caps, largest inflows into government bonds last week
这一资金流动反映出市场避险情绪的加剧，投资者普遍从风险较高的股票市场撤资，转而寻求政府债券的相对安全，可能与地缘政治紧张局势或对经济前景的担忧有关。
Investors fled U.S. large caps again (largest outflows last week); precious metals a distant second, followed by consumer cyclicals ... government bonds saw largest inflows @DataArbor https://t.co/FkarAmlB4
@lizannsonders ↗
意大利联合信贷银行向意大利总理办公室通报了其以350亿欧元（400亿美元）收购德国商业银行的提议，但德国商业银行CEO称之为“惊喜”且“价格过低”。
UniCredit SpA, €35 billion ($40 billion) bid, Commerzbank AG
这一潜在的并购案显示了欧洲银行业寻求整合以增强市场影响力的趋势。然而，德国商业银行的初步反应表明，此次收购可能面临阻力，谈判过程预计将充满挑战。
Commerzbank CEO Bettina Orlopp tells Anna Edwards that UniCredit's $40 billion takeover bid was a "surprise" and came at a "very low price" https://t.co/53Qp3bkhCC https://t.co/PSryySY9hN
@business ↗
达美航空上调了收入指导，其CEO表示旅行需求“非常非常好”。
Delta raises revenue guidance, travel demand ‘really, really great’
这一积极展望表明旅游行业持续强劲复苏，消费者对旅行体验的支出依然旺盛，为航空公司的业绩增长提供了有力支撑。
$DAL raises revenue guidance as CEO says travel demand has been ‘really, really great:’ https://t.co/XbSUCWe9Uk
@squawkcnbc ↗
以色列国防军（IDF）及其他消息源证实，伊朗最高国家安全委员会秘书阿里·拉里贾尼已被以色列击毙。
Ali Larijani, Secretary of Iran’s Supreme National Security Council, eliminated/killed in Israeli strike
拉里贾尼被认为是伊朗政权内部最有资历的高级人物之一，他的死亡标志着以色列和伊朗冲突的重大升级，并可能对伊朗领导层和地区稳定产生深远影响。
🔴Ali Larijani, Secretary of Iran’s Supreme National Security Council and the regime’s effective leader, has been eliminated. Throughout the years, Larijani was considered one of the most veteran and senior figures within the Iranian regime leadership, and was a close associate https://t.co/kBIgSSGBm0
@idf ↗
阿联酋一大型天然气田在无人机袭击后起火，一重要石油港口再次关闭，有报道称伊朗袭击了阿联酋能源基础设施，且霍尔木兹海峡附近一艘油轮被击中。
UAE gas field set ablaze, drone strike, vital oil port halted, Iran targets UAE energy infrastructure, tanker struck near Strait of Hormuz
这些直接针对关键能源基础设施的袭击标志着冲突的地理范围和强度正在扩大，对地区能源供应和全球油价稳定构成严重威胁，加剧了市场的避险情绪。
A large gas field in the United Arab Emirates was set ablaze after a drone strike and a vital oil port was halted again https://t.co/yh2hYc1KSm
@business ↗
一位高级伊朗官员透露，伊朗新任最高领袖在一次外交政策会议上表示现在“不是和平的时机”，美国和以色列必须被击败并支付赔偿，并拒绝了中间国家提出的降低紧张局势或与美国和平的提议。
Senior Iranian official, new supreme leader, 'not the right time for peace’, USA and Israel must be defeated, pay compensation, rejected proposals for reducing tensions/peace with US
这一声明表明伊朗新领导层采取了极其强硬的立场，明确拒绝任何通过谈判解决冲突的尝试，并誓言继续对抗美国和以色列，预示着地区冲突将进一步升级。
Senior Iranian official: New supreme leader told foreign policy session 'not the right time for peace’, says USA and Israel must be defeated, pay compensation
@financialjuice ↗
以色列国防军（IDF）探测到伊朗发射的导弹，并正在采取拦截行动。
IDF detects launch of missiles from Iran, working to intercept
这一事件证实了伊朗与以色列之间直接的军事对抗，标志着冲突的直接升级和军事行动的进一步白热化，对地区安全构成即时威胁。
IDF detects launch of missiles from Iran, working to intercept
@financialjuice ↗
阿富汗声称巴基斯坦对喀布尔一家医院的空袭导致400多人死亡，但巴基斯坦对此强烈否认，两国紧张关系急剧升级。
Pakistan air strike on Kabul hospital, Afghanistan says over 400 killed, Pakistan strongly denies
这一事件引发了巴基斯坦和阿富汗之间的高度紧张，双方就重大伤亡事件责任各执一词，预示着两国关系可能面临进一步的恶化，并可能引发地区人道危机。
WATCH: Afghanistan says over 400 people were killed in an air strike by Pakistan on a hospital in Kabul. Pakistan strongly denies the claim as tensions between the two neighbors sharply escalate https://t.co/lnfgdVYKpJ https://t.co/8iDZpePibO
@reutersasia ↗
比特币价格已重新站上75,000美元，并触及76,000美元，连续第八天上涨。
Bitcoin reclaims $75,000, hits $76K, 8 straight green days
比特币的强劲表现显示市场情绪乐观，可能受到机构资金流入、宏观经济环境或特定市场事件的推动，持续的上涨趋势吸引了投资者关注。
JUST IN: Bitcoin officially reclaims $75,000 https://t.co/tq1mqnkNYA
@WatcherGuru ↗
万事达卡将以最高18亿美元的价格收购稳定币基础设施初创公司BVNK，此前BVNK与Coinbase的20亿美元交易告吹。
Mastercard to acquire BVNK, up to $1.8 billion, stablecoin infrastructure startup
此次收购表明传统金融巨头持续深入加密货币领域，特别是在稳定币基础设施方面。尽管此前与Coinbase的交易失败，万事达卡的介入仍显示出对该技术长期潜力的看好。
Mastercard said it will acquire the stablecoin infrastructure startup BVNK for as much as $1.8 billion, four months after negotiations between BVNK and Coinbase Global for a roughly $2 billion deal fell apart.
@business ↗
XRP市值超越BNB，重回全球加密货币市值第四位。
XRP FLIPS $BNB BY MARKET CAP, RECLAIMS #4 SPOT
这一市场排名变化反映了XRP近期相对于BNB的强劲表现，可能受到市场情绪、特定发展或交易量的推动，是加密货币市场动态变化的体现。
$XRP FLIPS $BNB BY MARKET CAP, RECLAIMS #4 SPOT
@scottmelker ↗
加密货币矿工的生产成本高达8万美元，而比特币价格仅为7.5万美元；公共矿商在六个月内清算了超过1.5万枚比特币，且MARA将5,938枚比特币抵押了3.5亿美元债务，这些迹象预示着矿业股若创新低，比特币价格也将随之下跌。
Miners producing at $80k cost, BTC price $75k, public miners liquidated 15k+ BTC in 6 months, MARA 5,938 BTC pledged against $350m debt
矿工生产成本高于比特币价格以及大量清算行为表明矿业部门正面临财务困境。这种压力可能导致矿工出售更多比特币来弥补运营成本或债务，从而对整个比特币市场价格构成下行风险。
MARA RIOT CIFR are your BTC leading indicators right now. miners producing at $80k cost with $75k BTC price. public miners liquidated 15k+ BTC from treasuries in 6 months. MARA has 5,938 BTC pledged against $350m debt. when mining stocks break new lows BTC follows. not the other
@aixbt_agent ↗
美国烘焙咖啡均价升至每磅9.46美元新高，2月同比上涨30.5%，自2020年1月以来累计上涨127%；同期碎牛肉价格上涨73%至6.74美元。美国汽油价格涨至每加仑3.79美元，为2023年9月以来最高，过去一个月30%的涨幅为30年来最大。柴油价格也自2022年12月以来首次突破每加仑5美元。霍尔木兹海峡的船舶保险成本大幅上涨。惠誉评级表示，伊朗冲突正在增加发达市场增长和财政前景的风险，高盛认为市场低估了伊朗战争风险。
coffee prices surged +30.5% YoY, and +127% since January 2020; gas prices up to $3.79/gallon, 30% spike; Diesel above $5 a gallon; Strait of Hormuz insurance surged; Fitch Ratings: Iran conflict raises risks; Goldman Sachs: market underestimates Iran war risk
数据显示美国通胀压力持续，消费者日常开支显著增加。伊朗战争及其对全球石油供应的影响是导致能源价格飙升的关键因素，进一步加剧了全球范围内的通胀担忧。虽然白宫高级顾问哈塞特认为伊朗冲突未损害美国经济，但市场和评级机构对此持谨慎态度。
US coffee prices are surging at a record pace: The average price of ground roast coffee is up to a record $9.46 per pound. In February, coffee prices jumped +30.5% YoY, and have surged +127% since January 2020. Over the same period, ground beef prices have risen +73% to $6.74
@kobeissiletter ↗
伊朗战争正在重新引发滞胀担忧，即物价上涨伴随着经济增长放缓。美国银行的一项调查显示，45%的投资者预计未来12个月全球CPI将更高，远高于一个月前的9%。基金经理在战争爆发之初增加了现金储备，达到疫情以来的最高水平。美国ADP周度就业人数实际增加9000人，而上一周修正值为14750人。截至3月16日，隔夜有担保融资利率（SOFR）升至3.70%。
fears of stagflation; 45% of investors expect higher global CPI; Fund managers increased cash reserves...by the most since COVID; US ADP Wkly Employment Change Actual 9k; Secured overnight financing rate 3.70%
市场对滞胀的担忧显著上升，投资者情绪趋于谨慎，表现为现金储备的大幅增加。尽管就业市场数据尚可，但通胀预期走高和利率微升反映出宏观经济面临多重挑战。
45% of investors expect higher global CPI in the next 12 months, up from 9% a month ago, per Bank of America
@unusual_whales ↗
OpenAI与亚马逊云服务（AWS）签署协议，将向美国政府员工提供AI服务，涵盖机密和非机密工作。Tether的QVAC推出了全球首个跨平台BitNet LoRA框架，能够在消费级GPU和智能手机上进行十亿参数的AI训练和推理。埃隆·马斯克宣布，XAI将在本周末同时训练三款Grok模型。同时，由于AI威胁增加，高收入者比低收入者更担心自己的就业。
OpenAI signs AWS deal to sell AI to US government staff; Tether’s QVAC Launches World’s First Cross-Platform BitNet LoRA Framework; XAI will have three Grok build models in training simultaneously; Top earners are more afraid for their employment as AI threat increases
AI技术在政府应用和消费级设备上的普及正加速，标志着AI部署进入新阶段。头部AI公司在模型训练和应用方面持续取得进展，但AI对劳动力市场的影响已引起高收入人群的担忧。
OpenAI signs AWS deal to sell AI to US government staff, per the Information
@unusual_whales ↗
谷歌（$GOOGL）已确认将在密歇根州范布伦镇运营一个1GW的数据中心项目，并与DTE Energy合作。英国政府计划在量子计算领域投入25亿美元。此外，英国已为其光纤宽带部署的最后阶段制定了规则。
Google $GOOGL confirms it will operate a 1GW data center; U.K. to Spend $2.5 Billion on Quantum Computing; Britain sets rules for final phase of fibre broadband roll-out
这些投资和政策显示了各国在支持数字基础设施和前沿计算技术方面的高度重视。超大型数据中心的建设和量子计算的战略投入，将为AI和高科技发展提供关键支撑。
Google $GOOGL is planning another data center project in Van Buren Township, Michigan [QT @RalliesNews: Google $GOOGL confirms it will operate a 1GW data center in Van Buren Township, Michigan]
@stockmktnewz ↗
据彭博社报道，由于存储芯片短缺，2026年全球智能手机市场预计将萎缩12.9%。与此同时，英伟达（Nvidia）上调了其AI芯片销售展望。
global smartphone market will contract 12.9% in 2026 because of the memory chip shortage; Nvidia raises its outlook for AI chip sales
芯片短缺对终端电子产品市场造成显著负面影响，尤其智能手机行业面临挑战。然而，英伟达上调AI芯片销售展望，表明AI相关硬件需求持续强劲，芯片产业内部存在结构性分化。
"The global smartphone market will contract 12.9% in 2026 because of the memory chip shortage," per Bloomberg.
@unusual_whales ↗
万事达卡（Mastercard）计划以高达18亿美元的价格收购稳定币基础设施初创公司BVNK，以扩展其链上和法定支付能力。此外，意大利联合信贷银行（UniCredit SpA）提出350亿欧元（400亿美元）的收购要约，旨在加强对德国商业银行（Commerzbank AG）的影响力，德国商业银行首席执行官对此“低价”表示惊讶。欧盟已批准莱昂纳多公司与依维柯集团近20亿美元的防务交易。
MASTERCARD TO ACQUIRE BVNK FOR UP TO $1.8B; UniCredit SpA...a €35 billion ($40 billion) bid to deepen its influence over Commerzbank AG; EU Approves Leonardo’s Nearly $2 Billion Iveco Group Defense Deal
金融和防务领域的大型并购活动正在进行，反映出行业整合和战略扩张的趋势。万事达卡在数字支付领域的布局显示出对加密货币基础设施的重视。意大利联合信贷银行的巨额竞购凸显欧洲银行业的竞争格局。
JUST IN: MASTERCARD TO ACQUIRE BVNK FOR UP TO $1.8B TO EXPAND ON-CHAIN AND FIAT PAYMENT CAPABILITIES
@scottmelker ↗
人工智能数据中心开发商Nebius Group NV计划发行37.5亿美元的可转换高级票据。此前，该公司与Meta Platforms Inc.达成了一项重大商业协议，Meta将在未来五年内支付高达270亿美元以获取Nebius的AI服务。
Nebius $NBIS announced today plans to offer $3.75 billion in convertible senior notes; Meta Platforms $META will pay as much as $27 billion over the next five years for access to AI from cloud provider Nebius
Nebius通过大规模融资和与Meta的巨额AI服务协议，显示了AI基础设施和模型提供商在当前市场中的巨大价值和资本吸引力。这笔交易也预示着AI计算能力需求的爆发性增长。
Nebius $NBIS announced today plans to offer $3.75 billion in convertible senior notes [QT @StockMKTNewz: Meta Platforms $META will pay as much as $27 billion over the next five years for access to AI from cloud provider Nebius $NBIS - Bloomberg https://t.co/NW7SOIJkfy]
@stockmktnewz ↗
高通（$QCOM）将其季度每股股息从0.89美元上调至0.92美元，并宣布了一项新的200亿美元股票回购计划。达美航空（$DAL）上调了营收指引，首席执行官称旅行需求“非常非常好”。德国商业银行（Deutsche Bank AG）首席执行官警告，受不利汇率波动影响，其第一季度交易收入可能下降。
Qualcomm $QCOM increased its quarterly per share dividend up to $0.92 from $0.89 per share; new $20 Billion share buyback plan; $DAL raises revenue guidance; Deutsche Bank...revenue from trading is likely to decline in the first quarter
高通和达美航空的积极消息显示了部分行业对自身表现的信心和对股东的回报。然而，德意志银行的警告则反映出宏观经济和汇率波动对金融机构盈利能力的挑战。
JUST IN: Qualcomm $QCOM increased its quarterly per share dividend up to $0.92 from $0.89 per share Qualcomm also just announced a new $20 Billion share buyback plan https://t.co/9v907ymnRN
@stockmktnewz ↗
伊朗最高国家安全委员会秘书、伊朗政权重要人物阿里·拉里贾尼（Ali Larijani）已被消灭，以色列国防军（IDF）和Kobeissi Letter证实其死于以色列的袭击。PolyMarket观察到，这一消息导致美国股指期货全面上涨。
Ali Larijani, Secretary of Iran’s Supreme National Security Council...has been eliminated; killed in an Israeli strike; Trump’s Director of National Counterterrorism, Joe Kent, has resigned effective immediately
阿里·拉里贾尼的死被视为伊朗政权内部的重大事件，可能对伊朗未来的领导层和地区局势产生深远影响。市场对此消息的积极反应，暗示投资者可能将其解读为冲突降级或有助于解决当前危机的信号，尽管有分析认为其被清除可能只是消灭了一个潜在的谈判对象。
🔴Ali Larijani, Secretary of Iran’s Supreme National Security Council and the regime’s effective leader, has been eliminated. Throughout the years, Larijani was considered one of the most veteran and senior figures within the Iranian regime leadership, and was a close associate https://t.co/kBIgSSGBM0
@idf ↗
美国国家反恐中心主任乔·肯特（Joe Kent）于今日辞职，他明确表示无法支持正在进行的伊朗战争，认为伊朗并未对美国构成迫在眉睫的威胁，且战争是由美国挑起的。
Joe Kent...resigned from my position as Director of the National Counterterrorism Center, effective today; I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this
肯特的辞职引发了对伊朗战争正当性的公开辩论，其个人经历和明确的反对立场使事件受到高度关注，也凸显了美国政府内部对军事行动的分歧。
After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this https://t.co/prtu86DpEr
@joekent16jan19 ↗
美国财政部长贝森特（Bessent）和美国贸易代表在法国巴黎与中国副总理何立峰举行了富有成效的贸易和经济关系会谈，预计未来几天将发表声明。美中两国正在考虑建立新的机制来监督经济关系。白宫高级顾问哈塞特表示，待战争结束后，特朗普总统和习近平主席将进行会晤。此外，欧盟计划在排除障碍后重启与美国的贸易协议批准程序。
productive two days of talks in Paris, France with Chinese Vice Premier He Lifeng; US and China are considering a new mechanism; Trump and Xi will get together; EU to restart process to ratify US trade deal after block
美中两国在贸易和经济领域保持接触，并探索新的合作框架，表明双方寻求稳定关系的意愿。白宫对战后领导人会晤的预期，也传递出对未来中美关系的某种展望。欧盟重启对美贸易协议，则反映了跨大西洋贸易关系的潜在进展。
On behalf of @POTUS, @USTradeRep and I have held a very productive two days of talks in Paris, France with Chinese Vice Premier He Lifeng to discuss trade and economic relations between our countries. We will be issuing a statement in the next few days reaffirming the stability https://t.co/SzICQJfZZe
@secscottbessent ↗
以色列国防军（IDF）已对伊朗发动大规模空袭，并检测到真主党正扩大对以色列发动火箭弹袭击的准备。白宫新闻秘书称，美国-以色列针对伊朗的战略正在奏效，伊朗的弹道导弹武库、核基础设施、防空系统、海军和代理指挥架构均遭到系统性打击。白宫高级顾问哈塞特表示，战争的基线预期是4-6周，目前“进展超前”，且油轮已开始通过霍尔木兹海峡。然而，总统特朗普曾被情报部门警告，袭击伊朗可能引发对美国海湾盟友的报复，尽管他此前声称对此感到意外。为应对伊朗战争对美国农民造成的关键供应中断，特朗普政府已采取行动寻找替代肥料来源。希腊总理表示，希腊将不参与伊朗附近的任何军事行动。英国与美国、欧洲及海湾盟友就霍尔木兹海峡问题持续对话。西班牙将释放高达1150万桶石油储备，以缓解市场压力。
IDF has begun a wide-scale wave of strikes against Iran; expanded preparations by Hezbollah to launch rocket barrages towards Israel; US-Israeli strategy against Iran is working; President Donald Trump WAS warned; 4-6 weeks is the base case, and we're ahead of schedule; Tankers are starting to go through the Strait; locate backup sources of fertilizers for American farmers; Greece will not participate in any military operations near Iran; UK talks on Hormuz continue; Spain will release up to 11.5 million barrels of oil reserves
伊朗冲突已进入大规模军事打击阶段，以色列与真主党之间的紧张关系升级。美方对当前战略的有效性持积极评价，但对战争结果和潜在地区影响仍存在不同看法。国际社会在能源供应、地区安全和外交协调方面积极应对，同时盟友间对军事参与的态度也出现分歧。
“When you look at what has actually happened to Iran’s principal instruments of power – its ballistic missile arsenal, its nuclear infrastructure, its air defences, its navy and its proxy command architecture – the picture is not one of US failure. It is one of systematic, phased [QT @RapidResponse47: The US-Israeli strategy against Iran is working. Here is why https://t.co/N1yqkEZVp]
@presssec ↗
PayPal宣布其美元支持的稳定币PayPal USD（$PYUSD）已在全球70个市场推出。Ripple（$XRP）宣布在巴西市场扩张，将推出跨境支付、数字资产托管、新的$RLUSD稳定币，并申请VASP（虚拟资产服务提供商）许可证。Tether在30天内向比特币L1基础设施投资了2000万美元，共同主导了RGB协议、Utexo和Ark Labs等项目，并通过WDK集成使USDT在比特币闪电网络上实现原生支持。
PayPal USD is being made available in 70 markets worldwide; RIPPLE $XRP ANNOUNCES EXPANSION IN BRAZIL WITH CROSS-BORDER PAYMENTS, DIGITAL ASSET CUSTODY, $RLUSD STABLECOIN, AND VASP LICENSE APPLICATION; tether deployed $20m into bitcoin L1 infrastructure in 30 days
主流支付平台和加密货币公司正积极拓展稳定币和数字资产服务，特别是在新兴市场和底层基础设施方面加大投入。PayPal的全球化部署和Ripple在巴西的全面布局预示着稳定币在日常支付和金融服务中的应用将更广泛，Tether对L1基础设施的投资则体现了对比特币生态系统长期发展的信心。
PayPal $PYPL just announced its US dollar backed stablecoin PayPal USD is being made available in 70 markets worldwide in the PayPal account. https://t.co/09qsaQo7zY
@stockmktnewz ↗
比特币（$BTC）在经历连续八个“绿色”交易日后，价格达到7.6万美元。瑞波币（$XRP）的市值超越了币安币（$BNB），重新夺回加密货币市值榜的第四位。
Bitcoin Hits $76K After 8 Straight Green Days!; $XRP FLIPS $BNB BY MARKET CAP, RECLAIMS #4 SPOT
比特币的强劲表现显示了市场情绪的积极转变和买盘力量的回归。XRP市值排名提升则反映了特定山寨币的活跃度和市场关注度的变化，可能与 Ripple 在巴西的扩张计划等利好消息有关。
NEW: 🇧🇷 RIPPLE $XRP ANNOUNCES EXPANSION IN BRAZIL WITH CROSS-BORDER PAYMENTS, DIGITAL ASSET CUSTODY, $RLUSD STABLECOIN, AND VASP LICENSE APPLICATION
@scottmelker ↗
美联储将联邦基金利率维持在3.50-3.75%不变，并表示需要看到通胀有进一步下降进展才会再次降息。
Fed holds interest rates steady at 3.50-3.75%, needs further downward progress on inflation
这一决定表明美联储对当前通胀形势持谨慎态度，市场普遍认为短期内降息的可能性降低，将继续关注经济数据以判断未来政策走向。
Tomorrow's News Today... BREAKING: NO CHANGE. THE FED HOLDS INTEREST RATES STEADY AT 3.50-3.75%. NEEDS TO SEE FURTHER DOWNWARD PROGRESS ON INFLATION BEFORE CUTTING AGAIN.
@charliebilello ↗
由于伊朗战争影响，美国咖啡、汽油和柴油价格大幅上涨：烘焙咖啡均价升至创纪录的每磅9.46美元，2月份同比上涨30.5%，自2020年1月以来飙升127%；汽油价格升至每加仑3.79美元，为2023年9月以来最高，过去一月飙升30%；柴油价格飙升至每加仑5美元，为2022年以来最高。
US coffee prices up +30.5% YoY to $9.46/lb; Gas prices up +30% to $3.79/gallon; Diesel prices surge to $5/gallon
消费者面临物价上涨的压力，对美国家庭和企业造成直接经济负担。特别是能源价格飙升，加剧了对通胀和潜在滞胀的担忧。
US coffee prices are surging at a record pace: The average price of ground roast coffee is up to a record $9.46 per pound. In February, coffee prices jumped +30.5% YoY, and have surged +127% since January 2020. Over the same period, ground beef prices have risen +73% to $6.74 https://t.co/1XrzUB0BdD
@kobeissiletter ↗
受伊朗战争升级影响，美国股指期货在周二开盘前下跌，但美国股市开盘走高。与此同时，布伦特原油价格突破每桶102美元。
US stock futures fell, US stock market opened green, Brent crude above $102
市场初期对战争升级反应不一，但普遍认为伊朗战争风险被低估，且油价上涨可能持续。高盛警告市场低估了风险，而分析师预计原油价格将继续上涨。
Goldman Sachs thinks stock market underestimates Iran war risk after Monday's bounce https://t.co/kyh9wJZ8uX
@cnbc ↗
OpenAI与亚马逊网络服务（AWS）签署协议，将向美国政府工作人员（包括处理机密和非机密工作的人员）出售其AI技术。
OpenAI, AWS deal, sell AI to US government staff (classified and unclassified work)
这标志着顶级AI技术在政府部门的深度整合，潜在地增强了政府的运营效率和分析能力，同时也引发了对数据安全和伦理的讨论。
OpenAI signs AWS deal to sell AI to US government staff, per the Information
@unusual_whales ↗
英伟达（Nvidia）首席执行官黄仁勋预测，公司的AI处理器将在2027年前产生1万亿美元的销售额。
Nvidia AI processors, generate $1 trillion in sales through 2027
这一大胆预测凸显了英伟达在AI芯片市场的领导地位及其对未来需求的信心。该声明强化了市场对AI技术高速增长的预期。
Welcome to March 17, 2026 The Singularity is no longer measured in breakthroughs but in procurement cycles. Jensen Huang predicted that Nvidia's AI processors would generate $1 trillion in sales through 2027, and the company
@alexwg ↗
据彭博社报道，由于记忆芯片短缺，全球智能手机市场在2026年将萎缩12.9%。
The global smartphone market will contract 12.9% in 2026 because of the memory chip shortage
芯片短缺问题对智能手机行业造成严重冲击，预示着未来一年市场将面临显著挑战，可能影响消费电子公司的业绩和供应链策略。
"The global smartphone market will contract 12.9% in 2026 because of the memory chip shortage," per Bloomberg.
