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📅 20260727 推文存档
📊 共 36 条推文
@elonmusk
2026-07-27 23:42:37
RT by @elonmusk: Glad to join this important alliance to advance AI security across the frontier ecosystem
2026-07-27 23:37:19
Fauci smelled it and he also dealt it
2026-07-27 23:04:57
RT by @elonmusk: A throwback to Elon Musk walking through the engineering behind Falcon 9’s payload fairing Explaining the massive carbon-composite structure… large enough to fit a full-size city bus inside Early SpaceX energy hits different From factory-floor tours to making rocket reuse routine and launching at a cadence the rest of the industry can only dream of Insane how far SpaceX has come
2026-07-27 21:39:32
RT by @elonmusk: No results, NO RECESS. Pass SAVE America NOW!
2026-07-27 20:28:45
RT by @elonmusk: Proud to join @nvidia as a founding member of the Open Secure AI Alliance. Defenders need open tools, collaboration, and transparency to secure AI agents and systems. And customers want the ability to choose the best open or closed models.
2026-07-27 19:40:18
RT by @elonmusk: Worth a read. Bernard Arnault responds to the press. @X has shifted the balance of power away from the media and back to the people. Thank you @elonmusk!
2026-07-27 15:51:13
RT by @elonmusk: J’ai été très sensible aux nombreux messages que vous m’avez adressés à la suite de ma lettre ouverte au Monde. Je tenais à vous en remercier toutes et tous, directement et personnellement, ici, sur X. Merci! Bernard Arnault
2026-07-27 14:26:23
2026-07-27 14:16:23
2026-07-27 14:09:44
2026-07-27 14:06:27
2026-07-27 13:44:43
2026-07-27 13:36:38
2026-07-27 13:13:20
2026-07-27 08:43:00
2026-07-27 08:08:45
2026-07-27 05:35:36
2026-07-27 05:01:16
2026-07-27 02:40:44
2026-07-27 01:40:18
2026-07-27 01:35:44
2026-07-27 01:16:50
@xiaomustock
2026-07-27 22:40:04
我买到了美股百年大顶
2026-07-27 18:30:14
gate这一路的操作真是离谱， 催受害人报警立案， 真立案了又刁难推诿踢皮球就是不配合调查。
2026-07-27 11:31:31
@dianzhuXS
2026-07-27 22:14:31
習豬這是要給老天爺提醒嗎？地水火風，就差「地」了，這是怕怹忘了？
2026-07-27 21:13:14
總有人問，AI算命準不準？ 我這麼說吧，算命什麼的對於一般人來說太神秘，您拿別的試試。 就問AI您自己的專業領域，只要是您熟悉拿手的吃飯的本事，看看答案，就知道目前AI是個什麼水平了。 剃頭修腳都這樣，命理就更是如此。然後，您也就肯定知道，用AI給人出命書，是不是血外行了🤭🤭🤭
2026-07-27 13:13:00
2026-07-27 12:46:27
2026-07-27 11:59:55
2026-07-27 08:21:01
2026-07-27 07:20:22
@JonathanDi3614
2026-07-27 11:42:30
急跌那阵过去了，但底还没做完。现在只能算小周期反抽，别想太多。 月底爆发行情不太可能 后面大概率不是单边往上走的，更大的可能是3741到3890这一带来回磨。磨底比磨皮还难受，但该磨的还是要磨，等均线下来，等套牢盘被消化，等增量资金真愿意进来。 操作的顺序别搞反：先看大盘脸色，再看板块能不能打出持续性，最后才是个股。这个次序乱了，什么努力都是白搭。这个位置要是还没想清楚该不该动手，那就继续想——想明白了再做，比做完了再想，要省很多钱。
@aleabitoreddit
2026-07-27 11:17:03
Wow, $CMXT is up a very normal +469.98% after going public today. Now valuing it at ~$487.31 billion, up from $85.5 billion. Did any of my Chinese followers buy into the IPO?
2026-07-27 09:12:57
Nvidia in talks to backstop $250B worth of OpenAI DC financing. - Softbank’s SB energy develops 10 GW Ohio campus - OpenAI signs long term lease - $NVDA guarantees $250B in financing - OpenAI discussing separate agreement to buy up to $350B in Nvidia chips. Not quite sure if this circular financing is healthy long term, but given the massive size of AI infrastructure spending… Feels like capex beneficiaries will be extremely happy.
2026-07-27 04:12:11
Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b - $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr. - SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory. - SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER). - $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing. - $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion - Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B) - 64GB DDR5 server modules rises 146% versus end-June contract pricing - $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations. - Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck). - $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market. Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar). - $ORCL wins $7B Department of War enterprise software contract - JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix - Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production. - From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages. - Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others. - Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
生成时间：2026-08-04T08:16:02.309Z