CoinGate：波场TRON占其Q2总订单的32% 领先其他区块链

币界网Опубліковано о 2024-08-05Востаннє оновлено о 2024-08-05

币界网报道：

加密支付服务商CoinGate发布的数据显示，波场TRON占据其二季度总订单的32%，领先于其他区块链。

作为重要的全球支付网络，凭借安全、高效、用户友好等特点，近年来波场链上活跃度正持续提升。截至目前，波场TRON账户数突破2.48亿，交易总数突破81亿，总锁仓量（TVL）超207亿美元。此外，波场TRON拥有行业领先的用户活跃度，TVL和链上稳定币总市值均高居全球公链第二，并已承载了价值超13万亿美元的交易。

未来，波场TRON将持续打造更强大、更友好、更多元的生态，继续普惠全球用户。

Трендові криптовалюти

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

Пов'язані матеріали

SK Hynix Market Cap Exceeds Samsung for First Time in 26 Years, Korean Broker Calls for 50% More Upside

SK Hynix's market capitalization surpassed Samsung Electronics for the first time in 26 years on June 22, reaching 208.1 trillion won. The shift reflects a market trend where companies directly benefiting from AI infrastructure, like SK Hynix, are receiving higher valuation premiums than diversified giants. The surge is driven by AI-driven demand for High Bandwidth Memory (HBM), where SK Hynix holds a dominant 70-80% market share. Its Q1 2026 revenue exceeded 50 trillion won for the first time, with an operating profit margin of 72%. Hanwha Investment & Securities significantly raised its price target for SK Hynix to 430,000 won, the highest among Korean brokerages. The key rationale is that Long-Term Supply Agreements (LTAs) and robust HBM demand have fundamentally reduced the company's historical profit volatility. Several other brokers have also raised targets, arguing the valuation framework for memory semiconductors is being rewritten, moving away from a cyclical model. Despite the bullish outlook, the stock experienced a pullback of over 5% in regular trading on June 23 after briefly surpassing 3 million won pre-market, amid broader tech sector weakness. Some analysts caution that the市值 overtaking Samsung, whose profit scale and growth forecasts remain higher, could signal short-term overheating. However, high-return investors viewed the dip as a buying opportunity.

marsbit2 хв тому

SK Hynix Market Cap Exceeds Samsung for First Time in 26 Years, Korean Broker Calls for 50% More Upside

marsbit2 хв тому

GPU Rental Prices Drop 30% in Three Weeks: AI Value Chain Migrating from Nvidia to Memory Chips

GPU rental prices for Nvidia's flagship B200 chip have fallen by approximately 30% over three weeks, dropping from a high of $6.11/hour to $4.22/hour. This decline signals a potential easing of the "compute scarcity" narrative that has long supported AI hardware valuations. Concurrently, the semiconductor market is witnessing a significant divergence: while the VanEck Semiconductor ETF (SMH) has risen 15% in the past month, with memory giants Micron and SanDisk each surging nearly 60%, Nvidia's stock has declined about 3% over the same period. Analysts suggest this shift indicates that the AI value chain's bottleneck and profits are migrating from compute (GPUs) to memory. Demand for high-bandwidth memory (HBM) remains intensely strong, with contract prices soaring over 100% in H1 2026, granting memory manufacturers significant pricing power. In contrast, increased B200 supply from improved manufacturing yields and competitive pressure from new cloud providers are softening GPU rental rates. While long-term contracts, like SpaceX's $30 billion deal with Google, show sustained large-scale demand for Nvidia hardware, the softening spot prices pressure the margins of cloud providers and could eventually impact Nvidia's order flow if chip prices don't adjust. The key takeaway for investors is not a weakening AI thesis, but a recalibration within the sector: pricing power appears to be strengthening for memory chipmakers while showing signs of strain for leading GPU suppliers.

marsbit11 хв тому

GPU Rental Prices Drop 30% in Three Weeks: AI Value Chain Migrating from Nvidia to Memory Chips

marsbit11 хв тому

From Corning to Ciena: The 10X Stock Opportunities in the AI Optical Communication Chain

