玥玥

[玥玥 @bld14875]

这个点还有男生吗？

[玥玥 @bld14875]

有人吗？

[Powerpei @PWenzhen76938]

https://t.co/cC3MaHWCcd

[Powerpei @PWenzhen76938]

上周美债收益率飙了一波，整个市场被吓了一跳

这周（8月24–28日）更刺激
AI 财报和美联储态度，同一周摊牌

我把几个关键节点捋一下

//

周三晚上，英伟达（NVDA）盘后出财报

这是本周最重要的一个事件，没有之一

华尔街预期营收 910–950亿美元，同比接近翻倍

但数字本身不是重点

大家真正紧张的是三件事：

➢ 芯片换代顺不顺——Blackwell 到下一代 Vera Rubin 的过渡
➢ 数据中心的订单还在不在爆
➢ 毛利率能不能继续撑在 75% 附近
（解释一下：毛利率就是每卖 100 块钱能剩多少毛利。75% 已经非常高了，市场怕它往下掉。）

如果英伟达给的下季度指引超预期→大家会觉得AI投资还远没到头，继续买

如果指引保守哪怕一点点→高估值的科技股可能一起跌

同一天 Salesforce、CrowdStrike 也出成绩

等于整条AI软件赛道一起被检验：你们到底靠 AI 赚到真金白银没有？

//

宏观数据也在这周扎堆
核心PCE和GDP修正值前后脚公布

PCE你可以理解成美联储最看重的通胀指标

如果这个数偏高→说明通胀还没降下来，利率可能更久维持高位，股市承压

如果意外降了→科技股反而能喘口气

//

周四，杰克逊霍尔年会

美联储主席 Kevin Warsh要讲话

这个会每年一次，全球央行行长都去，算是美联储释放信号最重要的场合之一

现在 30 年期美债收益率刚摸到近 20 年最高，市场很想知道：美联储到底怎么看这波收益率飙升？会不会出手？

Warsh 的每一句话都会被逐字拆解。

//

中间还有消费者信心指数、新屋销售、几家零售商财报

这些更像背景板
但它们回答一个问题：普通人还在花钱吗？

//

所以本周的核心矛盾就是：

> AI这边，故事还在加速，英伟达是验证者

> 利率那边，高收益率在持续压估值

> 科技股这次得同时回答两个问题
增长还在不在，以及增长的成本会不会被利率吃掉

我自己会重点看周三盘后英伟达的指引，和周四 Warsh 讲话的措辞
这两个定了，本周方向基本就定了

以上是公开信息梳理，不构成投资建议，以实时行情与官方披露为准 DYOR
#美股 #英伟达

[Powerpei @PWenzhen76938]

上周亚马逊一个人把指数抬起来，但市场广度很差，大多数股票其实在跌
这种靠单票硬撑的格局能不能延续，8 月会给答案

这个月的节奏很密
我把自己最关注的东西整理了一下

//

下周（8/3-8/7）最重要的事：非农

周五 8 月 7 日出7月非农就业报告
市场预期新增大概8-9 万人，失业率 4.2%-4.3%

上周美联储刚按兵不动，但措辞偏鹰
非农数据直接决定市场怎么定价9月的利率路径
数据过热，加息预期回来，成长股承压
数据偏弱，降息叙事升温，科技股反而受益。

周中还有两个前哨站：周三的 ADP 就业报告和 ISM 服务业 PMI
如果这两个先出问题，周五非农的波动会被放大。

//

下周财报我盯着几个：

周一盘后 Palantir（PLTR）
AI 软件应用这边的龙头，看它增长和指引能不能继续超预期。

周二盘后 AMD
上周英伟达和亚马逊已经给了正面信号，AMD 能不能跟上决定半导体板块情绪。

周三 SanDisk（SNDK）
存储芯片，跟我一直关注的存储周期逻辑直接相关
上周美光和闪迪冲高回落，这份财报能不能稳住信心很关键。

//

8 月剩下的超级节点：

8/12 CPI
核心通胀还是焦点，直接影响美联储态度

8/19 FOMC 会议纪要。看内部对利率路径的讨论到底有多鹰。

8/26 英伟达财报。不用多说，本轮 AI 周期最重要的一份财报。指引会主导整个半导体和科技板块的情绪
同一天还有 PCE 物价指数和 GDP 二次预估。

8/27-29 杰克逊霍尔央行年会。美联储主席讲话，历史上经常在这里释放政策转向信号。

//

我的整体判断：

8 月的主线就两条。第一条是就业+通胀数据决定美联储走向，第二条是 AI 盈利兑现继续分化

上周微软和亚马逊已经证明了 AI 投入能赚钱，但这不代表所有公司都能
接下来 Palantir、AMD、SanDisk、英伟达，每一份财报都是验证。过了的继续涨，过不了的会被抛得很快。

另外8月历史上波动偏大，流动性偏弱
加上中东局势随时可能推油价，通胀压力还没完全消退。别太满仓，留点子弹应对意外。

我自己重点盯三个日子：8/7 非农、8/12 CPI、8/26 英伟达
这三个节点前后波动会明显放大。

不构成投资建议，数据以官方为准。

#8月美股 #非农 #英伟达 #CPI #AI

[Jailed @Jaileddotfun]

Introducing JAILED Pack

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[玥玥 @bld14875]

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[玥玥 @bld14875]

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[pussycat @pussycattech]

Launching in 3 days.

