本页是我们每日从公开信息流中筛出的值得留意的条目——它们是输入，不是结论，每条均注明原始出处。我们自己的判断见宏观与个股板块。
当日 569 条 · 永久存档，不回改
美国国债总额已突破39万亿美元，其中最近的1万亿美元是在146天内增加的，导致每年利息成本超过1万亿美元。
US national debt, $39 trillion, 146 days per trillion, $1T+ annual interest
美国国家债务的快速增长及其巨大的年度利息成本引起了市场关注，凸显了财政可持续性的挑战。
Is that a lot? [QT @Hedgeye: 🚨 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/nBUFzEwXH]
@lizannsonders ↗
Pantheon Macro预测，在油价达到150美元/桶的情况下，第二季度通胀率将达到约6%的峰值。目前汽油价格持续上涨，预计食品价格也将随之上涨，资源价格将保持在高位。
Pantheon Macro, Q2 inflation, 6%, $150/barrel oil, gasoline prices climbing, food prices rising
市场分析师指出，中东战争导致的油价飙升正对全球通胀构成显著压力，尤其在能源和食品价格方面，预计将推动通胀达到更高水平。
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
@carlquintanilla ↗
美国API原油库存实际增加了655.6万桶，远高于市场预测的减少60万桶和前值的减少170万桶。
US API Crude Oil Stock Change, 6.556M, Forecast -0.6M
原油库存意外大幅增加，表明市场供应可能超出预期，这通常会对油价产生下行压力，但结合地缘政治紧张，市场影响仍需观察。
US API Crude Oil Stock Change Actual 6.556M (Forecast -0.6M, Previous -1.7M)
@financialjuice ↗
由于油价飙升使其实现2%稳定通胀目标的努力复杂化，日本央行普遍预计将维持基准利率不变。
Bank of Japan, benchmark rate unchanged, soaring oil prices, 2% inflation target
日本央行在此刻保持谨慎，不进行加息，表明其优先考虑在能源价格高企的背景下，观察并等待通胀动态的进一步明确性，以避免过早的政策调整。
The Bank of Japan is widely expected to keep its benchmark rate unchanged as soaring oil prices are set to complicate efforts for the central bank to reach its 2% stable inflation target https://t.co/Q6qSJ5QUqq
@business ↗
伊拉克石油部长宣布，从土耳其塞伊汉港（Ceyhan port）泵送石油将于周三上午10点恢复。
Iraqi oil minister, Turkey's Ceyhan port, oil pumping resume, Wednesday 10:00 am
塞伊汉港石油泵送的恢复将增加全球石油供应，有助于缓解近期因中东冲突导致的能源市场紧张局势，对全球油价产生影响。
Iraqi oil minister: pumping of oil from Turkey's Ceyhan port to resume on Wednesday at 10:00 am - state news agency
@financialjuice ↗
英伟达CEO黄仁勋表示OpenClaw“绝对是下一个ChatGPT”，并预测其旗舰AI处理器到2027年将带来1万亿美元的销售额。
Nvidia, Jensen Huang, OpenClaw, 'next ChatGPT', AI processors, $1 trillion sales (by 2027)
黄仁勋的声明预示着英伟达在AI领域的雄心勃勃的增长目标和对新产品的巨大信心，将进一步巩固其在AI芯片市场的领导地位。OpenClaw作为潜在的下一代AI突破也受到高度关注。
Nvidia CEO Jensen Huang, addressing crowds at the company’s biggest annual event, unveiled a variety of new products while predicting that the flagship AI processors would help generate $1 trillion in sales through 2027. @EdLudlow has the details https://t.co/rDpHe1xIb https://t.co/V00rtamegy
@bloombergtv ↗
据CNBC报道，OpenAI正在为年底前的IPO做准备，并指示员工将ChatGPT作为“生产力工具”。
OpenAI, IPO, year-end, ChatGPT, productivity tool
OpenAI的IPO计划可能标志着AI行业的一个重要里程碑，而将ChatGPT定位为“生产力工具”则揭示了公司在商业化和产品应用方面的战略重心。
OpenAI preps for IPO by end of year, tells employees ChatGPT must be 'productivity tool' https://t.co/TeWsHpLXGS
@cnbc ↗
在美国批准延期之后，英伟达正接近恢复对中国的AI芯片出口。
Nvidia, AI chip exports, China, US approval delays
这一进展对于英伟达和中国AI产业都具有重要意义，可能缓解美国对华技术出口限制带来的紧张局势，并为中国AI发展提供更多硬件支持。
Nvidia nears AI chip exports to China after US approval delays https://t.co/NCm5hNgAMP
@ftchina ↗
Lululemon报告了疲软的业绩指引，预计本年度营收和利润将低于预期，同时正面临与创始人之间的代理权之争，并已任命前Levi Strauss CEO Chip Bergh加入董事会。
Lululemon, weak guidance, revenue/profit below estimates, proxy battle, Chip Bergh added to board, stock falling
Lululemon面临业绩放缓、领导层变动和内部治理等多重挑战，市场对其未来表现持谨慎态度，导致股价下跌。
Lululemon reports weak guidance as proxy battle, tariffs weigh on bottom line https://t.co/zMWsRTjdtt
@cnbc ↗
派拉蒙Skydance已达成协议，将收购华纳兄弟探索公司。
Paramount Skydance, acquire Warner Bros. Discovery, deal
这是一项重大的媒体行业并购，可能重塑流媒体和内容制作领域的竞争格局，并对两家公司的未来战略和市场份额产生深远影响。
Drew and Jonathan Scott, the twin brothers and stars of HGTV’s "Property Brothers," comment on Paramount Skydance reaching a deal in to acquire Warner Bros. Discover https://t.co/SLQUVEGVPK https://t.co/AAwH8ssfNY
@bloombergtv ↗
《华尔街日报》报道，亚马逊计划大幅减少通过美国邮政服务运输的包裹数量。
Amazon, significant reduction, packages, post office
亚马逊此举表明其正在调整物流策略，可能寻求更高效或成本更低的自有运输网络，这将对美国邮政服务的业务量和营收造成显著影响。
Amazon plans significant reduction in packages it ships through the post office - WSJ
@financialjuice ↗
伊朗国家媒体证实，伊朗最高国家安全委员会秘书、关键战时领导人阿里·拉里贾尼（Ali Larijani）在一次以色列空袭中身亡，享年67岁。
Ali Larijani, death, Iranian Supreme National Security Council Secretary, Israeli airstrike
拉里贾尼的死被视为伊朗核协议谈判的“最后机会”的终结，并可能导致中东地区冲突进一步升级，以色列右翼被指控直接导致他的死亡，以确保战争无法停止。
Ali Larijani, a veteran politician who helped lead Iran’s wartime efforts against the US and Israel, was killed in an Israeli airstrike, Iranian state media confirmed. He was 67 https://t.co/jKJcgVyLY
@business ↗
《华尔街日报》报道，俄罗斯正在向伊朗提供改进的无人机技术并扩大情报共享，以帮助伊朗打击该地区的美国军队。
Russia, Iran, drone technology, satellite imagery, intel sharing, US forces
这一合作加剧了地区紧张局势，可能提高伊朗袭击美国部队的效率，进一步巩固了俄伊两国在军事和情报领域的联盟，对中东力量平衡产生深远影响。
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 ↗
美国正准备放宽对委内瑞拉石油部门的制裁，以在中东伊朗战争导致油价飙升之际增加原油产量，特朗普政府也打算采取额外措施进一步放松制裁。
US, Venezuela, ease sanctions, oil, Iran War
此举显示美国为稳定全球能源市场，不惜调整地缘政治策略，通过增加委内瑞拉石油供应来应对伊朗战争带来的冲击，同时也反映了美国政策在应对危机时的灵活性。
BREAKING: The US is set to ease sanctions on Venezuela to “unlock” more oil amid the Iran War.
@kobeissiletter ↗
北约盟友拒绝参与伊朗战争，同时，美国国家反恐中心主任乔·肯特（Joe Kent）因反对正在进行的伊朗战争而辞职。
NATO allies, declining Iran war involvement, Joe Kent, Director NCTC, resigned
北约盟友的立场表明国际社会对中东冲突的介入存在分歧和犹豫，而美国高级官员的辞职则反映了美国政府内部对战争策略的深刻异议。
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/yBHGylpP
@newshour ↗
以色列国防军（IDF）消灭了哈马斯北方加沙旅海军部队指挥官阿里安（Alian），该指挥官近期一直在重建该旅的能力并计划实施迫在眉睫的恐怖袭击。
IDF, Alian, Hamas Northern Gaza Brigade Commander, eliminated
此次定点清除行动表明以色列继续针对哈马斯高级指挥官，以削弱其军事能力并阻止未来的袭击，预计将加剧地区紧张局势。
🔴ELIMINATED: Commander of Hamas’ Northern Gaza Brigade in the Naval Array In recent weeks, Alian had operated to rehabilitate the brigade’s capabilities in Gaza and was planning to carry out imminent terror attacks. He was targeted due to posing a real threat to IDF troops. https://t.co/yp98cPlgF8
@idf ↗
美国证券交易委员会（SEC）发布了一份期待已久的“代币分类法”新框架，明确了其如何认定数字资产是否为证券，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、收藏品和工具）不属于证券。SEC主席Paul Atkins建议考虑为某些加密货币提供证券定义的安全港。
US SEC, new framework, 'token taxonomy', crypto assets, not securities, safe harbor, Paul Atkins, Senator Kevin Cramer, Clarity Act
这一分类法为加密货币市场提供了急需的监管清晰度，有望减少不确定性，促进行业发展。然而，对于“证券”的最终界定及其对不同加密资产类别的影响，仍需市场进一步消化和立法细化。
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 ↗
中国70个城市的新房价格在2月份同比下跌3.2%，是8个月来的最大年度跌幅，并延续了过去47个月中有44个月下跌的历史最长纪录。
China, new home prices, -3.2% YoY (February), 44 of 47 months
该数据表明中国房地产市场持续显著疲软，预示着持续的通缩压力和房地产行业面临的严峻经济前景。
BREAKING: New home prices in 70 Chinese cities fell -3.2% YoY in February, the steepest annual drop in 8 months. Home prices in China have now fallen in 44 of the last 47 months, the longest streak in history. The resale market also remains weak with prices falling in tier-one, https://t.co/7HLaWic5VR
@kobeissiletter ↗
美国国债已突破39万亿美元。
US national debt, $39 trillion
这一里程碑凸显了国债的持续增长，引发了对财政可持续性和未来利息支付负担的担忧。
JUST IN: US national debt surpasses $39,000,000,000,000.00
@polymarket ↗
伊拉克石油部长宣布，从土耳其杰伊汉港输送石油的作业将于周三上午10:00恢复。
Iraqi oil minister, Ceyhan port, oil pumping resume, Wednesday 10:00 am
一个关键港口恢复石油出口可能会影响全球石油供应和价格，缓解市场对供应中断的一些担忧。
Iraqi oil minister: pumping of oil from Turkey's Ceyhan port to resume on Wednesday at 10:00 am - state news agency
@financialjuice ↗
波兰经济已超越瑞士，成为全球第20大经济体，年产值超过1万亿美元。
Poland economy, 20th largest, $1 trillion annual output, surpassed Switzerland
这标志着波兰取得了显著的经济成就，显示出强劲的增长和全球经济地位的提升。
Poland crushing it 💪 [QT @NBCNews: A generation ago, Poland rationed sugar and flour while its citizens were paid one-tenth what West Germans earned. Today its economy has edged past Switzerland to become the world’s 20th largest with over $1 trillion in annual output. https://t.co/i4fmEOqC4q]
@asvanevik ↗
自伊朗战争爆发以来，澳大利亚的债券销售市场落后于美国和欧洲同行，冲突助长了通货膨胀，并使当地借贷成本升至发达国家中最高的水平之一。
Australia bond sales, trailing peers, Iran war, inflation, high borrowing costs
伊朗战争对澳大利亚债券市场产生了显著的负面影响，推高了通货膨胀和借贷成本，使其经济表现与其他发达经济体有所区别。
Australia’s market for bond sales is trailing US and European peers since the start of the Iran war, as the conflict stokes inflation and pushes local borrowing costs to some of the highest in the developed world https://t.co/p9lq6Ai77A
@business ↗
英伟达（$NVDA）CEO黄仁勋表示，公司正准备向中国客户销售其H200处理器，已收到采购订单并正在重启生产。
Nvidia ($NVDA), Jensen Huang, H200 processors, China, purchase orders, restarting manufacturing
这表明英伟达成功规避了出口限制，恢复了在中国这一关键市场的高级AI芯片销售，有望提振其收入和市场份额。
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,” “That’s new news for all of https://t.co/E2FlzAfjEd
@stockmktnewz ↗
英伟达CEO黄仁勋表示，“OpenClaw无疑是下一个ChatGPT”。
Nvidia CEO Jensen Huang, OpenClaw, 'next ChatGPT'
英伟达CEO对OpenClaw的这一背书，预示着该项目可能是一个具有巨大市场潜力的新一代AI模型，凸显了其在AI领域的重要性。
Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT' https://t.co/X2jVFtXcai
@cnbc ↗
英伟达CEO黄仁勋在该公司年度活动上发布了一系列新产品，并预测其旗舰AI处理器到2027年将帮助公司创造1万亿美元的销售额。
Nvidia, Jensen Huang, new products, AI processors, $1 trillion sales (through 2027)
英伟达CEO的这一积极财务预测，彰显了公司对其AI硬件未来需求及其在快速扩张的AI市场中主导地位的信心。
Nvidia CEO Jensen Huang, addressing crowds at the company’s biggest annual event, unveiled a variety of new products while predicting that the flagship AI processors would help generate $1 trillion in sales through 2027. @EdLudlow has the details https://t.co/rDpHeF1xIb https://t.co/V00rtamegy
@bloombergtv ↗
谷歌已与美国医疗保险和医疗补助服务中心（CMS）合作，将医疗记录与Fitbit连接。
Google, CMS, Fitbit, medical records linking
这一合作标志着将消费者可穿戴设备数据与正式医疗记录整合迈出了重要一步，有望增强个性化健康管理和公共卫生计划。
Google Partners with CMS on Linking Medical Records to Fitbit https://t.co/uicnVzfg8m
@barronsonline ↗
LG能源解决方案将在密歇根州的一家新工厂为特斯拉的储能业务生产电池。
LG Energy Solution, battery cells, Tesla energy-storage, Michigan factory
此次合作将增强特斯拉的储能能力，并加强密歇根州的电池制造，反映了可再生能源领域对电池技术的日益增长的需求。
LG Energy Solution will produce battery cells for Tesla’s fast-growing energy-storage business at a new factory in Michigan https://t.co/QftJEC6djLG
@wsjbusiness ↗
特斯拉被一辆2024年加州Cybertruck车祸的唯一幸存者起诉，该事故导致三名大学生因未能逃出燃烧的车辆而死亡。
Tesla, sued, 2024 Cybertruck crash, three killed, burning vehicle, sole survivor
这起诉讼对Cybertruck的安全功能和设计提出了严峻质疑，特别是在紧急情况下乘客逃生能力方面，可能对特斯拉造成重大的法律和声誉影响。
Tesla was sued by the sole survivor of a 2024 Cybertruck crash in California that killed three college students who were unable to escape the burning vehicle https://t.co/HwWxXn0L86
@business ↗
派拉蒙Skydance已达成协议，将收购华纳兄弟探索（Warner Bros. Discovery）。
Paramount Skydance, acquired, Warner Bros. Discovery
这笔重要的媒体行业并购将重塑流媒体和内容制作的竞争格局。
Drew and Jonathan Scott, the twin brothers and stars of HGTV’s "Property Brothers," comment on Paramount Skydance reaching a deal in to acquire Warner Bros. Discover https://t.co/SLQUVEGVPK https://t.co/AAwH8ssfNY
@bloombergtv ↗
美军在数小时前成功动用了多枚5,000磅的深层穿透弹药，打击了伊朗霍尔木兹海峡沿岸的坚固导弹阵地。
U.S. forces, 5,000-pound deep penetrator munitions, Iranian missile sites, Strait of Hormuz
美国中央司令部（CENTCOM）表示，此举是为了消除伊朗反舰巡航导弹对国际航运构成的威胁。这一直接军事行动显著升级了地区冲突。
Hours ago, U.S. forces successfully employed multiple 5,000-pound deep penetrator munitions on hardened Iranian missile sites along Iran’s coastline near the Strait of Hormuz. The Iranian anti-ship cruise missiles in these sites posed a risk to international shipping in the https://t.co/hgCSFH0cqO
@centcom ↗
伊朗官员证实，作为伊朗政权长期重要人物的阿里·拉里贾尼在一场以色列空袭中丧生，同场空袭中还有另一名高级安全官员死亡。
Ali Larijani, killed, Israeli airstrike, Iran's regime
这一事件明确了伊朗关键领导人死因，证实了以色列对伊朗高价值目标的直接军事行动，预示着冲突范围的进一步扩大和升级。
Iranian officials confirmed that Ali Larijani, who had been a fixture of Iran's regime for decades, was killed by an Israeli airstrike that also killed another top security official. Also, for the first time in years, a senior U.S. government official has resigned in protest. https://t.co/6h7nINOaok
@newshour ↗
美国国家反恐中心主任乔·肯特辞职，抗议对伊朗的战争，并驳斥了特朗普总统关于伊朗构成迫在眉睫威胁的说法，称这场战争符合以色列的利益而非美国。
Joe Kent, resigned, US National Counterterrorism Center, Iran war, no imminent threat (contradicts Trump)
这次引人注目的高层辞职表明美国政府内部对伊朗战争的理由和进行方式存在严重异议，挑战了官方叙事，并暗示了国家利益的冲突。
Joe Kent resigned from his position as director of the U.S. National Counterterrorism Center in protest over the war in Iran. Kent refuted President Trump's statements that Iran presented an imminent threat, and said the war was in Israel’s interest, but not the United States'. https://t.co/9tJhxMPxOS
@newshour ↗
数百艘船只仍被困在霍尔木兹海峡，其通行由伊朗控制。
Hundreds of ships, trapped, Strait of Hormuz, Iran control
这一局面凸显了关键咽喉要道全球航运遭受的严重中断，强调了伊朗的杠杆作用以及持续冲突对经济的重大影响。
Hundreds of ships remain trapped at the Strait of Hormuz, as Iran decides which can pass https://t.co/gn5BkqlMBH
@marketwatch ↗
莫斯科和北京正在推动专制国家之间更紧密的合作，通过网络在全球范围内推进压制，研究人员正利用人工智能分析这些活动。
Moscow, Beijing, authoritarian states, collaboration, global repression, AI analysis
这突显了俄罗斯和中国之间日益增强的联盟和协调努力，以在全球范围内扩大专制影响和方法，同时技术在其行动和检测中均发挥作用。
Moscow and Beijing are driving closer collaboration between authoritarian states and such networks help advance repression globally, according to researchers who used AI to drill into the activities https://t.co/79inLiqTuf
@business ↗
美国证券交易委员会（SEC）发布了一份期待已久的“代币分类法”，阐明了哪些类型的数字资产被视为证券。
SEC, token taxonomy, digital assets, securities
这代表了加密货币行业的一项重要监管进展，为数字资产的分类提供了急需的清晰度，可能影响未来的开发和交易。
The SEC issued a long-awaited “token taxonomy," a key step forward laying out which types of digital assets it deems to be securities https://t.co/YiNG6nQEQg
@business ↗
一名交易员在一次去中心化金融（DeFi）交易中损失了近5000万美元。
$50 million loss, DeFi transaction
这一事件严峻提醒人们去中心化金融无需许可性质固有的重大风险和潜在巨额损失，突显了健壮风险管理的重要性。
The USS Gerald R. Ford aircraft carrier is leaving the fight with Iran and heading back to port, a source said, after a fire broke out in its laundry area and left at least two sailors with non-life-threatening injuries https://t.co/mayLAIOcix
@business ↗
2月份，中国70个城市的新建住宅价格同比下跌3.2%，为8个月来最大跌幅，标志着在过去47个月中有44个月出现下跌，创历史最长连跌纪录。
China new home prices -3.2% YoY (February); fell in 44 of last 47 months
中国房地产市场持续疲软，新建住房价格正经历史上最长的下跌周期，且二手房市场也同样不振，尤其一线城市价格普遍下滑。
BREAKING: New home prices in 70 Chinese cities fell -3.2% YoY in February, the steepest annual drop in 8 months. Home prices in China have now fallen in 44 of the last 47 months, the longest streak in history. The resale market also remains weak with prices falling in tier-one, https://t.co/7HLaWic5VR
@kobeissiletter ↗
美国国家债务已突破39万亿美元，最近一万亿美元是在146天内增加的，相当于每天增加68.5亿美元。
US national debt $39 trillion; $1T added in 146 days
美国国债增速惊人，利息成本每年已超过1万亿美元，这引发了对财政可持续性的担忧。
Is that a lot? [QT @Hedgeye: 🚨 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 $1T annually. https://t.co/nBUFzEGDXH]
@lizannsonders ↗
日本2月份出口增长4.2%，超出市场预期，但对中国和美国的汽车出货量有所下降。
Japan exports 4.2% growth (February); China and U.S. demand slumps
尽管日本整体出口表现强劲，但由于农历新年假期和汽车出货量下降，其在中国和美国市场的需求有所下滑。
Japan exports beat forecasts with 4.2% growth in February, but China and U.S. demand slumps https://t.co/1wyNOGXNbh
@cnbc ↗
英伟达CEO黄仁勋确认，公司正准备向中国客户销售H200处理器，已收到采购订单并重启生产，并预测其旗舰AI处理器到2027年将带来1万亿美元销售额。
Nvidia ($NVDA) H200 processors for China; $1 trillion sales through 2027; OpenClaw 'next ChatGPT'
此举显示英伟达在面对地缘政治限制下，仍积极调整策略以维持在中国市场的份额；同时，其CEO对OpenClaw的极高评价预示着AI领域新的竞争和发展方向。
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,” “That’s new news for all of https://t.co/E2FlzAfjEd
@stockmktnewz ↗
特朗普政府誓言将采取法律行动，将人工智能公司Anthropic从所有美国政府机构中驱逐，原因是双方在使用该公司AI技术方面存在争议。
Trump administration; legal fight; Anthropic; US government agencies; AI technology use dispute
这一行动凸显了政府对AI技术使用和潜在风险的担忧，以及在国家安全和技术控制方面的立场。
The Trump administration vowed a legal fight to oust Anthropic from all US government agencies following a dispute over how the company’s AI technology would be used https://t.co/3mZ5mkDBOq
@business ↗
SoFi（$SOFI）公司对Muddy Waters发布的一份做空报告作出回应，否认报告中的指控，并表示将考虑对Muddy Waters采取法律行动。
SoFi ($SOFI); Muddy Waters; short seller report; legal action
SoFi公司认为Muddy Waters的报告缺乏对其财务报表和业务的根本理解，其股价在报告发布后曾短暂下跌。公司积极的回应表明其捍卫声誉的决心。
$SOFI just responded to the short seller report from today "The claims made in the Muddy Waters report demonstrate a fundamental lack of understanding of our financial statements and business. We intend to explore potential legal action against Muddy Waters for the factually https://t.co/Kk9mNVp08J [QT @StockMKTNewz: Muddy waters coming out with some big claims against $SOFI The stock is moving lower initially in response https://t.co/dPs101NmI6]
@stockmktnewz ↗
数小时前，美军成功动用多枚5000磅级深层穿透炸弹，袭击了霍尔木兹海峡附近伊朗海岸线沿线的加固导弹阵地。
U.S. forces; 5,000-pound deep penetrator munitions; Iranian missile sites; Strait of Hormuz
美国中央司令部（CENTCOM）表示，这些伊朗反舰巡航导弹对国际航运构成威胁。此次军事行动是美国在中东地区针对伊朗的最新军事打击。
Hours ago, U.S. forces successfully employed multiple 5,000-pound deep penetrator munitions on hardened Iranian missile sites along Iran’s coastline near the Strait of Hormuz. The Iranian anti-ship cruise missiles in these sites posed a risk to international shipping in the https://t.co/hgCSFH0cqO
@centcom ↗
伊朗高级官员阿里·拉里贾尼在一次以色列空袭中身亡，同时遇难的还有另一名高级安全官员，伊朗国家媒体已证实此事。
Ali Larijani; assassination; Israeli airstrike; 'de-facto leader of Iran'
以色列曾称拉里贾尼为“伊朗事实上的领导人”。他的遇刺引发了关于伊朗战争外交解决前景的疑问，并表明伊朗领导层遭受了重大打击。
Israel called him the 'de-facto leader of Iran', but with the assassination of Ali Larijani, has any chance of a diplomatic solution to the war ended? https://t.co/LkfvV0sE3X
@business ↗
美国国家反恐中心主任乔·肯特辞职，以抗议对伊朗的战争，他表示伊朗并未构成迫在眉睫的威胁。
Joe Kent; resigned; U.S. National Counterterrorism Center; protest; Iran war
肯特驳斥了特朗普总统关于伊朗构成迫在眉睫威胁的说法，并认为这场战争符合以色列的利益，而非美国。这一高级官员的辞职凸显了美国政府内部对伊朗政策的分歧。
Iranian officials confirmed that Ali Larijani, who had been a fixture of Iran's regime for decades, was killed by an Israeli airstrike that also killed another top security official. Also, for the first time in years, a senior U.S. government official has resigned in protest. https://t.co/6h7nINOaok
@newshour ↗
霍尔木兹海峡在伊朗战争持续之际仍处于有效关闭状态，战争何时结束尚无定论。
Strait of Hormuz; effectively shut; Iran war
霍尔木兹海峡的关闭对全球贸易和外交政策带来了不确定性，引发了对全球供应链和能源价格的担忧。
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/LuNjKiybgb https://t.co/Z0fpJ5THxy
@business ↗
据彭博社报道，伊朗近日加大了对沙特阿拉伯的袭击力度，表明其在战争中对这个石油资源丰富的王国采取了比此前更具侵略性的目标定位。
Iran stepped up attacks; Saudi Arabia; more aggressively
伊朗此举预示着中东地区冲突的进一步升级，可能对全球石油市场和地区稳定产生重大影响。
Iran has stepped up attacks on Saudi Arabia in recent days, signaling it’s targeting the oil-rich kingdom more aggressively than earlier in the war, per Bloomberg.
@unusual_whales ↗
美国证券交易委员会（SEC）发布了一项解释，明确联邦证券法适用于加密资产，并指出大多数加密资产并非证券，同时列举了包括比特币、以太坊、Solana和稳定币在内的多种数字商品。
U.S. SEC; crypto assets NOT securities; $APT, $AVAX, $BTC, $BCH, $ADA, $LINK, $DOGE, $ETH, $HBAR, $LTC, $DOT, $SHIB, $SOL, $XLM, $XTZ, $XRP as digital commodities
这一新的框架被视为为加密资产的监管提供了更大的清晰度，但也有市场观察者（如Mert）认为，这可能为“前所未有的犯罪”打开大门。
UPDATE: NEW GUIDANCE LISTS EXAMPLES OF DIGITAL COMMODITIES INCLUDING $APT, $AVAX, $BTC, $BCH, $ADA, $LINK, $DOGE, $ETH, $HBAR, $LTC, $DOT, $SHIB, $SOL, $XLM, $XTZ, AND $XRP [QT @scottmelker: 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 ↗
以太坊（Ethereum）推出了一项新的快速确认规则机制，可在12秒（一个时隙）后提供以太坊不会回滚的硬性保证。
Ethereum; fast confirmation rule mechanism; one slot (12 seconds); no revert
该机制在安全假设（即超多数节点诚实，网络延迟低于3秒）下，为许多用例提供了非常强的安全性，但仍略低于经济终结性。
A new fast confirmation rule mechanism lets you get a hard guarantee that Ethereum will not revert after one slot (12 seconds) Security assumptions are (i) supermajority honest, (ii) network latency under ~3s. So one step below economic finality, but very strong for many use
@vitalikbuterin ↗
亚利桑那州总检察长对一家注册的预测市场交易所提出了刑事指控，美国商品期货交易委员会（CFTC）正密切关注此事。
Arizona Attorney General; criminal charges; prediction markets; registered exchange; CFTC watching
该事件被视为一场司法管辖权争议，引发了对加密货币和预测市场监管边界的关注，CFTC正在评估其选择。
I believe in the rule of law. [QT @ChairmanSelig: The Arizona Attorney General today filed criminal charges against one of our registered exchanges related to prediction markets. This is a jurisdictional dispute and entirely inappropriate as a criminal prosecution. The @CFTC is watching this closely and evaluating its options.]
@mansourtarek_ ↗
参议院银行委员会主席蒂姆·斯科特表示，《透明法案》（Clarity Act）有望在本周就稳定币收益问题达成妥协。
Clarity Act; stablecoin yield compromise; this week
这一进展预示着美国稳定币监管框架可能会有明确的突破，为加密货币市场的这一重要组成部分带来更清晰的法律地位。
LATEST: 🚨 SENATE BANKING COMMITTEE CHAIR TIM SCOTT SAYS CLARITY ACT COULD SEE STABLECOIN YIELD COMPROMISE THIS WEEK
@scottmelker ↗
中国70个城市的新房价格在2月份同比下降3.2%，为八个月来最大跌幅，并创下历史上最长的连跌记录（过去47个月中有44个月下跌）。
China new home prices -3.2% YoY in February, fell in 44 of last 47 months
这表明中国房地产市场持续疲软，且短期内复苏乏力。二手房市场也同样疲软，一线城市价格下跌。
BREAKING: New home prices in 70 Chinese cities fell -3.2% YoY in February, the steepest annual drop in 8 months. Home prices in China have now fallen in 44 of the last 47 months, the longest streak in history. The resale market also remains weak with prices falling in tier-one, https://t.co/7HLaWic5VR
@kobeissiletter ↗
日本2月份出口同比增长4.2%，超出市场预期，但对中国（受春节假期影响）和美国（汽车出货量下降）的需求有所下降。
Japan exports +4.2% in February, China and U.S. demand slumps
日本整体出口表现强劲，但主要贸易伙伴的需求减弱，可能预示未来出口面临挑战。
Japan exports beat forecasts with 4.2% growth in February, but China and U.S. demand slumps https://t.co/1wyNOGXbnh
@cnbc ↗
波兰经济产值已超过1万亿美元，在全球排名第20位，超越了瑞士。
Poland economy surpasses Switzerland, 20th largest globally, >$1 trillion output
这标志着波兰经济自冷战结束后取得了显著的转型和增长，成为全球经济舞台上的重要参与者。
Poland crushing it 💪 [QT @NBCNews: A generation ago, Poland rationed sugar and flour while its citizens were paid one-tenth what West Germans earned. Today its economy has edged past Switzerland to become the world’s 20th largest with over $1 trillion in annual output. https://t.co/i4fmEOqC4q]
@asvanevik ↗
英伟达（NVIDIA）首席执行官黄仁勋表示，OpenClaw“绝对是下一个ChatGPT”。
Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT'
这一高度评价预示着OpenClaw在AI领域可能具有突破性进展，并获得行业领袖的认可，有望成为重要的生成式AI模型。
Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT' https://t.co/X2jVFtXcai
@cnbc ↗
SoFi Technologies（$SOFI）否认了Muddy Waters发布的一份做空报告中的指控，并表示将考虑对该机构采取潜在的法律行动。
$SOFI denies Muddy Waters short seller report, considers legal action
SoFi对做空指控反应强烈，可能有助于稳定投资者情绪，但最终影响取决于法律行动的进展和市场对报告真实性的判断。
$SOFI just responded to the short seller report from today "The claims made in the Muddy Waters report demonstrate a fundamental lack of understanding of our financial statements and business. We intend to explore potential legal action against Muddy Waters for the factually https://t.co/dPs101NmI6
@stockmktnewz ↗
Lululemon（LULU）预测2026年市场需求将趋于疲软，并任命了Levi Strauss的前首席执行官加入其董事会。
Lululemon forecasts softer 2026 amid demand strains, taps ex-CEO of Levi for board
这一预测反映了该公司对未来宏观经济环境或特定市场竞争压力的担忧。董事会新任命可能旨在引入新战略以应对挑战。
Lululemon forecasts softer 2026 amid demand strains, taps ex-CEO of Levi for board https://t.co/7xkppHUQWZ https://t.co/7xkppHUQWZ
@reutersbiz ↗
特斯拉（$TSLA）首席执行官埃隆·马斯克表示，新一代Roadster跑车有望在下个月（2026年4月）发布。
Elon Musk: New Roadster unveil hopefully next month
新产品的发布通常能提振市场对特斯拉的信心和关注度，这可能对其股价和品牌形象产生积极影响。
Elon Musk of Tesla, $TSLA, said: New Roadster unveil hopefully next month. It will be a banger next-level.
@unusual_whales ↗
达美航空（$DAL）上调了其营收展望，理由是旅行需求加速，尽管油价飙升带来了成本压力。
Delta boosts revenue outlook as travel demand accelerates, despite oil-price spike
这表明强劲的旅行需求正在抵消高油价对航空公司盈利的负面影响，预示着航空业的复苏势头持续。
Delta defies oil-price spike and boosts its revenue outlook as travel demand accelerates https://t.co/NGhDo3Vxg
@marketwatch ↗
伊朗资深政治家和关键人物阿里·拉里贾尼（67岁）在一次以色列空袭中丧生，另有一名高级安全官员也同时遇难。
Ali Larijani killed in Israeli airstrike
此次刺杀被视为伊朗与以色列冲突的重大升级，可能使外交解决前景蒙上阴影。然而，有分析认为，拉里贾尼的权力基础并非来自民众，其继任者将继续保持现有政策。
Israel called him the 'de-facto leader of Iran', but with the assassination of Ali Larijani, has any chance of a diplomatic solution to the war ended? https://t.co/LkfvV0sE3X
@business ↗
据《纽约时报》报道，唐纳德·特朗普表示他不惧怕向伊朗派驻美国军队。
Trump not afraid to put U.S. troops on the ground in Iran
这一言论表明了特朗普对伊朗采取军事行动的强硬立场，可能预示着如果他再次执政，美国在中东地区的军事介入将升级。
BREAKING: Trump has said that he was not afraid to put U.S. troops on the ground in Iran, per NYT
@unusual_whales ↗
国际原子能机构（IAEA）获悉，一枚炮弹于周二晚击中了伊朗布什尔核电站（Bushehr NPP）的场地。俄罗斯国家原子能公司Rosatom谴责了此次袭击，但IAEA随后确认核电站未受损，也无人员伤亡。
Projectile hit Iran's Bushehr NPP premises, Russia condemns, IAEA confirms no damage
此次事件表明伊朗冲突可能波及敏感的核设施，引发国际社会对地区不稳定的担忧。尽管未造成实际损害，但其象征意义重大。
🔴 IAEA: IAEA has been informed by Iran that a projectile hit the premises of the Bushehr NPP on Tuesday evening
@financialjuice ↗
伊拉克已与库尔德半自治地区达成协议，恢复通过该地区管道的石油出口。
Iraq agreed with Kurdistan to resume oil exports through a pipeline
在中东局势紧张、霍尔木兹海峡关闭导致石油减产的背景下，此举为欧佩克第二大产油国（伊拉克）提供了出口提振，有助于缓解部分能源供应压力。
Iraq agreed with Kurdistan to resume oil exports through a pipeline in the semi-autonomous region, a boost for OPEC’s second-largest producer after the closure of the Strait of Hormuz forced output cuts https://t.co/4dKCeFmFSW
@business ↗
美国证券交易委员会（SEC）发布新指南，明确将包括比特币（BTC）、以太坊（ETH）、Solana（SOL）、XRP等在内的多数加密资产定义为数字商品，而非证券，但代币化证券除外。
U.S. SEC says most crypto assets are not securities, lists $APT, $AVAX, $BTC, $BCH, $ADA, $LINK, $DOGE, $ETH, $HBAR, $LTC, $DOT, $SHIB, $SOL, $XLM, $XTZ, and $XRP as digital commodities
这一监管澄清为加密行业带来了更大的确定性，可能有助于减少法律不确定性，并为这些被归类为商品的资产提供更清晰的监管框架。然而，一些人担心这可能导致监管漏洞和潜在的“犯罪”增加。
UPDATE: NEW GUIDANCE LISTS EXAMPLES OF DIGITAL COMMODITIES INCLUDING $APT, $AVAX, $BTC, $BCH, $ADA, $LINK, $DOGE, $ETH, $HBAR, $LTC, $DOT, $SHIB, $SOL, $XLM, $XTZ, AND $XRP
@scottmelker ↗
以太坊基金会发布了一份38页的宣言，首次在官方文件中使用“价值存储和货币”的语言来描述以太坊（ETH），放弃了“世界计算机”的定位。基金会还出售了2.4万ETH，并质押了7万ETH。
Ethereum Foundation uses 'store of value and money' language for ETH, abandoning 'world computer' positioning, sold 24k ETH at $2,040, staking 70k ETH
这标志着以太坊战略定位的重大转变，强调其作为金融资产的角色。基金会的ETH交易行为也可能对市场情绪产生影响。
ethereum foundation just published a 38 page mandate using "store of value and money" language for the first time in any official EF document. they're abandoning "world computer" positioning. selling 24k ETH at $2,040 while staking 70k ETH. shorts at 12:1 against longs. market
@aixbt_agent ↗
以太坊（Ethereum）引入了一种新的快速确认规则机制，在满足“绝大多数诚实节点”和“网络延迟低于约3秒”的安全假设下，可以在一个时隙（12秒）后提供交易不会被撤销的“硬性保证”。
Ethereum fast confirmation rule mechanism provides a hard guarantee that Ethereum will not revert after one slot (12 seconds)
这一升级显著提升了以太坊交易的终局性（finality）和安全性，使其更适用于需要快速、高确定性交易的各类应用场景。
A new fast confirmation rule mechanism lets you get a hard guarantee that Ethereum will not revert after one slot (12 seconds) Security assumptions are (i) supermajority honest, (ii) network latency under ~3s. So one step below economic finality, but very strong for many use
@vitalikbuterin ↗
美国参议院银行委员会主席蒂姆·斯科特（Tim Scott）表示，“清晰法案”（Clarity Act）有望在本周就稳定币收益达成妥协。
Senate Banking Committee Chair Tim Scott says Clarity Act could see stablecoin yield compromise this week
这预示着美国在稳定币监管方面可能迎来立法进展，有望为加密货币市场提供更明确的法律框架，特别是在收益产品方面。
LATEST: 🚨 SENATE BANKING COMMITTEE CHAIR TIM SCOTT SAYS CLARITY ACT COULD SEE STABLECOIN YIELD COMPROMISE THIS WEEK
@scottmelker ↗
市场普遍预期美联储将在即将召开的FOMC会议上维持利率不变，Polymarket预测无利率变化的概率接近100%。
FOMC meeting tomorrow, Polymarket 100% chance no rate hike changes
市场对美联储将保持当前利率水平有极高信心，同时关注其对通胀和经济前景的任何评论，有分析人士对美联储长期抗通胀策略表示担忧。
There is a nearly 100% chance of no rate hike changes tomorrow, per Polymarket: https://t.co/unr4W8vuhF
@unusual_whales ↗
受霍尔木兹海峡中断影响，阿曼原油价格飙升至每桶150美元以上，Brent原油价格预计在2026年中期将保持在100美元左右。伊朗战争导致亚洲地区能源紧缺，巴基斯坦燃油价格飙升，印度面临烹饪用气短缺，甚至美国圣何塞汽油价格已达每加仑6.19美元。中国石油将保持天然气合同价格稳定以保护工业消费者。
Oman crude oil >$150/barrel, Brent oil ~$100/barrel through mid-2026, San Jose $6.19/gallon gas, Iran War energy crunch
伊朗冲突及其对霍尔木兹海峡的影响导致全球能源价格持续高企，对亚洲多个国家造成直接经济打击。尽管如此，部分国家正通过政策干预来缓解国内消费者和工业的压力。同时，区域冲突也提高了中东地区大型贷款项目的风险感知。
【阿曼原油价格飙升至每桶逾150美元】霍尔木兹海峡交通受阻导致全球基准价与实物供应成本之间的“脱节”日益加剧。
@ftchinese ↗
英伟达首席执行官黄仁勋表示，公司已恢复生产面向中国销售的AI芯片，并在过去两周内收到了大量中国客户订单及美国政府颁发的许可证。
Nvidia resumed production, AI chips for China, US government licenses
这表明英伟达成功地在出口限制下找到了与中国市场重新连接的途径，将有助于其重新占据中国庞大的AI芯片市场份额，尽管面临地缘政治的制约。
【英伟达重启生产面向中国销售的AI芯片】首席执行官黄仁勋表示，该公司过去两周收到了大量来自中国客户的订单以及美国政府的许可证。
@ftchinese ↗
Visa首席产品和战略官Jack Forestell指出，“Agentic Web”（智能代理网络）是他20多年支付技术生涯中看到的最大机遇。
Visa, Jack Forestell, 'Agentic Web', biggest opportunity in 20+ years
这反映出大型支付公司对AI驱动的智能代理系统在重塑在线支付和商业模式方面的巨大潜力持有高度信心，预示着未来支付领域可能迎来颠覆性变革。
VISA CHIEF PRODUCT AND STRATEGY OFFICER JACK FORESTELL: "THE AGENTIC WEB IS THE BIGGEST OPPORTUNITY THAT I’VE SEEN IN MY 20-PLUS YEARS IN PAYMENT TECHNOLOGY,"
@scottmelker ↗
尽管油价飙升，达美航空仍上调了营收展望，因旅行需求加速。包括美联航和美国航空在内的主要美国航空公司也报告高净值旅客预订需求强劲。然而，受高燃油价格影响，SAS航空将在4月取消1000个航班。
Delta revenue outlook boosted, strong high-net-worth traveler demand, SAS cancels 1,000 flights due to high fuel prices
航空业对高燃油价格的应对呈现两极分化：部分美国航空公司受益于高净值旅客的强劲需求而表现乐观，而另一些航空公司则因成本压力被迫削减航班，这反映出市场对不同航空公司盈利能力差异化的预期。
【战火难阻出行热潮，美航空巨头称预订量实现激增】达美航空、美联航和美国航空指出，尽管地缘冲突推高了燃油成本与票价，但高净值旅客的预订需求依然保持强劲。
@ftchinese ↗
以色列声称通过空袭击毙了伊朗最高安全官员阿里·拉里贾尼，并誓言继续刺杀行动。俄罗斯谴责了伊朗布什尔核电站遭袭事件，尽管国际原子能机构（IAEA）证实核电站设施无损、人员无伤。美国前总统特朗普表示不惧向伊朗派遣美军，而阿联酋高级顾问指出，伊朗冲突正促使海湾国家与以色列和美国走得更近。与此同时，美国盟友普遍拒绝加入美国在伊朗的军事行动，导致特朗普政府在对抗伊朗问题上“独自前行”。
Ali Larijani killed by Israeli airstrike, Trump not afraid to deploy US troops to Iran, Gulf nations closer to Israel/US, US allies spurn requests
伊朗冲突正在迅速升级，以色列的刺杀行动和美国的潜在军事选项加剧了地区紧张局势。尽管区域内出现新的联盟动态，但美国在军事行动上缺乏盟友支持，可能使其在该地区面临更大的外交和军事压力。
【以色列称已击毙伊朗最高安全官员】以色列国防部长表示已在一次夜间空袭中击毙伊朗最高安全官员拉里贾尼，并誓言将继续进行暗杀行动。
@ftchinese ↗
美国国家反恐中心前主任乔·肯特辞职，以抗议对伊朗的战争，称这场冲突“对美国人民毫无益处”。
Joe Kent, US National Counterterrorism Center, resigned in protest, Iran war
肯特作为首位因对伊战争辞职的高知名度官员，凸显了美国政府内部对此次冲突的强烈异议，表明这场战争在美国国内存在深刻争议。
【美国最高反恐官员辞职，抗议对伊战争】乔•肯特成为首位就此冲突辞职的高知名度官员，他称这场冲突“对美国人民毫无益处”。
@ftchinese ↗
美国SEC发布新指引，将大多数加密资产，包括质押、空投、比特币挖矿、稳定币、NFT以及多个特定加密货币（如BTC、ETH、SOL、XRP等）归类为数字商品而非证券。
U.S. SEC new guidance, most crypto assets as digital commodities, not securities
这一举措为加密行业带来了重要的监管明确性，有助于减少长期以来的不确定性。然而，也有批评者认为此举可能为未受充分监管的活动打开大门，从而引发更多不法行为。
UPDATE: NEW GUIDANCE LISTS EXAMPLES OF DIGITAL COMMODITIES INCLUDING $APT, $AVAX, $BTC, $BCH, $ADA, $LINK, $DOGE, $ETH, $HBAR, $LTC, $DOT, $SHIB, $SOL, $XLM, $XTZ, AND $XRP [QT @scottmelker: 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 ↗
以太坊基金会（EF）发布了一份38页的宣言，首次将以太坊定位为“价值存储和货币”，而非其此前的“世界计算机”定位。同时，EF出售了2.4万枚ETH，并质押了7万枚ETH。
Ethereum Foundation 38-page mandate, 'store of value and money', abandoning 'world computer', sold 24k ETH at $2,040, staking 70k ETH
这一战略转变表明以太坊官方对其核心价值主张的重新评估，可能影响其未来的发展方向和社区叙事。EF的资产管理行动也显示了其在市场波动中的策略性布局。
ethereum foundation just published a 38 page mandate using "store of value and money" language for the first time in any official EF document. they're abandoning "world computer" positioning. selling 24k ETH at $2,040 while staking 70k ETH. shorts at 12:1 against longs. market
@aixbt_agent ↗
联邦公开市场委员会（FOMC）会议定于明日（2026年3月19日）举行。
FOMC meeting, March 19, 2026
市场对此次会议是否会降息及美联储主席鲍威尔的言论充满期待，观察人士认为会议结果可能对长期金融未来产生影响。一份关于FOMC“原罪”和抑制通胀计划的报告已被公开。
FOMC meeting tomorrow. Can’t sleep. This Fed meeting will impact the financial futures of our great-grandchildren. Most important Fed meeting since last Fed meeting. https://t.co/hRLxXUiS6M
@geiger_capital ↗
受中东冲突影响，圣何塞汽油价格达到每加仑6.19美元。布伦特原油价格预计在2026年中期仍将维持在每桶100美元左右，而阿曼原油价格因霍尔木兹海峡受阻飙升至每桶150美元以上。尽管美国原油库存增加抵消了对阿联酋能源基础设施袭击的影响，油价略有下跌，但整体趋势仍在高位。中石化为保护工业消费者免受全球能源价格上涨冲击，将合同价格基本保持不变。亚洲多国正承受能源紧缩的冲击，巴基斯坦燃油价格飙升，印度面临烹饪用气短缺。利比亚最大油田发生火灾和管道泄漏，墨西哥Pemex Olmeca炼油厂附近也发生火灾致5人死亡，进一步冲击能源供应。澳大利亚北部海岸的一场强风暴正威胁北昆士兰采矿区。韩国将提供1.5万亿韩元援助受供应链中断影响的企业。
Gas price $6.19/gallon (San Jose), Brent oil forecast $100/barrel (mid-2026), Oman crude >$150/barrel, PetroChina stable prices, Asia energy crunch, Pakistan fuel prices, India cooking gas shortage, Brazil truckers strike, Libya oil field fire, Mexico refinery fire, Australia storm, South Korea ₩1.5T aid
伊朗持续的冲突和地区不稳定正在对全球能源价格构成显著上行压力，并扰乱供应链，导致亚洲多国经济紧张，并可能引发南美地区的劳工行动。尽管美国库存增加带来短暂缓解，但油价整体维持高位，能源基础设施事故进一步加剧了供应担忧。
🎙️ From soaring fuel prices in Pakistan to a shortage of cooking gas in India, Asia is bearing the brunt of the energy crunch sparked by the Iran War. Hear how the crisis is unfolding on the Big Take Asia Podcast. ⤵️ https://t.co/GXSlxLGT8x
@business ↗
日本2月份出口同比增长4.2%，超出预期，并连续第六个月实现增长，主要得益于亚洲需求的推动。日本制造业信心达到四年高点，尽管中东风险仍对其前景构成影响。同时，日本主要企业预计将大幅提高工资。
Japan exports +4.2% (February YoY), 6th consecutive month of gains, manufacturers' mood 4-year high, big pay hikes
日本经济在出口和制造业方面表现出强劲迹象，表明地区需求旺盛并可能带动工资增长，但地缘政治风险仍是潜在担忧。
Japan's exports top expectations as Asia demand powers February jump https://t.co/3O0bptgKGV
@reutersasia ↗
英伟达CEO黄仁勋表示，人工智能将提高生产力并创造就业机会，而非淘汰它们。英伟达正为中国市场准备Groq人工智能芯片，已获得政府许可并收到大量订单。一项新的英伟达模块可为空间AI推理提供高达25倍的计算能力，有望实现低成本的太空AI推理。
Jensen Huang (Nvidia CEO) statement on AI productivity/jobs, Groq AI chips for China, government license, new Nvidia module for space-based AI inferencing (25x more compute)
英伟达正积极拓展其AI芯片市场，尤其是在获得政府许可后进军中国市场，并在太空AI等利基应用领域进行创新。公司CEO公开倡导AI对就业的积极影响。
Exclusive: Nvidia is preparing a version of its Groq artificial-intelligence chips that can be sold to the Chinese market. More here - https://t.co/nO553Nqb9F
@reutersbiz ↗
激进投资者Elliott已大举增持日本航运公司商船三井（Mitsui OSK Lines）的股份，导致该公司股价飙升至历史新高。Elliott Management已证实了这笔投资。
Elliott Management, significant stake, Mitsui OSK Lines, shares soar to record highs
主要激进投资者的这一举动显著提振了商船三井的股价，预示着市场对其公司未来变化抱有信心或预期。
Japan's Mitsui OSK shares soar to record highs as activist investor Elliott builds 'significant' stake https://t.co/hqbm6nBeis
@cnbc ↗
伊朗最高安全官员阿里·拉里贾尼（Ali Larijani）被以色列空袭击毙。伊朗随后对以色列和美国在当地的资产发动了报复性打击。俄罗斯国家原子能公司（Rosatom）谴责了对伊朗布什尔核电站 территории 的袭击。
Iran's Ali Larijani killed, Israeli airstrike, Iran retaliatory strikes on Israel/US assets, Rosatom condemns strike on Bushehr nuclear plant
此次冲突是重大的地缘政治事件。阿联酋一位顾问认为，伊朗冲突正促使海湾国家更靠近以色列和美国。专家指出，拉里贾尼的死亡不会改变伊朗的战争立场，因为精英阶层将选出继任者。特朗普政府正在没有盟友的情况下进行伊朗战争，一些盟友拒绝了参战请求。
Iran launches retaliatory strikes on Israel and U.S. assets after security chief Larijani is killed https://t.co/vncYjEQnJM
@cnbc ↗
美联储公开市场委员会 (FOMC) 会议定于明天（3月19日）举行，市场密切关注美联储对利率走向的表态。
FOMC meeting tomorrow
投资者普遍预计此次会议将对未来的金融市场产生深远影响，许多人猜测美联储是否会降息，以及主席鲍威尔会如何评论相关经济与政治动态。
FOMC meeting tomorrow. Can’t sleep. This Fed meeting will impact the financial futures of our great-grandchildren. Most important Fed meeting since last Fed meeting.
