▼ 金融热点智读80 条

📄 SpaceX has committed to using Nvidia GPUs exclusively because they are the best 🕐 2026/08/05 04

💡 逻辑

📄 SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute → http:// spacex.com/spacexai/starm ind … 🕐 2026/08/05 03

💡 逻辑

📄 Wells Fargo has said it sees paychecks rising faster than inflation. 🕐 2026/08/04 23

💡 逻辑

📄 The southern route through the Strait of Hormuz remains free and open for all commercial vessels seeking to transit the international waterway. Over the past three months, U.S. forces have assisted more than 1,000 vessels in successfully transiting the strait despite unwarranted 🕐 2026/08/05 04

💡 逻辑

📄 BREAKING: The S&P 500 surges above 7,700 for the first time in history. This pushes the total market cap of the S&P 500 above $70 trillion for the first time ever. 🕐 2026/08/04 23

💡 逻辑

📄 BREAKING: AMD stock, $AMD , falls over -10% despite reporting stronger than expected earnings and guidance. 🕐 2026/08/05 04

💡 逻辑

📄 BREAKING: Iran is reportedly considering allowing European nations to clear mines from the Strait of Hormuz as part of a deal to normalize shipping in key waterway. Iran has reportedly "softened its stance" in private meetings regarding allowing foreign countries to participate 🕐 2026/08/05 00

💡 逻辑

📄 BREAKING: SpaceX, $SPCX , announces a new partnership with Nvidia, $NVDA , to design its Starmind AI-1 payload, bringing data center-class compute into orbit. The partnership will use Nvidia’s Rubin GPUs and Vera CPUs, while increasing SpaceX’s peak satellite computing capacity to 🕐 2026/08/05 03

💡 逻辑

📄 BREAKING: SpaceX, $SPCX , earnings: - Revenue: $7.81 billion, est: $6.82 billion - EPS: -$0.09, est: -$0.23 🕐 2026/08/05 04

💡 逻辑

📄 US stocks are cheap despite trading at all time highs. The S&P 500's forward P/E premium relative to global equities is down to ~22%, the lowest since 2020. This marks a significant decline from ~50% seen in Q2 2024. This is also in-line with the levels seen in 2018-2019 and 🕐 2026/08/05 03

💡 逻辑

📄 BREAKING: SpaceX, $SPCX , has said they have "$100 billion in cash" 🕐 2026/08/05 04

💡 逻辑

📄 BREAKING: The S&P 500 closes at its highest level on record, adding +$1.2 trillion in market cap today. 🕐 2026/08/05 04

💡 逻辑

📄 BREAKING: Michael Burry says he disclosed major portfolio changes: • Exited Microsoft, $MSFT , longs and calls • Closed Oracle, $ORCL , shorts and puts • Closed January 2026 Palantir, $PLTR , puts, but remains short the stock • Rolled Nvidia, $NVDA , puts into June 2027, with 🕐 2026/08/05 05

💡 逻辑

📄 US Treasury Secretary Bessent on yen intervention: US will do whatever it takes to support Japan yen. 🕐 2026/08/04 23

💡 逻辑

📄 Onchain investors are piling into tokenized US Treasuries. Total onchain Treasury funds now have a record high market cap of $16.2 billion, up +77% year-to-date. But, why? The growth is being driven by a surge in demand to earn a yield onchain by using US Treasury Bills as 🕐 2026/08/04 23

💡 逻辑

📄 Retail investors sold chip stocks at a historic pace last week: Retail investors sold ~20 times more semiconductor and memory stocks than the 2-year average weekly flow in the week ended July 30th. This marks the 3rd weekly sale over the last 4 weeks, following 10 consecutive 🕐 2026/08/05 02

💡 逻辑

📄 Wow. $PLTR is up more than 27% after earnings. 🕐 2026/08/05 01

💡 逻辑

📄 BREAKING: $AMD earnings: - Revenue: $11.5 billion, est: $11.3 billion - EPS: $1.66, est: $1.61 🕐 2026/08/05 04

💡 逻辑

📄 SK Hynix, Micron, $MU , and Samsung have reportedly sold out and allocated their total DRAM and High Bandwidth Memory production capacity for 2027, per Digitimes. 🕐 2026/08/05 05

💡 逻辑

📄 The Federal Communications Commission is drafting a rule to block imports of new Chinese optical transceiver models used in AI data centers, per Reuters 🕐 2026/08/05 00

💡 逻辑