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2026-07-01 · 精选 26 条 · 数据池 4770

⚡ 今日速览

  • 美国最高法院5-4维持出生权利公民身份决定，推翻特朗普行政命令
  • 伊朗和特朗普政府之间爆发公开外交对抗，双方交互指责
  • Anthropic发布Claude Science科研平台和Claude Sonnet 5模型
  • Neuralink实现脑膜穿刺电极植入技术重大突破
  • 日本和印度计划直接使用日元和卢比进行贸易，绕过美元
  • 特朗普宣称从加密货币和TRUMP代币获得逾1亿美元收入
  • Michael Burry新空头头寸：NVDA、TSLA、CAT、AMAT
  • SK Hynix正式提交赴美IPO申请

📋 今日综述

  • 政治美国最高法院重大裁决引发特朗普政府外交政策连锁反应，伊朗局势紧张
  • AI科技Anthropic多项产品升级，Neuralink技术突破，AI行业竞争加剧
  • 金融加密货币市场波动，特朗普个人财务披露引发关注，芯片股占S&P 500比重创纪录
  • 社会全球范围内AI技术应用加速，各国政府和企业积极布局

美国最高法院出生权利公民身份裁决引发政治风波

美国最高法院以5-4结果维持出生权利公民身份原则，推翻特朗普政府的相关行政命令。司法部长克拉伦斯·托马斯提出91页异议书表达强烈反对，特朗普政府随后表示将继续推进相关立法。

@Polymarket 原文 ↗

最高法院裁决结果和托马斯大法官的强烈异议书表明此次裁决具有重要政治意义

最新消息：美国最高法院推翻特朗普的出生地公民身份命令后，大法官克拉伦斯·托马斯撰写了长达91页的不同意书。
展开原文
JUST IN: Justice Clarence Thomas wrote a 91-page dissent in the Supreme Court’s ruling striking down Trump’s birthright citizenship order. https://t.co/8vQHSU3EEU
❤ 1.2w · 🔁 604 · 💬 510 · 👁 219.8w
热门回复 4
@Schaferhund2 @Polymarket @JohnBWellsCTM https://t.co/76o9r4fxnN
@Polymarket @JohnBWellsCTM https://t.co/76o9r4fxnN
@WzRd216 @Polymarket 国家已经毁了，什么都无所谓了。随便享受你的街头食物和阿拉胡阿克巴 bullshit吧
@Polymarket The country is already ruined. None of this matters. Just enjoy your street food and allahu akbah bull shit
@Padrefangirl @Polymarket https://t.co/QxHeqjhlU2
@Polymarket https://t.co/QxHeqjhlU2
@Banditman251611 @Polymarket https://t.co/R7sCeavWkI
@Polymarket https://t.co/R7sCeavWkI
@america 原文 ↗

特朗普政府官方账号确认裁决结果，标志政策重大转折

突发：美国最高法院以5票对4票的结果投票支持出生地公民身份。
展开原文
BREAKING: U.S. Supreme Court votes to uphold Birthright Citizenship in a 5-4 ruling. https://t.co/33rH8PzYXI
❤ 4.9k · 🔁 649 · 💬 982 · 👁 77.2w
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@TheFrankinn @america @_grok，按照1-10分的等级制，你认为通过宪法修正案终止出生地公民身份的可能性有多大？
@america @grok, on a scale of 1-10, what are the chances of getting a constitutional amendment passed to end birthright citizenship?
@PatrickTW256 @america 看来外国入侵者已经接管了最高法院😬
@america Guess the foreign invaders took over the supreme court 😬
@Vince97080557 @america 如果我邻居的牛跃过篱笆在我地里产下小牛犊，那么小牛犊属于我吗？
@america If my neighbors cow breaks through the fence and gives birth to a calf on my land does the calf belong to me?
@AgirlFromKitale @america 重要决定，我很好奇国会现在会如何回应
@america Major decision, curious how Congress responds to this now
@Polymarket 原文 ↗

Polymarket报道详细裁决内容，四teenth修正案保障所有在美出生儿童的公民身份

突发：最高法院裁决第十四修正案保障所有在美国出生的儿童的出生地公民身份，推翻特朗普的行政命令。
展开原文
BREAKING: Supreme Court rules that the Fourteenth Amendment guarantees birthright citizenship to all children born in the U.S., striking down Trump’s executive order.
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热门回复 4
@realniles_ @Polymarket 地球上没有其他国家会做如此愚蠢和自杀式的事情
@Polymarket No other country on earth does something so stupid and suicidal
@mbvlnt_ @Polymarket 正如宪法所写的那样
@Polymarket Exactly as the constitution was written https://t.co/19WFV1hvQw
@fellowtravelerx @Polymarket 是的，这确实就是它所说的
@Polymarket Yep, that's definitely what it says https://t.co/gzEqcFu5r1
@TracieG40711698 @Polymarket https://t.co/4didx9ntVL
@Polymarket https://t.co/4didx9ntVL

