证券研究报告|计算机 [Table_Title] AI 算力相关产品服务有望延续涨价趋势， Tokens 使用有望量价齐升 [Table_ReportType] ——计算机行业跟踪报告[Table_ReportDate] [行业核心观点： Table_Summary] 上周，沪深 300 下跌 2.19%，创业板指上涨 1.26%，申万计算机行业指 数下跌 4.74%，分别跑输沪深 300 和创业板指 2.55 和 6.00 个百分点， 在申万各一级行业中排名第 20 位。阿里巴巴发布 2026 财年 Q3（即 2025 年 Q4）财报，云智能集团收入为 432.84 亿元，保持了上一季度的超 30% 的涨幅趋势。阿里巴巴集团首席执行官吴泳铭称："AI 是我们的主要增 长引擎之一。阿里云收入强劲增长 36%，其中 AI 相关产品收入连续第 十个季度实现三位数增长。"吴泳铭还披露了集团 AI 战略的商业目标， 即未来五年，包含 MaaS 在内的云和 AI 商业化年收入突破 1000 亿美 元。此外，阿里云及百度智能云纷纷宣布上调 AI 算力与存储等产品价 格。我们认为伴随各大厂商加码布局 Agent 及相关应用 ...

RT Token Terminal 📊 (@tokenterminal)Trading activity remains concentrated among a small set of tokens within each sector.Sizes are proportional within each sector (L1 token volumes would otherwise dominate). https://t.co/G49VOSoZMX ...

RT Tokens on Solana (@tokens)287 stocks. 25 ETFs. Gold. Oil. Bitcoin. All live on Solana.Every asset behind the headline, live on Solana.Follow and turn on notifications. https://t.co/LfRhDQb4PC ...

It's honestly impressive what some legacy NFT projects have shipped recently.Genuinely cool products.At the same time, the role of the original NFTs is very small, if existent at all.In the past, NFTs had catalysts in the form of airdrops and tokens. I still think those are the main ones, even today.Even if projects go on and build something bigger (or something outside of crypto).Integrating direct benefits for holders into new products either doesn't make sense for the projects or simply isn't wanted for ...

Welcome to GTC. The inference inflection has arrived. I believe that computing demand has increased by one million times in the last two years.AI now has to think. In order to think. it has to inference. In order to do, it has to inference. AI has to read.In order to do so, it has to inference. Finally, AI is able to do productive work and therefore the inflection point of inference has arrived. Tokens are the new commodity.On the vertical axis is throughput. On the horizontal axis is token rate. And so thi ...

The conversation we've had on the pod a number of times is, "Oh my god, look at the token usage in our companies. It is growing massively. And some people are asking, hey, when I join a company, how many tokens do I get cuz I want to be an effective employee?" You've postulated, I believe, $75,000 in tokens for each engineer or something like that. So, are you spending in Nvidia a billion, $2 billion on tokens from your engineering team right now. >> We're trying to.Let me give you a thought experiment. Let ...

"Look. The tokens, they just want to earn yield. You have to understand this. The tokens, they just want to earn yield." https://t.co/zDp2oIe7Tc ...

LATEST: ⚡ Opera has proposed swapping its cash payments from Celo for 160 million CELO tokens, which would give it roughly 27% of the token's circulating supply. https://t.co/ZnaIriUjX3 ...

This is how intelligence is made. A new kind of factory, generator of tokens, the building blocks of AI. Tokens have opened a new frontier, turning data into knowledge and drawing on all we have learned.Tokens are harnessing a new wave of clean energy and unlocking the secrets of the stars. In virtual worlds, they help robots learn. And in the physical world, perfect, forging new paths and clearing the way for a bountiful harvest.In the moments that matter, tokens are already there. And in the miles between ...

More on @tokens 👇https://t.co/PT75zuWnhrTokens on Solana (@tokens):Paradex is the zero-fee perps DEX built for performance, privacy, and deep liquidity.Verify the token address: https://t.co/utlFxmtK2eDIME available in your favorite Solana apps @tryfomo , @dflow, @Titan_Exchange, @phantom, @JupiterExchange, @solflare and more ...