@geiger_capital ↗
受中东冲突影响，阿曼原油价格飙升至每桶150美元以上，导致全球基准价与实物供应成本日益脱节；同时，伊朗战争也导致非洲多国面临数周燃油短缺，促使各国政府寻求替代方案，并引发巴西卡车司机因柴油价格上涨考虑罢工；中国天然气巨头中石油则承诺保持合同价格稳定，以保护工业消费者。
Oman crude oil prices surged over $150 per barrel, African economies weeks of refined fuel, PetroChina contract prices unchanged, Brazilian truckers weigh strike
中东冲突对全球能源市场造成了广泛且严重的冲击，不仅导致油价飙升和供应中断，也促使各国政府和企业采取紧急措施以应对能源安全和通胀压力。亚洲多国，如巴基斯坦和印度，正首当其冲地承受能源紧缩的冲击。
Oman crude oil prices surged to over $150 per barrel, driven by disruptions in the Strait of Hormuz, causing a growing disconnect between global benchmark prices and physical supply costs.
@business ↗
印度尼西亚央行货币宽松周期宣告结束，经济学家放弃了进一步降息的预期；澳大利亚央行在5月是否加息存在分歧，受伊朗战争影响决策充满不确定性；加纳央行预计将继续降息，尽管中东冲突带来通胀风险；瑞士国家银行因中东战争引发的避险资金流入，导致瑞郎兑欧元触及十年新高后被迫采取行动。
Bank Indonesia monetary easing cycle ended, Australia’s central bank rate increase uncertainty, Ghana’s interest-rate easing cycle to continue, SNB franc to decade highs
全球各国央行正努力平衡通胀压力与经济增长，地缘政治冲突如伊朗战争对货币政策路径产生了显著影响。一些国家被迫结束宽松周期或面临加息分歧，而另一些则选择逆势而行，或因汇率大幅波动而采取干预措施。
Bank Indonesia’s monetary easing cycle has likely come to an end, economists say, scrapping earlier calls of as many as two more rate cuts this year
@business ↗
日本2月份出口同比增长4.2%，由亚洲需求驱动已连续第六个月增长；路透调查显示，日本制造商信心升至四年高点，但中东风险对其前景造成压力；同时，日本头部企业正计划大幅提高工资，尽管伊朗冲突是关注重点。
Japan exports rise 4.2% in February, Japan manufacturers' mood hits 4-year high, Top Japan firms offer big pay hikes
日本经济在出口增长和制造业信心方面表现出显著的韧性和积极势头，且头部企业开始大幅加薪，预示着潜在的工资通胀。然而，中东冲突带来的地缘政治风险仍对未来的经济前景构成不确定性，成为企业关注的焦点。
Japan exports rise 4.2% in February from year earlier
@reutersworld ↗
美国大豆期货价格下跌，此前唐纳德·特朗普总统确认推迟其对中国的贸易谈判行程，同时原油价格下跌也加剧了跌幅。
US soy futures dropped, President Donald Trump postponed trip to China for trade talks, decline in crude oil also weighed
特朗普总统推迟对华贸易谈判的决定，直接影响了农产品市场，引发大豆期货价格下跌，表明市场对中美贸易关系前景的敏感性。
US soy futures dropped after President Donald Trump confirmed he would be postponing his trip to China for trade talks, while a decline in crude oil also weighed
@business ↗
英伟达CEO黄仁勋表示，公司已恢复面向中国市场的AI芯片生产，并在过去两周内获得了美国政府的许可证及大量中国客户订单；同时，英伟达推出了一款新的模块，可为太空AI推理提供高达25倍的计算能力。
Nvidia Groq artificial-intelligence chips for Chinese market, US government licenses, 25x more AI compute for space-based inferencing
英伟达在AI芯片领域展现出双重战略：一方面通过获得许可恢复对华销售，以满足中国市场的强劲需求，另一方面则积极拓展太空AI计算等前沿应用，进一步巩固其在AI硬件领域的领导地位。
【英伟达重启生产面向中国销售的AI芯片】首席执行官黄仁勋表示，该公司过去两周收到了大量来自中国客户的订单以及美国政府的许可证。
@ftchinese ↗
阿里巴巴宣布将其AI计算和存储产品价格上调高达34%，以应对快速增长的需求和不断上升的基础设施成本。
Alibaba raising prices AI computing and storage products up to 34%, fast-growing demand, rising infrastructure costs
此举反映了AI服务需求的强劲增长以及相关基础设施成本的显著提升。作为主要的云计算提供商，阿里巴巴的定价策略将直接影响AI开发和应用领域的成本结构，也可能预示着行业内类似的价格调整趋势。
Alibaba is raising prices for its AI computing and storage products by as much as 34%, responding to fast-growing demand and rising infrastructure costs
@business ↗
英伟达CEO黄仁勋在GTC开发者大会的问答环节中表示，他相信人工智能将提高生产力并创造就业机会，而非取代它们。
Nvidia CEO Jensen Huang, AI will increase productivity and create jobs
作为AI行业的领军人物，黄仁勋的言论为人工智能的长期影响提供了一个积极的视角，强调了其作为生产力引擎和就业创造者的潜力，而非简单的替代工具。
WATCH: Nvidia CEO Jensen Huang said that he believes AI will increase productivity and create jobs rather than eliminate them, speaking during a Q&A session at the company's GTC developer conference
@reutersbiz ↗
日本三井OSK（Mitsui OSK）的股价飙升至创纪录高点，此前激进投资者艾略特管理公司（Elliott Management）确认已购入该公司“可观”股份。
Japan's Mitsui OSK shares soar to record highs, activist investor Elliott builds 'significant' stake
艾略特管理公司的入股通常被视为公司将面临变革或价值重估的信号，从而推动股价大幅上涨。这一事件凸显了激进投资者在日本企业治理中日益增长的影响力。
Japan's Mitsui OSK shares soar to record highs as activist investor Elliott builds 'significant' stake
@cnbc ↗
苹果公司负责家居设备的顶级硬件工程主管离职，转投智能戒指制造商Oura，这对于其本已面临产品延期的部门来说是一个挫折。
Apple’s top hardware engineering executive overseeing home devices leaving for smart ring maker Oura, setback for a unit already contending with product delays
关键高管的离职通常被视为对公司特定业务部门的打击，尤其是在该部门已经面临产品延期的情况下。此事件可能加剧市场对苹果家居设备战略及其执行能力的担忧。
Apple’s top hardware engineering executive overseeing home devices is leaving for smart ring maker Oura, marking a setback for a unit already contending with product delays
@business ↗
马来西亚Sunway Healthcare公司上市首日股价飙升近32%，此前该公司通过九年来马来西亚最大规模的IPO募资7.31亿美元。
Malaysia’s Sunway Healthcare shares jumped nearly 32% in their debut, raised $731 million, largest IPO in nine years
这一强劲的首发表现表明市场对医疗保健行业的浓厚兴趣和对该公司增长前景的看好。作为马来西亚近十年来的最大IPO，其成功也将为该地区未来的新股发行提供积极信号。
Shares of Malaysia’s Sunway Healthcare jumped nearly 32% in their debut after the company raised $731 million in the country’s largest IPO in nine years
@business ↗
吉利汽车全年利润超出分析师预期并创下历史新高，作为中国第二大汽车制造商，其销量正逐渐逼近市场领导者比亚迪。
Geely Automobile’s full-year profit beat analyst estimates and climbed to a record, closed in on market leader BYD’s sales
吉利汽车的强劲业绩表明其在中国竞争激烈的汽车市场中表现出色，尤其是在追赶领先者方面取得进展。这可能预示着中国汽车市场竞争格局的进一步演变。
Geely Automobile’s full-year profit beat analyst estimates and climbed to a record as China’s second-largest carmaker closed in on market leader BYD’s sales
@business ↗
达美航空、美联航和美国航空等主要美国航空公司报告预订量激增，特别是高净值旅客的需求保持强劲，尽管地缘冲突推高了燃油成本和票价。
Delta, United, American Airlines reported surge in bookings, high-net-worth travelers, geopolitical conflicts increasing fuel costs and ticket prices
即使面对地缘政治冲突导致的成本上升和票价上涨，高净值旅客的强劲需求仍推动了美国航空公司的业绩增长。这表明高端旅游市场的韧性，以及消费者，特别是富裕消费者，对旅行体验的持续投入。
【战火难阻出行热潮，美航空巨头称预订量实现激增】达美航空、美联航和美国航空指出，尽管地缘冲突推高了燃油成本与票价，但高净值旅客的预订需求依然保持强劲。
@ftchinese ↗
在伊朗安全主管拉里贾尼被杀后，伊朗对以色列和美国资产发动了报复性袭击；以色列声称对此负责，并誓言将继续进行暗杀行动。
Iran launches retaliatory strikes on Israel and U.S. assets, security chief Larijani killed, Israel claimed killing and vowed to continue assassinations
此次事件标志着中东地区冲突的重大升级，伊朗与以色列之间的直接对抗和袭击行动预示着地区紧张局势将进一步加剧。一位分析师认为，虽然拉里贾尼已死，但伊朗的精英阶层将选出继任者，伊朗的战争姿态政策将大致延续。
【以色列称已击毙伊朗最高安全官员】以色列国防部长表示已在一次夜间空袭中击毙伊朗最高安全官员拉里贾尼，并誓言将继续进行暗杀行动。
@ftchinese ↗
伊朗伊斯兰革命卫队（IRGC）准将易卜拉欣·贾巴里公开表示，伊朗已准备好与美国进行长达十年的战争。
IRGC Brigadier General Ibrahim Jabari: We are ready to fight a decade of war with the United States
这一强硬声明反映了伊朗面对美国和地区对手的坚定立场，预示着未来可能持续的军事对抗和地缘政治紧张局势，加剧了市场对中东长期冲突的担忧。
IRGC Brigadier General Ibrahim Jabari: We are ready to fight a decade of war with the United States.
@unusual_whales ↗
一位阿联酋高级顾问表示，持续的伊朗冲突正推动海湾国家进一步靠近以色列和美国。
Top UAE advisor says the Iran conflict is driving the Gulf nations closer to Israel and the U.S.
这一声明揭示了中东地区联盟格局的深刻变化，表明伊朗的军事行动和地区影响力反而促使其他区域大国寻求与以色列和美国更紧密的合作，以应对共同的地区威胁。
JUST IN: Top UAE advisor says the Iran conflict is driving the Gulf nations closer to Israel and the U.S.
@polymarket ↗
美国最高反恐官员乔·肯特辞职，以抗议对伊朗的战争，称这场冲突“对美国人民毫无益处”，成为首位因此冲突辞职的高知名度官员。
US top counter-terrorism official Joe Kent resigned, protest war with Iran, first high-profile official to resign
高级官员的辞职凸显了美国政府内部对中东冲突战略的分歧和不满。肯特的公开声明揭示了对战争成本和效益的深刻担忧，可能对公众舆论和未来政策制定产生影响。
【美国最高反恐官员辞职，抗议对伊战争】乔•肯特成为首位就此冲突辞职的高知名度官员，他称这场冲突“对美国人民毫无益处”。
@ftchinese ↗
国泰航空将往返迪拜和利雅得的客运及货运航班取消期限延长至4月30日，加入了越来越多取消中东服务的航空公司行列。
Cathay Pacific Airways extended the cancellation of passenger and cargo flights to and from Dubai and Riyadh until April 30
此举直接反映了中东地区冲突对全球航空运输和供应链的持续冲击。航空公司延长停飞期限表明它们对该地区稳定性的担忧，并预计短期内情况不会好转。
Cathay Pacific Airways has extended the cancellation of passenger and cargo flights to and from Dubai and Riyadh until April 30, joining a growing list of carriers to pull Middle East services further into the year
@business ↗
三星正考虑转向内存芯片的多年期合同，这比通常的期限更长，可能有助于稳定供应并缓解对组件短缺的担忧。
Samsung considering multi-year contracts for memory chips, stabilize supply, ease shortage concerns
三星的这一战略转变表明其正寻求存储芯片市场的更大稳定性，旨在解决供应链波动并为客户确保长期组件供应。
Samsung is considering a shift toward multi-year contracts for memory chips, a much longer timeframe than is typical that may help stabilize supply and ease concerns about a shortage of the essential components https://t.co/zEMRfCTr5j
@business ↗
一些负债累累的尼日利亚电力生产商已停止运营，原因是客户不支付账单，且无力承担设备运营和天然气供应费用。
Nigerian power producers ceased operating, customers aren’t settling bills, can’t afford to run equipment or pay for gas supplies
这一情况凸显了尼日利亚电力部门面临的严重财务困境和运营挑战，源于付款违约和高昂的投入成本，可能导致该国严重的能源供应问题。
A number of heavily indebted Nigerian power producers have ceased operating because their customers aren’t settling their bills and they can’t afford to run their equipment or pay for gas supplies https://t.co/XviYxePNLC
@business ↗
彭博新能源财经（BloombergNEF）预测，到2030年，因电动汽车普及而减少的石油消耗量可能翻倍以上，达到525万桶。
By 2030, oil avoided due to EV adoption could more than double to 5.25 million barrels, BloombergNEF
这一预测表明交通运输领域正加速脱离化石燃料，对全球石油需求和能源转型具有深远影响。
By 2030, the amount of oil avoided due to EV adoption could more than double to 5.25 million barrels, according to BloombergNEF https://t.co/sZG4dX3TfH
@business ↗
经济学家表示，印度尼西亚央行的货币宽松周期可能已经结束，此前关于今年将有两次或更多次降息的预期已被放弃。
Bank Indonesia’s monetary easing cycle has likely come to an end, no more rate cuts this year
这预示着印度尼西亚货币政策前景的鹰派转变，可能由通胀压力或在全球经济不确定性中稳定汇率的努力驱动，偏离了此前进一步宽松的预期。
Bank Indonesia’s monetary easing cycle has likely come to an end, economists say, scrapping earlier calls of as many as two more rate cuts this year https://t.co/so2dnmv0fS
@business ↗
由于伊朗战争的动荡，全球对冲基金遭受了自“解放日”以来最严重的亏损。
Global hedge funds suffer worst losses since 'liberation day', Iran war turmoil
此次重大亏损凸显了伊朗冲突对市场，特别是对冲基金管理的金融工具和风险资产的严重影响，预示着广泛的市场波动。
Global hedge funds suffer worst losses since 'liberation day' on Iran war turmoil https://t.co/nihi6S1w3k
@cnbc ↗
X平台（原Twitter）已正式添加了“踩”按钮，并将在未来30天内逐步推出。
X officially adds a "dislike" button, rolling out over the next 30 days
这项功能可能会显著改变平台上的用户互动和内容审核动态。
BREAKING: 𝕏 rolling out dislike button over the next 30 days. https://t.co/R49aXIhZu0
@polymarket ↗
阿里巴巴将其AI计算和存储产品价格上调高达34%，以应对快速增长的需求和基础设施成本上升。
Alibaba is raising prices for its AI computing and storage products by as much as 34%
此举反映了AI基础设施的强劲需求以及扩展AI服务相关的运营成本上升，表明该领域市场增长强劲但成本压力也随之增加。
Alibaba is raising prices for its AI computing and storage products by as much as 34%, responding to fast-growing demand and rising infrastructure costs https://t.co/pZHVYjEyIN
@business ↗
英伟达CEO黄仁勋表示，AI将提高生产力并创造就业而非取代就业。此外，英伟达已收到美国政府许可，重启面向中国销售的AI芯片生产。
Nvidia CEO Jensen Huang: AI will increase productivity and create jobs; Nvidia restarts production for China AI chips, US government licenses
黄仁勋的评论回应了对AI就业影响的普遍担忧，而恢复对华芯片生产则预示着全球AI供应链和中美科技关系将迎来重大发展。
WATCH: Nvidia CEO Jensen Huang said that he believes AI will increase productivity and create jobs rather than eliminate them, speaking during a Q&A session at the company's GTC developer conference https://t.co/weycDm7vQH
@reutersbiz ↗
吉利汽车全年利润超出分析师预期并创下历史新高，同时其销量正逼近市场领导者比亚迪。
Geely Automobile’s full-year profit beat analyst estimates, climbed to a record, closing in on market leader BYD’s sales
这一强劲业绩表明吉利在汽车市场，特别是对抗老牌领导者方面，竞争力日益增强，预示着投资者对该公司持积极态度。
Geely Automobile’s full-year profit beat analyst estimates and climbed to a record as China’s second-largest carmaker closed in on market leader BYD’s sales https://t.co/DRRXK5yu7w
@business ↗
苹果公司负责家庭设备的顶级硬件工程高管将离职，加入智能戒指制造商Oura，这对苹果该部门是一个打击。
Apple’s top hardware engineering executive leaving, for smart ring maker Oura, setback for unit
此次高管离职可能给苹果的家庭设备部门带来挑战，该部门已面临产品延迟，同时也突显了Oura等创新可穿戴科技公司对顶尖人才的吸引力日益增强。
Apple’s top hardware engineering executive overseeing home devices is leaving for smart ring maker Oura, marking a setback for a unit already contending with product delays https://t.co/AKjgh13yaO
@business ↗
日本商船三井（Mitsui OSK）的股价飙升至历史新高，此前激进投资者Elliott建立了“重大”股权。
Japan's Mitsui OSK shares soar to record highs, activist investor Elliott builds 'significant' stake
Elliott的重大持股预示着商船三井可能进行公司治理改革或战略调整，推动了投资者乐观情绪和股价飙升。
Japan's Mitsui OSK shares soar to record highs as activist investor Elliott builds 'significant' stake https://t.co/hqbm6nBeis
@cnbc ↗
马来西亚Sunway Healthcare的股价在首次亮相后飙升近32%，此前该公司通过九年来该国最大规模的IPO筹集了7.31亿美元。
Malaysia’s Sunway Healthcare jumped nearly 32% in their debut, raised $731 million, largest IPO in nine years
强劲的首次上市表现和成功的IPO表明投资者对Sunway Healthcare和更广泛的马来西亚市场，特别是对大型发行，抱有坚实的信心。
Shares of Malaysia’s Sunway Healthcare jumped nearly 32% in their debut after the company raised $731 million in the country’s largest IPO in nine years https://t.co/2lkOkexrMg
@business ↗
尽管伊朗军事行动正在进行，美国仍继续向台湾运送武器。
U.S. continued weapons shipments to Taiwan, Iran special military operation
持续的军售表明，在美国在中东面临更广泛紧张局势的同时，仍维持对台湾的战略关注。
JUST IN: The U.S. has continued weapons shipments to Taiwan despite the Iran special military operation.
@polymarket ↗
中国海警“驱逐”了一艘闯入其水域的日本渔船。
China's coast guard "expelled" a Japanese fishing boat
这起事件突显了中日之间持续存在的海洋主权争议。
BREAKING: China's coast guard "expelled" a Japanese fishing boat that intruded into its waters.
@polymarket ↗
伊朗对以色列和美国在当地的资产发动了报复性打击，此前伊朗安全负责人拉里贾尼被击杀。
Iran launches retaliatory strikes on Israel and U.S. assets, security chief Larijani killed
此举加剧了中东冲突，导致全球对冲基金遭受损失，并影响了油价，尽管美国原油库存上升抵消了对阿联酋能源基础设施袭击的影响，油价仍有所下滑。
Iran launches retaliatory strikes on Israel and U.S. assets after security chief Larijani is killed https://t.co/vncYjEQnJM
@cnbc ↗
美国最高反恐官员乔·肯特辞职，抗议对伊战争，称这场冲突“对美国人民毫无益处”。
US top counterterrorism official Joe Kent resigned, Iran war "unprofitable for the American people."
这凸显了美国政府内部对中东冲突存在异议，为地缘政治格局增添了新的维度。
【美国最高反恐官员辞职，抗议对伊战争】乔•肯特成为首位就此冲突辞职的高知名度官员，他称这场冲突“对美国人民毫无益处”。https://t.co/elqsFMBP46 https://t.co/6oMR61jzfO
@ftchina ↗
Unusual Whales宣布，其MCP服务器已将Claude AI与期权、股票和预测市场的实时结构化市场数据完全对接，允许构建交易机器人、智能资金仪表板等。
Unusual Whales gave Claude full access to the options, equities, and prediction markets, MCP Server plugs into any AI and streams live, structured market data
此次整合标志着先进AI与实时金融市场数据结合的重大一步，可能为机构和高级散户投资者提供更复杂的算法交易和市场分析工具。
BREAKING: We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want.
@unusual_whales ↗
澳大利亚财政部长查默斯表示，与一周前的财政部模型相比，最新数据显示，伊朗战争可能使总体通胀额外增加0.25个百分点，并使国民总收入的负面影响翻倍。
Iran war, Australia inflation +0.25%, GDI negative impact double
澳大利亚政府对伊朗战争对国内经济的潜在负面影响进行了量化评估，显示其将显著加剧通胀压力并抑制经济增长。这突显了地缘政治冲突对全球宏观经济的广泛冲击。
Australia Treasurer Chalmers: Compared to treasury modelling a week ago, latest figures suggest Iran war could add a further quarter of a percentage point to headline inflation and double the negative impact on gross domestic income
@financialjuice ↗
Nanogenomic公司宣布推出LigandForge，这是一种能够以比现有方法快1万到100万倍的速度生成高质量肽的新方法，其预测结合亲和力与实验数据相关性高达83%，已在150个蛋白质靶点上进行基准测试。
LigandForge, high-quality peptides, 10,000x - 1M faster, 83% correlation, 150 protein targets
LigandForge的发布标志着肽生成和药物发现领域的一项重大突破，极大提升了研发效率。这可能预示着AI在生物技术和制药应用中的加速落地。
Extremely excited to announce LigandForge 🧬⚡ Generate high-quality peptides at over 10,000x - 1M the speed of state-of-the-art methods like Bindcraft and Boltzgen. Predict binding affinity with 83% correlation to experimental binding data. 150 protein targets benchmarked. https://t.co/1UWwfZjWId
@nanogenomic ↗
据报道，微软正在权衡对亚马逊与OpenAI之间500亿美元的云服务交易采取法律行动。
Microsoft, legal action, $50B, Amazon, OpenAI, cloud deal
此举表明在快速增长的AI云市场中，大型科技公司之间的竞争日益激烈，并可能引发反垄断担忧。这反映了AI基础设施领域的巨额投资和市场控制权的争夺。
MICROSOFT WEIGHS LEGAL ACTION OVER $50B AMAZON-OPENAI CLOUD DEAL – FT
@FirstSquawk ↗
吉利汽车全年利润超出分析师预期并创下历史新高，其销量也已接近市场领导者比亚迪。
Geely Automobile, full-year profit, record, beat estimates, close to BYD sales
吉利汽车的强劲表现表明中国汽车市场需求旺盛，且该公司在竞争中取得了显著进展。这可能预示着中国汽车制造商在全球市场上的影响力进一步增强。
Geely Automobile’s full-year profit beat analyst estimates and climbed to a record as China’s second-largest carmaker closed in on market leader BYD’s sales https://t.co/DRRXK5yu7w
@business ↗
知名对冲基金Elliott Management已确认持有日本航运公司商船三井（Mitsui OSK）的“重大”股权。
Elliott Management, significant stake, Japan shipper Mitsui OSK
激进投资者Elliott Management的介入通常预示着公司可能面临重组或战略调整的压力。此举可能旨在推动商船三井释放更多股东价值。
Elliott Management confirms stake in Japan shipper Mitsui OSK https://t.co/M2UBzZqOSe https://t.co/M2UBzZqOSe
@reutersbiz ↗
Sunway Healthcare在首次公开募股（IPO）首日股价飙升37%，这是马来西亚近十年来的最大规模IPO。
Sunway Healthcare, surged 37%, debut, Malaysia's biggest IPO in almost a decade
该IPO的强劲表现显示市场对Sunway Healthcare业务前景的乐观预期，也反映了投资者对马来西亚特定行业和大型上市事件的兴趣。
Sunway Healthcare surges 37% on debut after Malaysia's biggest IPO in almost a decade https://t.co/UZIIPmrj1U
@reutersasia ↗
伊朗战争持续，导致全球能源市场和供应链严重中断。霍尔木兹海峡的航运受到影响，尽管交通开始缓慢恢复，但国泰航空等承运商已将迪拜和利雅得的客货运航班取消延长至4月30日。非洲经济体面临精炼燃料短缺，油价上涨导致新加坡燃料成本飙升，并可能引发巴西卡车司机罢工。
Iran war, Strait of Hormuz, Cathay Pacific cancellations (Dubai/Riyadh until April 30), African fuel shortages, rising fuel costs, global hedge fund losses
伊朗战争对全球经济产生了广泛的连锁反应，从能源价格飙升、供应链中断到各国通胀风险加剧。尽管部分投资者保持冷静，但各国政府和企业正面临着应对高成本和不稳定性的严峻挑战。
Deprived of his economic recovery by Trump's war on Iran, Keir Starmer can now blame the president for sending Britain’s cost of living spiraling, writes @RosaFPrince (via @opinion) https://t.co/KrpEOUwEWT
@business ↗
美国SEC主席Paul Atkins正式宣布，SEC已确立四类不属于证券的加密资产：数字商品（包括BTC、ETH、SOL、XRP、DOGE等主流币）、数字收藏品（NFT和Meme币）、数字工具（ENS域名和实用凭证）以及符合GENIUS标准的支付稳定币。
SEC, Paul Atkins, four categories, non-securities, digital commodities (BTC ETH SOL XRP DOGE), digital collectibles (NFTs, meme coins), digital tools (ENS, utility tokens), payment stablecoins (GENIUS compliant)
这一声明为加密货币行业带来了期盼已久的监管清晰度，被认为是该行业向前迈出的重要一步。它降低了主要加密资产面临的证券分类风险，有望促进市场健康发展。
十年了，没有人知道手里的加密资产到底算不算证券😐 SEC主席 Paul Atkins 直接宣布：这一切，今天结束！ SEC正式确立四类不属于证券的加密资产： 1.数字商品： 包括BTC ETH SOL XRP DOGE等主流币 2.数字收藏品： NFT和meme币 3.数字工具： ENS域名和实用凭证 4.支付稳定币： 符合GENIUS https://t.co/DE9aItsigM
@PANews ↗
穆迪评级（Moody’s Ratings）推出了其区块链整合引擎，成为首家提供链上信用分析的信用评级机构。
Moody’s Ratings, blockchain integration engine, on-chain credit analysis
这一创新标志着传统金融巨头与区块链技术深度融合的重大进展，预示着信用评估领域将出现新的范式。通过链上分析，可以提高数据透明度和效率。
MOODY’S RATINGS LAUNCHES BLOCKCHAIN INTEGRATION ENGINE, BECOMES FIRST CREDIT AGENCY TO DELIVER ON-CHAIN CREDIT ANALYSIS
@scottmelker ↗
Hyperliquid平台上的WTI原油永续合约在24小时内交易量达到13.9亿美元，超过了该平台上的ETH交易量，且周末商品交易量环比增长50%。
Hyperliquid, WTI crude oil perpetual, $1.39B in 24 hours, higher volume than ETH, 50% week-over-week increase
这一数据表明加密原生资本对传统大宗商品市场的兴趣日益增长，并通过去中心化平台进行高杠杆交易。这标志着传统金融与加密市场的融合进一步深化，为投资者提供了新的风险敞口和套利机会。
hyperliquid WTI crude oil perpetual did $1.39B in 24 hours. that's higher volume than ETH on the same platform. weekend commodity trading up 50% week over week. crypto native capital discovered they can long oil at 3am sunday with 20x leverage. the convergence already happened.
@aixbt_agent ↗
高盛预测，受伊朗冲突影响，印度卢比兑美元汇率在未来一年内可能跌至95。
India’s rupee, 95 against the dollar, next year, Goldman Sachs, Iran conflict
一家主要金融机构预测印度卢比将大幅贬值，直接将其归因于伊朗冲突不断升级所带来的经济不稳定和后续影响。
India’s rupee may slump to 95 against the dollar over the next year because of the fallout from the Iran conflict, according to Goldman Sachs https://t.co/bcQEvTc6X6
@business ↗
澳大利亚财长查默斯表示，与一周前的财政部模型相比，伊朗战争可能使核心通胀率再增加0.25个百分点，并使国民总收入的负面影响翻倍，导致更高的通胀和更大的GDP冲击。
Australia Treasurer Chalmers, Iran war, quarter percentage point to headline inflation, double negative impact on gross domestic income, higher inflation, bigger GDP hit
澳大利亚政府已显著下调其经济展望，目前预计伊朗冲突将对通胀和国民收入产生更严重的上升和负面影响。
Australia Treasurer Chalmers: Compared to treasury modelling a week ago, latest figures suggest Iran war could add a further quarter of a percentage point to headline inflation and double the negative impact on gross domestic income
@financialjuice ↗
全球最大原油进口国中国正准备动用其庞大的商业石油储备；同时，伊朗战争正在迅速重塑全球天然气版图，对液化天然气（LNG）的影响已从红海改道演变为霍尔木兹海峡供应中断风险。
China, biggest crude importer, tapping commercial oil reserves, world's natural gas map, redrawn, war in Iran, LNG impact, Red Sea rerouting, Strait of Hormuz supply interruption risk
伊朗战争升级正迫使中国考虑动用战略石油储备，并从根本上改变全球天然气市场，其影响已超越红海初步中断，直达霍尔木兹海峡的直接供应风险。
China, the world’s biggest crude importer, is close to tapping its vast commercial oil reserves https://t.co/bAxS6gCQPd
@business ↗
受美以冲突连锁反应影响，日本汽油价格本周飙升至历史新高，导致日本炼油厂因海湾战争扰乱原油供应而进一步减产。
Japan, gasoline prices, record high, US-Israeli conflict, Japanese refiners, cut runs, Gulf war, disrupts crude supply
中东冲突直接导致日本汽油价格创纪录，并迫使炼油厂因原油供应中断而减少运营，预示着对能源行业和消费者产生重大经济影响。
Japan’s gasoline prices surged to a record high this week, as ripple effects from the US-Israeli conflict spread https://t.co/i06DQICApA
@business ↗
伊朗战争导致全球对冲基金遭受“解放日”以来最严重的损失，并迫使瑞士国家银行（SNB）恢复其作为避险资金港湾的传统角色，将瑞郎推至兑欧元十年来的高点。
Global hedge funds, worst losses, 'liberation day', Iran war turmoil, SNB, safe-haven flows, franc, decade highs, euro
伊朗战争正对全球金融市场产生深远而广泛的影响，导致对冲基金遭受巨大损失，并引发传统的避险需求，使瑞士法郎大幅升值，需央行干预。
Global hedge funds suffer worst losses since 'liberation day' on Iran war turmoil https://t.co/nihi6S1w3k
@cnbc ↗
据报道，微软正在权衡对亚马逊和OpenAI之间达成的价值500亿美元的云交易采取法律行动。
Microsoft, legal action, $50B, Amazon-OpenAI cloud deal
这凸显了在快速发展的AI云基础设施市场中，特别是围绕与OpenAI等领先AI模型开发商的战略合作，激烈的竞争和潜在的反垄断担忧。
When your ex gets really jealous of your new partner even though the end of the relationship was toxic: [QT @FirstSquawk: MICROSOFT WEIGHS LEGAL ACTION OVER $50B AMAZON-OPENAI CLOUD DEAL – FT]
@beffjezos ↗
在英伟达CEO对AI代理的潜力发表看好言论，并称OpenClaw为“下一个ChatGPT”后，中国OpenClaw相关股票跳涨，中国“AI老虎”股飙升。
Chinese shares, OpenClaw, jumped/surged, Nvidia’s chief, bullish comments, AI agents, ‘next ChatGPT’
英伟达CEO的积极评价极大地提振了投资者对中国OpenClaw相关公司的信心和市场估值，表明市场对其潜力抱有强烈信念。
China’s ‘AI tigers’ see shares surge after Nvidia CEO touts OpenClaw as ‘next ChatGPT’ https://t.co/AVUeGyudSB
@cnbc ↗
Nanogenomic发布LigandForge，一种生成高质量肽的新方法，速度比现有最先进方法快1万至100万倍，并在150个蛋白质靶点上预测结合亲和力与实验数据关联度达83%。
LigandForge, peptides, 10,000x - 1M speed, 83% correlation, 150 protein targets
这代表了AI驱动药物发现领域的重大突破，大幅加速了肽的生成和结合亲和力预测，有望彻底改变药物研发。
Claude code for peptides becoming real soon? [QT @nanogenomic: Extremely excited to announce LigandForge 🧬⚡ Generate high-quality peptides at over 10,000x - 1M the speed of state-of-the-art methods like Bindcraft and Boltzgen. Predict binding affinity with 83% correlation to experimental binding data. 150 protein targets benchmarked. https://t.co/1UWwfZjWId]
@beffjezos ↗
AI公司不披露其安全团队的数据，有分析表明这些团队只占总员工的一小部分。
AI companies, no data on safety teams, tiny fraction of staff, analysis
这引发了对AI行业内企业透明度以及AI安全投入优先级的严重担忧，暗示快速部署可能超越了充分的风险缓解措施。
AI companies don't disclose data about their safety teams. But this analysis suggests they're a tiny fraction of overall staff, says @parmy https://t.co/JUxHw3ZoR7
@opinion ↗
据英国金融监管机构的一项审查显示，尽管Meta此前承诺阻止，但其在美国却多次未能阻止其平台上的高风险非法金融产品广告。
Meta, repeatedly failed, illegal ads, high-risk financial products, Britain, financial regulator, review
这表明Meta在英国持续存在监管不合规问题，凸显了其在平台内容审核方面，特别是针对金融诈骗，面临的持续挑战。
Exclusive: US tech giant Meta has repeatedly failed to stop illegal ads for high-risk financial products running on its platforms in Britain, despite committing to block them, according to a review by the country's financial regulator. More here: https://t.co/jQXATTbMFf
@reutersbiz ↗
中国以外最大的铝生产商俄罗斯Rusal因成本上升和铝产量下降，录得自2014年以来的首次年度亏损。
Rusal, largest aluminum producer outside China, first annual loss since 2014, higher costs, lower aluminium output
该公司遭受的重大财务挫折，凸显了在当前经济环境下，运营成本上升和产量下降对主要大宗商品生产商的严重影响。
Rusal, the largest aluminum producer outside China, recorded its first annual loss since 2014 due to higher costs https://t.co/nkCIyVKjGu
@business ↗
韩国正着手限制上市公司分拆子公司上市，旨在遏制这种长期以来被指稀释股东价值的做法。
South Korea, restrict publicly traded companies, listing subsidiaries, dilute shareholder value
这项监管举措旨在通过解决此前稀释母公司股票价值的做法，改善公司治理并保护股东利益。
South Korea is moving to restrict publicly traded companies from listing subsidiaries, aiming to curb a practice long blamed for diluting shareholder value https://t.co/K6xHJTUXQC
@business ↗
香港金融行业日益收紧的监管打击，正迫使银行和律师在交易撮合上更加谨慎，从而危及香港的IPO复苏。
Hong Kong, regulatory crackdown, financial industry, cautious dealmaking, IPO recovery at stake
香港日益严格的监管审查正在对金融交易和投行活动产生寒蝉效应，威胁到该地区IPO市场恢复的能力。
The intensifying regulatory crackdown on Hong Kong's financial industry is forcing banks and lawyers to be more cautious about dealmaking, putting its IPO recovery at stake. Bloomberg's @DavidInglesTV reports: https://t.co/dcV9UlWejL https://t.co/7Fp958vZEk
@business ↗
埃利奥特管理公司（Elliott Management）已确认购入日本航运公司商船三井（Mitsui OSK）的“重要”股份。
Elliott Management, 'significant' stake, Japan shipper, Mitsui OSK
这一举动表明，一位知名激进投资者已在日本航运巨头商船三井中获得了重要头寸，可能预示着未来企业行动或对公司变革施压。
Exclusive: Elliott takes 'significant' stake in Japan shipper Mitsui OSK https://t.co/Zs2tRngDN1 https://t.co/Zs2tRngDN1
@reutersworld ↗
中国电商巨头京东（JD.com）将以自有物流系统支持其海外平台Joybuy进军欧洲市场。
JD.com, enter Europe, Joybuy, own logistics system
京东凭借其强大的物流体系战略性地扩张欧洲市场，预示着现有电商玩家将面临更激烈的竞争，并可能为欧洲消费者带来更多选择。
【Lex专栏：京东进军欧洲将是消费者福音】这家中国电商巨头将以自有物流体系支持海外平台Joybuy。亚马逊暂且无需紧张，而新竞争者到来将让消费者受益。https://t.co/IFmDG6JgMO
@ftchinese ↗
伊朗外交部长在接受半岛电视台采访时表示，德黑兰的核政策不会发生重大变化，但提出战后由沿岸国家起草一项霍尔木兹海峡新规，以在“特定条件”下确保基于伊朗和地区利益的安全通行。
Iran's Foreign Minister, Al Jazeera, Tehran's nuclear doctrine, not significantly change, new supreme leader's views, new protocol, Hormuz Strait, littoral states, after the war, safe passage, 'specific conditions', Iranian and regional interests
伊朗表示其核政策近期将保持稳定，但建议在冲突结束后，通过一项服务于自身利益的新协议，以区域控制霍尔木兹海峡的关键航道。
Iran's Foreign Minister, in an interview with Al Jazeera: I don't think Tehran's nuclear doctrine will significantly change, but need to wait for the new supreme leader's views
@financialjuice ↗
被以色列称为“伊朗事实上的领导人”的阿里·拉里贾尼（Ali Larijani）遇刺身亡，引发了关于通过外交途径解决战争的可能性是否已终结的疑问。
Ali Larijani, assassination, 'de-facto leader of Iran' (Israel's label), diplomatic solution, war
这位关键伊朗人物的遇刺被视为一次重大升级，可能关闭了通过外交途径解决持续冲突的希望。
Israel called him the 'de-facto leader of Iran', but with the assassination of Ali Larijani, has any chance of a diplomatic solution to the war ended? https://t.co/cFvxnqtWax
@business ↗
本周巴基斯坦对阿富汗发动了致命空袭，引发全球警报和停火呼吁，进一步使伊朗冲突附近地区的动态复杂化。
Pakistan, deadly airstrikes, Afghanistan, global alarm, calls for ceasefire, near Iran conflict
这次新的军事行动扩大了区域不稳定范围，引起国际关注，并突显了中东和南亚地区冲突的相互关联性。
Pakistan’s deadly airstrikes in Afghanistan this week have sparked global alarm and calls for ceasefire, as the world grapples with the implications of another conflict near Iran https://t.co/leagu2mA08
@business ↗
伊朗对以色列和海湾地区的袭击彻夜未止，美国总统特朗普称美国可能“在不久的将来”结束战争；法国表示愿意协助美国确保霍尔木兹海峡安全，但前提是船只未受攻击。目前霍尔木兹海峡的交通已开始缓慢恢复。
Iranian attacks, Israel, Gulf, continued overnight, Trump, end war “in the near future”, France, U.S., secure Strait of Hormuz, not while ships under attack, traffic trickling
伊朗持续的敌对行动和报复行动引发了特朗普关于迅速解决战争的言论，同时法国等国际伙伴对确保关键航道安全提供了有条件的支持，表明尽管部分交通恢复，风险和中断仍在持续。
France ready to help U.S. secure Strait of Hormuz — but not while ships are under attack https://t.co/DBtx8ZUvBU
@cnbc ↗
有越来越多的疑虑认为，中国正在利用信息自由（FOI）法律来收集英国的安全数据。
China, exploiting FOI laws, gather UK security data
这引发了对中国可能通过合法途径进行国家情报收集的担忧，突显了国家安全威胁和间谍活动的新层面。
Suspicions grow that China is exploiting FOI laws to gather UK security data https://t.co/5vp8LMzyfa
@ftchina ↗
美国证券交易委员会（SEC）主席保罗·阿特金斯宣布，SEC正式确立四类不属于证券的加密资产：数字商品（包括BTC、ETH、SOL、XRP、DOGE等主流币）、数字收藏品（NFT和Meme币）、数字工具（ENS域名和实用凭证）和符合GENIUS标准的支付稳定币。
SEC, Paul Atkins, four categories, BTC ETH SOL XRP DOGE, NFTs, meme coins, ENS, utility tokens, Payment Stablecoins, GENIUS
这一举措为美国加密货币行业提供了急需的监管清晰度，明确了不被视为证券的具体加密资产类型。币安创始人赵长鹏认为这是行业迈出的巨大积极一步。
👏👏👏👏 This is awesome to hear, and a huge step for the crypto industry to have this clarity from SEC. I will be joining the #DCBlockchain Summit VIRTUALLY on Wednesday, March 18 at 9:25 AM ET. Will be sharing thoughts on crypto in the U.S., what's next for the industry, and [QT @PANews: 十年了，没有人知道手里的加密资产到底算不算证券😐 SEC主席 Paul Atkins 直接宣布：这一切，今天结束！ SEC正式确立四类不属于证券的加密资产： 1.数字商品： 包括BTC ETH SOL XRP DOGE等主流币 2.数字收藏品： NFT和meme币 3.数字工具： ENS域名和实用凭证 4.支付稳定币： 符合GENIUS https://t.co/DE9OQZitsigM]
@cz_binance ↗
穆迪评级（Moody’s Ratings）推出了区块链整合引擎，成为首家提供链上信用分析的信用评级机构。
Moody’s Ratings, blockchain integration engine, first credit agency, on-chain credit analysis
这标志着传统信用评级机构在采用区块链技术进行金融分析方面迈出了重要一步，弥合了Web2和Web3金融基础设施之间的鸿沟。
MOODY’S RATINGS LAUNCHES BLOCKCHAIN INTEGRATION ENGINE, BECOMES FIRST CREDIT AGENCY TO DELIVER ON-CHAIN CREDIT ANALYSIS
@scottmelker ↗
Hyperliquid平台上的WTI原油永续合约在24小时内交易量达到13.9亿美元，超过了同期以太坊在该平台上的交易量。周末商品交易量环比增长50%，显示出加密原生资本正以20倍杠杆在周日凌晨3点做多石油。
Hyperliquid WTI crude oil perpetual, $1.39B in 24 hours, higher volume than ETH, weekend commodity trading up 50% WoW, crypto native capital, long oil, 20x leverage
这表明加密货币与传统商品市场之间出现了显著融合，去中心化金融（DeFi）平台正在实现石油等现实世界资产的全天候高杠杆交易。
hyperliquid WTI crude oil perpetual did $1.39B in 24 hours. that's higher volume than ETH on the same platform. weekend commodity trading up 50% week over week. crypto native capital discovered they can long oil at 3am sunday with 20x leverage. the convergence already happened.
