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本周财报季释放了一个很明确的信号：业绩超预期只是及格，上调指引才有溢价。 AMD业绩不错，股价照样下跌；PLTR、Arista和Shopify同时交出强业绩与强指引，才获得信心支持。 指数很强，个股已经开始分化，接下来真正影响纳指的，主要看三件事。 今晚看闪迪 市场预计闪迪EPS约33到34美元，已经高于公司此前给出的30到33美元指引。 NAND涨价、AI数据中心需求和企业级SSD增长，基本都被提前交易了，今晚重点不是业绩能不能超预期，而是下一季度指引能不能继续上调。 如果业绩和指引都强，资金可能继续流向美光MU和整个存储链；如果只是达到预期，闪迪可能复制AMD的走势，基本面没问题，股价先兑现利润。 周四看Cloudflare Cloudflare是观察AI软件情绪的重要样本。 市场预计其季度营收约6.64亿到6.65亿美元，NET近期涨幅不小，估值也不便宜，单纯超预期可能不够，全年指引必须跟上。 如果Cloudflare也出现“业绩不错，指引一般”，高估值软件股会继续承压。 周五看就业数据 市场预计美国7月新增就业约8万，失业率维持4.2%。 就业温和降温，对纳指最有利，数据过热会推高利率预期，压制科技股估值；数据突然大幅走弱，又可能引发衰退担忧。 我的判断是，纳指本周更可能维持高位震荡，整体偏强，但个股分化会继续扩大。 现在的美股已经不是普涨行情，能上调指引的继续涨，只能兑现预期的开始掉队。 以上就是这周的几个重大事件会影响纳指走势的，总之就会高位冲刺，风险大于收益，高空为主懂了不！！！

Après toutes ces vagues d’immigration en Espagne, je vais vous expliquer par A + B pourquoi une partie de la gauche a structurellement besoin de flux continus d’arrivées irrégulières pour rester au pouvoir. A. Un immigrant qui vient d’arriver via le Maroc, interviewé dans la rue par Nate Friedman, répond sans détour : une fois papiers obtenus, il votera socialiste toute sa vie. Pas par idéologie profonde. Par rationalité simple : le parti qui régularise, qui donne accès aux aides, qui parle « droits », devient le clientèle naturelle. B. Les électeurs natifs, eux, commencent à voir le coût (logement, écoles, sécurité, cohésion). L’IA accélère brutalement cette prise de conscience. Les narratifs émotionnels qui ont fonctionné pendant 40-50 ans (division, victimisation permanente, « si tu critiques tu es méchant ») perdent de leur puissance quand tout le monde peut croiser les données en deux clics. Résultat mécanique : plus les gens comprennent le deal, plus il faut importer de nouveaux électeurs fidèles pour compenser ceux qui partent. C’est de l’arithmétique électorale pure. On l’a vu aux États-Unis malgré la victoire de Trump. On le voit en train de se rejouer en Europe. Ce n’est pas une question de « haine des étrangers ». La plupart des gens qui arrivent réagissent rationnellement aux incentives qu’on leur met sous le nez. Le vrai problème, c’est l’idée politique qui transforme l’immigration en machine à clientèle permanente plutôt qu’en processus d’intégration exigeant et sélectif. Les mauvaises idées ne détruisent pas seulement les sociétés. Elles finissent par détruire d’abord ceux qui les portent : la confiance s’érode, la polarisation explose, les crises s’enchaînent. Si les peuples européens ne reprennent pas le contrôle de cette dynamique très vite, on se dirige vers des sociétés de plus en plus fragmentées, à basse confiance, où la seule collure qui reste est la redistribution clientéliste. L’histoire montre que ce genre de trajectoire ne se termine rarement bien. Mais on n’est pas condamnés. L’IA retire les piliers de l’opacité. X retire le monopole narratif. La reconversion est toujours possible. Le 21e siècle appartiendra à ceux qui construisent des sociétés à haute confiance, pas à ceux qui diluent sans cesse le capital social pour sauver un pouvoir. À nous de choisir.

