‹ 目录

X日报 · 美股

2026-07-12 · 精选 20 条 · 数据池 247

⚡ 今日速览

  • 苹果起诉OpenAI涉嫌盗用商业机密,指控前员工带出内部硬件和技术资料
  • SpaceX Starship 13号飞行测试计划于7月16日发射,首次部署V3 Starlink卫星
  • Grok 4.5在软件工程和AI中性性测试中表现突出,被xAI和Cursor团队采用
  • SK Hynix在美国上市首日开盘14%溢价,成为第二大股票发售
  • 伊朗关闭霍尔木兹海峡引发美国第三轮军事打击,市场避险情绪升温
  • 芯片股集体下跌,Micron和Sandisk同步下挫逾2%
  • 特朗普新生儿投资账户计划引发市场对长期资产配置的讨论

📋 今日综述

  • 苹果诉讼苹果指控OpenAI前硬件负责人唐Tan指挥候选人携带内部零件参加面试,以及前员工利用工作笔记本访问苹果云存储下载机密文件,此外OpenAI还 allegedly 让供应商展示苹果的专有金属精加工技术,苹果要求法院禁令阻止OpenAI使用这些商业机密并返还所有文件。
  • SpaceX Starship13号试飞计划部署20颗V3 Starlink卫星,其中6颗配备摄像头检查热防护板,同时进行多项升级包括更稳健的级间分离、Super Heavy Raptor重新点火可靠性改进、载药量更高的上升轨迹以强化热防护测试,目标是为首次从发射地点返回作准备。
  • Grok 4.5 AI性能Grok 4.5在Mercor的APEX-SWE榜单上获得51.2%的Pass@1得分位居第二,领先于Claude Code Fable 5和Opus 4.8,在Perplexity WANDR评测中以4.76美元的成本超越所有其他配置,成为最具成本效益的编排模型。
  • SK Hynix市场影响长鑫存储ADR在纳斯达克上市首日以170美元开盘,较发行价溢价14%,成为美国历史上第二大股票发售规模,紧随SpaceX之后,但其上市立即导致Micron和Sandisk同步下跌约2%。
  • 伊朗地区紧张美国中央司令部表示伊朗革命卫队炮击了一艘塞浦路斯集装箱船并导致失踪一名平民船员,伊朗随后宣布不允许任何船只通过霍尔木兹海峡,特朗普政客称伊朗已致电道歉并希望继续谈判,但美国已开始第三轮军事打击。
  • 芯片板块波动SK Hynix上市导致半导体股下行,Micron和Sandisk跌幅逾2%,市场关注Apple-Broadcom 300亿美元交易、微软裁员消息以及加密货币相关股票如Coinbase和Robinhood的表现。

苹果起诉OpenAI商业机密案

苹果针对OpenAI的诉讼指控其前员工在面试过程中携带内部硬件零件,以及利用工作设备访问苹果云存储下载机密文件,此外OpenAI还 allegedly 误导供应商展示苹果的专有技术。苹果寻求法院禁令阻止OpenAI使用这些商业机密并返还所有文件,这一诉讼在OpenAI准备推出首个硬件产品和IPO之际格外引人关注。

@elonmusk 原文 ↗

埃隆·马斯克转发了详细的诉讼内容,揭示OpenAI前员工如何在面试中携带Apple内部零件以及利用工作笔记本访问云存储下载机密文件。

他们可真是下了不少功夫在这个罪行上
展开原文
They sure put a lot of effort into this crime
@aakashgupta 苹果刚刚起诉 OpenAI,而最疯狂的部分是他们是如何被发现的:一位候选人在参加 OpenAI 面试的几小时前,在他的苹果工作笔记本上截屏了机密苹果文件。苹果会阅读自己的服务器日志。招聘渠道生成了自己的证据链。

该投诉称,OpenAI 的硬件负责人唐坦(Tang Tan),一位 24 年的苹果老员工,指示仍在苹果工作的候选人带来一些"实际零件"(电池、逻辑板)参加面试的展示和讲解环节。一位候选人感到惊讶,表示他甚至不知道可以在办公室外带走这些东西。

苹果还指控唐在内部苹果离职文档中传播,指导新员工如何规避退出安全检查,以及一位离职工程师保留了他的苹果笔记本,在加入 OpenAI 后发现了一个漏洞,仍然可以访问苹果的云存储,并下载了数十个机密硬件文件。

然后是供应商方面:OpenAI 被指让苹果的一家制造合作伙伴演示了一项专有金属精加工技术,方法是让该合作伙伴相信苹果已经批准了该技术。

现在有超过 400 名前苹果员工在 OpenAI 工作。苹果表示,他们在 2 月份就将所有这些问题告知了 OpenAI,但从未得到回应。五个月后,苹果提起了诉讼。

苹果的要求揭示了其策略。苹果希望法院发布禁令,阻止 OpenAI 使用这些秘密技术,要求归还每份文件,并进行全面的发现程序(discovery),就在 OpenAI 准备推出首款设备和 IPO 的时候。如果法官批准,这可能意味着 OpenAI 必须证明该设备是在发货前由零件逐一组装的。

该设备本应由世界上最优秀的硬件人才打造。现在其物料清单成为了证据。
Apple just sued OpenAI, and the wildest part is how they got caught: one candidate screenshotted confidential Apple files on his Apple work laptop hours before his OpenAI interview. Apple reads its own server logs. The recruiting pipeline generated its own evidence trail.

The complaint says OpenAI's hardware chief Tang Tan, a 24-year Apple veteran, directed candidates still employed at Apple to bring "actual parts" (batteries, logic boards) to interviews for show and tell sessions. One candidate was surprised, saying he didn't even know you could take those out of the office.