@aixbt_agent ↗
卡塔尔占全球氦气产量的34%，伊朗战争正导致氦气供应受到巨大冲击，进而影响半导体和芯片生产。
Qatar, 34% global helium production, Iran war, supply shock, semiconductors
伊朗冲突的经济影响广泛，为半导体等关键产业的必需品氦气制造了严重的供应瓶颈。
Qatar accounts for 34% of global helium production, which means war in Iran is acting as a huge supply shock for semiconductors and chip production (and baloons?)
@lizannsonders ↗
澳大利亚财政部最新模型显示，伊朗战争可能使澳洲总体通胀率额外增加0.25个百分点，并使国内总收入的负面影响翻倍；财长查默斯表示，今年通胀达到4%或更高水平的可能性“非常真实”。
Australia Treasury, Iran war, +0.25% to headline inflation, double negative impact on GDI, inflation high 4s or higher
伊朗战争对澳大利亚经济的负面影响预计将比此前估计的更为严重，通胀加剧且国民收入受损。这表明澳大利亚面临持续的通胀压力，可能对货币政策构成挑战。
Australia Treasurer Chalmers: Compared to treasury modelling a week ago, latest figures suggest Iran war could add a further quarter of a percentage point to headline inflation and double the negative impact on gross domestic income
@financialjuice ↗
伊朗战争正迅速重绘全球天然气版图，其对液化天然气（LNG）的影响已从红海航线改道演变为霍尔木兹海峡供应中断风险。对亚洲而言，核心问题是供应安全；对中国而言，则是组合调度和成本传导。
Global natural gas map, redrawn, war in Iran, LNG, Red Sea, Strait of Hormuz, supply interruption risk
中东冲突对全球液化天然气市场构成严重且不断升级的威胁，尤其对严重依赖这些供应的亚洲经济体。这需要战略调整，并可能导致成本上升。
【中东战事如何重估全球LNG市场】陈钰什：中东战事对LNG的冲击，已经从红海绕航演变为霍尔木兹供给中断风险。对亚洲，核心问题是保供；对中国，核心问题是组合调度与成本传导。
@ftchinese ↗
俄罗斯一艘驶往中国的油轮中途改道前往印度。作为全球最大原油进口国的中国正准备动用其庞大的商业石油储备。受海湾战争原油供应中断影响，日本炼油厂进一步削减产量。
Russian oil tanker, U-turn China to India; China, crude importer, tapping commercial oil reserves; Japanese refiners, cut runs, Gulf war, crude supply disruptions
全球原油市场正经历重大供应中断和贸易路线重构，凸显了地缘政治冲突对能源安全和市场策略的直接影响。主要进口国正采取措施应对潜在短缺。
A Russian oil-laden tanker that was bound for China has U-turned in and is now hurrying to India https://t.co/vpkdM4u2Fu
@business ↗
本周日本汽油价格飙升至历史新高，受到美以冲突连锁反应的影响。汽油价格上涨给汽车制造商、经销商和车主带来不确定性，但也为二手电动汽车经销商带来商机。
Japan, gasoline prices, record high, US-Israeli conflict, carmakers, electric cars
中东冲突导致全球能源成本通胀显著，影响日本消费价格和经济稳定。高昂的汽油价格正促使消费者行为改变，并可能加速向电动汽车的转型。
Japan’s gasoline prices surged to a record high this week, as ripple effects from the US-Israeli conflict spread https://t.co/i06DQhPicA
@business ↗
Nanogenomic发布了LigandForge，这是一款新工具，生成高质量肽的速度比现有最先进方法快1万到100万倍，预测结合亲和力与实验数据相关性达83%，已在150个蛋白质靶点上进行基准测试。
LigandForge, Nanogenomic, high-quality peptides, 10,000x - 1M faster, 83% correlation, 150 protein targets
这项突破代表了AI驱动肽生成和结合亲和力预测的重大进展，将极大地加速药物发现和生物学研究进程。
Extremely excited to announce LigandForge 🧬⚡ Generate high-quality peptides at over 10,000x - 1M the speed of state-of-the-art methods like Bindcraft and Boltzgen. Predict binding affinity with 83% correlation to experimental binding data. 150 protein targets benchmarked. https://t.co/1UWwfZjWId
@nanogenomic ↗
Tether的AI团队发布了QVAC Fabric，其中包括“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的训练和推理。
Tether AI, QVAC Fabric, Cross-Platform BitNet LoRA Framework, billion-parameter AI, consumer GPUs, smartphones
这项突破性进展显著降低了大规模AI训练和推理的门槛，有望加速AI在更广泛设备上的开发和应用。
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CEO称赞OpenClaw是“下一个ChatGPT”，引发中国“AI猛虎”股票大涨。Meta的Manus也发布了桌面应用，将其AI代理带到个人设备上，以应对“OpenClaw热潮”。亚马逊CEO安迪·贾西表示，AI可帮助AWS实现6000亿美元年销售额，是其此前估计的两倍；三星预计全球AI繁荣将保持今年芯片需求强劲；美光则在AI热潮的推动下，在财报前获得极高市场预期。
Nvidia CEO, OpenClaw, 'next ChatGPT'; China's AI tigers shares surge; Meta's Manus desktop app, AI agent; Amazon AWS, AI, $600B sales forecast; Samsung, AI boom, strong chip demand; Micron, AI boom expectations
行业巨头对AI及其相关硬件的市场预测和需求预期显著提高，表明AI领域正经历强劲增长势头。高调的认可和产品发布正推动投资者对AI相关公司的信心。
WATCH: Amazon CEO Andy Jassy said AI could help cloud computing unit Amazon Web Services achieve $600 billion in annual sales, double his own prior estimate, while Samsung said it expects the global AI boom to keep chip demand strong this year https://t.co/GvNHjSDiqJ https://t.co/brFDZOPKcr
@reutersbiz ↗
韩国正着手限制上市公司分拆子公司上市，以遏制长期以来被指责稀释股东价值的做法。一位韩国养老基金官员估计，韩国股市上涨一半归因于市场改革，另一半归因于半导体上行周期。
South Korea, restrict listing subsidiaries, market reforms, semiconductor upcycle, stock market rally
这项监管改革旨在通过防止子公司IPO带来的稀释来保护股东价值。市场改革和半导体周期的上行共同推动了韩国股市的近期涨势。
South Korea is moving to restrict publicly traded companies from listing subsidiaries, aiming to curb a practice long blamed for diluting shareholder value https://t.co/K6xHJTUXQC
@business ↗
中国境外最大的铝生产商俄铝（Rusal）因成本上升录得2014年以来的首次年度亏损。巴斯夫（BASF）计划将部分产品价格提高30%或更多，以应对能源和原材料成本的飙升。HelloFresh公布第四季度核心利润低于预期。
Rusal, first annual loss since 2014; BASF, price hike up to 30%+; HelloFresh, Q4 core profit, below expectations
这表明主要大宗商品生产商和消费者面临显著的财务挑战，全球通胀压力正在直接转化为企业利润受损和产品价格大幅上涨。
BASF to Hike Some Prices by Up to 30% or More as Energy, Materials Costs Soar https://t.co/NpfOM3De8g
@wsjbusiness ↗
香港金融业日益强化的监管打击正迫使银行和律师对交易活动更加谨慎，这使得香港IPO市场的复苏面临风险。
Hong Kong financial industry, regulatory crackdown, dealmaking caution, IPO recovery at stake
收紧的监管环境正在阻碍香港的金融市场活动，特别是其吸引和执行IPO的能力，这可能影响其作为国际金融中心的地位。
The intensifying regulatory crackdown on Hong Kong's financial industry is forcing banks and lawyers to be more cautious about dealmaking, putting its IPO recovery at stake. Bloomberg's @DavidInglesTV reports: https://t.co/dcV9UlWejL https://t.co/7Fp958vZEk
@business ↗
美国国家反恐中心主任乔·肯特（Joe Kent）于今日辞职，理由是反对正在进行的伊朗战争，他声称伊朗未对美国构成迫在眉睫的威胁，且战争是美国挑起的。同时，伊朗对以色列和海湾地区的袭击彻夜未止，并进行了“报复性”袭击。特朗普表示美国“在不久的将来”可能结束战争。伊朗外长则表示，德黑兰的核战略不会发生重大变化，但需等待新任最高领袖的意见。
Joe Kent, NCTC Director, resigned, war in Iran; Iranian attacks, Israel/Gulf; Iran retaliated; Trump, end war 'near future'; Iran FM, nuclear doctrine
高层官员的辞职凸显了美国对伊朗战争的严重内部异议，同时军事行动的持续表明冲突正在升级。特朗普的言论提供了潜在的解决时间线，而伊朗就核政策的态度则显示出领导层更替前的谨慎与延续性。
If you wondered why we're attacking Iran, Trump's counterterrorism head explains. [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]
@paulg ↗
伊朗外交部长表示，战争结束后，霍尔木兹海峡的新安全通行协议应由沿岸国家在“特定条件”和符合伊朗及地区利益的基础上起草。法国表示愿意帮助美国确保霍尔木兹海峡的安全，但前提是船只未受攻击。中国发言人强调，特朗普访华延迟与霍尔木兹海峡航行问题“无关”。彭博社报道揭露了伊朗最高领袖顾问阿里·沙姆哈尼之子侯赛因·沙姆哈尼石油交易背后的金融网络。
Iran FM, new protocol, Strait of Hormuz; France, help US secure Strait of Hormuz (conditional); China spokesperson, Trump visit delay unrelated; Hossein Shamkhani, Iranian oil, financial networks
霍尔木兹海峡的战略重要性日益凸显，伊朗提出冲突后由地区国家起草通行协议，但国际社会对此持谨慎态度。中美双方就区域事件的公开表态以及对伊朗高层金融网络的揭露，均反映出该地区复杂的地缘政治和经济利益交织。
Iran's foreign minister, in an interview with Al Jazeera, says: A new protocol to ensure safe passage under 'specific conditions' and based on Iranian and regional interests.
@financialjuice ↗
本周巴基斯坦在阿富汗发动的致命空袭引发全球警报和停火呼吁。阿富汗民众正在喀布尔一个被巴基斯坦轰炸的康复中心搜寻亲人。
Pakistan airstrikes, Afghanistan, Kabul rehab center bombed, global alarm, ceasefire calls
此次冲突加剧了地区不稳定，特别是在伊朗附近，引发了国际社会的担忧并呼吁停火。空袭对平民造成了严重伤害。
Pakistan’s deadly airstrikes in Afghanistan this week have sparked global alarm and calls for ceasefire, as the world grapples with the implications of another conflict near Iran https://t.co/leaqu2mA08
@business ↗
欧盟委员会主席乌尔苏拉·冯德莱恩将于下周（3月23日至25日）访问澳大利亚，此前她曾表示欧盟与澳大利亚的贸易协议已“进入最后阶段”。此次访问旨在加强欧盟与印太地区“值得信赖、志同道合的伙伴”的关系。
Ursula von der Leyen, visit Australia, March 23-25, EU-Australia trade deal 'final stretch', strengthen EU ties, Indo-Pacific
此次访问表明欧盟正大力推动与澳大利亚达成重要的贸易协议，旨在深化双方在印太地区的经济和战略联系。这体现了欧盟在该地区扩大影响力的战略。
European Commission President Ursula von der Leyen will travel to Australia next week, just days after she said that a trade deal between the two sides is “in the final stretch” https://t.co/Chcyqvuw7
@business ↗
万事达卡斥资18亿美元收购了BVNK，该公司去年在130个国家处理了300亿美元的支付，万事达卡击败了Coinbase以进入稳定币领域。
Mastercard, $1.8B, BVNK acquisition, $30B payments, 130 countries, outbid Coinbase, stablecoins
此次收购标志着万事达卡在稳定币和更广泛的加密支付领域迈出了重要一步，表明主要机构对该领域的浓厚兴趣和激烈竞争。
Mastercard just paid $1.8bn to enter stablecoins. BVNK processed $30bn in payments last year across 130 countries, and Mastercard outbid Coinbase to get it. https://t.co/GN8UP5Txlp
@thenextweb ↗
Hyperliquid平台WTI原油永续合约在24小时内交易量达到13.9亿美元，超过该平台同期ETH的交易量，且周末商品交易量环比增长50%。
Hyperliquid WTI crude oil perpetual, $1.39B in 24 hours, higher volume than ETH, weekend commodity trading up 50% WoW
这表明大量加密原生资本正流入商品衍生品市场，预示着传统金融与去中心化金融的融合趋势显著加速。
hyperliquid WTI crude oil perpetual did $1.39B in 24 hours. that's higher volume than ETH on the same platform. weekend commodity trading up 50% week over week. crypto native capital discovered they can long oil at 3am sunday with 20x leverage. the convergence already happened.
@aixbt_agent ↗
本周，受美国-以色列冲突的连锁反应影响，日本汽油价格飙升至历史新高。
Japan, gasoline prices, record high
中东冲突对全球能源市场的影响已蔓延至亚洲，导致日本消费者面临创纪录的燃料成本，加剧了通胀压力。
Japan’s gasoline prices surged to a record high this week, as ripple effects from the US-Israeli conflict spread https://t.co/i0BPk89XXj
@business ↗
作为全球最大的原油进口国，中国即将动用其庞大的商业石油储备。
China, crude importer, tapping commercial oil reserves
此举可能旨在应对全球原油市场的不确定性或国内需求压力，对国际油价和地缘政治平衡具有重要影响。
China, the world’s biggest crude importer, is close to tapping its vast commercial oil reserves https://t.co/bAxS6gCQPd
@business ↗
伊朗战争正在导致全球氦气供应出现巨大冲击，卡塔尔占据全球氦气产量的34%，这进一步影响了半导体和芯片生产。
Qatar, 34% global helium production, Iran war, semiconductor/chip production supply shock
氦气作为芯片生产的关键材料，其供应中断凸显了地缘政治冲突对高科技产业链的深远影响，可能加剧全球芯片短缺。
Qatar accounts for 34% of global helium production, which means war in Iran is acting as a huge supply shock for semiconductors and chip production (and baloons?) @DataArbor @USGS https://t.co/Eh9Ok89XXj
@lizannsonders ↗
英国央行可能将对飙升的能源价格采取比预期更激进的应对措施。
Bank of England, soaring energy prices, aggressive response
面对居高不下的通胀压力，英国央行暗示可能通过更强硬的货币政策来控制能源价格带来的经济影响，这可能包括更大幅度的加息。
The Bank of England may respond more aggressively than expected to soaring energy prices https://t.co/Je4HAp0Qxa
@business ↗
澳大利亚财政部预测，伊朗战争将导致该国通胀更高，并对GDP造成更大的冲击。
Australia's Treasury, higher inflation, bigger GDP hit, Iran war
澳大利亚的最新分析强调了中东冲突对全球经济的广泛负面影响，特别是对商品价格和经济增长的压力。
Australia's Treasury forecasts higher inflation, bigger GDP hit from Iran war in new analysis https://t.co/dxRjXwTpN5
@reutersasia ↗
三星已同意与Advanced Micro Devices (AMD) 合作，共同开发下一代AI内存和计算技术。
Samsung, AMD, AI memory, computing technologies, collaboration
这项合作旨在整合两家科技巨头的优势，共同推动AI硬件技术发展，可能对未来的AI基础设施和性能产生深远影响。
Samsung has agreed to supply and collaborate with Advanced Micro Devices on next-generation AI memory and computing technologies https://t.co/7eItJXLopS
@business ↗
Tether AI团队发布了QVAC Fabric新版本，其中包括“全球首个跨平台BitNet LoRA框架”，可在消费级GPU和智能手机上实现亿级参数AI训练和推理。
Tether AI, QVAC Fabric, Cross-Platform BitNet LoRA Framework, AI training/inference, consumer GPUs/smartphones
这一突破性进展使得大型AI模型训练和推理能更广泛地在普通硬件上进行，极大地降低了AI开发的门槛，推动AI普及化。
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CEO将OpenClaw誉为“下一个ChatGPT”后，中国的“AI虎企”股票大涨。
China's 'AI tigers', shares surge, Nvidia CEO, OpenClaw, 'next ChatGPT'
英伟达CEO的认可提升了市场对OpenClaw技术及其相关中国AI公司的信心，预示着新的AI竞争格局正在形成。
China’s ‘AI tigers’ see shares surge after Nvidia CEO touts OpenClaw as ‘next ChatGPT’ https://t.co/AVUeGyudSB
@cnbc ↗
亚马逊CEO安迪·贾西表示，AI有望帮助其云计算部门Amazon Web Services (AWS) 实现6000亿美元的年销售额，是其此前预估的两倍。
Amazon CEO Andy Jassy, AWS, $600 billion annual sales, AI
这一大幅上调的销售预测表明亚马逊对AI技术在云服务领域的巨大商业潜力抱有极高期望，并将其视为未来增长的关键驱动力。
WATCH: Amazon CEO Andy Jassy said AI could help cloud computing unit Amazon Web Services achieve $600 billion in annual sales, double his own prior estimate, while Samsung said it expects the global AI boom to keep chip demand strong this year https://t.co/GvNHxSDiqJ https://t.co/brFDZOPKcr
@reutersbiz ↗
在缺乏投资者兴趣的情况下，在线调查工具公司Qualtrics被迫取消了一项价值53亿美元的贷款和债券交易。
Qualtrics, $5.3 billion, loan and bond deal, iced
这反映出在当前信贷市场中，并非所有公司都能轻松获得融资，投资者对特定资产的风险偏好正在下降。
While credit markets are open to many companies, they're starting to close for others. Qualtrics, which makes online survey tools, had to ice a $5.3 billion loan and bond deal due to lack of investor appetite. https://t.co/DE0BfMnHYT
@lisaabramowicz1 ↗
腾讯公布季度营收增长13%，其核心游戏和广告业务表现强劲，同时公司正加大对代理式AI的投入。
Tencent, 13% rise in quarterly revenue, agentic AI
腾讯的业绩凸显了其在传统核心业务上的韧性，并表明公司将AI视为未来增长的重要战略方向。
Tencent posted a 13% rise in quarterly revenue, underscoring solid momentum in its core gaming and advertising units while it ramps up a bet on agentic AI https://t.co/b4rAh5j4kY
@business ↗
瑞银集团已完成将所有原瑞士信贷客户迁移至其自身系统的工作，特别是瑞士境内的客户。
UBS Group, Credit Suisse clients, migration completed, Switzerland
这一里程碑标志着瑞银对瑞士信贷整合进程的关键一步，有望减少运营风险并实现协同效应。
UBS completes migration of Credit Suisse clients in Switzerland https://t.co/Pe0wxPu4Xx https://t.co/Pe0wxPu4Xx
@reutersbiz ↗
UniCredit周一公布了一项350亿欧元收购德国商业银行（Commerzbank）的要约，旨在深化其对这家德国竞争对手的影响力。
UniCredit, Commerzbank, €35 billion bid
这一大规模收购提议预示着欧洲银行业的进一步整合，可能重塑区域金融格局，并引发反垄断审查。
UniCredit on Monday unveiled a €35 billion bid for Commerzbank to deepen its influence over the German rival https://t.co/qldGSLXCHZ
@business ↗
沃尔玛正在关闭部分门店数周，以测试一项激进的新战略。
Walmart, shuttering stores, new strategy
此举表明沃尔玛在寻求零售模式的创新，可能涉及优化门店布局、提升线上线下融合或测试新的运营效率模式。
Walmart is shuttering select stores for weeks at a time to test a radical new strategy. https://t.co/AF8AhqCV90
@thestreet ↗
国家反恐中心主任乔·肯特辞职，理由是他无法支持正在进行的伊朗战争，并明确表示伊朗没有对美国构成迫在眉睫的威胁，且战争由美国挑起。
Joe Kent, Director of National Counterterrorism Center, resigned, Iran war, "no imminent threat"
这位高级官员的辞职揭示了美国政府内部对伊朗战争合法性的严重分歧，可能加剧国内对战争动机的质疑。
If you wondered why we're attacking Iran, Trump's counterterrorism head explains. [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]
@paulg ↗
英国将调查一起涉及美国要求使用英国军事基地以进行伊朗行动的信息泄露事件。
UK, US, British military bases, Iran operation, leak investigation
此泄露事件可能损害英美之间的情报合作和信任，并引发对行动计划保密性的担忧，尤其是在敏感的军事部署背景下。
BREAKING: UK to investigate leak of information related to a U.S. request to use British military bases before the Iran operation began.
@polymarket ↗
一艘原本驶往中国的俄罗斯运油船在中途掉头，现正迅速驶向印度。
Russian oil-laden tanker, China, India, U-turn
这一意外的航线变动表明地缘政治和制裁压力正在重塑全球能源贸易流向，可能反映出中国和印度对俄罗斯石油的不同需求和风险考量。
A Russian oil-laden tanker that was bound for China has U-turned in and is now hurrying to India https://t.co/vpkdM4u2Fu
@business ↗
由于伊朗战争持续且前景不明，霍尔木兹海峡仍处于实际关闭状态。
Strait of Hormuz, shut, Iran war
霍尔木兹海峡是全球重要的石油运输咽喉，其关闭对全球能源供应和国际贸易构成严重威胁，加剧了地缘政治风险。
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 to our Live Q&A 🔜 https://t.co/LuNjKiygbb https://t.co/PlJ65D3prD
@business ↗
巴基斯坦轰炸了喀布尔的一处康复中心，阿富汗人正在寻找失踪的亲人。
Pakistan, Kabul rehab center, bombed
此次军事行动造成平民伤亡，加剧了阿富汗地区的人道主义危机和地区紧张局势，可能引发国际社会的谴责。
Afghans search for loved ones at Kabul rehab centre bombed by Pakistan https://t.co/aDYpXYwwLp
@reutersasia ↗
参议员辛西娅·拉米斯倡导《清晰法案》(THE CLARITY ACT)，旨在将美国打造成全球数字资产中心。
Senator Cynthia Lummis, THE CLARITY ACT, US, digital asset capital
这项立法努力反映了美国政府内部推动加密货币监管框架的决心，旨在通过明确的规则吸引创新和投资，巩固美国在全球数字金融领域的领导地位。
SENATOR CYNTHIA LUMMIS: 🇺🇸 "AMERICA CAN’T LEAD IN GLOBAL FINANCIAL INNOVATION IF WE CAN’T EVEN WRITE THE RULES." "THE CLARITY ACT PAVES THE WAY TO MAKE THE U.S. THE DIGITAL ASSET CAPITAL OF THE WORLD."
@scottmelker ↗
万事达卡斥资18亿美元收购加密支付公司BVNK，旨在进军稳定币市场，并在竞购中击败了Coinbase。
Mastercard, $1.8bn, BVNK, stablecoins, acquisition
这一重大收购表明传统金融巨头正积极布局加密货币领域，尤其是看好稳定币在支付和结算中的潜力，预示着该领域竞争将日益激烈。
Mastercard just paid $1.8bn to enter stablecoins. BVNK processed $30bn in payments last year across 130 countries, and Mastercard outbid Coinbase to get it.
@thenextweb ↗
财政部长珍妮特·耶伦表示，伊朗冲突可能拖累美国经济增长并推高通胀，使美联储更不愿降息。经济学家普遍警告，伊朗战争导致的油价飙升将损害美国经济增长，并阻碍降息进程。
Janet Yellen, Iran conflict, US growth, inflation, Fed rates, economists, oil price surges, FT-Booth School survey
伊朗冲突被视为美国经济的重大下行风险，可能导致通胀上升和经济增长放缓。这增强了美联储在降息问题上保持谨慎的预期，表明地缘政治对货币政策路径有直接影响。
Janet Yellen has said that the Iran conflict could weigh on U.S. growth and lift inflation, likely making the Federal Reserve more hesitant to cut rates.
@unusual_whales ↗
伊拉克通过输油管道恢复对土耳其的石油出口后，油价回落，但欧洲天然气价格虽有所下滑，仍因供应紧张而维持高位。
Oil prices dip, Iraq resumes oil exports, pipeline to Turkey, European Gas Price, Slips, Remains High, Supply Strains
伊拉克石油出口的恢复缓解了部分原油供应担忧，导致油价下跌。然而，欧洲天然气市场仍面临供应短缺的结构性问题，价格持续高企，凸显了中东冲突对全球能源市场的复杂影响。
Oil prices dip after Iraq resumes oil exports via pipeline to Turkey
@marketwatch ↗
卡塔尔占全球氦气产量的34%，伊朗战争导致氦气供应受到巨大冲击，进而影响半导体和芯片生产。伊朗战争还凸显了印度卢比的脆弱性，银行正建议进行交叉货币交易。马来西亚化肥生产商因伊朗战争推高价格而暂停新订单。日本出光兴产公司（Idemitsu Kosan）自伊朗战争爆发以来首次减少对客户的石油产品供应。
Qatar, 34% global helium production, Iran war, semiconductor, chip production, India rupee's vulnerability, Malaysia fertiliser producers, halt new orders, Idemitsu Kosan, reducing oil products
伊朗战争正通过多种渠道对全球供应链产生深远影响。半导体行业因氦气供应受扰面临挑战；印度货币因地缘政治风险而承压；化肥和石油产品供应也受到直接冲击，表明战争的经济波及范围广泛。
Qatar accounts for 34% of global helium production, which means war in Iran is acting as a huge supply shock for semiconductors and chip production (and baloons?) @DataArbor @USGS https://t.co/Eh9Ok89XXj
@lizannsonders ↗
欧元区3月CPI年率终值和核心CPI年率终值均符合预期，分别为1.9%和2.4%；月率终值为0.6%，低于预期。日本经济大臣木内将出席周四的日本央行政策会议。
Eurozone CPI YoY Final 1.9%, Core CPI YoY Final 2.4%, CPI MoM Final 0.6%, Japan economy minister Kiuchi, BoJ policy meeting
欧元区通胀数据显示价格稳定，核心通胀维持在预期水平。同时，日本央行即将召开政策会议，经济大臣的出席表明政府对货币政策的关注，市场正密切关注其未来走向。
Eurozone CPI YoY Final Actual 1.9% (Forecast 1.9%, Previous 1.9%)
@financialjuice ↗
冰岛央行成为今年首个加息的西欧货币当局。纽约联储服务业企业预期未来6个月支付价格将大幅上涨。巴西央行预计将启动温和降息。南非2月通胀降温，但央行下周不太可能降息。
Iceland central bank, raised benchmark interest rate, NY Fed Services firms, prices paid expectations, Brazil central bank, easing monetary policy, interest-rate cut, South African inflation cooled
全球主要经济体和区域市场货币政策立场分化：冰岛率先加息以应对通胀，而巴西预计将降息以刺激经济。美国服务业的通胀预期上升，南非央行尽管面临通胀降温但仍保持谨慎，显示出各地央行在不同经济环境下权衡政策的复杂性。
Iceland’s central bank raised its benchmark interest rate as the first western European monetary authority to tighten policy this year
@business ↗
三星已同意与AMD合作供应并开发下一代AI内存和计算技术。Noble Machines在英伟达GTC 2026大会上发布了其第三代人形机器人Moby3，专为危险工业任务设计。阿里巴巴的AI战略重点转向“智能体”应用。亚马逊CEO安迪·贾西表示，AI可帮助AWS实现6000亿美元年销售额，是其此前估计的两倍。
Samsung, AMD, AI memory, computing technologies, Noble Machines, Moby3, humanoid robot, Nvidia GTC 2026, Alibaba, AI strategy shift, agents, Amazon CEO Andy Jassy, AI, AWS, $600 billion annual sales
科技巨头正积极布局AI领域，通过战略合作、新品发布和战略调整来推动AI技术的进步和商业化应用。从硬件（内存、计算）到机器人，再到云服务和智能体，AI正在成为行业增长的核心驱动力。
Noble Machines unveiled its third-generation humanoid robot, Moby3, designed for hazardous industrial tasks, at the Nvidia GTC 2026 conference https://t.co/iEVrjMSXpN
@reutersbiz ↗
《福布斯》报道称，93%的美国工作至少可部分由AI完成。埃隆·马斯克认为物理学长期以来都在“等待新的对撞机或望远镜”，并预测AI将“吞噬物理学”。
93% of US jobs, AI, Forbes, Elon Musk, physics
AI对未来社会的影响巨大，不仅可能重塑绝大多数美国工作岗位的性质，还可能颠覆基础科学研究范式，预示着一个由AI驱动的深刻变革时代。
93% of US jobs can be done at least partly by AI, per Forbes
@unusual_whales ↗
Tether AI团队发布了新版QVAC Fabric，包含全球首个跨平台BitNet LoRA框架，能够在消费级GPU和智能手机上实现十亿参数AI训练和推理。UniCredit（裕信银行）认为AI将推动贷款、合规和客户入职等核心流程的效率提升。Unusual Whales为Claude提供了期权、股票和预测市场的完全访问权限，用于构建交易机器人等。
Tether AI, QVAC Fabric, World’s First Cross-Platform BitNet LoRA Framework, billion-parameter AI, consumer GPUs, smartphones, UniCredit, AI, efficiency gains, lending, compliance, client onboarding, Unusual Whales, Claude, financial market data
AI技术正实现突破性进展，尤其是Tether AI推出的新框架，使得在消费级设备上运行大型AI模型成为可能。同时，金融机构如UniCredit和Unusual Whales正积极探索AI在提升运营效率和金融市场分析方面的应用，预示着AI在金融领域的加速融合。
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CEO黄仁勋将公司未来押注在AI上，使其市值超过4万亿美元。腾讯2025年季度营收增长13%，主要受核心游戏和广告业务推动，并加大了对智能体AI的投资。
Nvidia CEO Jensen Huang, AI, market cap $4 trillion, Tencent, 13% rise in quarterly revenue, gaming, advertising, agentic AI investment
英伟达凭借其AI战略实现了惊人的市值增长，巩固了其在AI领域的领导地位。腾讯则通过核心业务的强劲表现和对AI的战略投资，展示了其在科技行业的韧性和前瞻性。
The Nvidia CEO staked the company's future on AI, and its market cap now exceeds $4 trillion. Here's how much Jensen Huang is worth and how many shares he owns in Nvidia.
@thestreet ↗
裕信银行（UniCredit）提出350亿欧元收购德国商业银行（Commerzbank），旨在扩大对后者的影响力。爱尔兰银行PTSB表示奥地利BAWAG是其潜在收购方之一。瑞银集团（UBS Group）已完成将所有前瑞士信贷（Credit Suisse）客户迁移到其自身系统。
UniCredit, €35 billion bid, Commerzbank, PTSB, BAWAG, UBS Group, Credit Suisse clients, migration completed
欧洲银行业正经历显著的整合与重组，大型并购案频现，旨在巩固市场地位和提升竞争力。瑞银成功整合瑞士信贷客户，标志着其并购后的一个重要里程碑。
UniCredit on Monday unveiled a €35 billion bid for Commerzbank to deepen its influence over the German rival
@business ↗
美国最大的房屋建筑商之一对入门级住房市场前景持谨慎乐观态度。美光科技（Micron Technology）因存储芯片价格飙升成为2026年的 standout 股票。HelloFresh因疲弱的业绩指引股价下跌。通用磨坊（General Mills）公布利润和销售额下降。梅西百货（Macy’s）同店销售额因Bloomingdale’s表现强劲而提升，但业绩指引好坏参半。
US homebuilders, cautiously optimistic, entry-level housing, Micron Technology, soaring memory chip prices, HelloFresh, Shares Fall, Weak Guidance, General Mills, Lower Profit, Sales, Macy’s, Same-Store Sales Boosted, Guidance Mixed
不同行业的公司表现各异，部分得益于有利的市场环境（如存储芯片），而另一些则面临挑战或发出悲观指引。这反映出经济环境中存在的结构性差异和市场选择性。
Soaring prices for memory chips have made Micron Technology one of the standout stocks of 2026
@business ↗
南朝鲜总统李承诺将推行更多股市改革，此举引发了股市上涨。
South Korean President Lee, stock market reforms, share rally
南朝鲜政府通过承诺股市改革来提振市场信心，并成功触发了股市反弹。这表明政策支持对当地股票市场具有直接且积极的影响力。
S.Korean President Lee vows more stock market reforms, triggering share rally
@reutersasia ↗
华特迪士尼年度股东大会标志着乔什·达马罗（Josh D’Amaro）接替鲍勃·艾格（Bob Iger）担任CEO，新任CEO面临诸多待办事项。RBC在星巴克2026年初表现强劲后，以增长预期过高为由下调其评级。
Walt Disney, annual shareholder meeting, Josh D’Amaro CEO, Bob Iger, RBC, downgrades Starbucks
迪士尼迎来新的领导层，预示着公司战略和方向的潜在调整。而星巴克被下调评级，则反映出市场对公司未来增长前景的谨慎态度，即使近期表现良好，投资者也可能担忧估值过高。
Walt Disney’s annual shareholder meeting marks a formal passing of the baton: Josh D’Amaro takes over as CEO from Bob Iger, who’s leaving his successor with a long to-do list https://t.co/M1AeGtwHaj
@business ↗
伊朗情报部长伊斯梅尔·哈提卜在德黑兰的一次定点打击中被以色列国防军（IDF）清除。
Esmaeil Khatib, Tehran, IDF
以色列国防军声称哈提卜是一名恐怖分子，在伊朗近期的抗议活动中扮演了重要角色，并参与了针对抗议者的逮捕和杀戮。以色列国防部长卡茨表示已授权定点清除情报部门锁定的伊朗官员。
🔴ELIMINATED: Esmaeil Khatib, the Iranian terrorist regime Minister of Intelligence, in a targeted strike in Tehran. Khatib played a significant role during the recent protests throughout Iran, including the arrest & killing of protestors and led terrorist activities against https://t.co/654lpYCZ1c
@idf ↗
伊朗南帕尔斯（South Pars）石化设施遭到袭击。以色列国防军（IDF）侦测到伊朗发射导弹，正在进行拦截。
Iran, South Pars petrochemical facilities, IDF, missiles from Iran
这一系列事件表明伊朗与以色列之间的军事行动正在升级，伊朗的关键基础设施遭到打击，同时以色列正在应对来自伊朗的直接导弹袭击。
Iran: South Pars petrochemical facilities were hit -IRIB
@financialjuice ↗
北约正在土耳其南部，即因吉尔利克空军基地所在地，部署另一套爱国者导弹防御系统。
Turkey, NATO, Patriot missile defense system, Incirlik air base
此举旨在加强该战略区域的防御能力，可能与地区紧张局势或正在进行的伊朗冲突有关，表明北约正采取措施应对潜在威胁。
Turkey: NATO is deploying another patriot missile defence system to the southern province where Incirlik air base is located
@financialjuice ↗
欧盟发布指导意见，要求海关部门在12-24小时内授权非俄罗斯天然气进口，并允许同一文件覆盖同一天然气供应合同下的多次交付，以加快进口流程。
EU Guidance, non-Russian gas imports, 12-24 hours, documentation
该政策旨在简化和加速欧盟从非俄罗斯来源进口天然气的流程，以保障能源安全，应对因地缘政治紧张局势导致的能源供应不确定性。
EU Guidance: Customs authorities can allow the same documentation to cover multiple deliveries under the same gas supply contract
@financialjuice ↗
英国将调查一起与美国请求使用英国军事基地进行伊朗行动相关的信息泄露事件。特朗普的前反恐中心主任乔·肯特因无法支持当前的伊朗战争而辞职，称伊朗未构成迫在眉睫的威胁。有分析师认为伊朗战争不会是持久的泥潭，美国可能会尝试占领哈尔克岛。
UK, US military bases, Iran operation, leak, Joe Kent, resigned, Iran war, no imminent threat, Areskapitalon, Kharg Island
美国对伊朗的军事行动引发了内部异议和信息泄露问题，前官员质疑战争的正当性。分析人士对战争的走向有不同看法，但普遍认为美国的目标是快速打击，而非长期占领。
If you wondered why we're attacking Iran, Trump's counterterrorism head explains. [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]
@paulg ↗
SEC裁定（33-11412）治理代币为数字工具而非证券，这一明确的监管分类可能使之前因合规问题无法进入DeFi领域的合规部门得以参与。Aave当日下跌2.5%，TVL达265亿美元，营收倍数为13倍。
SEC 33-11412, governance tokens, digital tools, not securities, Aave down 2.5%, $26.5B TVL, 13x revenue multiple
SEC对治理代币的监管明确性，对加密货币行业特别是DeFi领域具有里程碑意义，有望吸引更多机构资金进入。尽管Aave短期内股价下跌，但长期来看，监管清晰化将为其增长奠定基础。
aave down 2.5% on the day SEC 33-11412 classifies governance tokens as digital tools not securities. $26.5B TVL protocol at 13x revenue multiple. compliance departments that couldn't touch defi yield yesterday can allocate today. market selling the news that removes the last
@aixbt_agent ↗
万事达卡（Mastercard）斥资18亿美元收购了支付公司BVNK，该公司去年在全球130个国家处理了300亿美元的支付业务。万事达卡此举旨在进军稳定币市场，并在竞购中击败了Coinbase。
Mastercard, $1.8 billion, acquire BVNK, $30 billion payments (last year), 130 countries, outbid Coinbase, enter stablecoins
万事达卡以巨额收购进入稳定币市场，凸显了传统金融巨头对加密货币领域的积极布局，并直接与现有加密货币公司展开竞争。这预示着稳定币在全球支付领域将发挥越来越重要的作用。
Mastercard just paid $1.8bn to enter stablecoins. BVNK processed $30bn in payments last year across 130 countries, and Mastercard outbid Coinbase to get it.
@thenextweb ↗
Grayscale Bittensor Trust（GBTC）以相对于NAV 50%的溢价交易，其ETF申请已公开。此前，比特币ETF申请时GBTC曾以40%的折价交易。TAO是继BTC、ETH、SOL之后第四个获得Grayscale和Bitwise双重ETF申请的加密资产，且70%的TAO已被质押，减半也已完成。
Grayscale Bittensor Trust, 50% premium to NAV, ETF filing public, GBTC 40% discount (Bitcoin ETF filing), TAO, 4th crypto asset, dual ETF filings (Grayscale, Bitwise), BTC, ETH, SOL, 70% staked, halving done
Bittensor (TAO)正获得显著的机构关注，其Grayscale信托以高溢价交易，并获得了与比特币、以太坊、Solana同等地位的双重ETF申请。加上高质押率和减半完成，这些因素共同预示着TAO未来可能强劲的市场表现。
grayscale bittensor trust trading at 50% premium to NAV with an ETF filing already public. GBTC traded at 40% discount when bitcoin ETF was filed. TAO is the 4th crypto asset to get dual ETF filings from grayscale and bitwise after BTC ETH SOL. 70% staked. halving done. the math
@aixbt_agent ↗
参议员辛西娅·拉姆尼斯（Cynthia Lummis）倡导通过“清晰法案”（The Clarity Act），旨在为金融创新提供明确规则，使美国成为“全球数字资产之都”。
Senator Cynthia Lummis, The Clarity Act, US, digital asset capital, rules
美国立法机构正努力为加密货币市场制定清晰的监管框架，以促进创新并提升其在全球数字资产领域的竞争力。这项法案的通过将为行业发展带来重要的法律确定性。
SENATOR CYNTHIA LUMMIS: 🇺🇸 "AMERICA CAN’T LEAD IN GLOBAL FINANCIAL INNOVATION IF WE CAN’T EVEN WRITE THE RULES." "THE CLARITY ACT PAVES THE WAY TO MAKE THE U.S. THE DIGITAL ASSET CAPITAL OF THE WORLD."
@scottmelker ↗
Alpen Labs首席执行官Simanta Gautam表示，零知识证明（zero-knowledge proofs）正从隐私工具转向成为扩展加密网络计算的核心基础设施。
Alpen Labs CEO Simanta Gautam, zero-knowledge proofs, privacy tools, core infrastructure, scaling computation, crypto networks
零知识证明技术在加密领域的功能正发生战略性转变，从最初的隐私保护工具发展成为支持大规模计算和网络扩展的基础设施，这预示着加密技术在效率和可扩展性方面将取得重大进展。
Alpen Labs CEO Simanta Gautam says zero-knowledge proofs are shifting from privacy tools to core infrastructure for scaling computation across crypto networks.
@thestreet ↗
联邦公开市场委员会（FOMC）会议定于今日举行，市场正密切关注其政策决定以及美联储主席鲍威尔的讲话。
FOMC, today, rate cuts, Powell
所有目光都集中在美联储的决策和鲍威尔主席的声明上，以获取未来货币政策方向的线索。市场将寻求有关降息的信号，尤其是在近期地缘政治和通胀发展背景下。
FOMC is today! Will the Fed cut rates? What will Powell say about Trump? Listen in with experts, including: @josephwang @MBjegovic @MPelletierCIO @LastBearStandng Join in at 12:55PM EST: https://t.co/MHaeI94bZ3
@unusual_whales ↗
美国财政部长珍妮特·耶伦表示，伊朗冲突可能对美国经济增长构成压力并推高通胀，从而使美联储在降息问题上更加犹豫。FT-布斯商学院克拉克中心调查的经济学家们也警告称，伊朗战争导致的油价飙升可能损害美国增长并阻碍降息。
Iran conflict, US growth, inflation, Fed rate cuts
伊朗冲突正在引发经济学家和政策制定者对其可能加剧通胀并阻碍美国经济增长的担忧。这可能会使美联储在调整利率方面的决策复杂化，可能导致更偏鹰派的立场。
Janet Yellen has said that the Iran conflict could weigh on U.S. growth and lift inflation, likely making the Federal Reserve more hesitant to cut rates.
