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Circle shares rise as second-quarter revenue jumps 53%
(2025-08-12 05:56:36)
KEYPOINTS Thestablecoinissuerposteda53%increaseinrevenue,drivenbystrongstablecoingrowthinthequarter. Circleswungtoanetlossof$482.1million,citingchargesrelatedtoitsJuneIPOthisyear. CirclealsoannouncedtheforthcominglaunchofanewblockchaincalledArc,designedtobeanetworkforstablecoinpayments,FX,andcapitalmarketsapplications.
CircleInternetGroupsharesjumpedTuesdayafterreportingitsfirstq...[阅读全文]
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富国银行在财报发布前看好英伟达
(2025-08-12 04:28:16)
富国银行将Nvidia（纳斯达克股票代码：NVDA）股票目标价从185美元上调至220美元，该公司将于本月晚些时候公布季度业绩。 该公司维持对Nvidia的增持评级。 以AaronRakers为首的分析师表示，鉴于季度内需求数据强劲，以及有关恢复向中国销售H20芯片的许可证的报道，他们在该公司将于8月27日公布盈利结果之前提高了预期（高于市场预期）。 分析师指出，强劲的季[阅读全文]
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Blackrock’s ETHA Draws in $300M in a day
(2025-08-12 02:34:40)
InvestorsarepouringcapitalintoU.S.-listedetherETFs,helpingpushtheassetspriceto$3,000.
Whattoknow: Ethereumsether(ETH)isexperiencingasurgeininvestorinterest,withU.S.spotETFsbookingoneoftheirstrongestinflowstodatethisweek. BlackRocksiSharesEthereumTrustrecordeditslargestdailyinflowonThursday,whilethenineU.S.-listedETHETFsattracted$703millioninnetinflowsthisweek,thethirdlargestintheirhistor...[阅读全文]
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Investor sentiment looks to be immune
(2025-08-12 02:12:58)

InstitutionalinvestorshavenotbeenasbroadlyoptimisticastheyaretodaysincetheannouncementofaCOVIDvaccine.Itsuggeststheyarebecomingimmunetopolicyuncertaintyoratleastbelievesuchuncertaintieshavepeaked. [阅读全文]
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US equity market concentration is at a historical high
(2025-08-12 02:07:45)

Stockmarketconcentrationisthehighestsincethe1930s,shouldinvestorsworry? Concentrationisrisingeverywhere.Lookingathistory,thatcouldbebeaworry,becauseinnovationhastypicallycomefromsmallercompanies.Butthisconcernseemslessrelevantintodayswinnertakesalleconomy Whatmightconcerninvestorsishowhighmarketconcentrationimpactsfutureinvestmentreturns.Concentratedportfoliosaremoreidiosyncraticandl...[阅读全文]
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"Long Magnificent 7" is once again seen as the most crowded
(2025-08-12 02:01:12)

AlmosteveryoneisALL-INontheMag73stocks:169surveyedfundmanagerswith$413billioninassetssaidinAugustthattheLongMagnificent7isthemostcrowdedtrade.
Professionals,foreigners,andretailinvestorsareheavilyinvestedinthesestocks. Source:GlobalMarketsInvestor,BofA [阅读全文]
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Bitcoin在2025年表现落后于黄金，但长期回报率主导各大资产类别
(2025-08-12 01:45:17)
Bitcoin在2025年表现落后于黄金，但长期回报率主导各大资产类别
要点速览：
*截至8月8日，Bitcoin在2025年的涨幅为25.2%，仅次于黄金的29%涨幅。
*自2011年以来，Bitcoin的总回报率已超过黄金308,000倍以上。
*BTC自2011年以来的年化收益率也遥遥领先，远超股票和房地产。
根据CoinDesk的数据，Bitcoin在过去24小时下跌了0.11%，价格为116,702美元。但根据金融策略师CharlieBilello在[阅读全文]
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和我妹今晚的对话，她3星期前转了5万到账户，我让她当时全投非要留1万，今天早上让她全买现在小赔又后诲，典型普通投资者心态
(2025-08-11 20:25:36)

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马斯克的大招来了！智驾智舱全部升级，承认超算芯片走进死胡同
(2025-08-11 15:13:43)

? 马斯克押注智驾智舱！FSD模型参数量提升10倍，全新车机系统也被大神扒出来了。 车东西8月11日消息，就在今天，特斯拉CEO马斯克官宣FSD14将在6周后发布。对于全新FSD系统，马斯克十分看重，他表示“FSD14可能是迄今为止最重要的更新。”
? 据马斯克介绍，全新FSD不仅实现了参数量增加10倍，还在其他方面实现了改进，例如应对罕见路况的能力进一步加强。 马[阅读全文]
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Tesla just got its biggest break yet in the robotaxi wars
(2025-08-11 07:41:36)
AnewTeslaapprovalkicksElonMusksautonomousrideambitionsintohighergear. Everysooften,Tesla(TSLA)makesaheadline-grabbingmovethatseemsmorelikeaturningpointhidinginplainsight. Noflashyevent,justasubtlepermitthatcouldpotentiallybecomethefoundationforsomethingmuchbiggerintherobotaxirace. AndwhiletheEVgianthasmassivelong-termambitions,thisonecouldopenupapathtoabusinessthatmightrewritetherules...[阅读全文]
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