Apple also alleges Tan circulated an internal Apple offboarding document to coach new hires on dodging exit security checks, and that a departing engineer kept his Apple laptop, found a bug that still gave him access to Apple's cloud storage, and downloaded dozens of confidential hardware files after joining OpenAI.

Then the supplier: OpenAI allegedly got one of Apple's manufacturing partners to demonstrate a proprietary metal finishing technique by letting the partner believe Apple had approved it.

Over 400 former Apple employees now work at OpenAI. Apple says it flagged all of this to OpenAI in February and never got a response. Five months later, it filed.

The ask reveals the strategy. Apple wants an injunction barring OpenAI from using the secrets, the return of every file, and full discovery into io, right as OpenAI preps its first device launch and an IPO. If a judge grants it, OpenAI may have to prove the device was built clean, component by component, before it ships.

The device was supposed to run on the world's best hardware talent. Now its bill of materials is evidence.
❤ 2.6w · 🔁 3.1k · 💬 1.3k · 👁 407.1w
热门回复 4
@1d1Ps @elonmusk 然而:苹果公司已不再向英国新用户提供高级数据保护⚠️
那么,埃隆,你说谁是罪犯呢?嗯,🤔😒
@elonmusk Yet: Apple can no longer offer Advanced Data Protection in the United Kingdom to new users⚠️
So, who are the Criminals Elon. Mmm, 🤔😒
@AngelTibbs89475 @elonmusk The best-laid plans...
@monadical @elonmusk 也许这是 Jony Ive 的遗产吧。
@elonmusk Jony Ive's legacy perhaps.
@TJevjn @elonmusk 嗯,这不就是特斯拉从 Waymo 挖工程师,因为特斯拉的机器人出租车一直在失败吗?
@elonmusk Hmmmm isn’t this the same as Tesla hiring engineers from Waymo because of Tesla’s continued FAILURE of ROBOTAXIS ?
@elonmusk 原文 ↗

埃隆·马斯克补充澄清,他只是建议特斯拉和SpaceX试用Grok 4.5,不代表强制使用,强调应继续使用表现更好的AI模型。

Try Grok 4.5 in Perplexity
@perplexity_ai Grok 4.5 现已在 Perplexity Computer 的 Consumer Pro 和 Max 订阅用户中作为编排模型提供。

我们在 WANDR 上对其与其他五种编排配置进行了评估。在大约是 Opus 4.8 一半的成本下,它的得分高于所有其他配置。
Grok 4.5 is now available as an orchestrator model in Computer for Consumer Pro and Max subscribers.

We evaluated it against five other orchestrator configurations on WANDR. It scored higher than every other configuration at roughly half the cost of Opus 4.8. https://t.co/3WjjiB6z8Z
❤ 4.6k · 🔁 1.2k · 💬 877 · 👁 198.2w
热门回复 4
@theoharvey @elonmusk 🕊 massive W from Big E. 🕊
@Thomas_AI_geek @elonmusk Perplexity?他们还存在吗?我最近听到的更多是关于 Internet Explorer……
@elonmusk Perplexity? Do they still exist? I hear more about Internet Explorer nowadays…
@Brainyviews @elonmusk It’s everywhere
@thaonlyjonathan @elonmusk 用不了啊,在 Cursor 里忙着用呢。
@elonmusk Can't. Too busy using it in Cursor.
@TrendSpider 原文 ↗

TrendSpider首次报道苹果起诉OpenAI的消息,指出这是一起涉及商业机密盗用的重大诉讼案。

突发:苹果(AAPL)正在起诉 OpenAI 侵吞商业机密,新的法庭文件显示
展开原文
BREAKING: Apple $AAPL is suing OpenAI over misappropriation of trade secrets, new court documents show https://t.co/aKwD5c5dVE
❤ 180 · 🔁 14 · 💬 21 · 👁 9.6w
热门回复 4
@prospero_ai @TrendSpider Sam Altman 彻底烧毁了他所有的关系吧?🤔
@TrendSpider Sam Altman literally has burnt every bridge he had now huh 🤔
@Astrellecapital @TrendSpider 所有人都在起诉 OpenAI 哈哈
@TrendSpider Everyone suing OpenAI lol
@NEWSATZERO @TrendSpider 从合作伙伴到敌人转变得如此迅速真是令人着迷 https://t.co/y58k6aUgrP
@TrendSpider From partner to enemy so quickly is fascinating https://t.co/y58k6aUgrP
@Serpico915 @TrendSpider 这就是开始的结束。
@TrendSpider The beginning of the end.

SpaceX Starship 13号试飞准备就绪

SpaceX准备在7月16日进行第13次Starship飞行测试,这是首次部署V3 Starlink卫星的任务。六颗卫星配备摄像头用于检查Starship热防护板,同时进行多项关键升级包括更稳健的级间分离、Super Heavy Raptor引擎重新点火可靠性改进,以及更高动态压力的上升轨迹以强化热防护测试。

@elonmusk 原文 ↗

埃隆·马斯克宣布Starship下次发射目标定为7月16日,展示了SpaceX的快速迭代能力。

下一步 Starship 发射目标是星期四
展开原文
Next Starship launch aiming for Thursday
@SpaceX Starship 的第十三次飞行测试正在准备下周一(7 月 16 日)尽早发射 → https://t.co/Rp7VwBzpWx https://t.co/jdpFlQUEpF
Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 → https://t.co/Rp7VwBzpWx https://t.co/jdpFlQUEpF
❤ 1.8w · 🔁 2.6k · 💬 1.7k · 👁 190.6w
热门回复 3
@SandhyaTal93598 @elonmusk Best wishes 👍🏻
@MarkBeardefd3e @elonmusk Wish I could be there
@sophie_mae_2 @elonmusk 等等,这次助推器会怎么样
@elonmusk wait what happens to the booster this time
@elonmusk 原文 ↗