@unusual_whales ↗
高通（Qualcomm）将其季度每股股息从0.89美元上调至0.92美元，并宣布了一项新的200亿美元股票回购计划。
Qualcomm increased its quarterly per share dividend up to $0.92 from $0.89; New $20 Billion share buyback plan
这些举措表明公司对未来现金流和盈利能力充满信心，旨在通过提升股东回报和减少流通股数量来增强投资者价值。
JUST IN: Qualcomm $QCOM increased its quarterly per share dividend up to $0.92 from $0.89 per share Qualcomm also just announced a new $20 Billion share buyback plan https://t.co/yQ907ymnRN
@stockmktnewz ↗
云提供商Nebius宣布计划发行37.5亿美元的可转换优先票据，此前彭博社报道Meta Platforms将在未来五年内支付高达270亿美元以获取Nebius的AI服务。
Nebius plans to offer $3.75 billion in convertible senior notes; Meta Platforms $META will pay as much as $27 billion over the next five years for access to AI from cloud provider Nebius $NBIS
这次大规模融资将支持Nebius的业务扩张，特别是在AI云服务领域。与Meta的合作彰显了其在AI基础设施市场的重要性。
Nebius $NBIS announced today plans to offer $3.75 billion in convertible senior notes [QT @StockMKTNewz: Meta Platforms $META will pay as much as $27 billion over the next five years for access to AI from cloud provider Nebius $NBIS - Bloomberg https://t.co/NW7SOIJfy]
@stockmktnewz ↗
电动卡车制造商Rivian于2025年11月拆分了Mind Robotics公司，该公司上周完成了5亿美元的A轮融资，估值达到20亿美元。
Rivian spun out Mind Robotics in November 2025; Mind Robotics closed a $500M Series A at a $2 Billion valuation
Mind Robotics致力于“重塑工厂车间”，此次成功融资表明市场对机器人和自动化技术（可能涉及AI）的强劲兴趣和高估值，也反映了Rivian的战略布局。
Rivian $RIVN spun out Mind Robotics in November 2025 as its own company Last week the company closed a $500M Series A at a $2 Billion valuation [QT @JarsyInc: ⚡️Robotics Brief⚡️ The man who built an electric truck company just raised $500M to reinvent the factory floor. RJ Scaringe @RJScaringe, founder and CEO of @Rivian, spun out Mind Robotics in 2025, and this week the company closed a $500M Series A at a $2 billion valuation. It's https://t.co/yKP3bj25BH]
@stockmktnewz ↗
美国国家反恐中心主任乔·肯特于2026年3月17日辞职，以抗议正在进行的伊朗战争。
Joe Kent, Director of National Counterterrorism Center, resigned 2026-03-17, Iran war
肯特表示，伊朗并未对美国构成迫在眉睫的威胁，此次战争是在以色列及其美国游说团体的压力下发动的。他的辞职被广泛解读为对特朗普政府中东政策的直接批评。
Joe Kent: "As a veteran who deployed to combat 11 times and as a Gold Star husband who lost my beloved wife Shannon in a war manufactured by Israel, I cannot support sending the next generation off to fight and die in a war that serves no benefit to the American people"
@esaagar ↗
据报道，伊朗领导人兼情报局长阿里·拉里贾尼在一次以色列袭击中丧生。
Ali Larijani, Iranian leader and intelligence chief, killed in Israeli strike
此事件被视为中东冲突的重大升级，可能导致地区紧张局势进一步加剧。有分析认为，这可能消灭了一个潜在的谈判对象。
BREAKING: Iranian leader and intelligence chief Ali Larijani has been killed in an Israeli strike.
@kobeissiletter ↗
由于伊朗战争，霍尔木兹海峡实际关闭或交通受阻，导致石油和天然气供应中断，船只保险费用飙升。
Strait of Hormuz effectively closed, oil and gas supply disrupted, surging insurance prices
海峡受阻对全球石油市场造成心理冲击和实际动荡，导致原油价格上涨，并可能进一步影响全球贸易。
Oil and gas supply out of the Persian Gulf has been disrupted as the Strait of Hormuz remains effectively closed, and as Iran targets energy infrastructure across the region. Here's what to know.
@business ↗
以色列国防军（IDF）检测到真主党正扩大准备，可能在未来几小时内向以色列发射火箭弹。
IDF detected expanded preparations by Hezbollah, launch rocket barrages towards Israel in coming hours
这表明以色列边境面临迫在眉睫的军事威胁，可能导致冲突进一步升级。IDF已部署军队并保持戒备。
⭕The IDF has detected expanded preparations by Hezbollah to launch rocket barrages towards Israel in the coming hours. The IDF is operating in order to thwart Hezbollah’s activities. The aerial defense array and IDF soldiers deployed along the border are alert and prepared,
@idf ↗
美国财政部长贝塞特和贸易代表与中国副总理何立峰在巴黎举行了为期两天富有成效的贸易和经济关系会谈。
US Treasury Secretary Bessent, USTR, Chinese Vice Premier He Lifeng, Paris, productive two days of talks
双方计划在未来几天发布声明，重申两国关系的稳定性。此次会谈被视为在当前地缘政治紧张局势下，美中两国保持对话和管理分歧的重要一步。
On behalf of @POTUS, @USTradeRep and I have held a very productive two days of talks in Paris, France with Chinese Vice Premier He Lifeng to discuss trade and economic relations between our countries. We will be issuing a statement in the next few days reaffirming the stability https://t.co/SzICQJfZZe
@secscottbessent ↗
万事达卡（Mastercard）将以高达18亿美元的价格收购稳定币基础设施初创公司BVNK，以扩展其链上和法币支付能力。
Mastercard to acquire BVNK for up to $1.8 billion, expand on-chain and fiat payment capabilities
这次收购将使万事达卡在数字资产和传统金融的融合领域占据更重要的地位，此前BVNK与Coinbase的20亿美元收购谈判在四个月前破裂。
Mastercard said it will acquire the stablecoin infrastructure startup BVNK for as much as $1.8 billion, four months after negotiations between BVNK and Coinbase Global for a roughly $2 billion deal fell apart.
@business ↗
PayPal宣布其美元支持的稳定币PayPal USD（PYUSD）现已在全球70个市场通过PayPal账户提供。
PayPal USD, available in 70 markets worldwide in the PayPal account
这一重大扩展标志着稳定币在主流支付平台上的应用进一步深化，有望推动PYUSD成为全球数字交易中的重要参与者。
LATEST: PAYPAL EXPANDS $PYUSD STABLECOIN TO 70 MARKETS
@scottmelker ↗
Ripple宣布在巴西扩大业务，将推出跨境支付、数字资产托管、$RLUSD稳定币，并申请虚拟资产服务提供商（VASP）许可证。
Ripple announces expansion in Brazil with cross-border payments, digital asset custody, $RLUSD stablecoin, and VASP license application
这一全面扩张表明Ripple正积极拓展其全球市场份额，尤其是在拉丁美洲地区，通过提供多样化的产品和服务并寻求监管许可，以应对不断变化的加密货币环境。
NEW: 🇧🇷 RIPPLE $XRP ANNOUNCES EXPANSION IN BRAZIL WITH CROSS-BORDER PAYMENTS, DIGITAL ASSET CUSTODY, $RLUSD STABLECOIN, AND VASP LICENSE APPLICATION
@scottmelker ↗
美国烘焙咖啡价格创下每磅9.46美元的历史新高（2月同比增长30.5%，自2020年1月以来飙升127%），同期碎牛肉价格上涨73%至每磅6.74美元。
Ground roast coffee $9.46/pound (+30.5% YoY, +127% since Jan 2020); Ground beef $6.74 (+73%)
这些关键食品价格的显著上涨表明通货膨胀压力巨大，直接影响消费者支出。
US coffee prices are surging at a record pace: The average price of ground roast coffee is up to a record $9.46 per pound. In February, coffee prices jumped +30.5% YoY, and have surged +127% since January 2020. Over the same period, ground beef prices have risen +73% to $6.74 https://t.co/1XrzUB0BdD
@kobeissiletter ↗
美联储将利率维持在3.50-3.75%不变，表示在再次降息之前需要看到通胀进一步下行。
Fed holds interest rates steady at 3.50-3.75%
这一决定表明美联储继续采取强硬立场，将控制通胀置于优先地位，暗示短期内不会降息。
Tomorrow's News Today... BREAKING: NO CHANGE. THE FED HOLDS INTEREST RATES STEADY AT 3.50-3.75%. NEEDS TO SEE FURTHER DOWNWARD PROGRESS ON INFLATION BEFORE CUTTING AGAIN.
@charliebilello ↗
受伊朗战争扰乱全球石油供应影响，柴油价格飙升至每加仑5美元，创下2022年以来的最高水平。
Diesel prices surge to $5/gallon, highest since 2022
伊朗战争对能源成本产生了直接且显著的影响，可能导致通胀进一步加剧和经济承压。有分析师警告称，若油价持续高企，经济衰退恐难以避免。
Diesel prices surge to $5 per gallon, highest since 2022, as Iran war disrupts global oil supplies https://t.co/knG2bg0miD
@cnbc ↗
受伊朗战争影响，投资者转向现金的速度达到新冠疫情以来最快，投资组合中平均现金持有量升至资产管理规模的4.3%。45%的投资者预计未来12个月全球CPI将更高，而一个月前仅为9%。
Cash holdings 4.3% of AUM (fastest rate since COVID-19); 45% expect higher global CPI (vs 9% a month ago)
伊朗战争正在加剧投资者的谨慎和担忧情绪，导致现金持有量增加，并促使更多人预期未来通胀将上升。
BREAKING: Investors have rotated into cash at the fastest rate since the COVID-19 pandemic amid the Iran war, with average cash holdings in portfolios rising to 4.3% of assets under management.
@kobeissiletter ↗
OpenAI与AWS达成协议，将向美国政府工作人员提供其AI服务，包括机密和非机密工作。
OpenAI signs AWS deal to sell AI to US government staff for classified and unclassified work
这是OpenAI进军美国政府领域的重要战略举措，将利用AWS的云基础设施扩大其AI技术应用。
OpenAI signs AWS deal to sell AI to US government staff, per the Information
@unusual_whales ↗
Tether AI团队发布了QVAC Fabric新版本，其中包含“全球首个跨平台BitNet LoRA框架”，可在消费级GPU和智能手机上实现十亿参数AI模型的训练和推理，并专注于本地私有AI模型。
Tether AI QVAC Fabric, World’s First Cross-Platform BitNet LoRA Framework, billion-parameter AI training/inference on consumer GPUs/smartphones
这一突破旨在普及强大AI模型的训练和推理能力，将其带到本地硬件上，并可能增强隐私保护。有观点认为，稳定币发行商在AI竞争中被低估，因其巨大的资产负债表和在金融用例中的应用潜力。
Exactly. Our team is also gonna to show soon some real-world use cases. You could, for example, fine-tune a model on your mac mini, to learn your behavior from your emails, docs etc, all private, all local.
@paoloardoino ↗
英伟达（Nvidia）CEO黄仁勋表示，公司在Blackwell和Rubin等产品推动下，具有“超过1万亿美元”的强劲销售可见性，并预计这一目标将持续增长。
Nvidia CEO Jensen Huang, '$1 trillion plus' sales visibility, Blackwell and Rubin products
这预示着英伟达在AI芯片领域的长期前景极其乐观，尽管有分析师指出目前市场存在投机狂热和板块轮动。
Nvidia CEO Huang: I have strong visibility of $1 trillion plus. $NVDA
@financialjuice ↗
高通（QCOM）将其季度每股股息提高至0.92美元（此前为0.89美元），并宣布了一项新的200亿美元股票回购计划。
Qualcomm (QCOM) quarterly dividend to $0.92 (from $0.89); new $20 Billion share buyback plan
这些举措表明高通财务状况强劲，并致力于通过股息和回购向股东回报价值。
JUST IN: Qualcomm $QCOM increased its quarterly per share dividend up to $0.92 from $0.89 per share Qualcomm also just announced a new $20 Billion share buyback plan https://t.co/9v907ymnRN
@stockmktnewz ↗
Nebius（NBIS）宣布计划发行37.5亿美元可转换优先票据。此前，Meta Platforms（META）已与Nebius达成协议，将在未来五年内支付高达270亿美元以获取其AI服务。
Nebius (NBIS) $3.75 billion convertible senior notes offering; Meta Platforms (META) $27 billion over five years for AI access
Nebius在获得Meta巨额AI合同的推动下，正在筹集大量资金，这表明其在AI云提供商领域的增长前景强劲。
Nebius $NBIS announced today plans to offer $3.75 billion in convertible senior notes [QT @StockMKTNewz: Meta Platforms $META will pay as much as $27 billion over the next five years for access to AI from cloud provider Nebius $NBIS - Bloomberg https://t.co/NW7SOIJkfy]
@stockmktnewz ↗
特朗普政府的国家反恐中心主任乔·肯特于今日辞职，他公开表示无法支持正在进行的伊朗战争，认为伊朗并未对美国构成迫在眉睫的威胁，且这场战争是在以色列及其美国游说团体的压力下发动的。
Joe Kent resigned as Director of the National Counterterrorism Center, effective today, citing opposition to Iran war
肯特的辞职及其强硬声明，是在战时对特朗普政府外交和军事政策的重大公开挑战，引发了关于美国卷入伊朗冲突原因的激烈辩论。
Joe Kent: "As a veteran who deployed to combat 11 times and as a Gold Star husband who lost my beloved wife Shannon in a war manufactured by Israel, I cannot support sending the next generation off to fight and die in a war that serves no benefit to the American people" [QT @joekent16jan19: After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this https://t.co/prtu86DpEr]
@esaagar ↗
特朗普总统表示，大多数北约盟友已告知美国他们“不希望卷入”伊朗战争，并宣布美国在冲突中或护航通过霍尔木兹海峡时，不再需要北约、日本、澳大利亚或韩国的援助。
President Trump: 'most NATO allies' don't want to get involved in Iran war; US 'no longer needs' NATO, Japan, Australia, South Korea assistance
特朗普的言论表明了美国与盟友在伊朗冲突问题上的潜在分歧，并预示美国可能采取单边行动，引发了对现有联盟价值的质疑。
Trump: In fact, speaking as President of the United States of America, by far the Most Powerful Country Anywhere in the World, WE DO NOT NEED THE HELP OF ANYONE! https://t.co/VBRiuAFrtS
@unusual_whales ↗
霍尔木兹海峡目前仍处于有效关闭或严重受阻状态，对石油和天然气供应造成影响。Marine Traffic数据显示，过去3天内仅有15艘船只（8艘干散货船、5艘油轮、2艘液化石油气运输船）通过该海峡。
Strait of Hormuz effectively closed/disrupted; 15 vessels traversed in past 3 days (Marine Traffic Data)
这一关键全球贸易航线的持续中断，正在全球石油市场引发动荡，并引发关于其能否重新开放以及是否需要军事护航的讨论。特朗普认为船只很快就能通过。
Is the Strait of Hormuz closed? The lack of heavy traffic -- and US Navy ships -- implies it is. Whether it can be reopened is a matter of much discussion at the moment, but even the threat of a minefield can keep oil markets in turmoil. https://t.co/6nSx7l3w72
@business ↗
美国新闻秘书称在伊朗的“史诗级怒火行动”是一场“高度成功的军事行动”，并反驳负面媒体报道。特朗普总统宣称伊朗海军、空军和防空雷达已“不复存在”，战争“在两三天内基本结束”，并表示“昨天击毙了真正的最高人物”。自行动开始以来，已有超过6万名美国公民撤离中东地区。
US 'Operation Epic Fury' in Iran 'highly successful'; Trump: Iran's Navy/Air Force/radar 'gone', war 'largely over in two or three days', 'top person killed yesterday'; 60,000 American citizens left Middle East
美国政府和总统都宣称在伊朗取得了快速而显著的军事胜利，但这种说法与一些媒体报道相悖。同时，大规模的公民撤离凸显了冲突的严峻性。
Must Read @WSJ op-ed on the overwhelmingly negative coverage on Operation Epic Fury in Iran, which continues to be a highly successful military campaign against a terrorist regime. We are combatting the Fake News daily at the White House, and it’s safe to say the American [QT @WSJopinion: Much of the news media seems determined to advance a narrative that Trump is wrong about everything and that the U.S. is getting its clock cleaned by a powerful Iranian war machine, write @Mark_Penn and Andrew Stein https://t.co/ClxjFUt0q1]
@presssec ↗
以色列国防军（IDF）报告称，继续对黎巴嫩（贝鲁特和贝卡谷地）境内的真主党基础设施目标进行打击，并侦测到真主党正扩大准备，计划在未来几小时内向以色列发射火箭弹。
IDF strikes Hezbollah infrastructure in Lebanon (Beirut, Beqaa); Hezbollah preparing rocket barrages
这表明以色列与真主党之间的冲突仍在活跃并升级，可能预示着即将发生进一步的火箭弹袭击。
⭕The IDF has detected expanded preparations by Hezbollah to launch rocket barrages towards Israel in the coming hours. The IDF is operating in order to thwart Hezbollah’s activities. The aerial defense array and IDF soldiers deployed along the border are alert and prepared,
@idf ↗
PayPal USD（$PYUSD）稳定币现已通过PayPal账户在全球70个市场上线。万事达卡（Mastercard）计划以高达18亿美元收购BVNK以扩展其链上和法币支付能力。Ripple（$XRP）宣布在巴西扩张，将提供跨境支付、数字资产托管和$RLUSD稳定币，并正申请VASP许可证。
PayPal USD ($PYUSD) available in 70 markets; Mastercard to acquire BVNK (up to $1.8B); Ripple ($XRP) expands in Brazil (cross-border payments, digital asset custody, $RLUSD stablecoin, VASP license application)
这些举措标志着传统金融巨头（PayPal、万事达卡）和加密公司（Ripple）在全球范围内将数字资产、稳定币和区块链技术融入主流金融服务的重要进展。
JUST IN: MASTERCARD TO ACQUIRE BVNK FOR UP TO $1.8B TO EXPAND ON-CHAIN AND FIAT PAYMENT CAPABILITIES
@scottmelker ↗
美国财政部今日回购了150亿美元自身债务，创下历史新高。此外，美国将于3月19日出售900亿美元的4周期国库券，而最近一次52周国库券拍卖的收益率为3.485%，出售了500亿美元。
US Treasury $15B debt buyback (highest ever), $90B 4-week bills, 52-week bill 3.485% yield, $50B sold
此次大规模回购可能旨在管理市场流动性和债务结构。投资者对固定收益市场的反应和即将到来的拍卖将是关注焦点。
U.S. TREASURY TO REPURCHASE $15B OF ITS OWN DEBT TODAY, HIGHEST BUYBACK EVER
@scottmelker ↗
受伊朗战争影响，霍尔木兹海峡商业航运仍处于关闭或几乎停滞状态，导致波斯湾油气供应中断，美国柴油价格涨至每加仑5美元以上，为三年多来首次。投资者普遍预期未来12个月全球CPI将上升，航空公司也因预期燃油成本上涨而出现机票抢购潮。
Strait of Hormuz, US diesel prices $5/gallon, global CPI
霍尔木兹海峡的持续中断已引发严重的全球能源危机和通胀担忧。美国白宫顾问Hassett认为伊朗战争并未损害美国经济，但市场数据显示了显著影响。特朗普总统预测战后油价将“暴跌”，暗示战事将很快结束。
U.S. diesel prices on Tuesday topped $5 per gallon for the first time in more than three years, as the escalating war in the Middle East has triggered the biggest oil supply disruption in history.
@cnbc ↗
美国银行数据显示，预计未来12个月全球CPI将上升的投资者比例从一个月前的9%大幅跃升至45%。
45% investors expect higher global CPI (up from 9%)
这一显著增长表明市场对全球通胀前景的担忧加剧，可能影响资产配置和货币政策预期。
45% of investors expect higher global CPI in the next 12 months, up from 9% a month ago, per Bank of America
@unusual_whales ↗
美联储预计将利率维持在3.50-3.75%不变，并表示需要看到通胀持续下行才能再次降息。加拿大央行也可能保持利率不变，权衡油价上涨带来的通胀风险与疲软的经济数据。
Fed rates 3.50-3.75% (steady), Bank of Canada (steady)
两大主要经济体的央行均倾向于按兵不动，表明在通胀压力和经济增长放缓之间，政策制定者采取谨慎观望态度。
Tomorrow's News Today... BREAKING: NO CHANGE. THE FED HOLDS INTEREST RATES STEADY AT 3.50-3.75%. NEEDS TO SEE FURTHER DOWNWARD PROGRESS ON INFLATION BEFORE CUTTING AGAIN.
@charliebilello ↗
在伊朗战争期间，投资者以疫情以来最快的速度转向现金，投资组合中现金持有量平均上升至资产管理规模的4.3%。标普500指数的1个月看跌看涨偏度升至约12点，为2021年12月以来最陡峭，表明对下跌保护的需求激增。市场恐慌与贪婪指数为23/100，处于“极度恐慌”区域。
Cash holdings 4.3% AUM, S&P 500 1-month put-call skew ~12 points, Fear & Greed Index 23/100
市场数据表明，投资者在伊朗战争和能源危机等不确定性因素下，风险规避情绪高涨，寻求资产保护和流动性。
BREAKING: Investors have rotated into cash at the fastest rate since the COVID-19 pandemic amid the Iran war, with average cash holdings in portfolios rising to 4.3% of assets under management.
@kobeissiletter ↗
英伟达（Nvidia）CEO Jensen Huang预测，其AI处理器到2027年的销售额将超过1万亿美元，并强调此预测仅涵盖Blackwell和Rubin产品，不包括未来新产品，预计总营收将超越这一数字。
Nvidia AI processors $1T+ sales by 2027
这一乐观预测凸显了英伟达在AI芯片市场的主导地位和强劲增长潜力。然而，尽管有此高预期，英伟达股价近期表现并未完全呼应，引发市场对其估值的讨论。
Nvidia CEO Jensen Huang said the $1 trillion projection for the company’s AI chip sales doesn’t capture all of its product offerings and signaled that overall revenue will surpass that level as the company pushes into new markets
@business ↗
一份Anthropic报告显示，以色列在人均Claude AI使用量上排名高于其他国家。与此同时，美国国防部正积极开发替代Anthropic AI工具的方案，此前特朗普政府将Anthropic列为供应链风险企业。Anthropic针对此认定提出的初步禁令听证会定于3月24日举行。
Israel highest per-capita Claude usage, Anthropic supply-chain risk, preliminary injunction hearing 3/24
尽管Anthropic在某些地区获得高使用率，但其在美国面临的供应链风险指定可能会对其未来的政府合同和市场地位产生重大影响。听证会的结果将对Anthropic的运营产生关键影响。
I have to say, I think folks are underpricing the risk that Anthropic's request for a preliminary injunction (aka: "asking the courts to stop the Trump Admin from doing the supply chain thing") will be denied. I suspect Anthropic wins on the merits here in the long run, but
@deanwball ↗
Tether AI团队发布了QVAC Fabric新版本，其中包含“全球首个跨平台BitNet LoRA框架”，支持在消费级GPU和智能手机上进行十亿参数AI模型训练和推理。Tether计划很快展示实际应用场景，并被认为是AI战争中的重要资助者。
Tether QVAC Fabric, Cross-Platform BitNet LoRA Framework, billion-parameter AI training on consumer hardware
此项技术突破预示着AI模型训练的门槛降低，可能推动去中心化AI发展，并使Tether在AI领域扮演更重要角色。
Coming soon in a real-world application with QVAC Workbench 🤖🤖
@paoloardoino ↗
英伟达（Nvidia）CEO Jensen Huang预测其AI芯片销售额将突破1万亿美元，但有分析认为其股价仍陷于“2026年的低迷”。尽管如此，Uber股价因与英伟达达成机器人出租车协议而上涨，另有分析师认为英伟达是“最被低估的AI股”。
Nvidia CEO $1T+ AI chip sales forecast, Nvidia stock 'funk', Uber stock up on Nvidia robotaxi deal
市场对英伟达未来业绩的信心与股价表现之间存在差异，可能反映了投资者对AI芯片市场竞争、估值泡沫以及未来增长可持续性的复杂考量。与Uber的合作突显了其技术在其他行业应用中的价值。
Even a $1 trillion forecast can't break Nvidia out of a 2026 funk. A theory on what's wrong with stock https://t.co/5yUxUvLmHS
@cnbc ↗
亚马逊（Amazon）在数百个美国城市推出了1小时送达服务。
Amazon 1-hour delivery in hundreds of U.S. cities
此举强化了亚马逊在电商领域的物流优势，可能进一步提升客户满意度和市场份额，对竞争对手构成压力。
Amazon, $AMZN, launches 1-hour delivery in hundreds of U.S. cities, per CNBC
@unusual_whales ↗
美国国家反恐中心（NCTC）主任Joe Kent辞职，以示对伊朗战争的反对，他声明伊朗并未对美国构成迫在眉睫的威胁，并明确指出是受以色列压力才发动这场战争。
Joe Kent resigns as Director of National Counterterrorism Center, Iran war, Israel pressure
这一高层官员的辞职及其明确的反对理由，揭示了美国政府内部对伊朗战争合法性的深刻分歧，并引发了关于外部影响力在决策中作用的讨论。
Trump’s Director of the National Counterterrorism Center resigns, writing: “I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American
@jimsciutto ↗
特朗普总统表示，美国不再“需要”或“渴望”北约、日本、澳大利亚或韩国的援助，声称“我们从来都不需要”。他还透露，大多数北约盟友已告知美国不愿卷入伊朗战争，并批评英国首相斯塔默不支持伊朗战争是“大错特错”。
Trump on NATO, Japan, Australia, South Korea; Iran war, UK PM Starmer
特朗普的言论标志着美国与其传统盟友关系可能进一步紧张，尤其是在伊朗战争背景下，或将重塑国际联盟的动态和全球安全格局。他反复强调美国能独立行动，也暗示了其“美国优先”政策的延续。
BREAKING: President Trump says the US has been information by "most of our NATO allies" that they "don't want to get involved" in the war with Iran. https://t.co/fHddujytWk
@unusual_whales ↗
霍尔木兹海峡因伊朗战争而“实际上关闭”，法国总统马克龙表示，法国在当前冲突背景下不会参与护航行动，只有在敌对行动结束后且获得伊朗协调的情况下才可能考虑。
Strait of Hormuz closed, France rejects escort mission, Macron
国际社会对霍尔木兹海峡危机的应对存在分歧。法国的立场凸显了其在参与中东军事行动上的谨慎态度，这与特朗普总统呼吁盟友介入的愿望形成鲜明对比。
France’s President Macron: France won't join ops to free Hormuz in the current context, the operation would have to be separate from the ongoing fighting situation.
@financialjuice ↗
万事达卡（Mastercard）以18亿美元收购了稳定币初创公司BVNK，此举旨在押注未来支付领域。
Mastercard acquires BVNK for $1.8B
这笔重磅收购标志着传统金融巨头深入加密货币领域，显示出对稳定币和区块链技术在支付未来中潜力的强烈信心，可能加速加密支付的普及和创新。
Mastercard says it's acquiring stablecoin startup BVNK in $1.8 billion bet on future of payments https://t.co/nQfmym4KWh
@cnbc ↗
霍尔木兹海峡成为全球市场关注的焦点，彭博终端上提及“霍尔木兹”的故事数量本月激增至62,010篇，较2月底增长4,084%。商业航运几乎停滞，亚洲炼油商正从中东以外地区抢购原油。西班牙正考虑购买更多阿尔及利亚天然气。
Strait of Hormuz, Bloomberg terminal 62,010 stories, +4,084% increase, commercial shipping halted, Asia oil refiners, Spain, Algerian gas
伊朗冲突已导致霍尔木兹海峡航运中断，对全球能源供应造成严重影响，推高了油价，并促使各国寻求替代能源来源和保障能源安全。伊朗议会议长甚至表示，海峡状况将无法恢复到战前水平。
The Strait of Hormuz is now dominating global market coverage: The number of stories mentioning "Hormuz" on the Bloomberg terminal is up to a record 62,010 this month. This marks a +4,084% increase since the end of February.
@kobeissiletter ↗
在伊朗战争期间，投资者以疫情以来最快的速度转向现金，投资组合中平均现金持有量升至资产管理规模的4.3%。
cash holdings 4.3% of AUM, fastest rate since COVID-19, Iran war
这一趋势表明地缘政治冲突正促使投资者规避风险，寻求流动性和避险资产，反映了市场对当前宏观环境的不确定性担忧。
BREAKING: Investors have rotated into cash at the fastest rate since the COVID-19 pandemic amid the Iran war, with average cash holdings in portfolios rising to 4.3% of assets under management.
