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"It is no comparison if you look at the amount of players in China, if you look at the public support for it." Global visitors share their views on China's fast-growing low-altitude economy at an air mobility expo in Shanghai. #FutureTech# #Aviation# #eVTOL#
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卧槽兄弟们!! 华尔街又要被我们收割了??? 散户在美股做微盘,就像毫无保护裸冲高杠杆合约——满眼20倍贪婪,却看不见头顶悬着的清算热力图!!市值不到10亿的修罗场里,看PE和财报纯自欺欺人。 真正能20倍爆炸的,本质就是一张没有到期日的虚值期权!暴涨从来不靠业绩线性增长,而是三大底层逻辑共振:流动性枯竭后的Gamma逼空 + 算力/能源物理资产化映射 + 纯二元事件驱动(FDA/军工订单)。 还在用传统估值选股?兄弟你就是流动性提款机!!白嫖党福音:当前资金暗流最猛的10个高弹性标的,按顶级游资分类逻辑降维拆解。 别手动了,直接抄作业冲!一、算力与能源的“物理化 RWA”映射 AI的尽头是电力,这些微盘电力/矿企就是活生生的算力RWA资产。 英伟达期权链固化后,热钱必然往下找高杠杆替代品。 CIFR 卧槽!曾经比特币挖矿纯打野,现在全面转HPC+AI数据中心!核心不是矿机,是电网底下签的那些廉价长期购电协议。 数据中心电荒一爆发,这玩意儿就是最硬的通缩资产! IREN 兄弟们,市值小到离谱,对AI算力敏感度却极高!自带高倍杠杆的现货属性,一旦降息放水,资金冲基础设施,它戴维斯双击会直接起飞! OKLO 纯SMR微型核反应堆叙事龙头!零营收,靠“AI需要核电”+OpenAI创始人光环硬撑。别用基本面看,只能用资金费率和持仓量去交易!核电+AI,这波叙事直接拉满! 二、流动性黑洞与Gamma逼空阵区 常年被机构重度做空,盘口极轻。不需要基本面变好,只需让空头“觉得痛”。做市商对冲Delta狂买正股时,烟花直接绽放!SOUN 卧槽,边缘AI语音概念!空头头寸巨大,还时不时有英伟达持股利好。走势就是一张清算热力图,跌穿支撑洗盘后,一点火星就能连环爆仓,拉升速度快到离谱! BBAI Palantir影子股,主打军工防务AI。极低流通盘+高度集中筹码,期权玩家最爱战场。随便拿个中型国防部订单,Gamma Squeeze直接引爆! NNOX AI医疗影像赛道,长期在“颠覆医疗”和“可能破产”之间横跳。做空比例极高,一旦冷阴极X射线技术大规模商业化验证,空头踩踏血腥程度将史诗级! 三、绝对的二元期权:零或无限 胜率可能不到20%,但盈亏比爆炸。要么政府批文/临床数据一飞冲天,要么原地归零。就是配置极小仓位的彩票库。 LUNR 月球物流运输,被美国国家机器绑定的航天微盘股。每次NASA合同竞标就是一次生死轮盘赌!只适合事件真空期潜伏,靴子落地别追高! ACHR eVTOL龙头之一。催化剂超级明确——FAA最终适航认证!纯纯的监管二元博弈! QBTS 量子退火计算先驱,盘子极小。量子计算还在炼金术阶段,不需要盈利,只要一个“突破量子霸权”PR稿,市值就能重估10倍! SAVA 阿尔茨海默症药物研发,Biotech最臭名昭著也最血脉贲张的标的。数据造假争议+奇迹疗法交织,三期临床盲盒一开,不是天堂就是地狱! 兄弟们,这10张暗牌就是顶级游资的降维打击逻辑!传统估值在微盘修罗场就是死路一条,抓住Gamma逼空、RWA映射、二元事件三大共振,才能真正收割华尔街! 白嫖党们福音已到,别手动了,你怎么看呢?
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What if drones could fly far beyond today’s limits? Published in @Nature, Innovative Tsinghua researchers at @TsinghuaSIGS designed “standby molecules” in lithium-sulfur batteries, achieving 549 Wh/kg energy density. The study opens new possibilities for drones & eVTOL aircraft.
