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X @Sui
Sui· 2025-07-17 18:15
Most infra today assumes you’re building alone.The Sui Stack assumes you’re building together - collaborating with users, data, other apps, and agents.It’s not just new plumbing. It’s a rethink of how software is supposed to work.Here’s how 👇 https://t.co/vLk16yCmVe ...
科技主题基金又“火”了
随着投资热度的提升,更多的科技主题基金扎堆进入新发序列,且多只采用发起式的形式。较低的成立 门槛使这类新基金得以更快入市,比如国投瑞银中证港股通科技指数发起、鑫元创业AI指数发起式 等。 从近期机构调研来看,机构正在加速掘金AI产业链公司。以新易盛为例,该公司7月16日接待调研机构 近180家,包括易方达基金、鹏华基金、广发基金、华安基金等。该公司近日预计上半年的归母净利润 同比增幅上限高达385.47%,此次机构聚焦于公司业绩、扩产计划等方面。仕佳光子、东山精密等多家 公司近期均接受了机构的调研。 对于下半年AI的投资机会,永赢科技智选基金经理任桀表示,从产业链角度观察,中国厂商擅长的光 通信、PCB领域过去两年实现了高增长,今年以来客户逐渐提出更高、更长期的需求后,一些厂商进入 扩产阶段。随着全球大客户需求持续扩张,以及AI产业的长期发展,中国厂商有望持续分享全球AI发 展的红利。 科技主题ETF也联袂上涨,并获得大量资金的流入。数据显示,多只ETF近一个月涨幅超15%,如南方 创业板人工智能ETF、富国中证通信设备主题ETF等。相关ETF同期净申购份额较多,华夏上证科创板 50成份ETF获净申购54亿份 ...
Pagaya Is Just Getting Started
Seeking Alpha· 2025-07-17 18:13
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...
香港加速打造全球虚拟资产中心
Shen Zhen Shang Bao· 2025-07-17 18:06
无独有偶,加幂科技(08198.HK)近期也因战略布局Web3.0引发市场关注。2025年3月,公司宣布完成新 股配售,募资净额约3323万港元,其中35%将用于Web3.0技术研发及新商机探索,包括开发DEX聚合器 与链上数据分析平台。今年以来,加幂科技股价累计涨幅达1100%。 此外,博雅互动(00434.HK)、胜利证券(08540.HK)、蓝港互动(08267.HK)等香港上市公司均在加密货币 方面有所布局,今年以来,博雅互动、胜利证券、蓝港互动股价累计涨幅分别达97%、176%、60%。 进入2025年,政策进一步细化与深化。今年2月,香港证监会发布虚拟资产市场监管"A-S-P-I-Re"路线 图,为虚拟资产市场的有序发展提供了更为清晰的指引。今年5月,《稳定币条例草案》获立法会通 过,8月1日生效。今年6月,《香港数字资产发展政策宣言2.0》发布,升级监管框架,重申打造香港为 全球创新中心的目标。 (文章来源:深圳商报) 令人瞩目的是,香港正探索发行官方稳定币"数字港元",旨在为虚拟经济提供锚定资产,并强化跨境支 付能力。 在政策红利与技术迭代的驱动下,港股上市公司加速布局Web3.0领域,涵盖交 ...
Pelosi: Epstein controversy is just a 'distraction'
MSNBC· 2025-07-17 18:06
The Trump administration is moving ahead with plans to reopen Alcatraz as a federal prison. An idea some critics have dismissed as impossible. In part because of how expensive it would be to repair and retrofit as a complex that frankly was so run down that they closed it and so expensive to operate.60 years ago they closed its doors. My next guest is among those critics, Democratic Congresswoman and Speaker Emmerida Nancy Pelosi. Alcatraz is part of her district in San Francisco.It's so good to see you. An ...
Small Biz, Big Roadblocks: Mastercard to Smoothen Cross-Border Ride
ZACKS· 2025-07-17 18:06
Key Takeaways Mastercard released a report highlighting cross-border payment challenges faced by Latin American SMEs. MA is addressing these issues with Mastercard Move, enabling faster, lower-cost global transactions. Cross-border volumes for MA rose 15% in Q1 2025, with further growth expected from SME adoption of MA Move. Mastercard Incorporated (MA) , in collaboration with Payments and Commerce Market Intelligence and K2, has released a new report. It sheds light on how the existing international paym ...
X @mert | helius.dev
mert | helius.dev· 2025-07-17 18:05
this is entirely fake cardano derplet slop btwit does not say this anywhere in the bill, obviouslyTapTools (@TapTools):JUST IN: The Clarity Act now recognizes only three blockchains as “Likely Mature” under U.S. standards 🇺🇸 — Bitcoin, Ethereum, and Cardano. https://t.co/pm3Iv7i8Au ...
Alphabet's $2T Catapult: Sum Its Assets And Get Google Search For Free
Seeking Alpha· 2025-07-17 18:05
This is an article I have long been thinking about and researching. You could consider my previous article a prequel which was published in December under the title "If Robotaxi Is The Next Frontier, Either Tesla Or Google Is Completely Mispriced".I’m a long-term growth and dividend-growth investor covering both US and European equity markets. I seek undervalued stocks and high-quality dividend growers that generate dependable cash flow for reinvestment. I share one of my portfolios on eToro where I qualifi ...
X @Watcher.Guru
Watcher.Guru· 2025-07-17 18:04
JUST IN: 🇺🇸 White House says President Trump supports tax exemption for small Bitcoin & crypto transactions. https://t.co/S1YUx7dxJj ...
X @Ash Crypto
Ash Crypto· 2025-07-17 18:04
WE ARE SO FUCKING BACK !!BEARS ARE SHAKING RIGHT NOW. ...