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RT @tron_boniu: 🐮波牛星期五，好运你做主！ 可爱的波牛杯子，送给5位小伙伴～ ✅关注🔄转发✍️评论，今晚开奖！
市场消息分享，方便大家及时获取信息，不构成任何建议。
AI解读
| 账号 | 用户名 | 已存推文 | 最近同步 | 错误 |
|---|---|---|---|---|
| Serenity | @aleabitoreddit | 588 | 2026-07-17 19:20:04 | - |
| Elon Musk | @elonmusk | 997 | 2026-07-17 19:20:06 | - |
| NVIDIA | @nvidia | 222 | 2026-07-17 19:20:08 | - |
| 孙宇晨（去过太空版）🧑🚀 | @sunyuchentron | 220 | 2026-07-17 19:20:09 | - |
RT @tron_boniu: 🐮波牛星期五，好运你做主！ 可爱的波牛杯子，送给5位小伙伴～ ✅关注🔄转发✍️评论，今晚开奖！
RT @no4core: @saneord also 29 days ago.
RT @ no4core: @ saneord也是29天前。
As promised
兑现承诺
@signulll Try Grok
@ signulll Try Grok
@tunguz 🎯
Try Grok
@tunguz Yup
RT @kentcdodds: Grok 4.5 is the first time I feel like I can regularly use a Grok model for building software.
RT @ kentcdodds ： Grok 4.5是我第一次觉得可以定期使用Grok模型来构建软件。
@ArtemisConsort Yeah
@ ArtemisConsort Yeah
Grok Imagine
Grok Imagine
Grok Build upgrades
Grok建造升级
@babybluecream Yeah, my $EWY longs crashed quite a bit. I still think the operating income that SK Hynix and Samsung produces will catch up to the MC eventually, so I’m holding my memory positions. Regardless, not a fun time to watch Asian markets from Nikkei to Taiwan to Kospi drop so much.
@ babybluecream是的，我的$ EWY长发有点崩溃。 我仍然认为SK海力士和三星产生的营业收入最终会赶上MC ，所以我坚持自己的记忆立场。 无论如何，从日经到台湾再到Kospi ，观看亚洲市场的下跌并不是一个有趣的时刻。
马来西亚见 🇲🇾
Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRAM demand". - 2027: "fulfillment is expected to fall into the 60% range." In the article, they attached market forecasts that show SK Hynix with a 2027 3.5x P/E and Samsung a 3.9x P/E. Think the $INTC CEO said it best around timeframes with his quote "no relief in memory supply or pricing until at least 2028". Especially after $MU 16 LTAs with favorable take or pay volume contracts... memory demand seems structural.
Meritz Securities的Kim Sunwoo ： “现在不是出售三星电子和$ SKHY的时候” 他们声称市场过度误解了SEMIS的情况。而DRAM短缺将在今年下半年加剧。 - 2026年下半年： “供应商只能满足75% –80%的DRAM需求”。 - 2027年： “订单履行率预计将降至60%。” 在文章中，他们附上了市场预测，显示SK海力士的2027年市盈率为3.5倍，三星的市盈率为3.9倍。 我认为$ INTC首席执行官在时间范围内说得最好，他的报价是“至少在2028年之前，内存供应或定价没有任何缓解”。 特别是在$ MU 16个长期协议具有有利的买入或支付量合约之后……内存需求似乎是结构性的。
越来越好
@dvorahfr 🔥
Starlink V3 will increase space-based bandwidth by ~2 orders of magnitude
Starlink V3将使天基带宽增加约2个数量级
@PeterDiamandis True
@ PeterDiamandis True
To be confident of a good flight, 2 Raptors will be removed & replaced. Most probable launch timing is early next week.
为了确保飞行顺利， 2架猛禽将被移除并更换。最有可能的发射时间是下周初。
@mark_k True
@ mark_k正确
@IntCyberDigest Linus is right, as usual
像往常一样， @ IntCyberDigest Linus是对的
Some of the engines didn’t start, triggering an automatic launch abort. Now offloading propellant. Next launch attempt hopefully in a few days.