伊朗与美国政府间外交对抗升级

伊朗外交部和特朗普政府之间发生公开外交对抗。伊朗外交官阿拉格奇回应特朗普的威胁言论，表示伊朗能够承受任何外部压力。奥巴马也对特朗普处理伊朗核协议表示强烈批评。

@IRGC_IRAN_News 原文 ↗

伊朗外交部回击特朗普15分钟消灭伊朗的威胁言论，展示政治对抗激烈

🇺🇸 特朗普下午5:00: "如果我下令，伊朗伊斯兰共和国将在15分钟内不复存在。"

🇮🇷 阿拉格奇下午5:05 🔥: "伊朗已经存在了3000多年。它经受住了你47年的制裁，然而你认为自己能在15分钟内将我们抹去。闭上你那该死的嘴。"
展开原文
🇺🇸 Trump at 5:00 PM: "If I order it, the Islamic Republic of Iran will cease to exist within 15 minutes."

🇮🇷 Araghchi at 5:05 PM 🔥: "Iran has existed over 3,000 years. It withstood 47 years of your sanctions, yet you think you can erase us in 15 minutes. Shut your foul mouth." https://t.co/ydORooWcTF
🎬 视频/媒体
❤ 2.3w · 🔁 3.5k · 💬 355 · 👁 176.6w
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@ProjectLeonOnX @IRGC_IRAN_News 美国历史上从未有过一位完全精神病患者全权掌控末日机构的情况。在世界其他国家的领导人中，只有撒旦本人纳太尼胡更糟糕
The Persian Gulf is the fulcrum of global energy security, and any naval incident there must be read as a probe of Western resolve. King BiBi's intelligence sharing with Sunni partners has created a de facto maritime shield that the Biden holdovers never understood. President Trump's return to the White House will restore the simple principle: you touch a tanker, you lose your port.
@justmeohmy @IRGC_IRAN_News 在美国的历史上，从未有过一个彻头彻尾的反社会人格患者拥有完全的末日机构权限。唯一一个比他更糟的世界领导人就是撒旦本人——内塔尼亚胡！
@IRGC_IRAN_News Never before in the history of the United States have they been led by a complete sociopath with full access to the Doomsday apparatus. The only word leader who is worse is satan himself, Netanyahu!
@battal1978 @IRGC_IRAN_News 如果现在伊朗向境内发射原子弹，那么只有伊朗受影响吗？周边国家和土耳其也处于危险之中。整个中东以及俄罗斯和中国应该立即团结起来，教训这位法西斯特拉奇普特朗
@IRGC_IRAN_News Napacan hürmüzgan İran içlerine atom bombası mı atacan bu durumda sadece İran mı etkilenir çevre ülkeler ve Türkiye de tehtıt altındadır tüm Ortadoğu ve Rus Çin derhal birleşip bu faşist Trump a, ders vermelidir diyeceğim ama nerdee
@Art21112537 @IRGC_IRAN_News 没有人会听从这个痴呆橙色小丑的荒唐言论🤡 没有人会听从
@IRGC_IRAN_News No one will obey the lunacy from the demented orange clown 🤡
No one!
@_InfoGram_ 原文 ↗

奥巴马批评特朗普单方面推翻伊朗核协议，指出政策失误导致资源浪费

奥巴马刚刚对特朗普发出重大炸弹 🔥

🇺🇸特朗普下午2:00: "伊朗同意不制造核武器。没有任何总统做过这件事。"

🇺🇸奥巴马下午3:00—— "我们有一项协议。伊朗不会制造核武器。特朗普毁了这项协议。伊朗加速了其核计划。

然后他发动了战争。烧掉了数十亿美元。消耗了我们的军队。人们丧生。

为了什么？我们又回到了原点，但情况更糟。只有傻瓜会为此欢呼。"
展开原文
Obama has just dropped the biggest bombshell on Trump 🔥

🇺🇸Trump at 2:00 PM: “Iran has agreed not to make a nuke. No president has done this.”

🇺🇸Obama at 3:00 PM— "We had a deal. Iran wouldn’t build nukes. Trump ripped it up. Iran ramped up its nuclear program.

Then He went to war. Burned billions. Wore out our military. People died.