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Encountering future tech at the BRICS New Industrial Revolution Exhibition At the BRICS New Industrial Revolution Exhibition running from May 27 to 29 in Xiamen, the future feels less like a concept and more like something already in motion. Humanoid robots make tanghulu and play tic-tac-toe. Driverless electric vertical takeoff and landing (eVTOL) aircraft, unmanned gyroplanes, AI diagnosis tools and smart farming equipment are all on show. Together, they offer a close-up look at how cutting-edge technologies are moving from labs into real-world scenarios: from low-altitude tourism and weather modification to hospitals, farms and factories. The new industrial revolution is not just on display here. It is already taking off.
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13支新股票合约,覆盖三大领域: 1️⃣空中无人系统与eVTOL赛道 2️⃣传统国防巨头与国防ETF 3️⃣国防信息化与企业IT赛道 助力您灵活捕捉多领域交易机会。! 查看标的详情:
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🇺🇸 美国无人机:国家安全战略的新高度 当前,无人机技术已正式上升为美国的国家安全首要任务。 以下是该领域核心生态系统的深度梳理: ⚔️ 军事与国防 (Military & Defense) $ONDS Ondas $AVEX AEVEX $KTOS Kratos $RCAT Red Cat $AVAV AeroVironment $AIRO AIRO $PRZO ParaZero 💼 商业应用 (Commercial) $UMAC Unusual Machines 👁️ 传感器技术 (Sensors) $TDY Teledyne $ZENA ZenaTech $HON Honeywell 💻 软件系统 (Software) $PDYN Palladyne $SWMR Swarmer 📦 物流配送 (Delivery) $AMZN Amazon ⚡ 电动垂直起降 (eVTOL) $ACHR Archer $JOBY Joby 🌾 农业应用 (Agriculture) $TRMB Trimble $UAVS AgEagle 🚀 工业航空航天与国防巨头 (Industrial Aerospace and Defense) $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $RTX Raytheon $LHX L3Harris $HO Thales $LDO Leonardo $TXT Textron DYOR.
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In central China’s Wuhan, the EagleDrive Flying Car debuted—China’s first full-ducted eVTOL (electric vertical take-off and landing) object. 🛸 8 rotors hidden inside the frame 🔇 Safer + quieter for urban skies 🤖 Goal: driverless airborne taxi in 5 years
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Last night Apple briefly removed Telegram from the AppStore because a user had planted illegal porn in a public chat. Telegram was restored within hours. But I want to explain what happened — to warn other app developers and help protect online communities from similar attacks. Because Telegram quickly removes illegal content from public groups using all kinds of moderation tools, the attacker had to resort to a technical trick. He inserted AI-modified illegal content by editing an old message in an active group chat. As a result the content was effectively hidden from the group’s members, preventing them from seeing/reporting it. The attacker was a takedown extortionist: someone who demands ransom from group owners in exchange for not targeting their communities. These extortionists use automated accounts to plant illegal content in public groups and then report it directly to Apple, attempting to trigger the removal of legitimate communities whose owners refused to pay them. From a practical standpoint, illegal pornographic content in Telegram’s public groups is not a systemic problem. Our moderation is effective. The fact that attackers must resort to backdated, effectively invisible content and other technical tricks proves this. ⚠️ However, there are two important lessons here for app developers and online communities: — Extortionists have found a way to manipulate Apple into overreacting. Apple removed Telegram from the App Store before contacting us. This creates a potential systemic risk for every mobile app that hosts user-generated content. If an app used by more than a billion people can be removed from the App Store without prior warning, any app can be. — The tactics used by takedown extortionists are evolving, putting communities across social platforms at risk. Telegram has extensive experience identifying the tricks used by coordinated reporting gangs and protecting legitimate communities (even when doing so risks our own app being temporarily removed from the App Store). Other platforms may not be equally prepared. Stay vigilant! ☝️
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Given some of the results I'm seeing recently, it's pretty clear Codex is a good harness. But it will seem primitive in 2-3 months and we're about to go through another major evolution in how we use AI at the frontier. The next generation of models need more than your laptop.
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The next evolution of humanity will be written in space.
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