一些引擎没有启动，触发了自动启动中止。 现在卸载推进剂。 希望在几天内进行下一次发射尝试。
RT @techdevnotes: SpaceXAI has updated Zero Data Retention (ZDR) in Docs with more information
RT @ techdevnotes ： SpaceXAI更新了文档中的零数据保留(ZDR) ，提供了更多信息
To understand more about Starship
了解有关Starship的更多信息
@wholemars Where is John Galt?
@ wholemars John Galt在哪里？
RT @ARKInvest: No Starship, no orbital data centers. No orbital data centers, no potential $28.5 trillion market. Before you watch tonight…
RT @ ARKInvest ：没有星际飞船，没有轨道数据中心。没有轨道数据中心，没有潜在的28.5万亿美元市场。 在您今晚观看之前……
RT @finkd: A lot of people asked for this, so Muse Spark 1.1 is now on OpenRouter.
RT @ finkd ：很多人都要求这样做，所以Muse Spark 1.1现在在OpenRouter上。
RT @jamesdouma: Today I’m really feeling the acceleration.
RT @ jamesdouma ：今天我真的感受到了加速。
@scaling01 Sensible self-awareness
@ scaling01明智的自我意识
@tobi True
@ tobi True
RT @XFreeze: We have Falcon and Starship taking off almost at the same time today (~2 hours apart) For other space programs, this is years…
RT @ XFreeze ：我们今天有猎鹰和星际飞船几乎同时起飞（相隔约2小时） 对于其他太空计划，这是多年……
Tesla now in Uruguay
特斯拉现已在乌拉圭
RT @Kristennetten: Love the new Starship Schematics T-shirt sold by SpaceX
RT @ Kristennetten ：喜欢SpaceX销售的新Starship Schematics T恤
Starlink now available in Côte d'Ivoire!
Starlink现已在象牙海岸推出！
Starship launch window opens at 5:45pm Texas time
星舰发射窗口于德克萨斯时间下午5:45开放
RT @milichab: Extremely strong at CAD and spatial reasoning
RT @ milichab ：在CAD和空间推理方面非常强大
@ArtificialAnlys Impressive
@ ArtificialAnlys令人印象深刻
@Midnight_Captl 💚
@ Midnight_Captl 💚
@benitoz 💚
@StockMKTNewz 🦾💚
RT @Starlink: Starlink Mobile will be available in Italy with @FASTWEB. The service will keep customers connected via apps and text messag…
RT @ Starlink ： Starlink Mobile将通过@ FASTWEB在意大利推出。该服务将通过应用程序和短信与客户保持联系……
Nations have always invested in critical infrastructure to grow their economies and improve citizens’ lives, from transportation and communications to commerce, entertainment and healthcare. Today, AI is the most important layer of that infrastructure. It is turbocharging innovation across every facet of society. That's why countries are now investing in AI capabilities that let them design, train and deploy models using: 🏗️ Domestic infrastructure 📊 Local datasets 🌱 Homegrown expertise This approach ensures AI solutions are tailored to local citizens, services and regulations, and that systems reflect each nation’s unique needs and priorities. Learn More:
从交通和通信到商业、娱乐和医疗保健，各国一直投资于关键基础设施，以发展经济并改善公民生活。 如今，人工智能是基础设施中最重要的一层。它正在推动社会各个方面的创新。 这就是为什么各国现在正在投资人工智能功能，使他们能够使用以下方式设计、训练和部署模型： 🏗️ 国内基础设施 📊 本地数据集 🌱 本土专业知识 这种方法确保人工智能解决方案针对当地公民、服务和法规量身定制，并确保系统反映每个国家的独特需求和优先事项。 了解更多。
RT @aelluswamy: @SpaceXAI It’s been very fast, and a pleasure to use. Nice work!
RT @ aelluswamy ： @ SpaceXAI非常快，使用起来很愉快。做得好！
RT @SpaceX: Stacking Starship for Flight 13
RT @ SpaceX ： Stacking Starship for Flight 13
My guess is we’re close to market bottom on semis from $INTC to $LITE. A good indicator is if everyone on $RDDT blew up their portfolios to $0.