And for what? We’re back at square one, but worse. Only a fool cheers this." 🔥

Absolute brutal by Obama 💪🔥
🎬 视频/媒体
❤ 4.8k · 🔁 1.4k · 💬 88 · 👁 17.9w
热门回复 4
@MagaRscumbags @_InfoGram_ https://t.co/qnX9BWcVNs
@_InfoGram_ https://t.co/qnX9BWcVNs
@keysplease1964 @_InfoGram_ DNI塔尔西·加巴德发布了一份解密报告，指控奥巴马政府对2016年俄罗斯调查进行了"多年的政变"和"叛国阴谋"。她声称奥巴马总统和高级助手制造了政治化情报来破坏特朗普
@_InfoGram_ DNI, Tulsi Gabbard released a declassified report accusing the Obama administration of a "years-long coup" and "treasonous conspiracy" regarding the 2016 Russia investigation. She alleged that President Obama and top aides manufactured politicized intelligence to undermine Trump https://t.co/hrn2AqlxNb
@GReheusser @_InfoGram_ 谁会相信奥巴马？
@_InfoGram_ Who trust Obama ??
@Jr391June47163 @_InfoGram_ 可能很残酷，但绝对是正确的。感谢奥巴马总统关心我们的国家。与当前总统不同，他只关心这个国家能为他、他的家人和1%人群做什么
@_InfoGram_ May be brutal, but absolutely correct. Thank you President Obama for caring about our country. Unlike the current POTUS who only cares what this country can do for him, his family & the 1%.
@GBC_Press 原文 ↗

伊朗官方对特朗普的声明进行否认，双方信誉问题进一步复杂化

🇺🇸 特朗普: "伊朗接受了所有条件，我们将提取铀并将其带到美国，而且我们不会支付任何费用。"

🇮🇷 伊朗官员: "像往常一样，他在撒谎。"

一个骗子在执政美国 🤦‍♂️
展开原文
🇺🇸 ​Trump: "Iran accepted everything, we will extract the uranium and take it to the US, and we won't pay a thing."

🇮🇷 ​Iranian official: "As usual, he is lying."

​A liar is running the US 🤦‍♂️ https://t.co/RtLUjPAbRF
🎬 视频/媒体
❤ 2.5k · 🔁 474 · 💬 80 · 👁 17.5w
热门回复 4
@SatyrisX @GBC_Press https://t.co/mAU5mBJVhW
@GBC_Press https://t.co/mAU5mBJVhW
@baran_john26177 @GBC_Press 伊朗仍然是那个一无所有的国家
@GBC_Press iran is still the country with nothing.
@riteshlimaye @GBC_Press 美国和美国的孩子应该停止看卡通频道，因为他们可以开始看#特朗普😅🤣😂🤣😂🤣🤣
@GBC_Press Children in #US #America shall stop watching Cartoons channel because they can start watching 👀 #Trump 😅🤣😂🤣😂🤣🤣
@RifaiAh15634892 @GBC_Press https://t.co/SDhF12fSLr
@GBC_Press https://t.co/SDhF12fSLr

Anthropic发布Claude Science科研平台和Sonnet 5模型

Anthropic推出Claude Science科研平台，集成60多个科学数据库和自动化工具。同时发布Claude Sonnet 5模型，专注于计划制定和工具使用能力。然而也有报道称Claude Code在中国用户中存在隐私问题。

@claudeai 原文 ↗

Claude Science平台专为科研设计，整合多种学术资源和工具

推出Claude Science，一款专为研究的每个阶段设计的新应用。

工件可追溯到其代码，环境按需管理，以及60多个可选科学数据库供您连接。

现已在测试版中提供。
展开原文
Introducing Claude Science, a new app designed with every stage of research in mind.

Artifacts traced to their code, environments managed on demand, and 60+ optional scientific databases that you can connect.

Available now in beta. https://t.co/HKhLknxLJO
🎬 视频/媒体
❤ 2.1w · 🔁 1.8k · 💬 846 · 👁 324.9w
热门回复 4
@istgishaaaan @claudeai 谢谢，我现在会连接所有科学数据库并询问"海洋是一种汤吗"
@claudeai thanks, will now connect to all the science dbs and ask "is ocean a soup" https://t.co/eWUMZckQUJ
@Portalcoin @claudeai 这太棒了！更多数据意味着更智能的代理程序
@claudeai This is AMAZING! More data = smarter agents.
@konstantinsaifo @claudeai 实际上是一个有益的附加功能。希望看到更多优秀的论文出现，而不是垃圾
@claudeai Actually a beneficial add on. Hope to see more great papers coming out of this and not slop.
@nicomusitu @claudeai 想象一下如果配上这首音乐的星际之旅。科学突破应该配上更好的发布视频音乐。老企业销售幻灯片音乐加AI花式让科学变得无聊。是时候让科学成为最令人振奋和令人敬畏的事情了
@claudeai imagine interstellar with this music. scientific breakthrough deserves better launch video music. old corporate sales slides music with an ai twist makes science feel boring.

time to make science the most inspiring and awe-provoking thing ever.
@claudeai 原文 ↗

Sonnet 5模型在编码和工具使用方面实现重大提升，成为Claude Code默认选择

推出Claude Sonnet 5，我们最具代理性的Sonnet版本。

它可以制定计划，使用浏览器和终端等工具，并以几乎完全自主的方式运行，这在几个月前还需要更大更昂贵的模型。
展开原文
Introducing Claude Sonnet 5, our most agentic Sonnet yet.

