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九菲特
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九菲特

8折手续费邀请码:9FATE
Occasional Trader
8.4 Years
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7月23至24日,比特币现货ETF净流出超4.65亿美元,连续七天的流入势头中断了。 币价6.56万,距离2025年10月的12.63万目标还差一半。 这波下跌并非源于单一黑天鹅事件,所以也就没有所谓利空出尽的那一天。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
7月23至24日,比特币现货ETF净流出超4.65亿美元,连续七天的流入势头中断了。

币价6.56万,距离2025年10月的12.63万目标还差一半。

这波下跌并非源于单一黑天鹅事件,所以也就没有所谓利空出尽的那一天。

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As of July 27, 2026 at 12:00 noon, media reports from various sources say that Nvidia is in talks with OpenAI and intends to provide a financial guarantee of around $250 billion for Ohio data center project. The project is managed by SoftBank, with planned computing capacity reaching 10 gigawatts. Let’s first break down the nature of this money. The guarantee is not equity, and therefore does not get recorded in OpenAI’s owner’s equity. The guarantee is also not revenue, so it will not appear in Nvidia’s income statement for the current period. Instead, the guarantee is a contingent liability—only if the tenant defaults would it be converted into actual spending. The logic runs in four steps. Nvidia provides credit enhancement. The project company uses that to obtain low-cost debt. The debt is then converted into construction investment. The bulk of the construction investment goes to purchasing GPUs, and those purchases ultimately flow back into Nvidia’s revenue. 80% off fee discount invitation code: 9FATE Link: https://www.binance.com/zh-CN/activity/referral/bind-ref
As of July 27, 2026 at 12:00 noon, media reports from various sources say that Nvidia is in talks with OpenAI and intends to provide a financial guarantee of around $250 billion for Ohio data center project. The project is managed by SoftBank, with planned computing capacity reaching 10 gigawatts.

Let’s first break down the nature of this money. The guarantee is not equity, and therefore does not get recorded in OpenAI’s owner’s equity. The guarantee is also not revenue, so it will not appear in Nvidia’s income statement for the current period. Instead, the guarantee is a contingent liability—only if the tenant defaults would it be converted into actual spending.

The logic runs in four steps. Nvidia provides credit enhancement. The project company uses that to obtain low-cost debt. The debt is then converted into construction investment. The bulk of the construction investment goes to purchasing GPUs, and those purchases ultimately flow back into Nvidia’s revenue.

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Michael Burry announced on July 26, 2026, news of increasing his short position: Micron at $933.86, Nvidia at $210.28, Caterpillar at $893.49, and the iShares Semiconductor ETF at $535.83. The market took this as a bearish signal, interpreting it as a warning from the “big short” to AI. What’s being overlooked is the cost of opening the position. In early July, Burry had shorted Micron at $1,051.87, saying the semiconductor sector might see a pullback of around 30%. The added position is now at $933.86. From $1,051.87 to $933.86, the underlying has already dropped by 11.2%. This add-on was made on top of an existing profit, not while holding an underwater position. 80% discount trading fee invite code: 9FATE Link: https://www.binance.com/zh-CN/activity/referral/bind-ref
Michael Burry announced on July 26, 2026, news of increasing his short position: Micron at $933.86, Nvidia at $210.28, Caterpillar at $893.49, and the iShares Semiconductor ETF at $535.83.

The market took this as a bearish signal, interpreting it as a warning from the “big short” to AI.

What’s being overlooked is the cost of opening the position.

In early July, Burry had shorted Micron at $1,051.87, saying the semiconductor sector might see a pullback of around 30%. The added position is now at $933.86.

From $1,051.87 to $933.86, the underlying has already dropped by 11.2%. This add-on was made on top of an existing profit, not while holding an underwater position.

