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FPG财盛国际:加密市场多空博弈加剧
Xin Lang Cai Jing· 2026-01-13 10:00
1月13日,在当前复杂多变的宏观环境下,加密货币市场正处于震荡整固的关键期。FPG财盛国际认 为,近期比特币在92000美元关口反复受阻,很大程度上反映了投资者对地缘政治风险及贸易政策不确 定性的谨慎态度。受特朗普宣布对特定贸易往来国征收25%关税的消息影响,比特币在1月12日一度跌 穿91000美元水平,市场情绪短期内受到避险买盘向贵金属转移的压制。 隐私币板块近期表现出极强的韧性,FPG财盛国际表示,尽管迪拜等核心枢纽加强了监管限制,但 Monero(XMR)大涨15%以及Railgun(RAIL)超30%的涨幅,凸显了资金对于具备抗审查特性资产的 偏好。与此同时,加密矿业股在AI浪潮的推动下展现出异样的活力。Meta最新推出的"Meta Compute"基 础设施计划为高性能计算领域注入了强心剂,相关事实数据显示,Iren(IREN)涨幅接近10%, Bitfarms与Riot等头部矿企也录得6%至8%的显著收益。 从宏观维度来看,美联储主席鲍威尔面临刑事调查这一突发事件,显著加剧了市场对货币政策独立性的 担忧,导致金银价格飙升。FPG财盛国际认为,这种跨资产的波动风险正通过美元指数及国债收益率传 导至 ...
扎克伯格官宣Meta Compute:布局“国家级”能源项目 打造全球顶级AI算力版图
Sou Hu Cai Jing· 2026-01-13 03:22
1 月 13 日消息,Meta 公司首席执行官马克・扎克伯格(Mark Zuckerberg)今天(1 月 13 日)通过其 Threads 账号,正式宣布启动 Meta Compute 计划,旨在构建吉瓦(GW)级 AI 基础设施以加速实现"超 级智能"。 扎克伯格透露,Meta 公司计划在未来十年内建设规模达数十吉瓦(GW)的算力设施,长期目标更是瞄 准数百吉瓦级别。 IT之家注:吉瓦是功率单位,1 吉瓦等于 10 亿瓦特。大约 1 吉瓦的电力足以供应约 75 万个普通美国家 庭的日常用电。Meta 计划建设"数百吉瓦",意味着其 AI 网络的耗电量将达到国家级规模。 这一算力规模意味着巨大的能源消耗,在水资源和电力资源日益紧缺的当下,Meta 正试图通过这一举 措,在硅谷激烈的 AI 军备竞赛中确立绝对的物理层优势。 为了确保"Meta Compute"的高效执行,Meta 确立了清晰的领导架构。全球工程主管 Santosh Janardhan 将作为总负责人统领这一顶层计划。 近期加入的前 Safe Superintelligence 首席执行官 Daniel Gross 将领导一个全新小组,专注于长 ...
周二你需要知道的隔夜全球要闻:美联储调查风波引爆金属市场,金银齐创新高;伊朗风险推高油价;中国市场独揽9亿美元登顶新兴市场吸金榜
Sou Hu Cai Jing· 2026-01-12 22:39
【周二你需要知道的隔夜全球要闻:美联储调查风波引爆金属市场,金银齐创新高;伊朗风险推高油 价;中国市场独揽9亿美元登顶新兴市场吸金榜】 1、美国司法部威胁要对美联储提起刑事诉讼,再度 引发市场对美联储独立性的担忧,金属普遍上涨,黄金和白银攀升至纪录高位,现货黄金升破每盎司 4600美元;现货白银一度上涨8%,突破86美元;LME基准铜期货一度上涨2.5%至每吨13,323美元,之 后回吐部分涨幅。 2、伊朗局势动荡引发投资者对伊朗供应中断的担忧,原油价格周一升至12月初以来 的最高水平。WTI 2月原油期货收于每桶59.50美元,涨幅为0.64%,此前三个交易日累计上涨超过6%; 布伦特3月原油期货收于每桶63.87美元,涨幅为0.84%。 3、截至1月9日当周,美国上市新兴市场ETF资 金单周流入创逾一年新高,达39.7亿美元,较前一周的10.9亿美元大幅增加。其中中国市场获最大流 入,资金达9.074亿美元,较前一周增长超4倍。 4、谷歌证实与苹果达成一项为期多年的协议,将为苹 果的人工智能技术提供支持,其中包括语音助手Siri。马斯克对此评价称,这种合作似乎使其权力得到 了不合理集中。 5、美股三大指数 ...
Mark Zuckerberg says Meta is launching its own AI infrastructure initiative
TechCrunch· 2026-01-12 21:44
Core Insights - Meta is significantly investing in AI infrastructure, with plans to build tens of gigawatts of energy capacity this decade and hundreds of gigawatts over time, which is expected to provide a strategic advantage in AI development [2][3]. Investment and Infrastructure - The company aims to expand its energy footprint drastically to support its AI business, which is projected to increase electrical consumption in the U.S. from 5 gigawatts to 50 gigawatts over the next decade [3]. - Meta's CFO, Susan Li, emphasized that developing leading AI infrastructure will be a core advantage for creating the best AI models and product experiences [1]. Leadership and Strategy - CEO Mark Zuckerberg announced the formation of a new initiative called Meta Compute, which will focus on enhancing the company's AI infrastructure [2]. - Key executives leading this initiative include Santosh Janardhan, who will oversee technical architecture and global data center operations; Daniel Gross, who will manage long-term capacity strategy and supplier partnerships; and Dina Powell McCormick, who will work with governments on infrastructure development [4][5]. Competitive Landscape - The race to build AI-ready cloud environments is intensifying, with Meta's peers like Microsoft and Alphabet also making significant investments in AI infrastructure [8].
Meta Picks Former White House Advisor to Drive AI Projects
PYMNTS.com· 2026-01-12 19:46
Meta has appointed new executives to head various aspects of its artificial intelligence (AI) initiatives.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.“Meta is planning to build tens of gigawatts this decade, an ...
Mark Zuckerberg says Meta will build 'hundreds of gigawatts' of AI capacity over time
Business Insider· 2026-01-12 19:26
Meta CEO Mark Zuckerberg said Monday that the company is launching a new "top-level" initiative called Meta Compute, as it pours more money into the data centers and infrastructure powering its AI push. Zuckerberg said Meta plans to build "tens of gigawatts" of capacity this decade and "hundreds of gigawatts or more" over time."How we engineer, invest, and partner to build this infrastructure will become a strategic advantage," Zuckerberg wrote in a Facebook post. The move signals that Zuckerberg views AI ...
Meta to build gigawatt-scale computing capacity under Meta Compute effort
Reuters· 2026-01-12 18:17
Meta will establish Meta Compute to construct tens of gigawatts of computing infrastructure this decade and hundreds of gigawatts more in the future, CEO Mark Zuckerberg said on Monday. ...