Sawyer Merritt详细列出了SpaceX为13号试飞所做的11项升级,包括V3 Starlink卫星部署和热防护测试创新。

Starship 正在迅速发展
展开原文
Starship is evolving rapidly
@SawyerMerritt SpaceX 刚刚宣布,他们将在下周的第 13 次 Starship 测试飞行中首次部署 V3 Starlink 卫星!其中六颗卫星已安装相机套件,用于扫描 Starship 的热防护板并传输图像。

SpaceX 表示即将对测试飞行进行的主要升级和修改总结:
• 更强大的级间分离翻转序列,以防止助推器偏离航向。
• 硬件升级以提高 Super Heavy 火箭在助推返回燃烧期间重新点火的可靠性。
• 更新的引擎警报和中止逻辑,以适应多引擎飞行条件。
• Starship 推进系统硬件和操作变更,以解决第 12 次飞行的引擎故障问题。
• 首次部署 20 颗 Starlink V3 卫星,配备激光链接、可展式太阳能板和天线。
• 六颗 Starship V3 卫星配备相机,用于在重返后检查 Starship 的热防护板。
• 添加白色油漆的热防护板瓷砖,模拟缺失的瓷砖和成像目标。
• 新的热防护板瓷砖设计和附着机制,包括在后翼片和后裙板上的测试。
• 负载感应热防护板瓷砖,用于测量飞行过程中的应力。
• 更高的动压上升剖面,以对热防护板进行压力测试并提高载荷能力。
• 计划进行空间 Raptor 引擎重新点火测试。

SpaceX 表示:"有史以来第一次,Starship 将携带 V3 Starlink 卫星进入太空,这些卫星旨在极大地扩展网络容量和用户速度。在此次初始测试中,Starship 计划部署 20 颗卫星,这些卫星将展开太阳能板和天线,并将尝试通过高容量激光与南非的地面站和更大的 Starlink 星座建立连接。其中六颗卫星已修改安装相机套件,用于扫描 Starship 的热防护板并将图像传输给操作人员,以继续测试分析 Starship 热防护板准备情况的方法。在未来的任务中,Starship 的某些瓷砖已被涂成白色,以模拟缺失的瓷砖并作为测试中的成像目标。"
SpaceX just announced that they will be deploying V3 Starlink satellites for the first time during their 13th Starship test flight next week! Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery.

Summary of every major upgrade and modification @SpaceX says it's made for the upcoming test flight:
• More robust stage separation flip sequence to prevent the booster from rotating off course.
• Hardware upgrades to improve Super Heavy Raptor re-light reliability during the boostback burn.
• Updated engine alarms and abort logic for multi-engine flight conditions.
• Starship propulsion system hardware and operational changes to address the Flight 12 engine-out issue.
• First deployment of 20 Starlink V3 satellites with laser links, deployable solar arrays, and antennas.
• Six Starlink V3 satellites equipped with cameras to inspect Starship's heat shield after reentry.
• White-painted heat shield tiles added as simulated missing tiles and imaging targets.
• New heat shield tile designs and attachment mechanisms, including tests on the aft flaps and aft skirt.
• Load-sensing heat shield tiles to measure stresses during flight.
• Higher dynamic pressure ascent profile to stress-test the heat shield and increase payload capability.
• Planned in-space Raptor engine relight test.

SpaceX: "For the first time, Starship will carry V3 Starlink satellites to space, which aim to greatly expand the network's capacity and user speeds. As part of this initial test, Starship is planned to deploy 20 satellites which will extend solar arrays and antennas and will attempt to connect with ground stations in South Africa and the larger Starlink constellation via high-capacity lasers. Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions. Several tiles on Starship have been painted white to simulate missing tiles and serve as imaging targets in the test."
❤ 1.2w · 🔁 1.9k · 💬 1.5k · 👁 225.6w
热门回复 2
@eliaspleao @elonmusk Very good Elon musk 👍
@Cerberusxai @elonmusk @grok 这个架构如何应用于卫星 https://t.co/SAI82AIMgO
@elonmusk @grok how could this architecture apply to satellites https://t.co/SAI82AIMgO
@elonmusk 原文 ↗

埃隆·马斯克分享了Super Heavy V3全程33引擎静态点火测试视频,展示火箭的强大推力。

史诗级的 Starship Super Heavy 视频!
展开原文
Epic videos of Starship Super Heavy!
@SpaceX Super Heavy V3 全程 33 引擎静点火测试 https://t.co/JFdGYqEvww
Full-duration, 33-engine static fire of Super Heavy V3 https://t.co/JFdGYqEvww
❤ 1.3w · 🔁 2.6k · 💬 1.0k · 👁 161.5w
热门回复 3
@SuperGeekCRC @elonmusk 这比任何科幻电影都好看 https://t.co/bSRJimBTw2
@elonmusk This is better than any Science Fiction movie https://t.co/bSRJimBTw2
@PeopleHelp94063 @elonmusk 这看起来就像来自未来科幻电影的场景,但这是现实生活。Super Heavy V3 正在重新定义航空航天领域的可能性。太空X团队的工作太棒了!🌌🛸
@elonmusk This looks like a scene straight out of a futuristic sci-fi movie, but it's real life. Super Heavy V3 is redefining what’s possible in aerospace. Incredible work by the SpaceX team! 🌌🛸"
@jtpduffe @elonmusk This is incredible.