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[pussycat @pussycattech]

no more posts until mainnet launch

notifications ON

[玥玥 @bld14875]

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[玥玥 @bld14875]

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[玥玥 @bld14875]

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[Axie Infinity @AxieInfinity]

INTRODUCING ATIA’S LEGACY — THE AXIE MMO

Lunacia was once a place where gods roamed the land, flew through the clouds, and swam the seas. After centuries of war, Lunacia is ripe for rebuilding.

Testers wanted 👇

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First play-test: Summer ‘25

More Details 🧵👇

[玥玥 @bld14875]

@MIXUE_Coin @pumpdotfun 7qnemRC3aydaKWMUZyfw82rADZ3w4eRg7DrQjA4YS3uV

[Sahara AI 🔆 @SaharaAI]

✨ Introducing Sahara Legends:

A new, gamified way to explore the Sahara AI ecosystem. Join the adventure, earn rewards, and build your legacy—no whitelist required.

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[Sahara AI 🔆 @SaharaAI]

🎉 Season 2 of the Sahara AI Data Services Platform is live!

With 2M+ on our waitlist, we’ve onboarded 100K new contributors to build a more equitable, collaborative AI economy.

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[ChainOpera AI @ChainOpera_AI]

(1/n) Introducing ChainOpera AI (https://t.co/WMQ1QA4PaA), the L1 Blockchain and Protocol for Co-owning and Co-creating Decentralized AI Agents for Humanity, backed by Federated AI OS and Platform.

What's ChainOpera AI?

ChainOpera AI offers the blockchain and protocol for co-owning and co-creating decentralized AI apps and agents.

1. The blockchain and protocol empower the AI community to drive innovations in AI agents and apps while co-owning them and restoring data sovereignty to everyday users. It enables a full-lifecycle, scalable, sustainable, and trustworthy AI economy, rewarding all participants—from data and GPU resource suppliers to model developers, AI agent/app creators/developers, and end-users who can monetize their private data to improve community-driven AI. The protocol also features customizable token economics to fit token preferences from agent/app creators/developers, including buyback and burn mechanisms, staking options, and governance with community DAOs. The protocol operates on our federated AI OS and platform.

2. The federated AI OS incorporates Decentralized Identifiers (DIDs) for users to manage their data access, privacy, security, and sovereignty across diverse agents and apps with interoperability and cross-agent/app compatibility. Its innovative AI terminal rewards users for their data contributions, which help build better community-driven large language models (LLMs) with private data. Additionally, it simplifies agent and app development by offering model serving and AI agent workflow, creation, and management through APIs, CLIs, and low-code UIs.

3. The federated AI platform, the world's first decentralized machine learning platform, allows all AI resource contributors (data, model, and GPUs) to participate in the serving of AI agents and apps and get rewarded. Its many years of technological advances in enterprise AI services in TensorOpera, FedML, ScaleLLM, and edge-cloud hybrid model serving make it the only model service provider in the web3 industry that can stably provide cost-effective, scalable, and fast model-serving APIs based on decentralized resources.

4. Community-built Agents. ChainOpera team is also developing a few flagship AI agents and applications to showcase how community AI resources can drive the innovation of AI agents and apps, and promote private data sovereignty within the protocol. The community can co-own and co-create diverse autonomous and socialized AI agents (e.g., AI influencers, game players, AI companions, teachers) that interact with Internet services such as YouTube, TikTok, Twitter, and Discord. Each agent has its own token issuance, and users can even create digital twin-like agents based on their private data.

5. Flagship AI Agent App - AI Terminal. On the AI app side, our flagship ChainOpera AI Mobile App features an AI Terminal with a "Type to Earn" system that benefits humanity by allowing users to share their private data and receive rewards for LLM and GenAI model training. The AI Terminal also functions as a powerful AI agent that simplifies trading of AI coins on the ChainOpera platform and other meme coins. The AI Terminal is your personal companion that represents you and completes various tasks in your life and work. Eventually, the AI Terminal will evolve into your personal AI operating system.

[ChainOpera AI @ChainOpera_AI]

Introducing ChainOpera AI — The World’s First Truly Decentralized and Open AI!

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[JasperVault | Perpetual Protect @jaspervault]

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