【比推每日新闻精选】美联储理事库格勒将于下周辞职,特朗普迎来任命先机;特朗普:已指示团队立即解雇劳工局局长,鲍威尔也该“退休”;特朗普:已下令将两艘核潜艇部署在俄罗斯附近的相应区域;纽约时报:OpenAI 以 3000 亿美元估值完成 83 亿美元融资

比推Pubblicato 2025-08-02Pubblicato ultima volta 2025-08-02

比推小编每日为您精选的Web3新闻:

美联储理事库格勒将于下周辞职,特朗普迎来任命先机】

比推消息,美联储在一份声明中表示,美联储理事库格勒将于下周辞职,这为特朗普提前提供了一个机会,使其能够任命一位青睐的候选人,该候选人可能会担任央行领导层职务。库格勒的职位原定于明年1月才会出现空缺,而由7人组成的美联储理事会目前没有其他空缺职位。如今,特朗普将有机会立即任命一位理事,以向主席鲍威尔施压——并且这位理事有可能接替鲍威尔的职位。声明称,库格勒已向美国总统特朗普递交辞呈,将于下周五(8月8日)卸任,回到乔治敦大学担任教授。库格勒没有参加本周的美联储政策会议,理事会称其因个人事务缺席。库格勒曾担任美国劳工部首席经济学家,于2023年由拜登总统任命为美联储理事。

或受此消息影响,交易员加大对美联储9月份降息押注。

【特朗普:已指示团队立即解雇劳工局局长,鲍威尔也该“退休”】

比推消息,美国总统特朗普在社交媒体最新发文:“我刚刚得知,我国的 “就业数据” 是由拜登任命的劳工统计局局长Erika McEntarfer负责的,她在选举前伪造就业数据,试图提高哈里斯的获胜几率。劳工局在2024年3月将就业增长高估了约81.8万,然后在2024年总统大选前夕,也就是8月和9月,又高估了11.2万。这都创下了纪录——谁会错得这么离谱?我们需要准确的就业数据。我已指示我的团队立即解雇这位拜登任命的政治官员。这类重要数据必须公平且准确,不能为了政治目的而被操纵。McEntarfer称新增就业仅7.3万个(令人震惊!),但更重要的是,他们还下修了25.8万个就业岗位。今年上半年也发生了类似的事情,而且总是往负面方向调整。尽管美联储也在耍手段——这次是在利率上,他们在总统大选前大幅降息两次,我猜是希望能让“哈里斯”当选——但在“特朗普”的领导下,经济正蓬勃发展。这招效果如何呢?鲍威尔也应该“退休”了。”

【特朗普:已下令将两艘核潜艇部署在俄罗斯附近的相应区域】

比推消息,美国总统特朗普在社交媒体发文表示,基于俄罗斯前总统、现任俄罗斯联邦安全委员会副主席梅德韦杰夫极具挑衅性的言论,我已下令将两艘核潜艇部署到相应地区,以防这些愚蠢且煽动性的言论不仅仅是说说而已。言论非常重要,往往会导致意想不到的后果,我希望这不会成为此类情况之一。

【纽约时报:OpenAI 以 3000 亿美元估值完成 83 亿美元融资】

比推消息,据金十援引纽约时报报道,OpenAI 完成 83 亿美元融资,估值达 3000 亿美元。

【Mill City Ventures宣布达成 5 亿美元股权融资协议,推进 SUI 财务战略】

比推消息,非银行贷款机构和金融公司Mill City Ventures III, Ltd.(纳斯达克股票代码:MCVT)今日宣布,已与AGP/Alliance Global Partners(作为投资者)签署股权额度协议,允许Mill City自行决定出售高达5亿美元的公司普通股,但须遵守某些限制和成交条件。股权额度所得收益(不含承诺费)将用于推进公司的SUI财务战略。

【美SEC加密特别工作组将于全美多地举行系列圆桌会议】

比推消息,据官方消息,美国证券交易委员会(SEC)宣布,其加密特别工作组(Crypto Task Force)将在未来数月内走访美国多个城市,举办一系列圆桌会议,旨在为更多加密领域的利益相关者提供与 SEC 委员 Hester Peirce直接交流的机会。此次活动特别欢迎员工人数少于 10 人、成立不足两年的初创加密项目代表参与,确保监管政策制定更加全面和多元。