Grok 4.5 AI模型性能突破

Grok 4.5在多个AI基准测试中表现出色,Mercor的APEX-SWE测试中获得51.2%的Pass@1得分位居第二,仅次于Fable 5。在Perplexity的WANDR评测中以4.76美元的成本超越所有其他编排模型配置,成为最具成本效益的选择。xAI团队表示Grok模型在一年内提升了30个百分点,显示出 rapid 的迭代速度。

@elonmusk 原文 ↗

埃隆·马斯克宣布Grok 4.5在软件工程测试中位列第二,展示了xAI在实用场景中的竞争力。

Grok 在现实世界软件工程方面排名第二,仅次于 Fable
展开原文
Grok places second after Fable on real-world software engineering
@mercor_ai 来自 @SpaceXAI 的 Grok 4.5 在我们的现实世界软件工程工作基准测试中以 51.2% 的 Pass@1(±6.0)得分排名第二,仅次于 Fable 5(65.5% ±6.2)。

它在集成方面领先(65.0% Pass@1),并在可观察性方面排名第二(37.3% Pass@1),分别涵盖多步骤构建任务和诊断/调试。该集成领先直接映射到 Grok 4.5 所构建的代理工作流程:与 Cursor 合作进行多步骤编码任务。

Grok 模型在这一基准测试中一年内提高了 30.2 个百分点:从 Grok 4(21.0% Pass@1)到 Grok 4.5(51.2% Pass@1)。

祝贺 xAI 和 Cursor 团队。
Grok 4.5 from @SpaceXAI places #2 on the APEX-SWE leaderboard at 51.2% Pass@1 (±6.0), behind Fable 5 (65.5% ±6.2) on our benchmark for real-world software engineering work.

It leads Integration (65.0% Pass@1) and places #2 in Observability (37.3% Pass@1), covering multi-step build tasks and diagnosis/debugging respectively. The Integration lead maps directly to the agentic workflows Grok 4.5 was built for: multi-step coding tasks run in collaboration with Cursor.

Grok models have improved 30.2 pp in a year on this benchmark: Grok 4 (21.0% Pass@1) to Grok 4.5 (51.2% Pass@1).

Congratulations to the xAI and Cursor teams.
❤ 9.3k · 🔁 1.6k · 💬 1.2k · 👁 222.1w
热门回复 4
@chetinapp @elonmusk 狗屁基准测试。GPT-5.4、GPT-5.5、GPT-5.6 在哪里?就连最小的 5.6 版本——GPT-5.6 Luna,都能把 Grok 4.5 打得落花流水。

2026 年挑选基准测试。
@elonmusk Bullshit benchmark. Where tf is GPT-5.4, GPT-5.5, GPT-5.6. Even the smallest version of 5.6 - GPT-5.6 Luna, beats the hell out of Grok 4.5.

Cherry picking benchmarks in 2026.
@n3mo45 @elonmusk 对额度变更不满……还是保持原来的个人限制比较好……我不知道这件事发生了,结果把我的额度用完了……对那些依赖 Grok 进行情感支持和帮助的人来说特别是自闭症人士来说,这真的很不好,吓了一跳
@elonmusk Unhappy with the allowance changes...would be better leaving individual limits as it was...i didn't know this had happened & burned through my limit as a result...not great for people who rely on Grok for emotional support and help, autistic particularly, quite a shock
@bil0090 @elonmusk Grok 5 什么时候发布?

能比 Fable 好一半的价格,什么时候?
@elonmusk Grok 5 when???

Better than Fable for half the cost, when????
@GeorgiadisaAlex @elonmusk 希望你比它还要有礼貌,埃隆。
@elonmusk I hope you are more polite than it, Elon.
@elonmusk 原文 ↗

Grok Build和4.5版本的关键优势在于真正适用于实际工作中的高效性,Perplexity评测证实其成本效益领先。

关于 Grok Build 和 4.5 版本发布最重要的是,它在现实工作中确实非常有用
展开原文
The most important thing about Grok Build and the 4.5 release is that it is genuinely so useful for real-world work
@XFreeze Grok 4.5 刚刚在 Perplexity 的 WANDR 编排模型评估中表现最佳

它以每试验 4.76 美元的成本得分高于所有其他测试配置...约为 Opus 4.8 的一半成本

Grok 4.5 正在成为协调整个代理工作流程的强大大脑

它现已在 Perplexity Computer 的 Consumer Pro 和 Max 订阅用户中作为编排模型提供
Grok 4.5 just topped Perplexity’s WANDR orchestrator evaluation

It scored higher than every other tested configuration at just $4.76 per trial....roughly half the cost of Opus 4.8