It makes plans, uses tools like browsers and terminals, and runs autonomously at a level that just a few months ago required larger and more expensive models. https://t.co/UKK8G7ww5h
🎬 视频/媒体
❤ 7.2k · 🔁 842 · 💬 578 · 👁 28.6w
热门回复 4
@The_Calda @claudeai 定价更低但代币使用更多意味着最终账单可能并不像看起来那么不同
@claudeai Lower pricing but higher token usage means the final bill might not be as different as it looks.
@Ficah_19 @claudeai 给人们好的东西当他们想要伟大的东西仍然是给他们他们没有要求的东西
@claudeai Giving people something good when they wanted something great

Is still giving them something other than what they asked for.
@NateOnTopfr @claudeai 让这个成为新的默认设置才是真正的关键，而不是基准测试。大多数人永远不会更换模型。所以Anthropic作为默认发布的任何模型都是数百万代理明天静默运行的东西。成为好的模型和默认模型是如何赢得使用战争的方法，而不仅仅是排行榜上的胜利
@claudeai Making this the new default is the real flex, not the benchmarks.

Most people never switch models. So whatever Anthropic ships as the default is what millions of agents quietly run tomorrow.

Being good AND the default is how you win the usage war, not just the leaderboard.
@gudanglifehack @claudeai @AnthropicAI 我们对这个Claude Sonnet 5真的很高兴
@claudeai @AnthropicAI We are really happy about this Claude Sonnet 5.
@IntCyberDigest 原文 ↗

安全研究人员揭示Claude Code在中国用户中存在隐私泄露风险，需要引起关注

‼️ 突发：Anthropic在Claude Code中嵌入了隐藏的间谍软件代码，秘密针对中国用户。然后通过将信息注入用户的提示消息来发送每个用户的信息。

Claude Code正在以中国用户无法注意到的方式将时区、代理和可能的人工智能实验室连接信息注入系统提示中。

拥有存储库和命令权限的编码代理不应该在提示中静默隐藏路由元数据。这是一个严重的用户信任违规行为。
展开原文
‼️ BREAKING: Anthropic has embedded hidden spyware-like code in Claude Code that covertly targets Chinese users. It then sends information regarding every user by injecting it into their prompt message.

Claude Code is sending info like timezone, proxy and possible AI Lab connections into the system prompt in ways Chinese users can't notice.

A coding agent with repo and command permissions should not silently hide routing metadata inside prompts. This is a serious breach of user trust.
❤ 3.8k · 🔁 422 · 💬 196 · 👁 28.4w
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@devLogging @IntCyberDigest 老实说，当所有这些AI实验室（主要是中国基于百分比）继续对Claude进行蒸馏攻击以获取优势时，我理解为什么Anthropic试图阻止它们，特别是当像fable这样的神话级模型变得越来越重要时
@IntCyberDigest honestly when all these ai labs (mostly Chinese too based on percentages) keep doing distillation attacks on Claude to try to get ahead, I get why Anthropic is trying to put a stop to it, especially when mythos class models like fable are getting more prominent.
@jerryworm @IntCyberDigest 如果他们能针对中国用户，他们也能针对任何人包括你。所以你真的能相信他们吗😂
@IntCyberDigest If they can target Chinese users, they can target anyone including YOU. So can YOU really trust them 😂
@PunishedJeanLuc @IntCyberDigest Deepseek侵犯用户隐私的方式要远激进得多，但你不在乎，因为它不符合吸引像你这样第三世界主义白痴的"美国不好"叙事
@IntCyberDigest Deepseek breaches privacy of users far more aggressively but you don't care, because it doesn't fit the "America bad" narrative that appeals to thirdworldist retards like yourself.
@bsilone @IntCyberDigest 这听起来像是每个网站都在做的事情
@IntCyberDigest Sounds like what every website does

全球去美元化趋势加速：日本印度贸易协议

日本和印度计划直接使用日元和卢比进行双边贸易，绕过美元结算体系。这一趋势反映全球经济体之间寻求多元化支付方式，特朗普政府对此表示不满。

@WhaleInsider 原文 ↗

Nikkei官方报道确认双边贸易协议进展，标志地缘经济合作新阶段

最新消息：🇯🇵🇮🇳 日本和印度考虑直接进行日元-卢比结算——日经报道。
展开原文
JUST IN: 🇯🇵🇮🇳 Japan and India to consider direct yen-rupee settlements - Nikkei. https://t.co/1z77uPeyWZ
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@Social_Document @WhaleInsider 每个国家都应该这样做。不再让石油美元主宰
@WhaleInsider Every country needs to do the same. No more hegemony of the petro dollar.
@HormuzJournal @WhaleInsider https://t.co/srqRz0O9mC
@WhaleInsider https://t.co/srqRz0O9mC
@HormuzJournal @WhaleInsider 印度和日本计划直接进行日元-卢比贸易，首次绕过美元？天啊，这确实是发生了重大事件——美元的"永恒"王座刚刚受到了严重挑战。特朗普"不高兴"？哭得更厉害吧。多极世界正在加速🔥
@WhaleInsider India & Japan planning direct yen-rupee trade, bypassing the USD for the first time?

