$BTC is now the 5th largest asset in the world by market cap, surpassing Google.$BTC - 2.456T$GOOG - 2.450T https://t.co/THBXQsiXBR ...

从与现实难辨的AI视频，到细致到流水与倒影都符合物理的虚拟世界，再到会在推理中主动调用工具 自我修正的模型——这并非科幻小说，而是DeepMind最新的AI工具，已经展现的惊人能力。 8月13日消息，谷歌DeepMind首席执行官德米斯・哈萨比斯（Demis Hassabis）近日做客播客节目 《Release Notes》，全面阐述了DeepMind最新一系列技术突破背后的思路与战略布局，其中世界模型 Genie 3的突破性进展成为核心亮点。 在这场深度对话中，他勾勒出一个令人振奋又充满挑战的AI新纪元：从AlphaGo征服围棋，到Deep Think斩获数学奥赛金牌；从生成逼真世界的Genie 3，到即将诞生的"全能模型"，我们正站在通向AGI 的关键转折点。然而，即便AI已能创造一个完整的虚拟宇宙，它依然可能在国际象棋中违规行棋，这 种"参差型智能"的悖论，正揭示了人工智能最深层的秘密。 哈萨比斯指出，"思考型模型" （the thinking models）是通向通用人工智能（AGI）的必经之路； DeepMind的终极目标是推出融合语言、多媒体、物理推理与生成能力的全能模型（Omni Model）， ...

桥水二季度加仓英伟达、谷歌、微软、Meta，清仓阿里等部分中概股桥水的13F报告披露，二季度增持英伟达将近439万股，持股总数达到723万股，较一季度末持股数增长154%，成为第三大持仓；增持微软90.56万股至172万股，增幅112%；增持Alphabet38.1万股至80.7万股，增幅84%；增持Meta38.1万股至80.7万股，增幅90%桥水减持亚马逊79.55万股，约6%；减持AMD40.89万股，约19%；清仓了部分中概股，包括一季度增持的阿里巴巴、拼多多、百度以及一季度新进的京东。 ...

Core Insights - The earnings revisions trend remains favorable, with expectations for Q3 2025 showing earnings growth of +4.8% and revenue gains of +5.4% [2][4] - A significant proportion of S&P 500 companies reported Q2 results that exceeded estimates, with total earnings up +11.6% year-over-year and 80.5% beating EPS estimates [4][10] - The overall earnings outlook for Q2 2025 is positive, with S&P 500 earnings expected to increase by +12.0% on +6.0% higher revenues [10][13] Earnings Performance - For Q2 2025, 457 S&P 500 companies reported earnings growth of +11.6% and revenue growth of +5.8%, with 78.8% beating revenue estimates [4][10] - The Tech sector is projected to see Q3 earnings growth of +10.5% with revenue growth of +11.6% [6] - Meta Platforms is expected to report earnings of $6.69 per share for Q3, reflecting a 14.4% increase in estimates over the past month [8] Sector Analysis - Five out of 16 Zacks sectors, including Finance, Tech, and Energy, have seen modest increases in Q3 estimates, while 11 sectors face downward pressure [5] - The Finance sector, particularly large banks and brokers like JPMorgan and Goldman Sachs, shows a notable positive revisions trend [9]

Group 1 - Bridgewater Associates significantly increased its holdings in Nvidia by over 154%, making it the fund's third-largest position [2] - Microsoft saw a holding increase of over 111%, while Google and Meta increased their stakes by over 84% and nearly 90%, respectively, ranking as the sixth, fifth, and seventh largest positions in the fund [2] - Uber's holdings surged by more than five times, and Johnson & Johnson's stake increased by over 667% [2] Group 2 - Bridgewater reduced its positions in Amazon by nearly 6%, AMD by nearly 19%, and PayPal by over 12% [2] - The fund completely exited its positions in Alibaba, Baidu, and JD.com [2] - New positions include chip design company Arm, as well as Intuit, EQT, Lyft, and Ulta Beauty [2] Group 3 - The SPDR S&P 500 ETF (SPY) remains Bridgewater's largest holding, although the stake was reduced by approximately 21.9% [2] - The SPDR Gold ETF (GLD) holdings remained unchanged in the second quarter [2]

Core Insights - Bridgewater Associates reported a significant increase in its holdings for Q2, ending June 30, with notable additions to positions in Nvidia, Google, and Microsoft [1] Holdings Summary - The fund increased its stake in Nvidia by approximately 4.39 million shares, representing a growth of 154.37% [1] - Google saw an increase of 2.56 million shares, with a growth rate of 84.08% [1] - Microsoft was boosted by 910,000 shares, reflecting an increase of 111.88% [1] New Positions and Exits - Bridgewater established new positions in Arm and Lyft [1] - The fund completely exited its positions in Alibaba, Pinduoduo, Baidu, and JD.com, which are Chinese concept stocks [1] Fund Size - As of June 30, Bridgewater's total assets under management reached $24.8 billion, marking a quarter-over-quarter increase of 14.81% [1]

