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New bStock Listing. Trade: CRMB/USDT, HIMSB/USDT 24/7 access. 1:1 free and instant exchange for actual stocks on Binance. Exchange the World, one market at a time. Read more ⤵️
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New bStock Listing. Trade: CRMB/USDT, HIMSB/USDT 24/7 access. 1:1 free and instant exchange for actual stocks on Binance. Exchange the World, one market at a time. Read more 👉
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这周如果只能挑一场财报重点看,我大概率还是会把票投给 $NVDA。 但这次我关注它,并不只是因为英伟达本身。 过去几年,$NVDA 已经越来越像 AI 产业链的“温度计”。GPU 卖得怎么样只是第一层,背后真正牵动的是云厂商资本开支、数据中心扩张、半导体需求,以及存储、网络和 AI 软件应用等一整条产业链。 所以周三财报出来后,我更想看几个信号: AI 基础设施的投入有没有继续加速? 微软、Meta、Google、亚马逊这些大厂,还愿不愿意继续砸钱扩数据中心? GPU 订单和需求有没有出现边际降温? 最关键的还是管理层对下一季度的指引,能不能继续给市场“超预期”。 而且周三并不是只有 $NVDA。 $CRWD 和 $CRM 也会公布业绩。 一个可以观察企业网络安全需求,一个可以看看 AI 到底有没有真正开始给企业软件带来增量。 如果说 $NVDA 验证的是“AI 基础设施还在不在加速”,那 $CRWD、$CRM 更像是在验证“AI 能不能开始变成企业端的真实收入”。 本周其他财报也挺有意思。 今天先看 $PDD,中国消费和中概资产是一条独立主线; 明天还有 $INTU、$ZM; 到了周四,$MRVL 接着登场,又可以继续观察定制芯片、高速互联这些 AI 基础设施环节。 所以我觉得,这周真正值得看的不是某一家公司涨跌,而是整个 AI 产业链有没有继续往外扩。 以前市场只盯 GPU。 现在开始看 HBM、存储、高速互联、数据中心,再到网络安全和企业软件。 这其实也是我最近比较关注的一个变化:AI 主线没变,但资金交易的范围正在变宽。 另外,宏观数据也会给这轮行情添变量。 周三还有核心 PCE和 GDP 修正值,周五则有 Warsh 的杰克逊霍尔讲话。 一边是企业业绩和增长预期,另一边是利率与估值。 财报周真正刺激的地方就在这里——公司要是超预期,估值可能继续往上打;如果业绩不错但指引不够强,市场也可能照样先砸一波。 所以最近做美股,我反而不太喜欢只盯着一两个热门标的。 产业链怎么轮动、资金往哪里切,可能比单纯猜一家公司涨跌更重要。 WEEX TradFi 可以直接关注这些热门资产,财报、宏观数据、行业轮动全部撞在一起的时候,机会和波动都会明显增加。 行情来了,最重要的还是别掉线。 全球行情瞬息万变,WEEX 始终接得住👇 (埋点链接) #WEEX# #TradFi# #NVDA# #PDD# #CRWD# #CRM# #MRVL# #AI# #买美股上WEEX# 参与 WEEX TradFi 活动:
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20个鲜为人知的AI新工具: 1. – 听写速度比打字快4倍 2. – 团队与AI代理共同工作的共享画布 3. – 为代理构建的实时结构化搜索 4. – 服务业即插即用的语音AI 5. – 聊天构建全栈web应用,含托管 6. – 将桌面活动转化为可搜索记忆 7. – AI代理浏览并可见审批检查点 8. – 内置Claude集成的硬件键盘 9. – 视频会议AI助手 10. – 围绕短信和联系人的AI CRM 11. – 通过MCP接入Claude的业务数据 12. – Mac专用AI自动补全 13. – 快速识别杰出新AI工具 14. – 构建能生成其他代理的代理 15. – 人物搜索的事实查证平台 16. – 会议结构化笔记和行动项 17. – 语音笔记,自动标签和触发操作 18. – 与堆栈集成的AI构建块 19. – 具有持久回购记忆的编码代理 20. – 从单个提示构建演讲稿的AI 大多数人仍在用6个月前的同10个工具。 在其他人发现前先保存吧 🔖
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.@bot is just so damn good. I've got multiple Google Workspace accounts that are authenticated and being used. It just works. Also works perfectly across both my Mac and my iPhone. I have two bots right now: 1. Chief of Staff - "R2" knows everything about me and runs my calendars, email, tasks 2. CRM - "Lando" Runs my outbound sales funnel and coordinates with R2.
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I am not a coder. I don’t work with CRM or play with spreadsheets. I’m about as removed from a “workflow” in my job as a kid flying a kite. I don’t really use AI beyond a super-Google level. So when I say Grok Bot is ABSOLUTELY GAME CHANGING, I don’t mean a better search tool. I mean it has fundamentally changed how I go about everything. And it did this in just a few hours. Let me explain. During the install, it asked if I wanted to connect it to several dozen programs. I don’t use a single one of them. So I thought, “Well, I’m not gonna get a lot of use out of this.” But I kept going. Then it asked if it could connect to my Gmail. I said yes. And that’s where the jaw-dropping began. It immediately figured out my life. It saw 40,000 emails and got a pretty good picture of me. So I asked it to do my taxes. It found all the docs needed in my email and did my taxes. I asked it to find first-class award tickets to Japan. It scoured the internet and logged into my airline accounts (with permission) and found 3 tickets to Japan in first class for 60K points. It would have booked them, but I’m still not sure of the dates I need so I stopped it. I created a few agents. One gives me an hourly political update based on key topics I need for work. One is cleaning up my Gmail inbox and organizing it. One is saving me money in my taxes. One makes sure it always checks with me on key decisions (like deleting an email). It’s absolutely insane. Think about it this way: If you could hire an assistant, what would you have them do? Start there, and have fun!
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Rox has been powering Global 2000 enterprises with $5T+ in combined market cap. Today, we’re putting it in everyone’s hands. Over the last 2 years, companies like @MongoDB, @togethercompute, and @Xbow shifted investment from legacy CRM and SaaS to Revenue Agents. But most teams have been locked out. They lacked in-house technical talent or FDEs required to set up the revenue-specific context, harnesses, and agent systems needed to run Revenue Agents in production. Today, we launched Rox Teams to remove that barrier. With Rox Teams, businesses of every shape, size, and vertical can activate Revenue Agents on their own. Set up in minutes. No FDEs required. & Nolaned this hilarious explainer video 👇
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搞不明白,为什么现在都要手搓库存管理系统、CRM 系统,买一套现成的,一年 1、2w,不行么。
那么懂职场规则的老甲鱼,会怎么做: 1/ AI 从来不是替代谁谁谁, 也不会动 ERP,CRM 2/ AI 是来帮你们准点上下班,偶尔摸鱼的 3/ AI 甚至可以帮你们每天只工作 4小时 4/ 你们每人只要把岗位上一件耗时最长的任务告诉我 与上个时代,用 ERP 替代 Excel 有本质区别,从数据资产上交公司,到个人拥有数据解释权
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