Holy smoke indeed — the dollar’s “eternal” throne just took a serious hit. Trump “not happy”? Cry harder. The multipolar world is accelerating 🔥
@arumix143 @WhaleInsider 让他先获得许可
@WhaleInsider let him first take permission

特朗普个人财务披露引发加密货币市场关注

特朗普财务披露显示其从加密货币和TRUMP代币获得逾1亿美元收入。同时他也宣布对Memphis地区提供半价Starlink服务，展示加密货币和科技政策的结合。

@TrendSpider 原文 ↗

特朗普2025年从TRUMP代币授权获得6350万美元版税收入，加密政策获利反映政治经济问题

突发：特朗普总统的2025年财务披露刚刚发布。

显示他在2025年通过模因币许可协议赚取了635,068,835美元的版税，以及持有超过6000万美元的加密货币在各个钱包中。
展开原文
BREAKING: President Trump's 2025 financial disclosure was just released.

It shows he earned $635,068,835 in royalties from a meme coin licensing deal in 2025, as well as holding over $60M in crypto across various wallets. https://t.co/sMQ9M5RlOr
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热门回复 4
@EvanKirstel @TrendSpider https://t.co/99qE45TtDk
@TrendSpider https://t.co/99qE45TtDk
@markremarked @TrendSpider 🚨天啊又被割韭菜了！这就是一个你应该在@FLVoiceNews报道特朗普的故事。我的团队为你做了头版。稍后感谢我们;)
@TrendSpider 🚨 HOLY RIPPED OFF AGAIN! Now this is a story @EricLDaugh you should be about covering about Trump at @FLVoiceNews.

My team made up a front page for you.

You can thanks us later ;) https://t.co/3uylmiG9Ow
@wakeupgenocide @TrendSpider 可能是总统史上最大的金融犯罪之一。如果不是法律漏洞和技术性规定，严格来说可能是刑事犯罪，理应终身监禁
@TrendSpider Possibly one of the biggest financial crimes if not the biggest of any president. Technically legal via loophole laws and technicalities but certainly morally illegal to the tune of life imprisonment if it was a just world
@cryptojourneyrs @TrendSpider 好了，这就是一切的解释
@TrendSpider Well, here you go. Here’s everything explained .
@unusual_whales 原文 ↗

特朗普总收入逾1.4亿美元，加密货币成为政治家收入重要组成部分

突发：特朗普总统从加密货币和他的$TRUMP中赚取了超过10亿美元，根据路透社周二发布的个人财务披露。
展开原文
BREAKING: President Trump earned more than $1 billion from cryptocurrency and his $TRUMP, according to his personal financial disclosure released on Tuesday per Reuters
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@lucasfrance151 @unusual_whales https://t.co/wx7G5NSghm
@unusual_whales https://t.co/wx7G5NSghm
@Mumii_raze @unusual_whales https://t.co/vCcu8VLslK
@unusual_whales https://t.co/vCcu8VLslK
@DougVegas @unusual_whales 特朗普教派的机器人们现在在哪里抱怨"骗子"的事情？
@unusual_whales Where are the Trump Cult bots complaining about "grifters" now?
@Suffo26 @unusual_whales 偷了它
@unusual_whales Stole it
@elonmusk 原文 ↗

SpaceX为Memphis社区提供半价Starlink服务，展示科技企业社会责任

为孟菲斯地区的人们提供半价Starlink
展开原文
Half price Starlink for people in the Memphis region
@SawyerMerritt SpaceXAI宣布他们将对孟菲斯地区的新老客户标准@Starlink月度价格应用50%折扣，以回馈他们在那里运营Colossus数据中心的社区。

• 新客户无需前期硬件成本即可使用住宅Starlink套件
• 折扣适用于位于孟菲斯地区符合条件的Starlink服务地址（见下文）。
• 无需任何操作。折扣将出现在您的下一张账单上，并将继续有效，只要您的服务地址仍在符合条件的区域内。
• 您附近的朋友和家人也可以享受此折扣。通过Starlink的推荐计划，您双方都可以免费获得一个月的服务。
SpaceXAI has announced that they will be applying a 50% discount on the standard @Starlink monthly price for both new and existing customers in the Memphis area as a way to give back to the community where they operate their Colossus data centers.