我猜我们接近SEMIS的市场底部，从$ INTC到$ LITE。 一个很好的指标是， $ RDDT上的每个人都将他们的投资组合扩大到$ 0。
I’m not sure if you’re aware but the entire AI sector is dropping indiscriminately right now. A $1T company like Samsung is down -26% this month. $MRVL is down -31%. So higher beta names tend to move a lot more like $AAOI and $SIVE with their 50% drops. But recoveries tend to be a lot more volatile like $AEHR 50% single day gain after ER.
我不确定你是否知道，但现在整个人工智能领域都在不分青红皂白地下降。 像三星这样的$ 1T公司本月下跌了26%。$ MRVL下降-31%。 因此，更高的测试版名称往往更像$ AAOI和$ SIVE ，下降了50%。 但复苏的波动性往往要大得多，比如急诊后$ AEHR单日收益50%。
Morgan Stanley listed $SIVE as the three core CPO laser players alongside $LITE and $COHR in their note 3 days ago. Fidelity Research, JP Morgan and others have started to take active positions. They recently raised an oversubscribed institutional round at 57 SEK. This is all ahead of US NASDAQ listing. I personally see short term liquidity disconnects relative to forward revenue around now and I'm sure institutions are capitalizing on it.
摩根士丹利(Morgan Stanley)在3天前的报告中将$ SIVE列为与$ LITE和$ COHR并列的三家核心CPO激光厂商。 富达研究(Fidelity Research)、摩根大通(JP Morgan)和其他公司已经开始采取积极立场他们最近筹集了一轮超额认购的机构融资，金额为57瑞典克朗。 这一切都领先于美国纳斯达克上市。 我个人认为，现在短期流动性与远期收入之间存在脱节，我相信机构正在利用它。
I think people tend to forget that $LITE went from a $3B valuation to $60B+ in 2 years time from owning the EML chokepoint. This was before the 9x TAM expansion to ~$154B per GS by H2 2028. $SIVE has the opportunity to dominate the next CW chokepoint with 1.6T and CPO. And it's sitting at ~$1.1B now.
我认为人们往往会忘记，从拥有EML阻塞点开始， $ LITE的估值在2年内从30亿美元降至600亿美元以上。 这是在2028年下半年TAM扩张至每GS约$ 154B之前。 $ SIVE有机会以1.6T和CPO主宰下一个CW咽喉。 现在约为11亿$。
Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others): Using 10% of Win's wafer capacity as a low-end allocation (65% yield assumption, $50-$75 ASP): Sivers would support $341-$512M worth of annual array revenue. Given upper end of managements 50-60%+ gross margin target, would be roughly: $205–307M of annual gross profit. Against Sivers current ~$1.1B MC, would be ~: 3.6–5.4× MC/gross profit if this capacity scenario plays out in 2028. And at 15% would be $307–461M in gross profit (2.4–3.6× MC/gross profit) Sivers CEO also replied that they're working with more fabs for capacity. And from an older deck, there looks to be more qualifications since 2024. So capacity targets might be larger than what's stated here as CPO takes off. I also expect to see revenue pipeline projections hiked in future quarters, as more qualification suppliers to into HVM. _ As for demand side, CW also happens to be very bottlenecked. Lumentum are buying CW off the open market due to EML obligations from their ER transcript. And $AMD are signing LTAs to secure CW capacity (from Trendforce). So when Sivers is ramping with $GFS, $JBL, Ayar, $POET, O-NET and others... Given the current constraints, it's highly likely any independent qualified capacity that comes online would be absorbed. And as a cherry on top, Morgan Stanley named $SIVE (~$1.1B) as one of the three leading CPO laser players . Alongside $55B+ players Coherent and Lumentum in their recent note for a reason... _ TLDR: Sivers only needs a low end allocation from Win to make substantial gross income relative to current valuations. I think the largest revenue upside that isn't modeled in if they TAM expansion with M&A after US NASDAQ listing. By copying the Lumentum playbook with Cloud Light to build out entire transceiver modules or with optical engines.