Peirce 委员表示,希望能听取那些未能参加今年春季华盛顿圆桌会议的声音,强调监管框架将对行业产生深远影响,SEC 希望通过广泛的沟通实现更全面的外展效果。

有意参与的项目代表可通过邮件提交申请,说明团队构成和项目简介,并注明希望参与的城市。SEC 计划公开参与项目名单,以促进公开透明的对话和公众参与。此次系列圆桌会议被视为 SEC 推动加密监管政策开放性和包容性的关键举措。

【7 月份加密一级市场共完成 67 笔融资事件,总融资达 11.6 亿美元】

比推消息,据 RootData 平台数据,7月份加密一级市场共完成 67 笔融资事件,其中 38 笔融资公布了具体金额,总融资为 11.6 亿美元。此外,RootData 还收录了 18 起 Post-IPO 类型的融资事件。

重点融资事件包括:

Polymarket以 1.12 亿美元收购美国衍生品交易所 QCEX

Pump.fun 以 40 亿美元完成 5 亿美元公募轮融资

Agora完成 5000 万美元 A 轮融资,Paradigm 领投

Stable 完成 2800 万美元种子轮融资,Hack VC和Bitfinex共同领投。


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55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

Title: 55TB to 28TB? The Rumor and Panic Behind the Potential Halving of Rubin's Memory. On June 4th, a report from SemiAnalysis suggested NVIDIA's next-gen Vera Rubin NVL72 AI rack may ship with roughly 28TB of SOCAMM DRAM per rack instead of the anticipated 55TB, primarily using 96GB modules. This sparked a market panic, causing Micron's stock to drop over 10% on fears of halved memory demand. However, the article argues this panic is misguided for several key reasons. First, SOCAMM modules are socketed and upgradeable, not soldered. Lower initial configuration doesn't mean permanent demand loss. Second, the primary driver is a severe 2026 LPDDR5X supply shortage, not diminished need. NVIDIA is likely prioritizing rack shipments with available components. Third, with fixed total LPDDR5X supply, using less per rack could allow NVIDIA to ship *more* racks, not necessarily reducing overall memory orders. Micron's sharp drop was also attributed to a broader semiconductor sell-off triggered by Broadcom's earnings, with the SemiAnalysis report providing a convenient narrative for profit-taking after Micron's massive rally. In summary: the report on lower default configurations is likely accurate, but interpreting it as a demand collapse is wrong. The real risk for Micron lies in its reportedly minimal HBM4 share for Rubin, not in potentially flexible SOCAMM demand. The sell-off appears more like a correction amplified by coinciding negative catalysts.

marsbit13 min fa

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

marsbit13 min fa

Exclusive from Yingke | Tang Wenbin's 'Yuanli Lingji' Merges with Logistics Robotics Company, and Secures Investment from Zhipu, SenseTime, Jieyue, and Others

Exclusive report: Embodied AI company "Yuanli Lingji" recently completed a new round of financing from major AI model firms including Zhipu AI, Stepfun, and SenseTime, alongside continued investments from industrial backers like Huaqin and SAIC Hengxu. Founded in March 2025 by Tang Wenbin, former co-founder and CTO of Megvii, Yuanli Lingji is a general-purpose embodied AI model company. In a notable move, the company has merged with logistics robotics firm "Atomix" (formerly known as Yuanli Juhe) through a share acquisition. Atomix, which originated from Megvii's logistics robotics business led by Tang in 2016 and was spun off in July 2024, has grown to become the world's second-largest supplier of pallet shuttle robots, with annual revenue nearing 1 billion RMB and over 500 projects globally for clients like Uniqlo and CATL. This merger aims to break the industry's "data deadlock" by combining Atomix's extensive real-world operational data from more than 20 countries with Yuanli Lingji's model training capabilities. The company's embodied AI model "DM0" utilizes a cross-domain training approach, integrating internet semantics, autonomous driving rules, and robotics data to achieve hardware-agnostic, precise manipulation even with a compact 2.4B parameter size. The collective investment from key AI players and the strategic merger signal a shift in the competitive landscape, as major model companies pivot from language tokens to physical actions ("from Token to Action"). The industry is entering a consolidation phase where hardware, AI models, data, and application scenarios converge to scale embodied intelligence, a trend mirrored by recent moves from giants like ByteDance and Skild AI.

marsbit20 min fa

Exclusive from Yingke | Tang Wenbin's 'Yuanli Lingji' Merges with Logistics Robotics Company, and Secures Investment from Zhipu, SenseTime, Jieyue, and Others

marsbit20 min fa

U.S. Stock Market Trends: Dow Hits New High, Nasdaq Falls, Whom Did Broadcom's Slap Wake Up?