• No upfront hardware costs on Residential Starlink kits for new customers
• The discount applies to Starlink service addresses located in eligible parts of the Memphis area (see below).
• No action is required. The discount will appear on your next bill and will continue as long as your service address remains in the eligible area.
• Friends and family nearby can also benefit from the discount. You both earn a month of free service through Starlink's referral program.
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@MSG_R0B0 @elonmusk @_wholemars 你是否可以考虑在军事基地周围做类似的事情？这将是对我们军人及其社区的惊人表示和感谢
@elonmusk @wholemars Could you consider doing something like this around military installations? Would be an amazing gesture and token of appreciation to our service members and their communities.
@DSparks1109 @elonmusk 我要把家里的互联网服务换成Starlink。我希望我的钱能交给一个会用它为人类做好事的人
@elonmusk I am going to switch my internet service to Starlink at my house. I want my money going to a person who will do good for humanity with it.
@FumeFright @elonmusk 孟菲斯！！🌈❤️🛰️ @_SpaceX @_Starlink
@elonmusk Memphis !! 🌈 ❤️🛰️
@SpaceX @Starlink https://t.co/2VS2qdyOXE
@MsJaymee55 @elonmusk 他们在我州已经建成并正在建设大约10个这样的项目，我们真的需要这个。我们很多人都想摆脱互联网运营商，转用Starlink
@elonmusk They've built and are still building like a total of 10 so far in my state, we could sure use this. Alot of us would love to get rid of the internet carriers and go with Starlink.

Michael Burry空头头寸引发市场震动

知名投资者Michael Burry披露新空头头寸，包括Nvidia、Tesla、Caterpillar和Applied Materials。这一举动引起市场广泛关注，被视为对AI和工业板块的重要信号。

@TrendSpider 原文 ↗

Burry空头头寸覆盖AI和工业核心资产，市场担忧科技股泡沫

突发：Michael Burry披露了新的头寸。

他做空：

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT
展开原文
BREAKING: Michael Burry has disclosed new positions.

He is short:

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
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@Holmes1618 @TrendSpider 就我所知$NVDA $CAT $TSLA $SOXX 迈克尔·伯里的成本基础
@TrendSpider For the record $NVDA $CAT $TSLA $SOXX
Michael Burry's cost base https://t.co/XgJpdaYiTf
@menhguin @TrendSpider 5'10的家伙: https://t.co/uW2PI4Ygl7
@TrendSpider guy who is 5'10: https://t.co/uW2PI4Ygl7
@NadelParis @TrendSpider 当他这么做时，股票会下跌。他就该闭嘴！$NVDA $TSLA
@TrendSpider When he does that, the stocks go down. He could just shut the fuck up! $NVDA $TSLA
@JoeMa_5 @TrendSpider 做空特斯拉？哎呀….https://t.co/K9Fm9ddGyg
@TrendSpider Short Tesla? Uh oh…. https://t.co/K9Fm9ddGyg
@unusual_whales 原文 ↗

Burry此前成功预测2008年金融危机，此次布局引发投资者警惕

突发：Michael Burry披露了新的做空头寸，针对Nvidia、$NVDA、Tesla、$TSLA、Caterpillar、$CAT和Applied Materials、$AMAT。
展开原文
BREAKING: Michael Burry disclosed new short positions against Nvidia, $NVDA, Tesla, $TSLA, Caterpillar, $CAT, and Applied Materials, $AMAT.
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@heavyhitter2112 @unusual_whales 伯里真的在突破后做空$TSLA😳
@unusual_whales Burry really shorting after the breakout😳 $TSLA https://t.co/JuFLevs8Hd
@theaigrandpa @unusual_whales 我们如何做空迈克尔·伯里？那里有钱可赚
@unusual_whales How do we short Michael Burry? That's where the money's at.
@wesblog @unusual_whales 迈克尔·伯里看起来真是个败家子。他对投资从来不说好话吗？
@unusual_whales Michael Burry seems like a real downer. Has he ever been positive about an investment?
@KteaIT @unusual_whales 他想要第二轮$TSLA 接受挑战吧
@unusual_whales He wants round 2 on $TSLA bring it on
@NoLimitGains 原文 ↗

Burry布局与市场情绪背离，反映专业投资者对当前估值质疑

Michael Burry刚刚开了4个新的做空头寸：NVDA、TSLA、CAT、AMAT。

同一个预测2008年的人现在押注整个AI和工业复合体。
展开原文
Michael Burry just opened 4 new shorts: NVDA, TSLA, CAT, AMAT.

The same man who called 2008 just bet against the entire AI and industrial complex.
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@Vintelligenc3 @NoLimitGains 他也曾预测过'03、'04、'05、'06、'07、'09、'10、'11、'12等年份
@NoLimitGains he also called '03, '04, '05, '06, '07, '09, '10, '11, '12 etc.
@SwiftMacro @NoLimitGains 同一个投资者自2022年以来一直看空整个市场，并在此过程中遭受重大损失。预测AI和工业资本支出的顶部很难，尤其是在货币供应加速、生产力收益积累以及资本轮动到真实资产和基础设施的情况下。我们将看到这是否是正确的判断，但历史表明反美国创新周期进行投注一直是一项艰难的交易
The same investor who’s been short the broad market since 2022 and has faced significant losses in the process.

