每日简报

2026-08-02

Morning Brief

2026-08-02

今天,人工智能技术的突破以及地缘政治动荡成为市场关注的焦点。

今日最重要的 5 件事

  1. 1
    财经要点Financial Times

    匈牙利关闭核电站应对干旱

    为什么重要 这是对能源危机的直接应对,反映了气候变化对国家安全的严峻影响。

  2. 2
    时政观察NYT World

    特朗普取消对伊朗的攻击

    为什么重要 美国的外交策略调整将对中东局势产生深远影响,可能影响国际油价和安全形势。

  3. 3
    财经要点Bloomberg Markets

    人工智能造成社会分化

    为什么重要 人工智能引发的社会分歧影响人际关系和职场环境,可能导致政策与法律的变革。

  4. 4
    技术动态OpenAI News

    OpenAI的数学进展

    为什么重要 这标志着AI在基础科学领域的巨大潜力,可能引领新的科技革命。

  5. 5
    技术动态DeepMind Blog

    DeepMind的机器人项目推出

    为什么重要 这代表着AI对实际应用的进一步深化,推动机器人技术的商业化进程。

市场状态

Risk-Off
  • 3 个跟踪资产处于多头趋势,7 个处于空头趋势。
  • SPY 当前为 bullish,5 日 +1.10%,RSI 53.0。
  • 加密恐惧贪婪指数为 27(恐慌)。
  • 加密总市值 24h 变化为 +0.08%。

观察 观察 BTC 在 5 日 -1.31% 后能否企稳。

招聘信号

  • 升温 AI基础教育 Microsoft的AI初学者项目为各级学习者提供了入门课程,显示出对AI教育的强烈需求。
  • 升温 机器人协作技术 DeepMind的Gemini Robotics项目推动了机器人协作和理解技术的发展,相关岗位需求增加。
  • 稳定 AI伦理与社会影响 AI引发的社会分化问题受到关注,企业需要具备相关领域的专业人才。

论文趋势

X 讨论主题

Top Project

microsoft/AI-For-Beginners

Jupyter Notebook · ★ 58,612 · 🍴 11,549 · 📈 2,617 stars today

12 Weeks, 24 Lessons, AI for All!

中文介绍 该项目提供为期12周的AI学习课程,共24节课,旨在让所有人都能够接触和学习人工智能基础知识。为什么重要:随着AI技术的普及,降低学习门槛有助于更多人掌握未来关键技能。

Most Practical

usekaneo/kaneo

TypeScript · ★ 5,955 · 🍴 504 · 📈 491 stars today

🎯 All you need. Nothing you don't. Open source project management that works for you, not against you.

中文介绍 Kaneo是一个开源项目管理工具,旨在有效整合项目管理的各项功能,提供用户所需,而非多余的功能。为什么重要:简化的项目管理流程能提升团队效率,让开发者更专注于核心任务。

Most Surprising

lyogavin/airllm

Jupyter Notebook · ★ 25,336 · 🍴 2,850 · 📈 242 stars today

AirLLM 70B inference with single 4GB GPU

中文介绍 AirLLM通过单个4GB GPU实现70B的推理能力,旨在便捷地进行大规模语言模型部署。为什么重要:让AI模型在硬件资源有限的情况下,依然能发挥强大的推理能力,推动了边缘计算的发展。

AskChem: Claim-Centered Infrastructure for Chemistry Literature Synthesis

👍 292

Chemistry literature synthesis often requires assembling specific findings scattered across many publications, yet existing literature-search systems primarily return ranked document lists. As a result, scientists and AI agents need to locate relevant information, verify their provenance, and assemb

中文介绍 论文提出了 AskChem,一个以声明为中心的化学文献综合基础设施,旨在解决现有文献搜索系统无法有效整合分散在多篇文献中的具体发现的问题。该系统利用先进的信息检索技术,帮助科学家和 AI 代理更容易地定位相关信息,验证来源并整合发现。这对提高化学领域研究人员的文献检索效率具有重要意义。

Qwen-UI-Agent Technical Report: Toward Next-Generation Real-World Centric Foundation GUI Agents

👍 279

GUI agents have the potential to become a general purpose executor over existing digital devices. To advance them toward real-world use, we envision agents that operate reliably on real devices, execute workflows across platforms, combine GUI interaction with CLI execution, complete long-horizon tas

中文介绍 Qwen-UI-Agent 技术报告探讨了下一代以现实世界为中心的 GUI 代理的发展。论文提出了一个系统,旨在实现跨平台的工作流执行,并结合 GUI 交互与 CLI 执行,以应对长期任务的挑战。这一工作对增强数字设备的通用执行能力具有重要的应用价值,尤其在各种实际操作中。

Metis: Memory Foundation Model

👍 256

Recent advances in AI agents have increasingly internalized native capabilities into their underlying foundation models, giving rise to multimodal foundation models and large reasoning models. However, agent memory is still primarily implemented through external modules, leaving the native memory ca