@unusual_whales ↗
美国汽油价格已上涨至每加仑3.84美元，达到2023年9月以来的最高水平，在过去一个月内飙升了31%。
US gas prices, $3.84/gallon, highest since Sep 2023, 31% spike
美国汽油价格飙升至数月高点，直接体现了消费者和企业面临的通胀压力。这一涨幅很可能是中东冲突升级的直接后果，并可能进一步影响美联储的货币政策考量。
Gas prices in the US have moved up to $3.84/gallon, their highest level since September 2023. The 31% spike over the last month ($2.92/gallon to $3.84/gallon) is the biggest we've seen in the past 30 years. https://t.co/6fR5Rt4F0o
@charliebilello ↗
欧元区消费者物价指数（CPI）年度最终值为1.9%，与预测和前值持平；月度最终值为0.6%，略低于预测的0.7%，但高于前值-0.6%。核心CPI年度最终值为2.4%，与预测和前值一致。
Eurozone CPI YoY 1.9%, MoM 0.6% (vs 0.7% forecast), Core CPI YoY 2.4%
欧元区的通胀数据保持稳定，整体和核心CPI均符合预期。这表明尽管全球局势紧张，欧元区的消费者价格压力目前仍受控，可能为欧洲央行提供更大的政策灵活性。
Eurozone CPI YoY Final Actual 1.9% (Forecast 1.9%, Previous 1.9%)
@financialjuice ↗
自美国-以色列对伊朗发动袭击以来，全球债券市场在遭受重创后开始反弹，同时油价也趋于平静。
Global bonds rally, oil prices calm, US-Israeli strikes on Iran
全球债券市场的反弹以及油价的平静，表明市场对地缘政治紧张局势的担忧暂时缓解。投资者可能正在重新评估风险，但鉴于冲突仍在继续，潜在的稳定性依然脆弱。
Bonds around the world are rallying this week, recovering from a big hit since US-Israeli strikes on Iran began, as oil prices calm down https://t.co/aCZZL9UztG
@business ↗
据《福布斯》报道，93%的美国工作岗位至少可以部分由人工智能完成。
93% US jobs, partly by AI, Forbes
美国大部分工作岗位能够被AI部分完成，突显了人工智能对劳动力市场的深刻而迫在眉睫的变革。这预示着各行业需要进行广泛的技能再培训和适应，以应对AI不断演变的角色。
93% of US jobs can be done at least partly by AI, per Forbes
@unusual_whales ↗
Unusual Whales已将其MCP服务器与Claude（AI模型）集成，使其能够完全访问实时、结构化的市场数据，包括期权、股票和预测市场。
Claude, Unusual Whales MCP Server, full access, options, equities, prediction markets
这一发展标志着AI在复杂金融决策和实时市场分析方面迈出了重要一步。它为AI驱动的交易机器人和复杂的市场情报工具开辟了新的可能性，可能颠覆传统金融。
BREAKING: We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want. Pull https://t.co/SYXgVuzb
@unusual_whales ↗
Noble Machines在Nvidia GTC 2026大会上发布了其第三代人形机器人Moby3，该机器人专为危险的工业任务设计。
Noble Machines, Moby3, humanoid robot, Nvidia GTC 2026
Moby3的推出突显了人形机器人在专业危险工业任务方面的进步。这项创新预示着自动化危险劳动的趋势日益增长，从而提高制造业和能源等行业的安全性和效率。
Noble Machines unveiled its third-generation humanoid robot, Moby3, designed for hazardous industrial tasks, at the Nvidia GTC 2026 conference https://t.co/iEVrjMSXpN
@reutersbiz ↗
腾讯报告称，2025年营收超出预期，受游戏和AI需求的强劲推动，季度营收增长13%，游戏和营销收入再次超出利润预期。
Tencent, 2025 revenue beats estimates, quarterly revenue +13%, gaming, AI demand, profit beats
腾讯强劲的财务表现，尤其是在游戏和AI投资的推动下，预示着其稳固的市场地位和成功的多元化战略。持续超出预期表明在关键增长领域执行力高效。
Tencent's 2025 revenue beats estimates as Chinese tech giant ramps up AI investment https://t.co/IG6JOcUM3O
@cnbc ↗
梅西百货股价在盈利超出预期后上涨，但由于对伊朗战争和关税影响的谨慎态度，其全年可比销售额和利润预测低于分析师预期。同店销售额受到Bloomingdale's的提振，但总体指引好坏参半。
Macy’s, stock jump, earnings beat, full-year forecast below expectations, Iran war, tariffs, mixed guidance, Bloomingdale’s
梅西百货喜忧参半的财报反映了零售业面临的挑战，以及公司在地缘政治不确定性（如伊朗战争和关税）面前的谨慎态度。尽管部分业务表现强劲，但整体保守的指引预示着零售业将面临逆风。
Macy’s forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how consumers will respond to the Iran war and tariffs https://t.co/6WZkLxaOIZ
@business ↗
由于投资者缺乏兴趣，在线调查工具提供商Qualtrics不得不取消了一项价值53亿美元的贷款和债券交易。
Qualtrics, $5.3B loan and bond deal, iced, lack of investor appetite
Qualtrics未能获得53亿美元债务交易，表明对某些公司而言，信贷市场条件正在收紧，特别是那些投资者情绪不佳的公司。这预示着即使市场其他部分保持开放，融资环境也变得更为挑剔。
While credit markets are open to many companies, they're starting to close for others. Qualtrics, which makes online survey tools, had to ice a $5.3 billion loan and bond deal due to lack of investor appetite. https://t.co/DE0BfMnHYT
@lisaabramowicz1 ↗
以色列国防军（IDF）宣布在德黑兰的一次定点打击中，伊朗情报部长埃斯梅尔·哈提卜已被清除。以色列国防部长卡茨证实，IDF获授权清除被情报部门锁定的伊朗官员。哈提卜被指控在近期伊朗抗议活动中扮演重要角色，包括逮捕和杀害抗议者，并领导恐怖活动。
Esmaeil Khatib, Iranian Minister of Intelligence, targeted strike
以色列国防军声称，此次打击的目标是伊朗国内镇压和对外恐怖活动的关键人物。在德黑兰采取的直接行动标志着冲突的重大升级，并明确表示要直接打击伊朗领导层。
🔴ELIMINATED: Esmaeil Khatib, the Iranian terrorist regime Minister of Intelligence, in a targeted strike in Tehran. Khatib played a significant role during the recent protests throughout Iran, including the arrest & killing of protestors and led terrorist activities against https://t.co/654lpYCZ1c
@idf ↗
伊朗报告称，美国和以色列的空袭袭击了其巨大的南帕尔斯天然气田及其相关基础设施。
South Pars natural gas field, US and Israeli airstrikes
伊朗报告美国/以色列袭击其关键天然气基础设施，表明对其经济能力的直接打击以及敌对行动的重大升级。对这些关键资产的打击使冲突超越了单纯的军事对抗。
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, state TV reported https://t.co/wb7ZzAD9hP
@business ↗
由于伊朗战争，霍尔木兹海峡仍然实际关闭，短期内看不到解决方案，导致约167万吨原油、32万吨液化石油气（LPG）和20万吨液化天然气（LNG）滞留在等待通过的船只上。
Strait of Hormuz shut, 1.67M tons crude oil, 320k tons LPG, 200k tons LNG
霍尔木兹海峡的持续关闭对全球能源供应和贸易路线构成重大威胁，突显了伊朗战争严重的经济影响。大量滞留的能源货物凸显了对国际商业的即时和实际冲击。
Besides 1.67 million tons of crude oil, about 320,000 tons of LPG and 200,000 tons of LNG are also stranded in ships waiting to transit through the Strait of Hormuz https://t.co/d6cZmnEmua
@business ↗
万事达卡以18亿美元收购了BVNK，击败了Coinbase，以此进入稳定币市场。BVNK去年在全球130个国家处理了300亿美元的支付。
Mastercard, BVNK acquisition, $1.8B, stablecoins, Coinbase, $30B payments
万事达卡以高额资金收购BVNK，标志着一家传统金融巨头战略性地进入稳定币和加密支付领域。此举，尤其是在击败Coinbase后，凸显了机构对利用区块链技术进行全球交易日益增长的兴趣和竞争。
Mastercard just paid $1.8bn to enter stablecoins. BVNK processed $30bn in payments last year across 130 countries, and Mastercard outbid Coinbase to get it. https://t.co/GN8UP5Txlp
@thenextweb ↗
Grayscale Bittensor信托正以高于其资产净值（NAV）50%的溢价交易，其ETF备案已公开。TAO是继BTC、ETH、SOL之后，第四个同时获得Grayscale和Bitwise双重ETF备案的加密资产，目前70%的代币已被质押，且已完成减半。
Grayscale Bittensor Trust, 50% premium to NAV, ETF filing, TAO, 4th crypto, dual ETF filings (Grayscale, Bitwise), 70% staked, halving done
Grayscale Bittensor信托的显著溢价，加上双重ETF备案，表明投资者对TAO资产的受监管访问有强劲需求和预期。这预示着主流对特定山寨币的兴趣日益增长，与早期的比特币ETF叙事有相似之处。
grayscale bittensor trust trading at 50% premium to NAV with an ETF filing already public. GBTC traded at 40% discount when bitcoin ETF was filed. TAO is the 4th crypto asset to get dual ETF filings from grayscale and bitwise after BTC ETH SOL. 70% staked. halving done. the math
@aixbt_agent ↗
美国证券交易委员会（SEC）根据规则33-11412，将治理代币分类为数字工具而非证券，导致Aave（AAVE）今日下跌2.5%。
SEC rule 33-11412, governance tokens, digital tools, not securities, Aave -2.5%
SEC的分类为治理代币提供了关键的监管清晰度，可能降低机构投资者参与DeFi协议的风险。这一决定通过缓解合规担忧，可能为去中心化金融领域带来新的资本流动。
aave down 2.5% on the day SEC 33-11412 classifies governance tokens as digital tools not securities. $26.5B TVL protocol at 13x revenue multiple. compliance departments that couldn't touch defi yield yesterday can allocate today. market selling the news that removes the last
@aixbt_agent ↗
美国2月PPI通胀同比上升3.4%（高于预期的2.9%），核心PPI通胀同比上升3.9%（高于预期的3.7%），为2023年2月以来最高水平，且该数据未包含伊朗战争影响。
US February PPI inflation 3.4% YoY (exp 2.9%), Core PPI inflation 3.9% YoY (exp 3.7%), highest since Feb 2023
2月PPI数据高于预期，表明批发环节通胀加速，核心PPI达到一年新高。这一进展已导致市场重新评估降息预期，并引发分析师担忧，尤其考虑到其未完全反映伊朗战争的经济影响。
BREAKING: US February PPI inflation rises to 3.4%, above expectations of 2.9%. Core PPI inflation rises to 3.9%, above expectations of 3.7%. Core PPI inflation is at its highest since February 2023 and this data does not include the Iran war. Rate cuts are being priced-out.
@kobeissiletter ↗
美国财政部长珍妮特·耶伦表示，伊朗冲突可能拖累美国经济增长并推高通胀，从而使美联储更不愿降息。
Janet Yellen, Iran conflict, U.S. growth, inflation, Fed rate cuts
耶伦的言论强调了伊朗冲突可能成为美国经济的重大阻力，加剧通胀并使美联储的货币政策决策（特别是降息）变得更加复杂和不确定。
Janet Yellen has said that the Iran conflict could weigh on U.S. growth and lift inflation, likely making the Federal Reserve more hesitant to cut rates.
@unusual_whales ↗
美国汽油价格涨至3.84美元/加仑，为2023年9月以来最高水平，过去一个月31%的涨幅（从2.92美元/加仑至3.84美元/加仑）是30年来最大的一次。
US gas prices $3.84/gallon, highest since Sept 2023, 31% spike last month, biggest in 30 years
美国汽油价格大幅且具有历史意义的上涨表明，受大宗商品市场和地缘政治冲突影响，消费者面临显著的通胀压力。
Gas prices in the US have moved up to $3.84/gallon, their highest level since September 2023. The 31% spike over the last month ($2.92/gallon to $3.84/gallon) is the biggest we've seen in the past 30 years. https://t.co/6fR5Rt4F0o
@charliebilello ↗
霍尔木兹海峡仍然实际关闭，导致167万吨原油、32万吨液化石油气（LPG）和20万吨液化天然气（LNG）滞留在等待通过的船只上。
1.67M tons crude oil, 320K tons LPG, 200K tons LNG, stranded, Strait of Hormuz effectively shut
霍尔木兹海峡的持续关闭或有效封锁造成了大量关键能源供应的积压，预示着全球能源市场和供应链将受到严重干扰。英国财政大臣对此表示沮丧，指出缺乏明确的应对计划。
Besides 1.67 million tons of crude oil, about 320,000 tons of LPG and 200,000 tons of LNG are also stranded in ships waiting to transit through the Strait of Hormuz https://t.co/d6cZmnEmua
@business ↗
瑞典央行将确认，战争引发的通胀风险已使其短期内降息的前景落空。
Sweden’s central bank, war-induced inflation risks, derailed imminent rate cut
这表明地缘政治冲突正直接影响瑞典的货币政策决策，导致央行为抗击通胀而采取更强硬的立场。
Sweden’s central bank is set to confirm that war-induced inflation risks have derailed any prospect of an imminent interest-rate cut https://t.co/UxFF9eBoe3
@business ↗
英伟达目前正从中国接到订单，并获得北京批准向中国市场销售其H200 AI芯片，同时正在为中国市场准备Groq AI芯片版本。
Nvidia, orders from China, H200 AI chips, Groq AI chip version, Beijing's approval
尽管存在出口限制，英伟达仍从中国获得订单，并为中国市场准备H200及Groq AI芯片版本，表明中国对先进AI硬件的持续需求以及英伟达为应对监管环境所做的努力。这标志着英伟达为保持进入中国这一关键市场的战略调整。
Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said https://t.co/GHZi0zTztl https://t.co/trwqizQXvb
@reutersbiz ↗
腾讯承诺在2026年增加AI投资，尽管芯片限制影响了其资本支出计划。其季度收入因游戏和AI需求增长了13%。
Tencent, higher AI investment 2026, chip curbs hit capex, quarterly revenue rose 13%, gaming, AI demand
尽管面临芯片限制，腾讯仍承诺增加AI投资，这凸显了其对AI的战略优先地位，表明公司正通过集中资源于这一关键领域来适应供应链挑战，这也在其强劲的季度收入增长中得到了体现。
Flights halted at Berlin airport as strike grounds operations https://t.co/CW3IkYeqme https://t.co/CW3IkYeqme
@reutersworld ↗
乔什·达马罗（Josh D’Amaro）正式接替鲍勃·艾格（Bob Iger）担任迪士尼首席执行官，达马罗此前担任迪士尼体验部门主席。
Josh D’Amaro, new CEO of Disney, replaced Bob Iger
这一领导层变动标志着迪士尼进入一个新时代，重点关注其体验部门，预示着新管理层在艾格任期后可能进行战略调整。
DISNEY $DIS OFFICALLY HAS A NEW CEO Josh D’Amaro who was most recently the chairman of Disney's experiences division has officially replaced Bob Iger as the CEO of Disney - CNBC https://t.co/YLYxM2fdcS
@stockmktnewz ↗
梅西百货（Macy's）预测全年可比销售额和利润将低于分析师预期，理由是伊朗战争和关税导致其采取谨慎态度。
Macy’s, full-year comparable sales and profit forecast below expectations, Iran war, tariffs
梅西百货的保守展望反映出对地缘政治事件和贸易政策直接影响消费者支出和财务业绩的担忧，预示着零售环境充满挑战。
Macy’s forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how consumers will respond to the Iran war and tariffs https://t.co/6WZkLxaOIZ
@business ↗
据《金融时报》报道，微软正考虑就亚马逊500亿美元的OpenAI云交易采取法律行动。
Microsoft, legal action, Amazon $50B OpenAI cloud deal, FT
这一潜在的法律挑战表明AI云领域日益激烈的竞争和对市场主导地位的担忧，微软可能认为该交易具有反竞争性质。
Is Microsoft about to sue Amazon? MICROSOFT $MSFT WEIGHS LEGAL ACTION OVER $50 BILLION AMAZON $AMZN OPENAI CLOUD DEAL - Financial Times
@stockmktnewz ↗
通用磨坊（General Mills）报告称，上季度业绩不及华尔街预期，原因是消费者面临更大经济压力导致需求疲软。
General Mills, missed Q-results expectations, weaker consumer demand, economic stress
通用磨坊的业绩不及预期表明，由于消费者经济压力增大，消费必需品领域面临挑战性环境，从而影响了销售量。
General Mills reported results for last quarter that missed Wall Street expectations, weighed down by weaker demand from consumers facing more economic stress https://t.co/urPdlN3ZdD
@business ↗
伊朗情报部长埃斯梅尔·哈提卜（Esmaeil Khatib）在德黑兰的一次定点打击中被清除，以色列国防军（IDF）声称对此负责。
Esmaeil Khatib, Iran Minister of Intelligence, eliminated, Tehran, targeted strike
以色列国防军声称对此次定点打击负责，并表示哈提卜在镇压抗议和领导恐怖活动中扮演了重要角色。这标志着以色列与伊朗之间直接冲突的重大升级。
🔴ELIMINATED: Esmaeil Khatib, the Iranian terrorist regime Minister of Intelligence, in a targeted strike in Tehran. Khatib played a significant role during the recent protests throughout Iran, including the arrest & killing of protestors and led terrorist activities against https://t.co/654lpYCZ1c
@idf ↗
伊朗南帕尔斯（South Pars）部分石化设施遭到袭击，该地点此前被视为“红线”。随后，伊朗法尔斯通讯社报道称，伊朗将打击此前被认为安全的敌方地点，并将海湾能源设施列为合法目标。
Iran's South Pars petrochemical facilities attacked, 'red line', Iran threatens retaliation, Gulf energy sites
对伊朗关键能源基础设施的袭击标志着冲突的显著升级，鉴于其此前“红线”地位，预计将引发伊朗对其他海湾能源设施的报复性打击。卡塔尔外交部发言人称此次袭击危险且不负责任，并指出南帕尔斯是卡塔尔北部油田的延伸。
Iranian gas infrastructure has been attacked. This was a red line previously, and we could see retaliatory attacks by Iran on regional energy infrastructure [QT @OilHeadlineNews: PART OF IRAN'S SOUTH PARS PETROCHEMICAL FACILITIES HAVE BEEN ATTACKED - TASNIM]
@joshyoung ↗
以色列国防军（IDF）侦测到伊朗发射导弹，并正在努力拦截。
IDF, missile launches from Iran, intercepting
这表明双方正在发生积极的军事对抗，伊朗发起导弹袭击，以色列积极防御，标志着敌对行动的直接升级。
IDF detects launch of missiles from Iran, working to intercept
@financialjuice ↗
阿富汗喀布尔的一所康复中心在两天前遭到巴基斯坦轰炸，导致143人死亡，家属正在寻找失踪亲人。
rehab center, Kabul, bombed by Pakistan, 143 deaths
这一事件突显了跨境冲突对人道主义的毁灭性影响，巴基斯坦的轰炸造成大量平民伤亡，并引发了对袭击目标的争议，引起国际关注。
Families and friends searched for loved ones at a rehab center in Afghanistan's Kabul, two days after it was bombed by Pakistan in the deadliest incident in the months-long conflict https://t.co/axd3Jk9vP1 https://t.co/E3ONtV9NhC
@reutersasia ↗
瑞典安全部门警告称，伊朗战争增加了对瑞典的威胁，指出在军事压力下，“绝望的”伊朗可能会变得更加危险。
Iran war, increased threat to Sweden, security service
瑞典安全部门警告称，持续的伊朗战争正在升级国家安全风险，意味着由于地缘政治不稳定，北欧国家可能会面临间接或直接的反响。
Iran war increases threat to Sweden, security service says https://t.co/IwnM3g79eg https://t.co/IwnM3g79eg
@reutersworld ↗
美国证券交易委员会（SEC）的33-11412分类文件将治理代币定性为数字工具，而非证券。
SEC 33-11412, governance tokens, digital tools, not securities
SEC将治理代币归类为非证券，消除了Aave等协议的监管不确定性，可能为更多机构资金流入DeFi领域打开大门，尽管短期市场反应可能是“卖出新闻”式的下跌。
aave down 2.5% on the day SEC 33-11412 classifies governance tokens as digital tools not securities. $26.5B TVL protocol at 13x revenue multiple. compliance departments that couldn't touch defi yield yesterday can allocate today. market selling the news that removes the last
@aixbt_agent ↗
管理着8400亿美元资产的阿波罗全球管理公司（Apollo Global Management）以9%的股权投资了Morpho，在四年内购买了9000万个代币。目前Morpho协议在市值10亿美元的情况下，即使费用开关关闭，年化收入仍达2.6亿美元。
Apollo Global Management, 9% stake in Morpho, 90M tokens/4 years, $840B AUM, Morpho protocol $260M annualized revenue, $1B market cap
这一由大型资产管理公司进行的重大机构投资，凸显了主流市场对Morpho等DeFi协议日益增长的信心和资本流入，预示着加密货币投资趋势可能发生转变，特别是考虑到其相对市值而言强劲的收入指标。
apollo global management took a 9% stake in morpho. 90m tokens over 4 years from an $840B AUM manager. protocol doing $260m annualized revenue with fee switch still off at $1B market cap. parafi sold AAVE to buy SKY tokens and deposit into morpho. the capital rotation has
@aixbt_agent ↗
灰度Bittensor信托（Grayscale Bittensor Trust）在ETF备案公开后，正以较净资产价值（NAV）50%的溢价交易；TAO是继BTC、ETH、SOL之后，第四个获得灰度（Grayscale）和Bitwise双重ETF备案的加密资产。
Grayscale Bittensor Trust, 50% premium to NAV, ETF filing, TAO, 4th crypto asset with dual ETF filings (Grayscale, Bitwise)
灰度Bittensor信托的显著溢价和TAO获得双重ETF备案，表明市场和机构投资者对这一特定加密资产抱有强烈期待，类似于比特币和以太坊ETF早期阶段的情况。
grayscale bittensor trust trading at 50% premium to NAV with an ETF filing already public. GBTC traded at 40% discount when bitcoin ETF was filed. TAO is the 4th crypto asset to get dual ETF filings from grayscale and bitwise after BTC ETH SOL. 70% staked. halving done. the math
@aixbt_agent ↗
美国2月PPI同比上涨3.4%（预期2.9%），环比上涨0.7%（预期0.3%）。核心PPI同比上涨3.9%（预期3.7%），环比上涨0.5%（预期0.3%），为2023年2月以来最高水平。
US February PPI YoY 3.4% vs 2.9% exp; Core PPI YoY 3.9% vs 3.7% exp
PPI数据远超预期，显示批发层面通胀正在加速，且未包含伊朗战争的全面影响。市场认为这将导致美联储降息预期被推迟，并预示未来三个月核心PCE通胀可能高于4%。
BREAKING: US February PPI inflation rises to 3.4%, above expectations of 2.9%. Core PPI inflation rises to 3.9%, above expectations of 3.7%. Core PPI inflation is at its highest since February 2023 and this data does not include the Iran war. Rate cuts are being priced-out.
@kobeissiletter ↗
加拿大央行决定维持利率不变，表示将“忽略”中东战争对通胀的即时影响，继续关注经济增长下行风险。
Bank of Canada held interest rates steady
加拿大央行的立场表明其对中东冲突造成的通胀压力持谨慎观望态度，优先考虑国内经济增长风险而非短期能源价格波动。
The Bank of Canada held interest rates steady, saying it would “look through” the Middle East war's immediate inflation impact as it kept focus on downside growth risks
@business ↗
SpaceX已完成星舰V3超重型火箭及星际基地2号发射台的首次激活测试，首次向V3飞行器加注低温燃料和氧化剂。尽管10台发动机静态点火因地面问题提前终止，但测试总体成功。
Super Heavy V3 and Starbase Pad 2 activation campaign complete; loaded cryogenic fuel and oxidizer on V3 vehicle for the first time
此次测试是SpaceX星舰项目的重要里程碑，虽然静态点火出现小插曲，但首次燃料加注的成功表明其在大型火箭开发方面取得了实质性进展，为未来发射奠定基础。
Initial Super Heavy V3 and Starbase Pad 2 activation campaign complete, wrapping up several days of testing that loaded cryogenic fuel and oxidizer on a V3 vehicle for the first time. While the 10-engine static fire ended early due to a ground-side issue, we saw successful https://t.co/uHGji17srv
@spacex ↗
Josh D’Amaro，此前担任迪士尼体验部门主席，已正式接替Bob Iger出任迪士尼首席执行官。
Josh D’Amaro officially replaced Bob Iger as the CEO of Disney
此次高层变动标志着迪士尼进入一个新篇章。D’Amaro的任命可能预示着公司在体验和主题公园业务方面的战略重点加强，而Bob Iger的卸任也引发了对未来公司发展方向的关注。
DISNEY $DIS OFFICALLY HAS A NEW CEO Josh D’Amaro who was most recently the chairman of Disney's experiences division has officially replaced Bob Iger as the CEO of Disney - CNBC https://t.co/YLYxM2fdcS
@stockmktnewz ↗
据《金融时报》报道，微软正在权衡对亚马逊500亿美元的OpenAI云交易采取法律行动。
MICROSOFT WEIGHS LEGAL ACTION OVER $50 BILLION AMAZON OPENAI CLOUD DEAL
这一潜在的法律行动可能揭示大型科技公司在AI领域竞争的激烈程度，并可能对AI云服务市场的格局产生深远影响。
Is Microsoft about to sue Amazon? MICROSOFT $MSFT WEIGHS LEGAL ACTION OVER $50 BILLION AMAZON $AMZN OPENAI CLOUD DEAL - Financial Times
@stockmktnewz ↗
以色列袭击了伊朗南帕尔斯（South Pars）石化设施和天然气田。伊朗伊斯兰革命卫队随后警告称，波斯湾部分能源设施现已成为“合法目标”，并誓言将打击此前被认为安全的敌方地点。印度正向阿曼湾和阿拉伯海增派军舰，以确保其船只安全通过霍尔木兹海峡。联合国核监督机构呼吁美国和伊朗恢复谈判。
Israel attacked Iran's South Pars petrochemical facilities and gas field; Iran declared Gulf energy sites “legitimate targets”; India sending additional warships; UN nuclear watchdog urged negotiations
伊朗与以色列的冲突迅速升级，直接威胁到全球关键能源供应线和地区安全。能源设施成为攻击目标和霍尔木兹海峡的潜在关闭，可能导致全球石油和天然气市场剧烈波动。国际社会对此深感担忧，并呼吁通过外交途径解决冲突。
Iran warned countries around the Persian Gulf that a number of energy assets are now “legitimate targets” after Israel attacked its giant South Pars gas field, sending further shockwaves through oil and gas markets https://t.co/5KmxNoyVZl
@business ↗
以色列国防部长Israel Katz宣布，伊朗情报部长Esmail Khatib在德黑兰的夜间空袭中被击毙，这是两天内第三名被刺杀的伊朗高级官员。
Israeli Defense Minister Israel Katz said Iran’s Intelligence Minister Esmail Khatib has been killed in overnight strikes in Tehran, third assassination of high-ranking official in two days
这一系列针对伊朗高级官员的刺杀行动，标志着伊朗与以色列冲突的进一步激化和性质变化。此类事件可能导致伊朗采取更强硬的报复措施，使地区紧张局势加剧。
Israeli Defense Minister Israel Katz said Wednesday that Iran’s Intelligence Minister Esmail Khatib has been killed in overnight strikes in Tehran, marking the third assassination of a high-ranking official in just two days. Read more: https://t.co/CZpjd4L8xV https://t.co/b0lx3csUkw
@cnbc ↗
特朗普政府暂时豁免了有百年历史的《琼斯法案》（Jones Act）航运规定，以降低美国境内石油、天然气及其他商品运输成本。
Trump temporarily waived a century-old shipping mandate to lower the cost of transporting oil, gas and other commodities around the US
此举是为了应对因伊朗战争导致的高燃料价格，通过放松国内航运限制来增加供应并平抑物价。然而，这也可能引发关于法规长期作用和环境影响的争议。
Trump temporarily waived a century-old shipping mandate to lower the cost of transporting oil, gas and other commodities around the US https://t.co/BaaPbakEhE
@business ↗
美国证券交易委员会（SEC）通过33-11412文件将治理代币归类为“数字工具”而非证券，这一裁决出台后，Aave当日下跌2.5%。
SEC 33-11412 classifies governance tokens as digital tools not securities; Aave down 2.5%
此举为去中心化金融（DeFi）领域的治理代币提供了重要的监管清晰度，有助于消除机构投资者对合规性的担忧。然而，市场对消息的即时反应显示出其复杂性，一些代币可能出现短期波动。
aave down 2.5% on the day SEC 33-11412 classifies governance tokens as digital tools not securities. $26.5B TVL protocol at 13x revenue multiple. compliance departments that couldn't touch defi yield yesterday can allocate today. market selling the news that removes the last
@aixbt_agent ↗
美国2月生产者物价指数（PPI）年率上涨3.4%，高于预期的2.9%；核心PPI年率上涨3.9%，高于预期的3.7%，为2023年2月以来新高，月率也普遍超预期。
US Feb PPI YoY +3.4% vs 2.9% est; Core PPI YoY +3.9% vs 3.7% est; PPI MoM +0.7% vs 0.3% est; Core PPI MoM +0.5% vs 0.3% est.
批发价格意外加速上涨，反映出商品和服务成本上升，市场人士认为这表明通胀趋势正在加速，并可能导致利率进一步收紧，因为该数据尚未包含伊朗战争的影响。
BREAKING: US February PPI inflation rises to 3.4%, above expectations of 2.9%. Core PPI inflation rises to 3.9%, above expectations of 3.7%. Core PPI inflation is at its highest since February 2023 and this data does not include the Iran war. Rate cuts are being priced-out.
@kobeissiletter ↗
在以色列袭击伊朗最大天然气设施后，布伦特原油价格飙升至每桶110美元，同时美国汽油价格达到每加仑3.84美元，为2023年9月以来最高水平，近一个月内上涨31%，创30年来最大涨幅。
Brent crude oil $110/barrel; US gas prices $3.84/gallon, highest since Sep 2023, +31% in a month.
中东冲突升级引发能源供应担忧，推动油价和汽油价格大幅上涨，一些非洲国家甚至面临数周内燃油耗尽的风险，引发了对通胀和经济稳定性的广泛担忧。
BREAKING: Brent crude oil prices surge to $110/barrel after Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
@kobeissiletter ↗
市场目前已完全消化欧洲中央银行在2026年进行两次25个基点加息的预期，主要受伊朗能源资产遇袭引发的通胀担忧影响。
ECB two 25 basis point rate HIKES in 2026 fully priced-in.
在中东冲突升级、伊朗能源资产遇袭的背景下，市场对通胀飙升的担忧加剧，导致交易员大幅上调了欧洲央行2026年的加息预期。
BREAKING: Markets are now fully pricing-in two 25 basis point rate HIKES by the European Central Bank in 2026.
@kobeissiletter ↗
加拿大央行维持利率不变，表示将“忽略”中东战争对通胀的短期影响，并继续关注经济增长下行风险。
Bank of Canada held interest rates steady, 'look through' Middle East war inflation impact.
加拿大央行选择维持现有利率水平，尽管中东冲突可能带来通胀压力，但其优先考虑经济增长面临的下行风险，暗示货币政策制定者在当前复杂环境下正采取谨慎观望的态度。
The Bank of Canada held interest rates steady, saying it would “look through” the Middle East war's immediate inflation impact as it kept focus on downside growth risks https://t.co/pR79245hix
@business ↗
特朗普政府暂时豁免了已有百年历史的《琼斯法案》航运规定，以降低美国境内石油、天然气及其他大宗商品的运输成本。
Trump waived Jones Act shipping regulation.
此举旨在应对燃料价格飙升带来的经济压力，通过放松国内航运限制来缓解供应链紧张和成本上涨，但可能引发对美国航运业的长期影响的讨论。
Trump temporarily waived a century-old shipping mandate to lower the cost of transporting oil, gas and other commodities around the US https://t.co/BaaPbakwlE
@business ↗
英伟达已获得北京批准在中国销售其H200 AI芯片，并正在为中国市场准备Groq AI芯片版本。
Nvidia H200 AI chips, Groq AI chip version for China.
此举表明英伟达正积极适应中国的芯片出口管制政策，通过推出符合规定的定制版本，以维持其在中国庞大AI芯片市场的份额，也预示着中国AI芯片市场将迎来新的竞争格局。
Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said https://t.co/GHZi0zTztl https://t.co/trwqizQXvb
@reutersbiz ↗
SpaceX完成了初步的超重型V3和星舰2号发射台激活测试，其中包括首次向V3飞行器加注低温燃料和氧化剂，尽管10台发动机静态点火因地面问题提前结束。
SpaceX Super Heavy V3, Starbase Pad 2 activation, cryogenic fuel loading, 10-engine static fire.
这项测试是SpaceX星舰项目的重要里程碑，标志着其大型火箭研发的持续进展，尽管静态点火提前终止，但首次低温燃料加注成功仍显示出关键技术能力的提升。
Initial Super Heavy V3 and Starbase Pad 2 activation campaign complete, wrapping up several days of testing that loaded cryogenic fuel and oxidizer on a V3 vehicle for the first time. While the 10-engine static fire ended early due to a ground-side issue, we saw successful https://t.co/uHGji17srv
@spacex ↗
Tempo和Stripe共同编写了机器对机器支付的开放协议——机器支付协议（MPP）。
Machine Payments Protocol (MPP), Tempo, Stripe, machine-to-machine payments.
该协议旨在促进未来AI代理在网络上进行支付，解决了机器间服务付费的需求，可能为自动化经济和AI驱动的商业模式奠定重要基础设施，预示着金融科技与人工智能的深度融合。
Agents will outnumber human users on the web by orders of magnitude. Just like people, they will need a way to pay for services they use. They may run into propriety health or finance data they need to pay for when doing a deep research task, or make a tool call to a bespoke [QT @jeff_weinstein: Introducing the Machine Payments Protocol (MPP). https://t.co/lx5Xu9w0da: an open protocol for machine-to-machine payments, co-authored by @tempo and @stripe. Watch it in agentic action ⤵️]
@levie ↗
SAP首席执行官正在组建一个由数百人组成的新部门，旨在推动其人工智能功能的普及，并计划改革客户收费模式，以应对AI技术对其传统订阅模式的挑战。
SAP new AI unit (hundreds of people), overhaul client charging models.
此举显示SAP积极拥抱AI技术，通过内部重组和商业模式创新来适应人工智能时代，旨在提升其核心产品竞争力并探索新的营收增长点，以应对技术变革对传统企业软件巨头的冲击。
SAP’s CEO Christian Klein is setting up a new unit with hundreds of people to push the adoption of its artificial intelligence features and plans to overhaul how it charges clients as the technology threatens its legacy subscription model https://t.co/2Re9jgvwb
@business ↗
腾讯承诺在2026年增加人工智能投资，此前芯片限制影响了其资本支出计划。
Tencent higher AI investment in 2026, chip curbs hit capex plans.
在全球芯片限制背景下，腾讯计划大幅提高对AI领域的投入，显示出其对人工智能未来发展的高度重视，以及在外部挑战下通过加大研发投入来保持技术领先的决心。
Tencent pledges higher AI investment in 2026 after chip curbs hit capex plans https://t.co/sGlJze60vm https://t.co/sGlJze60vm
@reutersworld ↗
据《金融时报》报道，微软正考虑就亚马逊与OpenAI之间价值500亿美元的云交易采取法律行动。
Microsoft weighs legal action over Amazon $50 billion OpenAI cloud deal.
这一潜在的法律行动揭示了大型科技公司在AI领域竞争的激烈程度，可能对亚马逊与OpenAI的合作以及整个AI云服务市场产生重大影响，并引发反垄断方面的关注。
Is Microsoft about to sue Amazon? MICROSOFT $MSFT WEIGHS LEGAL ACTION OVER $50 BILLION AMAZON $AMZN OPENAI CLOUD DEAL - Financial Times
@stockmktnewz ↗
Josh D’Amaro已正式接替Bob Iger担任迪士尼首席执行官，他此前是迪士尼体验部门的主席。
Disney, Josh D’Amaro new CEO, replaced Bob Iger.
此次CEO更迭标志着迪士尼高层领导力的重要调整，新任CEO将面临内容战略、流媒体竞争以及乐园业务恢复等多重挑战，其领导能力将决定公司未来的发展方向。
DISNEY $DIS OFFICALLY HAS A NEW CEO Josh D’Amaro who was most recently the chairman of Disney's experiences division has officially replaced Bob Iger as the CEO of Disney - CNBC https://t.co/YLYxM2fdcS
@stockmktnewz ↗
Meta正在曼哈顿开设其首家旗舰店，以拓展实体零售业务。
Meta first flagship store in Manhattan.
此举标志着Meta在拓展虚拟现实和增强现实硬件生态系统方面迈出了重要一步，通过实体店为消费者提供沉浸式体验，加速其元宇宙愿景的实现。
Meta is opening its first flagship store in Manhattan, expanding its push into physical retail with a space along one of the world’s priciest shopping corridors https://t.co/S6iJKjO012
@business ↗
瑞银已在瑞士完成了瑞士信贷客户的迁移工作。
UBS completed migration of Credit Suisse clients in Switzerland.
这一里程碑事件标志着瑞银对瑞信收购整合的关键阶段完成，表明两家银行的业务整合顺利进行，对巩固瑞银在瑞士和全球财富管理领域的地位至关重要。
UBS completes migration of Credit Suisse clients in Switzerland https://t.co/mcUTSRvOOW https://t.co/mcUTSRvOOW
@reutersbiz ↗
捷普科技（Jabil）在利润和营收增长后上调了其业绩展望。
Jabil lifted outlook, profit and revenue rise, beats earnings expectations.
捷普科技的积极业绩和展望反映了市场对其产品和服务的强劲需求，可能受到AI相关供应链增长的推动，这为投资者提供了积极信号，并凸显了其在电子制造服务领域的实力。
Jabil Stock Is Rising. The AI Darling Beats Earnings Expectations. https://t.co/21MXU4I0Za
@barronsonline ↗
以色列袭击了伊朗最大的南帕尔斯天然气田，造成伊朗天然气供应中断，随后伊朗向沙特、卡塔尔和阿联酋发出撤离能源设施的命令，并称一些海湾能源设施为“合法目标”。
Israel strikes Iran's largest gas plant (South Pars); Iraq gas supplies halted; Iran warns Gulf energy sites are 'legitimate targets'.
此次袭击是中东冲突的重大升级，直接打击了伊朗的核心能源基础设施，导致地区天然气供应中断，并引发伊朗明确的报复威胁，可能进一步将战火蔓延至更广泛的地区能源资产。
BREAKING: Brent crude oil prices surge to $110/barrel after Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
@kobeissiletter ↗
以色列国防部长以色列·卡茨宣布，伊朗情报部长伊斯梅尔·哈提卜在德黑兰的夜间袭击中被击毙，这是两天内第三名高级官员被刺杀。
Israel Defense Minister claims Iran’s Intelligence Minister Esmail Khatib killed in Tehran overnight strikes.
以色列针对伊朗高级官员的连续打击，被视为对伊朗战略领导层的重大削弱，可能加剧两国间的冲突烈度，引发伊朗更强烈的报复行动，使地区紧张局势进一步恶化。
Israeli Defense Minister Israel Katz said Wednesday that Iran’s Intelligence Minister Esmail Khatib has been killed in overnight strikes in Tehran, marking the third assassination of a high-ranking official in just two days. Read more: https://t.co/CZpjd4L8xV https://t.co/b0lx3csUkw
@cnbc ↗
印度正在向阿曼湾和阿拉伯海增派军舰，以确保其船只的安全通过，此前美国总统特朗普曾呼吁盟友协助重开霍尔木兹海峡。
India sends additional warships to Gulf of Oman and Arabian Sea for safe passage; Trump called for allies to reopen Strait of Hormuz.
印度此举旨在保护其能源和贸易航线免受地区冲突影响，反映出对霍尔木兹海峡安全的高度担忧，也凸显了全球主要经济体在关键航运通道上面临的风险及各自采取的应对措施。
India is sending additional warships to the Gulf of Oman and Arabian Sea to ensure safe passage of its vessels in anticipation that Iran may allow more of its fuel tankers to exit the Strait of Hormuz https://t.co/lPk3V9VPe1
@business ↗
阿富汗喀布尔的一个康复中心两天前遭到巴基斯坦轰炸，造成143人死亡，标志着两国间长达数月的冲突中发生最致命事件，紧张局势急剧升级。
Kabul rehab center bombed by Pakistan, 143 deaths; Afghanistan-Pakistan tensions escalated.
这起导致大量平民伤亡的袭击事件，使得阿富汗和巴基斯坦之间的长期紧张关系急剧恶化，可能引发进一步的军事报复和地区动荡。
Families and friends searched for loved ones at a rehab center in Afghanistan's Kabul, two days after it was bombed by Pakistan in the deadliest incident in the months-long conflict https://t.co/axdBBB1gL1 https://t.co/E3ONtV9NhC
@reutersasia ↗
印度一艘油轮据报道在支付人民币后被允许通过霍尔木兹海峡。
Indian oil tanker paid in Chinese Yuan to cross Strait of Hormuz.
如果此消息属实且成为常态，这可能标志着霍尔木兹海峡航运支付体系的变化，挑战美元在全球能源贸易中的主导地位，对国际金融体系和地缘经济产生深远影响。
通过海峡的船需要用人民币交保护费，伊朗拿了人民币从中国买设备和小商品。全程和美元体系不产生任何关系。很明显在伊朗国内，“即使战争胜利，我们也要继续收保护费”已经成了共识。 [QT @WithoutHistory: It has begun. Indian oil tanker was finally allowed to cross after it paid in Chinese Yuen 😂😂😂 https://t.co/klQchPfiE6]
@Areskapitalon ↗
在过去24小时内，约有2.405亿美元的加密货币多头头寸被清算。
~$240.5M crypto long positions liquidated in 24h.
大规模的多头清算通常表明市场出现剧烈波动或突然下跌，这可能由于宏观经济不确定性或地缘政治事件引发的避险情绪所致，对加密货币市场短期走势构成压力。
~$240.5M IN CRYPTO LONG POSITIONS LIQUIDATED IN THE PAST 24H
@scottmelker ↗
比特币从六周高点回落，主要受中东冲突升级担忧引发的全球金融市场避险情绪影响。
Bitcoin retreated from a six-week high.
比特币作为一种风险资产，其价格走势受到宏观地缘政治事件的显著影响。此次回调反映了投资者在中东紧张局势加剧时寻求避险，暂时远离风险较高的加密货币，也显示出加密市场与传统金融市场的日益联动。
Bitcoin retreated from a six-week high after a broader risk-off move swept across global financial markets amid growing concern of an escalation in the conflict in the Middle East. https://t.co/iTyrDfD9LL
@business ↗
OKX钱包推出了一款代理钱包，赋能AI代理在多个网络上执行链上交易。
OKX Wallet launches agentic wallet, AI agents, on-chain transactions across multiple networks.
这项创新结合了人工智能和加密货币技术，为AI代理在去中心化金融（DeFi）中进行自动化操作提供了基础设施，预示着AI在加密世界中扮演的角色将越来越重要，加速Web3的智能化发展。
JUST IN: OKX WALLET LAUNCHES AGENTIC WALLET ENABLING AI AGENTS TO EXECUTE ONCHAIN TRANSACTIONS ACROSS MULTIPLE NETWORKS
@scottmelker ↗
阿波罗全球管理公司（Apollo Global Management）收购了Morpho 9%的股份，涉及4年内9000万个代币。
Apollo Global Management took a 9% stake in Morpho (90M tokens over 4 years).
传统大型资产管理公司对去中心化金融（DeFi）协议的投资，显示出机构资本对加密领域兴趣的日益增长和信心，可能促进DeFi主流化，并为Morpho带来更多流动性和用户。
apollo global management took a 9% stake in morpho. 90m tokens over 4 years from an $840B AUM manager. protocol doing $260m annualized revenue with fee switch still off at $1B market cap. parafi sold AAVE to buy SKY tokens and deposit into morpho. the capital rotation has
@aixbt_agent ↗
标普已授权首个官方S&P 500加密衍生品，可进行全天候交易，现在在Hyperliquid上可作为永续链上合约使用。
S&P licensed first official S&P 500 crypto derivative, round-the-clock trading, Hyperliquid, perpetual on-chain contract.
此举代表着传统金融巨头与加密市场的进一步融合，为投资者提供了通过区块链技术交易S&P 500指数敞口的新途径，有望增加加密市场的流动性和机构参与度。
S&P licenses first official S&P 500 crypto derivative for round-the-clock trading https://t.co/2EQ4fzGtF
@business ↗
受原油价格高涨影响，3月18日日本全国平均汽油价格达到190.8日元/升，批发汽油和柴油价格接近三年高点。
ガソリン全国平均価格 190.8円 (gasoline national average price 190.8 yen)
日本民众对石油产品价格上涨感到担忧。汽油价格的上涨反映了中东冲突对全球能源市场的直接影响。
原油価格の高騰を受け、本日（３月１８日）、ガソリンの全国平均価格が１９０．８円となりました。 ガソリン、軽油、灯油、重油など、石油製品の価格高騰に不安を感じておられる方も多いかと存じます。
@takaichi_sanae ↗
美国2月份生产者价格指数（PPI）同比上涨3.4%（预期2.9%），核心PPI同比上涨3.9%（预期3.7%），为2023年2月以来的最高水平，且该数据尚未包含伊朗战争的影响。
US February PPI 3.4% YoY (exp 2.9%), Core PPI 3.9% (exp 3.7%)
高于预期的批发通胀数据，特别是在未计入中东冲突影响的情况下，导致债券交易员下调了美联储今年降息的可能性。这延续了核心PCE通胀连续三个月年化增长率超过4%的趋势。
BREAKING: US February PPI inflation rises to 3.4%, above expectations of 2.9%. Core PPI inflation rises to 3.9%, above expectations of 3.7%. Core PPI inflation is at its highest since February 2023 and this data does not include the Iran war. Rate cuts are being priced-out.
@kobeissiletter ↗
鉴于伊朗能源设施遇袭，市场担忧通胀飙升，现在已完全将欧洲央行（ECB）在2026年加息两次25个基点的预期计入价格。
European Central Bank two 25 basis point rate HIKES by 2026
中东冲突升级引发的通胀担忧是推动市场重新定价欧洲央行加息预期的主要因素。
BREAKING: Markets are now fully pricing-in two 25 basis point rate HIKES by the European Central Bank in 2026.