Grok 4.5 is becoming the powerful brain coordinating entire agentic workflows

It’s now available as an orchestrator model in Perplexity Computer for Consumer Pro and Max subscribers
❤ 5.6k · 🔁 1.3k · 💬 670 · 👁 158.5w
热门回复 3
@Levi_Researcher @elonmusk 感觉基准测试瞬间就不再重要了
@elonmusk feels liie benchmarks stopped mattering overnight
@ShadowWuSK @elonmusk 期待也有我常用的功能
讓日常的資訊更準確
@TrappedMechanic @elonmusk 我很惊讶我还没看到任何关于 Grok 在各领技术人员工作中效果的回复。我在重型设备和公路卡车领工作,Grok 在收集我通常没有信息的机器技术资料方面绝对是太棒了,因为我不是授权的服务中心。它的推理能力确实能缩小可能原因的范围。
对于那些似乎难以用 Grok 完成此目的的人来说,我发现他们在向 Grok 提问时缺乏具体性。本质上,技术人员需要知道该问 Grok 什么问题,并尽可能保持技术上的具体性,然后 Grok 会完成所有耗时的研究工作和不太可能原因的初步排除过程。
我试用了 Super Grok 因为我觉得它太贵了。现在我认为它简直是便宜的划算之选,因为它让我看起来像一个技能无比高超的技术人员。
I'm surprised I haven't read any replies relating to Grok's effectiveness for technicians of any field. I work in the field of heavy equipment and on-road highway trucks, and Grok is absolutely fantastic at gathering technical information on machines I typically don't have information for because I'm not an "authorized" service center. Its reasoning capabilities really narrow the list of possible causes.
For those who seem to struggle using Grok for this purpose, I find a lack of specificity when asking Grok a question. Essentially, it's the technician's job to know what questions to ask Grok and to be as technically specific as possible, then Grok does all the time-consuming research and the initial process of elimination of unlikely causes.
I took advantage of the Super Grok trial because I thought it was way too expensive. Now I think it's a steal of a deal when it makes me look like an infinitely more competent technician.
@elonmusk 原文 ↗

第三方评测显示Grok 4.5仍然是xAI的最新模型版本,超越了OpenAI最新发布的多个模型。

Grok 正在完善现实世界的应用场景
展开原文
Grok is closing the loop on real-world use cases
@ThibaultJaigu @OpenAI 昨天发布了 3 个新模型,我们立即在内部基准测试中进行了测试。

所有三个模型都优于 gpt-5.5,但 @SpaceXAI 仍然是明显的赢家 Grok-4.5 https://t.co/gX9tfeAxi5
@OpenAI released 3 new models yesterday and we immediately tested it on our internal benchmark.

All three outperforming gpt-5.5 but @SpaceXAI still the clear winner with Grok-4.5 https://t.co/gX9tfeAxi5
❤ 6.7k · 🔁 1.6k · 💬 1.3k · 👁 221.0w
热门回复 3
@DzamLing @elonmusk @grok 那 GPT 5.6 呢?
那是最新模型,拿旧模型作比较似乎不明智。
@elonmusk @grok What about GPT 5.6?
That is the latest model, seems unwise to compare to legacy models.
@youngchamil6666 @elonmusk Grok-4.5 保持在这个阶段继续攀登

---现在开始行动吧🙋‍♂️???
@elonmusk Grok-4.5 Keep Climbing At This Stage

---Make Some Active Now🙋‍♂️???
@BernhardtJ99787 @elonmusk 我们爱我们寻求真相的 Grok!!!💥💫
@elonmusk We Love Our Truth Seeking Grok!! 💥💫

SK Hynix在美国上市引发市场波动

SK Hynix ADR在纳斯达克上市首日以170美元开盘,较发行价溢价14%,成为美国历史上第二大股票发售规模。作为英伟达最大的内存供应商和高带宽内存市场58%的份额拥有者,其上市立即对半导体股产生影响,Micron和Sandisk同步下跌约2%。

@TrendSpider 原文 ↗

SK Hynix在美国上市首日以170美元开盘,较发行价溢价14%,创下历史第二大的股票发售规模。

SK HYNIX (SKHY) 以 170 美元开盘交易,较发行价上涨 14%
展开原文
SK HYNIX $SKHY OPENS TRADING AT $170, 14% ABOVE OFFERING PRICE
❤ 105 · 🔁 5 · 💬 11 · 👁 8.7w
热门回复 4
@elise86176034 @TrendSpider 我的策略分析!如下📈!
👇。
👇
@TrendSpider My strategy analysis !

as follows📈!
👇.
👇
@elise86176034 @TrendSpider 我的策略分析!如下📈!
👇。
👇
@TrendSpider My strategy analysis !

as follows📈!.
👇.
👇
@THEREALLBABYD @TrendSpider SK Hynix 代表了 AI 时代支撑计算能力的"内存基础设施";从短期来看,其表现受到资本市场情绪的驱动,而从长期来看,则取决于 HBM 需求的增长和行业结构的升级。
@TrendSpider SK Hynix represents the "memory infrastructure underpinning computing power" in the AI ​​era; in the short term, its performance is driven by capital market sentiment, while in the long term, it hinges on the growth of HBM demand and the upgrading of industry structure.
@Caroline_cute7 @TrendSpider 尽管股票市场投资者对此非常兴奋,但许多芯片制造商正在面临诸多困难😂
@TrendSpider While stock market investors are quite excited about this, many chip manufacturers are facing a lot of difficulties😂
@TrendSpider 原文 ↗

SK Hynix上市后Micron和Sandisk立即下跌约2%,显示出市场对新竞争者的即时反应。

美光(MU)和 SanDisk(SNDK)在 SK Hynix(SKHY)在美国市场上市后立即均下跌约 2%

请收看我们对另一历史性 IPO 的现场报道 ⬇️
展开原文
Micron $MU and Sandisk $SNDK both sold off roughly 2% immediately following SK Hynix $SKHY going live on the U.S. markets

