与「H2エナジーフェスティバル」相关的搜索结果

信じられないかもしれませんが… こちら、10/30（月）～11/2（火）に #ダレハナ# 公開生放送を行う会場です。 1万人（❗️）収容可能です。 会場で、お待ちしております❗️❗️ by ヤマリョウP #JapanMobilityShow# #H2energyfestival# #H2エナジーフェスティバル# #JMS2023# #自工会# #山崎怜奈# #TOKYOFM#

Is Ethereum finally taking the driver's seat from Bitcoin? 📉➡️📈 The $ETH / $BTC ratio just surged to a 3-month high of 0.030, driven by a massive +16% monthly performance spread in favor of Ethereum (+24% vs. +8%). The latest KuCoin blog breaks down the fundamental forces behind the momentum shift: 📊 Reclaiming the 200-Day SMA: The cross-rate has officially reclaimed its 200-day Simple Moving Average for the first time since January, signaling a technical trend reversal. 🌊 ETF Flow Flippening: U.S. Spot Ethereum ETFs recorded $103.9M in weekly net inflows—outpacing Spot Bitcoin ETF inflows by a factor of 3-to-1. 🔒 The Supply Vortex: Public treasury accumulation (Bitmine holding ~4.8% of circulating supply), a zero validator exit queue, and 2.5M ETH waiting in the staking entry queue have squeezed spot liquidity. ⚙️ "Glamsterdam" Horizon: Institutional RWA dominance exceeds $17B on Ethereum, with the H2 2026 "Glamsterdam" upgrade set to introduce parallel processing and slash L1 fees by over 70%. Is this just a short-term liquidity rebound or the start of a full-scale market rotation? Read the full technical breakdown here:

Half-Year 2026: Macro & Bitcoin A full breakdown of the macro forces shaping global markets and where Bitcoin stands in its cycle heading into H2. Read the full report 👇

Feels bad, -49.4% drawdown this month after the recent crash. My portfolio is mainly AI chokepoints and bottlenecks. In the memory, photonics, robotics, and upstream semis, (on margin) which all tend to be higher beta than others. But reduced leverage recently from the crash. I see a lot of people making fun of the drop or AI names, saying it’s obvious that: - “AI is a bubble” - “memory/kospi is a bubble” - “photonics is a bubble” - “humanoids won’t get anywhere” - “neoclouds will get replaced by hyperscalers like Meta” And a bunch of retail + bots saying “sell everything, it’s never going to recover”. But I have conviction that all these themes are backed by structural revenue growth or technological shifts. And I’ve had similar drawdowns back when there admin threatened global tariffs, before markets pulled off a recovery. I personally have a longer horizon + higher tolerance for volatility than others, to see how this plays out. Especially considering a lot of retail view things on a week to week basis: no, my thesis isn’t wrong yet if I project revenue inflection in H2 2027 and it’s 2026 now. Anyway, feels bad short term just wanted to share anyway for transparency.

The BNB Chain 2026 H2 Tech Roadmap is here. After cutting BSC block intervals to 450 ms and nearly doubling benchmark throughput to ~5,200 TPS, the next target is another 2x increase on mainnet. What's next for BNB Chain 👇🧵

tokenized stocks crossed $2B monthly volume on Solana 🤯 six months ago, they did $228M > H2 2025: $775M total volume > H1 2026: ~$4.9B, a 6x jump marketcap up 3.5x, from ~$152.5M to $539M @Backpack's $SPCX (via @Sunrise) did $470M+ in volume in its first week alone, the highest of any tokenized SpaceX version. source: @birdeye_data Solana H1 2026 Report note: data as of June 22, 2026

闪迪（SNDK）上半年涨了超850% 这不是炒作，这是 AI 对存储需求有多真实的直接体现 闪迪的 Q3 营收同比涨了 251%，毛利率达到 78.4%，已经比很多软件公司还高 这个数字让我认真重新审视了一下 下半年的配置思路 ════════════════ ▸ 核心主线没有变：AI基础设施 存储和半导体这条线还在 AI 训练和运行都需要大量内存和存储，闪迪只是其中一个例子 美光（MU）背后的逻辑是一样的，这条线我会继续重点持有 AI 的需求还在往下传导 数据中心耗电量巨大，电力设备、能源这块也在受益 服务器、网络、光纤相关的公司也都值得关注。 大科技这边，英伟达、博通（AVGO）、微软、亚马逊、谷歌、Meta 这些公司，要么是 AI 的核心受益者，要么本身就在大量投入 AI 建设 机构普遍认为，只要回调出现，就是加仓机会。 ━━━━━ ∘ ━━━━━ ▸ 次要方向：分散配置一部分 国防和工业这块，全球局势紧张，各国安全支出在增加，这个逻辑比较稳定 能源和材料，一方面是 AI 带来的电力需求，另一方面是对通胀风险的一种对冲 医疗健康，防御属性比较强，长期逻辑也清晰 ════════════════ ▸ 我自己的仓位参考框架 ╭──────────────────────────╮ AI/科技基础设施 50-60% 能源/电力/材料 15-20% 国防/工业 10-15% 现金/防御 10-15% ╰──────────────────────────╯ 这不是固定配方，是我现在思考配置时的大概比例 每个人的风险承受能力不同，比例要自己调整。 ━━━━━ ★ ━━━━━ ▸ 几个操作上的提醒 回调出现就是机会，追高风险大 7 月份有就业数据、美联储会议（美联储就是决定利率的那个机构）、大科技公司的季报陆续出来，这些都可能带来短期波动，也可能带来买点。 不要把全部资金押在一只股票上 可以考虑半导体 ETF 或者 AI 主题 ETF，分散风险。 杠杆要控制好 高估值的环境下，一旦行情反转，杠杆会让损失放大很多倍。 ──────────────── 下半年的核心逻辑没有变：AI 基础设施带动的美股行情还在延续，只是会更挑剔，更看重基本面 闪迪这种故事还在跑，但要持续跟踪需求和供给的平衡，不能只看涨幅买股票。 以上仅供参考，不构成投资建议。DYOR #美股# #半导体# #SNDK# #MU# #AI产业链# #H2配置#

Windows 11 24H2 版即将抵达生命周期的尽头，微软提醒家庭用户升级到 25H2 版，受影响的主要是家庭版和专业版 / 专业工作站。 企业版因为有额外的 12 个月支持时间，所以到 2027 年 10 月才会结束支持，因此使用企业版和企业教育版的用户还可以继续停留在 24H2 版：

✅✅✅Windows 11 26H2 测试版已经可以体验禁用网络搜索，即搜索面板只搜索本地内容，禁止通过必应搜索内容。 禁用后搜索内容优先搜索本地文件，其次是搜索本地设置，整个搜索面板效率高且非常干净，推荐已经升级 26H2 测试版的用户开启实验性选项试试看。 操作流程：