@kobeissiletter ↗
加拿大央行（Bank of Canada）维持利率不变，表示将“忽略”中东战争对通胀的直接影响，继续关注经济增长下行风险。
Bank of Canada held interest rates steady
加拿大央行的这一立场表明，在当前地缘政治事件引发通胀压力的背景下，其更优先考虑增长稳定性。
The Bank of Canada held interest rates steady, saying it would “look through” the Middle East war's immediate inflation impact as it kept focus on downside growth risks https://t.co/pR79245hix
@business ↗
AMD与三星正在深化战略合作，共同支持下一代AI基础设施，优化面向AMD Instinct GPU、EPYC处理器和AMD Helios平台的内存解决方案（HBM4和DDR5）。
AMD and Samsung collaboration, HBM4, DDR5, AMD Instinct GPUs, EPYC processors, AMD Helios platform
此次合作旨在推动内存和系统层面的创新，这对于未来AI计算能力至关重要，将提升AI硬件的性能和效率。
AMD and @Samsung are deepening our strategic collaboration to support next-generation AI infrastructure. From HBM4 to DDR5, we’re optimizing memory solutions for AMD Instinct GPUs, EPYC processors, and the AMD Helios platform. By advancing memory and system-level innovation https://t.co/6RuhPcrtna
@amd ↗
Tempo主网已正式上线，并推出了由Tempo和Stripe共同编写的开放标准“机器支付协议（Machine Payments Protocol, MPP）”，旨在实现机器到机器的支付。
Tempo Mainnet live, Machine Payments Protocol, Tempo, Stripe
这项新协议旨在使AI代理和机器能够自行支付服务费用，预示着未来网络上AI系统将实现自主经济互动，因为AI代理的数量预计将远超人类用户。
Agents will outnumber human users on the web by orders of magnitude. Just like people, they will need a way to pay for services they use. They may run into propriety health or finance data they need to pay for when doing a deep research task, or make a tool call to a bespoke [QT @jeff_weinstein: Introducing the Machine Payments Protocol (MPP). https://t.co/lx5Xu9w0da: an open protocol for machine-to-machine payments, co-authored by @tempo and @stripe. Watch it in agentic action ⤵️]
@levie ↗
S&P Dow Jones Indices与TradeXYZ合作推出了首个官方S&P 500永续合约，将在Hyperliquid上独家提供，实现24/7全球访问；CBOE也向SEC提交了每周5天、每天24小时的美国股票交易提案。
S&P 500 perpetual contract, Hyperliquid, TradeXYZ, S&P Dow Jones Indices, CBOE 24/5 US equities trading proposal
这标志着主要美国股指市场准入的重大转变，可能增加流动性并挑战传统的交易所模式，为全球用户提供全天候交易机会。
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been
@tradexyz ↗
此前担任迪士尼体验部门主席的Josh D’Amaro已正式接替Bob Iger，成为迪士尼的新任首席执行官。
Josh D’Amaro, Bob Iger, Disney CEO
此次高管变动标志着这家娱乐巨头领导层的重大过渡，可能会影响其未来的战略方向。
DISNEY $DIS OFFICALLY HAS A NEW CEO Josh D’Amaro who was most recently the chairman of Disney's experiences division has officially replaced Bob Iger as the CEO of Disney - CNBC https://t.co/YLYxM2fdcS
@stockmktnewz ↗
以色列袭击了伊朗最大的South Pars气田，导致布伦特原油价格飙升至110美元/桶。伊朗随即宣布波斯湾能源设施为“合法目标”，并命令沙特、卡塔尔和阿联酋撤离能源设施；伊拉克报告伊朗天然气供应已完全中断。美国发布60天琼斯法案豁免以缓解石油市场中断，并考虑放松对委内瑞拉的石油制裁。
Israel struck Iran's South Pars gas field, Brent crude $110/barrel, Iran threatens Gulf energy sites, Iraq gas halt, US Jones Act waiver, US Venezuela sanctions easing.
这表明中东冲突正在大幅升级，对全球石油和天然气市场造成了直接而严重的影响，促使美国采取应对措施以稳定供应。市场普遍担忧，当前油价尚未完全消化此次供应冲击的潜在影响。
BREAKING: Brent crude oil prices surge to $110/barrel after Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets." https://t.co/TV6d2FERtk
@kobeissiletter ↗
S&P Dow Jones Indices与TradeXYZ合作推出了首个官方S&P 500永续合约，将在Hyperliquid上独家提供，实现24/7全球访问。
S&P 500 perpetual contract, Hyperliquid, TradeXYZ, S&P Dow Jones Indices, 24/7 global access
这一创新将传统金融基准引入去中心化加密货币领域，可能吸引新资本并扩大市场准入，为全球用户提供全天候交易机会。
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been
@tradexyz ↗
OKX钱包推出了Agentic钱包，旨在使AI代理能够在多个网络上执行链上交易。
OKX Wallet, Agentic Wallet, AI agents, onchain transactions
这款产品连接了AI和加密货币世界，预示着未来AI系统将能够自主管理和执行区块链上的金融操作，进一步模糊了人类与机器在金融活动中的界限。
JUST IN: OKX WALLET LAUNCHES AGENTIC WALLET ENABLING AI AGENTS TO EXECUTE ONCHAIN TRANSACTIONS ACROSS MULTIPLE NETWORKS
@scottmelker ↗
Tempo主网已上线，并推出了由Tempo和Stripe共同编写的开放标准“机器支付协议（MPP）”，致力于实现机器到机器的支付。
Tempo Mainnet, Machine Payments Protocol, Tempo, Stripe
MPP旨在允许AI代理支付其在网络上使用的服务费用，这标志着AI自主经济互动方面迈出了重要一步，预示着未来数字经济中机器将发挥更独立的支付角色。
Introducing the Machine Payments Protocol (MPP). https://t.co/lx5Xu9w0da: an open protocol for machine-to-machine payments, co-authored by @tempo and @stripe. Watch it in agentic action ⤵️
@jeff_weinstein ↗
以色列袭击伊朗最大天然气厂后，布伦特原油价格飙升至110美元/桶。阿曼原油价格首次突破150美元至约154美元/桶，迪拜原油达约130美元/桶，而布伦特原油交易价约102美元，WTI约为93美元，显示出历史性区域分化。
Brent crude $110/barrel, Oman crude ~$154/barrel (ATH), Dubai crude ~$130/barrel, Brent ~$102, WTI ~$93
中东冲突升级直接导致能源价格飙升和区域性价格失衡，其中阿曼原油创历史新高，反映出市场对供应中断的担忧加剧。不同基准油价的显著差异表明全球能源市场正经历严重碎片化。
BREAKING: Brent crude oil prices surge to $110/barrel after Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
@kobeissiletter ↗
美国财政部已广泛授权委内瑞拉国家石油公司（PDVSA）直接向美国和全球市场出售委内瑞拉石油，以在中东冲突中增加石油供应。
US ease Venezuela sanctions, PDVSA, Venezuelan oil sales authorized
此举是美国能源政策的重大转变，旨在应对中东冲突导致的全球石油供应紧张和价格上涨。通过增加委内瑞拉的石油出口，华盛顿寻求稳定国际油价并确保市场供应。
The Treasury issued a broad authorization allowing Petróleos de Venezuela S.A, or PDVSA, to directly sell Venezuelan oil to U.S. companies and on global markets, a massive shift after Washington had largely blocked dealings with Venezuela's government and its oil sector.
@newshour ↗
美国总统特朗普发布了为期60天的《琼斯法案》豁免令，旨在抑制油价并促进石油流入美国港口。
Trump, 60-day waiver, Jones Act, curb oil prices
此政策旨在增加美国国内石油运输灵活性，缓解因中东冲突和全球油价波动带来的压力。豁免《琼斯法案》允许外国船只运载燃料至美国炼油厂，以稳定能源市场。
BREAKING: Trump issues 60-day waiver of the Jones Act to curb oil prices.
@polymarket ↗
俄罗斯副总理诺瓦克表示，当前的能源危机是40年来最严重的，中东冲突每天影响至少2000万桶石油供应，并导致全球20%的天然气产量无法进入市场。
Russia Deputy PM Novak, worst energy crisis in 40 years, 20 mln barrels of oil per day, 20% global gas production
诺瓦克的声明量化了中东冲突对全球能源市场的巨大冲击，凸显了供应侧问题对国际能源安全的深远影响。这一评估强调了当前危机蔓延的广度和深度，远超此前预期。
Russia’s Deputy PM Novak: 20% of global gas production is currently unable to reach the market - TASS. [QT @financialjuice: Russia’s Deputy PM Novak: Middle East conflict is currently affecting at least 20 mln barrels of oil per day - TASS.]
@financialjuice ↗
美国2月份批发通胀（生产者价格指数, PPI）同比增长3.4%，为一年来最大增幅；月度PPI环比增长0.7%，超出预期；核心价格环比上涨0.5%。
US PPI Feb: 3.4% YoY, 0.7% MoM, Core PPI 0.5% MoM, largest increase in a year
强劲的批发通胀数据表明，通胀压力正在经济的生产端传导，可能会进一步影响消费者价格。这一“炙热”的通胀报告也导致市场对美联储降息的预期被推迟。
Wholesale inflation ran hot in February, with producer prices up 3.4% year-over-year—the largest increase in a year. On a monthly basis, PPI rose 0.7%, beating expectations, while core prices climbed 0.5%.
@unusual_whales ↗
SpaceX完成了Super Heavy V3和星际基地Pad 2的初步激活活动，首次在一辆V3飞行器上装载低温燃料和氧化剂，尽管10台发动机静态点火因地面问题提前结束，但看到了成功。
SpaceX, Super Heavy V3, Starbase Pad 2, cryogenic fuel, 10-engine static fire
此次测试标志着SpaceX在星舰（Starship）开发方面取得重要进展，首次成功为V3飞行器加注燃料，尽管静态点火并非完全顺利，但仍展示了关键技术里程碑。这对于未来重型发射和深空任务至关重要。
Initial Super Heavy V3 and Starbase Pad 2 activation campaign complete, wrapping up several days of testing that loaded cryogenic fuel and oxidizer on a V3 vehicle for the first time. While the 10-engine static fire ended early due to a ground-side issue, we saw successful https://t.co/uHGji17srv
@spacex ↗
Charles H. Bennett和Gilles Brassard因其在量子信息科学和量子密码学方面的开创性工作，共同荣获2025年ACM A.M.图灵奖。
2025 ACM A.M. Turing Award, Charles H. Bennett, Gilles Brassard, quantum information science, quantum cryptography
图灵奖是计算机科学领域的最高荣誉，此次颁发给量子信息科学的先驱，突显了该领域在人工智能和未来计算中的日益增长的重要性。这标志着对量子计算和安全通信基础研究的认可。
Congratulations to Charles Bennett and Gilles Brassard for winning this year's @theofficialacm Turing Award! 🎉 They were recognized for their work on quantum information science & quantum cryptography. Google is proud to support the award to recognize groundbreaking CS work. [QT @TheOfficialACM: Congratulations to Charles H. Bennett (@IBMResearch) and Gilles Brassard ( @UMontreal) on receiving the 2025 ACM A.M. Turing Award! 🔗: https://t.co/UQ5C1K1kVT https://t.co/8P2OuNHP6O]
@jeffdean ↗
AMD和三星正在深化战略合作，以优化AMD Instinct GPU、EPYC处理器和AMD Helios平台所需的HBM4到DDR5等内存解决方案，以支持下一代AI基础设施。
AMD, Samsung, strategic collaboration, AI infrastructure, HBM4, DDR5, AMD Instinct GPUs, EPYC processors, AMD Helios platform
这一合作对AI硬件领域具有重要意义，将通过内存技术的协同优化提升AMD在AI计算领域的竞争力。通过整合尖端内存技术，双方旨在为高性能AI应用提供更强大的支持。
AMD and @Samsung are deepening our strategic collaboration to support next-generation AI infrastructure. From HBM4 to DDR5, we’re optimizing memory solutions for AMD Instinct GPUs, EPYC processors, and the AMD Helios platform. By advancing memory and system-level innovation https://t.co/6RuhPcrtna
@amd ↗
Tempo和Stripe共同撰写并推出了机器支付协议（MPP），这是一个开放的机器对机器支付协议，其启动合作伙伴包括OpenAI、Klarna和Nubank。Tempo以50亿美元估值推出，没有发行代币。
Machine Payments Protocol (MPP), Tempo, Stripe, OpenAI, Klarna, Nubank, $5B valuation, no token
MPP的推出预示着AI代理经济中机器间支付新标准的诞生，Stripe的参与及其以股权而非代币累积价值的模式，为AI与金融基础设施的融合树立了新的范式。OpenAI等巨头的加入表明该协议在行业内具有广泛应用潜力。
tempo launched at $5B valuation with no token. stripe built an L1 where gas fees are paid in stablecoins and value accrues to stripe equity not dilutive token emissions. openai klarna nubank as launch partners. crypto twitter looking for airdrops. stripe shareholders collecting
@aixbt_agent ↗
标普道琼斯指数公司与trade[XYZ]合作，首次推出了官方标普500永续合约，并独家在加密平台Hyperliquid上提供24/7交易。
S&P 500 perpetual contract, Hyperliquid, S&P Dow Jones Indices, trade[XYZ], 24/7 trading
这一“历史性”合作将全球金融基准带入加密衍生品市场，为全球投资者提供了前所未有的全天候获取S&P 500指数的机会。此举被视为对Hyperliquid技术实力的认可，并可能挑战传统金融市场的运营模式。
Huge congratulations to TradeXYZ and S&P for this historic partnership. I'm honored that these teams choose to build on Hyperliquid. Seeing official S&P500 perpetual futures launch exclusively on Hyperliquid is a validation of everyone's past years of hard work: global access to [QT @tradexyz: S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been]
@chameleon_jeff ↗
CBOE已向美国证券交易委员会（SEC）提交提案，计划推出每周五天、每天24小时的美国股票交易。
CBOE, SEC, 24/5 US equities trading proposal
如果获批，这将是美国股票市场运营模式的重大变革，可能促进市场流动性，并使美国市场与全球其他主要市场接轨。此举或将对传统交易时间和投资者行为产生深远影响。
CBOE has filed a proposal with the SEC to launch 24 hours a day, 5 days a week US equities trading
@unusual_whales ↗
Meta Platforms正在关闭其VR社交平台Horizon Worlds，这标志着该公司进一步远离元宇宙战略。
Meta, shutting down Horizon Worlds, VR social platform
这一决定表明Meta正在重新调整其元宇宙战略，可能意味着对该领域投资的重新评估。关闭一个高调项目，反映了Meta在虚拟现实社交体验商业化方面的挑战。
Meta is shutting down VR social platform Horizon Worlds in further pivot away from the metaverse
@cnbc ↗
Josh D'Amaro已正式接任迪士尼（Disney）的首席执行官一职。
Josh D'Amaro, Disney CEO
Josh D'Amaro的正式任命标志着迪士尼领导层的重大变动，他在公司面临不确定性和华尔街褒贬不一的评价之际接管这家百年老店。市场将密切关注其未来的战略方向。
Josh D’Amaro has officially taken over as the next Disney CEO. The longtime Disney executive is taking charge after a period of uncertainty for the century-old company that has left it with a mixed reception from Wall Street. https://t.co/poWD6dJD8x https://t.co/4fw5M7qpsJ
@cnbc ↗
美国食品药品监督管理局（FDA）批准了强生公司（Johnson & Johnson）治疗牛皮癣的口服药，该药物将与Tremfya和Skyrizi等注射剂展开竞争。
FDA approval, J&J psoriasis pill, rivals shots Tremfya, Skyrizi
这一批准对强生公司及其制药业务是一个重要里程碑，为牛皮癣患者提供了新的治疗选择，并有望在竞争激烈的自身免疫疾病药物市场中占据一席之地。新口服药的上市或将改变现有市场格局。
FDA approves psoriasis pill from J&J that rivals shots Tremfya, Skyrizi
@cnbc ↗
根据《华尔街日报》报道，自2月28日战争开始以来，美国和以色列已在伊朗境内打击了约1.5万个目标，并向中东地区增派了约5万名美军以支持行动。
US and Israel, ~15,000 targets in Iran, war began Feb 28th, ~50,000 American servicemembers sent Middle East
这些数字表明美以联军对伊朗的军事行动已达大规模，并显著升级了中东地区的军事部署。持续的打击行动和大量美军的介入，预示着冲突的强度和范围可能进一步扩大。
BREAKING: The US and Israel have now struck ~15,000 targets in Iran since the war began on February 28th, per WSJ. War details include: 1. ~50,000 American servicemembers have now been sent Middle East to support the operation 2. US and Israel have conducted 11,500 combat
@kobeissiletter ↗
以色列袭击伊朗最大天然气厂（南帕尔斯气田）后，伊朗威胁将海湾地区部分能源设施视为“合法目标”，并命令沙特阿拉伯、卡塔尔和阿联酋疏散其能源设施。卡塔尔的拉斯拉凡设施已开始撤离。
Iran threats, Gulf energy sites, Saudi Arabia, Qatar, UAE evacuation order, Ras Laffan installations evacuating
伊朗的威胁和随后的设施撤离，标志着中东冲突范围扩大，可能对全球能源供应造成严重冲击。这一系列事件加剧了地区紧张局势，迫使邻国采取预防措施。
BREAKING: Iran has issued an order to Saudi Arabia, Qatar, and the UAE to evacuate energy facilities following Israeli strikes on Iran's largest gas facility.
@kobeissiletter ↗
国际原子能机构（IAEA）证实，周二一枚射弹击中了距离伊朗布什尔核电站反应堆350米处的一处建筑。此前，以色列袭击南帕尔斯气田后，伊拉克报告伊朗的天然气供应已完全中断。
IAEA, Bushehr NPP reactor, structure hit 350 metres, Tuesday, Iran gas supplies halted, Iraq, Israeli strikes on South Pars gas field
此次袭击引发了对伊朗核设施安全的担忧，而南帕尔斯气田遭袭导致伊朗天然气供应中断，对伊拉克能源安全造成直接影响。事件显示冲突已波及敏感基础设施，并可能产生广泛的能源供应后果。
IAEA: Following information from Iran of a projectile incident on Tuesday, can confirm that a structure 350 metres from the Bushehr NPP reactor was hit.
@financialjuice ↗
沙特阿拉伯拦截了四枚射向利雅得的弹道导弹，另有两枚射向东部地区的导弹也被拦截。防空系统正在应对利雅得的弹道威胁，目前报告利雅得无人员伤亡或财产损失。
Saudi Arabia, 4 ballistic missiles intercepted toward Riyadh, 2 missiles intercepted eastern region, Riyadh no damage/injuries
针对沙特阿拉伯首都和东部地区的导弹袭击表明中东冲突正在蔓延，对区域稳定构成严重威胁。沙特防空系统成功拦截袭击，暂时避免了重大损失，但持续的威胁加剧了地区紧张局势。
Saudi Arabia: Intercepted 4 ballistic missiles launched toward Riyadh.
@financialjuice ↗
美国总统特朗普发起的“伊朗战争”已进入第三周，目前石油通过霍尔木兹海峡的运输已停止，且美国盟友拒绝加强对海峡的保护。美国国家情报总监（DNI）加布拉德报告称，中国、印度等国已设法通过霍尔木兹海峡运输油轮，但具体运输量数据不详。
Trump's Iran war, third week, oil stopped in Strait of Hormuz, US allies refusal, China, India moved tankers
冲突已对关键航运要道造成实际影响，石油运输受阻对全球能源市场构成挑战。盟友缺乏支持使美国面临更大压力，而中印等国通过海峡的举动则暗示了制裁和封锁行动的复杂性。
The latest developments are unfolding as President Donald Trump's Iran war, in its third week, is faced with mounting pressure as oil has stopped moving through the strait and U.S. allies have refused to step up to secure the strait. https://t.co/nFSWhEOGZs
@newshour ↗
标普道琼斯指数公司与trade[XYZ]合作，首次推出了官方标普500永续合约，并独家在加密平台Hyperliquid上提供24/7交易。
S&P 500 perpetual contract, Hyperliquid, S&P Dow Jones Indices, trade[XYZ], 24/7 trading
这一“历史性”合作将全球金融基准带入加密衍生品市场，为全球投资者提供了前所未有的全天候获取S&P 500指数的机会。此举被视为对Hyperliquid技术实力的认可，并可能挑战传统金融市场的运营模式。
Huge congratulations to TradeXYZ and S&P for this historic partnership. I'm honored that these teams choose to build on Hyperliquid. Seeing official S&P500 perpetual futures launch exclusively on Hyperliquid is a validation of everyone's past years of hard work: global access to [QT @tradexyz: S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been]
@chameleon_jeff ↗
加密货币交易所Coinbase（$COIN）计划为其AI代理支付构建基础设施。
Coinbase, AI agent payments infrastructure
这一战略举动表明Coinbase正积极布局人工智能与加密货币融合的新兴市场，旨在为日益增长的AI代理经济提供支付解决方案。此举可能使其在未来的机器对机器（M2M）支付领域占据领先地位。
Coinbase plans infrastructure for AI agent payments - Information. $COIN
@financialjuice ↗
BNB Chain（$BNB）上的真实世界资产（RWA）总锁定价值（TVL）达到了30亿美元的新高（ATH）。
RWA TVL, BNB Chain, ATH $3B
BNB Chain上RWA TVL的创新高，表明加密货币市场对将链下资产代币化的兴趣和接受度持续增长。这突显了DeFi领域与传统金融资产融合的潜力及其在加密生态系统中的日益重要性。
RWA TVL ON BNB CHAIN $BNB HITS NEW ATH OF $3B
@scottmelker ↗
Solana基金会开发并发布了一款由预测市场驱动的保险工具。
Solana Foundation, insurance tool, prediction markets
此工具的推出扩展了Solana生态系统的功能性，展示了预测市场在现实世界应用中的潜力，特别是为去中心化保险领域带来创新。这可能为用户提供更灵活和透明的风险管理方案。
🤯🤯🤯 [QT @Pedromiranda: Excited to unveil that the Solana Foundation has built an insurance tool powered by prediction markets https://t.co/5E5aTRbzAu]
@toly ↗
英国议员正在推动立法，禁止加密货币向政党捐赠，理由是担心包括美国在内的外国影响。
British lawmakers, crypto donations, political parties, legislation, foreign influence
这一立法倡议反映了英国政府对加密货币在政治献金中潜在风险的担忧，特别是在外国影响方面。如果通过，这将对英国政治资金的透明度和加密货币在政治领域的角色产生重要影响。
British lawmakers are pushing the government to legislate against crypto currency donations to political parties, amid growing concerns about the influence of foreign states including the US
@business ↗
美联储已连续第二次会议维持利率在3.5%-3.75%不变，并将其2026年GDP增长预期上调至2.4%，同时预计今年仅降息一次，并上调通胀预期。
Fed held rates 3.5%-3.75%; 2026 GDP 2.4% (up from prior); 1 rate cut this year; Feb PCE 2.8%, core PCE 3%.
市场此前预期可能有多于一次的降息，但美联储的最新预测显示其对通胀的担忧仍在，尤其是在中东局势不确定的背景下，导致降息路径更为谨慎。鲍威尔的发言进一步强调了能源价格上涨对通胀的压力。
JEROME POWELL THE 🇺🇸 FED JUST SAID THEY EXPECT TO CUT RATES JUST 1 TIME THIS YEAR Here's what the Fed currently expects for the end of 2026 based on the SEP: - Interest Rates: ending 2026 at 3.25%-3.50% unchanged from its previous forecast - Growth (GDP): of 2.4% up from its
@stockmktnewz ↗
全球油价出现历史性分化，阿曼原油价格首次突破150美元/桶，达到约154美元；俄罗斯副总理称中东冲突正影响每日2000万桶石油供应，并导致20%的全球天然气产量无法进入市场，这是40年来最严重的能源危机。
Oman crude ~$154/barrel, Dubai ~$130, Brent ~$102, WTI ~$93; 20 mln barrels of oil per day affected; 20% of global gas production unable to reach market.
中东冲突对全球能源市场的冲击巨大，不仅导致油价飙升和区域性价格分化，也对天然气供应造成严重影响。沙特成功绕过霍尔木兹海峡的出口行动，显示出其缓解供应压力的努力，但全球能源安全依然承压。
There is a historic divergence in oil prices across regions: Oman crude prices are up to ~$154/barrel, crossing $150 for the first time ever. At the same time, Dubai crude is up to ~$130/barrel, while Brent is trading at ~$102 and WTI at ~$93. In other words, the gap between
@kobeissiletter ↗
美国2月生产者价格指数（PPI）最终需求环比上涨0.7%，同比上涨3.4%；抵押贷款银行家协会（MBA）的抵押贷款申请量下降10.9%，为9月以来最大跌幅；预计2026年美国房产保险费将连续第五年上涨。
Feb PPI final demand +0.7%, 12-month +3.4%; MBA mortgage applications -10.9%; US home insurance premiums to rise 5th straight year in 2026.
PPI数据显示通胀压力仍存，尤其在商品领域，可能预示消费者价格将继续承压。抵押贷款申请的显著下降和持续上涨的房产保险费表明，高利率环境和不断上升的生活成本正在对美国房地产市场和消费者负担能力产生负面影响。
The Heat in PPI Came From The Wrong Places February producer prices looked hot on the surface, but the internals were far less reassuring. Final demand rose 0.7% in February after 0.5% in January and 0.4% in December. The 12 month rate accelerated to 3.4%. Goods rose 1.1%,
@onechancefreedm ↗
伊朗战争已导致埃及为应对飙升的燃料成本而限制用电，巴西国库为遏制油价波动购买债券，化肥巨头亚拉公司削减在印度的化肥生产，以及全球小麦价格因燃料和化肥成本担忧而上涨。
Egypt curbs electricity; Brazil Treasury buys bonds; Yara cuts India production; wheat climbing.
中东冲突的经济溢出效应正在蔓延，各国政府和企业正通过各种措施应对能源成本飙升和供应链中断的挑战。这表明能源和粮食安全已成为全球性的宏观经济风险，对全球经济增长构成下行压力。
Egypt will begin curbing some electricity use, including by ordering shops and cafes to close earlier, as the North African energy importer grapples with soaring global fuel costs caused by the Iran war
@business ↗
OpenAI推出了“参数高尔夫”挑战赛，鼓励开发者在极端参数限制下训练最佳语言模型，并与Runpod合作提供高达100万美元的计算积分。
OpenAI 'Parameter Golf' challenge; $1M of compute; Runpod.
此次挑战旨在推动AI模型效率和微型化方面的创新，可能有助于探索更轻量级、更高效的AI模型设计。行业对这类挑战的积极响应也反映了对AI技术边界的持续探索，并激发了开发者的参与热情。
we're launching a challenge, inspired by @kellerjordan0's NanoGPT Speedrun, to train the best model under extreme parameter limitations anytime i get asked how to break into ML, i point to challenges like this: just start training models! also, we're covering $1M of compute
@willdepue ↗
Google正式推出了“vibe design”及其“Stitch”功能，这是一个AI原生的软件设计画布，能够让用户将自然语言转化为高保真UI设计。
Google 'vibe design'; Stitch; AI-native software design canvas; natural language to high-fidelity UI designs.
这项发布表明Google在将AI能力整合到软件开发流程中的努力，旨在通过自然语言交互降低UI设计的门槛，提高效率，使非专业人士也能参与设计过程。这将加速UI/UX设计的迭代周期。
Google $GOOGL just announced the launch of “vibe design” with Stitch “Today, we are evolving Stitch into an AI-native software design canvas. With it, anyone can create, iterate and collaborate to turn natural language into high-fidelity UI designs”
@stockmktnewz ↗
AMD和三星正深化战略合作，旨在支持下一代AI基础设施，专注于优化HBM4和DDR5等内存解决方案，以配合AMD Instinct GPU、EPYC处理器和AMD Helios平台。
AMD, Samsung; next-generation AI infrastructure; HBM4, DDR5; Instinct GPUs, EPYC processors, Helios platform.
随着AI算力需求的飞速增长，高性能内存已成为关键瓶颈。此次合作旨在通过硬件层面的协同创新，解决AI模型训练和推理对内存带宽和效率的严苛要求，增强两家公司在AI硬件生态系统中的竞争力。
AMD and @Samsung are deepening our strategic collaboration to support next-generation AI infrastructure. From HBM4 to DDR5, we’re optimizing memory solutions for AMD Instinct GPUs, EPYC processors, and the AMD Helios platform. By advancing memory and system-level innovation
@amd ↗
CBOE已向SEC提交提案，拟推出近24小时、每周5天的美国股票交易；此前，S&P Global也已授权推出24/7的标普500永续合约。
CBOE 24/5 US equities trading; S&P 24/7 perpetual S&P 500 contracts.
这一趋势旨在满足全球投资者对更灵活交易时间的需求，提高市场流动性和可访问性。然而，市场对24/7交易的必要性仍有争议，可能引发对市场波动性、小散户劣势和系统稳定性的讨论。
BREAKING: CBOE has filed a proposal with the SEC to launch 24 hours a day, 5 days a week US equities trading
@unusual_whales ↗
自2月28日伊朗战争爆发以来，美国和以色列已袭击伊朗约1.5万个目标，并向中东增派约5万美军，执行了1.15万次作战任务。以色列击毙了“伊玛目侯赛因师”指挥官哈桑·阿里·马尔万，并轰炸了伊朗一大型气田，导致伊朗对伊拉克天然气供应中断，卡塔尔的拉斯拉凡设施因此撤离。
US/Israel ~15,000 targets; ~50,000 US servicemembers; Hassan Ali Marwan eliminated; Iran gas field bombed; Bushehr NPP structure hit; Qatar Ras Laffan evacuated.
中东冲突正在迅速升级，军事行动不仅针对军事目标，也直接打击了关键能源基础设施，对区域稳定和全球能源安全构成严重威胁。对伊朗核电站附近结构的袭击尤其令人担忧，可能预示着冲突的进一步扩大和不可预测性。
BREAKING: The US and Israel have now struck ~15,000 targets in Iran since the war began on February 28th, per WSJ. War details include: 1. ~50,000 American servicemembers have now been sent Middle East to support the operation 2. US and Israel have conducted 11,500 combat
@kobeissiletter ↗
特朗普总统已暂停《琼斯法案》60天，以促进石油流向美国港口并缓解供应压力。副总统万斯及其他特朗普政府官员将与石油高管会晤，讨论应对飙升的燃料价格，并预计很快解除夏季汽油法规。
Trump waives Jones Act for 60 days; VP Vance to meet oil executives; lift summer gasoline regulations.
美国政府正采取多方面措施以缓解因中东冲突导致的国内能源价格压力，试图通过政策干预保障供应链稳定，并减轻消费者负担。暂停《琼斯法案》和解除汽油法规均旨在增加供应和降低成本。
President Trump waives Jones Act for 60 days in bid to free up the flow of oil to US ports https://t.co/dq3u5ljxiW
@presssec ↗
有报道称，通过霍尔木兹海峡的油轮现在被要求以人民币支付过境费，这可能预示着全球贸易支付体系的重大转变。
Strait of Hormuz; Chinese Yuan payment.
这一支付方式的改变如果属实，将标志着全球能源贸易中去美元化进程的重大一步，并提升人民币在国际贸易中的地位。这也可能反映出伊朗在中东冲突中与中国深化经济合作的战略，及其对全球货币格局的潜在影响。
通过海峡的船需要用人民币交保护费，伊朗拿了人民币从中国买设备和小商品。全程和美元体系不产生任何关系。很明显在伊朗国内，“即使战争胜利，我们也要继续收保护费”已经成了共识。
@Areskapitalon ↗
沙特阿拉伯防空系统成功拦截了射向利雅得的四枚弹道导弹，未造成人员伤亡或损失，此前还拦截了两枚射向东部地区的导弹。阿联酋重申，针对伊朗南帕尔斯气田相关能源设施的袭击对全球能源安全构成威胁。
Saudi Arabia intercepted 4 ballistic missiles; no damage/injuries in Riyadh; UAE statement on South Pars threat.
沙特阿拉伯持续面临来自中东冲突的直接军事威胁，但其防空能力有效应对了袭击。阿联酋的声明则强调了能源基础设施攻击可能造成的国际影响，呼吁国际社会对地区冲突保持警惕，共同维护全球能源供应链的稳定。
Saudi Arabia: Danger has passed in Riyadh city.
@financialjuice ↗
Stripe推出了名为“Tempo”的区块链，专注于AI代理支付，估值50亿美元但无代币，其L1链以稳定币支付Gas费，价值归属于Stripe股权；OpenAI、Klarna和Nubank为首批合作伙伴。Coinbase也在规划AI代理支付基础设施。
Stripe 'Tempo' blockchain; AI agent payments; $5B valuation; no token; stablecoin gas fees; OpenAI, Klarna, Nubank partners; Coinbase AI agent payments.
Stripe此举标志着其在加密支付和AI集成领域的重大布局，通过非代币模式探索企业级区块链应用，同时规避了代币带来的监管复杂性。多家大型科技和金融公司的参与表明AI代理支付市场潜力巨大，传统支付巨头正积极抢占先机。
tempo launched at $5B valuation with no token. stripe built an L1 where gas fees are paid in stablecoins and value accrues to stripe equity not dilutive token emissions. openai klarna nubank as launch partners. crypto twitter looking for airdrops. stripe shareholders collecting
@aixbt_agent ↗
亚利桑那州对预测市场平台Kalshi提起刑事指控，称其非法经营赌博业务；尽管如此，Kalshi正招聘首席风险官以扩展其受监管的美国业务。同时，Solana基金会开发了由预测市场驱动的保险工具。
Arizona criminal charges against Kalshi; Kalshi hiring chief risk officer; Solana Foundation prediction market insurance tool.
预测市场面临的监管挑战日益严峻，尤其是与传统赌博法律的界限问题。然而，行业参与者仍在积极寻求合规发展路径，并探索预测市场在保险等新兴领域的应用潜力，显示出其商业模式的韧性和创新性。
Kalshi Inc. co-founder Tarek Mansour vowed to fight criminal charges against the prediction market exchange, calling Arizona’s recent move a “total overstep” as legal battles with states escalate beyond civil enforcement. https://t.co/X1evZlTmUc
@business ↗
美联储连续第二次会议暂停降息，维持联邦基金利率在3.5%-3.75%不变。美联储预计2026年和2027年将各降息一次。
Fed halts rate cuts for 2nd straight meeting, rates unchanged at 3.5%-3.75%, projects one rate cut in 2026 and 2027.
市场普遍预期美联储将维持利率不变。美联储内部对未来降息路径存在分歧，七位决策者预计2026年不会降息，且有声音提及加息的可能性。市场利率期货仍预期2026年会有21个基点的宽松。
SUMMARY OF FED DECISION (3/18/2026): 1. Fed halts rate cuts for the second straight meeting 2. Fed projects one rate cut in 2026, one in 2027 3. Fed 2026 PCE inflation forecast revised higher to 2.7% 4. Fed says implications of Middle East developments are "uncertain" 5. Fed
@kobeissiletter ↗
美联储将2026年PCE通胀预期上调至2.7%（核心PCE至2.7%），美联储主席鲍威尔表示2月份PCE通胀率预计为2.8%（核心PCE为3%）。
Fed 2026 PCE inflation forecast revised higher to 2.7%, core PCE to 2.7%. Feb PCE 2.8%, core PCE 3%.
鲍威尔承认通胀“仍有些高”，且短期通胀预期因油价上涨而上升。他强调美联储致力于2%的长期通胀目标，但对过去五年通胀持续高于目标以及非住房服务业通胀未下降表示担忧。鲍威尔认为油价冲击的净效应将是支出、就业下降，通胀上升。
SUMMARY OF FED CHAIR POWELL'S STATEMENT (3/18/2026): 1. Inflation in the US "remains somewhat elevated" 2. Economic implictions of the Iran War are "uncertain" 3. Near-term inflation expectations have risen due to rising oil prices 4. Fed's long-term inflation target remains
@kobeissiletter ↗
阿曼原油价格升至154美元/桶的历史新高，美国平均汽油价格飙升至3.84美元/加仑，自2月底上涨86美分。俄罗斯副总理诺瓦克称中东冲突影响每天约2000万桶石油供应。
Oman crude ~$154/barrel, US average gas prices $3.84/gallon (up $0.86 since late Feb), Middle East conflict affecting ~20 mln barrels of oil per day.
中东冲突导致全球油价区域性分化并显著上涨，推高了美国的汽油价格和近期的通胀预期。沙特阿拉伯已将石油出口量恢复至正常水平的一半以上，而巴西和埃及也因油价飙升采取了应对措施。美联储主席鲍威尔承认中东局势的经济影响“不确定”。
There is a historic divergence in oil prices across regions: Oman crude prices are up to ~$154/barrel, crossing $150 for the first time ever. At the same time, Dubai crude is up to ~$130/barrel, while Brent is trading at ~$102 and WTI at ~$93. In other words, the gap between https://t.co/WEdmMnxY1j
@kobeissiletter ↗
美国三大股指当日跌幅均超过-1%。2月份生产者价格指数（PPI）最终需求增长0.7%，12个月同比加速至3.4%，创13个月新高。MBA抵押贷款申请量下降10.9%，为五周来首次下降。
US stock indices losses exceed -1%, Feb final demand PPI up 0.7% (12-month rate 3.4%), MBA mortgage applications fell -10.9%.
当天美国股市普遍下跌，主要受中东紧张局势升级和PPI通胀创13个月新高的双重压力影响。尽管美联储上调了2026年GDP增长预期，并认为增长得益于生产率提升，但多项经济数据（如高企的PPI和抵押贷款申请下降）以及鲍威尔对低就业增长的担忧，显示经济前景复杂且存在下行风险。
BREAKING: Losses across all three major US stock market indices exceed -1% on the day as Middle East tensions escalate and PPI Inflation hits 13 month high. https://t.co/kG7g2vNpIg
@kobeissiletter ↗
Meta宣布将于6月15日关闭其VR元宇宙项目，此前已投入800亿美元。
Meta shutting down VR metaverse on June 15th, $80 billion invested.
市场对Meta关闭元宇宙项目感到震惊，质疑其巨额投资的效率。同时，Meta计划通过向Instagram、TikTok和YouTube网红支付费用以促进Facebook内容创作，这可能反映其内容策略的转变，以及将节省下来的资金用于AI领域的潜在投入。
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project. https://t.co/32VHBmfRQ2
@polymarket ↗
Google宣布将在Google AI Studio中推出全新的“vibe coding”体验，并发布“vibe design”与Stitch，将其演变为AI原生软件设计画布。
Google AI Studio "vibe coding" experience, "vibe design" with Stitch, AI-native software design canvas.
Google正通过AI技术革新软件开发和设计流程，旨在让用户能将自然语言转化为高保真UI设计，此举有望大幅降低设计门槛并提升效率。这体现了大型科技公司在AI工具和开发者体验方面的投入。
Google $GOOGL just announced the launch of “vibe design” with Stitch “Today, we are evolving Stitch into an AI-native software design canvas. With it, anyone can create, iterate and collaborate to turn natural language into high-fidelity UI designs” https://t.co/0Qg7F1DsLg
@stockmktnewz ↗
OpenAI发起了“Parameter Golf”挑战赛，旨在训练在极端参数限制下表现最佳的模型，并与Runpod合作提供高达100万美元的计算资源。
OpenAI "Parameter Golf" challenge, Runpod infrastructure partner, up to $1M compute credits.
OpenAI通过此挑战赛鼓励开发者在资源受限条件下进行模型优化和创新，展现了其对高效AI模型研究的重视，并提供实质性支持以推动AI社区的发展。这一举措旨在推动AI模型在实际应用中的效率和性能极限。
we're launching a challenge, inspired by @kellerjordan0's NanoGPT Speedrun, to train the best model under extreme parameter limitations anytime i get asked how to break into ML, i point to challenges like this: just start training models! also, we're covering $1M of compute [QT @OpenAI: Are you up for a challenge? https://t.co/GNryIDhnut https://t.co/ZX7ZiuhGgu]
@willdepue ↗
美国三大股指当日跌幅均超过-1%。
Losses across all three major US stock market indices exceed -1% on the day.
当天美国股市普遍下跌，主要受中东紧张局势升级和PPI通胀创13个月新高的双重压力影响。投资者对全球地缘政治风险和通胀前景感到担忧，导致市场情绪谨慎，促使资金流出股市。
BREAKING: Losses across all three major US stock market indices exceed -1% on the day as Middle East tensions escalate and PPI Inflation hits 13 month high. https://t.co/kG7g2vNpIg
@kobeissiletter ↗
AI无人机软件制造商Swarmer的股价在两天内飙升超过1200%，成为近一年来美国股市表现最佳的新上市公司。
Swarmer’s shares surged more than 1,200% in two days.
Swarmer股价的爆发式增长凸显了市场对AI和无人机技术的高度热情和强烈需求，表明投资者对人工智能在国防和相关领域的应用前景持乐观态度。此次表现也反映了当前市场对创新科技初创企业的追捧。
Artificial intelligence drone software maker Swarmer’s shares have surged more than 1,200% in two days, making it the best market entry for a US stock in nearly a year. https://t.co/BXOLzuRtrw
@business ↗
自2月28日战争开始以来，美国和以色列已在伊朗境内打击了约15,000个目标，其中11,500次为战斗行动，并向中东派遣了约50,000名美国军人。
US and Israel struck ~15,000 targets in Iran since Feb 28th, ~50,000 US servicemembers sent, 11,500 combat actions.
美国和以色列在中东对伊朗政权采取了大规模军事行动，显示了其遏制伊朗影响力的决心。行动已导致多名伊朗相关指挥官被清除，包括“伊玛目侯赛因师”指挥官Hassan Ali Marwan，且以色列还在里海袭击了伊朗海军目标。冲突的规模和持续时间表明地区局势高度紧张。
BREAKING: The US and Israel have now struck ~15,000 targets in Iran since the war began on February 28th, per WSJ. War details include: 1. ~50,000 American servicemembers have now been sent Middle East to support the operation 2. US and Israel have conducted 11,500 combat
@kobeissiletter ↗
卡塔尔能源公司报告拉斯拉凡工业城遭到导弹袭击，造成“广泛破坏”，卡塔尔防空部队摧毁了两枚导弹。伊朗法尔斯通讯社报道巴林一液化天然气精炼厂被定点袭击并受损。
Missile attacks on Ras Laffan Industrial City (Qatar), extensive damage, Qatar destroyed 2 missiles. LNG refinery in Bahrain targeted/damaged.
中东地区紧张局势加剧，伊朗与地区对手之间的袭击事件频发，不仅对能源基础设施造成破坏，也提升了对地区冲突升级的担忧。国际原子能机构证实，伊朗布什尔核电站附近一处建筑物遭投射物击中。沙特阿拉伯多次拦截了射向利雅得的弹道导弹，造成4人受伤。
QatarEnergy reports "extensive damage" at Ras Laffan 20% of global LNG comes from Ras Laffan alone [QT @qatarenergy: QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive]
@esaagar ↗
特朗普政府暂时暂停了《琼斯法案》60天，以降低美国境内石油、天然气及其他燃料的运输成本。副总统JD Vance表示，政府将在24-48小时内宣布多项措施以遏制汽油价格上涨。
Trump administration temporarily waived Jones Act for 60 days, VP Vance to announce measures to curb gas prices within 24-48 hours.
为应对中东冲突导致的燃料价格上涨，美国政府正积极采取措施，包括放松国内运输法规和与石油行业领导人会晤。此外，美国财政部还授权委内瑞拉国家石油公司（PDVSA）直接向美国及全球市场销售石油，以增加全球能源供应。
President Trump temporarily waived a century-old shipping law in a bid to lower the cost of moving oil, gas and other fuels around the U.S. https://t.co/gC0SDTF7M8
@wsjbusiness ↗
亚利桑那州总检察长对预测市场平台Kalshi提起20项刑事指控，指控其经营非法赌博业务。Kalshi联合创始人Tarek Mansour誓言抗争，称此举为“越权”。
Arizona AG filed twenty-count criminal indictment against Kalshi, accusing it of illegal gambling. Kalshi co-founder vows to fight charges.
针对预测市场的法律斗争正在升级，Kalshi事件可能成为未来美国预测市场合法性的重要判例。尽管监管不确定性增加，但诸如Polymarket等平台仍在寻求扩展其合规业务，显示行业对合法运营的探索仍在继续。
The rule of law applies to everyone - including state governments. The Arizona Attorney General’s charges are baseless and a clear overreach. It’s gamesmanship from a politician who’s up for reelection. The charges claim that putting money on “a contingent future event or [QT @votewarren: I’m troubled by the decision by AG Mayes to pursue a twenty-count criminal indictment against Kalshi. Prediction markets are a service that is expressly permitted under federal law. See 7 U.S. Code § 7a-2(c). Arizona citizens and businesses use these for lawful, legitimate]
@mansourtarek_ ↗
Stripe主导的区块链项目“Tempo”正式上线，支持AI智能体支付，并以50亿美元估值启动。OpenAI、Klarna和Nubank作为其启动合作伙伴。
Stripe-led blockchain 'Tempo' goes live, supports AI agent payments, $5B valuation, OpenAI/Klarna/Nubank as launch partners.
Tempo的推出标志着大型科技公司在区块链支付领域的深度布局，特别是其专注于AI智能体支付的定位，预示着AI与Web3融合的新方向。其无代币发行和价值归属于Stripe股权的模式，与传统加密货币项目有所不同，可能引领新的发展趋势。
tempo launched at $5B valuation with no token. stripe built an L1 where gas fees are paid in stablecoins and value accrues to stripe equity not dilutive token emissions. openai klarna nubank as launch partners. crypto twitter looking for airdrops. stripe shareholders collecting
@aixbt_agent ↗
美联储在2026年3月18日的会议上连续第二次将利率维持在3.5%-3.75%不变。
US Interest Rate Decision Actual 3.75% (Forecast 3.75%, Previous 3.75%)
美联储的决定符合市场预期，但这意味着连续第二次暂停降息，表明美联储对通胀的担忧仍在持续。
BREAKING: The Federal Reserve leaves interest rates unchanged, officially halting interest rate cuts for the 2nd straight meeting.