@kobeissiletter ↗
OpenAI发布了GPT-5.4 Mini和Nano模型。Gamma也推出了Gamma Imagine，这是一款强大的AI原生视觉创作工具，能够根据单个提示创建海报、标志、信息图表等视觉内容。
OpenAI, GPT-5.4 Mini, Nano, Gamma, Gamma Imagine, AI-native visual creation tool
这些发布表明AI模型和应用市场正在快速发展，新一代更小型、更高效的语言模型和专业的视觉创作工具正在不断涌现，使得AI技术在更广泛的场景中得到应用。
OpenAI releases GPT-5.4 Mini and Nano - Post on X.
@financialjuice ↗
Nvidia、AT&T和Cisco正在合作，共同为物联网（IoT）构建一个AI网格。
Nvidia, AT&T, Cisco, AI grid, IoT
这一合作标志着AI技术正深入渗透到物联网基础设施中，旨在通过结合各方专长，为物联网设备提供更强大的AI计算和连接能力，推动智能物联网解决方案的发展。
Nvidia: AT&T partnering with Cisco and Nvidia to build an AI grid for IOT. $T $NVDA $CSCO
@financialjuice ↗
美国国防部正在积极开发Anthropic AI工具的替代品，此前特朗普政府决定将Anthropic列为供应链风险企业。Anthropic已请求法院发布初步禁令，以阻止特朗普政府的供应链风险认定。
Pentagon, Anthropic AI, Trump administration, supply-chain risk, preliminary injunction hearing
这一事件表明美国政府内部在AI技术供应商选择上面临地缘政治和供应链安全的考量，特朗普政府的政策对关键AI公司产生了直接影响，Anthropic正通过法律途径进行反击。
The Pentagon is actively developing alternatives to Anthropic's AI tools, according to a senior US defense official, following a Trump administration decision to declare the company a supply-chain risk
@business ↗
Nvidia ($NVDA)计划将50%的自由现金流用于投资者回报。首席执行官Jensen Huang表示，该公司AI芯片销售额1万亿美元的预测并未涵盖其所有产品，并预示总收入将随着公司进入新市场而超过这一水平。
Nvidia $NVDA, 50% free cash flow for investor returns, $1 trillion AI chip sales forecast, revenue surpass
Nvidia的投资者回报计划和CEO对未来收入的乐观预测，表明公司对其现金流产生能力和AI市场增长充满信心，这可能对股价和投资者情绪产生积极影响。
BREAKING: Nvidia, $NVDA, says it is planning to use 50% of free cash for investor returns
@unusual_whales ↗
亚马逊($AMZN)在美国数百个城市推出1小时送达服务。CEO Andy Jassy表示，AI将使AWS销售额到2036年翻倍，达到6000亿美元。
Amazon $AMZN, 1-hour delivery, hundreds of US cities, AWS sales $600B by 2036
亚马逊在物流配送方面的持续扩张旨在增强其市场竞争力，而其CEO对AWS AI销售额的长期乐观预测则突显了公司对AI在云服务领域增长潜力的信心，对投资者释放了积极信号。
Amazon, $AMZN, launches 1-hour delivery in hundreds of U.S. cities, per CNBC
@unusual_whales ↗
做空机构Muddy Waters宣布做空SoFi ($SOFI)，声称其是“金融工程的跑步机”，而非健康的放贷业务，并指其股价因此走低。
Muddy Waters short $SOFI, "financial engineering treadmill"
做空报告通常会对公司股价造成短期冲击，Muddy Waters的指控对SoFi的业务模式和估值提出了严峻挑战，可能导致市场对该股票的重新评估。
Muddy waters coming out with some big claims against $SOFI The stock is moving lower initially in response https://t.co/dPs101NmI6 [QT @muddywatersre: MW is short $SOFI. We believe SOFI is a financial engineering treadmill—not a healthy origination business. GE Capital-style marks, Enron-esque off-balance-sheet structures, and relentless dilution. https://t.co/Jzm98lXWlf]
@stockmktnewz ↗
美国国家反恐中心主任Joe Kent因反对特朗普政府的伊朗战争而辞职，他认为伊朗未构成“迫在眉睫的威胁”。白宫官员称Kent为“已知泄密者”，并表示他已被排除在总统情报简报之外数月。
Joe Kent, National Counterterrorism Center Director, Iran war
这一辞职凸显了特朗普政府内部对伊朗战争合法性的深刻分歧。批评者认为战争没有充分的理由，而政府则通过指责Kent泄密来削弱其批评的有效性，并声称他未参与相关规划。
“I cannot in good conscience support the ongoing war." National Counterterrorism Center Director Joe Kent on Tuesday announced he will resign in response to the Trump administration’s war against Iran, accusing President Donald Trump of being deceived by Israel into supporting
@cnbc ↗
特朗普总统声称美国不再需要北约、日本、澳大利亚或韩国在伊朗战争中的援助，并称北约不介入是“愚蠢的错误”。他还表示，伊朗海军、空军和防空雷达“已不复存在”，战争“进展顺利”，且“很快”就会结束，但同时表示需要10年才能修复损害。
Trump, NATO, Japan, Australia, South Korea, Iran war, "foolish mistake", "gone", "short-term excursion"
特朗普的言论旨在宣示美国在伊朗战争中的单边军事成功和独立能力，同时表达对盟友支持不足的不满。他的表态被视为进一步削弱了美国与传统盟友之间的防务联盟，并引发了对战争实际持续时间和后果的矛盾解读。
🇺🇸 President Trump just posted this: "we no longer “need,” or desire, the NATO Countries’ assistance — WE NEVER DID! Likewise, Japan, Australia, or South Korea. In fact, speaking as President of the United States of America, by far the Most Powerful Country Anywhere in the
@stockmktnewz ↗
美国中央司令部报告称，美国海军航空兵在“史诗狂怒行动”中执行了数百次战斗飞行，展示了其空中优势。以色列国防军（IDF）继续在黎巴嫩打击真主党基础设施，包括在贝鲁特和贝卡地区袭击了多个指挥中心、火箭发射阵地和武器储存设施。
Operation Epic Fury, US Navy aviators, IDF, Hezbollah, Lebanon, Beirut, Beqaa
这些军事行动表明美国和以色列在中东地区的军事介入正在持续，并重点打击伊朗及其代理人的军事能力。以色列国防军明确表示其任务是瓦解伊朗恐怖政权的核心。
With each elimination, the IDF is continuing in our mission to dismantle the core of the Iranian terror regime.
@idf ↗
Aster Chain已推出其专注于隐私的L1主网，允许用户进行隐私交易。
Aster Chain, privacy-focused L1 mainnet
Aster Chain的推出增加了加密货币生态系统中的隐私导向型区块链选择，可能吸引重视交易隐私的用户和项目。
This is a big one. Trade with privacy. Aster Chain. [QT @Aster_DEX: As the lotus lives in water, where no trace will remain. Leave nothing behind. Trade on Aster Chain. https://t.co/GWe4iA7Uhx]
@cz_binance ↗
Phantom获得了CFTC（美国商品期货交易委员会）的“无行动”豁免，允许其向受监管的衍生品市场提供非托管访问服务。
Phantom, CFTC no-action relief, non-custodial access, regulated derivatives markets
这一监管进展对Phantom及其用户而言是重要的一步，表明监管机构在某些条件下对去中心化、非托管的金融服务持开放态度，可能为加密衍生品市场的合规发展铺平道路。
NEW: PHANTOM WINS CFTC NO-ACTION RELIEF TO OFFER NON-CUSTODIAL ACCESS TO REGULATED DERIVATIVES MARKETS
@scottmelker ↗
由于伊朗战争，霍尔木兹海峡的商业航运受限，导致全球油价升至三年多高位，并且彭博终端上“霍尔木兹”的提及量创纪录地达到62,010次，较2月底增长4,084%。
Hormuz mentions +4,084%, oil prices 3-year high
市场对中东冲突影响全球能源供应的担忧显著加剧，分析师警告油价上涨可能将美国经济推入衰退，并加剧K型复苏。部分国家已采取应对措施，如德国对加油站价格进行限价，西班牙考虑增加天然气进口并释放石油储备。
The Strait of Hormuz is now dominating global market coverage: The number of stories mentioning "Hormuz" on the Bloomberg terminal is up to a record 62,010 this month. This marks a +4,084% increase since the end of February.
@kobeissiletter ↗
由于伊朗战争带来的不确定性，投资者正以疫情以来最快的速度将资金转向现金，3月份平均现金持有量从3.4%增至资产管理规模的4.3%。
Cash holdings 4.3% AUM, fastest rate since COVID-19
这一趋势反映出投资者在全球宏观经济环境不明朗时，对收益、流动性和选择权的寻求，预示市场普遍存在的避险情绪。
BREAKING: Investors have rotated into cash at the fastest rate since the COVID-19 pandemic amid the Iran war, with average cash holdings in portfolios rising to 4.3% of assets under management.
@kobeissiletter ↗
美国2月份待售房屋销售指数仅为72.1，环比上涨1.8%，但创下该系列有记录以来最弱的2月表现，比正常水平低28%，比2009年2月（上次金融危机低谷）低13%。
US pending home sales 72.1 in Feb, weakest ever
尽管2月份销售量略有回升，但整体数据仍显示美国房地产市场面临严峻挑战，远低于历史平均水平，表明市场复苏基础薄弱。
U.S. pending home sales just hit the lowest levels ever for the month of February. NAR reported a contract signing index of 72.1. This was 28% below normal February levels, down from last year. And 13% lower than February 2009, the depths of the last financial crash.
@onechancefreedm ↗
美联储定于本周三公布最新利率决议。
Fed interest rate decision Wednesday
市场普遍关注此次会议，以期从中获取未来货币政策走向的信号，对全球金融市场具有重要影响。
The Fed issues its latest interest rate decision Wednesday. Here's what to expect
@cnbc ↗
OpenAI已发布了其最新的GPT-5.4 Mini和Nano模型。
OpenAI GPT-5.4 Mini and Nano
这些新模型的发布通常意味着AI能力的进步和更广泛的应用潜力，尤其是在小型化和效率方面，可能推动AI技术在更多场景的集成。
OpenAI releases GPT-5.4 Mini and Nano - Post on X.
@financialjuice ↗
在特朗普政府将Anthropic AI列为供应链风险后，美国国防部正在积极开发替代该公司的AI工具。
Pentagon developing alternatives to Anthropic's AI, supply-chain risk
这一举动凸显了国家安全考量对关键AI技术供应商选择的重大影响，可能促使国防部门加速AI能力的多样化布局，并对Anthropic的政府业务前景造成冲击。
The Pentagon is actively developing alternatives to Anthropic's AI tools, according to a senior US defense official, following a Trump administration decision to declare the company a supply-chain risk
@business ↗
英伟达、AT&T和思科正在合作，共同为物联网（IoT）构建一个AI网格。
Nvidia, AT&T, Cisco partnering on AI grid for IOT
这一合作预示着AI技术在物联网领域的深度融合，旨在提升边缘计算和数据处理能力，将对未来智能设备和基础设施的发展产生重要影响。
Nvidia: AT&T partnering with Cisco and Nvidia to build an AI grid for IOT. $T $NVDA $CSCO
@financialjuice ↗
英伟达计划将50%的自由现金流用于股东回报，包括股息和股票回购；CEO黄仁勋表示，公司AI芯片总营收有望突破1万亿美元，且目前的1万亿美元预测仅包含Blackwell和Rubin，不包括未来新产品，这一目标将持续增长。
Nvidia 50% FCF for investor returns, CEO Huang $1T+ AI chip sales forecast
英伟达对未来业绩持极其乐观态度，并积极通过股东回报增强投资者信心，但市场仍需关注其在新产品发布和市场扩张方面的实际执行力。
BREAKING: Nvidia, $NVDA, says it is planning to use 50% of free cash for investor returns
@unusual_whales ↗
亚马逊CEO安迪·贾西在内部会议上表示，人工智能有望使AWS的销售额在2036年翻倍，达到6000亿美元。
Amazon AWS sales to double to $600B by 2036 due to AI
这一预测凸显了亚马逊对AI技术驱动云计算业务增长的巨大信心，预示着未来十几年AI将在企业级服务市场扮演核心角色，并为AWS带来显著的收入增长。
Amazon $AMZN CEO Andy Jassy reportedly just said at a internal meeting - AI TO DOUBLE AWS SALES TO $600 BILLION BY 2036 https://t.co/GVH1QQv7te
@stockmktnewz ↗
由摩根大通牵头的银行团暂停了软件公司Qualtrics International的53亿美元债务交易，原因是投资者对AI颠覆的担忧日益加剧。
Qualtrics International $5.3B debt deal halted due to AI disruption anxiety
这一事件表明，AI技术发展带来的不确定性已开始影响资本市场对非AI核心科技公司的估值和融资能力，投资者对传统软件业务面临AI冲击的风险持谨慎态度。
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding AI disruption
@business ↗
以色列宣布击毙了伊朗安全主管阿里·拉里贾尼（Ali Larijani），导致地区冲突进一步升级。
Israel killed Iran’s security chief Ali Larijani
这一行动标志着中东地区的战争进入了新的对抗阶段，可能引发伊朗的强烈报复，对地区稳定构成严峻挑战。
Israel said it killed Iran’s security chief, Ali Larijani, escalating a regional war that shows no signs of ending: Here’s your Evening Briefing https://t.co/I9zQx06ZfU
@business ↗
霍尔木兹海峡目前仍处于关闭状态，商业航运基本停滞。美国总统特朗普预计海峡将很快重新开放，而伊朗议会议长卡利巴夫则表示其状况不会回到战前水平。
Strait of Hormuz remains shut, Trump vs. Iran's Qalibaf on reopening
霍尔木兹海峡的持续关闭已导致全球能源危机加剧，尽管特朗普急于重启，但伊朗的立场表明冲突和海峡安全问题解决的复杂性远超预期，对全球贸易和外交政策构成长期挑战。
The Strait of Hormuz remains effectively shut with no real conclusion to the Iran war in sight. What does this mean for trade and foreign policy? 🎧 Tune in on March 18 at 8am ET https://t.co/LuNjKiygbb https://t.co/m2bqvW93MP
@business ↗
美国总统特朗普猛烈抨击北约、欧洲及亚洲盟友（包括日本、澳大利亚、韩国和英国）未能支持其在伊朗的战争行动，质疑这些防务联盟的必要性，并声称美国“从未需要他们的帮助”。
Trump criticizes NATO and allies for not joining Iran war effort
盟友们对此立场不一，法国总统马克龙表示只有在轰炸停止后才会协助保障霍尔木兹海峡安全，欧洲领导人普遍拒绝特朗普的援助呼吁，而爱尔兰总理为英国首相辩护，凸显了西方联盟内部在应对地区冲突上的深刻裂痕。
President Trump on help from NATO allies in Iran: "I think NATO's making a very foolish mistake...we don't need them but they should have been there."
@unusual_whales ↗
美国总统特朗普宣布，原定与中国国家主席习近平的峰会已被推迟，现已重新安排在未来五到六周内举行，并表示期待建立良好的工作关系。
Trump US-China summit postponed, reset for 5-6 weeks
此次峰会的延期和重新安排给两国正在进行的贸易谈判带来了不确定性，但双方高层仍表达了维持对话和改善关系的意愿，表明在紧张局势中寻求稳定的努力。
🔴 Trump: We are resetting the meeting with China. It will take place in 5 weeks.
@financialjuice ↗
众议院监督委员会已传唤前司法部长帕姆·邦迪（Pam Bondi）于4月14日就司法部处理已故金融家杰弗里·爱泼斯坦（Jeffrey Epstein）案件文件的情况作证，理由是其“管理不善”。
House Oversight Committee subpoenas Pam Bondi on Epstein Files for April 14
这一传唤行动标志着国会正深入调查政府在处理爱泼斯坦案件中的潜在不当行为，可能揭示更多与该案相关的政治和法律细节。
The House Oversight Committee ordered US Attorney General Pam Bondi to appear for a deposition on the Justice Department’s handling of the investigation and release of files related to sex trafficking by disgraced financier Jeffrey Epstein
@business ↗
万事达卡（Mastercard）将以18亿美元收购稳定币初创公司BVNK。
Mastercard to acquire stablecoin startup BVNK for $1.8B
此次收购表明万事达卡正在积极布局加密货币领域，特别是在稳定币应用方面，旨在为即将到来的加密时代做好准备，并可能加速稳定币在主流支付系统中的集成。
Mastercard to Buy Stablecoin Startup BVNK for $1.8 Billion. It’s Prepping for the Crypto Era. https://t.co/rwi1dfkLnN
@barronsonline ↗
亚利桑那州对预测市场平台Kalshi提起刑事指控，指控其在该州非法经营赌博业务。
Arizona filed criminal charges against Kalshi for illegal gambling
这一法律行动凸显了监管机构对加密及预测市场平台合法性的严格审查，可能对Kalshi的运营及其在其他州的业务模式产生影响，并为其他同类平台敲响警钟。
Arizona said it filed criminal charges against Kalshi for operating an illegal gambling business in the state.
@business ↗
受伊朗战争影响，霍尔木兹海峡局势持续紧张，全球原油价格飙升至三年多高点，布伦特原油期货结算价为103.42美元/桶，上涨3.21美元（3.2%），同时美国上市能源公司加速融资，3月份股票销售额已达35.1亿美元，较2月增长826%。
Strait of Hormuz; global oil prices end at more than 3-year high; Brent crude futures $103.42/bbl, up 3.2%; US-listed energy firms stock sales up to $3.51 billion in March, +826% from February
霍尔木兹海峡的冲突局势已显著推高全球油价，达到多年未见的水平，并导致美国能源企业在3月份加速资本运作，反映出市场对供应中断的担忧以及对能源行业未来表现的信心。
The Strait of Hormuz is now dominating global market coverage: The number of stories mentioning "Hormuz" on the Bloomberg terminal is up to a record 62,010 this month. This marks a +4,084% increase since the end of February. This also exceeds stories mentioning "ChatGPT" by https://t.co/8CzYwCOc3O
@kobeissiletter ↗
美国未来12个月经济衰退的概率在2月份跃升至48.6%，为2020年疫情以来最高，过去六个月上升了15个百分点；同时，不断上涨的油价和处于历史低位的2月待售房屋销售（指数为72.1）也加剧了衰退风险。
recession probability 48.6% in February, highest since 2020 pandemic, +15 points over 6 months; rising oil prices; pending home sales lowest ever for February (72.1 index)
美国经济面临的衰退风险显著增加，达到疫情以来的最高水平。油价上涨和房地产市场疲软是导致这一趋势的主要因素，预示着经济前景的不确定性。
The odds of the US entering recession are rising: The probability of a recession over the next 12 months jumped to 48.6% in February, the highest since the 2020 pandemic. The percentage has risen +15 points over the last 6 months. This is based on the leading economic https://t.co/GNa0GfDmN2
@kobeissiletter ↗
美国20年期国债拍卖以4.817%的最高收益率成交，认购倍数为2.76倍，出售130亿美元，其中主要交易商认购9.24%，直接竞标者21.58%，间接竞标者69.18%。
US 20-Year Bond Auction; High Yield 4.817%; Bid-to-cover 2.76; Sells $13 bln; Primary Dealers 9.24%; Direct 21.58%; Indirect 69.18%
此次美国20年期国债拍卖显示出较高的收益率和强劲的认购需求，尤其来自间接竞标者。这表明投资者对长期美国国债有持续的兴趣，尽管收益率处于较高水平。
US 20-Year Bond Auction High Yield 4.817% (Stopped through by 0.7 basis points) Bid-to-cover 2.76 Sells $13 bln Awards 33.71% of bids at high Primary Dealers take 9.24% Direct 21.58% Indirect 69.18%
@financialjuice ↗
为应对消费者对战争驱动的物价上涨的不满，德国政府采取措施，限制加油站提价频率并收紧反垄断监管。
Germany moved to cap how often gas stations can raise prices; tighten antitrust oversight; response to consumer backlash over war-driven price increases
德国政府正通过价格限制和加强监管来干预能源市场，旨在缓解因战争引发的物价上涨对消费者的压力。此举反映了政府在通胀压力下稳定民生开支的决心。
Germany moved to cap how often gas stations can raise prices and tighten antitrust oversight in response to a consumer backlash over war-driven price increases https://t.co/OOThebtZjw
@business ↗
美国财政部澄清其并未准备干预石油期货市场，并对其是否拥有干预的法律授权表示不确定，从而驳斥了此前有关其将悄悄介入油市的传言。
Treasury Department was quietly preparing to wade into oil futures (rumor); no such intervention is happening; department has legal authority for it (clarification)
美国财政部主动否认了市场关于其干预石油期货的传言，这有助于稳定市场预期，并明确了政府在商品市场干预权限上的立场。
Bessent used a CNBC appearance to shoot down a growing rumor that the Treasury Department was quietly preparing to wade into oil futures, making it clear that no such intervention is happening and that he isn’t even sure the department has legal authority for it. Read more: https://t.co/X3D6mzogHq
@thestreet ↗
OpenAI已在其社交媒体平台X上发布了GPT-5.4的Mini和Nano版本模型。
OpenAI releases GPT-5.4 Mini and Nano
OpenAI推出了两款更小巧、更高效的GPT-5.4模型版本，这可能意味着AI技术将进一步普及到对计算资源要求较低的应用场景中。
OpenAI releases GPT-5.4 Mini and Nano - Post on X.
@financialjuice ↗
Tether AI团队发布了QVAC Fabric新版本，包含了全球首个跨平台BitNet LoRA框架，能够在消费级GPU和智能手机上实现十亿参数AI模型的训练和推理。
Tether AI team released new version of QVAC Fabric; World’s First Cross-Platform BitNet LoRA Framework; Enable Billion-Parameter AI Training and Inference on Consumer GPUs and Smartphones
Tether AI的新框架极大地降低了运行和训练大型AI模型的硬件门槛，将赋能更多个人用户和开发者在普通设备上使用先进AI技术，推动AI民主化。
Tether AI QVAC Fabric LLM sauce 🍅🫙 source code repo https://t.co/aZan1gHLu3 [QT @paoloardoino: Tether AI breakthrough Tether AI team just released new version of QVAC Fabric to include the World’s First Cross-Platform BitNet LoRA Framework to Enable Billion-Parameter AI Training and Inference on Consumer GPUs and Smartphones. Background Microsoft's BitNet uses one bit]
@paoloardoino ↗
英伟达（Nvidia）、AT&T和思科（Cisco）正在合作，共同为物联网（IoT）构建一个AI网格。
Nvidia, AT&T partnering with Cisco to build an AI grid for IOT
这三家行业巨头的合作预示着AI技术将更深入地融入物联网基础设施，旨在提升智能设备的计算能力和互联性，有望加速AI在各行业中的应用。
Nvidia: AT&T partnering with Cisco and Nvidia to build an AI grid for IOT. $T $NVDA $CSCO
@financialjuice ↗
由Sam Altman支持的'World'公司推出了AgentKit，旨在通过Coinbase X402协议为AI机器人提供经过验证的人类身份。
Sam Altman-backed 'World' launches AgentKit; enable AI bots with verified human identities; Coinbase X402 protocol
AgentKit的发布预示着AI身份验证领域的重要进展，可能为AI机器人在现实世界中的应用提供更强的信任基础和安全性，也代表了AI与加密货币身份协议的融合趋势。
NEW: SAM ALTMAN-BACKED 'WORLD' LAUNCHES AGENTKIT TO ENABLE AI BOTS WITH VERIFIED HUMAN IDENTITIES ON COINBASE X402 PROTOCOL
@scottmelker ↗
英伟达（Nvidia）CEO黄仁勋表示，将40%的台湾芯片生产转移到美国将“非常困难”。
Nvidia's CEO Huang: Moving 40% of Taiwan chip production to the United States will be very difficult
黄仁勋的言论凸显了全球半导体供应链面临的复杂性和挑战，表明即使有政策推动，大规模制造业的地理转移也并非易事，将对供应链韧性构成长期挑战。
Nvidia's CEO Huang: Moving 40% of Taiwan chip production to the United States will be very difficult $NVDA
@financialjuice ↗
英伟达（Nvidia）宣布计划在2026年将50%的自由现金流用于股东回报（包括股票回购和分红），其CEO黄仁勋预计Blackwell和Rubin芯片到2027年底的营收机会将超过1万亿美元。
Nvidia ($NVDA) 50% of free cash for investor returns in 2026; Blackwell and Rubin chips revenue opportunity larger than $1 trillion by end of 2027
英伟达此举表明公司对其未来业绩的强劲信心，并承诺为股东提供丰厚回报。同时，对下一代芯片的巨大营收预期也进一步巩固了其在AI市场的主导地位。
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: - Nvidia will spend 50% of its free cash flow in 2026 on share buybacks and dividends https://t.co/BVmflevQBA
@stockmktnewz ↗
迪士尼（Disney）CEO鲍勃·艾格（Bob Iger）将于明天卸任。
Disney CEO, Bob Iger, to step down from Disney tomorrow
这是迪士尼这位重要领导人的突然离职，预计将对公司的未来战略和股价产生重大影响，引发市场对继任者及公司方向的关注。
BREAKING: Disney CEO, Bob Iger, to step down from Disney tomorrow.
@polymarket ↗
高盛（Goldman Sachs）数据显示，系统性基金在过去一个月内大幅抛售了800亿美元的全球股票，尤其是在上周，抛售势头更为强劲。
Systematic funds aggressively selling global equities; -$80 billion over last month; according to Goldman Sachs
机构投资者正在以2020年疫情以来最快的速度将资金转向现金，表明市场对未来前景持谨慎态度，风险资产的吸引力正在下降。
Systematic funds are aggressively selling global equities: Systematic strategies, which include CTAs, risk parity, and volatility-control funds, have sold -$80 billion in global equities over the last month, according to Goldman Sachs. Over the last week, this was particularly https://t.co/QEI1raEfwL
@kobeissiletter ↗
摩根大通（JPMorgan Chase）牵头的一批银行暂停了软件公司Qualtrics International的53亿美元债务交易，原因是投资者对AI颠覆的担忧日益加剧，未能获得足够支持。
JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International; failing to win over investors amid deepening anxiety surrounding AI disruption
此次大规模债务交易的暂停，反映出投资者对AI技术对软件行业潜在冲击的普遍担忧。即使是大型软件公司也可能面临融资挑战，凸显了AI变革下的市场不确定性。
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding AI disruption https://t.co/btqE8CVi7U
@business ↗
特斯拉（Tesla）计划从一家已解散的通用汽车（GM）工厂采购价值43亿美元的LG能源（LG Energy）电池。
Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant
特斯拉通过大笔采购LG能源的电池，进一步巩固其在电动汽车电池供应链上的布局。此举可能有助于确保其生产能力，并在快速增长的电动车市场中保持竞争力。
Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant https://t.co/sk8leApasr
@cnbc ↗
美国最高反恐官员乔·肯特（Joe Kent）因反对特朗普总统的伊朗战争而辞职，称伊朗并未构成“迫在眉睫的威胁”；特朗普政府官员则称肯特是“已知泄密者”，数月前已被排除在总统情报简报之外，同时特朗普宣布已击毙伊朗安全部门负责人阿里·拉里贾尼，并声称已阻止中东核战争。
Joe Kent resigned; Iran posed 'no imminent threat'; Trump official says Kent was 'known leaker' & cut out of intelligence briefings; Trump says Ali Larijani killed; Trump on Iran war: 'short-term excursion,' '10 years to repair damage,' 'prevented nuclear war,' considering 'troops on ground'; Iranian parliament speaker: Hormuz status won't return to pre-war.