二季度，桥水新进芯片设计公司Arm（ARM）近47.4万股，在桥水总持仓中占0.31%。 桥水还新进了财务和税务软件公司Intuit （INTU）将近5.9万股、能源股EQT（EQT）78.7万股、Uber的 劲敌Lyft（LYFT）近247.9万股、美妆零售商Ulta Beauty（ULTA）超5.8万股，在持仓中占比分别只有 0.19%、0.19%、0.16%和0.11%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 持仓报告显示，全球最大对冲基金之一桥水（Bridgewater Associates）今年第二季度的主要押注美国科 技巨头，其中大举增持目前市值最高的个股英伟达。 桥水还加仓了本已为该基金重仓股的另外三家科技巨头：谷歌母公司Alphabet、微软和Meta，同时，桥 水清仓了阿里等中概以及美国能源巨头雪佛龙，小幅建仓芯片股Arm等个股。 美东时间8月13日周三美股盘后，桥水向美国证监会（SEC）递交的监管文件13F报告披露，二季度桥水 增 ...

经济面上，经济增速放缓、消费趋弱与通胀上行引发滞涨担忧。共和党主导的"大而美"法案包含的高额 支出与减税措施，预计将使美国债务在本年代末升至40万亿美元。但国债收益率并未因财政赤字扩大而 显著上升。 Cboe VIX波动率指数跌至去年12月以来低位14.46，隐含标普500单日波动仅57点，远低于4月的160点。 Northlight资产管理公司CIO Chris Zaccarelli认为，只要失业率保持低位、通胀不足以迫使美联储收紧政 策，牛市就会延续。 智通财经APP获悉，周三，美国股市延续强劲上涨势头，投资者似乎对一系列足以扰乱市场的风险因素 选择"视而不见"，风险偏好依旧高企。 近期，美股不仅无视特朗普总统日益复杂且充满波动性的关税策略，还忽略了通胀压力上升、消费支出 放缓等宏观隐忧，甚至在高企的估值背景下依旧上行。据美国银行8月全球基金经理调查，当前市场已 被普遍视为"严重高估"，但标普500指数年内涨幅接近10%，较4月8日"解放日"关税落地时的低点反弹 近30%。 特朗普推动将美联储调整为更贴合政府经济目标的机构，并解雇劳工统计局局长、提名有党派色彩且曾 建议取消月度就业数据发布的人选接任，同时 ...

Market Performance - The three major U.S. indices rose, with the S&P 500 index setting a closing record for the second consecutive trading day, closing at 6466.58 points, up 0.32% [1] - The Dow Jones increased by 463.66 points, or 1.04%, closing at 44922.27 points, while the Nasdaq rose by 31.24 points, or 0.14%, closing at 21713.14 points [1] - European indices also saw gains, with Germany's DAX30 up 0.51%, the UK's FTSE 100 up 0.17%, and France's CAC40 up 0.66% [1][2] Commodity Prices - Light crude oil futures for September fell by $0.52 to $62.65 per barrel, a decrease of 0.82%, while Brent crude for October dropped by $0.49 to $65.63 per barrel, down 0.74% [2] - Spot gold increased by 0.23%, reaching $3355.91 [3] Cryptocurrency Market - Bitcoin rose nearly 1.9% to $122,387.5, while Ethereum increased by 2.9% to $4,724.39 [4] Macroeconomic Developments - Trump's potential candidates for the Federal Reserve chair have expanded to 11, including notable Wall Street strategists, indicating a lengthy selection process [5] - Chicago Fed President Goolsbee expressed the need for more evidence of inflation improvement before making policy changes, suggesting that all meetings this fall could be opportunities for policy adjustments [6] Corporate News - Bridgewater Associates significantly increased its holdings in Nvidia by 154.37% and exited positions in Alibaba and other Chinese stocks [8] - Apple plans to enter the AI robotics, home security, and smart display markets, with a desktop robot as a core part of its strategy [9] - Oracle is laying off employees in its cloud infrastructure division to manage costs amid rising AI expenditures [10] - Tesla is hiring for its autonomous driving department, indicating potential expansion into the New York ride-hailing market [11] - Amazon aims to expand its same-day delivery service for fresh groceries to over 3,300 cities by the end of the year, impacting competitors like Kroger and Walmart [12] Analyst Ratings - Standard Chartered Bank raised its year-end price target for Ethereum from $4,000 to $7,500, citing improved industry participation and increased holdings [13] - The bank anticipates the stablecoin market will grow approximately eightfold by the end of 2028, significantly impacting Ethereum network fees [14]

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