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这周末利好消息还蛮多，如预期，TACO成功了！ 本来特朗普已经批准了对伊朗的攻击计划，但这个周末表现的很平静，并未发动任何进攻！而且Polymarket上的预测显示，8月31日停火的概率已经飙升到73%！ 另外9500亿美金的韩美半导体大单；韩国养老金入市，7月净买入684亿韩元。 这一系列刺激，下周强烈看涨！🧐 同时注意30日和31日的美联储和日本央行的利率决议，以及七朵金花(Meta，微软，苹果，亚马逊)的财报，如👇图2！ 本文由 @binancezh 赞助，「币安买美股：全球资产，零秒时差，一键即达」！

We've completely rebuilt the Android X app from the ground up. It's faster, smoother, and more reliable than the old version in every way. We modernized the foundation so everything just feels better: scrolling, loading, notifications, you name it.

Jensen Huang just handed every AI cloud investor the clearest framework for picking winners and the question is who actually understands what he said (Save this). Compute is not just infrastructure anymore but rather revenue, and performance per watt is the mechanism by which that revenue becomes profit. The argument Jensen made at Computex deserves to be unpacked fully because it completely reframes the neocloud investment thesis. Every AI factory operates inside a fixed power envelope and once your data center is built and your power contracts are signed, that ceiling does not move. One gigawatt means one gigawatt and the only variable that determines how much money you make is how many profitable tokens you can squeeze out of each watt of electricity flowing through your facility. An operator who chooses cheaper, lower efficiency chips because the upfront cost looks attractive is not saving money and they are permanently handicapping their revenue ceiling for the life of that asset. Every watt that produces fewer tokens is a watt that will never recover those lost revenues, for as long as that infrastructure runs. Jensen's second point is about asset longevity and it is equally important to understand. AI software is evolving every few months from CNNs to Transformers to Mixture of Experts to agentic systems and that pace is not slowing down. A hardware architecture that cannot adapt to new software paradigms has a short useful life, and a short useful life means a high total cost of ownership. Infrastructure built on Nvidia's CUDA ecosystem has a built in software longevity advantage because every new model, framework, and optimization is written for CUDA first. Now apply that framework directly to Nebius, which is the most important stock in the neocloud category. Nebius built its entire infrastructure around full Nvidia integration from the ground up. Nvidia and Nebius announced a formal strategic partnership in March 2026 specifically to develop the next generation of hyperscale AI cloud deployments together. Nebius is already offering Blackwell Ultra GB300 NVL72-powered instances to customers, meaning it has the highest-performance GPU currently available commercially running inside its own infrastructure. The token economics follow directly from the architecture. Contracted power has now passed 3.5 gigawatts, with more than 75% of that capacity owned outright rather than leased. The Meta deal alone is worth $27 billion over five years, and the Microsoft agreement is worth up to $19.4 billion. The 2026 plan targets 480 megawatts of live AI cloud capacity, 150,000 GPUs deployed, and $3.7 billion in annualized revenue implying next twelve month revenue growth of roughly 489%. Q1 2026 revenue was $399 million, up 684% year-over-year, and the CEO said on the earnings call that everything Nebius builds gets sold immediately. Fully booked capacity at an AI cloud running Nvidia's best hardware, inside a power-scarce environment where performance per watt is the direct driver of profitability, means Nebius's revenue ceiling moves in direct proportion to the power it can bring online. CoreWeave, a direct comparable, trades at a materially higher multiple on a smaller contracted power base. Nebius owns more of its capacity outright, has a longer-dated and larger contract backlog on a per-gigawatt basis, and is growing revenue at a faster rate. Milk road remains extremely bullish on Nebius and come join Milk Road Pro and get our full Nebius positioning breakdown and our other AI trades for just a dollar. Link down below!

【#我国南天门计划最新进展##】作为我国自主研发的航空主题科幻IP##南天门计划空天装备名字亮了##：# [打call]“白帝”空天战机：采用全频段隐身，有人无人自由切换，可变翼结构，可实时调整气动布局。 [打call]“鸾鸟”空天母舰（10万吨级）：全长242米，翼展684米，最大起飞重量12万吨，可搭载88架“玄女”战机。 [打call]“玄女”无人制空战机：可在大气层外作战，使用粒子加速炮、高超声速导弹等武器。 [打call]“紫火”通用垂直起降平台：预定时速为700–800千米，适应低重力、稀薄大气等多种环境，可在危险区域执行救援。👍👍👍 从神话传说到硬核科幻，中国航空人的浪漫永不过时！💪🇨🇳 #南天门计划最新进展##白帝、鸾鸟、玄女、紫火这些自带中式浪漫的空天装备，简直就是刻在中国人DNA里的星辰大海！🚀✨👏👏👏#

. $HYPE TOP1 和 TOP2 头寸互为对手方，六千多万刀的头寸，总有一个要投降🙌 🔴Loracle：5x 做空 144 万枚 HYPE，价值 6843 万美元，入场价格 $42.55，目前浮亏 700.4 万美元 🟢地址 0x082…dca88：5x 做多 138 万枚 HYPE，价值 6537 万美元，入场价格 $38.67，目前浮盈 1198 万美元

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