中文介绍 Metis 论文提出了一种记忆基础模型,旨在加强代理在 AI agents 中的内在记忆能力。现有方法多依赖于外部模块,该模型通过整合记忆能力与基础模型,旨在促进多模态和大型推理模型的发展。这为提升代理的智能表现提供了一种新的思路,尤其在快速变化的数据环境中。

Frontis-MA1: Training an AI4AI Model towards Recursive Self-Improvement in Machine Learning Engineering

👍 166

Recursive self-improvement (RSI) requires AI systems that improve the process of building AI (i.e., AI4AI); machine learning engineering (MLE) offers a concrete, executable testbed for studying this capability. We introduce OpenMLE, an open full-stack system for RSI research in MLE, spanning verifia

中文介绍 Frontis-MA1 论文引入了 OpenMLE,一个开放的全栈系统,专注于递归自我改进 (RSI) 在机器学习工程中的研究。该系统提供了一个具体的测试平台,以探究 AI 构建过程自我改进的能力。这一研究对机器学习工程领域的自动化与效率提升具有重要的理论与实际意义。

PhiZero: A World Model Built Around Physical Language

👍 157

We introduce PhiZero, a physical world model built around physical language, a compact discrete representation of world-state transitions. Existing physical world models typically predict future videos directly in pixel space, leaving the underlying world dynamics implicit within high-dimensional vi

中文介绍 PhiZero 论文提出了一种围绕物理语言构建的世界模型,旨在通过压缩的离散表示来描述世界状态转变。与传统的物理世界模型不同,该模型通过物理语言显式捕获动态变化,解决了高维视频直接预测的不足。这对物理相关的AI任务实现更精准的预测和理解具有重要意义。

DistillAlign: Coordinating Mode Covering and Mode Seeking in Autoregressive Video Distillation

👍 89

Existing autoregressive video distillation methods commonly adopt a Distribution Matching Distillation (DMD)-based multi-stage pipeline. However, they typically decouple the initialization and DMD stages -- which then pursue different target distributions -- and judge the intermediate student mainly

中文介绍 DistillAlign 论文探讨了在自回归视频蒸馏中协调模式覆盖与模式寻求的问题。提出的新方法整合了多阶段管道,克服了传统方法在目标分布追踪上的不足。这一研究为视频处理和生成提升了新的效果,尤其在提高生成质量和可靠性方面具有重要影响。

VideoCoCo: Code-as-CoT for Physically-Consistent Video Generation via an Agentic Dual-Engine System

👍 64

Text-to-video models have achieved remarkable visual quality, yet they still struggle to generate physically consistent dynamics because the temporal evolution of a scene must be inferred implicitly from a highly compressed text prompt. Existing chain-of-thought approaches introduce intermediate pla

中文介绍 VideoCoCo 论文提出了一种通过代理双引擎系统生成物理一致性视频的新方法,解决了现有文本到视频模型在时间演变上的难题。该方法利用链式思维策略,增强了视频生成过程中的物理一致性。这一进展对视频合成和多媒体生成技术的发展有着积极的促进作用。

Memory Decoder at Scale: A Pretrained, Parametric Long-Term Memory

👍 49

Decoder-only language models entangle long-term memory and reasoning in a single parameter set, making it difficult to scale memory capacity independently. Memory Decoder introduces a parametric long-term memory module but only studies it at a relatively small scale. In this work, we present Memory

中文介绍 Memory Decoder 论文引入了一种参数化的长期记忆模块,旨在解决解码器模型中长期记忆与推理难以独立扩展的问题。研究通过在较小规模下分析这一模块,为未来在大规模记忆模型的应用提供了基础。这对于结构化记忆和推理相结合的模型设计具有重要的实用价值。

Beacon: Knowing When and How to Perform Agentic Visual Reasoning

👍 46

The fundamental goal of agentic visual reasoning is to improve the success rate of multimodal large language models (MLLMs) on complex tasks, rather than merely equipping them with a sophisticated yet inefficient reasoning paradigm. In this work, we rethink agentic visual reasoning through two key d

中文介绍 Beacon 论文重新思考了代理视觉推理的基础目标,旨在提高多模态大型语言模型在复杂任务上的成功率。通过引入高效的推理范式,该研究对于多模态学习模型的应用广泛性和有效性有着深远的影响,尤其在需要视觉分析与语言理解的领域。

BM25 Wins at Scale: A Scaling Study of Retrieval-Augmented Generation Paradigms

👍 44

Retrieval-augmented generation (RAG) spans lexical and dense retrieval, graph-based indexing, and agentic search, but these paradigms are usually evaluated on different benchmarks at one corpus size, leaving their accuracy-cost scaling unclear. To bridge this gap, we present a controlled study that

中文介绍 BM25 Wins at Scale 论文探讨了检索增强生成 (RAG) 方法的规模化研究,分析了其在不同数据集上的性能。作者通过控制实验深入比较了传统检索与密集检索的准确性和成本,阐明了各自的优势。这一研究对进一步发展高效的检索技术和生成模型具有重要意义。

CLBench-V: Evaluating Multimodal Context Learning from Grounding to Knowledge Acquisition