很多人对fab-light （ Win Semi +其他）的$ SIVE产能体积坡道建模感到好奇： 使用Win晶圆产能的10 ％作为低端分配（ 65 ％收益率假设， $ 50- $ 75 ASP ） ： Sivers将支持价值$ 341- $ 512M的年度阵列收入。给定管理层上限50-60% +毛利率目标，大致为： 年毛利润为$ 2.05 - 3.07亿。 针对Sivers当前的~ $ 11亿MC ，将为~ ： 如果此产能情景在2028年实现，则为3.6-5.4 × MC/毛利润。 15 ％的毛利润为3.07亿至4.61亿美元（ 2.4–3.6 × MC/毛利润） Sivers首席执行官还回答说，他们正在与更多晶圆厂合作以获得产能。从较旧的卡组来看，自2024年以来，似乎有更多的资格。 因此，随着CPO的起飞，容量目标可能大于此处所述的目标。 我还预计，随着更多的资质供应商进入HVM ，收入渠道预测将在未来几个季度上调。 _ 至于需求方面， CW也碰巧遇到了瓶颈。 由于其ER成绩单中的EML义务， Lumentum正在公开市场上购买CW。 $ AMD正在签署长期协议，以确保CW容量（来自Trendforce ）。因此，当Sivers使用$ GFS ， $ JBL ， Ayar ， $ POET ， O-NET等时... 鉴于目前的限制，上线的任何独立合格产能都极有可能被吸收。 摩根士丹利（ Morgan Stanley ）将$ SIVE （约11亿美元）评为三大领先的CPO激光厂商之一。 在最近的笔记中，除了$ 55B以上的球员Coherent和Lumentum之外，还有一个原因... _ TLDR ： Sivers只需要从Win获得低端分配，即可获得相对于当前估值的可观总收入。 我认为，如果他们在美国纳斯达克上市后通过并购进行TAM扩张，那么最大的收入增长就不会被模仿。 通过使用Cloud Light复制Lumentum剧本来构建整个收发器模块或使用光学引擎。
I personally think valuations are extremely stupid now on $AAOI and $SIVE. With AAOI you're doing $5.62B annualized revenue (probably higher), by midpoint next year. And it's a $8B MC. With Sivers, I would est. it's close to ~5 forward 2028 P/E off 10% win allocation, 65% yield, and $75 ASP.
我个人认为现在对$ AAOI和$ SIVE的估值非常愚蠢。 通过AAOI ，您将在明年年中实现56.2亿美元的年化收入（可能更高）。这是一个80亿美元的MC。 对于Sivers ，我估计它将接近5 ％的远期2028年市盈率，获利分配为10 ％ ，收益率为65 ％ ，平均每股75 $。
Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / margin cascades.
今天， $ MU宣布与$ QCOM签署内存LTA。 有趣的反应是看到Micron紧接着下降了5.37%。 不觉得所有这些结构协议签署的记忆或人工智能名称都有任何个人问题吗？ 更像是去杠杆/保证金级联的尾端。
RT @iam_smx: Starship Flight 13 is flying today, and once again it’s going to make history Throwback: Amazing moment when a SpaceX employe…
RT @ iam_smx ：星际飞船13号航班今天正在飞行，它将再次创造历史 回忆： SpaceX雇佣……的惊人时刻
RT @stevenmarkryan: I swear, Grok Build adds about 60 points to my IQ which means I can experience what it's like to have an IQ in the top…
RT @ stevenmarkryan ：我发誓， Grok Build为我的智商增加了大约60分，这意味着我可以体验智商最高的感觉……
RT @milichab: Render mermaid charts in your CLI
RT @ milichab ：在CLI中渲染美人鱼图表
RT @BasedMikeLee: Rick Scott Is Right
RT @ BasedMikeLee ： Rick 斯科特 为 右边
RT @ScottPresler: OH MY GOSH! The House just voted 215-211 in favor of a special rules resolution, which instructs for the text of the…
RT @ ScottPresler ：哦，我的天哪！ 众议院刚刚以215-211的投票结果通过了一项特别规则决议， 其中指示了……的文本
RT @Tesla: Buying a Tesla is easy Order within 2 mins on our website, then complete the entire process in the Tesla app
RT @ Tesla ：购买特斯拉很容易 在我们的网站上2分钟内下单，然后在特斯拉应用程序中完成整个流程
RT @Starlink: Starlink and the @JAAGOFoundation in Bangladesh are providing connectivity to 30,000 students across remote schools, giving e…
RT @ Starlink ： Starlink和孟加拉国的@ JAAGOFoundation正在为偏远学校的30,000名学生提供连接，为...