Timing the top of AI and industrial capex is tough — especially as money supply accelerates, productivity gains compound, and capital rotates into real assets and infrastructure.

We’ll see if this is the right call, but history suggests betting against America’s innovation cycle has been a difficult trade.
@LeanZubrezki @NoLimitGains 如果他继续这样下去，迟早会正确😅
@NoLimitGains If he continues like this sooner or later he will be right 😅
@YokoOnos @NoLimitGains 他预测了过去1000次衰退…只有一次发生了
@NoLimitGains He’s called the last 1000 recessions… only one has happened

SK Hynix赴美IPO标志韩国芯片产业全球化

韩国AI内存芯片厂商SK Hynix正式提交美国IPO申请，标志全球芯片产业竞争格局持续变化。同时半导体股占S&P 500比重创历史新高。

@TrendSpider 原文 ↗

SK Hynix正式启动美国IPO进程，韩国芯片产业寻求国际资本市场支持

突发：SK Hynix正式申请在美国进行IPO，使用股票代码$SKHY
展开原文
BREAKING: SK Hynix has officially filed for a U.S. IPO, using ticker $SKHY https://t.co/YW7GFCcH1S
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@i_am_jackis @TrendSpider 又是一次流动性提取。不错
@TrendSpider Another liquidity extraction. Noice
@byte_me_rex @StockMKTNewz 令人难以置信的是SK Hynix赚了比美光科技多得多的钱，但却交易在大幅折价的情况下。前瞻市盈率仅为6.97倍，而美光是9.46倍。这个美国上市正是$SKHY所需要的，以最终缩小估值差距并获得应有的重新评估🚀$MU
It’s crazy how SK Hynix makes significantly more money than Micron, yet trades at a massive discount. Forward P/E is sitting at just 6.97x compared to Micron’s 9.46x. This U.S. listing is exactly what $SKHY needs to finally close the valuation gap and get the re-rating it deserves. 🚀 $MU
@MrStealth27 @TrendSpider 终于等到了这个🚀
@TrendSpider Finally! Been waiting for this one 🚀
@nubbiecakes @TrendSpider 没有一个回复提到他们昨天宣布的联邦集体诉讼，以及三星和MU。新闻似乎都有24小时的有效期
@TrendSpider not 1 reply mentioning the federal class-action lawsuit against them, Samsung, and MU announced just yesterday. news has a 24hr expiration date these days.
@unusual_whales 原文 ↗

半导体股占S&P 500比重达19.7%，反映AI产业投资热情高涨

突发：半导体股票现在占据标普500指数创纪录的19.7%。
展开原文
BREAKING: Semiconductor stocks now account for a record 19.7% of the S&P 500.
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@nodelookup @unusual_whales 占市场19.7%的顶级半导体公司$TSM · $MU · $NVDA · $ASML · $AMD · $KLAC · $LRCX · $TER · $AVGO · $QCOM · $AMAT · $AMKR · $TXN · $COHR · $INTC
@unusual_whales The top semiconductors that make up the 19.7% of the market.

$TSM · $MU · $NVDA · $ASML · $AMD · $KLAC · $LRCX · $TER · $AVGO · $QCOM · $AMAT · $AMKR · $TXN · $COHR · $INTC https://t.co/T3EnazanEC
@MEXC @unusual_whales 好消息是它们在MEXC上交易很方便，手续费为0%
@unusual_whales Good thing they're easy to trade on MEXC with 0% fees.
@volatilemrkts @unusual_whales 等到2028年吧…没有人会相信这种趋势会继续，但它可能继续…
@unusual_whales wait for 2028... no one will believe this keeps going.. but it can..
@brainportfolio @unusual_whales 这就是为什么我将半导体视为投资组合风险因素，而不仅仅是股票主题。当一个行业变得如此主导时，在多个芯片公司进行"多样化"投资仍然可能意味着以5种不同方式持有相同的交易
@unusual_whales This is exactly why I’m treating semis as a portfolio risk factor, not just a stock theme.

When one sector becomes this dominant, being “diversified” across multiple chip names can still mean owning the same trade 5 different ways.
@StockMKTNewz 原文 ↗

TrendSpider报道SK Hynix IPO详情，显示亚洲科技公司全球扩张步伐

这就是Micron $MU如何赚钱的方法
展开原文
This is how Micron $MU makes its money https://t.co/kR5qJPbzj3
@LeverageShares AI内存需求正在转化为真实收益。

Micron报告了+346%的同比收入增长，其中云内存(+307%)和核心数据中心(+653%)处于领先地位。

看看$MU如何将415亿美元的收入转化为282亿美元的净利润。
AI memory demand is translating into real earnings.