👍 44

Real-world tasks often require models to learn from task-specific context rather than relying only on pre-trained knowledge. While recent work has highlighted this capability as context learning, existing evaluations mainly focus on textual contexts. In many practical settings, however, the context

中文介绍 CLBench-V 论文评估了从基础知识到任务环境背景学习的多模态上下文学习能力。研究显示,现有评估主要集中于文本上下文,未能充分覆盖实际场景中的多模态理解需求。这为未来更全面的上下文学习评价提供了指导,尤其在实际应用场景中具有促进作用。

ACE-Data-0: Human-Centric Ambient Capture as Embodied Data Engine

👍 35

Embodied intelligence faces a fundamental data bottleneck. Models must capture how first-person perception, whole-body motion, dexterous manipulation, object state, sound, and touch evolve together as humans pursue goals over time. Existing datasets fragment this experience across viewpoints, modali

中文介绍 ACE-Data-0 论文提出了一种人本的环境捕捉机制,旨在解决当前数据搜集过程中面临的瓶颈。通过捕捉人类在实际任务中如何感知和操作数据,该研究为模型训练提供了更真实的背景,推动了对人类行为理解的深入。

Beyond Borrowed Histories: Person-Aligned User Simulation for Interactive Role-Playing Evaluation

👍 30

Role-playing agents (RPAs) have become one of the most important consumer applications of large language models. Users engage in multi-turn conversations with RPAs for experiences such as emotional comfort, making reliable evaluation essential for measuring capability, comparing systems, and guiding

中文介绍 Beyond Borrowed Histories 论文提出了以人物为导向的用户模拟,旨在改善互动角色扮演代理的评估方法。研究强调了可靠评估在测量代理能力和系统比较中的必要性,为未来角色扮演系统的设计提供了新的框架。这一成果对增强用户体验与交互过程中的可靠性具有重要意义。

RefCaptioner: Multi-Reference Image-Grounded Video Captioning

👍 25

Existing video captioning models generate natural descriptions of video content but cannot explicitly ground local visual elements to multiple reference images. We introduce multi-reference image-grounded video captioning, a new task requiring factual video descriptions with phrase-level reference g

中文介绍 RefCaptioner 论文引入了多参考图像基础的视频描述任务,旨在生成能够显式链接到多个参考图像的实际视频描述。这种新任务的提出丰富了视频标注领域,为改善视频内容的表述和理解提供了更多的可能性,尤其在多模态学习中。

MindForge: Teaching Small Language Models Whole-Life-Cycle Software Engineering via Source-Free Program Synthesis

👍 23

Coding agents have made substantial progress on software engineering tasks that modify existing codebases, including bug fixing and feature implementation. However, constructing a complete program from scratch remains a major challenge: even the frontier models evaluated on ProgramBench fully resolv

中文介绍 MindForge 论文探讨了通过无源程序合成来教授小型语言模型软件工程的全生命周期过程。尽管在功能实现方面已取得进展,论文强调构建完整程序的挑战仍然存在。这一研究尤其对自动化软件开发与工程教育有着深远的意义。

See2Think: Do Multimodal Models Really Use Intermediate Visual States?

👍 22

Multimodal large language models increasingly use sketches, annotations, tools, and intermediate images during reasoning, but it remains unclear whether they truly rely on these visual states. Existing benchmarks are limited both by task collections with narrow coverage or partially text-solvable sa

中文介绍 See2Think 论文考察了多模态模型在推理过程中是否真正依赖于中间视觉状态。研究揭示了现有评估的局限性,指出在推理任务中这些模型可能并未充分利用视觉信息。这一发现对多模态学习模型的设计和优化具有重要启示。

SpatialCLI: Learning to Reason With Spatial Tools, Then Without Them

👍 21

Vision-language models (VLMs) are increasingly used in embodied agents to interpret visual inputs, reason about spatial relationships, and make task-level decisions based on that reasoning. However, a fundamental capability mismatch remains: general VLMs can reason about the overall task but often m

中文介绍 SpatialCLI 论文研究了视觉语言模型在空间推理中的应用,并探讨了如何在不使用空间工具的情况下进行推理。研究展示了通用视觉语言模型在任务中的潜在不足,为进一步优化空间推理能力提供了方向。这一成果对增强视觉理解与任务执行能力具有重要影响。

β-OPSD: Deriving with Policy Optimization, Training with Self-Distillation

👍 18

On-policy self-distillation (OPSD) is a promising approach to improve reasoning language models, but it remains brittle in practice: making it work reliably often requires substantial engineering effort. We identify a structural source of this difficulty: vanilla OPSD is precisely the β=1 member of

中文介绍 β-OPSD 论文提出了一种基于策略优化的自我蒸馏方法,以改进推理语言模型。研究指出,传统方法在实践中的不稳定性,并通过结构性分析为改进提供了新思路。这对增强推理模型的可靠性与效率有着现实意义。

SpecFirst: Behavioral Specification Elicitation as a First-Class Step in Agent-Based Program Synthesis from Scratch