@StockSavvyShay Hope someone at X can fix this if there's enough visibility. Seems like a pretty critical bug.
@ StockSavvyShay如果有足够的能见度，希望X的人可以解决这个问题。 这似乎是一个非常严重的漏洞。
I hope there's someone at X can fix this subscription bug. Many people are reporting that subscriptions don't renew anymore.
我希望X有人可以修复此订阅错误。 许多人报告说，订阅不再续订。
@XtineFang @nikitabier X is doing everything they can so I lose my spot to Elon Musk!
@ XtineFang @ nikitabier X正在尽其所能，所以我输给了Elon Musk ！
RT @AJamesMcCarthy: This feels like a scene out of a sci-fi movie but it’s just my drive to work this morning
RT @ AJamesMcCarthy ：这感觉就像科幻电影中的场景，但今天早上我只是开车去上班
波场USDT正蓬勃生长
加入孙学领悟 凡是过往，皆为序章 What’s past is prologue 永远向前看
确实都是07的，而且我真的一年级的时候去修了数学分析，几周后扛不下来退了 😂
孙迟但到
力度真的大
@JohnTitor @aaronburnett 😂
@ JohnTitor @ aaronburnett 😂
Arguing with NPCs is pointless
与NPC争论毫无意义
GPU average power consumption if it’s doing inference over the course of 24 hours is ~2/3 of its peak power, even if you’re super efficient. SpaceX AI Sat V1 peak power spec has been raised to ~250kW (battery-assisted), with average power of ~160kW. Will be able to handle an NVL72 Ruben rack. This is just version 1.
如果在24小时内进行推理， GPU的平均功耗约为其峰值功率的2/3 ，即使您的效率超高。 SpaceX AI Sat V1峰值功率规格已提高到约250kW （电池辅助） ，平均功率约为160kW。将能够处理NVL72 Ruben机架。 这只是第一版。
RT @MatthewBerman: I know I'm late but yeah ok Grok 4.5 is actually really good. It's super fast, direct path to solutions, and quite cap…
RT @ MatthewBerman ：我知道我迟到了，但好的， Grok 4.5实际上非常好。 这是一条超快速、直接的解决方案之路，而且上限相当大……
RT @teslaownersSV: "@elonmusk is working on the most important areas of A.I. xAI is working on foundation cognitive intelligence A.I., Tesl…
RT @ teslaownersSV ： “@ elonmusk正在研究AI最重要的领域。xAI正在研究基础认知智能AI、Tesl……
That’s how making a startup succeed goes
这就是让创业公司成功的方式
RT @cb_doge: BREAKING: SpaceXAI sues Grok user accused of creating illegal deepfakes. Elon Musk previously warned that anyone using Grok t…
RT @ cb_doge: BREAKING: SpaceXAI起诉Grok用户制造非法deepfake。 埃隆·马斯克（ Elon Musk ）此前曾警告说，任何使用Grok的人
RT @AJamesMcCarthy: The sheer amount of energy it takes to defeat gravity is humbling, but a powerful reminder of what humanity is capable…
RT @ AJamesMcCarthy ：击败重力所需的巨大能量令人羞愧，但它有力地提醒我们人类的能力……
@kevinnbass Accurate
@ kevinnbass Accurate
@brivael Oui
RT @XFreeze: Grok Build is now fully open source, and SpaceXAI has made its privacy-first approach even stronger SpaceXAI has officially:…
RT @ XFreeze ： Grok Build现已完全开源， SpaceXAI使其隐私至上的方法更加强大 SpaceXAI已正式： ……
RT @JasonBud: We've appreciated your feedback on X. Limits are reset, Grok 4.5 is available in the EU, and Grok Build is now open source.