Videos like this get millions of views — and I’m giving you the exact prompt for free. Seedance 2.0 Prompt: 【Style】Epic Zodiac Clash, Live-Action VFX, Infernal Force vs Sacred Judgment, Gritty Battle-Worn Visual Quality, High-Speed Photography, Realistic Physical Destruction, Premium Fantasy Blockbuster. 【Duration】15 seconds 【Scene】A colossal ruined tribunal arena split between two powers. On the left, a scorched battlefield corridor of shattered iron, burning horned gates, cracked red stone, drifting embers, and impact craters. On the right, a sacred marble court with fractured pillars, floating scale fragments, luminous white floor sigils, suspended dust, and pale divine light. In the center, a broken judgment platform where red infernal force and silver-white sacred law collide. 【Characters (Humanized Description)】 Aries Champion: A brutal crimson warlord in black-red armor with broken horn motifs, broad shoulders, and a violent forward-driving presence. His armor glows through cracked magma-red seams, and he fights with a heavy Ram Breaker, a short brutal horned battering weapon of black metal, molten red fractures, and crushing close-range force. Libra Champion: A calm sacred judge-warrior in silver-white ceremonial armor with symmetrical scale motifs, flowing pale fabric elements, and a cold expression of absolute control. Faint golden-white law sigils orbit around his body. He fights with a Balance Blade, a long elegant double-edged sword of white metal and luminous gold lines, perfectly symmetrical, precise, and severe. [00:00-00:05] Shot 1: Zodiac Awakening and Hero Introduction. Wide-angle / cinematic reveal shots. 【Aries Side】The camera opens on the Aries Champion standing inside a corridor of burning horned gates. He crushes a tiny glowing zodiac orb in his hand, the Aries symbol burning inside it. A violent red shock runs through his arm and instantly forges the Ram Breaker. Behind him, shattered iron gates slam open one after another, embers blasting through the air, and the cracked red stone floor fractures outward under raw impact pressure. 【Libra Side】The camera cuts to the Libra Champion standing in the sacred court. He crushes a tiny glowing zodiac orb in his hand, the Libra symbol shining inside. Rings of pale golden law-light unfold around his arm and instantly forge the Balance Blade. Behind him, the tribunal floor ignites with giant symmetrical scale sigils, and broken marble fragments slowly rise and hold in perfect balance in the air. [00:05-00:10] Shot 2: Fast Zodiac Close-Range Combat. Rapid action cuts, tight readable impacts. 【Action Design】Aries attacks first with brutal head-on force, driving forward with crushing short-range swings of the Ram Breaker. Libra remains composed, redirecting the attacks with precise sword angles, sliding parries, and severe counter-cuts. They exchange two to three clean close-range clashes. Aries uses explosive body-weight blows; Libra answers with balanced exactness and punishing timing. 【Physical Feedback】Each collision between Ram Breaker and Balance Blade creates violent impact feedback: sparks, red shock fractures in the floor, silver-white law flashes, shattered marble dust, and short pressure bursts ripping through the arena. Aries cracks stone with every hit; Libra’s counters slice through debris and freeze the momentum of the fight with impossible precision. [00:10-00:15] Shot 3: Ultimate Release and Final Winner Reveal. Extreme long shot / catastrophic judgment collision. 【Aries Ultimate】The Aries Champion slams the Ram Breaker into the ground and opens a corridor of colossal burning horn gates behind him. Through them surges a gigantic Infernal Ram Force, a compressed battering mass of horned red-black energy, fire, shattered iron, and unstoppable forward pressure, charging in a straight line to obliterate everything ahead. 【Libra Ultimate】The Libra Champion raises the Balance Blade and summons a massive Celestial Judgment Scale above the battlefield, a giant radiant structure of white-gold law, floating in the sky like a divine execution device. Two enormous luminous balance arms extend outward, and a colossal vertical judgment blade of pure law-light forms at the center. 【Clash】The Infernal Ram Force charges directly into the tribunal center, but the Celestial Judgment Scale activates first. Time seems to lock for one split second. The scale tilts, then snaps into perfect equilibrium, pinning the red force in place. The central judgment blade descends with overwhelming precision and splits through the Infernal Ram Force and the Aries Champion’s entire attack line. The battlefield erupts in a massive cross-shaped burst of red embers, white-gold law light, shattered iron, and broken stone. 【Ending】Libra wins. As the destruction clears, the horn-gate corridor has completely collapsed into burning debris. The Aries Champion is defeated and erased beneath the judgment impact. The Libra Champion remains standing alone at the center of the tribunal platform, sword lowered, surrounded by floating fragments of balanced marble and fading golden scale-light. The final frame holds on Libra as the victorious sign of absolute judgment. 【Audio】No dialogue. Quiet epic background music with a slow cinematic rise, restrained sacred choir texture, low percussion, and a victorious divine finish. Sound design emphasizes iron gate impacts, battering force, blade collisions, sacred law resonances, marble shattering, pressure bursts, and the final overwhelming judgment strike. #Seedance2# #AiVideo#

Pada Peningkatan Kapasitas TPP dalam fasilitasi Pengelolaan KDMP, Kepala BPSDM Kementerian Desa PDT, Dr. Agustomi Masik, M. Dev. Plg. menekankan perlunya memahami regulasi. @YandriSusanto @ARizaPatria @KemensetnegRI #KementerianDesaPDT# #BPSDMKementerianDesaPDT# #TPPFasilitasiKD#

Jackson Koivun just won the 3M Open at 21 years old 😯 He is the youngest American to win a PGA TOUR event by multiple shots in 94 years (20-year-old Ralph Guldahl at the Arizona Open by 5 shots in 1932) 😳