👍 18

LLM-based agents excel at software engineering tasks where an existing codebase provides context, but constructing a program from scratch remains fundamentally harder. Recent benchmarks such as ProgramBench quantify this gap: given only natural-language documentation and an execute-only binary as a

中文介绍 SpecFirst 论文强调行为规范提取作为基于代理的程序合成中的重要步骤,以解决从零构建程序的挑战。研究指出在缺乏现有代码上下文的情况如何推进程序构建,为未来基于指令的系统开发提供了新的思考。这对软件开发过程中的代理智能化具有重要的推动作用。

ShadowDancer: Teaching Video World Models Any Action by Learning Unified Dynamics Representations from a Video and Its Shadow

👍 16

We present ShadowDancer, a novel approach to any-action, frame-level control of interactive video world models. The obstacle is representational: existing interfaces either encode an action loosely, leaving how it unfolds for the model to improvise, or encode it exactly through structured signals th

中文介绍 ShadowDancer 论文提出一种新方法,通过学习视频及其阴影的统一动力学表征,实现对交互式视频世界模型的任意动作控制。这解决了现有接口在表示动作时的不足,为提高交互与动态环境中的控制能力带来了新的可能性。这一研究将对视频生成和实时控制系统的发展产生重要影响。

You already own the most valuable thing in shopping. You just can't reach it.

@fridayresearch_ · 1.9K 粉丝 · 1.6M 阅 · 597 赞 · 451 转

Your taste is scattered across forty companies that each own a piece and answer to advertisers. FRIDAY is building the version you own — a personal shopping intelligence that lives on your device and

中文介绍 博主介绍了一个名为 FRIDAY 的个人购物智能工具,目的是将用户的消费偏好整合,让用户掌握自己的购物信息,从而摆脱各企业的广告影响。此内容反映了正在讨论的个性化购物与隐私保护趋势。

MiniMax H3: An Open Model Breaking the Boundaries Between Tasks and Modalities

@MiniMax_AI · 107.4K 粉丝 · 42.3K 阅 · 696 赞 · 103 转

Today, we're launching MiniMax H3, a general-purpose multimodal generation model. H3 understands unified context across text, images, video, and audio, generating video with native stereo sound, up to

中文介绍 博主发布了 MiniMax H3,一个通用的多模态生成模型,能理解文本、图像、视频和音频的统一上下文,具备生成带有立体声的视频的能力。这一内容体现了多模态 AI 技术的进步,显示出对智能生成技术的持续关注。

AI News Roundup!

@AITECHio · 455.4K 粉丝 · 32.6K 阅 · 512 赞 · 110 转

ChatGPT Can Now Talk While Running Your Computer OpenAI has taken AI agents another step forward. You can now have a natural voice conversation with ChatGPT while it operates your computer in the

中文介绍 博主分享了 ChatGPT 新功能,可以在运行计算机的同时进行自然语言对话,标志着 AI 代理的进一步发展。此内容反映出 AI 和人机交互技术在实用性和应用场景中的不断创新。

PayBox 101

@moonpay · 421.1K 粉丝 · 32.0K 阅 · 547 赞 · 62 转

MoonPay, the global financial technology company powering the movement of value across fiat and digital assets, has launched PayBox, the first payment vault built for AI that lets a person's AI agent

中文介绍 MoonPay 发布了 PayBox,这是首个为 AI 设计的支付平台,旨在简化价值在法币和数字资产之间的转移。这表明金融科技与 AI 的结合正在成为行业关注的热点,推动价值转移领域的新趋势。

[AINews] not much happened today

apart from DeepSeek V4-Flash 0731, a quiet day.

中文介绍 今天较为平静,唯一重要的事件是DeepSeek发布了V4-Flash 0731版本。

Ten advances in mathematics and theoretical computer science

OpenAI shares new results on long-standing open problems in mathematics and theoretical computer science, including advances in geometry, cryptography, and complexity.

中文介绍 OpenAI公布了在数学和理论计算机科学领域的多项重大进展,涵盖几何学、密码学和复杂性等方面的长期未解问题。

Advancing responsible AI across Europe

OpenAI shares how its safety, security, transparency, and provenance practices support responsible AI governance in Europe. The work will continue as the EU AI Act advances.

中文介绍 OpenAI分享了其在欧洲推动负责任AI治理的实践,主要关注安全性、透明度和可追溯性,支持EU AI法案的进展。

Building abundant intelligence

A full-stack approach to making advanced AI more capable, more affordable, and more widely useful.

中文介绍 OpenAI提出了一种全栈方法,以提升先进AI的能力,使其更具成本效益和广泛适用性。

Univé builds an AI-ready workforce

See how Univé built an AI-ready workforce with ChatGPT Enterprise by combining leadership, responsible governance, and employee-led innovation to transform work at scale.