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这位在巴拉圭自家公寓意外坠楼身亡的早期比特币投资人,生前生活极其高调,过去常在社交媒体炫耀私人飞机和豪华游艇。 与此同时,他曾为多个加密货币项目背书喊单,自诩是关键支持者,但这些项目的最终结局,大多是币价归零或项目停摆。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
这位在巴拉圭自家公寓意外坠楼身亡的早期比特币投资人,生前生活极其高调,过去常在社交媒体炫耀私人飞机和豪华游艇。

与此同时,他曾为多个加密货币项目背书喊单,自诩是关键支持者,但这些项目的最终结局,大多是币价归零或项目停摆。

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上周末,让投资者比较兴奋的事,是巴菲特的伯克希尔总算开始掏钱了,其中最大的一笔是 100 亿投向了谷歌母公司 Alphabet 的私募。 同时,老爷子还在持续增持日本商社股票,以及 45 亿美元回购自家股份。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
上周末,让投资者比较兴奋的事,是巴菲特的伯克希尔总算开始掏钱了,其中最大的一笔是 100 亿投向了谷歌母公司 Alphabet 的私募。

同时,老爷子还在持续增持日本商社股票,以及 45 亿美元回购自家股份。

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当年 60 美元入场比特币的那位华裔币圈投资人 Chun Tak Yeh,被曝从高楼坠亡。 巴拉圭警方表示,他疑似从自家公寓 30 层坠落,遗体被发现时赤身裸体,而居住的公寓房门大开、室内一片混乱,经初步确认是 Quantum Fintech 的创始人,他于 2013 年进入比特币市场,参与投资。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
当年 60 美元入场比特币的那位华裔币圈投资人 Chun Tak Yeh,被曝从高楼坠亡。

巴拉圭警方表示,他疑似从自家公寓 30 层坠落,遗体被发现时赤身裸体,而居住的公寓房门大开、室内一片混乱,经初步确认是 Quantum Fintech 的创始人,他于 2013 年进入比特币市场,参与投资。

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也算是蹭上 AI 的热度了,这东西才不到一个月,竟然卖了 600 多单。扣除平台抽成,卖家基本能月入两万多。 ChatGPT、Claude、Grok 的 3D 打印假花。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
也算是蹭上 AI 的热度了,这东西才不到一个月,竟然卖了 600 多单。扣除平台抽成,卖家基本能月入两万多。

ChatGPT、Claude、Grok 的 3D 打印假花。

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前有小米笔记本,厚度还没一元硬币大 后有华为笔记本,重量还没一杯奶茶沉 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
前有小米笔记本,厚度还没一元硬币大

后有华为笔记本,重量还没一杯奶茶沉

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现在的年轻人好像不太想出国读书了。据经济学人统计,国内有留学意愿的人数在快速减少,与此同时,在海外毕业回国的人数比例却在不断攀升。 欧美留学开销越来越大,海归和国内高校毕业生的薪资差越来越小,再加上毕业后想留在当地拿工签的名额也越来越紧,成了最主要的原因。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
现在的年轻人好像不太想出国读书了。据经济学人统计,国内有留学意愿的人数在快速减少,与此同时,在海外毕业回国的人数比例却在不断攀升。

欧美留学开销越来越大,海归和国内高校毕业生的薪资差越来越小,再加上毕业后想留在当地拿工签的名额也越来越紧,成了最主要的原因。

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Surprisingly, it took four years to be noticed. A former NetEase game executive has been sentenced for stealing and selling accounts. While serving as an approval supervisor, he abused his back-end permissions and changed the passwords of 171 Dream Journey accounts that had not been logged into for a long time, then illegally sold the equipment for profit of 1.736 million yuan. Currently, the court has officially issued a first-instance verdict. In addition to refunding the illegal proceeds, he was sentenced to three years of suspended imprisonment and fined 20,000 yuan. 20% off fee handling invitation code: 9FATE Link: https://www.binance.com/zh-CN/activity/referral/bind-ref
Surprisingly, it took four years to be noticed. A former NetEase game executive has been sentenced for stealing and selling accounts. While serving as an approval supervisor, he abused his back-end permissions and changed the passwords of 171 Dream Journey accounts that had not been logged into for a long time, then illegally sold the equipment for profit of 1.736 million yuan.

Currently, the court has officially issued a first-instance verdict. In addition to refunding the illegal proceeds, he was sentenced to three years of suspended imprisonment and fined 20,000 yuan.