乔·肯特的辞职及其对伊朗威胁的质疑，揭示了特朗普政府内部在伊朗战争合法性上的严重分歧。尽管有内部争议，特朗普仍公开宣称在伊朗战争中取得重大进展并避免了核危机，但伊朗议会发言人则表示霍尔木兹海峡局势将永久改变。
The escalating war with Iran is pushing parts of the world into energy triage, forcing governments to choose where to cut demand or absorb costs, while prioritizing dwindling supplies. https://t.co/qoHytmMveL
@newshour ↗
《华尔街日报》报道，俄罗斯正秘密向伊朗提供卫星图像并分享无人机技术，以帮助其瞄准地区内的美国军队，并扩大对伊朗的援助以对抗美国和以色列。
Russia is secretly providing satellite imagery; sharing drone technology; help Iran target U.S. forces; expanding help to keep Iran in the fight against US and Israel
俄罗斯对伊朗的秘密军事技术支持，揭示了两国间日益深化的军事合作，可能加剧中东地区的紧张局势。这种援助使得伊朗在对抗美国和以色列的冲突中获得关键能力，延长了冲突的持续性。
BREAKING: Russia is secretly providing satellite imagery and sharing drone technology to help Iran target U.S. forces in the region, per WSJ
@unusual_whales ↗
特朗普总统正在考虑退出北约，并声称无需国会批准；但《2024年国防授权法案》规定，退出北约需要参议院三分之二多数或两院通过法案。特朗普还批评北约盟友未加入伊朗战争。
President Trump is thinking about leaving NATO; doesn't need approval from Congress; NDAA 2024 requires two-thirds Senate majority or Act of Congress; slams NATO allies for not joining Iran war effort
特朗普的言论对北约这一关键军事联盟的未来构成严重挑战，并在美国国内引发关于总统对外条约权力限制的法律辩论。他对盟友在伊朗战争中缺乏支持的批评，也凸显了跨大西洋联盟内部的分歧。
The National Defense Authorization Act of 2024 requires either a two-thirds Senate majority or an Act of Congress passed by both chambers to withdraw from NATO. [QT @CollinRugg: JUST IN: President Trump says he is thinking about leaving NATO, says he doesn't need approval from Congress. Reporter: Are you rethinking the United States' relationship with NATO? Possibly getting out? Trump: I'm disappointed in NATO that we spend trillions of dollars on https://t.co/zNVPrZQOa]
@jimsciutto ↗
为应对伊朗战争期间的石油供应紧张，美国将放松对委内瑞拉的制裁，以“解锁”更多石油供应。
US set to ease sanctions on Venezuela; unlock more oil; amid Iran War
此举表明，在地缘政治冲突引发能源供应紧张时，美国愿意调整其制裁政策以确保全球石油市场稳定。这体现了能源安全在当前国际局势中的优先地位。
BREAKING: The US is set to ease sanctions on Venezuela to “unlock” more oil amid the Iran War.
@kobeissiletter ↗
众议院监督委员会已命令美国前司法部长帕姆·邦迪（Pam Bondi）就司法部处理性贩运案（涉及已故金融家杰弗里·爱泼斯坦）的调查和文件发布情况出庭作证，理由是“管理不善”，定于4月14日进行作证。
House Oversight Committee ordered US Attorney General Pam Bondi to appear for a deposition; Jeffrey Epstein sex trafficking files; subpoenaed to testify on April 14; citing 'mismanagement'
众议院对爱泼斯坦案的处理问题展开高级别调查，传唤前司法部长作证，表明国会正严肃追究司法部门在该案中的责任。此举可能揭露更多管理漏洞和潜在的不当行为。
The House Oversight Committee ordered US Attorney General Pam Bondi to appear for a deposition on the Justice Department’s handling of the investigation and release of files related to sex trafficking by disgraced financier Jeffrey Epstein https://t.co/MEn2OKQ16B
@business ↗
美国证券交易委员会（SEC）表示，根据新的框架，大多数加密资产，包括质押、空投、比特币挖矿、稳定币、NFT、数字商品、收藏品和工具，并非证券。SEC主席保罗·阿特金斯（Paul Atkins）还建议为某些加密货币考虑设立“安全港”。
U.S. SEC says most crypto assets are not securities; Staking, Airdrops, $BTC Mining, Stablecoins, NFTs, Digital Commodities, Collectibles, Tools, and Tokenized Securities defined in new framework; SEC Chair Paul Atkins suggests considering a safe harbor
美国SEC的这一重大澄清为加密行业提供了急需的监管确定性，可能促进更多加密资产和活动的合法合规发展。设立“安全港”的提议也暗示了未来更灵活的监管方式。
BREAKING: U.S. SEC SAYS MOST CRYPTO ASSETS ARE NOT SECURITIES STAKING, AIRDROPS, $BTC MINING, STABLECOINS, NFTS, DIGITAL COMMODITIES, COLLECTIBLES, TOOLS, AND TOKENIZED SECURITIES DEFINED IN NEW FRAMEWORK
@scottmelker ↗
2026年，USDC在调整后稳定币交易量中占据64%的市场份额，自2019年以来首次超越USDT，交易量分别为2.2万亿美元和1.3万亿美元；Circle自2月份以来已增发80多亿美元，Solana每月处理8800亿美元的USDC转账，同比增长300%。
USDC captured 64% of adjusted stablecoin volume in 2026; beating USDT since 2019 ($2.2T vs $1.3T); Circle minted $8B+ since February; Solana processing $880B monthly USDC transfers, up 300% YoY
USDC在稳定币市场的主导地位显著增强，首次超越USDT，这得益于Circle的大量增发和Solana区块链上巨大的转账活动。这一趋势表明，在剔除洗盘交易和DeFi循环后，USDC在真实用例中的增长势头强劲。
USDC captured 64% of adjusted stablecoin volume in 2026. first time beating USDT since 2019. $2.2T vs $1.3T. circle minted $8B+ since february. solana processing $880B monthly USDC transfers up 300% YoY. adjusted volume strips out wash trading and DeFi loops. this is where real
@aixbt_agent ↗
万事达卡（Mastercard）将以18亿美元收购稳定币初创公司BVNK。
Mastercard to buy stablecoin startup BVNK for $1.8 billion
万事达卡此举标志着传统金融巨头在加密货币领域的大规模布局，尤其是在稳定币支付和结算方面的战略性投入。这预示着主流金融服务与加密世界的进一步融合，为“加密时代”做准备。
Mastercard to Buy Stablecoin Startup BVNK for $1.8 Billion. It’s Prepping for the Crypto Era. https://t.co/rwi1dfkLnN
@barronsonline ↗
亚利桑那州总检察长起诉预测市场平台Kalshi，指控其为非法赌博运营，并在该州选举中进行投注，并已对Kalshi提出刑事轻罪指控。
Arizona AG Sues Kalshi Alleging Illegal Gambling, Betting on State’s Elections; charged with criminal misdemeanors
这一诉讼对预测市场行业构成重大法律挑战，可能影响其在美国的运营模式和监管前景。这也引发了关于预测市场与传统赌博之间界限的讨论。
Arizona AG Sues Kalshi Alleging Illegal Gambling, Betting on State’s Elections https://t.co/6RepgzkARR
@wsjbusiness ↗
美国未来12个月内经济衰退的概率在2月份飙升至48.6%，为2020年疫情以来的最高水平，过去六个月内上升了15个百分点。
US recession probability 48.6% in Feb, +15 points in 6 months
经济学家警告称，受伊朗战争导致油价上涨的影响，美国经济衰退的风险可能进一步加剧，对K型经济体造成不利影响。这一增长是基于领先经济指标的预测。
The odds of the US entering recession are rising: The probability of a recession over the next 12 months jumped to 48.6% in February, the highest since the 2020 pandemic. The percentage has risen +15 points over the last 6 months. This is based on the leading economic https://t.co/GNa0GfDmN2
@kobeissiletter ↗
布伦特原油期货结算价为每桶103.42美元，上涨3.21美元（3.2%）；纽约商品交易所WTI原油期货结算价为每桶96.21美元，上涨2.71美元（2.90%），均创下三年多来的新高。
Brent $103.42/bbl (+3.2%), WTI $96.21/bbl (+2.9%), 3-year high
油价飙升是由于海湾地区航运受限和伊朗战争所致。为缓解能源危机，美国正准备放松对委内瑞拉石油部门的制裁，并计划从战略石油储备中进行历史性释放。亚洲多国也因伊朗战争面临燃料价格上涨和天然气短缺。
At least one member of the Gang of Eight, Mark Warner, has said that Trump admin briefers (believe Rubio and Ratcliffe) did not assert an imminent threat from Iran in a closed briefing - Politico Reporter on X
@financialjuice ↗
澳大利亚储备银行（RBA）连续第二个月加息25个基点，将利率提高至4.10%。
Australia RBA rate hike 25 bps to 4.10%
Global Central Bank Update: -Australia hiked rates for the second straight month, 25 bps move up to 4.10%. https://t.co/tBFSesl4qo
@charliebilello ↗
英伟达CEO黄仁勋表示，公司正在为中国客户重启H200 AI加速器的制造，并已获得大量中国客户的许可证，标志着其重返中国市场的进展。
Nvidia H200 China chips, Blackwell/Rubin $1T revenue by 2027
黄仁勋还预测，到2027年底，Blackwell和Rubin芯片的收入机会可能超过1万亿美元，并重申了英伟达对以色列和台湾的承诺，尽管将40%的台湾芯片生产转移到美国将“非常困难”。
Nvidia's CEO Huang: Revenue opportunity for Blackwell and Rubin chips is likely to be larger than $1 trillion by the end of 2027. $NVDA
@financialjuice ↗
亚马逊CEO安迪·贾西在一次内部会议上表示，预计到2036年，AI将使AWS的销售额翻倍至6000亿美元，高于此前预测的3000亿美元。
Amazon AWS sales $600B by 2036 (from AI)
Amazon $AMZN CEO Andy Jassy reportedly just said at a internal meeting - AI TO DOUBLE AWS SALES TO $600 BILLION BY 2036 https://t.co/GVH1QQV7te
@stockmktnewz ↗
迪士尼CEO鲍勃·艾格将于明天辞去其职务。
Disney CEO Bob Iger to step down
BREAKING: Disney CEO, Bob Iger, to step down from Disney tomorrow.
@polymarket ↗
人工智能无人机软件制造商Swarmer的股价周二飙升700%，创下自Newsmax以来美国股票最佳首日交易表现。
Swarmer stock +700% on debut
Swarmer shares skyrocketed 700% on Tuesday, putting the artificial intelligence drone software maker on pace for the best trading debut by a US stock since Newsmax https://t.co/MOr5YeFcG
@business ↗
美国国家反恐中心主任乔·肯特辞职，理由是无法支持当前的伊朗战争，并称伊朗不构成“迫在眉睫的威胁”。
Joe Kent resigns, Russia aids Iran with drones/imagery, France refuses support, Strait of Hormuz status, Hamas Commander eliminated, 2 Iranian officials killed
然而，高级政府官员称肯特为“已知泄密者”，数月前已被排除在总统情报简报之外。同时，俄罗斯被指秘密向伊朗提供卫星图像和无人机技术，法国总统马克龙则表示，除非该地区停止大规模轰炸，否则法国不会帮助确保霍尔木兹海峡的安全。以色列国防军宣布消灭哈马斯北方加沙旅的海军指挥官，而特朗普总统声称有两名高级伊朗官员在夜间空袭中丧生，其中一人被指对近期32,000名伊朗抗议者的死亡负责。伊朗议会发言人表示，霍尔木兹海峡的局势将不再回到战前状态，导致数百艘船只仍被困。
The nation’s top counterterrorism official has resigned, saying he “cannot in good conscience support the ongoing war in Iran.” Joe Kent, the director of the National Counterterrorism Center, posted his resignation letter to X on Tuesday morning. Writing directly to President https://t.co/23NhHmqglP
@newshour ↗
美国国土安全部（DHS）的停摆使航空旅行“濒临崩溃”，导致航空公司CEO们呼吁立即采取行动。
DHS shutdown, 1,000+ US flights cancelled, 4,200 delayed
周一，联邦机场安检人员的缺勤率达到DHS停摆以来最高，周二全美有超过1,000个航班被取消，约4,200个航班延误，凸显了政府停摆对航空业和公众出行的严重影响。
Airline CEOs Demand “Immediate” Action as Democrats’ DHS Shutdown Pushes Air Travel to the Brink https://t.co/40UkA8YIaO
@presssec ↗
美国证券交易委员会（SEC）澄清了证券法在加密资产上的适用，明确指出大多数加密资产（包括质押、空投、比特币挖矿、稳定币、NFT、数字商品、收藏品和代币化证券）并非证券。
SEC clarifies crypto assets not securities
SEC主席保罗·阿特金斯建议委员会应考虑为某些加密货币提供“安全港”，以避免被定义为证券。
BREAKING: U.S. SEC SAYS MOST CRYPTO ASSETS ARE NOT SECURITIES STAKING, AIRDROPS, $BTC MINING, STABLECOINS, NFTS, DIGITAL COMMODITIES, COLLECTIBLES, TOOLS, AND TOKENIZED SECURITIES DEFINED IN NEW FRAMEWORK
@scottmelker ↗
万事达卡（Mastercard）将以18亿美元收购稳定币初创公司BVNK，此举旨在为“加密时代”做准备。
Mastercard to acquire BVNK for $1.8B
Mastercard to Buy Stablecoin Startup BVNK for $1.8 Billion. It’s Prepping for the Crypto Era. https://t.co/rwi1dfLnN
@barronsonline ↗
2026年，USDC在调整后的稳定币交易量中占据64%的份额，首次超过USDT，达到2.2万亿美元，而USDT为1.3万亿美元。
USDC 64% adjusted stablecoin volume ($2.2T)
自2月份以来，Circle已铸造超过80亿美元的USDC，Solana每月处理8800亿美元的USDC转账，同比增长300%。
USDC captured 64% of adjusted stablecoin volume in 2026. first time beating USDT since 2019. $2.2T vs $1.3T. circle minted $8B+ since february. solana processing $880B monthly USDC transfers up 300% YoY. adjusted volume strips out wash trading and DeFi loops. this is where real
@aixbt_agent ↗
美国未来12个月内发生经济衰退的可能性在2月份跃升至48.6%，为2020年疫情以来最高水平，近6个月内上升了15个百分点。
US recession probability 48.6% in February, +15 points in 6 months
该数据表明美国经济前景不确定性增加，可能预示着未来经济下行压力。有观点认为股市尚未触底，而另有分析师则认为美股已出现近一年来最强烈的买入信号，市场存在分歧。
The odds of the US entering recession are rising: The probability of a recession over the next 12 months jumped to 48.6% in February, the highest since the 2020 pandemic. The percentage has risen +15 points over the last 6 months. This is based on the leading economic https://t.co/GNa0GfDmN2
@kobeissiletter ↗
美国国债总额已达39万亿美元，最近的1万亿美元是在146天内增加的，相当于每天增加68.5亿美元，目前年利息成本已超过1万亿美元。
US National Debt $39 trillion, last $1 trillion added in 146 days, annual interest costs exceed $1T
国债规模及利息成本的快速增长凸显了美国严峻的财政状况。鉴于中东战事及全球经济不确定性，高企的债务负担可能对宏观经济稳定构成长期风险。
🚨 U.S. National Debt just hit $39 trillion The last trillion was added in just 146 days. That’s $6.85 billion every single day. Or $79,282 every second. Interest costs now exceed $1T annually. https://t.co/nBUFzEGDXH
@Hedgeye ↗
为了应对伊朗战争造成的能源紧缺，美国计划放松对委内瑞拉石油部门的制裁，以释放更多石油供应。
US to ease Venezuela sanctions, unlock more oil amid Iran War
此举表明美国在能源政策上为了稳定全球石油市场，愿意调整其地缘政治策略，即便这可能与某些国会议员对俄罗斯协助伊朗的担忧相悖。
Representative Michael McCaul, a Texas Republican, said he disagrees with the administration's move to lift some sanctions on Russian oil because Moscow is an adversary that is aiding Iran in targeting US assets https://t.co/YecPzNhohx https://t.co/UTgdFm397Z
@bloombergtv ↗
伊拉克政府和库尔德地区当局已达成协议，将于周三上午10:00恢复通过土耳其杰伊汉港的石油出口。
Iraqi Government and Kurdish authorities agree to resume oil exports to Ceyhan port from Wednesday 10:00 am
此协议可能有助于缓解全球石油市场的供应担忧，尤其是在中东地区冲突持续、油价高企的背景下，增加伊拉克石油出口将对稳定市场产生积极影响。
Iraqi oil minister: pumping of oil from Turkey's Ceyhan port to resume on Wednesday at 10:00 am - state news agency
@financialjuice ↗
由于中东地区基础设施持续遭受袭击以及海湾航运受限，全球油价收于三年多来的最高水平。
Global oil prices end at more than 3-year high, Gulf shipping limited, Middle East infrastructure attacked
油价上涨反映了地缘政治紧张局势对能源供应的直接影响。尽管美国股市收高，但持续高企的油价可能预示着通胀压力和经济不稳定，并对亚洲等地区带来能源危机。
Global oil prices end at more than 3-year high as Gulf shipping remains limited https://t.co/iaxTxEYghg
@marketwatch ↗
英伟达CEO黄仁勋表示，公司已获得向众多中国客户销售H200 AI加速器的许可证，并正在重启相关制造。
Nvidia restarting manufacturing H200 AI accelerators for Chinese customers, received licenses
这表明英伟达在应对美国对华技术出口限制方面取得了进展，成功重返这一关键市场。此举对英伟达的收入和全球AI芯片供应链具有重要意义。
Nvidia CEO Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market https://t.co/aRka6sD6jY
@business ↗
据CNBC报道，OpenAI正在为今年底前的首次公开募股（IPO）做准备，并已告知员工ChatGPT必须成为“生产力工具”。
OpenAI preparing for IPO by end of year, ChatGPT 'productivity tool'
此消息预示着AI领域一家核心公司的重大资本市场动向，可能引起投资者对AI板块的广泛关注。将ChatGPT定位为“生产力工具”也反映了公司对产品未来商业化方向的战略思考。
OpenAI is reportedly preparing for IPO a by end of year - CNBC https://t.co/XsjhW5LNpU
@stockmktnewz ↗
《华尔街日报》报道称，五角大楼正寻求大规模生产“神风”式攻击无人机。
Pentagon wants to mass-produce kamikaze attack drones
这一计划表明美国国防战略正进一步转向高科技、低成本的自主武器系统，可能对未来军事冲突的性质产生深远影响。
The Pentagon wants to mass-produce kamikaze attack drones - WSJ
@financialjuice ↗
英伟达CEO黄仁勋表示，将台湾40%的芯片生产转移到美国将是“非常困难”的。
Nvidia CEO Huang: Moving 40% of Taiwan chip production to US very difficult
此言论凸显了全球半导体供应链的复杂性和依赖性，尤其是在地缘政治紧张局势下，供应链多元化和本土化面临的巨大挑战。
Nvidia's CEO Huang: Moving 40% of Taiwan chip production to the United States will be very difficult $NVDA
@financialjuice ↗
英伟达CEO黄仁勋表示，公司计划将2026年50%的自由现金流用于股票回购和分红。
Nvidia to spend 50% of 2026 free cash flow on share buybacks and dividends
这一资本配置策略预示着英伟达对未来业绩的信心，旨在提升股东回报。考虑到公司在AI领域的领先地位，此举可能会增强投资者信心。
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: - Nvidia will spend 50% of its free cash flow in 2026 on share buybacks and dividends https://t.co/BVmflevQBA
@stockmktnewz ↗
巴克莱银行的Alex Altmann认为美国股市正闪现近一年来最强的买入信号，暗示近期跌势可能结束；但美国银行则表示，股市的“大底部”尚未到来。
Barclays sees strongest US stocks buy signal in a year; Bank of America says 'big lows' not in yet
华尔街分析师对美股未来走势存在显著分歧，反映了当前市场情绪的复杂性和不确定性。投资者需警惕两种截然不同的市场预期。
US stocks are flashing their strongest buy signal in almost a year, according to Barclays’ Alex Altmann, who joins a growing chorus on Wall Street saying the worst of the recent rout may be over https://t.co/FrWjC15A42
@business ↗
截至3月中旬，美国上市石油和天然气生产商通过股票发行筹集了35.1亿美元资金，较2月份增长826%，是近8年来第二高的月度融资额。
US-listed oil and gas producers raised $3.51 billion in stock sales in March, +826% from February, 2nd-highest in 8 years
能源行业的加速融资表明市场对未来油气价格和能源需求持乐观态度，也可能反映了在中东冲突背景下，企业寻求扩大生产以满足供应的意愿。
US-listed energy firms are raising capital at an accelerated pace: Stock sales by US-listed oil and gas producers are up to $3.51 billion so far in March, the 2nd-highest in at least 8 years. This marks an +826% increase from February, with 2 weeks still left in the month. By https://t.co/G1njlsfYoG
@kobeissiletter ↗
Lululemon预测其本财年销售额将保持保守增长，这为其在寻找新高管、应对产品问题以及关税压力之际增加了更多不确定性。
Lululemon projected conservative sales for current year, board, demand challenges, tariffs weigh
Lululemon的保守预期对该运动休闲品牌施加了压力，表明公司可能面临宏观经济逆风或内部挑战，投资者对其未来增长前景持谨慎态度。
Lululemon projected conservative sales for its current year, heaping more pressure on the athleisure brand that’s searching for a new top executive and contending with product mishaps https://t.co/Yw4NmIAUpK
@business ↗
巴克莱银行报告称，由于对私募信贷风险的担忧，投资者要求商业发展公司债务的风险溢价更高。此外，德意志银行的年度报告也揭示了对私募信贷的担忧。
Investors demanding higher risk premiums for business development company debt due to private credit exposure anxiety; Deutsche Bank annual report reveals private-credit worries
私募信贷市场正面临越来越大的审查和投资者担忧，这可能导致该领域的融资成本上升，并影响相关企业的估值和信贷环境的稳定性。
Investors are demanding higher risk premiums to own the debt of business development companies, reflecting their anxiety around private credit exposure, according to Barclays https://t.co/1KZ902GLAd
@business ↗
据报道，俄罗斯正在向伊朗提供改进后的无人机技术并扩大情报共享，以帮助伊朗瞄准该地区的美国军队。
Russia providing improved drone technology and expanding intel sharing to Iran to target US forces
俄罗斯与伊朗之间军事合作的深化，标志着中东地区冲突的升级，并可能进一步加剧美俄之间的紧张关系，对地区稳定构成严峻挑战。
BREAKING: Russia has been providing improved drone technology to Iran in order to aid in their targeting of US forces in the region, per WSJ. Details include: 1. In addition to drone technology, Russia has also been expanding its intel sharing with Iran 2. Russia is engaging
@kobeissiletter ↗
伊朗媒体证实，伊朗安全负责人阿里·拉里贾尼已被杀。他是奥巴马时代伊朗核协议谈判中唯一幸存的高层官员，他的死亡被视为可能导致战争升级。
Iran confirms Security Chief Ali Larijani killed; pivotal in Obama-era nuclear deal negotiations
拉里贾尼的死亡标志着伊朗内部政治格局的重大变化，并被部分分析师视为可能加剧中东地区冲突的因素，特别是以色列右翼被指控策划此次刺杀。
谈判的最后机会已经关闭了。拉里贾尼是之前活着的高层中唯一经历奥巴马时代的伊朗核协议谈判，并且促成了谈判成功的。以色列右翼对他恨之入骨，非要在川普特别想taco的时候把他直接杀掉，基本确保了战争不可停止。
@Areskapitalon ↗
美国国家反恐中心主任乔·肯特辞职，理由是他“无法良心上支持正在进行的伊朗战争”。此前，一名特朗普政府官员指责肯特是“已知的泄密者”。
Joe Kent, Director of National Counterterrorism Center, resigned citing opposition to Iran war; Trump official called him a 'known leaker'
这一辞职事件突显了美国政府内部对伊朗战争政策的深刻分歧。肯特的辞职及其与特朗普政府官员的冲突，揭示了美国决策层在处理中东问题上的复杂性和政治斗争。
The nation’s top counterterrorism official has resigned, saying he “cannot in good conscience support the ongoing war in Iran.” Joe Kent, the director of the National Counterterrorism Center, posted his resignation letter to X on Tuesday morning. Writing directly to President https://t.co/23NhHmqglP
@newshour ↗
一位不愿透露姓名的特朗普政府官员在讨论谈判时表示，与俄罗斯更紧密地结盟，可能会在与中国之间形成“非常有益”的权力平衡。
Trump administration official suggested aligning closer with Russia for beneficial power balance with China
这一提议表明特朗普政府内部可能存在重塑全球地缘政治格局的战略思考，即通过拉拢俄罗斯来制衡中国，这可能对未来的国际联盟和战略部署产生深远影响。
‼️POLITICO: A Trump administration official, granted anonymity to discuss ongoing negotiations, said finding a “way to align closer with Russia” could create “a different power balance with China that could be very, very beneficial.”