中文介绍 Univé通过结合领导力、负责任的治理和员工创新,构建了一个适应AI的 workforce,从而实现大规模的工作转型。

not much happened today

**DeepSeek** launched the public-beta of **DeepSeek-V4-Flash API**, boasting a significant post-training performance leap without architecture or size changes, achieving a **Terminal-Bench score of 82.7** and nearing **GPT-5.6 Luna's 51** score at about **60% lower cost per task**. The model feature

中文介绍 DeepSeek推出了DeepSeek-V4-Flash API公测版,声称在不改动架构或体积的情况下,后训练性能显著提升,Terminal-Bench得分达到82.7,且成本降低约60%。

Disrupting a Criminal Scam Operation

OpenAI disrupted a Cambodia-based scam operation using ChatGPT to support investment, romance, gambling, and impersonation schemes.

中文介绍 OpenAI破获了一起位于柬埔寨的诈骗行动,该行动利用ChatGPT进行投资、恋爱、赌博和冒充等骗局。

Gemini Robotics ER 2: powering robotics with video understanding, task orchestration, and multi-robot collaboration

Gemini Robotics ER 2 helps robots reason, collaborate, and solve real-world tasks. It represents a step change in video understanding, tool orchestration, and multi-robot collaboration for robotic applications.

中文介绍 Gemini Robotics ER 2助力机器人理解视频,进行任务协调与多机器人协作,是机器人应用领域的一次重大进步。

A fundamental flaw leaves LLMs strikingly vulnerable to attack

It is impossible to make large language models fully secure against hacks because of a fundamental flaw in how they work, a team of researchers argue in a paper presented at the International Conference on Machine Learning, a top AI conference, this month. The claim has huge implications for the saf

中文介绍 研究人员在国际机器学习会议上表示,大型语言模型因其工作原理的根本缺陷,无法实现完全安全,可能面临高度脆弱性。

Advancing the price-performance frontier with GPT-5.6

Explore lower GPT‑5.6 pricing for Luna and Terra—and how OpenAI’s more efficient models help enterprises deploy AI workflows at scale.

中文介绍 OpenAI推出了更低价格的GPT-5.6,旨在帮助企业以更高效的模型规模部署AI工作流。

not much happened today

**OpenAI** aggressively cut prices for **GPT-5.6 Luna** by 80% and **Terra** by 20%, introducing a faster **Sol Fast** tier with up to 2.5× lower latency at double the price, improving agent workflow costs by roughly 10×. The **ARC-AGI-3** debate highlighted that the complete agent system, including

中文介绍 OpenAI对GPT-5.6 Luna的价格下调80%,对Terra下调20%,并推出了延迟降低最多2.5倍的Sol Fast层,预计改进代理工作流成本约10倍。

市场总览

近期美股表现分化,S&P 500 ETF(SPY)显示出一定的上涨趋势,RSI 处于正常水平(53),暗示市场存在支撑。相比之下,加密市场则出现恐慌,恐慌贪婪指数降至 27,整体市场情绪较为悲观。比特币(BTC-USD)和以太坊(ETH-USD)均处于弱势,RSI 状态接近正常,显示出可能的横盘整理情况。商品市场方面,WTI 原油期货(CL=F)表现出小幅回升的趋势,RSI 也表明了较为健康的状态(54.6)。

今日关注

GOOGL Alphabet
偏上行

Alphabet 当前 RSI 为 54.3,接近正常区间,且 MACD 刚刚出现金叉,显示出一定的上行动能,表明可能有反弹的趋势。

MSFT Microsoft
偏下行

Microsoft 当前 RSI 为 74.5,处于超买状态,同时 MACD 线也显示出一定的下行趋势,表明短期内可能面临回调风险。

JD 京东 (JD)
中性

京东现阶段 RSI 为 79.1,虽处于超买区间,但近期有上行动能,MACD 显示出一定的正向交叉,形成了一定的冲击力,综合状态较为中性。

全部资产

^VIX

VIX 恐慌指数

$15.99 -6.44%
5 日
-13.94%
距 52w 高
-54.7%
RSI(14)
45.0
趋势
空头
SMA 20 / 50 / 200
17.23 / 17.38 / 18.70
MACD / 信号
0.150 / 0.150
空头排列

^TNX

10Y 美债收益率 (%)

$4.75 +1.76%
5 日
+1.41%
距 52w 高
-0.0%
RSI(14)
66.6
趋势
多头
SMA 20 / 50 / 200
4.60 / 4.53 / 4.28
MACD / 信号
0.050 / 0.043
接近 52 周高多头排列

DX-Y.NYB

美元指数 DXY

$99.80 -0.21%
5 日
-1.64%
距 52w 高
-2.0%
RSI(14)
35.1
趋势
中性
SMA 20 / 50 / 200
100.94 / 100.42 / 99.14
MACD / 信号
0.007 / 0.183
MACD 死叉 (3 天前)接近 52 周高

SPY

S&P 500 ETF

$747.03 +0.72%
5 日
+1.10%
距 52w 高
-1.8%
RSI(14)
53.0
趋势
多头
SMA 20 / 50 / 200
745.69 / 744.99 / 700.39
MACD / 信号
-0.822 / -0.051
接近 52 周高多头排列