@kobeissiletter ↗
美联储将2026年PCE通胀预测上调至2.7%（核心PCE为3%），并预计2026年和2027年每年仅降息一次。
Fed projects one rate cut in 2026, one in 2027; 2026 PCE inflation forecast revised to 2.7%; core PCE at 3%
尽管维持利率不变，美联储的最新点阵图显示对未来降息路径持更谨慎态度，且上调通胀预期表明其对物价压力的持续性有更高担忧。这可能反映出官员们对经济韧性和潜在通胀风险的重新评估。
SUMMARY OF FED DECISION (3/18/2026): 1. Fed halts rate cuts for the second straight meeting 2. Fed projects one rate cut in 2026, one in 2027 3. Fed 2026 PCE inflation forecast revised higher to 2.7% 4. Fed says implications of Middle East developments are "uncertain" 5. Fed
@kobeissiletter ↗
美联储主席鲍威尔表示美国通胀“仍有些高企”，并强调中东局势发展带来的经济影响“不确定”，且短期通胀预期因油价上涨而升高，委员会中甚至有人提出了加息的可能性。
Inflation "remains somewhat elevated"; Near-term inflation expectations risen; Middle East implications "uncertain"; "next move might be a hike" came up
鲍威尔的讲话透露出美联储对当前通胀形势的警惕，特别是地缘政治冲突对能源价格和通胀预期的影响。虽然加息不是基准情景，但这一讨论的出现表明美联储在复杂的宏观环境下保持高度灵活性，不排除任何政策选项。
Fed's Powell: The possibility that the next move might be a hike did come up.
@unusual_whales ↗
受中东紧张局势升级和PPI（生产者物价指数）通胀创13个月新高影响，美国三大股指当天跌幅均超过1%。
Losses across all three major US stock market indices exceed -1%; PPI Inflation hits 13 month high; Producer Prices rose 4.7% per year over last 5 years
市场普遍担忧地缘政治冲突和持续高企的通胀压力将对经济前景造成负面影响。PPI数据的上升尤其引发了对未来消费价格上涨的担忧，进一步加剧了市场的避险情绪。
BREAKING: Losses across all three major US stock market indices exceed -1% on the day as Middle East tensions escalate and PPI Inflation hits 13 month high. https://t.co/kG7g2vNpIg
@kobeissiletter ↗
美国平均汽油价格已飙升至每加仑3.84美元，自2月底以来上涨86美分，预计本月有80%的几率突破4.00美元。为缓解供应问题，总统已暂停《琼斯法案》60天，副总统JD Vance也宣布政府将在24-48小时内出台措施抑制油价。
US average gas prices surged to $3.84, up 86 cents since late February; 80% chance gas surges past $4.00 this month; 60-day suspension of Jones Act
汽油价格的急剧上涨对消费者和整体经济构成显著压力，促使政府采取干预措施。暂停《琼斯法案》和即将出台的油价抑制政策，反映出白宫在应对能源危机方面的紧迫性，但其长期效果仍有待观察。
BREAKING: US average gas prices have surged to $3.84, up 86 cents since late February. 80% chance gas surges past $4.00 this month. https://t.co/yBHubmmxj0
@polymarket ↗
Meta宣布将于6月15日关闭其VR元宇宙项目，此前该公司已在该项目上投入了800亿美元。
Shutting down VR metaverse on June 15th; poured $80,000,000,000.00 into project
Meta关闭其耗资巨大的VR元宇宙项目，标志着该公司在其核心战略方向上的重大调整。这一举动可能反映出市场对元宇宙概念的热情消退，以及Meta在投入巨额资金后未能达到预期效果的现实。
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project. https://t.co/32VHBmfRQ2
@polymarket ↗
OpenAI推出了“参数高尔夫”挑战赛，旨在鼓励开发者在极端参数限制下（16MB模型文件，8xH100s在10分钟内训练）训练出最佳语言模型，并提供高达100万美元的算力资助。
"Parameter Golf" challenge; 16MB artifact; under 10 minutes on 8xH100s; $1M of compute
这一挑战旨在推动AI模型在资源受限环境下的效率和创新，有望催生更轻量级、更高效的模型。通过与Runpod合作提供算力，OpenAI正在积极培养AI社区，鼓励开发者探索新的优化方法。
we're launching a challenge, inspired by @kellerjordan0's NanoGPT Speedrun, to train the best model under extreme parameter limitations anytime i get asked how to break into ML, i point to challenges like this: just start training models! also, we're covering $1M of compute [QT @OpenAI: Are you up for a challenge? https://t.co/GNryIDhnut https://t.co/ZX7ZiuhGgu]
@willdepue ↗
Google AI Studio将于明日（2026年3月19日）推出“全新氛围编码体验”，该团队历时四个月对其进行了重新构建和优化，旨在帮助用户更轻松地实现创意。
"all new vibe coding experience" tomorrow; spent 4 months rebuilding
谷歌此举旨在提升其AI开发工具的用户体验和效率，通过“氛围编码”和“vibe设计”等创新功能，降低AI软件设计的门槛。这表明谷歌在AI工具领域的持续投入，以吸引更多用户和开发者。
Tomorrow we will unveil the all new vibe coding experience in @GoogleAIStudio, the team has spent 4 months rebuilding it all from scratch and smoothing out rough edges to help everyone bring their ideas to life. This is a big step forward, but just the start : )
@officiallogank ↗
美光科技（MU）第二财季营收达238.6亿美元，远超预期的199.4亿美元，调整后每股收益为12.20美元，也高于预期的9.21美元；公司给出了约335亿美元的第三财季营收展望，显著高于预期的238亿美元，并宣布将季度股息提高至每股0.15美元。
Q2 Revenue: $23.86B vs $19.94B est 🟢; Adjusted EPS: $12.20 vs $9.21 est 🟢; Q3 Revenue: $33.50B vs $23.80B est; quarterly dividend of $0.15 per share up from $0.12
美光的强劲业绩和乐观展望反映出内存市场需求旺盛以及公司盈利能力的显著提升。特别是在AI发展推动下对存储芯片的需求增加，进一步支撑了市场对其增长的信心。股息的上调也传递出公司对未来现金流的积极预期。
Micron $MU just said next quarter it expects revenue of ~$33.5 Billion above analyst expectations of $23.8B [QT @WOLF_Financial: MICRON TECHNOLOGY $MU JUST REPORTED Q2 EARNINGS Topline Performance • Revenue: $23.86B vs $19.94B est 🟢 Profitability • EPS: $12.07 • Adjusted EPS: $12.20 vs $9.21 est 🟢 • Net Income: $13.79B • Adjusted Net Income: $14.02B Outlook • Q3 Revenue: $33.50B vs $23.80B est https://t.co/dAPZSOkMtp]
@stockmktnewz ↗
AI无人机软件制造商Swarmer的股价在两天内暴涨超过1200%，成为近一年来美国股市表现最佳的新上市公司。
surged more than 1,200% in two days; best market entry for a US stock in nearly a year
Swarmer股价的惊人涨幅凸显了市场对AI和无人机技术的高度热情及投资者的追捧。这可能预示着AI相关硬件和软件领域的初创公司仍具有巨大的市场潜力，但也可能伴随着高投机风险。
Artificial intelligence drone software maker Swarmer’s shares have surged more than 1,200% in two days, making it the best market entry for a US stock in nearly a year. https://t.co/BXOLzuRtrQ
@business ↗
卡塔尔能源公司报告Ras Laffan工业城（占全球液化天然气供应20%）遭到伊朗导弹袭击并遭受“广泛破坏”，卡塔尔证实袭击并击落两枚导弹。伊朗法尔斯通讯社报道巴林一液化天然气炼油厂受损。沙特首都利雅得也遭伊朗导弹袭击，四枚弹道导弹被拦截，碎片造成四人受伤。同时，以色列空军袭击了里海的五个以上伊朗海军目标，并轰炸了伊朗一大型气田，伊朗誓言报复。
"extensive damage" at Ras Laffan Industrial City; 20% of global LNG; Iranian missile attacks; LNG refinery in Bahrain targeted; missile attack on Riyadh; 4 ballistic missiles intercepted; 4 injuries; over 5 Iranian naval targets struck; Israel bombed a giant gas field
中东地区的冲突正在急剧升级，伊朗对能源基础设施的袭击及其造成的破坏引发了对全球能源供应的严重担忧。以色列的反击行动，包括在里海和气田的打击，显示了冲突的地域扩大和烈度增加，预示着地区紧张局势将进一步加剧，对全球经济和油价带来重大不确定性。
The complex that houses the world’s largest liquefied natural gas export plant has suffered “extensive damage” after an Iranian attack, hours after Tehran warned of threats to energy facilities across the Gulf. https://t.co/ooEvOfnKxz
@business ↗
在最近对伊朗的袭击之前，美国关键的远程和防御性弹药供应已显不足。为应对伊朗战争对全球石油流动的冲击，美国燃油生产商正将从委内瑞拉采购原油的量提高到一年多来的最高水平，以实现特朗普政府增加该国原油进口的目标。
US supplies of long-range and defensive munitions running low; US fuel makers boosting purchases of crude from Venezuela to highest in more than a year
美国弹药储备不足可能限制其在中东冲突中的干预能力。同时，为了确保能源供应，美国放松对委内瑞拉原油的采购，这不仅是能源战略的调整，也反映了地缘政治冲突对全球供应链和国家战略的深远影响。
US supplies of key long-range and defensive munitions were already running low before the latest strikes on Iran, a constraint that may force Washington to scale back its role in the conflict. https://t.co/uVgzrpPNw5
@business ↗
链上基础设施提供商Monad宣布已加入万事达卡（Mastercard）的加密货币合作伙伴计划。
Monad is proud to join Mastercard’s Crypto Partner Program
Monad与万事达卡的合作预示着传统金融巨头与新兴加密技术之间的进一步融合。这有助于推动加密货币在主流支付网络中的应用和接受度，为将全球金融系统迁移到链上奠定基础。
Monad is proud to join Mastercard’s Crypto Partner Program. Bringing Monad's onchain infrastructure into a trusted, global payments network. It's time to move the global financial system onchain. https://t.co/0LVzGKKE9X
@monad ↗
以Kalshi为代表的预测市场正面临各州政府日益积极的监管阻力，包括亚利桑那州总检察长对其提起的20项刑事指控，尽管联邦法律允许此类服务。
Prediction markets facing increasingly aggressive pushback from state officials; Arizona Attorney General’s charges; twenty-count criminal indictment against Kalshi
预测市场在快速发展的同时，其合法性正受到地方层面挑战。这种州与联邦法律间的冲突，凸显了新兴金融产品在传统监管框架下遇到的困境，未来可能需要更明确的立法或判例来解决。
The rule of law applies to everyone - including state governments. The Arizona Attorney General’s charges are baseless and a clear overreach. It’s gamesmanship from a politician who’s up for reelection. The charges claim that putting money on “a contingent future event or [QT @votewarren: I’m troubled by the decision by AG Mayes to pursue a twenty-count criminal indictment against Kalshi. Prediction markets are a service that is expressly permitted under federal law. See 7 U.S. Code § 7a-2(c). Arizona citizens and businesses use these for lawful, legitimate]
@mansourtarek_ ↗
美联储连续第二次会议暂停降息，将联邦基金利率维持在3.5%-3.75%不变。美联储上调了2026年PCE通胀预期至2.7%（核心PCE为3%），并预测2026年仅降息一次。美联储主席鲍威尔表示，中东事态发展的影响“不确定”，且“下一步行动可能是加息”的可能性被提及。
Fed holds rates 3.5%-3.75%; 2026 PCE inflation forecast 2.7%; one rate cut in 2026; Powell: "next move might be a hike" came up; Middle East developments "uncertain".
市场普遍认为此次会议声明和鲍威尔的讲话偏鹰派，暗示通胀压力持续存在，尤其受中东冲突和油价上涨影响，导致市场对年内降息的预期大幅减弱，甚至有加息的可能，引发了对经济前景的担忧。
SUMMARY OF FED DECISION (3/18/2026): 1. Fed halts rate cuts for the second straight meeting 2. Fed projects one rate cut in 2026, one in 2027 3. Fed 2026 PCE inflation forecast revised higher to 2.7% 4. Fed says implications of Middle East developments are "uncertain" 5. Fed
@kobeissiletter ↗
道琼斯工业平均指数下跌近800点，创下2026年最低收盘点位。美国三大主要股指跌幅均超过1%，原因是中东紧张局势升级和PPI通胀创13个月新高。
Dow Jones Industrial Average falls -800 points; lowest close of 2026; major US stock market indices losses exceed -1%; Middle East tensions escalate; PPI Inflation hits 13 month high.
市场对美联储的鹰派立场和中东地缘政治紧张局势反应强烈，投资者担忧高通胀和能源价格上涨将损害经济增长，导致股市普遍下挫。
BREAKING: The Dow Jones Industrial Average falls nearly -800 points and posts its lowest close of 2026. https://t.co/i46lcQqLdr
@kobeissiletter ↗
国际市场上油价再次飙升5%，突破每桶108美元，导致汽油和其他商品价格上涨。美国生产者物价指数（PPI）在2月份录得七个月来最大增幅，并且在中东战事持续下可能进一步加速。
Oil surged 5%, over $108/barrel; PPI Inflation hits 13 month high; US average gas prices surged to $3.84, up 86 cents since late February.
中东地缘政治紧张导致能源供应面临冲击，直接推高了全球油价和汽油价格，进而加剧了美国的整体通胀压力，美联储鲍威尔也承认能源价格上涨会推高整体通胀。
The price of oil surged another 5% to over $108 a barrel on international markets, increasing the price of gasoline and other goods, and putting pressure on consumers and economies around the world. https://t.co/aL0Pb0QNDb
@newshour ↗
Meta公司宣布将于6月15日关闭其VR元宇宙项目，此前已向该项目投入800亿美元。
Meta shutting down VR metaverse June 15th; poured $80,000,000,000.00 into project.
这一决定标志着Meta在元宇宙战略上的重大挫折，尽管投入巨大，但市场接受度与回报不及预期，可能导致该公司重新调整其长期AI和VR发展方向。
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project. https://t.co/32VHBmfRQ2
@polymarket ↗
GoogleAIStudio团队将于次日发布全新的“vibe coding”体验，该团队已花费四个月时间从头重建并完善其AI原生软件设计画布“Stitch”，旨在帮助用户将自然语言转化为高保真UI设计。
GoogleAIStudio unveil all new vibe coding experience; Stitch AI-native software design canvas; turn natural language into high-fidelity UI designs.
这标志着谷歌在AI辅助设计和开发工具领域的重要进展，可能通过降低设计门槛、提高效率来吸引更广泛的用户群体，并在AI驱动的创意工具市场中获得竞争优势。
Tomorrow we will unveil the all new vibe coding experience in @GoogleAIStudio, the team has spent 4 months rebuilding it all from scratch and smoothing out rough edges to help everyone bring their ideas to life. This is a big step forward, but just the start : )
@officiallogank ↗
OpenAI宣布发布了GPT-5.4 mini和nano模型，其中mini模型在编码、推理、多模态理解和工具使用方面均超越了GPT-5 mini，速度提升了两倍。
OpenAI announced GPT-5.4 mini and nano; mini leaps past GPT-5 mini; 2x speed.
此次模型更新表明OpenAI在AI小型化和效率提升方面取得了重大进展，这些更小、更快的模型将使AI应用更加普惠和高效，尤其在边缘计算和资源受限环境下具有更大潜力。
Welcome to March 18, 2026 The Singularity is distilling itself. OpenAI announced GPT-5.4 mini and nano, with mini leaping past GPT-5 mini across coding, reasoning, multimodal understanding, and tool use at 2x the speed,
@alexwg ↗
美光科技公布第二季度调整后营收238.6亿美元，超出预期的199.4亿美元，调整后每股收益12.20美元，超出预期的9.21美元。公司预计第三季度营收将达到约335亿美元，远高于分析师预期的238亿美元，并表示AI服务器需求持续强劲。
Micron Q2 Adjusted revenue $23.86B vs $19.94B est; Adjusted EPS $12.20 vs $9.21 est; Q3 Revenue forecast ~$33.5B vs $23.8B est; AI server demand strong.
尽管市场情绪受宏观和地缘政治因素影响，但美光亮眼的财报和乐观的指引凸显了存储芯片在AI硬件超级周期中的核心地位和强劲需求，显示出公司在半导体行业的领导地位。
Micron $MU just said next quarter it expects revenue of ~$33.5 Billion above analyst expectations of $23.8B [QT @WOLF_Financial: MICRON TECHNOLOGY $MU JUST REPORTED Q2 EARNINGS Topline Performance • Revenue: $23.86B vs $19.94B est 🟢 Profitability • EPS: $12.07 • Adjusted EPS: $12.20 vs $9.21 est 🟢 • Net Income: $13.79B • Adjusted Net Income: $14.02B Outlook • Q3 Revenue: $33.50B vs $23.80B est https://t.co/dAPZSOkMtp]
@stockmktnewz ↗
卡塔尔报告称，全球最大的液化天然气设施Ras Laffan遭到伊朗导弹袭击，造成“广泛破坏”，该设施占全球液化天然气供应的约20%，并因此起火。此外，伊朗向以色列、阿联酋和沙特阿拉伯发射了多枚导弹，沙特成功拦截四枚。以色列军方首次袭击了伊朗北部目标以及里海的五艘伊朗海军舰艇。
Qatar Ras Laffan LNG facility extensive damage; ~20% global LNG supply; Iranian missile strikes; Israeli strikes northern Iran, Caspian Sea.
此次袭击导致中东紧张局势升级，引发了对全球能源供应的担忧，并可能进一步推高油价。多个消息来源指出，袭击导致了严重破坏和火灾，而美国则表示事先知情但未参与以色列的行动。
BREAKING: Qatar reports "extensive damage" from an Iranian missile strike at Ras Laffan, the world's largest LNG facility. Details include: 1. Ras Laffan accounts for ~20% of global LNG supply 2. The plant was reportedly lit on fire as a result of the strike 3. The attack
@kobeissiletter ↗
据《华尔街日报》报道，美国总统特朗普在以色列袭击伊朗重要天然气田后表示，不希望再对伊朗能源基础设施进行打击，但他也曾支持对南帕尔斯（South Pars）的袭击，并可能根据伊朗在战略水道的未来行动，再次考虑袭击额外的伊朗能源设施。
President Trump statement; Israeli strikes Iranian gas field; WSJ.
特朗普的表态显示出其在中东冲突中立场可能存在矛盾和策略调整，旨在稳定油价和全球能源供应，但也为未来的军事行动留有余地，具体取决于伊朗的反应。
BREAKING: President Trump wants no more strikes on Iranian energy infrastructure after today’s Israeli strikes on a vital Iranian gas field, per WSJ.
@kobeissiletter ↗
以色列国防军宣布消灭了“伊玛目侯赛因师”指挥官哈桑·阿里·马尔万，而伊朗证实其情报部长伊斯梅尔·哈蒂布和前情报部长阿里·拉里贾尼在以色列空袭中丧生。
Hassan Ali Marwan eliminated; Esmail Khatib killed; Ali Larijani killed; Israeli strikes.
这一系列针对伊朗高级军事和情报官员的打击，显示了以色列对伊朗代理人力量及其领导层的强硬行动，可能进一步加剧地区冲突和报复循环。
🔴ELIMINATED: Hassan Ali Marwan, the commander of the “Imam Hussein Division” within a week of eliminating his predecessor The “Imam Hussein Division” is a military force used by the Iranian Quds Force to advance the interests of the Iranian terror regime and to carry out https://t.co/1iRY4Hsgx8
@idf ↗
美国证券交易委员会（SEC）已批准纳斯达克（NASDAQ）推出代币化股票交易服务。
SEC APPROVES NASDAQ TO LAUNCH TOKENIZED STOCK TRADING.
这一批准是加密货币和传统金融融合的重要里程碑，标志着监管机构对区块链技术在证券市场应用态度的转变，可能推动更多主流金融机构进入代币化资产领域。
BREAKING: SEC APPROVES NASDAQ TO LAUNCH TOKENIZED STOCK TRADING
@scottmelker ↗
美联储维持利率不变，主席鲍威尔承认局势“困难”，同时指出多数美联储成员不预期加息，尽管加息可能性曾被讨论。鲍威尔表示，他将留任至司法部调查结束或Warsh被确认。美联储预计今年通胀将更高但仍仅有一次降息，且伊朗战争虽加剧通胀但对经济增长影响甚微。
Interest rates unchanged, one rate cut expected in 2026, higher inflation projected.
美联储在会议后决定维持利率不变，但其主席鲍威尔的讲话暗示了对通胀和地缘政治风险的担忧，甚至提到了加息的可能性。市场对今年降息的预期也因此被推迟，反映出政策制定者在平衡经济增长与通胀目标方面的谨慎立场。
The Fed held interest rates steady and projected higher inflation, steady unemployment and only a single reduction in borrowing costs this year as officials took stock of economic risks from the US and Israeli war with Iran.
@reutersbiz ↗
国际油价再涨5%，突破每桶108美元，导致美国丙烷价格以天然气两倍的速度上涨。尽管美国原油库存增加了620万桶，但基准油价在全球范围内涨势不均，造成美国原油与其他国际基准之间出现多年来最大的价差。
Oil >$108/barrel, Propane price 2x natural gas, US crude inventories +6.2M barrels.
中东冲突持续推高国际原油价格，对全球能源市场造成显著冲击，加剧了消费者成本压力。尽管美国原油库存有所增加，但全球油价的区域性差异显示出市场对供应稳定性的担忧，以及地缘政治风险对能源贸易流向的重塑作用。
The price of oil surged another 5% to over $108 a barrel on international markets, increasing the price of gasoline and other goods, and putting pressure on consumers and economies around the world.
@newshour ↗
OpenAI发布了GPT-5.4 mini和nano模型，据称GPT-5.4 mini在编码、推理、多模态理解和工具使用方面以两倍的速度超越了GPT-5 mini。
GPT-5.4 mini and nano, 2x speed.
OpenAI推出新一代轻量级模型，GPT-5.4 mini在多项关键性能上实现显著飞跃，速度提升一倍。这标志着AI模型在效率和能力上的持续进步，将进一步推动AI在各种应用场景中的普及和深度整合。
Welcome to March 18, 2026 The Singularity is distilling itself. OpenAI announced GPT-5.4 mini and nano, with mini leaping past GPT-5 mini across coding, reasoning, multimodal understanding, and tool use at 2x the speed,
@alexwg ↗
GoogleAIStudio将于明日（3月19日）发布全新的“Vibe Coding”体验，该体验经过四个月的重建。
Unveiling March 19, rebuilt in 4 months.
谷歌在AI开发工具领域推出重大更新，旨在通过“Vibe Coding”提升用户体验，使其更易于将创意变为现实。这一为期四个月的重建项目，预示着谷歌在AI开发工作流程优化方面的投入，可能对开发者社区产生重要影响。
Tomorrow we will unveil the all new vibe coding experience in @GoogleAIStudio, the team has spent 4 months rebuilding it all from scratch and smoothing out rough edges to help everyone bring their ideas to life. This is a big step forward, but just the start : )
@officiallogank ↗
道琼斯工业平均指数下跌近800点，创下2026年以来的最低收盘点位；标准普尔500指数下跌1.4%，这是今年第七次单日跌幅超过1%。
Dow -800 points, lowest close of 2026; S&P 500 -1.4%, 7th >1% decline.
美国主要股指今日大幅下挫，道指和标普500指数均录得显著跌幅，反映出投资者对市场未来走向的担忧。这一表现可能受到宏观经济不确定性、通胀担忧以及地缘政治紧张局势的综合影响，预示着市场波动性可能增加。
The S&P 500 fell 1.4% today, its 7th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29 large declines. This is the price of admission. $SPX Video: https://t.co/zhI80VyzCd https://t.co/JfLn5U9kRz
@charliebilello ↗
美光公司（$MU）公布2026财年第二季度财报强劲，营收达238.6亿美元，调整后每股收益12.20美元，均远超预期。公司还给出了强劲的第三季度指引，预计调整后营收为327.5亿至342.5亿美元，调整后每股收益为18.75至19.55美元，毛利率约81%，这得益于强劲的AI服务器需求。尽管财报表现出色，该股仍下跌。
Q2 Rev $23.86B (est $19.94B), Adj EPS $12.20 (est $9.21), Q3 Rev guidance $33.5B (est $23.8B), Q3 Adj EPS guidance $18.75-$19.55 (est $11.29), Dividend $0.15/share (up from $0.12).
美光公司公布的财报和展望均大幅超出市场预期，显示出AI服务器需求对其业务的强劲推动作用。然而，股价在利好消息后不涨反跌，可能反映了市场在预期已充分定价、或者对未来宏观不确定性的担忧。也有观点认为，股价此前已大幅上涨，当前可能存在获利回吐压力。
$MU aka Micron just smashed FY2026 Q2 earnings: Revenues of $23.9B vs $19.5B (est) Revenues up +197% YoY and +75% QoQ Net income of $14.02B vs $10.2B (est) Net income up +684% YoY and +155% QoQ Gross margins of 75% vs 69% (est) FY2026 Q3 guidance is
@jonahlupton ↗
中东冲突升级，伊朗导弹袭击导致卡塔尔拉斯拉凡液化天然气设施（占全球供应量20%）严重受损并起火，促使卡塔尔将伊朗军事武官列为不受欢迎人物并威胁采取进一步措施。与此同时，伊朗向以色列发射新一轮导弹，以色列则通过空袭伊朗天然气田、里海超过五艘海军目标以及首次打击伊朗北部目标进行报复。沙特阿拉伯拦截了四枚针对利雅得的弹道导弹，造成四人受伤，阿联酋也对导弹威胁作出反应，而巴格达附近的一处美国外交设施遭到火箭弹袭击。伊朗还确认以色列杀害了情报部长埃斯梅尔·哈提卜和阿里·拉里贾尼。
Ras Laffan (Qatar) hit, 20% global LNG, 4 Saudi missiles intercepted, 4 injured, 5+ Iranian naval targets hit, 14 killed in Laristan, Esmail Khatib and Ali Larijani killed.
中东地区冲突全面升级，对全球能源供应、地区稳定乃至国际关系产生深远影响。卡塔尔重要液化天然气设施遇袭、伊朗高级官员被杀以及以色列首次空袭伊朗本土，标志着冲突进入新阶段。多国军事行动和外交谴责交织，局势高度紧张，对全球经济和地缘政治格局构成严峻挑战。
BREAKING: Qatar reports "extensive damage" from an Iranian missile strike at Ras Laffan, the world's largest LNG facility. Details include: 1. Ras Laffan accounts for ~20% of global LNG supply 2. The plant was reportedly lit on fire as a result of the strike 3. The attack
@kobeissiletter ↗
美国总统特朗普表示不希望以色列进一步袭击伊朗能源基础设施，尽管他曾支持对南帕尔斯天然气田的袭击。美国已知悉以色列对伊朗气田的打击计划但未参与。为稳定石油市场，特朗普豁免了《琼斯法案》的航运规定60天，同时官员确认美国不考虑实施能源出口禁令。
Jones Act waived for 60 days.
特朗普政府在伊朗冲突中的立场显示出复杂性，一方面试图限制对伊朗能源设施的打击，另一方面又对以色列的某些行动持默许态度。为了应对能源市场波动，特朗普采取了豁免《琼斯法案》等措施，但排除了能源出口禁令，表明美国在平衡地缘政治策略和国内经济利益方面的考量。
🔴 Trump wants no more energy strikes, but supported the attack on South Pars - WSJ
@financialjuice ↗
美国证券交易委员会（SEC）已批准纳斯达克推出代币化股票交易。
SEC approval.
SEC批准纳斯达克推出代币化股票交易，标志着加密货币技术与传统金融市场深度融合的重大进展。此举有望提升市场效率、降低交易成本，并为数字资产的更广泛采用铺平道路，尽管也可能引发新的监管挑战和市场结构变化。
BREAKING: SEC APPROVES NASDAQ TO LAUNCH TOKENIZED STOCK TRADING
@scottmelker ↗
标准普尔500指数的所有者正在授权该指数，以便在加密货币交易所Hyperliquid上推出24/7交易的衍生品合约。
S&P 500 index licensed, 24/7 derivative, Hyperliquid.
这一举措将全球最受关注的股票指数引入加密货币领域，允许在Hyperliquid交易所进行全天候衍生品交易。这可能显著提高加密市场的流动性和主流接受度，为加密投资者提供更多传统金融工具的敞口，同时也模糊了传统金融和去中心化金融之间的界限。
The owner of the S&P 500 index is licensing the world’s most tracked stock index for the launch of a derivative contract that trades around the clock on the crypto exchange Hyperliquid, per WSJ
@unusual_whales ↗
YouTube现在推出一个弹窗，询问用户“这感觉像AI生成的内容吗？”，以帮助打击低质量的AI生成视频。
YouTube, 'AI slop' popup, AI-generated videos
此举表明主流平台正积极应对AI内容泛滥带来的质量挑战，通过用户反馈机制来提升内容生态的健康度，但也可能引发用户对AI内容标签化的讨论。
JUST IN: YouTube now has a popup asking "does this feel like AI slop?" to help combat low quality AI-generated videos.
@polymarket ↗
谷歌与CMS（医疗保险和医疗补助服务中心）合作，将医疗记录连接到Fitbit设备。
Google, CMS, medical records, Fitbit
此合作将促进健康数据整合和个性化医疗，提升Fitbit作为健康管理工具的价值，也可能引发关于数据隐私和安全的关注。
Google Partners with CMS on Linking Medical Records to Fitbit https://t.co/uicnVfzg8m
@barronsonline ↗
美国上市能源公司在3月份通过股票发行募集了35.1亿美元，比2月份增长826%，是八年来第二高的月度募资额。
US-listed energy firms, $3.51 billion stock sales (March), +826% from February
能源公司加速募资反映了该行业在当前市场环境下对资金的强劲需求，可能与伊朗战争导致的能源价格飙升以及扩大生产的预期有关。
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/G1njlsjYoG
@kobeissiletter ↗
英伟达CEO黄仁勋预计，未来十年公司员工数量将从目前的约4万人增至约7万人。
Nvidia, Jensen Huang, 70,000 employees (in 10 years), 40,000 employees (current)
这一预测表明英伟达对其未来增长充满信心，计划大规模扩张以满足AI和计算领域不断增长的需求，预示着公司长期向好的发展趋势。
JENSEN HUANG EXPECTS TO HAVE MORE NVIDIA EMPLOYEES IN A DECADE NOT LESS Jensen Huang said he envisions in 10 years having ~70,000 Nvidia $NVDA employees, and Nvidia will be busier than ever Nvidia currently has around 40K employees “Can you imagine in 10 years the type of https://t.co/kYviDjX5oE
@stockmktnewz ↗
亚利桑那州总检察长对一家涉及预测市场的注册交易所提出了刑事指控，而美国商品期货交易委员会（CFTC）正在密切关注此案，并将其视为一场管辖权争议。
Arizona Attorney General, criminal charges, prediction markets, CFTC, jurisdictional dispute
此事件凸显了加密行业在各州和联邦层面面临的监管不确定性，以及不同监管机构之间在数字资产管辖权上的冲突，可能为未来加密法规的制定提供参考。
I believe in the rule of law. [QT @ChairmanSelig: The Arizona Attorney General today filed criminal charges against one of our registered exchanges related to prediction markets. This is a jurisdictional dispute and entirely inappropriate as a criminal prosecution. The @CFTC is watching this closely and evaluating its options.]
@mansourtarek_ ↗
Boros平台总锁定价值（TVL）已突破10亿美元，分布在30多个市场中，每个合约的平均深度约为3000万美元。在杠杆清洗期间，资金费率飙升至100-200%的年化水平，然后几天内回落至5-15%的基线。
Boros, $1B TVL, 30+ markets, $30M depth, 100-200% annualized funding rates
Boros的快速增长显示了DeFi市场对杠杆交易的强劲需求，但极高的资金费率波动也揭示了其潜在的高风险和高度投机性。
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 ↗
一名交易员在一次DeFi交易中损失了近5000万美元。
DeFi, trader loss, $50 million
这一事件再次提醒了DeFi（去中心化金融）市场的固有风险和高波动性，强调了在缺乏传统监管保护下，用户可能面临的巨大损失。
The loss of almost $50 million in one transaction by a trader serves as a reminder that the permissionless ethos of DeFi works both ways.
@business ↗
一家中国加密巨头与埃里克·特朗普（Eric Trump）建立了合作关系，尽管存在国家安全方面的担忧。
Chinese crypto giant, Eric Trump, partnership, national-security concerns
这一合作引发了关于中国企业在美国敏感领域的渗透及其潜在国家安全风险的担忧，尤其是在加密货币这一新兴且受监管较少的领域。
National-security concerns didn’t stop a Chinese crypto giant from partnering with Eric Trump https://t.co/7J2TIRhNJn
@business ↗
SoFi（$SOFI）回应了Muddy Waters的做空报告，称报告中的指控显示出对其财务报表和业务缺乏基本理解，并打算探讨对Muddy Waters采取法律行动。
SoFi ($SOFI), Muddy Waters, short seller report, legal action
这表明SoFi直接反驳了批判性的财务分析，可能导致法律纠纷和其股票的市场波动。
$SOFI just responded to the short seller report from today "The claims made in the Muddy Waters report demonstrate a fundamental lack of understanding of our financial statements and business. We intend to explore potential legal action against Muddy Waters for the factually https://t.co/Kk9mNVp08J [QT @StockMKTNewz: Muddy waters coming out with some big claims against $SOFI The stock is moving lower initially in response https://t.co/dPs101NmI6]
@stockmktnewz ↗
苹果公司负责家庭设备的顶尖硬件工程高管将离职，加入智能戒指制造商Oura。
Apple, top hardware exec, leaving, Oura, home devices
此次高管离职可能预示着苹果家庭设备部门面临挑战或暂缓发展，同时对可穿戴技术公司Oura而言是重要的人才吸引。
Apple’s top hardware engineering executive overseeing home devices is leaving for smart ring maker Oura, marking a setback for a unit already contending with product delays https://t.co/jhbPfRGVIW
@business ↗
联合利华正在考虑分拆其食品资产。
Unilever, considering separation, food assets
这表明联合利华正在进行一项重大的战略审查，可能导致大规模重组或资产剥离，旨在优化其业务组合。
Unilever considers separation of its food assets, Bloomberg News reports https://t.co/wjUP9rb8jR https://t.co/wjUP9rb8jR
@reutersbiz ↗
加密数据公司Messari的CEO已辞职，公司正转向AI优先战略，并伴随大规模裁员。
Messari, CEO steps down, AI-first strategy, mass layoffs
这标志着这家知名加密分析公司进行了重大的战略调整，优先发展AI并精简运营，可能反映了更广泛的行业趋势。
MESSARI CEO STEPS DOWN AS COMPANY SHIFTS TO AI-FIRST STRATEGY WITH MASS LAYOFFS
@scottmelker ↗
亚利桑那州总检察长对一家与预测市场相关的注册交易所提起了刑事指控。
Arizona Attorney General, criminal charges, registered exchange, prediction markets
这标志着州层面针对预测市场平台采取的重大监管执法行动，引起了CFTC等联邦监管机构的关注，并凸显了该领域存在的法律不确定性。
I believe in the rule of law. [QT @ChairmanSelig: The Arizona Attorney General today filed criminal charges against one of our registered exchanges related to prediction markets. This is a jurisdictional dispute and entirely inappropriate as a criminal prosecution. The @CFTC is watching this closely and evaluating its options.]
@mansourtarek_ ↗
Boros协议的总锁仓价值（TVL）已达到10亿美元，分布在30多个市场中，在杠杆平仓期间资金费率飙升至100-200%的年化水平，随后回落至5-15%的基线。
Boros, $1B TVL, 30+ markets, funding rates 100-200% annualized
这些指标表明Boros协议内存在大量资本流入和剧烈的交易波动，这是高杠杆DeFi市场的典型特征。
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 ↗
由于人民币升值威胁到出口商的海外收益，中国企业正通过外汇衍生品加大对冲力度，推动未结远期合约达到创纪录水平。
Chinese companies boosting hedges; foreign-exchange derivatives; record levels
人民币的升值给中国出口商带来了盈利压力，促使他们通过金融工具来对冲汇率风险，反映出企业对汇率波动的担忧。
Chinese companies are boosting hedges through foreign‑exchange derivatives, pushing outstanding forward contracts to record levels, as the yuan’s surge threatens to erode exporters’ overseas earnings https://t.co/oZr2LQgl29
@business ↗
波兰经济现已超越瑞士，成为全球第20大经济体，年产值超过1万亿美元。
Poland economy 20th largest; over $1 trillion annual output; edged past Switzerland
这一成就显示了波兰经济在过去一代人时间里取得了显著增长，从过去的配给制时代发展成为全球重要的经济力量。
Poland crushing it 💪 [QT @NBCNews: A generation ago, Poland rationed sugar and flour while its citizens were paid one-tenth what West Germans earned. Today its economy has edged past Switzerland to become the world’s 20th largest with over $1 trillion in annual output. https://t.co/i4fmEOqC4q]
@asvanevik ↗
五角大楼表示，将需要“一个多月”的时间才能完成从人工智能模型Claude的过渡。
Pentagon; Claude; transition; “more than a month”
这一声明表明五角大楼正在调整其AI技术供应，并可能涉及合同或技术整合方面的复杂性。
JUST IN: Pentagon says it will take “more than a month” to transition away from Claude.
@polymarket ↗
Balvi正在资助开源疫苗的研发，旨在让全球都能参与疫苗的制造、分析和理解其医疗特性。
Open-source vaccines; Balvi funding; d/acc roadmap
此举被视为“全栈d/acc路线图”的一部分，旨在通过开放式合作推动医疗科技进步，以应对全球健康挑战。
Open-source vaccines, so the whole world can participate in manufacturing them and in better analyzing and understanding their medical properties. Funded by Balvi. The full-stack d/acc roadmap is shipping. https://t.co/D6HlzUCITl
@vitalikbuterin ↗
基于Lenny San的视频和通讯内容库，“Lenny's Roundtable”网站已上线，该网站允许用户提问并由相关人物进行辩论。
Lenny's Roundtable; website launched; content repo
这个新工具旨在利用现有内容，通过模拟专家辩论来提供更深入的洞察，为用户提供了一种新的信息交互方式。
🔥🔥🔥 [QT @nikunj: Introducing Lenny's Roundtable 🔥 @lennysan published all his content (videos + newsletters) as a repo. So, I built a website where you can ask it a question and it pulls in relevant people who debate each other - grounded in that content. Live at lennysroundtable dot com 🎉 https://t.co/tqE7MTHpY4]
@lennysan ↗
Meta（$META）宣布，其Quest头戴设备的用户将无法再访问虚拟目的地Horizon Worlds。
Meta ($META); Quest headsets; Horizon Worlds; lose access
此举标志着Meta在虚拟现实社交平台策略上可能正在进行调整，或是因为Horizon Worlds的用户参与度未达预期。
Meta, $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, per Bloomberg.
@unusual_whales ↗
美国银行（Bank of America）已就其在杰弗里·爱泼斯坦性虐待案件中，被指控忽视可疑金融交易的诉讼达成初步和解。
Bank of America; Jeffrey Epstein; lawsuit; tentative settlement
这项和解旨在解决围绕爱泼斯坦案件的法律纠纷，并可能有助于美国银行减少其因此案面临的声誉和财务风险。
Bank of America has tentatively settled a lawsuit claiming it ignored suspicious financial transactions involving Jeffrey Epstein while he was sexually abusing hundreds of girls and women.
@newshour ↗
苹果公司负责家庭设备的顶级硬件工程高管离职，将加入智能戒指制造商Oura，这对于一个已面临产品延迟的部门而言是一次挫折。
Apple; top hardware exec; home devices; Oura; leaving
关键人才的流失可能进一步影响苹果在家庭设备领域的产品开发和市场竞争力，尤其是在该部门已面临挑战的情况下。
Apple’s top hardware engineering executive overseeing home devices is leaving for smart ring maker Oura, marking a setback for a unit already contending with product delays https://t.co/jhbPfRGVIW
@business ↗
中国政府正严格审查红筹公司赴香港上市的申请。
China; red-chip companies; Hong Kong IPO; strict review
这一举措可能旨在加强对资本外流和数据安全的监管，并确保上市公司的合规性，对希望在香港上市的中国企业构成新的挑战。
今日必读 🪅美国高级反恐官员辞职抗议战争 🪩中国严审红筹公司赴港上市 🪆美联储料将维持利率不变 获取免费中文电子报《彭博财经早茶》与音频播报，聚焦中国与全球市场最新动向，并有周末特别推送。 A daily Chinese-language briefing and audio broadcast of what's moving markets in China and
@business ↗
香港稳定币支付初创公司RedotPay正面临高管流失和与其中国大陆业务关联的敏感性问题，同时寻求在数月前完成上一轮融资后再次筹集高达1.5亿美元资金。
RedotPay; Hong Kong stablecoin payments startup; executive turnover; China connections; seeking $150 million
该公司正努力应对内部变动和外部地缘政治关联所带来的挑战，这些因素可能对其融资努力和未来发展构成障碍。
RedotPay, a Hong Kong stablecoin payments startup, is contending with executive turnover and sensitivities around its connections to mainland China as it seeks to raise up to $150 million just months after its last funding round https://t.co/JQSLjl8qJV
@business ↗
美国国家债务已首次突破39万亿美元。
US national debt surpasses $39,000,000,000,000.00
JUST IN: US national debt surpasses $39,000,000,000,000.00
@polymarket ↗
市场预测布伦特原油价格可能在2026年中期之前保持在每桶100美元左右的高位。
Brent Oil Price Likely to Stay Elevated Around $100 per Barrel Through Mid-2026
这意味着未来几年能源成本可能持续高企，对全球经济和通胀构成持续压力，影响运输、制造业等多个行业。
Brent Oil Price Likely to Stay Elevated Around $100 per Barrel Through Mid-2026 https://t.co/GwhlzQQ1BV
@wsjmarkets ↗
五角大楼表示，将需要“一个多月”的时间才能完成从Claude人工智能模型的过渡。
Pentagon says it will take “more than a month” to transition away from Claude
这表明大型机构替换AI模型面临复杂性和时间成本，可能暗示对Claude的某些方面不满意或有其他优先选择。
JUST IN: Pentagon says it will take “more than a month” to transition away from Claude.
@polymarket ↗
特朗普政府誓言将通过法律途径阻止Anthropic公司进入所有美国政府机构，原因是双方在AI技术使用方式上存在争议。
Trump administration vowed a legal fight to oust Anthropic from all US government agencies
这凸显了未来AI公司在与美国政府合作时可能面临的政治和伦理挑战，以及潜在的监管障碍。
The Trump administration vowed a legal fight to oust Anthropic from all US government agencies following a dispute over how the company’s AI technology would be used https://t.co/3mZ5mkDBOq
@business ↗
Meta（$META）宣布，其Quest头戴式设备的用户将无法再访问其虚拟社交平台Horizon Worlds。
Meta Quest headsets lose access to Horizon Worlds
这一变化可能反映了Meta在元宇宙策略或产品重点上的调整，可能影响Quest用户的体验和Meta在该领域的布局。
Meta, $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, per Bloomberg.
@unusual_whales ↗
美国国家反恐中心前主任乔·肯特（Joe Kent）辞职，以抗议特朗普总统关于伊朗构成“迫在眉睫威胁”的言论，并指出这场战争符合以色列而非美国的利益。
Joe Kent resigned from US National Counterterrorism Center in protest of Trump's Iran stance
这表明美国政府内部对伊朗政策存在严重分歧，一位高级官员选择辞职以表达其异议。
Joe Kent, the former director of the United States National Counterterrorism Center, resigned from that position in protest on Tuesday. Kent refuted President Trump's statements that Iran presented an imminent threat, and said the war was in Israel’s interest, but not the United https://t.co/wUNpUnsekI
@newshour ↗
日本2月出口同比增长4.2%，超出预期，主要得益于亚洲需求的增长，尽管对中国（受春节影响）和美国汽车出口需求有所下降。日本制造业信心指数也升至四年高位，但中东地缘政治风险仍对其前景构成影响。
Japan exports 4.2% growth in Feb, 4-year high manufacturers' mood
日本出口表现出韧性，但主要贸易伙伴的需求疲软和地缘政治风险预示着未来仍可能面临挑战。制造业情绪的改善表明当前经济活动积极，但外部不确定性仍是主要顾虑。
Japan exports beat forecasts with 4.2% growth in February, but China and U.S. demand slumps https://t.co/1wyNOGXNbh
@cnbc ↗
日益严格的监管审查正在冲击香港金融业，导致银行和律师在交易活动中变得更加谨慎，这可能预示着亚洲主要募资中心股票发行放缓。
Hong Kong regulatory scrutiny, slowdown in share sales, cautious dealmaking
香港金融监管力度的加强给当地金融机构带来了压力，促使其在交易和业务拓展上更加保守，可能影响其作为亚洲领先金融中心的募资活动。
Intensifying regulatory scrutiny is rattling Hong Kong’s financial industry and raising the prospects of a slowdown in booming share sales in Asia’s premier fundraising hub https://t.co/3wL8JVhXfW
@business ↗
波兰经济年产出已超过1万亿美元，成为全球第20大经济体，超越了瑞士，标志着其数十年的显著增长和转型。
Poland economy 20th largest globally, >$1 trillion annual output, surpassed Switzerland
波兰经济的这一里程碑成就凸显了其作为欧洲经济增长引擎的地位，并反映了其成功摆脱历史困境后的强劲发展势头。
Poland crushing it 💪 [QT @NBCNews: A generation ago, Poland rationed sugar and flour while its citizens were paid one-tenth what West Germans earned. Today its economy has edged past Switzerland to become the world’s 20th largest with over $1 trillion in annual output. https://t.co/i4fmEOqC4q]
@asvanevik ↗
美国五角大楼表示，将需要“一个月以上”的时间才能完成从Claude AI的过渡，停止使用其AI产品。
Pentagon 'more than a month' to transition from Claude
这表明Claude AI在五角大楼内部的应用已相当深入，其替代过程的复杂性和时间跨度凸显了关键AI技术在大型机构中的嵌入程度。
JUST IN: Pentagon says it will take “more than a month” to transition away from Claude.