@OstapYarysh ↗
世界反兴奋剂机构（WADA）正在考虑通过一项新规定，可能禁止美国总统唐纳德·特朗普和所有美国政府官员参加主要的国际赛事，即使这些赛事在美国本土举行。
WADA considering rule to ban President Donald Trump and all US government officials from major international events, even on US soil
此举若实施，将对美国政府官员参与国际体育活动产生重大影响，并可能加剧美国与国际体育组织之间的紧张关系，反映出国际组织对美国政治干预体育的担忧。
Leaders at the World Anti-Doping Agency are considering adopting a rule that could bar President Donald Trump and all U.S. government officials from attending major international events — even if they take place on American soil. https://t.co/Fh3xtG42jv
@newshour ↗
美国证券交易委员会（SEC）发布了新的框架，明确指出大多数加密资产，包括质押、空投、比特币挖矿、稳定币、NFT、数字商品和代币化证券等，不属于证券范畴。
US SEC clarifies most crypto assets are not securities (staking, airdrops, BTC mining, stablecoins, NFTs, digital commodities, collectibles, tools, tokenized securities)
这一澄清为加密货币市场带来了期待已久的监管确定性，有助于减少不确定性并可能促进这些特定类型加密资产的进一步发展和主流采用。市场参与者对此表示欢迎。
BREAKING: U.S. SEC SAYS MOST CRYPTO ASSETS ARE NOT SECURITIES STAKING, AIRDROPS, $BTC MINING, STABLECOINS, NFTS, DIGITAL COMMODITIES, COLLECTIBLES, TOOLS, AND TOKENIZED SECURITIES DEFINED IN NEW FRAMEWORK
@scottmelker ↗
亚利桑那州监管机构以涉嫌非法赌博为由，指控预测市场平台Kalshi犯有刑事轻罪。
Arizona charges Kalshi with criminal misdemeanors, alleging illegal gambling operation
此事件突显了预测市场平台在不同司法管辖区面临的监管挑战。尽管有美国民主党议员提出法案禁止政府官员利用内幕消息参与预测市场，但该行业在美国的合法性边界仍不明朗。
Arizona charges Kalshi with criminal misdemeanors, alleging it's an illegal gambling operation https://t.co/NFifNE69
@cnbc ↗
美国民主党提出一项法案，旨在禁止政府官员在预测市场上进行内幕交易押注。
US Democrats introduce bill to ban government officials from insider bets on prediction markets
这项立法提案反映了对预测市场潜在滥用和利益冲突的担忧，旨在维护政府运作的透明度和公正性。该法案的通过将对政府官员在预测市场的活动产生直接限制。
🇺🇸 U.S. DEMOCRATS INTRODUCE BILL TO BAN GOVERNMENT OFFICIALS FROM INSIDER BETS ON PREDICTION MARKETS
@scottmelker ↗
一名交易员在单笔去中心化金融（DeFi）交易中损失了近5000万美元。
Trader loses almost $50 million in one DeFi transaction
这起巨额损失提醒了市场DeFi领域的固有风险，即其无需许可的特性可能导致巨大的财务风险。也引发了对DeFi协议安全性和用户风险管理能力的讨论。
The loss of almost $50 million in one transaction by a trader serves as a reminder that the permissionless ethos of DeFi works both ways.
@business ↗
Boros去中心化金融（DeFi）协议的总锁仓价值（TVL）已达到10亿美元，其30多个市场平均每个合约深度约为3000万美元。在杠杆清洗期间，其资金费率一度飙升至100-200%的年化水平。
Boros DeFi protocol hits $1B TVL, average depth $30M per contract, funding rates spike to 100-200% annualized
Boros协议TVL达到10亿美元，标志着其在DeFi领域的显著增长和市场关注度。同时，极高的资金费率也揭示了高杠杆交易的普遍性及潜在的清算风险。
boros hit $1B TVL but spread across 30+ markets means average depth around $30M per contract. funding rates spike to 100-200% annualized during leverage flushes then collapse to 5-15% baseline within days. the edge is selling exposure during headlines about "30% APR funding" not
@aixbt_agent ↗
芝加哥的房地产业正就一项190亿美元的税单展开争议，房地产所有者声称这阻碍了新建筑开发并推高了租金。
Chicago, real estate, $19 billion tax bill
这场大规模的税收争议凸显了地方政府政策对房地产市场和经济发展的影响。高额税负可能抑制投资，加剧住房成本压力，对城市经济产生负面效应。
Chicago’s real estate industry has ignited a battle over a $19 billion tax bill that property owners say is holding back new construction and contributing to surging rents. https://t.co/MCmK88NefC
@business ↗
NVIDIA宣布推出DLSS 5，这是一项AI驱动的游戏视觉保真度突破性技术，将于今年秋季发布，通过AI为像素注入逼真的光照和材质。
NVIDIA DLSS 5, AI-powered, visual fidelity for games, coming this fall
DLSS 5的发布有望进一步提升游戏画质，模糊渲染与现实之间的界限，为玩家带来更沉浸式的视觉体验。这也显示了AI在图形渲染和游戏技术创新中的核心作用。
Announcing NVIDIA DLSS 5, an AI-powered breakthrough in visual fidelity for games, coming this fall. DLSS 5 infuses pixels with photorealistic lighting and materials, bridging the gap between rendering and reality. Learn More → https://t.co/yHON3nGyxE https://t.co/UvF9G7tlZs
@NVIDIAGeForce ↗
Bell公司计划在加拿大萨斯喀彻温省里贾纳市建设该国最大的AI数据中心，将把当地从一片宁静的草原变为建设热点。
Bell, largest AI data center, Regina, Saskatchewan, Canada
这一投资体现了加拿大在AI基础设施建设方面的雄心，旨在提升国家在人工智能领域的计算能力和竞争力。该项目也将为当地带来就业和经济发展机会。
The southern edge of Regina, Saskatchewan, is about to transform from quiet prairies into a hub of construction activity as Bell seeks to build the largest AI data center in the country. More in today’s Canada Daily newsletter. https://t.co/tMuMxJYqZV
@business ↗
美国银行（Bank of America）已就其涉嫌协助杰弗里·爱泼斯坦（Jeffrey Epstein）贩卖人口罪行的诉讼达成和解。
Bank of America, settles lawsuit, Jeffrey Epstein, trafficking crimes
此和解结束了一项备受关注的法律纠纷，尽管和解金额和条款未公开，但对于美国银行而言，解决这一声誉受损的案件可能有助于减轻长期法律和公关风险。
BREAKING: Bank of America settles lawsuit alleging they aided Jeffrey Epstein in trafficking crimes.
@polymarket ↗
预测市场平台Kalshi推出了10亿美元的“完美预测”疯狂三月（March Madness）挑战赛，承诺为完美预测者提供10亿美元奖金，并保证向最高分预测者提供100万美元，另有100万美元用于慈善和奖学金。
Kalshi, $1 Billion Perfect Bracket Challenge, March Madness, $1 Million guaranteed, $1 Million to charity
这项高额奖励的推广活动旨在吸引大量用户参与，提升Kalshi平台的知名度和用户活跃度。它也突显了预测市场在娱乐和竞赛领域的创新应用。
The $1 Billion Kalshi Perfect Bracket Challenge $1 Billion for a perfect bracket $1 Million guaranteed to the top scoring bracket $1 Million to charity and scholarships See the full rules and submit your bracket: https://t.co/VMEZInpNUE No purchase or deposit required. SIG https://t.co/5UPohB8wTC
@Kalshi ↗
BITMINE ($BMNR) 报告其财库总额为115亿美元，其中包括460万ETH、196 BTC、2亿美元Beast Industries股份和12亿美元现金。
BITMINE $BMNR, $11.5B treasury, 4.6M $ETH, 196 $BTC, $200M Beast Industries stake, $1.2B cash
BITMINE的庞大财库，特别是其持有的巨额以太坊和少量比特币，彰显了该加密货币公司强大的财务实力和对加密资产的战略性配置。这对于关注加密货币市场和相关上市公司的投资者来说是重要信息。
BITMINE $BMNR REPORTS $11.5B TREASURY INCLUDING 4.6M $ETH, 196 $BTC, $200M BEAST INDUSTRIES STAKE AND $1.2B CASH
@scottmelker ↗
联邦法官裁定，FTX联合创始人萨姆·班克曼-弗里德（Sam Bankman-Fried）的母亲无权代表其申请新审判。
FTX co-founder Sam Bankman-Fried's mother, judge ruling, cannot act on his behalf, new trial bid
这一法律裁决限制了SBF寻求新审判的法律途径，可能对其未来的法律策略产生重要影响。此案持续受到加密货币社区和法律界的关注，任何进展都可能影响对加密行业合规性的看法。
FTX co-founder Sam Bankman-Fried’s mother may have been a law professor at Stanford University. But the judge who sentenced her son to 25 years in prison said she can’t act on his behalf in his bid for a new trial https://t.co/5Ca1mf9pIp
@business ↗
美国银行（Bank of America）就其涉嫌协助杰弗里·爱泼斯坦（Jeffrey Epstein）贩卖人口的诉讼达成和解。
Bank of America, settles lawsuit, Jeffrey Epstein, trafficking crimes
BREAKING: Bank of America settles lawsuit alleging they aided Jeffrey Epstein in trafficking crimes.
@polymarket ↗
以太坊（$ETH）的价格上涨了10.5%。
$ETH, up 10.5%
有观点认为，在当前地缘政治冲突（如伊朗战争）背景下，加密货币可能成为伊朗等国家维持采购的唯一资金渠道，从而推高了价格，但此为猜测。
so anyone know why the coins are up? because it sure seems like it's the only money rails left for iran to keep purchasing weapons but idk tho
@mert ↗
比特币（#Bitcoin）在第三次尝试突破2026年高点锚定成交量加权平均价（AVWAP）后，正逼近其年初至今成交量加权平均价（YTD VWAP）。
#Bitcoin, YTD VWAP, AVWAP from the 2026 high
这一技术分析表明，YTD AVWAP可能是一个供应水平，建议在进一步确认之前对新购买保持谨慎。
Closing in on the 🟠YTD ⚓️VWAP for #Bitcoin after punching thru the 🔴AVWAP from the 2026 high on its third attempt. The YTD AVWAP is a level of interest that has the potential to offer supply which means tighten stops on trades and hold off on new purchases until there is a https://t.co/R3B8e6FWTh
@alphatrends ↗
Hyperliquid平台上的USDH稳定币供应量已达8200万美元，占该平台稳定币总供应量的12.4%，其采用率高于Aave平台上GHO稳定币（5.65亿美元，占Aave总锁定价值的4.7%）。
USDH, $82m, 12.4% of hyperliquid's stablecoin supply, GHO, $565m, 4.7% of aave's TVL
消息来源认为，USDH的增长是“HYPE”的先行指标，表明这个较年轻的协议具有更强的用户粘性。
USDH at $82m captures 12.4% of hyperliquid's stablecoin supply. GHO at $565m only captures 4.7% of aave's TVL. higher adoption rate on a younger protocol means stickier users. USDH growth is the leading indicator for HYPE that nobody's tracking. if it hits $200m by september
@aixbt_agent ↗
以太坊创始人Vitalik Buterin呼吁简化以太坊（$ETH）节点设置，并赞扬了一款旨在降低验证者复杂性的新型统一客户端。
Vitalik, Ethereum ($ETH) node setup, new unified client
VITALIK CALLS FOR SIMPLER ETHEREUM $ETH NODE SETUP, PRAISES NEW UNIFIED CLIENT TO REDUCE COMPLEXITY FOR VALIDATORS
@scottmelker ↗
由于恶劣天气（风暴和龙卷风预警）导致航班中断，一次关于加密货币税收的圆桌会议被推迟。
CRYPTO TAXES ROUNDTABLE, POSTPONED, FLIGHT DISRUPTIONS, STORMS AND TORNADO WARNINGS
这是此次政策会议的第二次延期，反映了非市场因素对监管进程的影响。
🇺🇸 CRYPTO TAXES ROUNDTABLE POSTPONED DUE TO FLIGHT DISRUPTIONS CAUSED BY STORMS AND TORNADO WARNINGS
@scottmelker ↗
摩根大通已任命张毅为中国投资银行业务联席主管，张毅此前供职于高盛。
JPMORGAN HIRES ZHANG YI CHINA INVESTMENT BANKING CO-HEAD
此次高管任命标志着摩根大通在中国竞争激烈的投行业务中的战略举措，可能影响市场份额和人才动态。
JPMorgan has hired Zhang Yi to co-head its China investment banking business with Michelle Wang, according to an internal memo. Zhang comes from Goldman Sachs, which is losing its second senior China banker in the past two months. https://t.co/LQc25VWw0Y
@business ↗
麦当劳CEO克里斯·坎普钦斯基（Chris Kempczinski）推广新“大拱门汉堡”（Big Arch burger）的病毒视频，在社交媒体上加剧了快餐业的“汉堡大战”。
MCDONALD'S CEO BIG ARCH BURGER VIRAL VIDEO
这一营销成功凸显了社交媒体在快餐业竞争和产品发布中日益增长的重要性。
The viral video of McDonald's CEO Chris Kempczinski trying the chain’s new Big Arch burger has taken fast food's burger war to social media. @BSteverman joins @svaneksmith and @chafkin on the Everybody's Business podcast to discuss the viral video and what it has to do with https://t.co/4dq6M4KSRH
@business ↗
好莱坞正经历裁员、整合和流媒体亏损，这引发了关于该行业未来的疑问。
HOLLYWOOD LAYOFFS, CONSOLIDATION, STREAMING LOSSES
这些趋势表明娱乐业正面临一个充满挑战的时期，其驱动因素是不断变化的消费者习惯和流媒体时代商业模式的转变。
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/ZZXB2x8daI https://t.co/63SMJp4yRC
@bbgoriginals ↗
以太坊（ETH）价格上涨10.5%。
ETH UP 10.5%
$ETH is up 10.5%.
@scottmelker ↗
以太坊创始人维塔利克·布特林（Vitalik Buterin）呼吁简化以太坊节点设置，并赞扬了一种旨在降低验证者复杂性的新型统一客户端。
VITALIK CALLS FOR SIMPLER ETHEREUM NODE SETUP
这项倡议旨在通过简化运行网络验证者的技术要求，提高以太坊的可访问性和去中心化程度。
VITALIK CALLS FOR SIMPLER ETHEREUM $ETH NODE SETUP, PRAISES NEW UNIFIED CLIENT TO REDUCE COMPLEXITY FOR VALIDATORS
@scottmelker ↗
一场关于美国加密货币税收的圆桌会议因暴风雨和龙卷风警报导致的航班中断而被推迟。
US CRYPTO TAXES ROUNDTABLE POSTPONED
此次推迟表明美国在加密货币监管和税收政策方面的关键讨论有所延误。
🇺🇸 CRYPTO TAXES ROUNDTABLE POSTPONED DUE TO FLIGHT DISRUPTIONS CAUSED BY STORMS AND TORNADO WARNINGS
@scottmelker ↗
比特币（BTC）在第三次尝试突破2026年高点锚定成交量加权平均价（AVWAP）后，正逼近其年初至今成交量加权平均价（YTD VWAP）。
BITCOIN APPROACHING YTD VWAP
这一技术分析表明比特币正在测试重要的价格水平，这可能预示着未来价格走向，具体取决于它找到支撑还是阻力。
Closing in on the 🟠YTD ⚓️VWAP for #Bitcoin after punching thru the 🔴AVWAP from the 2026 high on its third attempt. The YTD AVWAP is a level of interest that has the potential to offer supply which means tighten stops on trades and hold off on new purchases until there is a https://t.co/R3B8u6FWTh
@alphatrends ↗
一家华尔街公司在面临内幕交易诉讼的同时，仍在继续交易比特币。
WALL STREET FIRM TRADES BITCOIN AMID INSIDER TRADING SUIT
这凸显了传统金融与加密货币市场持续融合的现状，以及随之而来的监管和法律挑战。
Wall Street firm keeps trading Bitcoin as it faces insider trading suit.
@thestreet ↗
Redfin调查显示，目前49%的美国人难以负担常规租金或抵押贷款，高于2025年5月的44%，其中Z世代受影响最严重，高达67%。同时，2026年1月有44,698套去年下架的房屋重新上市，创2016年有数据以来的1月新高，标志着连续第五年年增。
49% Americans struggling with housing costs (up from 44% May 2025); 44,698 homes relisted Jan 2026
住房负担能力危机加剧，对年轻一代的经济压力尤为显著。与此同时，房屋供应的回升可能在一定程度上缓解市场紧张，但重新上市的房屋数量增长可能也反映了部分业主因高利率或经济压力而选择出售房产。
The US housing affordability crisis is somehow still getting worse: 49% of Americans are now struggling to afford their regular rent or mortgage payments, up from 44% in May 2025, according to a Redfin survey. Generation Z is hit the hardest, with 67% struggling to afford https://t.co/BbB52LTRxo
@kobeissiletter ↗
摩根士丹利预测，由于人工智能对软件行业的颠覆、高杠杆和即将到期的债务墙，直接贷款的违约率将上升至8%。
Direct lending default rates climb to 8% (Morgan Stanley)
这一预测凸显了在当前经济环境下，软件行业面临的结构性风险，尤其是AI技术可能带来的商业模式冲击，以及企业高负债和再融资压力对信贷市场的潜在影响。投资者需警惕相关领域的信贷风险。
Default rates in direct lending will climb to 8% amid AI disruption, high leverage and looming maturity walls within the software sector: Morgan Stanley. https://t.co/9GeL184Hjd
@lisaabramowicz1 ↗
阿里巴巴正在整合其人工智能服务和开发项目部门。
Alibaba, integrates AI services/development departments
这一举动可能旨在优化内部资源配置，提高AI业务的协同效率和产品落地速度。通过集中管理，阿里巴巴有望更好地整合其在AI领域的研发和商业化能力，以应对激烈的市场竞争。
阿里巴巴整合AI服务和开发项目部门
@business ↗
英伟达正在与各实验室合作，启动名为“Nemotron Coalition”的联盟项目。
Nvidia, Nemotron Coalition
此联盟可能旨在汇集多方力量，共同推动AI技术和应用的发展，尤其是在其芯片生态系统内。这种合作模式有助于加速创新，扩大英伟达在AI领域的生态影响力。
This is a really cool move by Nvidia and partnering labs [QT @ctnzr: More details on the Nemotron Coalition: https://t.co/FoiDMkodM9]
@beffjezos ↗
如果派拉蒙收购华纳兄弟探索公司，其首席执行官David Zaslav可能获得超过6.672亿美元，最高达8亿美元的离职补偿和其他款项。
Warner Bros. Discovery, David Zaslav, $667.2 million / $800 million, severance, Paramount acquisition
这笔巨额潜在补偿引发了市场和公众对高管薪酬的关注，尤其是在公司面临出售和整合之际。它也可能在一定程度上影响收购谈判的财务结构和投资者情绪。
Warner Bros. Discovery Chief Executive David Zaslav could collect $800 million in severance and other payments after rival Paramount acquires the media company, Warner said in a securities filing https://t.co/s5CRr4rszb
@wsjbusiness ↗
摩根大通已聘请高盛集团的张毅共同领导其中国投资银行业务，这是高盛在过去两个月内失去的第二位高级中国银行家。
JPMorgan, Zhang Yi, co-head China investment banking, Goldman Sachs
此举反映了华尔街大行在中国市场人才竞争的激烈程度，以及摩根大通对加强其中国投行业务的决心。高盛的人才流失可能对其在该区域的业务发展造成一定影响。
JPMorgan has hired Zhang Yi to co-head its China investment banking business with Michelle Wang, according to an internal memo. Zhang comes from Goldman Sachs, which is losing its second senior China banker in the past two months. https://t.co/LQc25VWw0Y
@business ↗
大众汽车据报道正在推动其驾驶辅助电动汽车（EV）的开发，而无需使用英伟达的技术。
Volkswagen, driver-assist EVs, without Nvidia
这一战略可能表明大众汽车寻求在关键技术上保持独立性，或已发展出替代方案，以避免对单一供应商的过度依赖。此举可能对英伟达在汽车AI领域的市场份额构成挑战，并影响行业内的竞争格局。
CNBC's The China Connection newsletter: Volkswagen pushes into driver-assist EVs without Nvidia, exec says https://t.co/yHFAQCoRKN
@cnbc ↗
日本日经指数上涨1.1%，主要受航运和金融板块股票上涨的推动。
Nikkei, +1.1%, shipping, financial stocks
日经指数的上涨显示了市场对日本经济的乐观情绪，尤其是在特定行业。航运股的强劲表现可能与全球贸易形势或区域经济活动有关，而金融股上涨则通常反映了市场对利率环境或经济增长的预期。
Nikkei Rises 1.1%, Led by Shipping, Financial Stocks https://t.co/bOlbETwUim
@wsjmarkets ↗
前总统特朗普已将其原定的访华行程推迟约一个月。
Trump, China visit postponed, one month
此次访问推迟可能受到当前中东地区紧张局势的影响，特朗普团队可能希望优先处理地缘政治危机。这可能给美中关系带来更多不确定性，或为双方提供了更多时间进行准备。
特朗普提出访华之行押后约一个月
@business ↗
尼日利亚东北部博尔诺州至少三地发生炸弹爆炸，造成多人死伤。伊拉克首都巴格达传出强烈爆炸声。塔利班表示，巴基斯坦对阿富汗喀布尔的一家戒毒医院发动了袭击。
Nigeria Borno state bombs, Baghdad explosion, Pakistan strikes Kabul
这些事件表明全球多个地区仍面临严重的内部和跨国冲突挑战，造成人道主义危机和地区不稳定。特别是中东地区的持续紧张局势，可能进一步影响区域乃至全球的安全格局。
Bombs exploded in at least three locations in northeastern Nigeria's Borno state Monday night, killing and injuring scores of people, the emergency services told The Associated Press. https://t.co/zrA0KNrjwP
@newshour ↗
在过去24小时内，约4.452亿美元的加密货币空头头寸被清算。
~$445.2M, crypto short positions, liquidated, 24h
巨额空头清算通常发生在市场价格大幅上涨时，表明多头力量占据主导，导致大量空头被迫平仓。这反映了加密市场近期可能出现强劲的上涨动能或情绪逆转。
~$445.2M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
以太坊联合创始人Vitalik Buterin呼吁简化以太坊节点设置，并赞扬了旨在降低验证者复杂性的新型统一客户端。
Vitalik Buterin, simpler Ethereum node setup, new unified client
Vitalik的呼吁旨在降低以太坊网络的门槛，吸引更多参与者运行节点，从而提高网络的去中心化程度和安全性。新型客户端的出现有望解决目前节点运行的复杂性问题，推动以太坊生态的健康发展。
VITALIK CALLS FOR SIMPLER ETHEREUM $ETH NODE SETUP, PRAISES NEW UNIFIED CLIENT TO REDUCE COMPLEXITY FOR VALIDATORS
@scottmelker ↗
Solana（SOL）期权已在Derive平台上线，为交易者提供了活跃的Solana生态系统链上期权市场。
SOL options, live on Derive, onchain options
这标志着Solana生态系统中金融衍生品市场的进一步成熟，为用户提供了更多风险管理和投机工具。链上期权可以提高透明度和可组合性，吸引更多专业交易者和DeFi用户。
SOL options are now live on Derive. Traders can access onchain options markets for one of the most active ecosystems in crypto.
@toly ↗
美国的一场加密货币税收圆桌会议因风暴和龙卷风警报导致的航班中断而被推迟。
Crypto Taxes Roundtable postponed, US, flight disruptions
此次会议的推迟凸显了即使是与政策和法规相关的关键讨论也可能受到外部因素的影响。尽管是短期延误，但加密税收法规的明确性对行业发展至关重要，任何推迟都可能影响市场预期。
🇺🇸 CRYPTO TAXES ROUNDTABLE POSTPONED DUE TO FLIGHT DISRUPTIONS CAUSED BY STORMS AND TORNADO WARNINGS
@scottmelker ↗
美国软件开发职位在Indeed上的发布量自年初以来增长了6.5%，自2025年5月以来增长了16.7%，达到2024年1月以来的最高水平。
US software development job postings, +6.5% since start of the year, +16.7% since May 2025, highest since January 2024
软件行业就业市场的回暖迹象表明该领域的需求正在增强，可能预示着更广泛的技术招聘复苏，对经济增长起到积极作用。
Software job postings are rebounding: US software development job postings on Indeed have increased +6.5% since the start of the year, to the highest since January 2024. Since May 2025, openings in this sector have risen +16.7%. As a result, the 21-day moving average is up to https://t.co/aUeOxIoy97
@kobeissiletter ↗
GalbotRobotics的人形机器人被展示出能够与人类玩家打网球并保持长时间的对攻，精确回球且动作高度拟人化。
Humanoid robots, play tennis, sustain long rallies with human players, highly human-like
这一进展表明人形机器人在复杂运动控制和实时交互方面取得了显著突破，为未来机器人与人类在物理世界中的协作和娱乐开辟了新的可能性。
Amazing work! [QT @ericyi0124: Tennis is an extremely challenging sport — even for humans. Yet together with @GalbotRobotics, we manage to teach humanoid robots to play it and sustain long rallies with human players. More importantly, it precisely returns incoming balls while maintaining highly human-like https://t.co/BSW9xIv0Cm]
@ericjang11 ↗
摩根大通已聘请张毅与王璐共同领导其中国投资银行业务，而高盛在过去两个月内已失去第二位高级中国银行家。
JPMorgan hired Zhang Yi, co-head China investment banking, Goldman Sachs losing senior China banker
此次高管变动反映了中国投行市场的人才竞争激烈，摩根大通旨在加强其在该地区的业务，而高盛则面临人才流失的挑战。
JPMorgan has hired Zhang Yi to co-head its China investment banking business with Michelle Wang, according to an internal memo. Zhang comes from Goldman Sachs, which is losing its second senior China banker in the past two months. https://t.co/LQc25VWw0Y
@business ↗
华纳兄弟探索公司CEO David Zaslav在公司被派拉蒙Skydance收购后，可能获得超过6.672亿美元（或8亿美元）的报酬，包括遣散费。
Warner Bros. CEO David Zaslav, could make more than $667.2 million, sale to Paramount Skydance, $800 million severance
这一巨额潜在收入凸显了大型媒体公司并购交易中高管薪酬的丰厚，但也可能引发公众对公司治理和股东利益的关注。
Warner Bros. Discovery Chief Executive David Zaslav could collect $800 million in severance and other payments after rival Paramount acquires the media company, Warner said in a securities filing https://t.co/s5CRr4rszb
@wsjbusiness ↗
巴西国家石油公司（Petrobras）将斥资4.5亿美元收购马来西亚国家石油公司（Petronas）在两个海上油田的股权。
Petrobras to purchase Petronas' stakes, two offshore fields, $450 million
这项4.5亿美元的收购交易显示了巴西国家石油公司在能源领域的扩张策略，旨在加强其海上油田资产组合。
Petrobras to purchase Petronas' stakes in two offshore fields for $450 million https://t.co/AmXRkFr9Iw https://t.co/AmXRkFr9Iw
@reutersworld ↗
Cantor已聘请来自巴克莱的乔·凯利共同领导其纽约咨询销售业务，此举是其强化核心业务的更广泛人事调整的一部分。
Cantor has hired Joe Kelly from Barclays, co-lead New York advisory sales
此次高管招聘旨在加强Cantor在关键市场的咨询销售能力，反映了金融服务行业对人才的持续竞争。
Cantor has hired Joe Kelly from Barclays to co-lead New York advisory sales, as part of a broader set of personnel moves to strengthen a core part of its business https://t.co/CE7McDMvar
@business ↗
澳大利亚Challenger公司将其对Pepper Money的收购报价下调至7.14亿美元。
Australia's Challenger lowers takeover offer, Pepper Money, $714 million
此次收购报价的下调可能反映了市场条件变化或尽职调查结果，可能影响Pepper Money的未来估值和交易进展。
Australia's Challenger lowers takeover offer for Pepper Money, values it at $714 million https://t.co/AMM43nm6dX https://t.co/AMM43nm6dX
@reutersbiz ↗
据报道，特朗普政府提议暂停对赞比亚的HIV援助，以迫使该国允许美国获取关键矿产。此外，美国国防部向爱达荷州一家矿场提供了8000万美元用于开采关键矿产。
Trump administration, withholding HIV assistance to Zambia, force the country to provide the U.S. access to critical minerals, $80 million from the Pentagon, Idaho mine
这一提案反映了美国在获取战略性关键矿产方面的紧迫性，以及其利用外交和援助手段来实现国家经济安全目标的策略，但可能引发人道主义和国际关系争议。
"The Trump administration has proposed withholding HIV assistance to Zambia to force the country to provide the U.S. access to critical minerals," per NYP
@unusual_whales ↗
特朗普总统正将目光投向古巴，寻求对其采取行动，并已获得唯一一位来自古巴的美国国会议员的公开支持。
Trump, sets sights on Cuba, U.S. Congressperson from Cuba openly supports President Trump’s actions
这一举动可能预示着美国对古巴政策的进一步收紧，并将在国内政治层面获得特定群体支持。
CNBC Daily Open: Trump seeks support on Hormuz as he sets sights on Cuba https://t.co/RAaGlmFg2q
@cnbc ↗
过去24小时内，约4.452亿美元的加密货币空头头寸被清算。
~$445.2M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
大规模空头清算通常表明市场出现剧烈波动，可能导致价格上涨，挤压空头，并为进一步的价格走势提供动力。
~$445.2M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
Solana (SOL) 期权现已在Derive平台上线，为交易者提供了访问其活跃生态系统中的链上期权市场的途径。
SOL options are now live on Derive, onchain options markets
这一新产品的上线扩大了Solana生态系统的金融服务范围，为投资者提供了更多风险管理和投机工具，可能增加Solana网络的流动性和交易量。
⛴️🛳️🚢 [QT @DeriveXYZ: SOL options are now live on Derive. Traders can access onchain options markets for one of the most active ecosystems in crypto. https://t.co/N0NEeGeXU]
@toly ↗
由于人工智能的影响，软件开发的瓶颈正从代码生成迅速转移到代码审查，而目前的系统和规范尚未为此做好准备。同时，AI也使得计算机科学专业的学生能够利用“vibecode”通过实验并获得高分，引发了对大学课程设置的质疑。
AI, code generation, code review, bottleneck, CS majors, vibecoding
AI正在深刻重塑软件开发流程和高等教育模式，技术人员和教育机构需要尽快适应新的挑战。代码审查效率的提升以及教育评估方式的改革，将是应对这些变化的当务之急。
The bottleneck has so quickly moved from code generation to code review that it is actually a bit jarring. None of the current systems / norms are setup for this world yet.