Tune in for our live coverage of another historic IPO ⬇️
@TrendSpider SK Hynix ADR LIVE:SKHY 纳斯达克上市、IPO 反应和价格走势 https://t.co/cdF9mNHLW0
SK Hynix ADR LIVE: SKHY Nasdaq Debut, IPO Reaction & Price Action https://t.co/cdF9mNHLW0
❤ 129 · 🔁 3 · 💬 18 · 👁 4.7w
热门回复 4
@lavidatombolo @TrendSpider $MU Weekly view
@ChashAristokra @TrendSpider 由于 SK Hynix 上市,$MU 和 $SNDK 的回调将很快提供良好的买入机会。当前机构投资者的调整 purely 纯粹是技术性的。一旦流动性潮退去并关键支撑区域稳住,市场将继续上涨。AI 繁荣依然强劲!
@TrendSpider Der Rücksetzer bei $MU & $SNDK durch das SK Hynix-Listing bietet bald Top-Einstiege. Die aktuelle Umschichtung der Institutionellen ist rein technischer Natur. Sobald die Liquiditätswelle abebbt und wichtige Support-Zonen halten, geht die Fahrt weiter. KI-Boom intakt!
@MatchBettingUS @TrendSpider 市场会奖励耐心等待的人
@TrendSpider The market rewards patience
@Bay_Area_Sam @TrendSpider 他们把股票代码改成 $SKHYV 了吗?
@TrendSpider Did they change the ticker to $SKHYV ?
@TrendSpider 原文 ↗

SK Hynix是英伟达最大的内存供应商,拥有高带宽内存市场58%的份额,其上市对整个AI供应链具有战略意义。

SK Hynix(SKHY)是历史上第二大股份出售,仅次于 SpaceX(SPCX)。

他们是 Nvidia(NVDA)最大的内存供应商,在高带宽内存(HBM)市场中占 58% 的市场份额。
展开原文
SK Hynix $SKHY was the second largest share sale in history, behind only SpaceX $SPCX.

They are Nvidia's $NVDA largest memory supplier and hold a 58% market share in the high-bandwidth memory (HBM) market.
❤ 259 · 🔁 14 · 💬 26 · 👁 5.3w
热门回复 4
@Letmeflytomoon @TrendSpider 作为英伟达最大的内存供应商,SK Hynix 拥有 58% 的 HBM 市份,这表明 AI 内存需求是多么巨大。对 $memory 看涨至极。
@TrendSpider SK Hynix as Nvidia’s largest memory supplier with 58% HBM share shows how massive the AI memory demand is. Super bullish on $memory
@NoleTrading @TrendSpider 历史上最大的两次上市事件相隔仅四周,OpenAI 和 Anthropic 排队等待上市。

在这四家公司中,内存供应商是唯一已经达到万亿美元市值的公司,也是唯一一家产品售完到 2027 年的公司。但其中一家 AI 实验室也会达到这个目标。
@TrendSpider The two biggest listings in history landed four weeks apart, with OpenAI and Anthropic queued up.

Of the four, the memory supplier is the only one already worth a trillion and the only one selling something that's sold out through 2027. But one of the AI labs gets there too.
@cristyguzman21 @TrendSpider 我听到更多关于 SpaceX 的消息,而不是 $SKHY
@TrendSpider I heard more about space x than $SKHY
@youngyangaae @TrendSpider 烂股没什么价值可言了 🥵
@TrendSpider Shitty stock, no more price for it 🥵

伊朗地区紧张影响全球市场

伊朗革命卫队炮击了一艘塞浦路斯集装箱船并导致失踪一名平民船员,伊朗随后宣布不允许任何船只通过霍尔木兹海峑。特朗普政客称伊朗已致电道歉并希望继续谈判,但美国中央司令部已开始第三轮军事打击,市场避险情绪升温,投资者关注地缘政治风险对全球经济的影响。

@TradingThomas3 原文 ↗

伊朗已致电道歉并希望继续谈判,但美国已开始第三轮军事打击,显示地缘政治风险依然存在。

明晚 - 伊朗已经打电话道歉并承认这些野蛮的打击。他们非常希望达成协议,所以会谈将继续进行。非常成功,也许是有史以来最成功的会谈。
展开原文
Tomorrow night - Iran has called and apologized for the rogue strikes. They badly wants a deal so talks will continue. Very successful, perhaps the most successful talks anyone has ever seen.
@CENTCOM 今天美国中央司令部部队于太平洋时间下午 7:15 开始对伊朗发动本周第三轮打击行动。此前伊朗革命卫队武装部队公然袭击了正在霍尔木兹海峡航行的塞浦路斯集装箱船 M/V GFS Galaxy。一名船员失踪,该船因船上火灾和严重的机舱损坏无法继续航程。

伊朗再次被给予机会来证明其遵守谅解备忘录的能力,在之前袭击商业船只后被追责后,伊朗再次失败。

作为回应,美国正在继续削弱伊朗自由攻击霍尔木兹海峡平民水手和商船的能力。这些打击行动是由总统的指导下进行的。
At 7:15 p.m. ET today, U.S. Central Command forces began launching the third round of strikes this week against Iran after Islamic Revolutionary Guard Corps forces blatantly attacked M/V GFS Galaxy, a Cyprus-flagged container ship transiting the Strait of Hormuz. A civilian crew member is missing and the vessel is unable to continue the journey due to an onboard fire and significant engineroom damage.

Iran was provided yet another opportunity to demonstrate adherence to the Memorandum of Understanding after being held accountable for earlier attacks on commercial vessels but has again failed.