QQQ

Nasdaq 100 ETF

$687.99 +0.65%
5 日
+0.55%
距 52w 高
-8.1%
RSI(14)
45.1
趋势
中性
SMA 20 / 50 / 200
701.02 / 715.09 / 645.04
MACD / 信号
-10.015 / -7.481

AAPL

Apple

$308.91 -7.35%
5 日
-7.24%
距 52w 高
-10.3%
RSI(14)
43.2
趋势
中性
SMA 20 / 50 / 200
324.37 / 309.50 / 277.96
MACD / 信号
6.891 / 8.256
MACD 死叉 (今天)

MSFT

Microsoft

$464.72 +3.02%
5 日
+21.75%
距 52w 高
-16.1%
RSI(14)
74.5
趋势
中性
SMA 20 / 50 / 200
396.87 / 399.40 / 433.58
MACD / 信号
9.300 / 1.831
RSI 超买

NVDA

Nvidia

$200.75 +2.93%
5 日
-2.94%
距 52w 高
-15.1%
RSI(14)
48.3
趋势
中性
SMA 20 / 50 / 200
203.30 / 206.17 / 193.11
MACD / 信号
-1.955 / -0.994
MACD 死叉 (4 天前)

GOOGL

Alphabet

$356.13 +6.73%
5 日
+11.38%
距 52w 高
-12.8%
RSI(14)
54.3
趋势
中性
SMA 20 / 50 / 200
348.05 / 358.74 / 326.27
MACD / 信号
-6.143 / -6.625
MACD 金叉 (今天)

TSLA

Tesla

$311.21 +0.76%
5 日
-0.58%
距 52w 高
-37.6%
RSI(14)
31.7
趋势
空头
SMA 20 / 50 / 200
363.93 / 390.76 / 411.60
MACD / 信号
-25.724 / -18.794
空头排列

META

Meta

$556.71 +3.28%
5 日
-6.47%
距 52w 高
-30.1%
RSI(14)
37.8
趋势
空头
SMA 20 / 50 / 200
620.80 / 602.18 / 634.49
MACD / 信号
-9.553 / 1.591
空头排列
加密恐慌贪婪
27
恐慌
加密总市值
$2.25 T
+0.08% / 24h
BTC 主导率
56.3%
ETH 10.0%
24h 成交量
$39.4 B
活跃币 18,108

BTC-USD

Bitcoin

$63,035.75 +0.43%
5 日
-1.31%
距 52w 高
-50.1%
RSI(14)
45.3
趋势
空头
SMA 20 / 50 / 200
64,415.93 / 63,342.28 / 71,122.95
MACD / 信号
-128.020 / 118.678
空头排列

ETH-USD

Ethereum

$1,855.15 +0.64%
5 日
-3.38%
距 52w 高
-62.6%
RSI(14)
50.1
趋势
中性
SMA 20 / 50 / 200
1,888.42 / 1,780.15 / 2,095.08
MACD / 信号
22.630 / 33.309
MACD 死叉 (4 天前)

SOL-USD

Solana

$73.07 +1.67%
5 日
-0.85%
距 52w 高
-71.1%
RSI(14)
43.9
趋势
空头
SMA 20 / 50 / 200
75.27 / 74.97 / 85.71
MACD / 信号
-0.865 / -0.447
空头排列

BABA

阿里巴巴 (BABA)

$122.25 +5.10%
5 日
+9.02%
距 52w 高
-36.5%
RSI(14)
64.2
趋势
中性
SMA 20 / 50 / 200
113.41 / 114.08 / 141.06
MACD / 信号
1.808 / 0.888

PDD

拼多多 (PDD)

$88.56 +1.28%
5 日
+7.14%
距 52w 高
-36.5%
RSI(14)
60.1
趋势
中性
SMA 20 / 50 / 200
85.12 / 84.14 / 103.82
MACD / 信号
0.933 / 0.376

JD

京东 (JD)

$33.01 +2.17%
5 日
+9.34%
距 52w 高
-10.4%
RSI(14)
79.1
趋势
中性
SMA 20 / 50 / 200
29.74 / 28.83 / 29.44
MACD / 信号
1.153 / 0.772
RSI 超买

0700.HK

腾讯控股 (0700.HK)

HK$475.20 +0.72%
5 日
+9.34%
距 52w 高
-30.4%
RSI(14)
57.1
趋势
中性
SMA 20 / 50 / 200
461.55 / 449.76 / 539.82
MACD / 信号
3.361 / 2.135
MACD 金叉 (1 天前)

GC=F

黄金期货

$4,107.00 +0.17%
5 日
+0.97%
距 52w 高
-26.5%
RSI(14)
50.0
趋势
空头
SMA 20 / 50 / 200
4,070.08 / 4,202.08 / 4,479.78
MACD / 信号
-31.967 / -48.970
空头排列

CL=F

WTI 原油期货

$84.67 +1.29%
5 日
-5.20%
距 52w 高
-29.1%
RSI(14)
54.6
趋势
多头
SMA 20 / 50 / 200
80.28 / 82.21 / 75.79
MACD / 信号
1.453 / 0.838
多头排列

USDCNY=X

美元 / 人民币

¥6.75 -0.07%
5 日
-0.31%
距 52w 高
-6.4%
RSI(14)
32.6
趋势
空头
SMA 20 / 50 / 200
6.77 / 6.78 / 6.91
MACD / 信号
-0.007 / -0.004
接近 52 周低空头排列
风险提示

过去走势不代表未来表现,投资决策应基于多方面的信息和个人判断。此报告仅供技术指标解读参考。

Tanks, troops and space

Andrius Kubilius on the lessons from Ukraine and why drones and space are transforming Europe's security strategy.