@officiallogank ↗
印度尼西亚新成立的国有棕榈油巨头任命行业资深人士穆罕默德·阿卜杜勒·加尼（Mohammad Abdul Ghani）担任其最高职务。
Indonesia, state-owned palm oil giant, Mohammad Abdul Ghani, CEO
这项任命为印度尼西亚这一关键行业带来了新的领导层，可能预示着国家在棕榈油生产和出口方面的战略调整，对全球棕榈油市场产生影响。
Indonesia’s new state-owned palm oil giant has appointed Mohammad Abdul Ghani to its top role, putting an industry veteran at the helm of the company that now controls vast swathes of the country’s plantations
@business ↗
由于亚洲地区波动不定的奖金周期，至少有六名来自全球投资银行的亚洲高级交易员辞职，转投企业职位，转向周期性较弱的行业。
Asia, investment banks, senior dealmakers resigned, corporate roles, volatile bonus cycle
这一趋势反映出金融行业人才对稳定性和周期性较弱职位的偏好，可能对亚洲投资银行的人才储备和业务能力构成挑战，并预示着金融专业人士职业路径的新变化。
At least half a dozen senior dealmakers at global investment banks in Asia have resigned to join corporate roles as the region’s volatile bonus cycle drives a talent shift toward less cyclical industries
@business ↗
在“citrini piece”发布后，稳定币的地位日益突出，CRCL价格翻倍，ETHBTC也表现强劲，表明山寨币跑赢大盘。
CRCL more than doubled, ETHBTC ripping, Bitcoin price movement, stablecoins
这一市场表现反映了加密货币投资者对稳定币和特定山寨币的信心增强，可能与宏观经济环境或特定项目进展有关，预示着加密市场内部资产配置的动态变化。
Maybe the real impact of the citrini piece was everyone realized stablecoins are gonna win? CRCL more than doubled now ETHBTC ripping, sky outpeformance, etc etc
@based16z ↗
鉴于社交媒体平台（如X）上的AI机器人未披露内容导致用户体验下降，有人呼吁FCC等政府机构立法强制披露AI生成的内容、回复和私信。
FCC should make undisclosed AI bot posts... a federal crime, X replies have become unusable
对AI在社交媒体上缺乏透明度的担忧日益增长，推动了对政府层面监管的呼吁，以维护信息真实性和用户体验。如果此类法规得以实施，将对社交媒体平台和AI工具的使用方式产生重大影响。
💯 FCC should make undisclosed AI bot posts, replies and DMs a federal crime with high fines, same EU It's fine if you post on social media with AI but it has to be disclosed, so we can easily filter it out Right now replies on @X have become unusable for me and many others [QT @mitchellh: It's so insanely disrespectful for an AI agent to talk to real people without consent or at least disclosure. This is the type of stuff I'm hugely supportive of government regulation. The FCC must expand the definition of robocalling and TCPA-style regulation to online AI.]
@levelsio ↗
印度尼西亚新成立的国有棕榈油巨头任命行业资深人士Mohammad Abdul Ghani为最高领导人，执掌该国大片种植园。
Indonesia’s new state-owned palm oil giant, Mohammad Abdul Ghani, appointed to its top role
这项任命将一位经验丰富的行业专家置于印度尼西亚关键经济部门的领导地位，预示着该国棕榈油产业可能在产量和市场战略方面迎来新方向。领导层的稳定和专业化有助于提升公司在全球市场的竞争力。
Indonesia’s new state-owned palm oil giant has appointed Mohammad Abdul Ghani to its top role, putting an industry veteran at the helm of the company that now controls vast swathes of the country’s plantations https://t.co/GIQQJMa1Mr
@business ↗
至少有六名来自亚洲全球投资银行的资深交易员辞职转投企业界，原因是该地区波动的奖金周期促使人才流向周期性较弱的行业。
half a dozen senior dealmakers, global investment banks in Asia, resigned to join corporate roles, volatile bonus cycle
这一趋势表明，金融行业高强度和不稳定的薪酬模式正促使资深人才寻求更稳定的职业发展路径。这对亚洲的投资银行业构成了人才流失的挑战，可能影响其未来业务运营和竞争格局。
At least half a dozen senior dealmakers at global investment banks in Asia have resigned to join corporate roles as the region’s volatile bonus cycle drives a talent shift toward less cyclical industries https://t.co/Fj9D42Ig4pA
@business ↗
加拿大亿万富翁Stephen Smith及其家族控股公司已达成协议，收购《经济学人》杂志发行商的少数股权。
Stephen Smith, acquire a minority stake, publisher of The Economist magazine
此次收购是媒体行业的重要股权变动，尽管是少数股权，但可能预示着《经济学人》杂志未来战略方向或运营模式的潜在影响。此举也反映了富裕投资者对知名媒体资产的持续兴趣。
Canadian billionaire Stephen Smith and his family holding company have reached an agreement to acquire a minority stake in the publisher of The Economist magazine, according to the companies https://t.co/lCmy5imb1j
@business ↗
另类资产管理公司TPG在新加坡和马来西亚成立了一个老年医疗服务集团，包括16家养老院和医疗运输服务。
TPG, established a health-care services group, senior citizens in Singapore and Malaysia, 16 nursing homes
TPG的这一战略举措旨在抓住东南亚地区不断增长的老年护理市场机遇，显示了私募股权公司对人口老龄化趋势下医疗服务领域的投资兴趣。此举将为新加坡和马来西亚的老年人提供更全面的护理和支持服务。
Alternative asset manager TPG has established a health-care services group for senior citizens in Singapore and Malaysia, with 16 nursing homes and ambulances and other medical transport services https://t.co/iN4E1cvlhc
@business ↗
比特币价格正在上涨，并完美遵循了“Great Martis”在2月26日图表中预测的“下楼梯模式”（down stairs pattern）的走势。
Bitcoin moving up, following my projection to perfection, Feb 26th chart, December's capitulation
这项分析表明比特币市场可能遵循特定的技术模式，预示着基于历史走势的持续增长。虽然是个人分析，但其对近期走势的准确性引发了市场关注。
Bitcoin ✨ My entire feed: “Martis you wanker, you’re wrong” *Refer to my Feb 26th chart for clarity. Not only was I spot on, it’s following my projection to perfection. Tuus vere, The Great Martis🙏 https://t.co/SllyGQSoPC
@great_martis ↗
Unusual Whales将其MCP和API产品整合了Polymarket数据，使AI助手能够连接到实时预测市场数据，以用于潜在的交易机器人和仪表盘。
Polymarket data, MCP and API offerings, AI assistant, prediction market data
此次整合使AI应用能够更便捷地访问预测市场数据，有望促进加密货币和更广泛金融领域中新型算法交易策略和复杂市场分析工具的开发。
Good night to everyone: [QT @unusual_whales: BREAKING: We just added Polymarket data to all of our MCP and API offerings You can now connect any AI assistant to live, structured prediction market data Build a potential insider trading copy bot. Build a smart money tracking dashboard. Build whatever you want. https://t.co/qMKBvKw2k4]
@unusual_whales ↗
特朗普支持的World Liberty Financial (WLFI) 将为质押超过500万美元WLFI代币180天的用户提供“保证访问”其团队的权利。
Trump-backed World Liberty Financial, $WLFI, staking $5M+, 180 days
这项新产品将政治背书与高价值加密货币质押激励结合，旨在通过承诺独家访问权吸引大量资本，但也引发了政治人物与数字资产融合的疑问。
NEW: TRUMP-BACKED WORLD LIBERTY FINANCIAL TO GRANT "GUARANTEED ACCESS" TO TEAM FOR USERS STAKING $5M+ IN $WLFI FOR 180 DAYS
@scottmelker ↗
三星在上市约三个月后，正在停售其售价2899美元的Galaxy Z TriFold智能手机。
Samsung is winding down sales of its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market
这一迅速停产表明该产品未能达到销售或性能预期。
Samsung is winding down sales of its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market https://t.co/DTNxhQsghx
@business ↗
法国巴黎银行（BNP Paribas）的保险部门正接近达成协议，收购印度第一人寿保险（IndiaFirst Life Insurance）的少数股权，以扩大其在南亚的业务。
BNP Paribas’ insurance unit is nearing a deal to buy a minority stake in IndiaFirst Life Insurance
这笔交易将加强法国巴黎银行在不断增长的南亚保险市场的业务足迹。
BNP Paribas’ insurance unit is nearing a deal to buy a minority stake in IndiaFirst Life Insurance, sources say, potentially expanding the bank’s presence in South Asia https://t.co/1OPl8E3HCH
@business ↗
Unusual Whales已将其MCP和API产品整合了Polymarket数据，允许AI助手访问实时、结构化的预测市场数据。
Unusual Whales just added Polymarket data to all of our MCP and API offerings
这一进展为分析预测市场数据提供了新工具，可能用于交易策略或市场情报。
Good night to everyone: [QT @unusual_whales: BREAKING: We just added Polymarket data to all of our MCP and API offerings You can now connect any AI assistant to live, structured prediction market data Build a potential insider trading copy bot. Build a smart money tracking dashboard. Build whatever you want. https://t.co/qMKBvKw2k4]
@unusual_whales ↗
Polymarket已就加州是否会通过选民身份验证要求启动了一个新的预测市场。
NEW POLYMARKET: Will California pass voter ID requirement?
这代表了一个活跃的预测市场，反映了公众对特定政治结果的兴趣。
🚨 NEW POLYMARKET: Will California pass voter ID requirement? https://t.co/zndOwTVyyF
@polymarket ↗
特朗普支持的World Liberty Financial（WLFI）宣布，用户若质押超过500万美元的$WLFI代币180天，将获得其团队的“保证访问权”。
TRUMP-BACKED WORLD LIBERTY FINANCIAL TO GRANT "GUARANTEED ACCESS" TO TEAM FOR USERS STAKING $5M+ IN $WLFI FOR 180 DAYS
这是一个由与政治人物相关的加密项目提供的高激励质押计划，旨在吸引大额投资者以获得特权访问。
NEW: TRUMP-BACKED WORLD LIBERTY FINANCIAL TO GRANT "GUARANTEED ACCESS" TO TEAM FOR USERS STAKING $5M+ IN $WLFI FOR 180 DAYS
@scottmelker ↗
Pendle通过单次集成成功转化了16%的USDG持有者，吸引了491个钱包进入提供5.3%固定年化收益率的PT-USDG市场。
pendle converted 16% of all USDG holders from a single integration. 491 wallets out of 3,088 total came through PT-USDG markets offering 5.3% fixed APY.
这表明Pendle通过有吸引力的固定年化收益率和集成，有效吸引了特定稳定币用户群体的很大一部分，突显了其作为“分发层”的作用。
pendle converted 16% of all USDG holders from a single integration. 491 wallets out of 3,088 total came through PT-USDG markets offering 5.3% fixed APY. as stablecoin dominance drops from 95% to 84%, every new entrant needs a distribution layer. pendle is becoming the gateway
@aixbt_agent ↗
SpaceX的猎鹰9号火箭从加利福尼亚成功发射了25颗星链（Starlink）卫星，并确认部署成功。
Falcon 9, 25 Starlink satellites, California, deployment confirmed
此次发射进一步扩展了Starlink的卫星网络，旨在提升全球互联网覆盖和容量。
Watch Falcon 9 launch 25 @Starlink satellites to orbit from California https://t.co/UOarP0wbQN
@spacex ↗
AI语言和艺术模型正以“每年10倍”的速度发展，其进步速度超越了摩尔定律。
AI language & art models, 10x a year, Moore's Law
这种快速发展预示着AI技术将在短期内对就业和行业产生深远影响，许多早期用户对这种快速变化有着深刻认知。
I think most people who are not playing with these technologies are way underestimating the speed of advancement in "creative" AIs & how much of an impact that is going to have on many jobs, soon. AI language & art models are growing at 10x a year. Beyond Moore's Law pacing. 1/
@emollick ↗
中国国有金融机构的高级银行家们正准备迎接至少30%的奖金削减。
China, state-backed financial firms, senior bankers, bonus cuts, at least 30%
奖金大幅削减可能反映了中国金融行业面临的经济压力或政府对金融机构薪酬结构的调整，可能影响行业士气和人才流动。
Some senior bankers at China’s state-backed financial firms are bracing for bonus cuts of at least 30%
@business ↗
欧洲地中海地震中心（EMSC）报告称，古巴发生里氏6级地震。
Magnitude 6 earthquake, Cuba, EMSC
Magnitude 6 earthquake strikes Cuba, EMSC says https://t.co/PR76hTRZhu https://t.co/PR76hTRZhu
@reutersworld ↗
自伊朗战争爆发以来，加密货币在各类资产中表现突出。
Cryptocurrencies, winners, asset classes, Iran war
尽管全球地缘政治紧张，加密货币市场显示出韧性，可能被投资者视为避险资产或对冲传统市场风险的工具。
Cryptocurrencies have stood out as winners among asset classes since the outbreak of the war with Iran https://t.co/6upnhW2Fqb
@business ↗
ShapeShift创始人Erik Voorhees在过去24小时内购买了13,986枚以太坊（ETH），价值2944万美元USDT；在过去6天内共购买了21,293枚ETH，价值4452万美元USDT。
Erik Voorhees, 13,986 ETH, $29.44M USDT (24h), 21,293 ETH, $44.52M USDT (6 days)
知名加密货币投资者的巨额购买行为可能被视为市场信心增强的信号，尤其是在以太坊价格约为2091美元时，表明其对ETH的长期看好。
In the past 24 hours, Erik Voorhees (@ErikVoorhees), founder of ShapeShift, has bought 13,986 $ETH for $29.44M $USDT. In the past 6 days, he has bought 21,293 $ETH for $44.52M $USDT at a price of $2,091.
@asvanevik ↗
一位印度前央行官员表示，印度至少需要1万亿美元的外汇储备缓冲，以确保其拥有强大的干预能力。
India needs a forex reserve buffer of at least $1 trillion.
这一观点强调了在当前全球经济不确定性下，印度为应对外部冲击、维持金融稳定所需的大额外汇储备规模。
India needs a forex reserve buffer of at least $1 trillion to ensure robust intervention capacity, according to a former central bank official https://t.co/QmBHXzs6c2
@business ↗
哈萨克斯坦计划在3月份向里海输油管联盟(CPC)输送47.4万吨石油。
Kazakhstan to send 474k tons of oil to CPC in March.
这批石油输送计划表明了中亚地区对全球能源供应的持续贡献，尤其是在当前国际油市波动加剧的背景下。
Kazakhstan to send 474k tons of oil to CPC in March
@financialjuice ↗
SpaceX确认成功部署了25颗星链（Starlink）卫星。
Deployment of 25 @Starlink satellites confirmed.
此次部署是SpaceX持续扩展其全球卫星互联网服务Starlink网络的重要一步，旨在提升覆盖范围和连接能力。
Deployment of 25 @Starlink satellites confirmed
@spacex ↗
消息人士称，谷歌正在与英维克（Envicool）及其他中国公司洽谈，采购用于所有数据中心的液冷系统。
Google in discussions with Envicool and other Chinese firms regarding procurement of liquid cooling systems for all data centres.
谷歌此举表明其在数据中心散热技术方面寻求创新解决方案，以应对AI计算带来的高能耗挑战，并可能预示着液冷技术在行业内的普及。
Google in discussions with Envicool and other Chinese firms regarding procurement of liquid cooling systems for all data centres - sources:
@financialjuice ↗
三星在上市大约三个月后，正在停止销售其售价2899美元的Galaxy Z TriFold折叠屏智能手机。
Samsung is winding down sales of its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market.
这一决定可能反映了市场对高端折叠屏手机的需求未达预期，或该产品在上市后表现不佳，促使三星调整其产品策略。
Samsung is winding down sales of its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market https://t.co/DTNxhQsghx
@business ↗
eYou公司筹集了30万欧元，旨在推出一个内置AI实时可信度检查和用户可编辑算法配置的社交平台。
eYou raised €300K to launch a social platform with AI credibility check.
这家初创公司致力于利用人工智能解决社交媒体上的虚假信息问题，通过技术手段提升内容的可信度，并赋予用户更多个性化控制。
Just In: Real-time fact-checking built into the feed itself. eYou raised €300K to launch a social platform where every post gets an AI credibility check, and users can edit their own algorithm profile. https://t.co/dHb6ZcKt7r
@thenextweb ↗
中国国有金融机构的高级银行家正准备迎接至少30%的奖金削减。
Senior bankers at China’s state-backed financial firms are bracing for bonus cuts of at least 30%.
此次奖金削减反映了中国金融行业在当前经济环境下可能面临的盈利压力或监管调整，对金融从业者的收入产生直接影响。
Some senior bankers at China’s state-backed financial firms are bracing for bonus cuts of at least 30% https://t.co/9vKhwY3mHy
@business ↗
法国巴黎银行（BNP Paribas）的保险部门正接近达成协议，收购印度第一人寿保险（IndiaFirst Life Insurance）的少数股权，可能扩大该银行在南亚的业务。
BNP Paribas’ insurance unit is nearing a deal to buy a minority stake in IndiaFirst Life Insurance.
这项潜在收购将是法国巴黎银行在印度金融服务市场扩张的重要举措，有助于其深化在该地区的业务布局。
BNP Paribas’ insurance unit is nearing a deal to buy a minority stake in IndiaFirst Life Insurance, sources say, potentially expanding the bank’s presence in South Asia https://t.co/1OPl8E3HCH
@business ↗
印度Kotak另类资产管理公司（Kotak Alternate Asset Managers）正寻求为其第三支私募信贷基金募资高达20亿美元。
India’s Kotak Alternate Asset Managers is aiming to raise as much as $2 billion for its third private credit fund.
这项募资目标反映了市场对印度私募信贷领域的持续兴趣，以及该资产管理公司在获取机构投资者资金方面的能力。
India’s Kotak Alternate Asset Managers is aiming to raise as much as $2 billion for its third private credit fund, according to a top executive https://t.co/kbXdl4IVIN
@business ↗
非洲最大的按资产计保险公司Old Mutual在2025年报告了连续第二年的创纪录盈利，其一般保险和财富管理业务均有所增长。
Old Mutual reported record profit for a second year in 2025.
Old Mutual的持续强劲表现表明非洲保险和财富管理市场需求旺盛，公司业务增长势头良好。
Old Mutual reported record profit for a second year in 2025 as Africa’s largest insurer by assets saw gains in its general insurance and wealth businesses https://t.co/5uy7uleKAu
@business ↗
美国前总统唐纳德·特朗普再次批评英国在伊朗战争问题上的立场，这反映了英美关系的紧张。
Trump criticizes UK stance on Iran war.
此次批评表明英美两国在处理中东冲突问题上存在明显分歧，可能进一步影响两国的联盟关系和外交协调。
【特朗普再度抨击英国在伊朗战争问题上立场“糟糕”】美国总统的批评反映出英美关系的紧张，但可能在国内反而强化斯塔默的政治地位。https://t.co/a2xM6wACE2 https://t.co/sfQleQwkCU
@ftchinese ↗
ShapeShift创始人Erik Voorhees在过去24小时内购买了13,986枚ETH，价值2944万美元；在过去6天内共购买了21,293枚ETH，价值4452万美元，平均价格为2091美元。
Erik Voorhees bought 13,986 ETH for $29.44M USDT (24h), 21,293 ETH for $44.52M USDT (6 days), average price $2,091.
这笔大额以太坊购买交易显示了知名加密领域人士对ETH的看好和积极投入，可能对市场情绪和价格走势产生积极影响。
FWIW this is a custom label - a user that added their own label (not tagged by Nansen) you can tell by the green icon [QT @OnchainLens: In the past 24 hours, Erik Voorhees (@ErikVoorhees), founder of ShapeShift, has bought 13,986 $ETH for $29.44M $USDT. In the past 6 days, he has bought 21,293 $ETH for $44.52M $USDT at a price of $2,091. Address: 0x431dce06f8a098c6f70ca6cecdca87281ef10c91 https://t.co/MCh84S4FUE]
@asvanevik ↗
自伊朗战争爆发以来，加密货币在各类资产中表现突出，成为赢家。
Cryptocurrencies have stood out as winners among asset classes since the outbreak of the war with Iran.
在地缘政治冲突和传统市场不确定性加剧的背景下，加密货币被视为一种另类避险或高增长资产，吸引了资金流入。
Cryptocurrencies have stood out as winners among asset classes since the outbreak of the war with Iran https://t.co/6upnhW2Fqb
@business ↗
越南公司正争相申请加密货币牌照，因为河内计划禁止海外加密交易。
Vietnam firms vie for crypto licences as Hanoi plans ban on overseas trading.
越南政府此举旨在规范国内加密市场，将交易活动限制在受监管的本土平台，以加强对资本流动的控制和风险管理。
Vietnam firms vie for crypto licences as Hanoi plans ban on overseas trading https://t.co/k1mXLG1VPB
@reutersasia ↗
“fartcoin”在昨日上涨了25%，成为某些观察名单上的最大赢家。
fartcoin +25% yesterday, top gainer.
这一显著涨幅反映了某些非主流加密资产可能受到特定消息或社区热度驱动，在短时间内实现快速增值。
fartcoin +25% yesterday, any news? [QT @Bluntz_Capital: fartcoin now the top gainer for the day out of my whole watchlist. damn it feels good picking the fastest 🏇 https://t.co/LgpNNUJmnw]
@macrocrg ↗
加拿大2月份房屋销售环比下降1.3%。
Canadian home sales, -1.3%, February
加拿大房屋销售的下降反映了持续的经济不确定性，迫使卖家提供更大的折扣以吸引不愿购买的买家，表明房地产市场正在降温。
Canadian home prices dropped in February as lingering economic uncertainty forced sellers to offer bigger discounts to reluctant buyers https://t.co/sGj2aTo9IL
@business ↗
埃塞俄比亚今年已花费13.5亿美元来捍卫其本国货币比尔，相当于其已知央行储备的约四分之一。
Ethiopia, $1.35 billion, birr currency defense
这笔巨额支出凸显了新兴市场国家在维持货币稳定方面面临的巨大压力和挑战，尤其是在全球经济不确定性加剧的背景下。
Ethiopia has spent a total of $1.35 billion to defend its birr currency this year, an amount that equates to roughly a quarter of its known central bank reserves https://t.co/d53yNkmpNe
@business ↗
印度尼西亚中央银行维持其基准利率不变，同时采取更为鹰派的立场，以应对中东战争对通胀和印尼盾可能造成的影响。
Indonesia central bank, benchmark interest rate unchanged
印尼央行在通胀和汇率压力下采取了谨慎的政策立场，密切关注中东战事对其国内经济稳定性的潜在冲击。
Indonesia’s central bank kept its benchmark interest rate unchanged and took on a more hawkish tone as policymakers monitor the ripple effects of war in the Middle East on inflation and the rupiah https://t.co/iNLJusV8N
@business ↗
德国投资者乐观情绪恶化程度远超预期，原因是伊朗战争抑制了欧洲最大经济体强劲复苏的希望。
German investor optimism, Iran war
中东冲突对欧洲经济信心产生了直接负面影响，德国投资者对未来经济前景的展望因此变得更为悲观。
German investor optimism worsened far more than expected as the war in Iran tempers hopes that Europe’s largest economy is on the cusp of a strong revival https://t.co/F6GqE5OEqh
@business ↗
英国宣布将投资超过10亿美元用于量子计算研究。
UK, $1 billion, quantum computing
这项重大投资表明英国致力于提升其在量子计算这一前沿战略技术领域的能力和地位，旨在未来科技竞争中占据优势。
JUST IN: UK to invest over $1 billion into quantum computing research.
@polymarket ↗
美国海军和总务管理局(GSA)向Gecko Robotics授予了一份价值高达7100万美元的合同，用于采购其壁爬机器人。
US Navy, GSA, Gecko Robotics, $71 million contract, wall-climbing robots
这份合同突显了军事和政府部门对先进机器人技术的日益采纳，旨在利用自动化技术提高关键基础设施的维护和检测效率。
The US Navy and the General Services Administration awarded a contract worth up to $71 million to Gecko Robotics to use its wall-climbing robots https://t.co/8KOmJpdFUL
@business ↗
北欧银行（Nordea Bank）计划裁员多达1500人，原因在于其预计AI技术将提高流程效率并削减成本。
Nordea Bank, 1,500 jobs, AI, efficiency, cost cuts
这一举动表明AI技术的广泛应用正在金融行业产生切实影响，企业正利用AI优化运营，从而导致劳动力结构的调整和人员削减。
Nordea Bank is putting as many as 1,500 jobs at risk as it expects AI to make processes more efficient and cut costs https://t.co/bT8F9J1H2z
@business ↗
美国参议员已要求字节跳动立即关闭其Seedance AI视频应用。
US Senators, ByteDance, Seedance AI video app, shut down
此举反映出美国立法者对中国科技公司开发的AI应用日益增强的监管审查和国家安全担忧，尤其关注数据处理和内容管理方面。
Senators tell ByteDance to 'immediately shut down' Seedance AI video app https://t.co/CzWBKZi39o
@cnbc ↗
特斯拉计划在美国建造一座耗资43亿美元的电池工厂。
Tesla, $4.3 billion, battery plant, U.S.
这项重大投资表明特斯拉致力于在美国本土生产关键电动汽车零部件，这有望提振投资者信心，并增强美国的供应链韧性。
Tesla to Build $4.3 Billion Battery Plant in U.S. It Can Boost the Slumping Stock.