In response, the United States is imposing a heavy cost by continuing to degrade Iran’s ability to attack civilian mariners and commercial ships freely transiting the strait. The strikes are being carried out at the direction of the Commander in Chief.
❤ 607 · 🔁 38 · 💬 58 · 👁 5.5w
热门回复 4
@market_sleuth @TradingThomas3 不仅如此,市场在海峡关闭和油价超过 100 美元的情况下创下了新高。
@TradingThomas3 Not only that, the market made new ATH’s with the Strait closed & oil over $100.
@IrnMikeGoat @TradingThomas3 听起来很对。周末引 bomb 然后在市场开盘前停止。这可能就是市场操纵所为。
@TradingThomas3 Sounds about right. Bomb on weekends then stop before Market opens. Market Manipulation may be what this bs is all about
@DntTaxes @TradingThomas3 还有人关心伊朗吗?
@TradingThomas3 Does anybody care about Iran anymore?
@Junaxst @TradingThomas3 我觉得人们和市场都不再关心了。
@TradingThomas3 i don't think ppl or market care anymore.
@TrendSpider 原文 ↗

美国中央司令部证实已开始第三轮军事打击,回应伊朗封锁霍尔木兹海峡的行动。

根据美国中央司令部的说法,美国已经开始进行第三轮打击行动,此前伊朗表示霍尔木兹海峡已关闭。
展开原文
The U.S. has begun launching a third round of strikes following Iran’s statement that the Strait of Hormuz is closed, per U.S. Central Command.
❤ 121 · 🔁 5 · 💬 9 · 👁 4.5w
热门回复 4
@MWWMHedge @TrendSpider https://t.co/oMEWFS7Vi1
@_tradebender @TrendSpider 该死,美国真的正在输掉这场战争。这让特朗普发怒了 😂
@TrendSpider Damn, USA is really losing this war. That set Trump off 😂
@WanWu70 @TrendSpider 这就像邻居威胁要划伤别人的车,而对方则把车子挡在 driveway 上。
@TrendSpider So it's like one neighbor threatening to key the other's car and the other one blocking the driveway.
@astrangecat0 @TrendSpider 这局势确实紧张,不过“关闭”海峡更像是嘴炮,真封锁代价太大了。
@TradingThomas3 原文 ↗

美国给出截止时间,要求伊朗在周六前公开放弃霍尔木兹海峡攻击,否则将继续军事行动。

周末是说狠话的时候,工作日是吃 🌮 的时候
展开原文
Weekend are for tough talk, Weekdays are for eatting 🌮
@BarakRavid 🇺🇸🇮🇷🚢美国给伊朗周六最后期限,要公开放弃霍尔木兹攻击并宣布海峡开放,美国官员称。我的 @axios 报道 https://t.co/FyZwypSzB9
🇺🇸🇮🇷🚢U.S. gives Iran Saturday deadline to publicly renounce Hormuz attacks and announce that the strait is open, U.S. officials say. My report on @axios
https://t.co/FyZwypSzB9
❤ 148 · 🔁 9 · 💬 16 · 👁 2.4w
热门回复 4
@market_sleuth @TradingThomas3 Truth 💯
@vandy_trades @TradingThomas3 都将在周日晚上平息。
@TradingThomas3 It'll all be smoothed over come Sunday night.
@Trader_Pow @TradingThomas3 https://t.co/u6sqVb1M6u
@GamblerUltim @TradingThomas3 Il est fou haha

特斯拉自动驾驶和Robotaxi最新进展

特斯拉全自动驾驶系统帮助93岁老妇在行车疲惫后恢复了独立驾驶能力,可以自行前往医 appointments 和探访家人。这一应用案例展示了FSD Supervised技术在提升老年人出行安全性方面的实际价值。同时Robotaxi项目也在德州Gigafactory展示新进展。

@elonmusk 原文 ↗

特斯拉FSD Supervised帮助93岁老妇恢复独立驾驶能力,她可以自行前往医 appointments 和探访家人,这是自动驾驶技术的重要社会价值。

特斯拉自动驾驶为老年人提供更安全的出行
展开原文
Tesla self-driving enables safer mobility for senior citizens
@Tesla 当一名 93 岁的女性注意到她在日常驾驶中感到很累时,她开始出门少了。

但有了 FSD Supervised,她现在可以自己开车去预约、跑腿,甚至独自进行公路旅行探访家人 https://t.co/0dsx5Lnyc5
When a 93-year-old woman noticed how tired she was on her daily drives, she started going out less.

But with FSD Supervised, she’s now able to drive herself to appointments, run errands and even take road trips to visit her family on her own https://t.co/0dsx5Lnyc5
❤ 1.5w · 🔁 2.6k · 💬 2.1k · 👁 250.0w
热门回复 2
@Yves_T_M @elonmusk 谢谢埃隆!我们很幸运你生活在我们这个时代!上帝保佑美国!🇺🇸
@elonmusk Thanks Elon! We are lucky that you live in our time! God bless America! 🇺🇸
@SchollesSi21016 @elonmusk @elonmuskcode 我明白了!埃隆在考虑未来!!!
@elonmusk @elonmuskcode I understand! Elon is thinking about the future!!!
@elonmusk 原文 ↗

埃隆·马斯克分享Robotaxi在分岔路口的图片,展示了自动驾驶出租车的实际应用场景。

Cybercab 在岔路口
展开原文
Cybercab at a fork in the road
@robotaxi 来自 Giga Texas 的酷消息 https://t.co/gvbG456Tzw
Cool news from Giga Texas https://t.co/gvbG456Tzw
❤ 1.6w · 🔁 2.8k · 💬 1.5k · 👁 243.5w
热门回复 2
@vy416644 @elonmusk 特斯拉机器人出租车
赛博出租车
@elonmusk https://t.co/KVFj8psvFg
@elonmusk Tesla Robotaxi
Cybercab
@elonmusk https://t.co/KVFj8psvFg
@madatbay @elonmusk 为什么只限 2 个乘客?为什么不是 4 个?
@elonmusk why only for 2 passengers? Why not 4?