中文摘要 安德留斯·库比柳斯探讨了乌克兰战争的教训,以及无人机和太空如何在改变欧洲安全战略。

莫斯科市长:周六的餐馆爆炸是“残忍的恐怖行径”

8月1日晚8点左右,莫斯科一家餐厅发生爆炸,造成3人死亡,至少21人受伤。莫斯科市长谢尔盖·索比亚宁将此次爆炸事件定性为“残忍的恐怖行径”。

中文摘要 莫斯科市长谢尔盖·索比亚宁将8月1日晚8点发生的餐厅爆炸事件定性为“残忍的恐怖行径”,造成3人死亡,至少21人受伤。

No breakthrough on Strait of Hormuz as Trump halts attack on Iran

Iran says Trump's comment on pullback from threatened strikes made 'within the context of psychological operations'.

中文摘要 伊朗表示,特朗普关于暂停攻击的言论是“心理战中的一环”,霍尔木兹海峡局势未见突破。

Trump Says He Canceled Strikes on Iran, Claiming Progress on Outlines of a Deal

President Trump has repeatedly threatened to escalate the war with Iran, only to abruptly back down. Saudi Arabia said its leader had urged Trump not to renew attacks.

中文摘要 特朗普称其取消对伊朗的攻击是因为在协议草案上有所进展,沙特领导人曾劝阻他不要继续攻击。

House prices slide across Australia as Middle East conflict and tax changes begin to bite

Cotality data shows a drop in Brisbane, Adelaide and Perth, as nation’s median home price falls about $19,000 below its March peak Get our breaking news email, free app or daily news podcast House prices have fallen in Brisbane, Adelaide and Perth as the market downturn spreads across Australia. New

中文摘要 澳大利亚房价下滑,布里斯班、阿德莱德和珀斯等地的中位房价下降约1.9万澳元,受中东冲突和税收变动影响。

Communal violence between Hindus and Muslims grips southern Nepal

Several towns in southern Nepal remain on edge after days of communal violence between Hindu and Muslim communities.

中文摘要 尼泊尔南部数个城镇在印度教徒与穆斯林社区间的宗教冲突后保持紧张局势。

Evacuations near Athens as Greece becomes focus of Europe’s wildfire crisis

High winds spread flames through Attica while blazes stabilise in France and Spain but risk of flare-ups remains high Europe’s wildfire crisis fractured along starkly different fronts on Sunday: gale-force winds drove flames deeper into the Athens region and forced fresh evacuations, France guarded

中文摘要 希腊成为欧洲野火危机的中心,高风将火焰扩散至阿提卡地区,迫使数百人撤离。

Moscow bomb kills at least three as device carried by woman explodes

More than 20 people injured in blast near Italian restaurant Balzi Rossi in centre of Russian capital on Saturday night A homemade bomb carried by a woman killed three people and injured at least 21 in ⁠an explosion near a restaurant in central Moscow on Saturday evening, prompting speculation on so

中文摘要 莫斯科一名女性携带的炸弹在餐厅附近爆炸,造成至少3人遇难和21人受伤。

Far-Right Leaders Step Up Calls for Expelling Remaining Migrants in Ceuta

Spain’s leading far-right politician arrived in the territory on Sunday, fueling tensions there after thousands of migrants entered the exclave last week.

中文摘要 西班牙极右派领导人在周日抵达休达,因上周数千名移民进入该领地而加剧当地紧张局势。

从“狠打”到“不打” 特朗普叫停大规模攻击伊朗

美国军方据称已接近发动一轮针对伊朗的大规模军事行动,但特朗普突然踩下“刹车”取消打击计划,表示前提是各方能够迅速敲定协议。之前,这位美国总统特朗普曾表示,美军已做好充分准备,随时能够发动一场“自第二次世界大战以来前所未见”的军事行动。

中文摘要 特朗普在美国军方几乎准备发动针对伊朗的军事行动时,突然叫停,表示要等各方快速达成协议。

AI Adoption Sparks Cultural Divide

Bloomberg's Josie Cox says artificial intelligence is creating new social divisions as disagreements over its use increasingly shape workplaces, relationships and personal identity, with skepticism driven by concerns over authenticity, ethics and creativity. She says employers are increasingly encou

中文摘要 彭博社的Josie Cox指出,人工智能的使用引发新的社会分歧,影响职场、人际关系和个人身份。她表示,关于其真实性、伦理和创造力的担忧加剧了这种怀疑态度。

