请务必阅读正文之后的免责条款部分 1 | 品种 | 核心观点 | 主要逻辑及价格区间 | | --- | --- | --- | | | | 供给压力逐渐上升，油价承压偏弱。从供需基本面看，OPEC+从 4 月份开 | | 原油 | 偏弱 | 始正式增产，计划增产量要显著高于需求增量，油价供给过剩压力逐渐上 | | | | 升，油价下行压力较大，重点关注供给端 OPEC 实际增产量与美国产量。 | | | | 策略：轻仓试空并购买看涨期权保护。SC【500-520】 | | | | 成本回落，供给充足，液化气走势偏弱。OPEC+加速增产，成本端油价承 | | LPG | 偏弱 | 压，沙特下调 CP 合同价，成本端利空；下游燃烧需求处于淡季，化工需 | | | | 求有所下降，PDH 开工率连降两周。策略：走势偏弱，可轻仓布局空单。 | | | | PG【4120-4220】 | | | | 供需双弱，现货跟随盘面涨价，华北基差为-129（环比-21）。近期装置检 修力度加强，新装置暂未释放，供给压力边际缓解，本周产量小幅下滑， | | L | 空头反弹 | 预计后市仍存下跌预期。关注后续库存去化力度。7-8 ...

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关税阴霾笼罩欧洲 信用违约互换成本攀升 金十数据7月11日讯，在美国宣布对欧洲加征关税之前，担忧情绪重燃。使用信用违约互换（CDS）来 对冲欧元区信贷违约风险的成本上升。根据标普全球市场情报数据，追踪欧元区垃圾级企业债的iTraxx Europe Crossover指数上涨5个基点，至283个基点。Tickmill Group分析师帕特里克·穆内利在报告中指 出，特朗普已宣布欧盟也将收到一份关税信函，这使投资者认为美欧之间的贸易谈判进展并不顺利。 ...

国际能源署(IEA)称，沙特阿拉伯上个月的原油产量远高于其OPEC+配额，在以色列与伊朗开战之际， 沙特阿拉伯与其他产油国一道，急于将石油从波斯湾出口。IEA在其月度报告中称，沙特将原油日产量 提高约70万桶，达到每日980万桶，其中约70%的新增供应量用于出口。这是利雅得罕见地违反 OPEC+协议限制的行为，而利雅得曾多次斥责其他成员国生产过剩。 ...

More details on this thesis (which I think is more or less widely accepted):https://t.co/bzDekZCNviDan Romero (@dwr):Crypto market right now is a barbell: speculation and stablecoinsIf you're not in the speculation stack—app / UI, DEX, chain or asset launchpad—you're probably not generating much revenue. The stack is a dynamic market and startups can compete and grow very fast, e.g. ...

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Core Viewpoint - Harmonic AI, co-founded by Vlad Tenev and Tudor Achim, aims to develop an AI system capable of solving complex mathematical problems, striving for Mathematical Superintelligence (MSI) [3][20]. Group 1: Company Overview - Harmonic AI has successfully raised $100 million in Series B funding, bringing its valuation to approximately $875 million [4][17]. - The company was co-founded by Vlad Tenev, who previously established Robinhood Markets, and Tudor Achim, an expert in AI and large model training [5][15]. - Robinhood, under Tenev's leadership, achieved a market cap of around $22.7 billion and reported a revenue of $927 million with a net profit of $336 million in Q1 2025 [8][12]. Group 2: Funding and Valuation - Harmonic AI's Series A funding raised $75 million, led by Sequoia Capital, with a post-money valuation of $325 million [15]. - The recent Series B funding was led by Kleiner Perkins, with participation from Paradigm and Ribbit Capital, among others [16]. - The company intentionally set its valuation below the "unicorn" threshold of $1 billion, focusing on long-term growth rather than short-term valuation targets [18][19]. Group 3: Product Development - Harmonic AI announced its first model, Aristotle, which can formalize natural language problems into formal representations, enhancing collaboration with mathematicians [20]. - The model's performance improved from 83% to 90% on the MiniF2F benchmark, which includes various levels of mathematical problems [23]. - The ultimate goal is to create an AI system with mathematical capabilities surpassing human abilities, addressing challenges like the "hallucination" problem in AI [26][28].

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