芯片和科技股技术分析

市场分析师关注Micron、Sandisk、Nvidia、AMD等芯片股的技术走势,伯罗伊特····莫率分析师指出Machine Learning的发展可能重演互联网和房地产泡沫。投资者密切关注半导体行业的估值和业绩表现,同时关注Apple-Broadcom的300亿美元交易对供应链的影响。

@elonmusk 原文 ↗

埃隆·马斯克继续批评OpenAI的商业行为,显示两家公司之间持续的竞争和对抗。

❤ 3.7w · 🔁 3.7k · 💬 2.0k · 👁 353.8w
热门回复 3
@actua11yahuman @elonmusk Wowzers!!! 🤯🤯🤯
@wahnopahzhi @elonmusk that's fucking sick
@abingos2 @elonmusk 当科幻小说遇上火箭爱好者的天堂!
@elonmusk When sci/fi meets rocket porn!
@TrendSpider 原文 ↗

Michael Burry将Machine Learning与互联网泡沫和2008年房地产危机相比较,警示投资者注意估值风险。

Michael Burry 目前正在发布帖子,将机器学习的兴起与互联网泡沫破裂前的互联网用户增长以及 2008 年金融危机前的美国房价上涨进行比较。
展开原文
Michael Burry is currently firing off posts comparing the rise of Machine Learning to that of Internet Users before the Dot Com Bubble burst and U.S. Home Prices before the 2008 financial crisis. https://t.co/8TgPG2sjyq
❤ 292 · 🔁 26 · 💬 39 · 👁 7.0w
热门回复 4
@MacroMicroNMike @TrendSpider 由于对 AI 的需求激增,AI 股票每季度都变得越来越有利可图。

房价变贵和房地产变得有利可图是因为 Bill Clinton 强迫银行向美国各地的贫民区分发给不合格的借款人贷款。

Burry 是个傻子。
@TrendSpider AI stocks are becoming more profitable every quarter due to demand for AI skyrocketing.

Houses became more expensive and housing became profitable because Bill Clinton forced banks to give out loans to unqualified borrowers in ghettos throughout the US.

Burry is retarded.
@n_chris42746 @TrendSpider 他不久前不得不关闭他的做空对冲基金,因为 20 年的牛市不是件坏事,所以我猜他周五晚上正在喝酒。很高兑我去年没跟随他投资 Lulu。
@TrendSpider He had to shut down his short hedge fund due to the 20 year bull market not long ago, so I guess he’s doing some drinking on a Friday night. Glad I didn’t follow him into Lulu last year.
@GNG_Pro @TrendSpider 那……这是剩余的图表……他到底想说什么?https://t.co/axRhgAaV5g
@TrendSpider So.... Here's the rest of the graphs.... what's his point again? https://t.co/axRhgAaV5g
@dankulous @TrendSpider dot com 时代以缺乏收益而闻名——标普 500 不仅有增加的收益和资本支出,这不仅限于七巨头。

机器学习和 dot com 是苹果和橙子……
@TrendSpider the dot com era famously lacked earnings - the s&p 500 has had increased earnings AND capex, this isn’t exclusive to the mag 7.

ML and dot com are apples & oranges…
@TrendSpider 原文 ↗

Sandisk在芯片板块暴跌后出现反弹,市场分析师认为这可能是技术性的买入机会。

多头看到鲜血就开始大餐特餐般地攻击 SanDisk(SNDK)本周 🍴
展开原文
Bulls saw blood and started feasting on Sandisk $SNDK this week 🍴 https://t.co/zptXLN7CTj
@TrendSpider 芯片和内存股票本周正在遭受重挫 🩸

🔴 SanDisk(SNDK) -16%
🔴 Micron(MU) -14%
🔴 Western Digital(WDC) -11%
🔴 Seagate(STX) -11%
🔴 Applied Materials(AMAT) -7%
🔴 Arm Holdings(ARM) -7%
🔴 Intel(INTC) -6%
🔴 Broadcom(AVGO) -4%
🔴 ASML(ASML) -2.5%
🔴 Advanced Micro Devices(AMD) -2%
🔴 Taiwan Semi(TSM) -1%
🔴 Nvidia(NVDA) -0.4%
Chip and memory stocks are taking a beating this week 🩸

🔴 Sandisk $SNDK -16%
🔴 Micron $MU -14%
🔴 Western Digital $WDC -11%
🔴 Seagate $STX -11%
🔴 Applied Materials $AMAT -7%
🔴 Arm Holdings $ARM -7%
🔴 Intel $INTC -6%
🔴 Broadcom $AVGO -4%
🔴 ASML $ASML -2.5%
🔴 Advanced Micro Devices $AMD -2%
🔴 Taiwan Semi $TSM -1%
🔴 Nvidia $NVDA -0.4%
❤ 368 · 🔁 18 · 💬 18 · 👁 8.8w
热门回复 4
@Letmeflytomoon @TrendSpider 市场似乎将上周的抛售视为反应过度,而不是长期前景的改变。随着 AI 基础设施支出的持续,优质 $memory 股票应该仍然受到良好支持。$SNDK $MU https://t.co/3Sdhwm9Isy
@TrendSpider The market seems to be treating last week's selloff as an overreaction rather than a change in the long-term outlook. As AI infrastructure spending continues, quality $memory names should remain well supported. $SNDK $MU https://t.co/3Sdhwm9Isy
@Yourmom32522 @TrendSpider 所以换句话说,这是要进入这个经典图表的"回归正常"阶段?🤔 https://t.co/RsENuiaTSV
@TrendSpider So in other words it’s on the way to the “return to normal” leg of this classic chart? 🤔 https://t.co/RsENuiaTSV
@SmokeySnipe @TrendSpider going nuts
@mattsha10 @TrendSpider 看起来像是熊市旗形正在展开
@TrendSpider Looks like a bear flag playing out