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天塌了,性压抑理论鼻祖峰哥,直播连线税务局,实名举报煤老板理论鼻祖汪海林,长期偷逃税款。 这在国内可是相当重磅的指控。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
天塌了,性压抑理论鼻祖峰哥,直播连线税务局,实名举报煤老板理论鼻祖汪海林,长期偷逃税款。

这在国内可是相当重磅的指控。

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不再过问政事的特朗普长女伊万卡,和她老公最近不是到处旅游,就是带着孩子度假,过起了半退休的生活。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
不再过问政事的特朗普长女伊万卡,和她老公最近不是到处旅游,就是带着孩子度假,过起了半退休的生活。

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就在 Anthropic 掌门人,流露出对新入职人才动机的担忧,认为他们奔着钱来而非出于对公司愿景的认同后。 Anthropic 刚挂出了一则内部调查员的招聘启事,职责是监管员工是否存在违规操作,以防 Claude 的敏感数据及资产外泄。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
就在 Anthropic 掌门人,流露出对新入职人才动机的担忧,认为他们奔着钱来而非出于对公司愿景的认同后。

Anthropic 刚挂出了一则内部调查员的招聘启事,职责是监管员工是否存在违规操作,以防 Claude 的敏感数据及资产外泄。

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针对代孕和赴美生子出重拳,特朗普刚才签了两道行政令,要求美国政府,禁止为那些专门跑去美国生,或者在美通过代孕出生的孩子,发放或认可公民身份。 与此同时,还把生育旅游提到了国土安全的高度,那些帮人代孕和赴美生子的中介与机构,都将面临严厉打击。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
针对代孕和赴美生子出重拳,特朗普刚才签了两道行政令,要求美国政府,禁止为那些专门跑去美国生,或者在美通过代孕出生的孩子,发放或认可公民身份。

与此同时,还把生育旅游提到了国土安全的高度,那些帮人代孕和赴美生子的中介与机构,都将面临严厉打击。

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华为竹知了梗发酵的这一周,不仅网友跟网友互杠,现在广东新闻和江苏新闻,也隔空互怼起来了。 江苏说劝华为大度的,你们合不合适? 广东说只准夸大宣传,不准大众调侃? 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
华为竹知了梗发酵的这一周,不仅网友跟网友互杠,现在广东新闻和江苏新闻,也隔空互怼起来了。

江苏说劝华为大度的,你们合不合适?
广东说只准夸大宣传,不准大众调侃?

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美国财长参加了 6 分钟的访谈,头一回讲清了美国为何时隔 15 年,出其不意地干预日元。他提到了 90 年代中期的亚洲金融危机,当时的一个导火索正是日元猛烈贬值。 同时日元跌得太狠,会冲击全球经济,所以除了这轮汇率干预,他还会盯着后续能让日元反弹的政策。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
美国财长参加了 6 分钟的访谈,头一回讲清了美国为何时隔 15 年,出其不意地干预日元。他提到了 90 年代中期的亚洲金融危机,当时的一个导火索正是日元猛烈贬值。

同时日元跌得太狠,会冲击全球经济,所以除了这轮汇率干预,他还会盯着后续能让日元反弹的政策。

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开源 AI 的现况,大众能免费用,但商业机构得付费了。 阿里打算对 Qwen3.8 Max 开启收入抽成,要是商业公司用它开发付费 AI 服务,赚了大钱,就得拿出一部分收益分给阿里。 类似的还有 Kimi K3,若年营收破 2000 万美元,就得跟月之暗面商讨最高 30% 的分成。 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
开源 AI 的现况,大众能免费用,但商业机构得付费了。

阿里打算对 Qwen3.8 Max 开启收入抽成,要是商业公司用它开发付费 AI 服务,赚了大钱,就得拿出一部分收益分给阿里。

类似的还有 Kimi K3,若年营收破 2000 万美元,就得跟月之暗面商讨最高 30% 的分成。

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以后别再纠结买哪款办公椅了 国内卷王大厂字节,替你选好了新方案 只不过从 humanscale 换到清闲 s1,怎么看都像是降本增效了? 8折手续费邀请码:9FATE 链接:https://www.binance.com/zh-CN/activity/referral/bind-ref
以后别再纠结买哪款办公椅了

国内卷王大厂字节,替你选好了新方案

只不过从 humanscale 换到清闲 s1,怎么看都像是降本增效了?

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