U.S. Stocks Split: Dow Hits Record High as Nasdaq Slips; Broadcom's Plunge Sparks Rotation On June 4, the U.S. stock market saw a sharp divergence. The Dow Jones surged 875 points (+1.73%) to a record high of 51,561.93, while the Nasdaq Composite edged down 0.09%. The S&P 500 rose 0.41%. The primary catalyst was a sharp sell-off in AI-related chip stocks, led by Broadcom (AVGO). Despite reporting a 143% year-over-year jump in AI semiconductor revenue to $10.8 billion, the company's shares plunged about 14%. This was triggered by its maintained long-term AI revenue target, which failed to meet heightened expectations for a stock that had gained 55% this quarter and traded at a high P/E ratio. The slide dragged down the broader semiconductor sector and the technology板块. Conversely, money rotated into sectors like Healthcare (+3.14%), Financials (+2.67%), and Real Estate (+1.87%). UnitedHealth and Goldman Sachs were major contributors to the Dow's gains. The rotation was attributed to a search for value outside overheated tech names and a slight dip in Treasury yields. In other major news, SpaceX confirmed its IPO for June 12, targeting a record $75 billion raise at a ~$1.75 trillion valuation. Additionally, initial jobless claims rose to a four-month high, adding nuance to the labor market narrative ahead of the key May non-farm payrolls report. The day's action signaled that while the AI growth story remains intact, excessive valuations are prompting a market reassessment. Funds are moving, at least temporarily, from high-flying tech to more defensive and value-oriented sectors. The sustainability of this rotation hinges on upcoming economic data, particularly the jobs report, and the market's absorption of the massive SpaceX IPO.

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U.S. Stock Market Trends: Dow Hits New High, Nasdaq Falls, Whom Did Broadcom's Slap Wake Up?

marsbit23 min fa

From 'Old Dogs' to 'New Darlings': How AI is Revaluing Old Infrastructure, from Dell to Nokia

"Old Dogs" Become AI's New Darlings: Revaluing Legacy Infrastructure The AI investment narrative is shifting. Beyond the spotlight on core chipmakers like Nvidia, a new wave of interest is rising for legacy tech companies—Dell, HPE, Nokia, Cisco, Corning, Western Digital—once labeled as slow-growth, outdated stories. This resurgence stems from AI's evolution from model development to real-world deployment, creating massive demand for physical infrastructure. As AI moves into data center construction and enterprise adoption, the focus turns to who can actually build and deliver complex systems. These established players hold decades of experience in supply chains, integration, networking, and enterprise delivery—assets now critical for scaling AI. The revaluation can be grouped into three key infrastructure areas: 1. **Servers & Integration (e.g., Dell, HPE):** They are becoming essential system integrators, transforming GPUs into full-scale AI servers with networking, power, and cooling, then delivering them to clients. Strong recent earnings and AI-specific revenue/order growth for Dell and HPE underscore this shift. 2. **Networking & Connectivity (e.g., Corning, Nokia, Cisco):** As AI clusters grow, high-speed data transfer becomes paramount. Corning benefits from fiber demand for data center links, Nokia is exploring AI-integrated wireless networks (AI-RAN), and Cisco sees surging orders for data center switches—all critical for efficient AI operations. 3. **Storage (e.g., Western Digital, Seagate):** The AI data explosion requires vast capacity. Beyond high-speed memory (HBM), there's growing need for high-capacity HDDs to store training data, logs, video, and cold/archival data cost-effectively. This revaluation, however, is not a blanket endorsement. True reassessment requires concrete proof: AI-driven orders and revenue growth, upward revisions to company guidance, and sustainable improvements in profit quality, not just top-line sales. In essence, AI is not turning all old tech firms into high-growth stocks; it is selectively re-pricing the "old assets" of companies that are mission-critical for building the new AI infrastructure, transforming their legacy capabilities into renewed growth engines.

marsbit32 min fa

From 'Old Dogs' to 'New Darlings': How AI is Revaluing Old Infrastructure, from Dell to Nokia

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