Technology & Robotics - Neuralink devices aim to provide full body control and sensor integration with Optimus robots [1]

RT ARK Funds (@ARK_Funds)Why is ARK excited about Neuralink? Because it’s not just theoretical anymore. In our latest webinar, @skorusARK explains how this brain-computer interface is delivering real-world impact today and details why we see major potential for its future.ARKVX: https://t.co/FjEkAZSUnB ...

Over time, I think Neuralink could enable vision in a higher resolution than with a human eye, and you could also see in different wavelengths.Elon Muskhttps://t.co/q4uGXH5GBf ...

I really want to become financially independent. I don't like the stress of worrying about how I'll make a living if AI eventually takes my job. This desire is driving me to grow my sources of passive income. My goal is to eventually generate enough passive income to cover my basic living expenses. That way, I won't have to fret if my income from working were to disappear. My foundational strategy is investing in high-quality, high-yielding dividend stocks. One of my core holdings is W.P. Carey (WPC 0.97%). ...

RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: Rob Greiner, the sixth human implanted with Neuralink’s Telepathy chip, can play video games by thinking, moving the cursor with his thoughts. https://t.co/sJeH44YdfS ...

RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: Rob Greiner, the sixth human implanted with Neuralink’s Telepathy chip, can play video games by thinking, moving the cursor with his thoughts. https://t.co/sJeH44YdfS ...

区块链技术的发展日新月异，其中共识机制是确保区块链网络正常运行的关键。DPoS 机制作为一种高效的共识算法，在提高区 块链处理效率方面具有优势，但也面临着一些挑战。例如，超级节点的中心化风险以及安全性问题可能影响网络的公平性和稳 定性，这促使企业不断探索改进方法。 LINK的引入与分配：在选举出超级节点后，DPoS网络将引入LINK作为价值传递媒介。LINK的分配将根据超级节点的表现和网 络需求进行动态调整。表现优秀的超级节点将获得更多的LINK奖励，而表现不佳的节点则可能面临LINK的削减或剥夺。通过 LINK的引入和分配，激励超级节点更加积极地参与网络治理和交易验证工作。 区块生成与交易验证：选举出的超级节点将负责后续的区块生成和交易验证工作。在区块生成阶段，超级节点将根据网络规则 和算法生成新的区块，并将其添加到区块链上。在交易验证阶段，超级节点将对网络中的交易进行验证和确认，以确保交易的 合法性和有效性。通过超级节点的共同努力，DPoS网络能够保持高效、稳定的运行。 声誉评价机制的实施：为了确保超级节点履行职责并维护网络稳定，DPoS网络还引入了声誉评价机制。该机制通过对超级节点 的行为进行监督和评价 ...

[Music] Blackwell is an engineering marvel. It begins as a blank silicon wafer. [Music] Hundreds of chip processing and ultraviolet lithography steps build up each of the 200 billion transistors layer by layer on a 12in wafer.The wafer is scribed into individual blackwell dye, tested and sorted, separating the good dyes to move forward. The chip on wafer on substrate process attaches 32 Blackwell dyes and 128 HPM stacks on a custom silicon interposer wafer. Metal interconnect traces are etched directly into ...

Investment Rating - The report indicates a dovish outlook for G10 policy rates through 2026, suggesting a significant decline in rates, particularly in the US, where 10-year Treasury yields are expected to reach 4.00% by the end of 2025 and just above 3.00% by the end of 2026 [6][27]. Core Insights - The report emphasizes that the US dollar is expected to weaken significantly, with the DXY forecasted to fall an additional 9% over the next 12 months to 91, driven by a convergence in US rates and growth to peers, alongside increased FX hedging flows [6][69]. - The report outlines a bearish outlook for global growth, particularly in the US, where real GDP growth is projected to decline from 2.5% in 2024 to 1.0% in both 2025 and 2026, influenced by tariffs and immigration restrictions [15][23]. - Inflation is expected to moderate globally, with core PCE in the US forecasted to reach 4.5% before declining, while the euro area is projected to undershoot the ECB's inflation target due to sluggish growth [23][34]. Interest Rate Strategy - In the US, Treasury yields are expected to range trade through 3Q25 before declining, with a forecast of 10-year yields at 4.00% by the end of 2025 and a larger decline in 2026 as the Fed is anticipated to cut rates by 175 basis points [3][27]. - The euro area is projected to see the 10-year Bund yield fall to 2.40% by 4Q25 and 2.20% by 4Q26, influenced by more ECB easing than currently priced in [3][35]. - In the UK, 10-year gilt yields are expected to end 2025 at 4.35% and 2026 at 3.80%, with the Bank Rate projected to decline further due to a slowdown in economic activity [41][43]. Currency & Foreign Exchange - The report forecasts continued weakness in the USD, with significant declines against safe-haven currencies such as EUR, JPY, and CHF, as the DXY is expected to fall to 91 by mid-2026 [8][69]. - Specific currency pairs are projected to move as follows: EUR/USD to rise to 1.25, GBP/USD to 1.45, and AUD/USD to 0.69 by mid-2026, reflecting various economic factors [8][69]. Inflation-Linked Bonds - In the US, breakevens are expected to remain elevated until 3Q25 due to tariff-induced inflation, with a tightening forecast around 2Q26 as inflationary pressures begin to cool [9]. Sovereign Supply Outlook - The report anticipates a decrease in net coupon bond supply across the G7, amounting to US$2.72 trillion in 2025, down 5% year-over-year, influenced by fiscal policy uncertainties [53][62].

今日早参 2025 年 5 月 22 日 申建国 电力设备与新能源行业首席研究员 邮箱：shenjianguo@htsc.com 边文姣 电力设备与新能源行业研究组长 座机：0755-82776411 邮箱：bianwenjiao@htsc.com 今日热点 宏观：人民币或将有升值动力 4 月 2 日后，美国"对等"关税经历数轮调整，但实际结果是美国仍将对全 球加征 13-17 个百分点的进口关税。美国对中国关税更是经历了"过山车"， 两国于 5 月 12 日达成协议，将特朗普上任来对中国加征关税的水平从最高点 的 145%左右降低至 30%（参见《美中关税降级的缘起、影响和后续》， 2025/5/13）。由此，美元指数小幅反弹，而人民币兑美元汇率上升 0.5%左 右。我们认为，这一升值幅度并未完全反映今年来中国相对美国和其他经济 体基本面的相对变化。而在去美元化的大幕初启的背景下，全球、尤其是亚 洲资产大幅超配美元、低配本币这一实质意义上的"套利交易"势必经历结 构性"再平衡"，这一过程中，人民币贬值预期或将渐渐消弭，甚至出现升 值动力可能是题中之义（参见《新台币大幅升值的启示》，2025/5/7）。 风险 ...