This is something given to me by Mark Zuckerberg. I never understood when they said 50 billion for a plant. I said, "Dale, what kind of a plant is that?" But when you look at this, you understand why it's 50 billion.So this is one he's building in Louisiana. That's meta Facebook as people understand it to be. But look at that.That's the size of Manhattan. So that's superimposed over the island of Manhattan. I think they say 81% of Manhattan.Clark is building uh four of. ...

Here are the key points regarding Meta's AI glasses, Hypernova:1. This device is expected to enter mass production in 3Q25 with a two-year product life cycle. Shipments over the next two years are projected to be around 150,000 to 200,000 units. Based on Qualcomm's chip shipment forecasts, global smart glasses shipments are projected to reach 13–15 million units in 2026. This indicates Hypernova's market share will be negligible, positioning it more as an experimental product for Meta.2. AI will be Hypernov ...

關於Meta的AI眼鏡Hypernova的幾個重點：1. 此裝置預計在3Q25量產，產品生命週期為2年，未來2年出貨量約15-20萬部。根據Qualcomm晶片出貨預估，2026年全球智慧眼鏡出貨量約1,300-1,500萬部，這看出Hypernova的市佔率可忽略不計，故較像是Meta的實驗性質產品。2. AI將是Hypernova最重要的賣點，但目前整合AI與AR的應用之探索尚在早期階段，加上售價約800美元，這應該是Meta保守看待Hypernova出貨量的主因。此外，為追求量產性故採用LCoS，但這也衍生出外觀設計、亮度、反應時間與續航力等硬體設計挑戰。3. Meta發布Hypernoa的策略目的：1) 搶先Apple發佈，打造品牌形象、2) 儘早累積生態經驗、與3) 理解用戶行為。 ...

Can Meta stock reach $800 by 2025? See analyst predictions, AI investments, and key growth drivers to see if this ambitious target is possible. https://t.co/JBvuctH9eW https://t.co/UTp6Ky00SF ...

美股齐涨 美国股市周二收高，标普500指数在英伟达与礼来股价上涨的带动下走强。尽管美国总统特朗普宣布解 雇美联储理事丽莎·库克的决定引发市场对央行独立性的忧虑，但投资者更聚焦于即将到来的降息预期 与企业财报。 编辑 | 七三 截至收盘，标普500指数上涨0.41%，收于6465.94点，距离8月14日创下的收盘纪录仅一步之遥，纳斯达 克综合指数上涨0.44%，报21544.27点，道琼斯工业平均指数上涨0.30%，报45418.07点。标普500指数 11个板块中有7个上涨，工业板块领涨1.03%，金融板块紧随其后上涨0.76%。 大型科技股多数收高，特斯拉涨1.5%，苹果上涨0.95%，亚马逊涨0.34%，Meta涨0.11%，微软和谷歌A 则小幅回落。在周三公布季度业绩之前，英伟达上涨1.1%，市值继续支撑美股整体走势。投资者关注 其业绩能否维持人工智能相关股票的涨势。若业绩不及预期，市场担心AI概念股或出现回调。AMD收 涨2%，因券商Truist Securities将评级由"持有"上调至"买入"。 制药股方面，礼来大涨5.9%，此前公司称其试验性药片使糖尿病患者体重平均减轻10.5%。消息推动投 资 ...

