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Stablecoinsarequicklybecomingacorepartoffinancialmarkets Regulatorsaroundtheworldareintroducingstrictrulesforstablecoins.Theseframeworksfocusonfullreservebacking,licensing,transparency,andstrongconsumerprotections. TherecentlypassedGENIUSActintheU.S.isseenasaturningpointfordigitalassetregulation.Moreimportantly,itcouldstrengthenthedollarsroleandsupportabroadermodernizationofglobalfinanci...[阅读全文]
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Summary BloombergNewssaysDojosupercomputerteambeingdisbanded MusksaysdoesntmakesensetodivideresourcesonAIchips FocusedonTeslaAI5,AI6andsubsequentchips,Musksays TeslawillstreamlineitsAIchipresearchtofocusonitsdevelopmentofinferencechipsusedtorunAImodelsandmakereal-timedecisions,CEOElonMusksaid,afteramediareporthehadorderedtheclosureofthein-houseDojosupercomputerteam. BloombergNewsonT...[阅读全文]
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Noticehow#LargeCapprofitmargins(white)areINCREASINGwhilemidandsmallcaps(blueandorange)areDECREASING?Speakstothepowerof:
Scaletoabsorbcostpressuresandinvestinproductivity;
Pricingpowerinstickyinflationandtariffs;
Accesstocheaperfinancing;?
Greaterexposuretotech.? [阅读全文]
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? TheU.S.stockmarkethasseenincrediblegrowthoverthelastcentury,risingover524timessince1939.However,U.S.nationaldebthasgrownevenfaster.Federaldebthasincreasedby751timessince1939,reachingapproximately$36.2trillion.Thedebt’saverageannualgrowthrateof7.86%hasoutpacedboththestockmarketandnominalGDPgrowth. ? TheU.S.debtceilinghasbeenraisedover100timessince1917.Whilesomeinvestorsfearacrisis,t...[阅读全文]
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ItsManic-thatshowtheBloombergIntelligenceMarketPulseIndexdesicribesinvestorexuberanceforthismarket. TheBIMarketPulseIndexisbasedonsixinputs:pricebreadth,pairwisecorrelation,low-volatilityperformance,defensive-versus-cyclicalperformance,high-versus-lowleverageperformanceandhigh-yieldspreads. 从图可以看出23年以后无数次在同样level,可见不一定这个level一定correction [阅读全文]
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根据最新的第二季度财报,Hood表现强劲,超出市场预期。
营收与每股收益(EPS):Hood公布的第二季度营收为9.89亿美元,同比大幅增长45%,高于Zacks一致预期的9.221亿美元。每股收益(EPS)为0.42美元,同样超出市场普遍预期的0.31美元,实现了35.48%的超预期。
收入构成:交易收入仍然是其主要驱动力,尤其是期权交易收入。净利息收入也贡献了显著的增长。
用[阅读全文]
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核心业务和财务表现 Reddit是一家广受欢迎的社交媒体平台,其核心业务模式主要围绕广告收入和数据授权。 ?广告业务:Reddit利用其庞大的用户群和兴趣社群来精准投放广告,这使得其广告业务表现强劲。例如,该公司在2025年第二季度财报中,广告收入同比增长了84%。 ?数据授权:Reddit拥有的海量用户生成内容是一笔宝贵的数据资产。它通过向人工智能公司等第三方授[阅读全文]
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IBIT,HOOD,CRCL和COIN这4个股票,比特币IBIT最安全,HOODbusinessmorediversifiednotjustcryptorelated,CRCL有很大潜力但不确定性高,COIN风险最大只是Crypto交易评台 [阅读全文]
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JeffSommers'recentarticleintheTheNewYorkTimesofferedsomesobering,insightfulstatsoninvesting-andwhymostpeoplearebadatit. Onereasoncomesdowntowhenthebestreturnsarehistoricallycaptured: Everyoneofthetop10daysofthelastfivedecadesoccurredsoonafter-andoftenrightinthemiddleof-aterriblestockmarketdecline ? Forexample,whenwasthebestdayintheU.S.stockmarketinthelast16years? -ThispastApril9...[阅读全文]
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https://mp.weixin.qq.com/s/5g6AoQ7c9NYbwKIk67blmg 丹尼迈耶(DannyMeyer)曾因在曼哈顿打造出一系列高端餐厅而声名鹊起。 1985年,年仅27岁的他创立了第一家餐厅UnionSquareCafe,随后又创立了GramercyTavern和ElevenMadisonPark。尽管这些餐厅让他名声大噪,但真正让他开启最赚钱事业的,是他2001年为公园筹款而开设的热狗摊这个摊位最终孕育出ShakeShack,一个将汉堡与冷冻蛋奶冰淇淋玩出新花[阅读全文]
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