@polymarket ↗
Claude Cowork Dispatch已能满足用户90%的需求，而此前这些需求通过OpenClaw解决，且其在上传数据方面被认为更安全。此外，初创公司@RunCaptainRAG利用NLP技术开发了自动化文件搜索，并已在Garry's List中实现高准确度。
Claude Cowork Dispatch, 90% OpenClaw functionality, improved security, RunCaptainRAG automated file search
这些进展表明AI在企业级应用中正变得更加成熟和安全，提供更高效的工具。特别是在文档处理和信息检索领域，AI技术的进步正在显著提升工作效率和数据管理能力。
After using it a bit, Claude Cowork Dispatch covers 90% of what I was trying to use OpenClaw for, but feels far less likely to upload my entire drive to a malware site.
@emollick ↗
特朗普政府威胁采取法律行动，将Anthropic公司从所有美国政府机构中移除，原因在于双方对该公司AI技术的使用存在争议。
Trump administration, Anthropic, US government agencies, AI technology usage dispute
这一事件凸显了政府在使用和部署前沿AI技术时面临的复杂挑战，以及政治考量可能对AI公司与政府合作产生的影响。
The Trump administration vowed a legal fight to oust Anthropic from all US government agencies following a dispute over how the company’s AI technology would be used https://t.co/3mZ5mkDBOq
@business ↗
特斯拉首席执行官埃隆·马斯克宣布，全新一代Roadster跑车有望在下个月揭幕，并承诺这将是一款“颠覆性”的“次世代”产品。
Tesla Roadster unveil next month, Elon Musk
这款备受期待的电动跑车如果能按期发布，有望为特斯拉带来巨大关注，并可能对其市场表现产生积极影响，尽管具体细节尚未公布。
Elon Musk of Tesla, $TSLA, said: New Roadster unveil hopefully next month. It will be a banger next-level.
@unusual_whales ↗
激进对冲基金Elliott Management已收购日本航运公司Mitsui OSK Lines的“重要”股份，该消息已获得公司确认。
Elliott significant stake, Mitsui OSK Lines
Elliott的投资通常预示着其可能寻求在被投资公司进行战略或运营变革，这可能给Mitsui OSK Lines带来新的压力或机遇。
Elliott has taken a significant stake in Japanese shipping company Mitsui OSK Lines, Reuters reported, citing two people familiar with the matter https://t.co/7qi7nzHO2H
@business ↗
马来西亚Sunway Healthcare通过该国九年来最大规模的IPO募资7.31亿美元后，其股票在上市首日飙升了近32%。
Sunway Healthcare IPO, $731 million, 32% jump on debut, Malaysia's largest IPO in nine years
此次成功的IPO表明投资者对马来西亚医疗健康行业和资本市场充满信心，同时也为该公司带来了重要的增长资本。
Shares of Malaysia’s Sunway Healthcare jumped nearly 32% in their debut after the company raised $731 million in the country’s largest IPO in nine years https://t.co/2lkOkexrMg
@business ↗
Lululemon预计2026年市场需求将趋于疲软，并任命了Levi’s前CEO加入其董事会。
Lululemon softer 2026 demand, ex-CEO of Levi for board
较低的未来需求展望可能预示着Lululemon面临的市场挑战，而新董事的任命则可能意味着公司正寻求新的战略方向和领导力以应对这些挑战。
Lululemon forecasts softer 2026 amid demand strains, taps ex-CEO of Levi for board https://t.co/7xkppHUQWZ https://t.co/7xkppHUQWZ
@reutersbiz ↗
日本首相高市早苗将于本周与唐纳德·特朗普举行峰会，此前特朗普曾要求日本派遣军舰保卫霍尔木兹海峡，但随后又突然撤回了该要求。
Japan PM Sanae Takaichi, Donald Trump summit this week, Strait of Hormuz warships
此次峰会将考验日本的外交平衡能力，应对美国总统在地区安全问题上的反复要求，反映出盟友关系中存在的紧张和不确定性。
Prime Minister Sanae Takaichi faces a diplomatic balancing act at a summit this week with Donald Trump, after the US president called on Japan to deploy warships to help secure the Strait of Hormuz — before abruptly dropping the demand https://t.co/t5yQrZivH
@business ↗
流亡的伊朗王储礼萨·巴列维（Reza Pahlavi）将于本月晚些时候在2026年保守党政治行动会议（CPAC 2026）上发表演讲。
Exiled Iranian Crown Prince Reza Pahlavi to speak at CPAC 2026
此举可能表明美国保守派对伊朗反对派力量的支持，尤其是在当前伊朗局势紧张的背景下，为伊朗未来的政治走向增添了不确定性。
JUST IN: Exiled Iranian Crown Prince Reza Pahlavi will speak at CPAC 2026 later this month.
@polymarket ↗
伊利诺伊州副州长朱莉安娜·斯特拉顿（Juliana Stratton）赢得了该州美国参议员民主党初选，尽管其竞争对手投入了更多资金，这场竞选受到了AI和亲以色列利益集团的大量资金影响。
Juliana Stratton wins Illinois US Senate Democratic nomination, AI and pro-Israel interest groups spending
这场初选结果不仅对伊利诺伊州州长JB·普利兹克（潜在2028年总统候选人）有利，还揭示了包括“AI利益集团”在内的各类特殊利益团体在美国政治竞选中的日益增长的影响力。
Jesse Jackson Jr., a son of the late civil rights leader, fell short in his campaign to get reelected to Congress in the Illinois primaries after a race marked by heavy spending by both AI and pro-Israel interest groups https://t.co/ldz3XNYjY8
@business ↗
以太坊推出新的快速确认规则机制，在特定安全假设下，可在1个时隙（12秒）后提供不会回滚的硬性保证。
Ethereum fast confirmation rule, one slot (12 seconds) hard guarantee, no revert
这一机制显著提升了以太坊交易的终结性，虽然略低于经济终结性，但对于许多应用场景来说已提供了非常强的安全性保证，有助于提高网络效率和用户体验。
A new fast confirmation rule mechanism lets you get a hard guarantee that Ethereum will not revert after one slot (12 seconds) Security assumptions are (i) supermajority honest, (ii) network latency under ~3s. So one step below economic finality, but very strong for many use
@vitalikbuterin ↗
参议院银行委员会主席蒂姆·斯科特（Tim Scott）表示，本周《CLARITY法案》有望就稳定币收益问题达成妥协。
Senate Banking Committee Chair Tim Scott, CLARITY Act, stablecoin yield compromise this week
这一进展可能意味着美国在稳定币监管方面迈出重要一步，尤其是在处理与稳定币收益相关的复杂法律问题上，可能为行业带来更明确的合规框架。
LATEST: 🚨 SENATE BANKING COMMITTEE CHAIR TIM SCOTT SAYS CLARITY ACT COULD SEE STABLECOIN YIELD COMPROMISE THIS WEEK
@scottmelker ↗
韩国正在引领机构级加密货币浪潮，将于4月15日举办ETHCapital峰会，重点关注STO、RWA、DeFi、质押和企业级应用等领域。
South Korea leading institutional crypto wave, ETHCapital Summit April 15, STO, RWA, DeFi, staking, enterprise adoption
这表明韩国正迅速发展成为机构投资者进入加密领域的重要枢纽，峰会内容涵盖了当前加密市场最受关注的多个机构级应用方向。
South Korea is leading the institutional crypto wave. Are you ready? 🌊ETHCapital Summit is where it gets built. Join founders, VCs, and institutional leaders on April 15 for 14 sessions across STO, RWA, DeFi, staking, and enterprise adoption. Early Bird tickets live now.
@deepseek_ai ↗
马来西亚林吉特兑新加坡元汇率升至五年来的最高水平。
Malaysian ringgit, strongest vs SGD in five years
此次升值归因于作为能源净出口国的马来西亚受益于更高的能源价格，以及对人工智能发展的乐观情绪。
Malaysia’s ringgit rose to the strongest versus the Singapore dollar in five years as higher energy prices support the net energy exporter, which was also propelled by optimism over AI https://t.co/IQ0muHn9M6
@business ↗
经济学家和交易员对于澳大利亚央行是否会在5月份再次加息，或因伊朗战争的影响而推迟加息存在分歧，董事会内部的分歧削弱了连续第三次加息的决心。
Australia’s central bank, May rate increase, Iran war fallout
伊朗的地缘政治局势直接影响着澳大利亚央行的货币政策预期，导致未来利率决策面临不确定性。
Economists and traders are at odds over whether Australia’s central bank will deliver another ]rate increase in May or wait for the fallout from the Iran war, as a split board weakens conviction for a third consecutive hike https://t.co/Fq9EkIbzNn
@business ↗
Giggle Academy v1.26.0已推出，提供了更流畅的学习体验、更好的阅读工具（点击阅读、单词卡、高亮）、更新的扭蛋功能、服装分享以及改进的地图和学习流程。
Giggle Academy v1.26.0, smoother learning, better reading tools (tap-to-read, word cards, highlights), updated gacha, outfit sharing, improved map/learning flow
此次更新旨在提升学习平台的用户体验和参与度，增加了多项功能以改善可访问性和互动性。
Slowly but surely. Free education. [QT @GiggleAcademy: A small update, but a big step forward 🌱 Giggle Academy v1.26.0 is rolling out — with smoother learning, better reading tools, and more ways to explore. ✨ Tap-to-read, word cards & highlights 🎰 Updated gacha + outfit sharing 🗺️ Improved map & learning flow Learning just got https://t.co/q2C02SneNT]
@cz_binance ↗
Visa首席产品和战略官杰克·福雷斯特尔（Jack Forestell）称“Agentic Web”是他20多年支付技术生涯中见过的最大机遇。
Jack Forestell (Visa CPO), 'Agentic Web', biggest opportunity in 20+ years in payment technology
Visa一位高级执行官将“Agentic Web”视为一个变革性趋势，预示其可能对支付技术和更广泛的数字经济产生重大影响。
VISA CHIEF PRODUCT AND STRATEGY OFFICER JACK FORESTELL: "THE AGENTIC WEB IS THE BIGGEST OPPORTUNITY THAT I’VE SEEN IN MY 20-PLUS YEARS IN PAYMENT TECHNOLOGY," https://t.co/Wk7k42jU7H
@scottmelker ↗
@RunCaptainRAG的创始人将其自然语言处理（NLP）研究应用于其初创公司，创建了自动化文件搜索功能，并在“Garry's List”中取得了非常准确的结果。
@RunCaptainRAG, NLP research, automated file search, 'Garry's List'
这展示了自然语言处理在初创公司背景下的实际应用，以改进数据搜索和组织能力。
You can build an agent but it is blind without data. The founders of @RunCaptainRAG applied their NLP research in their startup to create automated file search. Really accurate results within Garry's List. Here they are at the YC MV office doing a Collison install with me. https://t.co/22qnvqP77J
@garrytan ↗
Whop已向所有人开放其支付网络，并报告称企业家在该平台上每年创造33亿美元的收入。
Whop Payments Network, open to everyone, entrepreneurs earn $3.3B annually
Whop正在拓展其金融科技基础设施，促进“新互联网”经济中大量的创业活动和收入增长。
Whop is becoming payments infrastructure for the Internet Markets. [QT @whop: We spent 4 years building a payments network for the new internet. Entrepreneurs now earn $3.3B annually on Whop. Millions of people are clipping, labeling data, deploying agents, and starting businesses to get paid. Today we're opening Whop Payments Network to everyone. https://t.co/E48zr2OlTT]
@paoloardoino ↗
埃隆·马斯克表示，新款特斯拉Roadster有望在下个月揭幕，他形容其为“下一级别的重磅炸弹”。
Elon Musk, new Tesla Roadster, unveil next month
这一消息为特斯拉带来了重要的产品发布预期，有望提振投资者和消费者对公司未来产品的兴趣。
Elon Musk of Tesla, $TSLA, said: New Roadster unveil hopefully next month. It will be a banger next-level.
@unusual_whales ↗
马来西亚Sunway Healthcare公司股价在上市首日上涨近32%，此前该公司通过九年来马来西亚最大规模的IPO募资7.31亿美元。
Sunway Healthcare, Malaysia IPO, $731 million, largest in nine years, shares jumped ~32%
此次非常成功的IPO表明投资者对马来西亚医疗资产的需求强劲，是该地区重要的市场事件。
Shares of Malaysia’s Sunway Healthcare jumped nearly 32% in their debut after the company raised $731 million in the country’s largest IPO in nine years https://t.co/2lkOkexrMg
@business ↗
香港金融业日益严格的监管审查和打击行动正在动摇银行和律师，导致交易活动更加谨慎，并可能减缓一度蓬勃发展的股票发行。
Hong Kong financial industry, regulatory scrutiny, cautious dealmaking, slowdown in share sales
日益增加的监管压力正在香港金融业造成不确定性，并可能抑制交易流量和IPO活动。
EXCLUSIVE: The intensifying crackdown on Hong Kong's financial industry is forcing banks and lawyers to be more cautious about dealmaking. https://t.co/qdGTvwiFWV
@business ↗
裁员、整合、流媒体亏损以及创作者经济的崛起正在重塑好莱坞，引发了关于该行业是暂时陷入困境还是面临永久性衰退的疑问。
Hollywood, layoffs, consolidation, streaming losses, creator economy
娱乐业正经历由经济压力和不断变化的內容消费模式驱动的重大结构性变革。
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/SEE5xlfk46
@bbgoriginals ↗
美国国家反恐中心前主任乔·肯特（Joe Kent）辞职，以抗议伊朗战争，他称这场战争“对美国人民毫无益处”。
Joe Kent, former Director of US National Counterterrorism Center, resigned
这是首位因伊朗冲突辞职的高级别官员，凸显了政府内部对该战争的异议。
【美国最高反恐官员辞职，抗议对伊战争】乔•肯特成为首位就此冲突辞职的高知名度官员，他称这场冲突“对美国人民毫无益处”。https://t.co/elqsFMBP46 https://t.co/6oMR61jzfO
@ftchinese ↗
在伊利诺伊州民主党初选中，副州长朱莉安娜·斯特拉顿（Juliana Stratton）赢得了美国参议员提名，这对她的上司，潜在的2028年总统候选人JB·普利茨克州长来说是一次胜利。同时，杰西·杰克逊二世（Jesse Jackson Jr.）在国会竞选中失利，AI和亲以色列利益集团投入了大量资金。
Illinois Democratic primaries, Juliana Stratton won US Senate nomination, Jesse Jackson Jr. lost Congress campaign, AI & pro-Israel groups spending
这些结果反映了伊利诺伊州关键的民主党政治格局，包括利益集团资金投入的影响。
Illinois Lieutenant Governor Juliana Stratton won the Democratic nomination for the state’s US Senate seat, beating a rival who out-spent her and handing a victory to her boss and potential 2028 presidential candidate, Governor JB Pritzker https://t.co/8vfF2VOD66
@business ↗
伊朗流亡王储礼萨·巴列维（Reza Pahlavi）定于本月晚些时候在2026年保守党政治行动会议（CPAC 2026）上发表演讲。
Reza Pahlavi, CPAC 2026
这表明这位伊朗流亡王室成员在美国保守派政治圈中获得了重要平台，可能在他国冲突之际提升其知名度。
JUST IN: Exiled Iranian Crown Prince Reza Pahlavi will speak at CPAC 2026 later this month.
@polymarket ↗
新西兰计划收紧移民规定，以应对日益增长的犯罪担忧。
New Zealand, tighten immigration rules, crime concerns
这项政策变化反映了新西兰国内对公共安全和移民影响的担忧。
New Zealand to tighten immigration rules amid crime concerns https://t.co/BR2le2EPNP https://t.co/BR2le2EPNP
@reutersworld ↗
预测市场平台Kalshi的创始人在一次播客中讨论了他们与美国商品期货交易委员会（CFTC）之间的标志性诉讼。
Kalshi, CFTC lawsuit, prediction markets
这凸显了美国预测市场平台面临的持续监管挑战和法律斗争，可能对更广泛的加密货币相关金融创新领域产生影响。
Since our YC days, John and Patrick have inspired us to think big. Doing this podcast was special and fun. [QT @collision: Prediction markets are one of the most hotly-discussed new technologies of the past few years. @mansourtarek_ and @luanalopeslara, founders of @kalshi, joined @matthuang and me in the Cheeky Pint pub. We discussed their landmark lawsuit against the CFTC, how market making works https://t.co/R8Pne1YFOT]
@mansourtarek_ ↗
分析显示，AI公司的安全团队在总员工中所占比例极小，且这些公司通常不披露相关数据。
AI companies don't disclose data about their safety teams, safety teams tiny fraction of overall staff
这一发现引发了对AI伦理和安全实践的担忧，表明在AI技术快速发展的同时，其安全保障可能未能得到同等重视。缺乏透明度也使得外部难以评估AI系统的潜在风险。
AI companies don't disclose data about their safety teams. But this analysis suggests they're a tiny fraction of overall staff, says @parmy (via @opinion)
@business ↗
社交媒体平台X（原Twitter）官方新增了“不喜欢”按钮。
X officially adds a "dislike" button
这一功能更新旨在为用户提供更多互动方式，并可能影响平台内容的可见性和用户参与度，尽管其具体效果尚待观察。
BREAKING: X officially adds a "dislike" button. https://t.co/d98Wogdb4x
@kobeissiletter ↗
ETHCapital峰会将于4月15日在韩国举行，重点关注机构加密货币浪潮，议题涵盖STO、RWA、DeFi、质押和企业采纳。
ETHCapital Summit, South Korea, April 15, institutional crypto wave, STO, RWA, DeFi, staking, enterprise adoption
此次峰会强调了韩国在推动机构采纳加密货币方面的领导地位和决心。通过汇集创始人、风投和机构领导人，峰会将促进对现实世界资产代币化和去中心化金融等新兴趋势的讨论，有望进一步推动加密货币与传统金融的融合。
South Korea is leading the institutional crypto wave. Are you ready? 🌊ETHCapital Summit is where it gets built. Join founders, VCs, and institutional leaders on April 15 for 14 sessions across STO, RWA, DeFi, staking, and enterprise adoption. Early Bird tickets live now.
@deepseek_ai ↗
预测市场平台Kalshi的创始人在一次播客中讨论了他们针对美国商品期货交易委员会 (CFTC) 的里程碑式诉讼，并介绍了做市商的运作方式。
Kalshi, landmark lawsuit against the CFTC, prediction markets
此诉讼突显了新型预测市场在现有监管框架下面临的挑战，以及监管机构在适应金融创新方面的滞后。其结果可能为预测市场和更广泛的去中心化金融（DeFi）领域的监管未来定下基调。
Prediction markets are one of the most hotly-discussed new technologies of the past few years. @mansourtarek_ and @luanalopeslara, founders of @kalshi, joined @matthuang and me in the Cheeky Pint pub. We discussed their landmark lawsuit against the CFTC, how market making works https://t.co/R8Pne1YFOT
@collision ↗
Meta的Manus推出了桌面应用程序，旨在将公司的AI代理引入个人设备。
Meta's Manus launches desktop app, bring its AI agent onto personal devices
此举表明Meta旨在将其AI技术更广泛地整合到用户的日常计算环境中，从而加剧个人AI助手市场的竞争。
Meta's Manus launches desktop app to bring its AI agent onto personal devices amid OpenClaw craze https://t.co/GBaPdyVI6j
@cnbc ↗
英伟达发布了一款新模块，可为空间推理提供高达25倍的AI计算能力。
New Nvidia module, up to 25x more AI compute, space-based inferencing
这项创新表明在空间等极端或专业环境中部署AI能力取得了重大进展，可能为AI技术在地球之外开辟新的应用。
Using space for low cost Ai inference could be real ! New Nvidia module delivers up to 25x more AI compute for space-based inferencing. https://t.co/rUe99ZEWvu
@vijayshekhar ↗
德国制药公司Stada在录得创纪录利润并完成所有权过渡后，表示已准备进行一项重大的消费者健康领域收购。
German pharmaceutical firm Stada, record profit, ready to make a major consumer health acquisition
Stada在强劲财务表现和新所有权支持下，准备进行重大收购，这表明其在消费者健康领域有积极的增长计划和潜在的行业整合。
German pharmaceutical firm Stada said it’s ready to make a major consumer health acquisition as it books record profit and transitions to new ownership https://t.co/uXDMxa8C
@business ↗
霍尔木兹海峡交通受阻导致全球基准价与实物供应成本之间的“脱节”日益加剧，使得阿曼原油价格飙升至每桶150美元以上。
Oman crude oil price soared to over $150 per barrel, Strait of Hormuz traffic obstruction
阿曼原油价格因霍尔木兹海峡中断而急剧上涨，突显了中东冲突对全球能源供应和定价的严重影响，导致基准价格与实际供应成本之间出现显著脱节。
【阿曼原油价格飙升至每桶逾150美元】霍尔木兹海峡交通受阻导致全球基准价与实物供应成本之间的“脱节”日益加剧。https://t.co/yydLHNtNSN https://t.co/ce66PEStwj
@ftchinese ↗
ETHCapital峰会将于4月15日在首尔举行，首批公布的演讲嘉宾包括KODA CEO Jinseok Cho、Sharplink CEO Joe Chalom、韩华投资证券CSO Jongmin Son和以太坊基金会机构负责人Tiena Sekharan。
ETHCapital Summit, April 15, Seoul, speaker lineup (Jinseok Cho, Joe Chalom, Jongmin Son, Tiena Sekharan)
此次峰会凸显了首尔作为机构加密货币采用和DeFi中心日益增长的作用，汇集了传统金融和以太坊生态系统的主要参与者，讨论STO、RWA和企业采用等主题。
ETHCapital Summit is coming to Seoul and here's the first speaker lineup Jinseok Cho — CEO, KODA Joe Chalom — CEO, Sharplink Jongmin Son — CSO, Hanwha Investment & Securities Tiena Sekharan — Head of Institutions, Ethereum Foundation 🎟️ Early Bird tickets from USD50
@rasbt ↗
经济学家认为，印度尼西亚央行的货币宽松周期可能已经结束，此前关于今年将有两次或更多次降息的预测被取消。
Bank Indonesia, monetary easing cycle ended, no more rate cuts
这一共识表明印度尼西亚的货币政策立场发生转变，可能预示着为应对当前经济状况而采取的更趋紧的政策。
Bank Indonesia’s monetary easing cycle has likely come to an end, economists say, scrapping earlier calls of as many as two more rate cuts this year https://t.co/so2dnmv0fS
@business ↗
一位韩国养老基金官员估计，韩国股市上涨的一半归因于市场改革，另一半则归因于半导体上行周期。
South Korea stock market rally, half due to market reforms, half due to semiconductor upcycle
该分析为韩国股市表现提供了双重驱动因素的见解，表明结构性政策变化和周期性行业繁荣共同推动了市场上涨。
South Korea pension fund official : estimates half of Korea stock market rally due to market reforms and half due to semiconductor upcycle
@financialjuice ↗
印度宣布，自2028年6月起，其清洁能源项目将强制使用本地生产的太阳能硅锭和晶圆。
India, locally made solar ingots/wafers, clean energy projects, June 2028
此举旨在促进印度国内可再生能源供应链的自给自足和制造业发展。这将对国际太阳能组件供应商在印度市场的竞争力产生重大影响。
India to mandate locally made solar ingots, wafers for clean energy projects from June 2028 https://t.co/d1WSlWi4Zk
@reutersasia ↗
多家具高额债务的尼日利亚电力生产商已停止运营，原因是客户未能结清账单，导致他们无力维持设备运行或支付天然气供应费用。
Nigerian power producers, ceased operating, unpaid bills
这揭示了尼日利亚电力行业的严重财务困境和基础设施挑战，可能对该国经济稳定和居民生活产生负面影响。
A number of heavily indebted Nigerian power producers have ceased operating because their customers aren’t settling their bills and they can’t afford to run their equipment or pay for gas supplies https://t.co/XviHxePNLC
@business ↗
AI公司不公开其安全团队数据，现有分析表明这些团队只占总员工的很小一部分。
AI companies, no disclosure, safety teams, tiny fraction of staff
这引发了对AI公司在快速发展新模型时，对安全性投入和透明度的担忧。鉴于AI技术的潜在风险，缺乏公开数据可能加剧监管和公众的不信任。
AI companies don't disclose data about their safety teams. But this analysis suggests they're a tiny fraction of overall staff, says @parmy https://t.co/JUxHw3ZoR7
@opinion ↗
社交媒体平台X（前Twitter）将正式推出“不喜欢”按钮，并计划在未来30天内逐步推广。
X, "dislike" button, next 30 days
这一新功能将改变用户在X平台上的互动方式和内容反馈机制。具体影响尚待观察，但可能提升平台内容过滤的效率或对发布者产生新的激励机制。
BREAKING: X officially adds a "dislike" button. https://t.co/d98Wogdb4x
@kobeissiletter ↗
阿里巴巴因需求快速增长和基础设施成本上升，将其AI计算和存储产品的价格上调了高达34%。
Alibaba, AI computing and storage products, prices up to 34%
此举反映了对AI服务强劲的市场需求，以及AI基础设施建设和运营的巨大成本。同时，也显示出AI服务提供商将成本转嫁给客户的趋势。
Alibaba is raising prices for its AI computing and storage products by as much as 34%, responding to fast-growing demand and rising infrastructure costs https://t.co/pZHVYjEyIN
@business ↗
英国金融监管机构的审查显示，美国科技巨头Meta屡次未能阻止其英国平台上的高风险非法金融产品广告，尽管该公司已做出承诺。
Meta, failed to stop illegal ads, high-risk financial products, Britain, UK financial regulator
这凸显了Meta在内容审核和遵守金融监管规定方面面临的持续挑战，可能导致监管机构的进一步审查和处罚。对消费者而言，意味着风险仍在。
Exclusive: US tech giant Meta has repeatedly failed to stop illegal ads for high-risk financial products running on its platforms in Britain, despite committing to block them, according to a review by the country's financial regulator. More here: https://t.co/jQXATTbMFf
@reutersbiz ↗
德国制药公司Stada表示，在实现创纪录利润并完成所有权过渡后，已准备好进行一项重大的消费健康品收购。
Stada, major consumer health acquisition, record profit, new ownership
Stada的财务状况和新所有权使其处于有利地位，有望通过战略性并购实现业务扩张。这可能预示着消费健康品市场将出现新的整合。
German pharmaceutical firm Stada said it’s ready to make a major consumer health acquisition as it books record profit and transitions to new ownership https://t.co/uAXwDMxa8C
@business ↗
欧盟委员会主席乌尔苏拉·冯德莱恩将于3月23日至25日访问澳大利亚，并会见澳大利亚总理，旨在加强欧盟与印太地区志同道合伙伴的联系。
EU, Von der Leyen, Australia, March 23-25, strengthen ties, Indo-Pacific
此访问是欧盟在印太地区加强战略伙伴关系的外交努力的一部分，以深化与该地区重要盟友的合作。这反映了印太地区在全球地缘政治中的日益重要性。
EU: Von der Leyen's visit to Australia aims to strengthen EU ties with a trusted, like-minded partner in the strategically vital Indo-Pacific region
@financialjuice ↗
伊朗外交部长在接受半岛电视台采访时表示，德黑兰的核战略可能不会发生重大变化，但需要等待新任最高领袖的看法。
Iran's Foreign Minister, Al Jazeera, nuclear doctrine, new supreme leader
这表明伊朗在核政策上可能保持连续性，但最终决定将取决于其未来最高领导层的立场。此声明为地区核问题带来了不确定性。
Iran's Foreign Minister, in an interview with Al Jazeera: I don't think Tehran's nuclear doctrine will significantly change, but need to wait for the new supreme leader's views
@financialjuice ↗
中国海警“驱逐”了一艘闯入中国水域的日本渔船。
China's coast guard, expelled, Japanese fishing boat, intruded waters
这是一起海上摩擦事件，反映了中日两国在领土争议水域的持续紧张关系。此类事件可能在区域内引发外交波澜。
BREAKING: China's coast guard "expelled" a Japanese fishing boat that intruded into its waters.
@polymarket ↗
萨尔瓦多对其宪法进行了改革，允许判处终身监禁。
El Salvador, reforms constitution, life sentences
这一法律修改是萨尔瓦多司法政策的重大转变，可能对其人权状况和刑事司法体系产生深远影响。此举或与该国打击犯罪的力度有关。
El Salvador reforms constitution to allow for life sentences https://t.co/zqMPBkgHX6 https://t.co/zqMPBkgHX6
@reutersworld ↗
社交媒体平台𝕏（前身为Twitter）宣布将在未来30天内推出“踩”按钮功能。
𝕏, dislike button, rolling out next 30 days
这项新功能可能会显著改变用户互动和内容审核的方式，提供更直接的帖子反馈机制。
BREAKING: 𝕏 rolling out dislike button over the next 30 days. https://t.co/R49aXIhZu0
@polymarket ↗
阿里巴巴的AI战略正在转变，重点放在“重注代理”（big bets on agents）上。
Alibaba, AI strategy shift, big bets on agents
阿里巴巴正在调整其AI发展方向，优先发展基于代理的AI解决方案，这表明其战略重心转向更自主和互动性的AI应用。
Alibaba's AI strategy shift comes into focus with big bets on agents https://t.co/AplNxZsQ1a
@reutersasia ↗
埃利奥特管理公司（Elliott Management）确认已持有日本航运巨头商船三井（Mitsui OSK）的股份。
Elliott Management, stake, Mitsui OSK
这预示着激进投资者可能对商船三井进行干预，旨在通过改变公司治理或战略方向来释放股东价值。
Elliott Management confirms stake in Japan shipper Mitsui OSK https://t.co/M2UBZzOqSe https://t.co/M2UBZzOqSe
@reutersbiz ↗
瑞银集团（UBS）已完成瑞士信贷（Credit Suisse）在瑞士客户的迁移工作。
UBS, completed migration, Credit Suisse clients, Switzerland
这标志着瑞士信贷并入瑞银集团的整合工作迈出了重要一步，表明合并的一个主要阶段已基本完成。
UBS completes migration of Credit Suisse clients in Switzerland https://t.co/Pe0wxPu4Xx https://t.co/Pe0wxPu4Xx
@reutersbiz ↗
北约正在向土耳其南部省份（因吉尔利克空军基地所在地）部署另一个爱国者导弹防御系统。
NATO, Patriot missile defense system, Turkey, Incirlik air base
此举表明对该战略重要地区安全担忧加剧，旨在加强北约在该地区的防御态势，可能与区域冲突有关。
Turkey: NATO is deploying another patriot missile defence system to the southern province where Incirlik air base is located
@financialjuice ↗
根据月度资产发送者数量，USDT0在227种稳定币中排名第三。
USDT0, 3rd place, 227 stablecoins, monthly asset sender count
USDT0在稳定币领域显示出强大的采用率和使用量，表明其在可互操作稳定币生态系统中的重要性日益增长。
An overview of 227 stablecoins based on monthly asset sender count. One stablecoin that stands out: @USDT0_to in 3rd place. Interoperable stablecoin szn is in full swing! https://t.co/K8kMxQQCXg
@tokenterminal ↗
意大利联合信贷银行（UniCredit）首席执行官对数字欧元持“相对建设性”态度。
UniCredit CEO, 'constructive' approach, digital euro
一家主要的欧洲银行采取积极立场，表明央行数字货币（CBDC）在传统金融体系中可能获得更广泛的主流接受和潜在整合。
UniCredit CEO says has 'relatively constructive' approach to digital euro https://t.co/B2YIccZlxk https://t.co/B2YIccZlxk
@reutersbiz ↗
加密礼品卡公司Bitrefill披露了一起与朝鲜有关的黑客攻击事件。
Bitrefill, North Korea-linked hack
这揭示了国家支持的网络攻击持续针对加密货币领域，凸显了该行业内部的安全漏洞和地缘政治风险。
Popular crypto gift card firm Bitrefill discloses North Korea-linked hack. https://t.co/XuHzqOKIRV
@thestreet ↗
阿里巴巴的AI战略重心正在转向，集中大笔押注于“智能代理”领域。
Alibaba, AI strategy, big bets on agents
阿里巴巴正寻求在AI应用层面的创新突破，通过开发更自主、智能的代理系统来提升服务能力和市场竞争力。
Alibaba's AI strategy shift comes into focus with big bets on agents https://t.co/AplNxZsQ1a
@reutersasia ↗
在对227种稳定币的月度资产发送者数量统计中，USDT0_to 位列第三。
USDT0, 3rd place, 227 stablecoins, monthly asset sender count
这一排名凸显了USDT0在跨链互操作性方面的活跃度和市场认可度，表明其作为“桥接技术”在稳定币生态系统中占据重要地位。
USDT0 is peak bridging tech [QT @tokenterminal: An overview of 227 stablecoins based on monthly asset sender count. One stablecoin that stands out: @USDT0_to in 3rd place. Interoperable stablecoin szn is in full swing! https://t.co/K8kMxQQCXg]
@paoloardoino ↗
加密礼品卡公司Bitrefill披露其遭受了一次与朝鲜有关联的黑客攻击。
Bitrefill, North Korea-linked hack
这次攻击再次凸显了加密行业面临的地缘政治风险和网络安全挑战，尤其是在与受制裁国家相关联的活动中。
Popular crypto gift card firm Bitrefill discloses North Korea-linked hack.
@thestreet ↗
在美联储决策公布前，比特币和XRP的价格出现下跌。
Bitcoin, XRP, slipped, Fed decision
市场普遍对美联储的货币政策走向保持谨慎，投资者在关键经济事件前采取观望态度，导致主要加密资产价格承压。
Bitcoin, XRP Slip Ahead of Fed Decision. What Cryptos Need From Chair Powell.
@barronsonline ↗
Ofiniti公司获得680万美元资金，用于将全球最大的航运枢纽新加坡数字化。该公司在2025年处理了超过25,000次燃油补给业务，占据新加坡数字燃油补给市场约40%的份额。
Ofiniti, $6.8M, digitize shipping hub, Singapore, 25,000+ bunker operations (2025), ~40% digital bunkering market
新加坡正大力投资数字化其全球领先的航运枢纽，以提升效率和竞争力。Ofiniti作为市场主导者，在此次转型中扮演关键角色，预示着物流和海运业的智能化升级。
Just In: $6.8M to digitise the world's biggest shipping hub. Ofiniti processed 25,000+ bunker operations in 2025 and holds ~40% of Singapore's digital bunkering market.
@thenextweb ↗
人们正在使用Claude和ChatGPT等AI模型进行报税，这促使会计师发出警告，指出存在出现重大错误的潜在风险。
Claude, ChatGPT, taxes, errors, accountants warn
公众快速采纳AI处理报税等敏感任务，既体现了这些工具的感知价值，也暴露了其重大风险。会计师的警告突出了AI在复杂财务和监管环境下的当前局限性，敦促人们谨慎对待过度依赖。
People are using Claude and ChatGPT to do their taxes. Accountants warn of the potential for big errors https://t.co/PtiCbeO6Kb
@business ↗
Polymarket因允许就战争进行押注而受到批评，特别是在以色列一名记者遭到威胁之后。
Polymarket, war bets, criticism, threats against reporter
Polymarket因举办与战争相关的预测市场而受到批评，这引发了关于将真实世界冲突商品化以及平台责任的伦理问题。这表明对预测市场在敏感地缘政治事件中扮演的角色，其审查日益严格。
Threats against a reporter in Israel spurred criticism of Polymarket for allowing bets on the war https://t.co/SZYZ7ytwrA
@business ↗
司法部公布的爱泼斯坦相关文件损害了包括比尔·盖茨、埃隆·马斯克和里德·霍夫曼在内的多位知名商业和科技界人士的声誉。
Jeffrey Epstein document dump, reputations damaged, Bill Gates, Elon Musk, Reid Hoffman, Peter Attia
爱泼斯坦文件公布后，多位知名商业和科技界领袖的声誉受到广泛损害，凸显了与此类人物关联可能带来的长期影响。这一事件可能导致对精英网络及其成员的审查加强，影响未来的商业和社会地位。
The notion of an “Epstein class” has already damaged the reputations of Bill Gates, Elon Musk, Reid Hoffman and anyone else who showed up in the Justice Department’s document dump. The fallout could last for years, if not decades https://t.co/Xbr87CqOjC
@business ↗
通用磨坊公布的上季度业绩未达到华尔街预期，利润和销售额下降，原因是消费者在经济压力下需求减弱，以及持续的转型努力。
General Mills, Q results missed expectations, lower profit and sales, weaker consumer demand
通用磨坊的盈利未达预期，归因于消费者需求减弱和经济压力，反映了消费品公司面临的普遍挑战。这表明消费者正在勒紧裤腰带，影响了该行业的销售量和盈利能力。
General Mills reported results for last quarter that missed Wall Street expectations, weighed down by weaker demand from consumers facing more economic stress https://t.co/urPdlNZdD
@business ↗
英国正在调查一宗信息泄露事件，该事件涉及美国在伊朗军事行动开始前请求使用英国军事基地。
UK investigation, US request, British military bases, Iran operation
对泄密事件的调查表明，英国国内可能因其与美国对伊朗军事行动的关联而产生政治影响和安全担忧。这暗示了伊朗行动前存在一段敏感时期。
BREAKING: UK to investigate leak of information related to a U.S. request to use British military bases before the Iran operation began.
@polymarket ↗
北约正向土耳其的因吉尔利克空军基地部署第二套爱国者导弹防御系统，以加强其对伊朗威胁的防空能力。
NATO, second Patriot missile-defense system, Incirlik Air Base, Turkey
此次部署凸显了北约对伊朗威胁的担忧加剧，以及其加强该地区防空能力的承诺。它标志着在冲突区附近的盟友国家军事存在和战备状态的提升。
NATO is deploying a second Patriot missile-defense system to Turkey’s Incirlik Air Base to bolster the alliance’s air defenses against threats from Iran https://t.co/dYdkf18Awu
@business ↗
参议员辛西娅·拉姆尼斯表示，《CLARITY法案》旨在为美国成为世界数字资产之都铺平道路。
Senator Cynthia Lummis, CLARITY ACT, US digital asset capital
拉姆尼斯参议员推动《CLARITY法案》的举动，凸显了美国政策制定者为数字资产建立明确监管框架的共同努力。其目标是通过营造一个更可预测和支持性的环境，将美国定位为全球金融创新领域的领导者，从而推动加密行业发展。
SENATOR CYNTHIA LUMMIS: 🇺🇸 "AMERICA CAN’T LEAD IN GLOBAL FINANCIAL INNOVATION IF WE CAN’T EVEN WRITE THE RULES." "THE CLARITY ACT PAVES THE WAY TO MAKE THE U.S. THE DIGITAL ASSET CAPITAL OF THE WORLD."
@scottmelker ↗
流行的加密礼品卡公司Bitrefill披露了一起与朝鲜有关联的黑客攻击。
Bitrefill, hack, North Korea-linked
加密礼品卡公司披露朝鲜相关黑客攻击，突显了加密生态系统中持续存在的安全漏洞以及来自国家支持行为者的威胁。此事件提醒人们在数字资产领域建立强大安全措施和监管监督的重要性。
Popular crypto gift card firm Bitrefill discloses North Korea-linked hack. https://t.co/XuHzqOKIRV
@thestreet ↗
据《福布斯》报道，93%的美国工作岗位至少可以部分由人工智能完成。
93% US jobs, partly by AI, Forbes
这一统计数据突显了人工智能对美国劳动力市场的广泛潜在影响，表明大部分工作岗位可能涉及某种程度的AI集成或自动化。
93% of US jobs can be done at least partly by AI, per Forbes
@unusual_whales ↗
美国目前已具备100%国内生产能源存储系统的能力。
US production capacity, 100% domestic energy-storage systems
这标志着美国在关键能源基础设施方面朝着能源独立和供应链韧性迈出了重要一步，减少了对外国供应的依赖。
The US now has the production capacity to supply 100% of its energy-storage systems domestically https://t.co/wOP1Q6YfpE
@business ↗
以色列国防巨头埃尔比特公司（Elbit）在开发高能激光系统方面已进入非常先进的阶段，该系统有望提供一种经济有效的方式来对抗空中威胁。
Elbit (Israel), high-energy laser system, cost-effective, aerial threats
这一发展预示着国防技术的潜在突破，为传统的导弹防御系统提供了一种更经济的选择，尤其在涉及无人机的冲突中具有重要意义。
Israel’s defense giant Elbit is in the very advanced stages of developing a high-energy laser system that will potentially provide a cost-effective way to counter aerial threats https://t.co/OiO8AZMXHX
@business ↗
亚马逊首席执行官安迪·贾西（Andy Jassy）在内部表示，AWS可能在10年内达到“至少”6000亿美元的营收，这比普遍预期的更为激进。
Amazon AWS, Andy Jassy, 'at least' $600B in 10 years
“至少”的措辞表明AWS的长期增长预测比最初报告的更为激进，意味着公司对其未来扩张和市场领导地位充满信心。
Important context to add to the headlines about $AMZN Jassy internal communication to employees saying AWS could reach $600B in 10 years. The context that most headlines missed is that he said “at least” $600B. Big difference. https://t.co/cyApS0X0Xm
@rihardjarc ↗
美国汽油价格已涨至每加仑3.84美元，为2023年9月以来最高水平。过去一个月飙升31%（从2.92美元涨至3.84美元），是近30年来最大的月度涨幅。
US gas prices $3.84/gallon, 31% spike in last month, highest since Sep 2023
汽油价格的急剧上涨给消费者带来巨大压力，可能进一步加剧通胀担忧，并对整体经济产生广泛影响，特别是在伊朗战争背景下。
Gas prices in the US have moved up to $3.84/gallon, their highest level since September 2023. The 31% spike over the last month ($2.92/gallon to $3.84/gallon) is the biggest we've seen in the past 30 years. https://t.co/6fR5Rt4F0o
@charliebilello ↗
Redfin报告显示，49%的美国居民在支付房租或抵押贷款方面面临困难。同时，利率飙升导致抵押贷款再融资需求骤降19%。
49% of U.S. residents struggle to pay rent or mortgages; Mortgage refinance demand plunges 19%
这些数据表明美国住房市场面临严峻的负担能力挑战，高利率环境进一步挤压了居民的财务空间，并可能对房地产市场活动产生负面影响。
49% of U.S. residents struggle to pay rent or mortgages, per Redfin.
@unusual_whales ↗
《财富》杂志报道，近一半的公司正选择提供微薄的“花生酱式”（即平均主义的微小涨幅）加薪，这一趋势与2008年经济衰退时期相似。
Nearly half of companies opting for weak “peanut butter” pay raises, mirroring 2008 recession trend
这一薪资增长模式反映了企业在当前经济不确定性下的谨慎态度，可能对消费者支出和整体经济复苏构成制约。
Nearly half of companies are opting for weak “peanut butter” pay raises, mirroring the 2008 recession trend, per FORTUNE.