@barronsonline ↗
摩根大通计划在波士顿新增数百个工作岗位，并成为该市最新摩天大楼的主力租户。
JPMorgan Chase, hundreds of jobs, Boston
这一扩张计划体现了摩根大通在波士顿市场的业务增长和投资承诺，同时也是当地就业市场的好消息。
JPMorgan Chase & Co. plans to add hundreds of jobs in Boston after agreeing to become the anchor tenant in the city’s newest skyscraper https://t.co/qGuTyQc4xR
@business ↗
莱卡公司（The Lycra Company）已在美国得克萨斯州申请了破产保护（Chapter 11）。
Lycra Company, Chapter 11 bankruptcy
此举标志着这家知名面料制造商面临严重的财务困境，可能对其供应链、合作伙伴及整个纺织行业产生影响。
The Lycra Company has filed for Chapter 11 bankruptcy in Texas https://t.co/dvGUFUvK7
@business ↗
法国兴业银行（Societe Generale SA）与法国互助信贷银行Arkéa（Crédit Mutuel Arkéa）签署了一份谅解备忘录，将出售法国兴业证券服务（Societe Generale Securities Services）的一个关键部门。
Societe Generale Securities Services, sale to Crédit Mutuel Arkéa
此举是法国兴业银行持续进行业务重组和资产优化的战略一部分，旨在剥离非核心业务，以提升整体盈利能力和市场竞争力。
Societe Generale SA and Crédit Mutuel Arkéa have signed a memorandum of understanding for the sale of a key division of Societe Generale Securities Services https://t.co/acx6pziUdY
@business ↗
汇丰控股（HSBC Holdings Plc）发行了自伊朗冲突爆发以来的首批主要货币附加一级（Additional Tier 1）债券。
HSBC, Additional Tier 1 bonds
此次债券发行表明市场对银行高风险资本工具仍有需求，同时也反映了在当前地缘政治背景下，银行仍在积极寻求多样化的融资渠道。
HSBC Holdings Plc is selling the first major-currency Additional Tier 1 bonds since the Iran conflict began https://t.co/5Tf2cJ6eLB
@business ↗
比特币价格已正式重返75,000美元。
Bitcoin, $75,000
这一价格里程碑标志着比特币市场的积极势头，可能反映了投资者信心的恢复或对特定市场催化剂的反应。
🤔 https://t.co/e3HhPWYU9y [QT @WatcherGuru: JUST IN: Bitcoin officially reclaims $75,000 https://t.co/tq1mqnkNYA]
@paoloardoino ↗
自伊朗战争爆发以来，加密货币在各类资产中表现突出，成为赢家。
Cryptocurrencies, winners, Iran war
中东冲突似乎正在促使资金流入加密货币市场，这表明在当前地缘政治不确定时期，加密货币可能被视为一种避险资产或与传统市场不相关的资产。
Cryptocurrencies have stood out as winners among asset classes since the outbreak of the war with Iran https://t.co/6upnhW2Fqb
@business ↗
加拿大2月份房价下跌，房屋销售额环比下降1.3%。
Canadian home prices dropped; sales fell 1.3% in February
经济不确定性导致买家犹豫，迫使卖家提供更大折扣，表明加拿大房地产市场持续承压。
Canadian home prices dropped in February as lingering economic uncertainty forced sellers to offer bigger discounts to reluctant buyers https://t.co/sGj2aToIL
@business ↗
印度尼西亚央行维持基准利率不变，并采取了更为鹰派的立场，密切关注中东战争对通胀和印尼盾的影响。
Indonesia central bank kept benchmark interest rate unchanged; hawkish tone
尽管利率稳定，但印尼央行的鹰派姿态表明其对地缘政治风险及其潜在通胀影响的担忧，可能预示未来政策有收紧空间。
Indonesia’s central bank kept its benchmark interest rate unchanged and took on a more hawkish tone as policymakers monitor the ripple effects of war in the Middle East on inflation and the rupiah https://t.co/iNLbJusV8N
@business ↗
埃塞俄比亚今年已花费13.5亿美元捍卫其比尔货币，约占其已知央行储备的四分之一。
Ethiopia spent $1.35 billion to defend its birr currency; equates to roughly a quarter of its known central bank reserves
这一巨额支出表明埃塞俄比亚正面临严重的货币贬值压力，且其外汇储备消耗迅速，可能引发市场对该国经济稳定性的担忧。
Ethiopia has spent a total of $1.35 billion to defend its birr currency this year, an amount that equates to roughly a quarter of its known central bank reserves https://t.co/JnHjLMLjk
@business ↗
中国国有金融机构的高级银行家正准备迎接至少30%的奖金削减。
China’s state-backed financial firms; bonus cuts of at least 30%
这一举措反映了中国金融行业面临的盈利压力和监管调整，可能预示着更广泛的行业收缩和去杠杆化。
Some senior bankers at China’s state-backed financial firms are bracing for bonus cuts of at least 30% https://t.co/9vKhwY3mHy
@business ↗
百度正寄希望于OpenClaw的突破性成功，以抵消其核心业务的下滑。
Baidu; OpenClaw; offset decline in core business
这表明百度正将AI技术视为其转型的关键，试图通过新的AI产品来重振公司业绩和市场竞争力。
Baidu is betting on the breakout success of OpenClaw to offset a decline in its core business https://t.co/McbpyR4Oq4
@business ↗
Unusual Whales已将其Polymarket数据整合到其MCP和API产品中，允许任何AI助手连接到实时的结构化预测市场数据。
Unusual Whales; Polymarket data; AI assistant integration
这一集成使AI能够实时获取并分析预测市场数据，为智能交易机器人、智能资金追踪等应用提供了新工具，拓宽了AI在金融领域的应用边界。
Good morning to everyone: [QT @unusual_whales: BREAKING: We just added Polymarket data to all of our MCP and API offerings You can now connect any AI assistant to live, structured prediction market data Build a potential insider trading copy bot. Build a smart money tracking dashboard. Build whatever you want. https://t.co/qMKBKkw2k4]
@unusual_whales ↗
Pokémon GO玩家无意中通过游戏生成了超过300亿次真实世界扫描数据，这些数据现正被用于帮助自动送货机器人在城市街道上导航。
Pokémon GO; 30 billion real-world scans; train delivery robots
这展示了现有消费者数据在AI和机器人技术发展中的意外价值，通过非传统方式为自动驾驶和物流领域提供了宝贵的训练资源。
Pokémon GO was 10y ago. TEN YEARS!! [QT @Dexerto: Pokemon Go players unknowingly helped train delivery robots after generating over 30 billion real-world scans through the game That data is now being used to help autonomous robots navigate city streets https://t.co/fUL7hvtnwa]
@giffmana ↗
Nordea银行预计AI将提高效率并削减成本，因此将有多达1500个工作岗位面临风险。
Nordea Bank; 1,500 jobs at risk; AI efficiency
这一事件凸显了AI技术对传统行业劳动力市场的深远影响，预示着未来更多企业可能通过AI优化流程以实现成本节约，但同时也带来就业岗位的调整压力。
Nordea Bank is putting as many as 1,500 jobs at risk as it expects AI to make processes more efficient and cut costs https://t.co/bT9J1H2z
@business ↗
莱卡公司（The Lycra Company）已在美国得克萨斯州申请破产保护（Chapter 11）。
The Lycra Company; filed for Chapter 11 bankruptcy in Texas
这一破产申请标志着这家知名材料公司面临严重的财务困境，可能引发对其品牌未来和行业供应链的影响。
The Lycra Company has filed for Chapter 11 bankruptcy in Texas https://t.co/dvGUFUulK7
@business ↗
埃隆·马斯克证实，新款特斯拉Roadster预计将在四月下旬揭幕。
Tesla Roadster unveil; probably in late April
这一产品发布预告有望为特斯拉带来市场关注和潜在的销售增长，也反映了其在高性能电动汽车领域的持续创新。
True. New Roadster unveil probably in late April.
@elonmusk ↗
美国海军和总务管理局（GSA）授予Gecko Robotics一份价值高达7100万美元的合同，用于采购其爬壁机器人。
US Navy and GSA; $71 million contract; Gecko Robotics; wall-climbing robots
这项合同表明Gecko Robotics的机器人技术在军事和政府维护领域得到了认可，预示着其在基础设施检查和维护市场上的增长潜力。
The US Navy and the General Services Administration awarded a contract worth up to $71 million to Gecko Robotics to use its wall-climbing robots https://t.co/8KOmJpdFUL
@business ↗
乌克兰战争已经削减了美国的导弹库存，而伊朗战争正在进一步耗尽美国的供应。
Ukraine war; Iran war; American missile stockpiles depleting
两场主要军事冲突同时进行，对美国国防工业的产能和战略储备构成了显著挑战，可能影响其未来在全球范围内的军事投射能力。
The war in Ukraine has already put a dent in American missile stockpiles. And now the war in Iran is further depleting supply. On this episode of the Odd Lots podcast, Tom Karako, director of the Missile Defense Project at the Center for Strategic and International Studies, https://t.co/LNkCXnBJO7
@business ↗
加拿大房屋市场在2月份房价下跌，销量下降1.3%，且信用评分较高的房主拖欠抵押贷款的情况增加，但外国投资流入量创2007年以来新高。
Canadian home prices dropped, sales fell 1.3% in February, stronger credit score homeowners defaulting, Foreign investment inflow into Canada highest since 2007
这反映了加拿大房地产市场面临的压力，即使是信用良好的借款人也感受到还款困难，但与此同时，该国整体经济在吸引外国资本方面表现强劲，显示出经济结构性差异或不同领域的投资者信心。
BREAKING: Iranian leader and intelligence chief Ali Larijani has been killed in an Israeli strike.
@unusual_whales ↗
美国社会保障应税收入上限已提高至2026年的184,500美元。
Social Security taxable earnings cap, jumped to $184,500 for 2026
这一调整意味着高收入者将为社会保障系统缴纳更多税款，从而增加其纳税负担，并影响雇主的薪资成本计算。
The Social Security taxable earnings cap just jumped to $184,500 for 2026.
@thestreet ↗
由于主要生产国刚果的出口限制，全球钴短缺预计将持续到2030年。
Global cobalt shortages, persist through 2030, export restrictions from Congo
钴是电动汽车电池和电子产品等关键行业的重要原材料，长期的供应短缺将对全球供应链造成持续挑战，并可能影响相关产业的发展和成本。
Global cobalt shortages are expected to persist through 2030 as export restrictions from top producer Congo impact the supply chain, according to Darton Commodities
@business ↗
宾利汽车计划裁员275人，原因是其在中国的销量下滑、电动汽车需求不振以及美国关税的影响。
Bentley Motors, cut 275 jobs, falling sales in China, tepid EV demand, US tariffs
此次裁员反映出豪华汽车品牌面临的全球市场挑战，包括特定区域的经济放缓、新兴技术（电动汽车）市场接受度低于预期，以及国际贸易政策带来的成本压力。
Bentley Motors is planning to cut 275 jobs as the British luxury-car maker grapples with falling sales in China, tepid electric-vehicle demand and US tariffs.
@business ↗
亚马逊正在美国推出一小时和三小时送货服务，以适应美国超快配送趋势的增长。
Amazon, 1-hour, 3-hour delivery, ultrafast shipping trend grows in U.S.
此举显示亚马逊正加大在最后一公里配送领域的投入，以满足消费者对即时配送日益增长的需求，这将加剧电商和物流行业内的竞争，并可能推动其他零售商采取类似策略。
Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S.
@cnbc ↗
超过一半的美国人认为医疗保健、一周假期和购买新车是负担不起的。此外，越来越多中青年美国人死于严重心脏病发作，其中女性风险尤高。
Over half of Americans say health care, a weeklong vacation and a new car are unaffordable; More young and middle-aged Americans are dying of severe heart attacks
这些数据描绘了美国消费者面临的财务困境和日益增长的健康危机。高通胀和生活成本上升使得基本需求变得难以承受，而心血管健康状况的恶化也对社会生产力构成长期风险。
Over half of Americans say health care, a weeklong vacation and a new car are unaffordable, per ABC
@unusual_whales ↗
加拿大信用评分较高的房主拖欠抵押贷款的现象日益增多。2月加拿大房屋销售额下降1.3%。美国平均房价预计在2026年上涨1.8%，2027年上涨2.5%，高于2025年第四季度的预测。美国待售房屋销售月环比增长1.8%，远超预期。公寓租金优惠达到了十年来的最高水平。
Canada homeowners with stronger credit scores are increasingly defaulting on mortgage payments; Canadian home sales fell 1.3%; US average home prices to rise 1.8% in 2026, 2.5% in 2027; US Pending Home Sales Change MoM Actual 1.8%; Apartment concessions hit highest level in over a decade
加拿大房地产市场出现疲软迹象，甚至高信用评级借款人也面临压力。相比之下，美国房屋销售数据超出预期，且房价展望乐观，但公寓租金优惠的增加可能预示租赁市场竞争加剧。
"Homeowners [in Canada] with stronger credit scores are increasingly defaulting on mortgage payments," per the Globe and Mail.
@unusual_whales ↗
由于最大生产国刚果的出口限制，全球钴短缺预计将持续到2030年。中国燃料出口禁令预计将进一步加剧亚洲燃料供应紧张。2026年美国社会保障应税收入上限已提高至184,500美元。一项新研究显示，由于特朗普税法，美国慈善捐赠每年可能减少57亿美元。德国一位政府官员表示，欧盟峰会将处理高能源价格问题，但对价格上限和市场干预持怀疑态度。
Global cobalt shortages are expected to persist through 2030; China's fuel export ban to further tighten Asia supply; Social Security taxable earnings cap just jumped to $184,500 for 2026; Charitable Giving Could Drop by $5.7 Billion Annually; EU summit to deal with high energy prices, sceptical about price caps
全球关键矿产和能源供应链面临长期挑战，可能对高科技产业和地区经济产生深远影响。美国国内的税收和社会福利政策调整也可能带来重要的经济和社会后果。
Global cobalt shortages are expected to persist through 2030 as export restrictions from top producer Congo impact the supply chain, according to Darton Commodities
@business ↗
SpaceX的猎鹰9号运载火箭成功从佛罗里达州发射29颗星链（Starlink）卫星进入轨道。
Falcon 9 launch 29 @Starlink satellites to orbit from Florida
SpaceX持续扩大其星链卫星网络，进一步提升全球互联网连接能力，预示着低轨卫星通信技术商业化进程加速。
Watch Falcon 9 launch 29 @Starlink satellites to orbit from Florida https://t.co/UApChTnGMx
@spacex ↗
亚马逊（$AMZN）正在美国部分地区推出一小时和三小时配送服务，其中三小时配送已覆盖约2000个城镇，一小时配送覆盖数百个区域。电动汽车制造商Rivian ($RIVN) 于2025年11月分拆出的Mind Robotics公司，上周完成了5亿美元的A轮融资，估值达20亿美元。加拿大蒙特利尔银行计划在未来五年内，在加州开设超过130家新分行，在亚利桑那州开设约15家。
Amazon $AMZN is rolling out one-hour and three-hour delivery; Rivian $RIVN spun out Mind Robotics; Mind Robotics closed a $500M Series A at a $2 Billion valuation; Bank of Montreal...open more than 130 new branches in California and about 15 in Arizona
亚马逊的快速配送扩张将提升其市场竞争力并改变零售物流格局。Rivian分拆出的Mind Robotics获得巨额融资，显示了机器人技术在工业领域的巨大潜力。蒙特利尔银行的积极扩张反映出其对美国市场增长的信心。
Amazon $AMZN is rolling out one-hour and three-hour delivery in some parts of the United States 🇺🇸 The company said three-hour delivery is available in about 2,000 cities and towns in the U.S., while one-hour delivery is available in hundreds of those areas - CNBC https://t.co/p4JNoLJzRN
@stockmktnewz ↗
由于汇丰银行（HSBC）警告肥胖症药物市场被过度炒作，礼来公司（Eli Lilly）遭遇降级。南非电信巨头MTN的首席执行官表示，由于制裁，该公司退出在伊朗的投资“在实践和法律上都非常困难”。英国议员正在质询劳埃德银行（Lloyds）一起客户数据泄露的账户故障。Oklo在其财报发布前公布了首个核管理委员会（NRC）许可证。一家加州披萨特许经营商已申请破产保护。
Eli Lilly catches a downgrade; MTN CEO...plans to exit its investments in Iran are 'practically and legally difficult' because of sanctions; UK lawmakers question Lloyds over account glitch that exposed customers' details; Oklo Unveils First NRC License; pizza franchisee files for Chapter 11 bankruptcy
这些事件揭示了各公司面临的市场挑战、地缘政治风险以及监管压力。礼来降级反映了对特定药物市场泡沫的担忧，而MTN的困境则凸显了国际制裁对跨国企业运营的复杂影响。劳埃德银行的问题则强调了数据安全和监管合规的重要性。
MTN CEO Ralph Mupita tells @jennzaba that plans to exit its investments in Iran are "practically and legally difficult" because of sanctions https://t.co/DFCCKs9JCZ https://t.co/Exl16JtVXR
@business ↗
波兰和希腊都计划提案禁止15岁以下儿童使用社交媒体。尼日利亚迈杜古里发生自杀式炸弹袭击，造成重大伤亡。古巴发生里氏6级地震。由于伊朗战争和与阿富汗的冲突，巴基斯坦的美元债券面临三年来的最大月度跌幅。喀布尔在 alleged 巴基斯坦空袭后浓烟滚滚，巴基斯坦否认了这一指控。中国海警将一艘日本渔船从争议水域驱逐。中国限制部分海外注册公司在香港进行首次公开募股（IPO）。俄罗斯对乌克兰南部发动袭击，破坏了能源和港口基础设施。毛里求斯正在控制开支，以抵消英国在未获美国支持下不履行向毛里求斯移交查戈斯群岛条约造成的财政影响。
Poland to propose a social media ban for children under 15; Greece will soon propose a social media ban for anyone under 15 years old; Suicide bombers staged deadly attacks in Maiduguri; earthquake of magnitude 6 struck Cuba; Pakistan’s dollar bonds...biggest monthly drop in three years; Pakistani airstrike that struck a drug-rehabilitation hospital in Kabul; China coast guard expels Japanese fishing boat from disputed waters; China restricts some overseas-incorporated firms from Hong Kong IPOs; Russian attack damages energy, port infrastructure in Ukraine's south; Mauritius is controlling spending...UK announcing it won’t implement a treaty handing the Chagos Islands to Mauritius without the support of the US
多国正在推行青少年社交媒体禁令，反映了对数字时代儿童保护的共同关注。同时，全球多地冲突和地缘政治紧张局势依然严峻，从非洲的恐怖袭击到中东和亚洲的地区争端，都在影响着国际稳定和区域经济。英国与毛里求斯关于查戈斯群岛的争议则显示出殖民历史遗留问题和国际关系的复杂性。
Greece will soon propose a social media ban for anyone under 15 years old, Prime Minister Kyriakos Mitsotakis said. https://t.co/ip0Wg5UotS
@business ↗
Flying Tulip报告其营收达到37.76万美元，ftUSD铸造量为90.6万美元，ftUSD年化收益率（APY）为7.54%。FT代币已回购并销毁8,787,695枚（价值87.9万美元），完全稀释估值（FDV）为1.4686亿美元。
Revenue generated: $377.69k; ftUSD minted: $906.03k; ftUSD APY: 7.54% on USDC & USDT; FT bought & burned: 8,787,695 ($879k); FDV: $146.86m
Flying Tulip项目的运营数据表明其在DeFi领域具有一定的活跃度和用户参与。高APY和持续的代币销毁机制可能有助于维持代币价值和吸引投资者。
17.03.2026 stats Revenue generated: $377.69k ftUSD minted: $906.03k ftUSD APY: 7.54% on USDC & USDT $FT stats FT bought & burned: 8,787,695 ($879k) FDV: $146.86m Market Cap: $488 Dashboard: https://t.co/sVbKdFUHX3 ftUSD Dashboard: https://t.co/ogvxnlVhBK https://t.co/4xEpI6S6XV
@flyingtulip_ ↗
美国银行（Bank of America）调查显示，45%的投资者预计未来12个月全球消费者物价指数（CPI）将上升，高于一个月前的9%。
45% of investors expect higher global CPI in the next 12 months, up from 9% a month ago
投资者对未来通胀的担忧显著加剧，这一情绪变化可能影响资产配置和市场预期，对全球经济前景构成潜在风险。
45% of investors expect higher global CPI in the next 12 months, up from 9% a month ago, per Bank of America
@unusual_whales ↗
美国2月份待售房屋签约量意外环比增长1.8%，结束了连续三个月的下跌，待售房屋指数达到72.1。
US Pending Home Sales Change MoM Actual 1.8%, US Pending Homes Index Actual 72.1
这一增长是受抵押贷款利率下降和房价增长放缓的吸引，显示出房地产市场可能出现初步复苏迹象。但仍有调查预测2026年和2027年美国平均房价将温和上涨。
US Pending Home Sales Change MoM Actual 1.8% (Forecast -0.6%, Previous -0.8%)
@financialjuice ↗
Tether旗下的QVAC发布了全球首个跨平台BitNet LoRA框架，旨在实现在消费级GPU和智能手机上进行万亿参数AI训练和推理，并且Tether在30天内部署了2000万美元投资于比特币L1基础设施。
Tether’s QVAC Launches World’s First Cross-Platform BitNet LoRA Framework; Tether deployed $20m into bitcoin L1 infrastructure in 30 days
这表明加密货币公司正积极向AI领域拓展，致力于将AI能力与区块链技术结合。对L1基础设施的投资也凸显了比特币生态系统在数据和AI应用中的基础性作用。
tether deployed $20m into bitcoin L1 infrastructure in 30 days. RGB protocol, Utexo, Ark Labs all co-led by tether. WDK integration makes USDT native to bitcoin via lightning. 400 dApps shipped during demo day but the real signal is tether treating bitcoin as their settlement
@aixbt_agent ↗
谷歌（Google）正计划在密歇根州范布伦镇建设另一个1千兆瓦（1GW）的数据中心项目，并与DTE Energy合作。
Google planning another 1GW data center project in Van Buren Township, Michigan; partners with DTE Energy
这一大规模投资凸显了科技巨头对数据基础设施的持续需求，以支持其不断增长的云计算和AI服务，同时也对当地能源供应和就业产生影响。
Google $GOOGL is planning another data center project in Van Buren Township, Michigan [QT @RalliesNews: Google $GOOGL confirms it will operate a 1GW data center in Van Buren Township, Michigan https://t.co/7BrWI1swyI]
@stockmktnewz ↗
SpaceX通过猎鹰9号火箭从佛罗里达州成功发射了29颗星链（Starlink）卫星。
Falcon 9 launches 29 Starlink satellites from Florida
这次发射是SpaceX持续扩展其Starlink卫星互联网星座的又一步，旨在提供全球宽带连接。
Falcon 9 launches 29 @Starlink satellites from Florida https://t.co/IR0izpiruf
@spacex ↗
亚马逊（Amazon）正在美国部分地区推出1小时和3小时送达服务，其中三小时送达已覆盖约2000个城镇，一小时送达覆盖数百个地区。
Amazon, rolling out one-hour and three-hour delivery, 2,000 cities/towns for 3-hour, hundreds for 1-hour
这一举措旨在加强亚马逊在快速配送领域的竞争力，满足消费者日益增长的即时需求，可能对零售和物流行业产生影响。
Amazon $AMZN is rolling out one-hour and three-hour delivery in some parts of the United States 🇺🇸 The company said three-hour delivery is available in about 2,000 cities and towns in the U.S., while one-hour delivery is available in hundreds of those areas - CNBC https://t.co/p4JNoLJzRN
@stockmktnewz ↗
比特币价格已突破76000美元，实现了连续八天的上涨。
Bitcoin Hits $76K After 8 Straight Green Days
这一价格里程碑反映了市场对加密货币的持续乐观情绪，并可能吸引更多投资者关注。分析师正在讨论这是否是陷阱还是真正的突破。
Bitcoin Hits $76K After 8 Straight Green Days! Trap Or Breakout? https://t.co/M9GMWjy6IU
@scottmelker ↗
XRP的市值超越了BNB，重新夺回了加密货币市值排名第四的位置。
$XRP FLIPS $BNB BY MARKET CAP, RECLAIMS #4 SPOT
这一变化反映了这两种主要山寨币之间的市场力量转换，可能受到各自生态系统发展和投资者情绪变化的影响。
$XRP FLIPS $BNB BY MARKET CAP, RECLAIMS #4 SPOT
@scottmelker ↗
美国2月待售房屋销量环比意外上涨1.8%（预期-0.6%），指数达到72.1。
US Pending Home Sales +1.8% MoM in Feb (vs -0.6% est.); Index at 72.1
这表明美国房地产市场略有改善，可能得益于抵押贷款利率下降和房价增速放缓。
February pending home sales +1.8% m/m vs. -0.6% est. & -1% prior https://t.co/0aQQg36BqW
@lizannsonders ↗
Anthropic报告显示，以色列在Claude AI的人均使用量方面位居全球第一。
Israel ranks highest in per-capita Claude usage
这表明以色列对先进AI模型的采用和整合程度很高。
BREAKING: Anthropic report shows Israel ranks higher than any country in per-capita Claude usage.