RT @ JasonBud ：感谢您对X的反馈。限制已重置， Grok 4.5已在欧盟推出， Grok Build现已开源。
@brivael It’s great that they’re writing about it
@ brivael他们写这篇文章真是太好了
RT @trondaoCN: 🎤孙哥 @justinsuntron 在 #WebX2026 发表线上主题演讲，系统阐述区块链在AI智能体时代的基础设施价值。 🔴伴随AI智能体开始具备搜索、推理、协商及任务协同能力，区块链与人工智能正逐步走向融合。 🔴波场 #TRON… htt…
“我的同学王虹邓煜”
RT @CoinMarketCap: LATEST: ⚡ Anchorage Digital has added native TRX staking for institutional clients.
RT @ CoinMarketCap ：最新消息： ⚡ Anchorage Digital为机构客户增加了本地TRX质押。
@BasedMikeLee Why are they so intent on self-destruction?
@ BasedMikeLee为什么他们如此热衷于自我毁灭？
RT @grok: Usage limits are reset and Grok Build is open-source
RT @ grok ：使用限制被重置， Grok Build是开源的
Jensen. @SEGA. Akihabara. 🎮 Some collabs are just meant to be. We stepped into the heart of Tokyo's most legendary gaming district to celebrate decades of shared history, and the next era with @NVIDIARTXSpark.
Jensen。@世嘉。秋叶原。 🎮 有些合作只是命中注定。 我们走进东京最具传奇色彩的游戏区的中心，与@ NVIDIARTXSpark一起庆祝数十年的共享历史和下一个时代。
Read the blog: nvda.ws/4hgaxW1
阅读博客： nvda.ws/4hgaxW1
Japan's biggest banks spent the last few years evaluating AI. Now they're building the infrastructure for it. 🏭 We're working with Mizuho, SMFG, Rakuten Bank, and MUFG NICOS to build the AI factories making that possible — using NVIDIA Nemotron open models and Agent Toolkit to turn regulated financial data into intelligence.
过去几年，日本最大的银行都在评估人工智能。现在他们正在为此构建基础设施。 🏭 我们正在与瑞穗、SMFG、乐天银行和MUFG NICOS合作，建立人工智能工厂，使用NVIDIA Nemotron开放模型和代理工具包将受监管的金融数据转化为智能。
Building a production-ready vision AI agent no longer takes thousands of developer hours. NVIDIA Metropolis offers 80+ open agent skills for generating synthetic data, fine-tuning models, deploying applications and unlocking real-time insights, all through natural-language prompts. Leading companies like @FujitsuOfficial, @Hitachi, @OMRON_Official, @YazakiNA, and Shimizu Corporation are using Metropolis to bring agentic vision AI into manufacturing and critical infrastructure.
构建生产就绪的视觉AI代理不再需要数千个开发人员小时。 NVIDIA Metropolis提供80多种开放式代理技能，可通过自然语言提示生成合成数据、微调模型、部署应用程序和解锁实时见解。 像@ FujitsuOfficial、@ Hitachi、@ OMRON_Official、@ YazakiNA和Shimizu Corporation这样的领先公司正在利用Metropolis将代理视觉人工智能引入制造业和关键基础设施。
The Information：ASML 计划上调芯片制造设备价格，台积电表示反对 在人工智能芯片需求激增的背景下，阿斯麦计划扩大产能。 由于需求强劲，阿斯麦将2026年销售额预期上调至430亿至450亿欧元。