Hungary braced for power cuts amid extreme drought

Record-low water levels on Danube force country’s first shutdown of nuclear power plant

中文摘要 因多瑙河水位创历史新低,匈牙利首次.shutdown核电厂,以应对极端干旱带来的能源危机。

Why Think Tanks are a Billion Dollar Business

Think tanks bring together experts and shape debates in Washington, but how do you measure the value of an idea? From the Aspen Institute to the Heritage Foundation, this episode explores the business of ideas, the billions of dollars behind America's leading think tanks, and how they measure succes

中文摘要 智库聚集专家并塑造美国华盛顿的辩论,虽然难以衡量理念的价值,但其背后有数十亿美元的资金流动,涉及亚斯彭研究所和传统基金会等知名智库。

Bond Traders Flying Blind on Fed See Risk Yields Spiral Higher

Bond investors including Brandywine Global Investment Management and Wellington Management say the risk of a deeper Treasury rout is rising as Federal Reserve Chairman Kevin Warsh keeps investors in the dark about how officials will respond to the evolving economy.

中文摘要 包括Brandywine Global投资管理和Welllington Management在内的债券投资者预计,由于美联储主席Kevin Warsh对经济形势的应对保持模糊,国债遭遇更深的抛售风险正在上升。

Nides Says Iran War Needs Negotiations

Former US Ambassador to Israel Tom Nides says there is no lasting military solution to the conflict with Iran, arguing that renewed negotiations involving regional allies offer the only realistic path to reopening the Strait of Hormuz and addressing Tehran's nuclear program. He also says regime chan

中文摘要 美国前驻以色列大使Tom Nides表示,解决与伊朗的冲突无法仅依靠军事手段,重启与地区盟友的谈判才是打开霍尔木兹海峡和解决德黑兰核计划的唯一现实路径。

By The Way: Headlines You May Have Missed the Week of 8/02

Younger Chinese professionals moving away from the traditional baijiu drinking culture, premium bottled water gaining traction with wellness-focused consumers, and historic government buildings across Europe being converted into luxury hotels. Bloomberg News' Nathan Hager joins David Gura and Christ

中文摘要 年轻中国专业人士逐渐摆脱传统的白酒文化,追求健康生活的消费者更倾向于选择高端瓶装水,同时欧洲的历史建筑被改建为豪华酒店。

Wall Street’s Favorite Bet Comes Undone as Chips Whipsaw Market

The one-way trade in semiconductor stocks that has defined equity markets this year is coming unglued, triggering stomach-churning volatility as investors grow increasingly concerned that the fire-hose of artificial intelligence spending won’t continue.

中文摘要 半导体股票在今年的单边交易模式面临崩溃,投资者对人工智能支出持续增长的担忧加剧,导致市场出现剧烈波动。

SpaceX IPO Faces First Reality Check

Bloomberg Space Reporter Loren Grush says investors will use SpaceX's first public earnings report to gauge progress on Starship, Starlink, AI infrastructure and the company's long-term growth strategy following its blockbuster IPO. She says Starship's latest test marks meaningful progress, but majo

中文摘要 彭博社太空记者Loren Grush表示,投资者将利用SpaceX首次公开收益报告评估其在Starship、Starlink和AI基础设施方面的进展,以及公司的长期增长战略。

Yen Traders Brace for More Intervention With US at Japan’s Side

Currency traders are on high alert for more joint intervention by Japan and the US when trading gets underway in Asia on Monday after coordinated operations in Tokyo and New York last week triggered a dramatic rebound in the yen.

中文摘要 货币交易员对日本和美国可能再次联合干预日元汇率保持高度警惕,继上周东京和纽约的协调行动后,日元出现显著反弹。

Ugly Month in Emerging Markets May Be a Taste of What’s Ahead

Investors’ hopes of a stellar year in emerging markets are being tested by a bruising July that may offer a taste of the headwinds ahead.

中文摘要 新兴市场7月份经历的困难时刻可能预示着未来的逆风,投资者对今年出色表现的期望受到考验。

Trump Pauses Iran Strikes as Talks Resume

Bloomberg's Jeff Mason and Dan Williams say President Donald Trump is pausing planned military action against Iran to allow negotiations over the Strait of Hormuz and Iran's nuclear program to continue, while warning the pause depends on reaching a deal quickly. They say Israel remains cautious, Gul

中文摘要 彭博社的Jeff Mason和Dan Williams报道,特朗普总统暂停对伊朗的军事行动,以便继续关于霍尔木兹海峡和伊朗核计划的谈判,且暂停的持续性取决于快速达成协议。

This Surgical Robot Could Transform the Operating Room

After spending years and hundreds of millions of dollars, Johnson and Johnson has won FDA approval for its new surgical robot Ottava. Can it challenge the dominance of competitors who entered the race years earlier, or is the market already spoken for? (Source: Bloomberg)

中文摘要 强生公司经过数年和数亿美元的投入,获得FDA批准其新型外科机器人Ottava,能否挑战早期进入市场的竞争对手尚待观察。

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