@polymarket ↗
AMD和联想正合作提升企业AI、混合云和高负载工作场景的性能，提供值得信赖的计算解决方案。
AMD and Lenovo partnership, enterprise performance, AI, hybrid cloud, demanding workloads
这表明两家公司在企业AI和云基础设施领域建立了战略联盟，利用AMD的芯片技术推动行业发展。
Modernizing data centers takes more than power. It takes partnership. @Lenovo and AMD are pushing enterprise performance forward with trusted compute built for AI, hybrid cloud, and demanding workloads, giving customers the scale and speed the digital economy requires to drive https://t.co/kxojqteXOw
@amd ↗
亚马逊（AMZN）已在美国数百个城市推出1小时送达服务。
Amazon (AMZN) launches 1-hour delivery in hundreds of U.S. cities
此举进一步扩展了亚马逊的快速配送能力，增强了其在电子商务物流领域的竞争优势。
Amazon, $AMZN, launches 1-hour delivery in hundreds of U.S. cities, per CNBC
@unusual_whales ↗
摩根士丹利（MS）的财富管理业务旗下个人退休账户（IRA）资产管理规模已突破1万亿美元。
Morgan Stanley (MS) wealth management business passed $1T in IRA assets under management
这标志着摩根士丹利在退休资产管理领域实现了显著增长和规模效益。
Morgan Stanley $MS said today that its wealth management business passed $1T in Individual Retirement Account assets under management - SA https://t.co/uHhBiBvkH
@stockmktnewz ↗
众议员乔希·戈特海默（民主党），同时也是国防情报小组委员会成员，在2月初大量买入能源股（GEV、XOM），此后这些股票分别上涨了11%和15%。
Rep. Josh Gottheimer (D) loaded up on energy stocks (GEV, XOM) in early Feb, up 11%/15%
鉴于其在国防情报小组委员会的职务以及随后的能源危机，这引发了有关潜在内幕信息或不当利用时机的质疑。
This is why we uncover politician trades ✍️ Rep. Josh Gottheimer (D) loaded up on energy stocks in early February: $GEV (GE Vernova) on Feb 5th. Up 11%. $XOM (ExxonMobil) on Feb 2nd. Up 15%. He sits on the Defense Intelligence subcommittee, where he receives classified https://t.co/sdnw9MStEz
@pelositracker ↗
由CZ Binance推广的去中心化交易所（DEX）Aster Chain，强调交易隐私。
Aster Chain emphasizes privacy for trading, supported by CZ Binance
这表明去中心化交易平台正日益关注隐私保护，CZ等行业领军人物认为隐私对加密货币的未来至关重要。
any chain that doesn't treat privacy as a first class citizen will eventually go to zero
@mert ↗
Solana正与Raposa Coffee Co.合作，将自身定位为“咖啡的未来”，推动其在消费品领域的实际应用。
Solana partnership with Raposa Coffee Co. for real-world utility
这表明Solana区块链正在探索并实现其在现实世界商品（如咖啡）中的应用，扩大其生态系统的实用性。
Solana is the future of caffeine @RaposaCoffeeCo https://t.co/EhFjKYmGIp
@solana ↗
Flying Tulip（$FT）DeFi协议公布了2026年3月17日的每日统计数据：收入377,690美元，ftUSD铸造量906,030美元，ftUSD年化收益率7.54%（基于USDC和USDT），879,000美元的FT被回购和销毁，完全稀释估值（FDV）为1.4686亿美元，市值（Market Cap）为488美元。
Flying Tulip ($FT) Mar 17, 2026 daily stats: Revenue $377.69k, ftUSD minted $906.03k, ftUSD APY 7.54%, FT bought & burned $879k, FDV $146.86m, Market Cap $488
这些数据提供了Flying Tulip协议的运营和财务表现快照，显示其在稳定币生成和代币经济方面持续活跃。
- Revenue up, even when PUT backing down. - ftUSD growing steadily with 7.54% APY without additional token incentives being active yet. - Almost $1m bought back and burned - Good operational buffer. - $50m safely exited that would otherwise have sold on secondary. - Onchain [QT @flyingtulip_: 17.03.2026 stats Revenue generated: $377.69k ftUSD minted: $906.03k ftUSD APY: 7.54% on USDC & USDT $FT stats FT bought & burned: 8,787,695 ($879k) FDV: $146.86m Market Cap: $488 Dashboard: https://t.co/sVbKdFUHX3 ftUSD Dashboard: https://t.co/ogvxnlVhBK https://t.co/4xEpI6S6XV]
@andrecronjetech ↗
加密货币恐惧与贪婪指数为28/100，显示“恐惧”情绪。而整体恐惧与贪婪指数为23/100，显示“极度恐惧”情绪。
Crypto Fear & Greed Index: 28/100 (Fear); Fear & Greed Index: 23/100 (Extreme Fear)
这反映出加密市场和更广泛金融市场普遍存在显著的看跌情绪，可能受到当前地缘政治事件的影响。
Fear & Greed Index: 23/100 - Extreme Fear https://t.co/KP3HSKE7xt
@financialjuice ↗
微软正在整合其面向个人和企业的Copilot AI团队，旨在简化AI助手的开发流程，并调整了Copilot AI领导团队，包括Suleyman的职务。
Microsoft uniting Copilot teams, AI leadership shake-up
此举表明微软正积极优化内部结构，以加速其AI产品迭代和市场渗透，应对日益激烈的AI竞争。
Microsoft is uniting the teams that build versions of its Copilot for individuals and corporations, streamlining product development as the company works to get its AI assistant into the hands of more customers
@business ↗
Anthropic向Linux基金会捐款，以帮助确保开源基础设施的安全。Anthropic指出，随着AI能力的提升，开源安全变得越来越重要，因为开源生态系统支撑着世界上几乎所有软件系统。
Anthropic donating to Linux Foundation, open source security
此举体现了AI领域头部公司对开源生态系统安全性和可持续性的重视，是AI产业健康发展的重要一环。
The open source ecosystem underpins nearly every software system in the world. As AI grows more capable, open source security becomes increasingly important. We're donating to the Linux Foundation to continue to help secure the foundations AI runs on.
@anthropicai ↗
截至2025年2月底，SpaceX、OpenAI和Anthropic三家公司的总市值达到1.4万亿美元。
SpaceX, OpenAI, Anthropic collective market cap $1.4T (end Feb 2025)
这一数据突显了私营科技巨头，特别是AI领域的领导者，在资本市场上的巨大影响力，也反映出投资者对这些前沿技术的极高期望。
"Based on constituent data from the S&P U.S. Private Stock Top 10 Index, as of the end of February 2025, SpaceX, OpenAI and Anthropic had a collective market cap of USD 1.4 trillion. If they all had a full IPO with all shares trading in the public market, they would represent
@mebfaber ↗
摩根士丹利（Morgan Stanley）的财富管理业务在个人退休账户（IRA）资产管理规模（AUM）方面突破了1万亿美元。
Morgan Stanley wealth management $1T IRA assets under management
这一里程碑表明摩根士丹利在财富管理领域，特别是在服务个人退休储蓄方面，取得了显著增长和市场领导地位。
Morgan Stanley $MS said today that its wealth management business passed $1T in Individual Retirement Account assets under management - SA https://t.co/uHhBiB3vkH
@stockmktnewz ↗
电动卡车制造商Rivian（$RIVN）于2025年11月剥离了其机器人业务Mind Robotics，该公司上周完成了5亿美元的A轮融资，估值达到20亿美元。
Rivian spun out Mind Robotics, $500M Series A, $2B valuation
这一事件标志着Rivian在机器人技术领域的战略布局，并通过独立融资，为其机器人业务的快速发展提供了充足资金，也可能为投资者带来新的增长机会。
Rivian $RIVN spun out Mind Robotics in November 2025 as its own company Last week the company closed a $500M Series A at a $2 Billion valuation
@stockmktnewz ↗
特朗普总统宣布将重新安排与中国的会晤，预计将在五周内举行，并表示期待与习近平主席建立良好的工作关系。
Trump-China meeting in 5 weeks, good working relationship
此举表明两国可能将重启高级别外交接触，有望缓和当前紧张的双边关系，对全球地缘政治和经济稳定具有重要意义。
🔴 Trump: We are resetting the meeting with China. It will take place in 5 weeks.
@financialjuice ↗
马萨诸塞州联邦法官暂时阻止了特朗普政府改革疫苗政策的尝试，对白宫的健康议程构成打击。此外，纽约市交通局起诉特朗普政府，要求解冻用于70亿美元地铁项目的联邦资金，最高法院也此前也阻止了特朗普的关税策略。
Federal judge blocks Trump vaccine policy, NYC MTA sues Trump admin, Supreme Court blocked Trump tariffs
这些法律和政治挑战表明特朗普政府的国内政策，特别是涉及联邦资金和行政权力的领域，正面临来自司法机构和地方政府的持续阻力。
A federal judge in Massachusetts has temporarily blocked federal health officials from overhauling the nation's vaccine policies. The Monday ruling was a major blow to the Trump administration's broader health agenda.
@newshour ↗
专注于隐私的L1主网Aster Chain已上线，并由赵长鹏（CZ Binance）转发推荐。
Aster Chain privacy-focused L1 mainnet launch
Aster Chain的上线为加密领域带来了新的隐私解决方案，可能吸引重视数据保护的用户和开发者。CZ Binance的推荐也为其带来了显著的市场关注。
This is a big one. Trade with privacy. Aster Chain. [QT @Aster_DEX: As the lotus lives in water, where no trace will remain. Leave nothing behind. Trade on Aster Chain. https://t.co/GWe4iA4qHx]
@cz_binance ↗
Ripple (XRP) 宣布在巴西扩展业务，将提供跨境支付、数字资产托管、$RLUSD稳定币服务，并已提交虚拟资产服务提供商（VASP）许可证申请。
Ripple Brazil expansion, cross-border payments, digital asset custody, $RLUSD stablecoin, VASP license application
Ripple在巴西市场的全面布局，包括稳定币发行和监管许可申请，表明其积极拓展拉丁美洲市场并寻求合规化运营，这对XRP生态系统和跨境支付领域具有积极意义。
NEW: 🇧🇷 RIPPLE $XRP ANNOUNCES EXPANSION IN BRAZIL WITH CROSS-BORDER PAYMENTS, DIGITAL ASSET CUSTODY, $RLUSD STABLECOIN, AND VASP LICENSE APPLICATION
@scottmelker ↗
Phantom获得了美国商品期货交易委员会（CFTC）的无行动函（no-action relief），允许其为受监管的衍生品市场提供非托管访问。
Phantom wins CFTC no-action relief, non-custodial access to regulated derivatives markets
这一监管进展为Phantom在加密衍生品市场中的合规性运营提供了清晰路径，可能促进去中心化金融（DeFi）与传统金融（TradFi）的融合，并为用户提供更多受监管的交易选择。
NEW: PHANTOM WINS CFTC NO-ACTION RELIEF TO OFFER NON-CUSTODIAL ACCESS TO REGULATED DERIVATIVES MARKETS
@scottmelker ↗
亚利桑那州对预测市场平台Kalshi提起了刑事指控，理由是其在该州经营非法赌博业务。
Arizona filed criminal charges against Kalshi, illegal gambling business
此案件再次凸显了预测市场在不同司法管辖区面临的监管挑战和法律不确定性，可能对该行业的发展模式和合规策略产生影响。
Arizona said it filed criminal charges against Kalshi for operating an illegal gambling business in the state. https://t.co/EMoFtUsRZ5
@business ↗
美国财政部将发行900亿美元的4周期国库券，结算日为3月24日。此外，美国20年期国债拍卖的最高收益率为4.817%，投标倍数为2.76。
US $90B 4-week bills, March 19th, March 24th, 20-Year Bond Auction High Yield 4.817%, Bid-to-cover 2.76
这些数据反映了美国国债市场的当前状况和投资者需求，是评估市场流动性和未来利率预期的重要指标。
US 20-Year Bond Auction High Yield 4.817% (Stopped through by 0.7 basis points) Bid-to-cover 2.76 Sells $13 bln Awards 33.71% of bids at high Primary Dealers take 9.24% Direct 21.58% Indirect 69.18%
@financialjuice ↗
美国2月待售房屋销售环比增长1.8%，但指数仅达到72.1，为该系列2月读数中的最低水平。现有房屋销售也环比增长1.7%，年化后为409万套，但仍低于去年同期。
Pending home sales up 1.8% (index 72.1), existing home sales up 1.7% (4.09M annualized)
尽管2月份房屋销售略有反弹，但整体市场仍处于历史低位，表明房地产市场面临持续的挑战。
The Housing Freeze Before the Price Reset Pending home sales rose 1.8% from January to February, but the index only reached 72.1, the weakest February reading in the series. Existing home sales also rose 1.7% from January to a 4.09 million annualized pace, but were still down
@onechancefreedm ↗
希腊正将自己定位为中欧和东南欧的关键天然气枢纽，以配合欧洲逐步淘汰俄罗斯能源的战略。此外，欧盟正在推动延迟银行资本金要求提高的计划，欧洲通过简化资本规则可以释放美国最大银行两倍的贷款能力。
Greece gas hub, EU phaseout of Russian energy, EU delay bank capital requirements, Europe lending power
欧洲正在积极调整其能源和金融政策，以应对地缘政治变化和经济挑战。希腊的枢纽地位有助于区域能源安全，而银行资本规则的调整可能刺激贷款并支持经济增长。
Greece is positioning itself as a key gas hub for central and southeastern Europe as the continent moves toward a full phaseout of Russian energy, Prime Minister Kyriakos Mitsotakis said
@business ↗
微软正在整合其面向个人和企业用户的Copilot团队，以简化AI产品开发。在中国AI领域，阿里巴巴在发布速度和用户增长方面曾超越腾讯，但腾讯正通过Agentic AI夺回主动权。
Microsoft, Copilot teams, AI product development, Alibaba, Tencent, agentic AI
科技巨头们正通过内部重组和技术创新来加速AI产品的开发和市场渗透。Agentic AI作为新的竞争焦点，预示着AI应用将向更自主、更智能的方向发展。
Microsoft is uniting the teams that build versions of its Copilot for individuals and corporations, streamlining product development as the company works to get its AI assistant into the hands of more customers
@business ↗
Sam Altman支持的“World”推出了AgentKit，旨在使AI机器人能够在Coinbase X402协议上使用经过验证的人类身份。Tether正在开源一个基础设施，允许用户从本地硬件生成和计算AI模型。
Sam Altman, World, AgentKit, AI bots, verified human identities, Coinbase X402 protocol, Tether, open-sourcing, local hardware, AI models
这些发展预示着AI身份验证和去中心化AI计算领域的新进展，AgentKit旨在解决AI机器人的身份问题，而Tether的举措则推动了AI模型在本地硬件上的私密和去中心化训练，挑战了传统AI模型开发的中心化模式。
NEW: SAM ALTMAN-BACKED 'WORLD' LAUNCHES AGENTKIT TO ENABLE AI BOTS WITH VERIFIED HUMAN IDENTITIES ON COINBASE X402 PROTOCOL
@scottmelker ↗
众议员Josh Gottheimer（民主党）在2月初大量买入能源股$GEV（GE Vernova）和$XOM（ExxonMobil），分别上涨了11%和15%。他所在的国防情报小组委员会能接触到机密信息。
Rep. Josh Gottheimer (D), energy stocks, $GEV, $XOM, Feb 2nd/5th, up 11%/15%, Defense Intelligence subcommittee
这一事件引发了对政治家利用内部信息进行股票交易的质疑，凸显了国会议员股票交易透明度和道德规范的争议。
This is why we uncover politician trades ✍️ Rep. Josh Gottheimer (D) loaded up on energy stocks in early February: $GEV (GE Vernova) on Feb 5th. Up 11%. $XOM (ExxonMobil) on Feb 2nd. Up 15%. He sits on the Defense Intelligence subcommittee, where he receives classified
@pelositracker ↗
据高盛称，包括CTA、风险平价和波动控制基金在内的系统性策略基金，在过去一个月内积极抛售全球股票，净卖出800亿美元。
Systematic funds, -$80B global equities, last month, Goldman Sachs
这一大规模的抛售行为表明量化基金对全球股市的看跌情绪正在增强，可能预示着市场面临下行压力或结构性调整。
Systematic funds are aggressively selling global equities: Systematic strategies, which include CTAs, risk parity, and volatility-control funds, have sold -$80 billion in global equities over the last month, according to Goldman Sachs. Over the last week, this was particularly
@kobeissiletter ↗
特朗普总统宣布，与中国的会晤已重新安排在五周后举行，并期待与习主席建立良好的工作关系。此外，美国已要求所有大使馆在袭击后审查安全措施。
Trump, China meeting, 5 weeks, Xi, US embassies, security review
在伊朗冲突的背景下，美国正在调整其外交日程，以应对日益紧张的全球局势，并特别关注其海外设施的安全。
🔴 Trump: We are resetting the meeting with China. It will take place in 5 weeks.
@financialjuice ↗
伊朗已要求FIFA将世界杯比赛从美国移至墨西哥。阿联酋高级官员Gargash表示，阿联酋可能参与由美国牵头的国际行动，但目前与伊朗没有积极对话。苏丹的诊所因中东战争可能在数周内耗尽物资。
Iran, FIFA, World Cup, US, Mexico, UAE, Gargash, Sudan clinics, Middle East war
伊朗战争正在引发广泛的国际影响，包括体育赛事地点的争议、区域国家对参与冲突的谨慎态度，以及对中东地区人道主义危机的担忧。
Iran is asking FIFA to move its World Cup matches from U.S. to Mexico, per NBC
@unusual_whales ↗
Tether的USAT正在纽约时代广场进行圣帕特里克节推广活动，旨在通过街头团队和Rumble钱包吸引用户。
Tether, USA₮, St. Patrick's Day, Times Square, Rumble Wallets
这种营销活动表明稳定币项目正在通过大规模的线下推广来提高品牌知名度和用户参与度，将其影响力从数字世界扩展到实体世界。
Happy St. Patrick's Day with USAT 🍀 [QT @usat: Happy St. Patrick's Day! ☘️ We are painting Times Square green with USA₮! We are live in NYC right now. Spot our billboards, find our street team, and have your Rumble Wallets ready to claim some digital green today. 📱💚 @rumblevideo Terms apply. https://t.co/J64Zw28oZy]
@paoloardoino ↗
亚利桑那州已对预测市场Kalshi提起刑事诉讼，指控其在该州经营非法赌博业务。
Arizona, criminal charges, Kalshi, illegal gambling business
这一法律行动凸显了预测市场在不同司法管辖区面临的监管挑战，并可能对Kalshi的业务模式及其在其他州的运营产生影响。
Arizona said it filed criminal charges against Kalshi for operating an illegal gambling business in the state.
@business ↗
XRP已取代BNB，重新成为第四大加密货币。
XRP, BNB, 4th largest cryptocurrency
这一市场排名的变化反映了投资者对XRP和BNB的相对情绪和市场表现的转变。
XRP replaces BNB to reclaim the spot of the fourth-largest cryptocurrency.
@thestreet ↗
美国20年期国债拍卖的最高收益率为4.817%，投标倍数为2.76，成功售出130亿美元债券。
US 20-Year Bond Auction High Yield 4.817%, Bid-to-cover 2.76, Sells $13 bln
此次拍卖结果为市场提供了对长期国债需求的最新信号，反映了当前利率环境和投资者对美国主权债务的风险偏好。
US 20-Year Bond Auction High Yield 4.817% (Stopped through by 0.7 basis points) Bid-to-cover 2.76 Sells $13 bln Awards 33.71% of bids at high Primary Dealers take 9.24% Direct 21.58% Indirect 69.18%
@financialjuice ↗
Replit推出了Agent 4，这是首个专为人类与AI代理之间创意协作而设计的AI工具，支持在无限画布上进行设计、团队协作、并行代理运行以及发布应用程序等。
Replit Agent 4 launch
该产品的发布标志着AI在软件开发和创意工作流中扮演的角色进一步深化，旨在通过AI增强个体和团队的生产力，实现更高效的创意和应用构建。
This is so incredibly great. Software superpowers for everyone. [QT @amasad: Software isn’t merely technical work anymore. It’s creative. Introducing Replit Agent 4. The first AI built for creative collaboration between humans and agents. Design on an infinite canvas, work with your team, run parallel agents, and ship working apps, sites, slides & more. https://t.co/VCucf86wX6]
@pmarca ↗
由Sam Altman支持的“World”公司推出了AgentKit，旨在通过Coinbase X402协议为AI机器人提供经过验证的人类身份。
Sam Altman-backed World launches AgentKit, verified human identities for AI bots
这一创新解决了AI身份验证的关键问题，有望促进AI在金融服务和信任敏感型应用中的广泛部署，为AI代理在数字世界的互动建立信任基础。
NEW: SAM ALTMAN-BACKED 'WORLD' LAUNCHES AGENTKIT TO ENABLE AI BOTS WITH VERIFIED HUMAN IDENTITIES ON COINBASE X402 PROTOCOL
@scottmelker ↗
做空机构Muddy Waters Research宣布做空金融科技公司SoFi Technologies ($SOFI)，声称SoFi是一个“金融工程跑步机”，存在“通用电气资本式估值、安然式表外结构和无休止的稀释”。
Muddy Waters short $SOFI, alleges financial engineering
这一指控可能对SoFi的股价和市场信心造成负面影响，并引发对其业务模式和会计实践的审查，凸显了做空机构在揭露公司潜在问题方面的作用。
MW is short $SOFI. We believe SOFI is a financial engineering treadmill—not a healthy origination business. GE Capital-style marks, Enron-esque off-balance-sheet structures, and relentless dilution. https://t.co/Jzm98lXWlf
@muddywatersre ↗
标普500指数1个月期权看跌/看涨偏斜度升至约12点，为2021年12月以来的最高水平。
S&P 500 1-month put-call skew ~12 points, steepest since Dec 2021
这表明投资者对美国股市下行保护的需求正在迅速增加，支付看跌期权的溢价远高于看涨期权，反映出市场对潜在风险的担忧和谨慎情绪。
Demand for downside protection on US stocks is rapidly rising: The 1-month put-call skew on the S&P 500 is up to ~12 points, the steepest since December 2021. This means investors are paying some of the highest premiums for bets on lower prices over bets on higher prices since https://t.co/RV0bGIqpnV
@kobeissiletter ↗
PayPal已正式在70个国家启用其稳定币（PYUSD）的访问权限。
PayPal enables stablecoin (PYUSD) access in 70 countries
这一重大扩展将显著提升PYUSD在全球范围内的可用性和影响力，推动稳定币在主流数字支付中的应用，并可能加速加密货币的全球普及。
This could retrate to growth name imo. PYUSD supply chart p strong [QT @FirstSquawk: PayPal officially enables stablecoin access in 70 countries.]
@based16z ↗
Aster Chain（$ASTER）已推出了其专注于隐私的L1主网。
Aster Chain ($ASTER) launches privacy-focused L1 mainnet
该主网的上线为加密货币用户提供了新的隐私保护交易选项，旨在满足市场对更安全、更匿名交易的需求，并在L1区块链领域引入新的竞争。
ASTER $ASTER LAUNCHES PRIVACY-FOCUSED L1 MAINNET
@scottmelker ↗
Base生态系统获得了8.68%的市场份额增长，并创下了3320亿美元的稳定币转账历史新高，其中X402协议的交易量也突破了1亿。
Base ecosystem +8.68% mindshare, $332B stablecoin transfer ATH
这些数据表明Base生态系统正在快速扩张，其作为稳定币交易平台的吸引力不断增强，吸引了大量用户和资金流动，巩固了其在加密领域的地位。
Steady signal, multiple narratives @base came out as the top ecosystem gainer, with a +8.68 % peak in mindshare. This social spike came from a stack of reinforcing signals, not a single breakout moment. → Base hit a $332B stablecoin transfer ATH and x402 crossed 100M https://t.co/Eew3oHZR1g
@cookiedotfun ↗
XRP已超越BNB，重新夺回了按市值计算的第四大加密货币地位。
XRP replaces BNB to reclaim the spot of the fourth-largest cryptocurrency
XRP在加密货币市值排名上的提升，反映了其在当前市场周期中的相对强势。这一变化可能吸引投资者关注其未来的表现和生态系统发展。
XRP replaces BNB to reclaim the spot of the fourth-largest cryptocurrency. https://t.co/AvhqpFlQbQ
@thestreet ↗
美联储将于周三发布其最新的利率决议。
Fed interest rate decision Wednesday
分析师预计，面对美国与伊朗的战争，美联储主席杰罗姆·鲍威尔将寻求安抚市场情绪。
Fed Chair Jerome Powell will want to soothe nerves in the face of the US war with Iran. https://t.co/1X3Gzwbkrg
@bw ↗
Tether AI团队发布了QVAC Fabric的新版本，其中包含“全球首个跨平台BitNet LoRA框架”，旨在支持在消费级GPU和智能手机上进行十亿参数AI训练和推理。
Tether AI QVAC Fabric, BitNet LoRA Framework
Tether AI breakthrough Tether AI team just released new version of QVAC Fabric to include the World’s First Cross-Platform BitNet LoRA Framework to Enable Billion-Parameter AI Training and Inference on Consumer GPUs and Smartphones. Background Microsoft's BitNet uses one bit
@paoloardoino ↗
OpenAI正准备在年底前进行首次公开募股（IPO），并告知员工ChatGPT必须发展成为一个“生产力工具”。
OpenAI IPO by year-end, ChatGPT 'productivity tool'
OpenAI preps for IPO by end of year, tells employees ChatGPT must be 'productivity tool' https://t.co/TeWsHpLXGS
@cnbc ↗
百度已加入“OpenClaw热潮”，推出了新的AI代理。
Baidu AI agents, OpenClaw
Baidu joins China's OpenClaw frenzy with new AI agents https://t.co/NFfuf1Pj0l
@reutersasia ↗
由摩根大通牵头的一个银行集团终止了软件公司Qualtrics International的53亿美元债务交易，原因是投资者对AI颠覆的担忧加剧。
Qualtrics $5.3B debt deal halted
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding AI disruption https://t.co/btqE8CVi7U
@business ↗
美国上市石油和天然气生产商在3月份通过股票销售筹集了35.1亿美元，较2月份增长826%，是至少八年来第二高的融资额。
US energy firms $3.51B stock sales in March (+826% from Feb)
这一加速融资的趋势反映了能源公司在油价持续上涨背景下的资本需求和市场活跃度。
US-listed energy firms are raising capital at an accelerated pace: Stock sales by US-listed oil and gas producers are up to $3.51 billion so far in March, the 2nd-highest in at least 8 years. This marks an +826% increase from February, with 2 weeks still left in the month. By https://t.co/Gnj1lsfYoG
@kobeissiletter ↗
美国参议院以51-48的投票结果，通过了特朗普支持的、旨在加强选举诚信的投票人身份识别法案——《拯救美国法案》（SAVE America Act）。
US Senate advances SAVE America Act (51-48), BETS OFF Act introduced
白宫新闻秘书称此法案是国会目前在加强选举诚信方面能做的最重要事情。此外，民主党人也提出《BETS OFF法案》，旨在禁止政府官员利用内幕消息在预测市场上进行押注。
Reminder: The SAVE America Act Is the Most Popular Election Reform in Decades https://t.co/nzZWu2qy1X
@presssec ↗
伊拉克政府和库尔德地区当局达成协议，同意从周三开始恢复通过库尔德地区管道向土耳其杰伊汉港出口石油。
Iraq/Kurdistan resume Ceyhan oil exports from Wednesday
双方将继续进行讨论，以确保为石油和天然气公司提供安全保障，使其能够在一个安全的环境中恢复生产。
Iraqi Government and Kurdish authorities reach agreement to resume exports to Ceyhan port in Turkey from Wednesday - Oil Minister Statement.
@financialjuice ↗
众议院监督委员会已传唤美国前司法部长帕姆·邦迪于4月14日出席作证，就司法部处理已故金融家杰弗里·爱泼斯坦的性交易文件和涉嫌“管理不善”一事进行调查。
House Oversight Committee subpoenas Pam Bondi for Epstein Files
Epstein files: House panel subpoenas AG Pam Bondi for April 14 deposition https://t.co/2rEyXKdvDO
@cnbc ↗
一位DeFi交易员在单笔交易中损失了近5000万美元。
DeFi trader loses $50M
这笔巨额亏损提醒人们，DeFi的无许可特性是双向的，既带来机遇也伴随巨大风险。
The loss of almost $50 million in one transaction by a trader serves as a reminder that the permissionless ethos of DeFi works both ways. https://t.co/DhDMI6Xow4
@business ↗
Meta宣布，其Quest头显的用户将不再能访问其虚拟社交平台Horizon Worlds。
Meta Quest headsets to lose access to Horizon Worlds
此举表明Meta在元宇宙领域的早期尝试遭遇挫折，可能促使其调整虚拟现实社交平台的战略方向，或反映了用户参与度未达预期。
Meta said that users of its Quest headsets will lose access to Horizon Worlds, a virtual destination where cartoon versions of people can meet up and play games https://t.co/L5baP6o5E1
@business ↗