Market Overview - US stock market closed higher with the Dow Jones up 0.3% at 45418.07 points, S&P 500 up 0.41% at 6465.94 points, and Nasdaq up 0.44% at 21544.27 points [2] - Major tech stocks saw gains, with Tesla up over 1%, Nvidia up more than 1%, and Apple up nearly 1% [7] Federal Reserve and Economic Policy - President Trump intensified his conflict with Federal Reserve Governor Cook, issuing a letter to remove her from her position, citing mortgage-related allegations [4] - Cook stated that Trump lacks the authority to dismiss her and plans to sue him over the legality of his directive [4] - Market focus remains on the anticipated interest rate cut in September rather than the Cook incident, according to Saxo Banque France [4] - US Commerce Secretary announced details of a US-Japan agreement involving Japan's commitment to invest $550 billion in the US, potentially for domestic production of semiconductors, antibiotics, and rare earth products [4] Trade Relations - The US plans to impose a 50% tariff on Indian goods starting August 27, as part of a broader strategy to increase tariffs amid stalled peace efforts between Russia and Ukraine [6] - This follows an earlier executive order by Trump imposing an additional 25% tariff on Indian imports of Russian oil [6] Upcoming Product Launches - Apple is set to hold a major product launch event on September 9, expected to unveil the iPhone 17 series and an upgraded Apple Watch [9] - The event will be conducted online, continuing the trend established during the pandemic [9] Oil Market - WTI crude oil prices fell by 2.4%, marking the largest drop since early August, closing near $63 per barrel [10] - Trump expressed approval of the declining oil prices, suggesting they may soon drop below $60 [10] Chinese Stocks - Chinese stocks mostly rose, with the Nasdaq Golden Dragon China Index up 0.73% and the Wande Chinese Technology Leaders Index up 0.03% [11] - Notable gains included Hesai Technology up over 14% and NIO up over 10% [11]

特朗普表示，美国公司现在之所以能够建设大型数据中心，只是因为"我们允许他们建设自己的电力设 施"。 本月早些时候，媒体报道称，Meta已选择太平洋投资管理公司和Blue Owl Capital Inc.牵头为路易斯安那 州数据中心筹集290亿美元资金，这是迄今为止与特定人工智能数据中心相关的最大规模融资。 "当他们说要建一个500亿美元的工厂时，我说，'这到底是个什么样的工厂?'"特朗普一边说着，一边举 着一张据说是Meta首席执行官马克·扎克伯格给他的图表。这张图表将数据中心的布局叠加在曼哈顿地 图之上，以此来展示其规模之大。特朗普表示："看到这个，你就明白为什么它的造价会达到500亿美元 了。" Meta发言人拒绝就特朗普关于该数据中心的言论发表评论。该数据中心被 Meta称为"Hyperion"。这家 社交媒体巨头正斥资数千亿美元，力争成为人工智能(AI)竞赛的主要参与者，该公司此前仅公开表示， 其对该数据中心的投资将超过100亿美元。 智通财经APP获悉，美国总统唐纳德·特朗普周二在内阁会议上表示，Meta Platforms(META.US)计划斥 资500亿美元在路易斯安那州农村地区建立大型数据中 ...

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

Market Performance - US stock market opened lower but closed higher, with all three major indices posting slight gains: Nasdaq up 0.44%, S&P 500 up 0.41%, and Dow Jones up 0.3% [1] - Major tech stocks mostly increased, with Tesla and Nvidia rising over 1%, while Apple, Netflix, Amazon, and Meta saw slight gains; Google, Microsoft, and Intel experienced minor declines [1] Company Highlights - Eli Lilly's stock surged nearly 6% following the successful results of its Phase 3 clinical trial for oral GLP-1 receptor agonist orforglipron for obesity combined with type 2 diabetes [1] - Popular Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index increasing by 0.72% [1] - NIO saw a significant increase of 10.02%, while Atour and Xpeng rose by 5.84% and 5.46% respectively; Li Auto increased by 2.71%, and Huazhu rose by 2.33% [1] - Other notable increases included Tencent Music, Global Data, Pony.ai, Miniso, ZTO Express, and NetEase, all rising by up to 1.98% [1] - Xiaomi Group's ADR rose by 1.65%, TSMC's ADR increased by 1.33%, Tencent Holdings' ADR went up by 0.19%, while Pinduoduo's ADR fell by 3.35% [1][2]

来源：滚动播报 美股三大指数收涨，纳指涨0.44%，标普500指数涨0.41%，道指涨0.30%。大型科技股涨跌不一，AMD 涨超2%，英伟达、特斯拉涨超1%，苹果涨约1%，Meta、亚马逊微涨，微软、英特尔、谷歌小幅下 跌。Applovin初步收涨4.2%，Palantir涨3%，再生元制药、迈威尔科技、"比特币持仓大户"Strategy （MSTR）、思科至少涨超2%，Adobe则跌1.9%，华纳兄弟探索跌2.1%，Atlassian跌2.5%，特许通讯跌 2.6%，KDP跌6.2%。 ...