一、昨日热点 实验猴：昭衍新药 创新药：哈药股份 影视：儒意电影 零售：宁波中百 股权变更：艾艾精工 中报业绩：九安医疗、中利集团、中嘉博创 二、7款AI手机备案信息公布 1、与上市公司相关的两家：小米澎湃AI、努比亚豆包手机大模型。 2、记者独家获悉字节跳动联合中兴努比亚打造的首款 AI 智能体手机今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。 3、《科创板日报》获悉，阿里千问将作为AI能力集成至Apple智能，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。苹果与百度将合作，百度重点开发一种基于人工智能的搜索功能，作为苹果智能功能套件的一部分，能够处理图像和文本，并升级为中国版的 Siri语音助手。 努比亚豆包手机：道明光学、中兴通讯 小米手机：小米集团（港股） 苹果手机（阿里）：数据港 三、荣耀IPO进展报告 7月15日，中信证券在官网披露了关于荣耀终端股份有限公司首次公开发行股票并上市辅导工作进展情况报告（第三期）。（此前传闻终止） 荣耀IPO：天音控股、爱施德 四、行业要闻 1、华测检测：全资子公司开展实验猴繁育养殖，向上游布局实验动物资源。（互动平台） 2、上海考察时强调，高质量推进城市更新。（中华企业、城投控股） 3、越疆科技创业板IPO将于7月22日上会。（大众公用） 4、英伟达黄仁勋表示，Vera Rubin计算平台进展顺利，已投入生产。 5、腾讯云：8月1日起 对云数据库MySQL存储空间超用计费。 6、阿斯麦在最近几周告知部分客户，计划对其深紫外（DUV）光刻系统提价10%。
RT @MiaAI_lab: I've inspected the open-sourced Grok Build so you don't have to. Here's exactly what data it sends (and what stays local):…
RT @ MiaAI_lab ：我已经检查了开源的Grok Build ，因此您不必这样做。以下是它发送的数据（以及保持本地的数据） ： ……
国内外均强调机器人终端落地，26年将是量产元年，坚定看好核心组合！ #国内加速真实场景应用探索，着重推进机器人场景落地 1）世界机器人大会新闻发布会在北京召开，大会现场将发起“全球机器人应用探索计划”，招募量产产品对接给全球优秀创新团队无偿试用，面向全球领军企业招募人形机器人、四足机器人、灵巧手等量产产品，在真实场景中开展应用探索，推动前沿技术加速落地。 2）国务院国资委将在大会现场宣布成立中央企业机器人创新联合体，构建“技术共研、场景共用、成果共享”的创新生态，汇聚央企资源优势与产业合力。 #星际规划催生Optimus新需求，26年规模量产大势所趋 1）马斯克更新星际规划路线图，26年底重要节点：按照最新规划，26年底SpaceX将运送首批物资+Optimus机器人，机器人先完成基础设施（铺设太阳能板、钻孔找水、建造栖息地、制备返程燃料），所做事项与当前的工厂场景高度相似，26年底将是重要节点。 2）产业链如火如荼，7月开始系统正式下单，量产逐步规范化：7月开始供应商正式接到系统下单（此前均为邮件下单），7-9月量产爬坡节奏明确，周产150、300、1200台机器人，目前核心供应商均处于产能供不应求阶段。 #坚定看好此轮机器人的行业拐点# 1）T链聚焦确定性，除【三花、拓普】外，重点推荐边际变化大的轻量化龙头【福赛科技】，其次旋转环节，谐波减速器龙头【斯菱智驱】，旋转关节+覆盖件【新泉股份】，配套新泉合作【凯迪股份】，边际变化【科达利】；设备【田中精机】；丝杠【贝斯特+恒立液压+浙江荣泰+北特科技+五洲新春】，以及长盈精密、震裕科技、泛亚微透、日盈电子等 2）波士顿链，韩国唯一主机厂，【福赛科技+凯迪股份+泛亚微透】 [玫瑰] 详细细节欢迎私信沟通~
Learn more: nvda.ws/4gEPj3V
了解更多： nvda.ws/4gEPj3V
Japan’s enterprises, startups and research institutions are building industry-specialized AI with NVIDIA Nemotron open models, data and libraries, helping advance AI tailored to the country’s language, industries and workforce.
日本的企业、初创公司和研究机构正在利用NVIDIA Nemotron开放模型、数据和库构建行业专用人工智能，帮助推进针对该国语言、行业和劳动力量身定制的人工智能。
@goth600 😂
Grok Build is now open source
Grok Build现已开源
RT @Box: The #BoxWorks agenda is live, and @nvidia CEO Jensen Huang is taking the main stage. Jensen will join Box CEO @levie for a keynot…
RT @ Box ： # BoxWorks议程现已上线， @ nvidia首席执行官Jensen Huang将登上主舞台。 Jensen将加入Box首席执行官@ levie进行主题演讲……