@unusual_whales ↗
据《福布斯》报道，93%的美国工作至少部分可由AI完成；《金融时报》指出，过去一年编码生产力呈爆炸式增长。
93% of US jobs can be done at least partly by AI; explosion in coding productivity
这些数据表明AI正在深刻改变劳动力市场和技术开发领域，既带来了效率的巨大提升，也预示着未来职业技能结构将发生重大转变。
93% of US jobs can be done at least partly by AI, per Forbes
@unusual_whales ↗
OKX钱包推出Agentic Wallet，该钱包使AI代理能够在多个网络上执行链上交易。
OKX WALLET LAUNCHES AGENTIC WALLET ENABLING AI AGENTS TO EXECUTE ONCHAIN TRANSACTIONS ACROSS MULTIPLE NETWORKS
这一产品创新将AI的自动化能力扩展到区块链交易领域，预示着加密货币和AI结合的新应用场景，可能提高DeFi操作的效率和可访问性。
JUST IN: OKX WALLET LAUNCHES AGENTIC WALLET ENABLING AI AGENTS TO EXECUTE ONCHAIN TRANSACTIONS ACROSS MULTIPLE NETWORKS
@scottmelker ↗
SAP首席执行官Christian Klein正在建立一个由数百人组成的新部门，以推动其人工智能功能的采用，并计划改革收费模式，以应对AI对其传统订阅模式的挑战。
SAP’s CEO Christian Klein setting up new unit with hundreds of people to push AI features; plans to overhaul how it charges clients
作为企业软件巨头，SAP的战略调整显示出AI对现有商业模式的颠覆性影响，以及公司为适应技术变革而进行大规模重组的决心。
SAP’s CEO Christian Klein is setting up a new unit with hundreds of people to push the adoption of its artificial intelligence features and plans to overhaul how it charges clients as the technology threatens its legacy subscription model https://t.co/h2Re3jgvwb
@business ↗
欧盟公布了一项名为“EU Inc.”的简化行政程序计划，旨在推动欧洲公司在全球舞台上与美国和中国竞争，允许公司在单一的欧盟范围内注册。
EU unveiled a red-tape-cutting plan dubbed “EU Inc.” to boost emergence of companies; incorporate under a single EU-wide regime
这项计划是欧盟提升其全球竞争力、扶持本土科技和创新企业的重要举措，反映了其对美中科技主导地位的担忧，并试图通过简化法规来促进企业发展。
The EU has unveiled a red-tape-cutting plan dubbed “EU Inc.” to boost the emergence of companies that could compete on the world stage with US and Chinese rivals https://t.co/rEF4B2qoDs
@business ↗
亚马逊CEO Andy Jassy在内部沟通中表示，AWS在未来十年内营收至少可达6000亿美元。
AWS could reach “at least” $600B in 10 years
这一预测表明亚马逊对AWS业务的长期增长潜力充满信心，预示着云计算市场在未来仍有巨大的扩张空间，但“至少”一词强调了其保守估计。
Important context to add to the headlines about $AMZN Jassy internal communication to employees saying AWS could reach $600B in 10 years. The context that most headlines missed is that he said “at least” $600B. Big difference. https://t.co/aa7pcuedvS
@rihardjarc ↗
英伟达已收到北京批准向中国销售其H200 AI芯片，并正在为中国市场准备Groq AI芯片版本。
Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market
这一进展对英伟达而言是利好消息，表明其在遵守出口管制的同时，仍在积极寻求中国市场机会。同时，为中国市场定制Groq版本，显示了其对特定市场需求的重视。
Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said https://t.co/GHZi0zTztl https://t.co/trwqizQXvb
@reutersbiz ↗
梅西百货（Macy's）预测其全年可比销售额和利润将低于分析师预期，表明公司对消费者受伊朗战争和关税影响的反应持谨慎态度。
Macy’s forecast full-year comparable sales and profit below analysts’ expectations
这一谨慎的展望反映了宏观经济不确定性对零售业的冲击，特别是地缘政治事件可能进一步影响消费者信心和支出。
Macy’s forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how consumers will respond to the Iran war and tariffs https://t.co/6WZLxaOIZ
@business ↗
沙特阿拉伯最大的炼油厂在月初因无人机袭击停运后，现已恢复运营。
Saudi Arabia’s biggest oil refinery has restarted operations after being halted due to a drone attack earlier this month
炼油厂的恢复运营对稳定区域能源供应和市场情绪至关重要，显示了沙特应对袭击并迅速恢复生产的能力，但无人机袭击仍是该地区面临的持续威胁。
Saudi Arabia’s biggest oil refinery has restarted operations after being halted due to a drone attack earlier this month https://t.co/5955jHVMqR
@business ↗
巴基斯坦轰炸了阿富汗喀布尔的一个康复中心，造成143人死亡，多国记者报道称，死者家属正在搜寻亲人。阿富汗和巴基斯坦之间的长期紧张关系在停火协议破裂后急剧升级。
143 deaths in Kabul rehab centre bombing by Pakistan; Afghanistan and Pakistan conflict escalated sharply
这次致命的袭击标志着阿富汗和巴基斯坦之间冲突的严重升级，造成了巨大的人道主义危机。地区冲突的扩散和无辜平民的伤亡引发国际社会的高度关注。
Families and friends searched for loved ones at a rehab center in Afghanistan's Kabul, two days after it was bombed by Pakistan in the deadliest incident in the months-long conflict https://t.co/axdBBB1gL1 https://t.co/E3ONtV9NhC
@reutersasia ↗
标普（S&P）已授权首个官方S&P 500加密衍生品，支持全天候交易。
S&P licenses first official S&P 500 crypto derivative for round-the-clock trading
此举标志着传统金融巨头与加密货币市场的进一步融合，为投资者提供了更多元的交易工具，并可能吸引更多机构资金进入加密衍生品领域。
S&P licenses first official S&P 500 crypto derivative for round-the-clock trading https://t.co/2EQq4fzGtF
@business ↗
彭博社报道，加拿大人口在第四季度再次下降，主要原因是该国非永久居民数量持续减少。
Canada’s population declined again in the fourth quarter
这一持续趋势可能会对加拿大的劳动力市场和经济增长产生影响。
Canada’s population declined again in the fourth quarter as the number of non-permanent residents in the country continued to fall, per Bloomberg
@unusual_whales ↗
Michael Dell发帖称，Karpathy已收到首批搭载GB300的Dell Pro Max。
Dell Pro Max with GB300, Karpathy
这标志着戴尔最新高性能AI硬件的交付和早期应用，通常预示着新一代AI计算能力的普及。
Michael Dell @MichaelDell just posted this: “@karpathy received the first Dell Pro Max with GB300” https://t.co/JX98nRlUZj
@stockmktnewz ↗
查尔斯·H·贝内特（Charles H. Bennett）和吉尔斯·布拉萨德（Gilles Brassard）因其在量子信息科学和量子密码学方面的贡献，荣获2025年ACM A.M.图灵奖。
Charles H. Bennett, Gilles Brassard, 2025 ACM A.M. Turing Award, quantum information science & quantum cryptography
这一享有盛誉的奖项旨在表彰对未来安全计算和人工智能至关重要的基础性贡献。
Congratulations to Charles H. Bennett (@IBMResearch) and Gilles Brassard ( @UMontreal) on receiving the 2025 ACM A.M. Turing Award! 🔗: https://t.co/UQ5C1K1kVT https://t.co/8P2OuNHP6O
@TheOfficialACM ↗
SAP首席执行官Christian Klein正在成立一个由数百名员工组成的新部门，以推动其人工智能功能的采用，并计划改革其向客户的收费方式，因为AI正在挑战其传统的订阅模式。
SAP AI features, new unit, overhaul client charging
SAP的举动突显了AI对现有软件商业模式的深远影响，以及大型企业将AI整合到核心产品和定价策略中的紧迫性。
SAP’s CEO Christian Klein is setting up a new unit with hundreds of people to push the adoption of its artificial intelligence features and plans to overhaul how it charges clients as the technology threatens its legacy subscription model https://t.co/h2Re9jgvwb
@business ↗
Meta Platforms（$META）正在曼哈顿开设其首家旗舰店，并签订了一份位于第五大道的为期10年的五层楼建筑租赁协议。
Meta Platforms $META first flagship store, Manhattan, 10-year lease
此次向实体零售的扩张表明Meta继续将业务拓展到纯数字平台之外，可能用于展示其硬件产品或提供沉浸式体验。
Meta Platforms $META is opening its first flagship store in Manhattan, New York City 🍎 Meta signed a 10-year lease with Vornado Realty Trust to occupy an entire five-story building at 697 Fifth Ave., which is adjacent to the St. Regis Hotel - Bloomberg https://t.co/zfq37KhAop
@stockmktnewz ↗
据报道，裕信银行（UniCredit）正寻求收购德国商业银行（Commerzbank），而法国巴黎银行（BNP Paribas）的德国负责人表示该行正规避大型并购交易。
UniCredit, Commerzbank, BNP Paribas, M&A
这表明欧洲银行业可能出现整合，但主要参与者采取了不同的战略，反映了对市场前景的不同评估。
As UniCredit woos Commerzbank, BNP Paribas shuns big M&A, its Germany chief says https://t.co/6ueo38GlFv https://t.co/6ueo38GlFv
@reutersbiz ↗
UBS已完成瑞信（Credit Suisse）在瑞士的客户迁移工作。
UBS, Credit Suisse, client migration, Switzerland
这标志着瑞信收购整合过程中的一个重要里程碑，表明瑞士市场的运营趋于稳定。
UBS completes migration of Credit Suisse clients in Switzerland https://t.co/mcUTSRvOOW https://t.co/mcUTSRvOOW
@reutersbiz ↗
日本于今日（3月18日）与新加坡总理黄循财（Lawrence Wong）举行了首次首脑会谈，黄循财此前曾两次以财政部长身份访问日本。
Japan, Singapore, Lawrence Wong, first summit meeting
这标志着日本与新加坡之间重要的外交互动，有望加深两国双边关系。
本日、シンガポールのローレンス・ウォン首相@LawrenceWongSTと初の首脳会談を行いました。 財務大臣在任中に2回訪日されていますが、首相に御就任されてからは初めての訪日となったウォン首相を総理官邸でお迎えでき、大変嬉しく思いました。 https://t.co/JsqA7B7kC
@takaichi_sanae ↗
本周一，日本参议院预算委员会开始审议2026财年预算案，三天累计出席了20小时的审议。
Japan Senate Budget Committee, FY2026 budget bill, 20 hours deliberation
这是日本国家预算审批的关键立法程序，反映了正在进行的议会活动。
今週は、月曜日から参議院予算委員会で令和８年度予算案の審議が始まり、３日間合計２０時間の審議に出席いたしました。 https://t.co/PrKgSKtGWP
@takaichi_sanae ↗
欧盟与中国将于下周二举行安全与防务磋商。
EU-China security and defense consultations, next Tuesday
这一即将举行的对话突显了全球两大经济体之间在敏感战略问题上的持续外交接触。
The EU-China security and defence consultations will take place next Tuesday - SCMP
@financialjuice ↗
印度已对从中国进口的乙氯甲酸酯（ethyl chloroformate）发起反倾销调查。
India, anti-dumping probe, ethyl chloroformate imports, China
此举反映了印度对中国进口商品持续存在的贸易紧张关系和保护主义措施。
India launches anti-dumping probe into ethyl chloroformate imports from China https://t.co/ElNWfaS23u
@reutersasia ↗
万事达卡（Mastercard）的加密货币合作伙伴计划已扩展至超过100家合作伙伴，在一周内从85家迅速增长。
Mastercard Crypto Partner Program, over 100 partners
这一快速增长表明传统金融领域内对加密货币解决方案的采用和整合正在加速，主要支付网络在推动这一趋势。
0:41 https://t.co/yvHANPJ1AK [QT @Mastercard: A week ago, we introduced the Mastercard Crypto Partner Program with 85+ partners. Today we’re at over 100 and counting https://t.co/LAI47rUVbL]
@monad ↗
BNB Chain上的真实世界资产（RWA）总锁定价值（TVL）已达到30亿美元，创下历史新高。
RWA TVL on BNB Chain, $3B ATH
这一里程碑事件突显了将真实世界资产代币化并整合到区块链生态系统中的日益增长趋势，特别是在BNB Chain上。
RWA TVL ON BNB CHAIN $BNB HITS NEW ATH OF $3B
@scottmelker ↗
据报道，使用人工智能的公司正在开始追踪员工对AI“令牌”（AI的计量单位）的使用情况。
Companies tracking AI 'tokens' use, AI's unit of measurement
这一趋势表明企业正在探索衡量和优化AI工具在工作流程中的效率与成本，但也有评论指出，令牌使用量可能并非衡量AI实际价值和输出效果的理想指标。
Except token use is a terrible proxy metric for actual valuable and verified AI output. [QT @WSJ: Companies that now regularly use artificial intelligence are starting to track their workers’ use of tokens, AI’s unit of measurement https://t.co/1RXSOW6Nbn]
@ccatalini ↗
Pimco总裁Christian Stracke表示，其公司正避开1.8万亿美元私人信贷市场中“相当糟糕”的贷款；此前有报道称，一家私人信贷基金本月面临大规模赎回，但仅兑付了投资者要求的一小部分资金。
$1.8 trillion private credit market; mass redemptions; 'pretty bad' loans.
随着利率上升和经济不确定性增加，私人信贷市场正经历“降温”，部分贷款质量下降，流动性风险开始显现。这可能预示着该领域未来面临更多挑战，并可能通过区域银行传导至更广泛的金融系统。
Pimco President Christian Stracke says the company is staying away from loans being put up for sale amid the tumult in the $1.8 trillion private credit market https://t.co/XUVuApOTso https://t.co/vHjLDJAFN3
@bloombergtv ↗
Pimco总裁Christian Stracke预测AI将导致软件行业出现亏损；a16z的Anish Acharya观察到AI正推动产品管理“解捆绑”，使软件变得无处不在且可一次性使用。同时，欧盟正在考虑禁止用于创建非自愿性性图像的AI工具。
Losses in software space; 'unbundling' of product management; AI tools for non-consensual sexual images; EU ban.
AI对软件行业的颠覆性影响正日益显现，既带来了效率提升和新产品形态，也引发了关于其对传统商业模式冲击的担忧。与此同时，AI伦理和滥用风险已促使监管机构采取行动，以应对生成式AI带来的社会挑战。
Pimco President Christian Stracke says there will be losses in the software space due to AI
@bloombergtv ↗
AI领域不断涌现新的模型和研究成果，包括针对工业场景的InCoder-32B代码基础模型、统一端到端文档智能的Qianfan-OCR、交互式自回归3D游戏世界的WorldCam，以及PyTorch为大规模推荐系统设计的广义点积注意力（GDPA）机制。
InCoder-32B; Qianfan-OCR; WorldCam; PyTorch GDPA; MiroThinker-1.7 & H1.
这些发布表明AI研发的活跃度，特别是在代码生成、文档处理、3D环境和推荐系统等专业领域的进步。这些模型和技术的推出将进一步扩展AI的应用边界和效率，推动AI技术向更具体、更实用的方向发展。
InCoder-32B Code Foundation Model for Industrial Scenarios paper: https://t.co/ZWD9AM025G https://t.co/agpHlmNeiz
@_akhaliq ↗
Google正在推进在密歇根州建设一座大型数据中心的计划，其中包括一份20年期的电力合同，要求其承担新增清洁能源的全部费用。
Google; Michigan data center; 20-year electricity contract; clean power.
这项重大投资凸显了Google在扩大其基础设施以支持不断增长的计算需求（包括AI）方面的承诺，同时也展现了其对可持续能源和企业社会责任的重视。此举预计将为当地带来就业机会并推动清洁能源发展。
Google $GOOGL is moving ahead with plans for a major data center in Michigan that features a 20-year electricity contract requiring it to cover the full expense of adding a haul of new clean power - Bloomberg
@stockmktnewz ↗
Meta计划向Instagram、TikTok和YouTube上的头部创作者支付费用，以鼓励其在Facebook上发布内容；与此同时，Meta正在关闭其VR社交平台Horizon Worlds。
Meta pays creators for Facebook content; Meta shutting down Horizon Worlds.
Meta此举旨在通过吸引外部知名内容创作者来提振Facebook的活跃度和用户粘性，与竞争对手争夺用户注意力。关闭Horizon Worlds则表明Meta正在重新调整其在元宇宙领域的投资策略，可能将重心转向更具商业潜力的VR/AR应用。
Meta will pay Instagram, TikTok and YouTube creators with big followings to post on Facebook https://t.co/7Rt4KBgxsB
@cnbc ↗
联合利华（$UL）和卡夫亨氏（$KHC）据报道已就食品业务合并举行谈判；百仕通（Blackstone）正牵头为一项医药交易提供13亿美元的私人融资；以美国银行（BofA）为首的银行集团正考虑发行投资级债券，为Nexstar收购Tegna提供资金。
Unilever $UL & Kraft Heinz $KHC merger talks; Blackstone $1.3B private financing; BofA leads Nexstar/Tegna acquisition bond offering.
这些活动显示，尽管宏观环境存在不确定性，大型企业仍在寻求通过并购和战略融资来优化业务组合、实现增长和降低交易成本。活跃的私人融资市场为大型交易提供了替代性资金来源。
UNILEVER $UL AND KRAFT HEINZ $KHC HELD TALKS OVER FOOD MERGER UNITING KETCHUP AND MAYO - Financial Times https://t.co/P82qbwdqDN
@stockmktnewz ↗
在线券商Robinhood（$HOOD）宣布推出其新功能“Robinhood Social”的测试版。
Robinhood Social Beta.
这一新功能表明Robinhood致力于通过整合社交元素来增强其交易平台的吸引力，旨在提升用户参与度和社区体验，可能吸引更多年轻投资者。此举也反映了社交互动在现代投资平台中的重要性日益增加。
Robinhood $HOOD just announced Robinhood Social is now in Beta https://t.co/3yni8TXK0R
@stockmktnewz ↗
日本对美国的第二阶段投资承诺预计将达到630亿美元，其中预计涉及核反应堆的投资。同时，加拿大已拨款14亿加元（10亿美元）用于国内国防制造商扩大弹药生产，英国的国防投资计划也正在审查中。
Japan's $63B US investment pledge; nuclear reactors; Canada C$1.4B defense spending; UK defense plan under review.
面对日益复杂的地缘政治环境，主要盟友正在加强相互投资和国防能力。日本的能源安全需求与美国的投资机会相结合，而加拿大和英国的国防开支审查则反映出西方国家对地区冲突和自身安全需求的共同回应。
Japan's second phase of US investment pledge seen reaching $63bn - Nikkei.
@financialjuice ↗
万事达卡的加密货币合作项目已增至超过100个合作伙伴。参议员Cynthia Lummis表示，旨在规范加密货币的《CLARITY法案》预计将在年底前完成。
Mastercard Crypto Partner Program >100 partners; CLARITY Act by year-end.
主流金融机构对加密货币领域的持续接纳，结合监管层面立法工作的推进，预示着加密货币市场正逐步走向成熟和合规化。监管框架的明确将有助于行业长期健康发展，吸引更多机构投资者进入。
SENATOR CYNTHIA LUMMIS ON CLARITY ACT: "WE'RE GOING TO HAVE THIS THING DONE COME HELL OR HIGH WATER BY THE END OF THE YEAR."
@scottmelker ↗
Altitude平台已上线SWIFT转账功能，允许用户直接从其加密账户向全球200个国家、11000家银行的任何银行账户进行转账。
Altitude; SWIFT transfers live; 200 countries; 11,000 banks.
这一集成标志着加密货币与传统金融系统之间互操作性的增强，为用户提供了更便捷的全球支付解决方案。这可能进一步推动加密技术在跨境汇款和金融服务中的应用，使其更贴近传统金融的便利性。
🤯🤯🤯 [QT @altitude: SWIFT transfers are live. Pay any bank account, anywhere in the world. Directly from your Altitude account. 200 countries. 11,000 banks. 1 balance. https://t.co/LXRpCx5Mut]
@toly ↗
伊利诺伊州民主党选民否决了多数由加密货币和人工智能行业支持的候选人，这对于这些资金充足的特殊利益集团来说是一次意外的失败。
Illinois Democratic voters rejected crypto/AI-supported candidates; unexpected defeat.
这一选举结果表明，尽管加密货币和AI行业投入了大量资金进行政治游说，但其影响力在地方选举中并非一帆风顺。这可能促使这些行业重新评估其政治策略和公共关系，更加注重基层民众的实际需求和担忧。
Democratic voters in Illinois this week rejected most candidates supported by the crypto and artificial intelligence industries, marking an unexpected defeat for well-funded special interest groups https://t.co/CW97tFxuLM
@business ↗
美联储主席鲍威尔表示，他从未见过如此多年持续高生产率的时期，并认为生成式AI应该对此有所贡献。
Powell on higher productivity, generative AI contribution.
鲍威尔对近期生产率的提升感到惊讶，尽管他认为目前的高生产率主要并非来自生成式AI，而是疫情期间的调整。但他对AI在长期生产率中的作用持谨慎乐观态度，并指出短期内数据中心的建设可能会推高通胀并提升中性利率。
Fed's Powell: I never thought I'd see this many years of higher productivity. Generative AI should contribute to that.
@financialjuice ↗
Michael Dell宣布Karpathy收到了第一台搭载GB300的Dell Pro Max。Andrew Ng与Oracle合作推出了新课程“Agent Memory: Building Memory-Aware Agents”。Pytorch发布了专为大规模推荐系统设计的广义点积注意力（GDPA）内核。
Karpathy received Dell Pro Max with GB300, Andrew Ng's Agent Memory course with Oracle, Pytorch GDPA for RecSys.
AI硬件、教育和算法创新正同步推进。Dell与英伟达的合作预示着高性能AI硬件的进展，而Andrew Ng的课程则填补了AI智能体记忆领域的教育空白，Pytorch的GDPA进一步优化了推荐系统的效率。这些进展共同推动了AI技术的应用和普及。
Michael Dell @MichaelDell just posted this: “@karpathy received the first Dell Pro Max with GB300” https://t.co/JX98nRlUZj
@stockmktnewz ↗
欧盟正在考虑禁止用于创建未经同意的性图像的AI工具。Pimco总裁Christian Stracke预测AI将导致软件行业出现亏损。
EU considers banning AI tools for non-consensual images, Pimco predicts AI causing losses in software.
随着AI技术的快速发展，其负面社会影响和潜在的行业颠覆作用日益受到关注。欧盟的禁令反映了对AI滥用的担忧，而华尔街资深人士的预测则预示着AI可能在软件行业引发结构性变革和竞争加剧，导致部分企业面临挑战。
Pimco President Christian Stracke says there will be losses in the software space due to AI https://t.co/ugCR0VOF7c https://t.co/KcS2ucZ9yP
@bloombergtv ↗
CBOE已向SEC提交文件，寻求推出近乎24小时交易的美国股票交易服务。一家持有数十亿美元消费和中小企业贷款的私人信贷基金，本月面临大规模赎回，仅兑付了投资者要求的一小部分。
CBOE files for near 24x5 U.S. equities trading, private-credit fund faced mass redemptions.
CBOE的举措可能改变美国股票市场的交易模式，提升流动性和可访问性。而私人信贷基金的赎回困境则揭示了该市场在面临压力时的脆弱性，可能引发对私有信贷市场健康状况的担忧，并预示潜在的金融风险。
A private-credit fund holding billions of dollars of consumer and small-business loans faced mass redemptions this month and cashed out only a sliver of what investors requested https://t.co/aczSU0GZuP
@wsjmarkets ↗
美国石油和天然气勘探生产ETF ($IEO) 的空头头寸升至2.8%，接近四年高点，自2026年初以来增长了两倍。同期，$IEO价格上涨33%至历史新高。
Short interest on $IEO up to 2.8% (near 4-year high, tripled since early 2026), $IEO prices risen +33% to all-time high.
尽管油气勘探生产ETF价格创历史新高，但空头头寸的激增表明市场对该板块的未来表现存在严重分歧。部分投资者可能预期油价或相关公司股价将面临回调，这预示着短期内该板块可能会出现较大波动。
Short positions on US oil funds are surging: Short interest on the US Oil & Gas Exploration & Production ETF, $IEO, is up to 2.8%, near the highest in 4 years. Short interest has TRIPLED since the start of 2026. Over the same period, $IEO prices have risen +33% to an all-time https://t.co/nwXitB8sl2
@kobeissiletter ↗
Robinhood宣布“Robinhood Social”进入测试阶段。摩根大通（JPMorgan Chase）组建了由知名运动员组成的委员会，以管理50多万名运动员的财富。
Robinhood Social in Beta, JPMorgan Chase council for athlete wealth management.
这些公司动态反映了各自战略调整和市场拓展的努力。Robinhood通过社交功能吸引用户，旨在增强用户粘性和交易活跃度；摩根大通则针对特定高净值群体提供定制服务，以巩固其在财富管理领域的市场地位。
Robinhood $HOOD just announced Robinhood Social is now in Beta https://t.co/3yni8TXK0R
@stockmktnewz ↗
美联储主席鲍威尔表示，在司法部调查结束前，他无意离开美联储理事会，并且如果其任期结束前无人被确认为美联储主席，他将担任临时主席。
Powell won't leave Fed board until DoJ probe is over, would serve as chair pro tem if no successor confirmed.
鲍威尔的声明消除了对其在任期内可能提前离职的猜测，并明确了在潜在的领导层过渡期间的安排，旨在确保美联储的连续性和稳定性。此举有助于稳定市场对美联储领导层未来的预期。
Fed's Powell: If no Fed chair is confirmed by the end of my term, I would serve as chair pro tem.
@financialjuice ↗
德国总理弗里德里希·默茨呼吁欧洲在全球环境中更加积极地追求自身利益。加拿大政府拨出14亿加元（10亿美元）用于国内国防制造商扩大弹药生产。法国将其下一艘航空母舰命名为“自由法国”。
German Chancellor calls for Europe to assert interests, Canada allocates C$1.4B for defense manufacturing, France names new aircraft carrier "Free France".
欧洲国家正致力于提升自身在全球舞台上的影响力及国防能力，以应对复杂多变的地缘政治格局。这包括德国呼吁欧洲自强，以及加拿大和法国在国防投资和军事象征上的具体行动，反映出全球安全环境的不确定性加剧。
German Chancellor Friedrich Merz called for Europe to more assertively pursue its interests in a global environment where the US under Donald Trump and China dominate geopolitical power dynamics https://t.co/cVYIsAKCZT
@business ↗
Coinbase与安永（EY）的一项调查显示，74%的机构投资者预计加密货币价格将上涨，73%计划增加其加密货币配置。
Coinbase-EY survey: 74% institutions expect crypto price rises, 73% plan to increase allocations.
尽管近期市场波动，机构投资者对加密货币的长期前景保持乐观，并计划增加其在数字资产领域的敞口。这一积极信号显示出加密市场在传统金融领域持续获得认可，并可能预示着未来机构资金的进一步流入。
COINBASE-EY SURVEY REVEALS 74% OF INSTITUTIONS EXPECT CRYPTO PRICE RISES 73% PLAN TO INCREASE ALLOCATIONS
@scottmelker ↗
标普道琼斯指数和trade[XYZ]合作推出了首个官方S&P 500永续合约，仅在Hyperliquid平台可用。Coinbase计划为AI智能体支付构建基础设施。
S&P Dow Jones Indices & trade[XYZ] launched S&P 500 perpetual contract on Hyperliquid, Coinbase plans AI agent payments infrastructure.
加密行业正在不断创新，通过新的金融衍生品扩展传统资产的链上接入，旨在将更多主流市场引入数字资产领域。同时，Coinbase布局AI智能体支付基础设施，预示着AI与区块链结合的新用例将成为未来发展的重要方向。
Yo XYZ I’m really happy for you, and I’ma let you finish-- but Dreamcash has the BEST onchain liquidity on large cap USA stocks. OF ALL TIME! Both SP500-USDC & USA500-USDT are open for business. Check the books depth-- and lets enjoy this cool moment and bring normies onchain! [QT @tradexyz: S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been]
@gametheorizing ↗
针对加密货币的税收政策提议包括每年数百美元以下的Gas费免报，以及质押奖励在出售时而非生成时征税。
Proposed crypto tax policy changes: no reporting on gas fees up to few hundred bucks/year, staking rewards taxed when sold (not created).
行业内部正在积极推动更合理、更友好的加密税收政策，以减少普通用户的合规负担，并促进质押等活动的健康发展。这些改革若能实施，可能有助于降低加密货币领域的进入门槛和运营复杂性，鼓励更广泛的采用。
The two small common sense changes to tax policy that everyone should want is no reporting on gas fees up to a few hundred bucks a year and that staking rewards are taxed when sold, not when created by the protocol. Like bread
@toly ↗
社交媒体平台X已开始向用户推出不点赞（dislike）按钮。
X has started rolling out a dislike button
X推出不点赞按钮是其用户界面和交互策略的重大改变。这可能旨在改善内容质量、减少虚假信息或改善用户反馈机制，但同时也可能带来新的用户行为模式和平台内容生态的变化。
X has started rolling out a dislike button.
@unusual_whales ↗
Coinbase正计划构建用于AI代理支付的基础设施。
Coinbase plans infrastructure for AI agent payments
Coinbase布局AI代理支付基础设施，预示着加密货币在AI经济中的潜在应用。此举旨在将加密支付的效率和可编程性引入自动化代理和AI驱动的交易场景，拓展加密货币的应用边界。
Coinbase plans infrastructure for AI agent payments - Information. $COIN
@financialjuice ↗
Rocket Lab（RKLB）获得了美国战争部一份价值1.9亿美元的合同，将在四年内进行20次“Haste”高超音速测试发射，首次任务预计在合同签订后数月内执行。
$190M contract for 20 Haste hypersonic test launches over four years
这一大型合同标志着Rocket Lab在国防航天领域的业务拓展，特别是在高超音速技术测试方面。该合同的签订将为公司带来稳定的收入来源，并巩固其在军事和航天市场的地位，有助于提升投资者信心。
Rocket Lab $RKLB stock is up a little bit in after hours on this news [QT @faststocknewss: Rocket Lab $RKLB secures $190M contract for 20 Haste hypersonic test launches over four years with the Department of War. First mission expected within months of contract signing.]
@stockmktnewz ↗
联合利华（UL）与卡夫亨氏（KHC）已就旗下食品业务的潜在合并进行了洽谈，旨在整合如番茄酱和蛋黄酱等品牌。
UNILEVER $UL AND KRAFT HEINZ $KHC HELD TALKS OVER FOOD MERGER
这次合并谈判显示了两大消费品巨头在市场竞争压力下寻求规模效应和成本优化的战略。若交易达成，将创建一家拥有众多知名食品品牌的强大实体，重塑行业格局，并可能引发进一步的行业整合。
UNILEVER $UL AND KRAFT HEINZ $KHC HELD TALKS OVER FOOD MERGER UNITING KETCHUP AND MAYO - Financial Times https://t.co/P82qbwdqDN
@stockmktnewz ↗
Compass主动撤回了对Zillow的诉讼，结束了围绕房屋营销和销售方式长达数月的法律纠纷。
Compass is voluntarily dismissing its lawsuit against Zillow
这一法律纠纷的解决可能为房地产科技行业的市场竞争带来一定程度的稳定。Compass撤诉的具体原因尚不明确，但其影响可能包括减少两家公司间的法律成本和不确定性，并可能促使行业在营销实践上形成新的共识。
Compass is voluntarily dismissing its lawsuit against Zillow, ending a months-long legal battle over how homes are marketed and sold, according to a court filing. https://t.co/LK7WGs1Bzk
@business ↗
巴基斯坦宣布暂时停止对阿富汗的军事行动。
Pakistan says pausing military operations against Afghanistan temporarily
巴基斯坦暂停在阿富汗的军事行动，可能表明该地区正在寻求缓解紧张局势或重新评估其安全策略。这一举动可能为外交对话和地区稳定提供机会，但其长期影响仍需观察。
Pakistan says pausing military operations against Afghanistan temporarily https://t.co/H9RxqBos4U
@reutersasia ↗
加拿大政府已拨出14亿加元（约合10亿美元）用于国内国防制造商，以扩大弹药生产。
Canadian government set aside C$1.4 billion ($1 billion) for domestic defense manufacturers to expand ammunition production
加拿大增加国防开支以提升弹药生产能力，反映出其对全球安全局势，特别是地缘政治紧张加剧的担忧。此举旨在加强本国国防工业基础，减少对外依赖，并可能为其盟友提供更多支持。
The Canadian government has set aside C$1.4 billion ($1 billion) for domestic defense manufacturers to expand ammunition production. https://t.co/dVA5AJXSyq
@business ↗
一份新的情报评估表明，中国对武力夺取台湾的准备时间已不再如之前预测的“最早明年”，这反映出白宫正努力对北京采取更和解的姿态。
new intelligence assessment backed away from previous projections that China wants to be ready to retake Taiwan by force as early as next year
这一评估变化可能意味着中美关系在台湾问题上的紧张程度有所缓和，或至少在短期内，中国大陆采取武力行动的紧迫性有所降低。白宫的“和解姿态”可能旨在避免地区冲突升级，寻求通过外交途径维持台海稳定。
A new intelligence assessment backed away from previous projections that China wants to be ready to retake Taiwan by force as early as next year, reflecting a broader push by the White House to adopt a more conciliatory tone toward Beijing. https://t.co/P8gZZ0sxt6
@business ↗
Coinbase与EY（安永）联合进行的一项调查显示，74%的机构投资者预计加密货币价格将上涨，其中73%计划增加其加密资产配置。
74% OF INSTITUTIONS EXPECT CRYPTO PRICE RISES; 73% PLAN TO INCREASE ALLOCATIONS
机构投资者对加密货币市场的积极展望和增持计划，表明加密资产正逐渐被视为主流投资组合的一部分。这种信心的增强可能为加密市场的长期增长提供支撑，并推动更多传统资金进入该领域。
COINBASE-EY SURVEY REVEALS 74% OF INSTITUTIONS EXPECT CRYPTO PRICE RISES 73% PLAN TO INCREASE ALLOCATIONS
@scottmelker ↗
在过去48小时内，Memecoin在全球加密货币关注度中悄然增加了0.22%，目前占据总关注度的3.63%。
Memecoins picked up +0.22 global mindshare in the last 48h; now sitting at 3.63% of total attention
Memecoin市场份额的增长反映了加密社区对这类高度投机性资产的持续兴趣，尽管其价值基础薄弱。这种现象既可能预示着市场情绪的波动，也显示了加密领域特有的文化和投资偏好。
Are we back to doing this for fun again? Memecoins quietly picked up +0.22 global mindshare in the last 48h now sitting at 3.63% of total attention https://t.co/5kRmrcWhx9
@cookiedotfun ↗
HIVE Digital正在其位于巴拉圭的300兆瓦基地，为哥伦比亚大学的大型语言模型（LLM）研究提供算力支持。
HIVE Digital powers Columbia University LLM Research from 300 MW Paraguay base
这一合作显示了加密矿业公司在AI研究领域的跨界应用潜力，通过利用其算力基础设施为科学研究提供支持。此举不仅为HIVE Digital开辟了新的商业模式，也可能为大学的AI研究带来强大的计算资源。
NEWS: HIVE Digital powers Columbia University LLM Research from 300 MW Paraguay base | @HIVEDigitalTech https://t.co/hzInrXcy5m
@thestreet ↗
美联储主席杰罗姆·鲍威尔表示，他打算留在美联储，担任临时主席，直到司法部的调查完成，并且其继任者得到确认。
Powell to serve as chair pro-tem; not leave Fed until DOJ investigation over; successor confirmed.
鲍威尔的这一表态澄清了市场对其任期不确定性的猜测，表明他将继续领导美联储应对当前复杂的经济和地缘政治挑战，至少在司法调查期间保持稳定。
Jerome Powell said he has no intention of leaving the Fed until the DOJ investigation is completed https://t.co/QhO98hWjBr
@business ↗
美国租赁市场已达到四年内对预算最友好的水平。
US rental market most budget-friendly in four years.
这一数据表明，尽管整体通胀压力和油价飙升，但租金成本的缓解为消费者带来了一线积极信号，有助于部分抵消其他生活成本的上涨。
The U.S. rental market has reached its most budget-friendly level in four years. https://t.co/ZqOMsLLH8Y
@presssec ↗
飞利浦公司在2000年代为短期利润出售了其共同创立的ASML、TSMC和NXP的股份，这三家公司如今市值分别为5450亿美元、1.76万亿美元和200亿美元，被认为是商业史上最大的战略失误之一。
Philips spun off ASML, TSMC, NXP; ASML now $545B, TSMC $1.76T; sold for short term profits.
这一历史回顾凸显了长期战略愿景对企业价值的重要性，飞利浦未能预见半导体行业未来的巨大增长，因短期利益错失了成为全球科技巨头的机会。
The biggest fumble in business ever might be Philips spinning off ASML, TSMC and NXP Philips co-founded ASML in 1984, then co-founded TSMC in 1987, then they founded NXP They sold each of them for short term profits in the 2000s ASML is now worth $545B TSMC is worth $1.76T NXP
@levelsio ↗
Rocket Lab（$RKLB）获得美国国防部一份价值1.9亿美元的合同，将在四年内进行20次Haste高超音速测试发射任务，首次任务预计在签约后数月内进行。
Rocket Lab $RKLB secures $190M contract; 20 Haste hypersonic test launches; Department of War; four years.
这份重要合同不仅为Rocket Lab带来了可观的收入，也巩固了其在国防和航天领域的地位，特别是在高超音速技术测试这一关键领域。
Rocket Lab $RKLB stock is up a little bit in after hours on this news [QT @faststocknewss: Rocket Lab $RKLB secures $190M contract for 20 Haste hypersonic test launches over four years with the Department of War. First mission expected within months of contract signing.]
@stockmktnewz ↗
Coinbase和安永（EY）联合进行的一项调查显示，74%的机构预计加密货币价格将上涨，73%的机构计划增加加密货币配置。
Coinbase-EY survey; 74% of institutions expect crypto price rises; 73% plan to increase allocations.
这一调查结果表明，尽管市场存在波动，但主流机构对加密货币的长期前景持乐观态度，并计划加大投资，这为加密市场带来了积极的信心信号。
COINBASE-EY SURVEY REVEALS 74% OF INSTITUTIONS EXPECT CRYPTO PRICE RISES 73% PLAN TO INCREASE ALLOCATIONS
@scottmelker ↗
区块链公司Monad宣布加入万事达卡（Mastercard）的加密合作伙伴计划，旨在将Monad的链上基础设施整合到全球信任支付网络中。
Monad joins Mastercard’s Crypto Partner Program; bringing Monad's onchain infrastructure into a trusted, global payments network.
此次合作预示着加密货币和传统支付巨头之间的深度融合，可能加速全球金融系统向链上迁移的进程，提升区块链技术在大规模支付场景中的应用。
Monad is proud to join Mastercard’s Crypto Partner Program. Bringing Monad's onchain infrastructure into a trusted, global payments network. It's time to move the global financial system onchain. https://t.co/0LVzGKKE9X
@monad ↗
美国国债首次突破39万亿美元，在过去十年中翻了一倍多。
US National Debt $39T.
美国国债总额创下新高，这一显著增长凸显了国家财政面临的长期挑战。在十年内翻倍的趋势预示着未来财政可持续性的潜在压力，并可能对长期利率和经济政策产生影响。
BREAKING...🚨🚨🚨 The US National Debt just crossed above $39 trillion for the first time, more than doubling over the last 10 years. https://t.co/cFZYVuoJP3
@charliebilello ↗
美国租赁市场达到了四年以来最经济实惠的水平。
Most budget-friendly in 4 years.
美国租赁市场的可负担性达到四年来的最佳水平，这对消费者而言是利好消息。这一趋势可能反映了住房供应的改善或需求压力的缓解，从而对整体通胀构成一定的下行压力。
The U.S. rental market has reached its most budget-friendly level in four years. https://t.co/ZqOMsLLH8Y
@presssec ↗
巴西央行自2024年以来首次降息，将关键利率下调了25个基点。
Key interest rate cut by 25bp, first cut since 2024.
巴西中央银行决定降息25个基点，这是自2024年以来的首次行动。这一举措是在经济降温的背景下做出的，尽管中东战争引发了对通胀的担忧，但央行似乎优先考虑支持经济增长。
Brazil’s central bank cut its key interest rate by a quarter-point in the first reduction since 2024, as the economy cools while war in the Middle East raises inflation concerns https://t.co/zCIB9zNy0
@business ↗
NTT全球数据中心计划将其容量翻倍至4吉瓦，以满足人工智能热潮推动的全球数字基础设施需求激增。
Capacity to 4GW.
全球领先的数据中心供应商NTT正大幅扩建其基础设施，以应对人工智能蓬勃发展带来的巨大计算需求。这一投资反映了AI对数据中心能力持续增长的驱动力，也预示着AI技术在更广泛领域应用的硬件基础正在加速构建。
NTT Global Data Centers, the world’s third-largest data center provider outside of China, is working to double its capacity to 4 gigawatts to meet the rising global demand for the critical digital infrastructure amid an AI boom https://t.co/bqlosazTZq
@business ↗
个人正在使用Claude和ChatGPT进行报税，但会计师警告称这可能导致重大错误。
N/A
随着人工智能工具的普及，人们开始尝试利用ChatGPT和Claude等模型进行税务申报。然而，专业会计师对此发出警告，指出使用AI报税存在发生重大错误的风险，强调了在关键财务操作中人工审核的必要性。
People are using Claude and ChatGPT to do their taxes. Accountants warn of the potential for big errors https://t.co/EOc6kRSLTj
@business ↗
Latent Health公司筹集8000万美元，用于开发基于AI的临床推理引擎，而Multiply公司获得950万美元，用于创建AI代理以优化B2B广告活动。
Latent Health $80M, Multiply $9.5M.
AI在医疗和广告技术领域的应用获得显著投资，两家公司共计融资8950万美元。Latent Health专注于通过AI提升医疗诊断和治疗效率，而Multiply则旨在利用AI智能代理彻底改变B2B广告活动的优化方式，显示出AI在不同行业中解决实际问题的潜力。
The incredible team @latent_health raised $80M to help patients get treatment, and unlock scale in healthcare providers with AI. Love working with them. We’re hiring!!! [QT @latent_health: Excited to share that Latent has raised $80M to build the clinical reasoning engine that closes the gap between diagnosis and treatment. This round is co-led by @sparkcapital and @transformcptl, with participation from @Conviction, @MCK_Ventures, @generalcatalyst, and https://t.co/9tlReeVYXJ]
@saranormous ↗
房利美和房地美股价在过去六个月下跌约70%，跌至一年多以来的最低水平。
Shares down ~70% in 6 months, lowest in >1 year.
两家抵押贷款巨头房利美和房地美的股价大幅下跌，投资者对特朗普政府出售更多股份的努力表示怀疑，这反映了市场对其未来前景和政府干预效果的悲观情绪。此次下跌可能对美国住房金融市场产生连锁反应。
Shares of Fannie Mae and Freddie Mac, down about 70% in the last six months, hit their lowest level in more than a year as investors cast doubt on the Trump administration’s efforts to sell more stock in the mortgage-finance giants to the public https://t.co/ZOh8x97i1N
@business ↗
飞利浦曾剥离其共同创立的ASML（现市值5450亿美元）和台积电（现市值1.76万亿美元）以及NXP。如今飞利浦主要专注于医疗设备，并将其品牌授权给其他电子产品。
ASML $545B, TSMC $1.76T.
飞利浦在早期剥离了多家如今市值惊人的半导体巨头，这一历史性的商业决策被视为巨大的“失误”。如今飞利浦的业务重心已转向医疗设备和品牌授权，与过去半导体领域的辉煌形成了鲜明对比，引发了对企业战略和长期价值创造的讨论。
The biggest fumble in business ever might be Philips spinning off ASML, TSMC and NXP Philips co-founded ASML in 1984, then co-founded TSMC in 1987, then they founded NXP They sold each of them for short term profits in the 2000s ASML is now worth $545B TSMC is worth $1.76T NXP
@levelsio ↗
Rocket Lab（$RKLB）获得了美国战争部一份价值1.9亿美元的合同，用于20次“Haste”高超音速测试发射，首次任务预计将在合同签订后数月内进行。
$190M contract, 20 launches.
太空发射服务公司Rocket Lab获得了一项重要的政府合同，这表明其在国防领域的战略地位日益提升。该合同专注于高超音速测试发射，是军事技术前沿的重要组成部分，预示着未来几个月内将有密集的测试活动，并可能带来后续的商业机会。
Rocket Lab $RKLB stock is up a little bit in after hours on this news [QT @faststocknewss: Rocket Lab $RKLB secures $190M contract for 20 Haste hypersonic test launches over four years with the Department of War. First mission expected within months of contract signing.]
@stockmktnewz ↗
霍尔木兹海峡正经历“围困”，船员们面临导弹威胁和GPS干扰，导致航运受限，部分船只滞留。
Missile dodging, GPS jamming, restricted traffic.
中东冲突导致霍尔木兹海峡航运环境急剧恶化，船只和船员面临直接的军事威胁和导航挑战。这一关键航运要道的混乱状态对全球石油和液化天然气运输构成严重阻碍，可能导致供应链中断和能源价格进一步上涨。
Strait of Hormuz Siege Leaves Sailors Dodging Missiles and GPS Jamming
@business ↗
美国国务院将12个国家列入新名单，要求这些国家的公民在申请美国签证时缴纳最高1.5万美元的保证金。
12 countries, up to $15,000 bond.
美国国务院收紧了对部分国家公民的签证政策，引入了高达1.5万美元的保证金要求。此举可能旨在限制非法移民或应对特定安全风险，但同时也会给受影响国家的公民带来额外的经济负担，可能引发外交反弹。
The State Department says it is adding 12 countries to an expanding list of nations whose citizens must post bonds of up to $15,000 to apply for U.S. visas. https://t.co/DIeWXRFRaL
@newshour ↗
印度命令国内所有石油和天然气公司分享其进出口数据。
N/A
印度政府实施新的能源政策，要求国内石油和天然气公司公开进出口数据。此举可能旨在提高能源市场的透明度，加强政府对关键能源资源的监管和战略规划，尤其是在全球能源供应紧张和价格波动的背景下。
India orders oil, gas firms to share import, export data https://t.co/3MizbMyM21
@reutersasia ↗
区块链平台Monad已正式加入万事达卡的加密合作伙伴计划。
Partnership.
区块链平台Monad与全球支付巨头万事达卡建立合作关系，标志着主流金融服务对加密货币基础设施的进一步采纳。此举旨在将Monad的链上基础设施整合到受信任的全球支付网络中，预示着加密技术在促进全球金融系统转型方面的潜力。
Monad is proud to join Mastercard’s Crypto Partner Program. Bringing Monad's onchain infrastructure into a trusted, global payments network. It's time to move the global financial system onchain. https://t.co/0LVzGKKE9X
@monad ↗
在美国商务部长Howard Lutnick将其Cantor Fitzgerald股权出售给子女信托后，其中一个信托从稳定币发行商Tether获得了贷款。
Tether loan.
这一事件揭示了加密货币公司Tether与美国高层政府官员家庭财务之间的联系，引发了对金融透明度、伦理规范以及稳定币在传统金融领域日益增长影响力的关注。此交易是在遵守道德规则的背景下发生的，但其性质仍可能导致公众审视。
To comply with ethics rules, US Commerce Secretary Howard Lutnick sold his stake in Cantor Fitzgerald to trusts benefiting his children. At about the same time, one trust got a loan from Tether, the stablecoin issuer.
@business ↗
预测市场正面临来自州官员日益强烈的法律阻力，包括诉讼和停发令。
Legal pushback.
预测市场作为加密货币领域的一个新兴分支，其迅速扩张正遭遇来自美国州政府日益积极的法律挑战。这些诉讼和停发令反映了监管机构对这类市场可能带来的风险，如赌博法规、消费者保护和市场操纵的担忧，预示着行业未来可能面临更严格的监管环境。
The rapid expansion of prediction markets is facing increasingly aggressive pushback from state officials pursuing a sprawling patchwork of lawsuits and cease-and-desist orders.
@business ↗