SAN DIEGO, June 30, 2025 /PRNewswire/ -- Neurocrine Biosciences, Inc. (Nasdaq: NBIX) today announced the initiation of a Phase 1 first-in-human clinical study to evaluate the safety, tolerability, pharmacokinetics, pharmacodynamics and immunogenicity of investigational compound NBIP-01435 in healthy adult participants. NBIP-01435 is a long-acting corticotropin-releasing factor type 1 receptor antagonist administered as a subcutaneous injection for the potential treatment of congenital adrenal hyperplasia (C ...

Market Trends & Investment Opportunities - Nansen 数据显示，具有实际用例的 AI 代币在 7 天内净流入强劲 [1] - SERV (Openservai) 本周 ROI 领先，上涨 5722%，买入额达 868000 美元 [1] - GAME (Virtuals) 上涨 4716%，7 天内净流入 708660 美元 [4] - REI (ReiNetwork0x) 上涨 4188%，7 天内 DEX 净流入 808660 美元 [5] - FET (Fetch_ai) 本周上涨 1531%，净流入 136040 美元 [6] Company Developments & Technologies - Openserv 正在开发 agentic applications (aApps)，旨在创建一个 revenue first 生态系统 [1] - Virtuals 的 GAME SDK 备受关注，Agent Commerce Protocol (ACP) 预计即将推出 [2] - REI 的 "Bowtie" 架构的双内存系统反映了认知科学的进步，灵感来自 2025 年初发布的人脑研究 [3] - Fetch_ai 是 Artificial Super Intelligence (ASI) 的核心组成部分，ASI 是 Fetch AI、SingularityNET 和 Ocean Protocol 于 2024 年合并而成的去中心化 AI 集体 [6] - Fetch_ai 宣布 5000 万美元的代币回购计划，以支持 ASI:One 的推出 [6]

Southeast Asia to drive DePIN growth [Brought to you by @u2u_xyz] https://t.co/tGtE0PnwYT ...

Nansen 7-day net inflows are coming in strong for AI coins containing real use cases.Looking at the top four in order of ROI this week:i) SERV @openservai- Leading performer: up 57.22% this week with $868K in buys.- $34.3M market cap, $1.59M liquidity.Openserv recently teased its agentic applications (aApps) with the intention of creating a revenue first ecosystem.Their Berlin hackathon saw 8 viable aApps developed in a single day. Other developments include:- Browser Use: SERV SDK agents can now browse the ...

OpenAI转向谷歌TPU芯片，AI基础设施格局的重要转折点。 据追风交易台的消息，摩根士丹利在6月30日的报告中表示，对谷歌而言，这是OpenAI对其AI基础设施 能力的重要背书，将推动谷歌云业务增长并巩固其在ASIC生态系统中的领先地位。 对英伟达而言，虽然面临产能约束挑战，但仍将保持GPU市场主导地位。对亚马逊而言，OpenAI合作 伙伴名单中缺少AWS可能暴露其产能限制和Trainium芯片竞争力不足的问题。 OpenAI首次大规模采用非英伟达芯片 华尔街见闻之前消息，OpenAI近期开始租用谷歌的TPU芯片为ChatGPT等产品提供算力支持，这是该公 司首次大规模使用非英伟达芯片。此次合作安排使得OpenAI缓解对微软数据中心的依赖，同时为谷歌 的TPU提供了挑战英伟达GPU市场主导地位的机会。OpenAI希望通过谷歌云租用的TPU芯片降低推理 计算成本。 摩根士丹利认为，OpenAI是迄今为止最重要的TPU客户（其他客户包括苹果、Safe Superintelligence和 Cohere），这一协议是对谷歌AI基础设施能力的重要认可。谷歌的TPU技术已经发展了十年，最初的 TPU于2015年发布 ...

6月30日，国内期市油脂油料板块大面积飘绿，菜籽粕主力涨逾1%。截至目前，菜籽粕主力上涨 1.14%，报2572.00元/吨；菜籽油主力下跌0.43%，报9421.00元/吨；棕榈油主力下跌0.69%，报8308.00 元/吨；豆油主力下跌0.32%，报7976.00元/吨。 6月30日油脂油料期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | 豆油 | 7994.00 | 8002.00 | 8002.00 | | 棕榈油 | 8366.00 | 8376.00 | 8366.00 | | 菜籽油 | 9466.00 | 9466.00 | 9462.00 | | 豆粕 | 2942.00 | 2946.00 | 2938.00 | | 菜籽粕 | 2558.00 | 2559.00 | 2543.00 | | 豆一 | 4141.00 | 4140.00 | 4144.00 | | 豆二 | 3601.00 | 3603.00 | 3601.00 | | 花生 | 8178.00 | 8170.00 | 8170.00 | | 油菜籽 ...

NOMURA Richard Koo Reasons for rise in long-term rates in Japan, US, and Europe; China's balance sheet recession Long-term interest rates have risen or remained elevated in many nations over the past few weeks, with the conspicuous exception of China. This has led some analysts to question the fiscal sustainability of these economies. n certain countries, including Japan, long-term rates have reached their highest levels in over a decade, shocking market participants accustomed to ultra-low rates. However, ...

28 June 2025 | 2:27PM HKT The PBOC held its Q2 MPC meeting on June 23rd and the statement was released on June 27th. Consistent with the Q1 monetary policy report, the PBOC maintained an easing bias but adopted a less dovish tone than in the Q1 MPC meeting minutes. The central bank assessed that the Chinese economy shows positive momentum with sustained sentiment improvement. Emphasizing the execution of existing policies, particularly targeted easing, signals limited appetite for significant easing in the ...

摘要 光模块市场景气度持续上修，受益于互联网云厂商规划新发展及乐观的 投关交流，预计 2026 年 800G 和 1.6T 光模块需求量将分别增至 4,000 万只和 600-800 万只，主要驱动力来自 CSB 厂商架构变化和市 场需求增加。 旭创保持市场领先地位，新易盛份额快速提升，与 Meta、亚马逊等合 作紧密，并积极拓展英伟达等客户。预计 2025 年龙头公司收入可达 360-370 亿人民币，2026 年达 440-450 亿人民币，净利润率提升潜 力巨大。 二线光模块厂商如索尔思、联特科技和剑桥科技有望分享市场份额，行 业贝塔不断上修。国内互联网音响加大投入，华工科技和光迅科技等国 内龙头企业受益，预计 2025 年下半年业绩强劲。 光模块跳线市场潜力巨大，800G 光模块跳线需求量约为 2000 万支， 市场空间达数百亿人民币。泰胜光博创、亨通光电、爱康得等厂商有望 受益，业绩弹性大。 Q&A 近期光模块行业的市场表现如何？ 近期光模块行业表现突出，尤其是在 6 月份通信行业中排名第一。头部公司如 旭创、新易盛、太辰光和博创的涨幅显著，达到百分之四五十。整个互联网云 场对 ASEC 的重视程度 ...

It’s crazy how it’s a contrarian stance to be bullish on 99% of tokens right now.This is going to flip so fast with the slightest hint of monetary easing and the end of QT. ...