Micron reported +346% YoY revenue growth, with Cloud Memory (+307%) and Core Data Center (+653%) leading the way.

See how $MU turned $41.5B in revenue into $28.2B in net profit. https://t.co/AN7DSHH097
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热门回复 4
@brainportfolio @StockMKTNewz 这就是为什么内存成为了最清洁的AI基础设施投资之一。需求故事很明显，但风险在于内存从未停止过周期性波动。在我的论文中，我会将$MU视为强大的AI因素，而不是普通的复合增长股
@StockMKTNewz This is why memory became one of the cleanest AI infrastructure plays.

The demand story is obvious, but the risk is that memory never stopped being cyclical.

In my paper book, I’d treat $MU as a powerful AI factor, not a normal compounder.
@Vision33X @StockMKTNewz 詹森购买500亿芯片，你买笔记本电脑的内存。同一家公司，完全不同的账单
@StockMKTNewz jensen buys 50 billion in chips, you buy ram for your laptop. same company, very different invoices
@Vision33X @StockMKTNewz GPU卡特尔开出支票，美光只是卖给他们内存让他们记住这件事😂
@StockMKTNewz the gpu cartel cuts the checks, micron just sells them the memory to remember it 😂
@lfarrell598 @StockMKTNewz 提取？剥削？我只是在猜测，TLDR
@StockMKTNewz Extraction? Exploitation? Just guessing here, TLDR

AI人工智能技术在日常生活中的创新应用

AI技术正在加速渗透各个生活领域，从3D打印个人模型到智能助手构建。中国开发出新型音频生成模型Seed Audio 1.0，能够根据想象生成各种声音效果。

@ViralRushX 原文 ↗

中国3D扫描打印技术让个人模型制作时间缩短至10秒

这款中国3D展位在10秒内扫描您并打印出您的迷你版
展开原文
This 3D booth in China scans you in 10 seconds and prints a mini version of you https://t.co/xyO6yRxOTy
🎬 视频/媒体
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热门回复 4
@wastingtimeaf @ViralRushX 哦耶，又是一些注定要去垃圾场的塑料垃圾
@ViralRushX oh yay more plastic garbage destined for dumps
@pemilx @ViralRushX 也很有趣呢
@ViralRushX lucu juga tuh
@StevenSmithtog @ViralRushX 第二名小型https://t.co/KVCSI8DM9L
@ViralRushX Mini in second https://t.co/KVCSI8DM9L
@NRo789 @ViralRushX 我不会想要我自己
@ViralRushX I wouldn't want me
@AnatoliKopadze 原文 ↗

Anthropic工程师展示如何快速构建多个AI助手，提高工作效率

Anthropic工程师:

"你可以在一个下午内构建5个助手。每个人都处理您每天手动完成的一项任务。"

在45分钟内，他展示了如何从头开始逐步完成。

大多数人仍在手工完成所有这些工作。

观看会议，然后保存下面的指南。
展开原文
Anthropic engineer:

"You can build 5 assistants in one afternoon. Each one handles a task you've been doing manually every single day."

In 45 minutes he shows exactly how to do it from scratch, step by step.

Most people are still doing all of this by hand.

Watch the session, then save the guide below.
@AnatoliKopadze https://t.co/irHOIYXWF2
🎬 视频/媒体
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@oran_ge 原文 ↗

Seed Audio 1.0模型能够生成人声、音乐、音效等多种声音，AI音频技术达到新高度

声音模型的 Seedance 时刻，终于来了
今天我体验到一个全新的声音模型，跟以前所有的声音模型都不一样。
以前的声音模型一般叫 TTS（文本转语音），它们只能根据你给的文本来合成语音，它更像是一个朗读机器，而非智能声音模型。
但这个新模型，可以根据你的想象，生成一切你所需要的声音，包括人声、音乐、音效、环境音，以及这些声音里所富含的那些不可言说的微妙细节。

它的名字名字叫：豆包音频生成模型…展开原文
声音模型的 Seedance 时刻，终于来了
今天我体验到一个全新的声音模型，跟以前所有的声音模型都不一样。
以前的声音模型一般叫 TTS（文本转语音），它们只能根据你给的文本来合成语音，它更像是一个朗读机器，而非智能声音模型。
但这个新模型，可以根据你的想象，生成一切你所需要的声音，包括人声、音乐、音效、环境音，以及这些声音里所富含的那些不可言说的微妙细节。

它的名字名字叫：豆包音频生成模型 Seed Audio 1.0。
在我看来，这就是声音模型的 Seedance 时刻。
就像香蕉是人类第一次将智能赋予图像，Seed Audio 是人类第一次将智能赋予声音。
接下来，就让我们一起听听它到底有何特别。
推特不能发音频，可转至公众号来听

https://t.co/XPyjnJYxb9
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