From Copper to Light: The AI-Driven Optical Communication Supply Chain and Investment Opportunities The exponential data demands of AI are pushing data centers beyond the physical limits of copper cables, forcing a critical transition to optical communication. This shift from electrical to photonic signals over distances greater than ~3 feet solves heat, power, and bandwidth constraints. The real investment opportunity lies not just in headline chipmakers, but across the entire essential photonics supply chain. **Key Investment Layers & Companies:** * **Glass & Fiber:** **Corning** is a dominant, irreplaceable supplier of advanced fiber to all major cloud/AI players (Meta, Amazon, Google, MSFT, OpenAI, NVIDIA), with multi-billion-dollar, multi-year contracts locked in years ahead of delivery. Its profit growth (93%) far outpaces revenue growth (36%), showing pricing power. * **Interconnects:** **Amphenol**, a consolidating giant in high-speed connectors (both copper and optical), shows robust growth (>80% in AI data centers) and expanding margins post-acquisition. **Credo Technology** bridges old and new worlds, extending copper's life in racks while moving into optics. It has hyper-growth but carries high customer concentration risk. * **Systems:** **Ciena** is a leader in coherent optics, enabling massive data capacity upgrades on existing fiber. It has a massive, growing order backlog ($~7B) and strong ties with cloud providers. * **Upstream & Enablers:** **AXT** produces mission-critical indium phosphide wafers for lasers, creating a supply bottleneck, but faces significant geopolitical/export license risk from its China-based manufacturing. **VEO Solutions** is the essential "picks and shovels" play, providing test equipment needed by every component in the optical chain, regardless of the eventual winner. A new pure-play photonics ETF (**FOTO**) offers a consolidated investment vehicle for this theme, though it is new and small. The core thesis is clear: the move from copper to light is inevitable and accelerating, with wealth creation spreading across this critical, multi-layered supply chain.

marsbit31 хв тому

From Corning to Ciena: The 10X Stock Opportunities in the AI Optical Communication Chain

marsbit31 хв тому

A Chip Company Releases AIDC Energy Storage Certification Standards. Why NVIDIA? Computing Power Reshapes Power Supply Logic. Who's in the Lead and Who's Left Out?

NVIDIA has released a "Battery Energy Storage System Self-Certification Guide," setting strict technical standards for energy storage systems specifically for AI data centers (AIDC). The guide focuses solely on certifying the Power Conversion System (PCS), not the batteries, with 10 mandatory performance metrics and 12 validation tests requiring real-world and simulation comparisons. Key requirements include rapid dynamic response to AI workloads, high-frequency system telemetry, and detailed electromagnetic transient models. The move is driven by the extreme and fluctuating power demands of next-generation AI hardware. Modern AIDCs require energy storage systems to act as intelligent, controllable grid assets, not just passive backup, to manage instantaneous, massive power load shifts that traditional UPS systems cannot handle. This redefines the competitive landscape for energy storage providers, shifting focus from capacity and cost to advanced control capabilities and system integration. While the market potential is significant—with forecasts of hundreds of GWh in new demand by 2030—the certification creates a high barrier to entry. It requires proven PCS delivery volumes and credible plans for rapid capacity scaling, favoring established, well-resourced players. Early movers like Fluence (partnering with Siemens) and several Chinese companies have secured projects ahead of the standard, but new entrants must now navigate this rigorous, costly, and time-intensive certification process to compete in the AIDC energy storage market.

marsbit1 год тому

A Chip Company Releases AIDC Energy Storage Certification Standards. Why NVIDIA? Computing Power Reshapes Power Supply Logic. Who's in the Lead and Who's Left Out?

marsbit1 год тому

Those Who Wanted to Buy Have Already Bought: SpaceX Retail Frenzy Subsides, Real Selling Pressure Arrives in August

SpaceX (SPCX) debuted on June 12 at $150, soared to a record $225 by June 16 in a retail-fueled frenzy, then collapsed, losing over $600 billion in market cap in a single day this week and crashing back near its IPO price. Analysts note the initial surge was driven by record retail inflows exceeding those for major tech stocks, but momentum evaporated swiftly after the peak. The sell-off occurred with only 5% of shares freely tradable. The real pressure is yet to come: lock-up expirations starting in August could release up to 44% of insider shares by early September, potentially increasing the float ninefold. With retail buying exhausted and massive supply looming, analysts warn the path higher is now severely challenged, posing a broader risk to a market sustained by speculative momentum.

marsbit1 год тому

Those Who Wanted to Buy Have Already Bought: SpaceX Retail Frenzy Subsides, Real Selling Pressure Arrives in August

marsbit1 год тому

Торгівля

Спот

Ф'ючерси

Популярні статті

Як купити TRX

Ласкаво просимо до HTX.com! Ми зробили покупку TRON (TRX) простою та зручною. Дотримуйтесь нашої покрокової інструкції, щоб розпочати свою криптовалютну подорож.Крок 1: Створіть обліковий запис на HTXВикористовуйте свою електронну пошту або номер телефону, щоб зареєструвати обліковий запис на HTX безплатно. Пройдіть безпроблемну реєстрацію й отримайте доступ до всіх функцій.ЗареєструватисьКрок 2: Перейдіть до розділу Купити крипту і виберіть спосіб оплатиКредитна/дебетова картка: використовуйте вашу картку Visa або Mastercard, щоб миттєво купити TRON (TRX).Баланс: використовуйте кошти з балансу вашого рахунку HTX для безперешкодної торгівлі.Треті особи: ми додали популярні способи оплати, такі як Google Pay та Apple Pay, щоб підвищити зручність.P2P: Торгуйте безпосередньо з іншими користувачами на HTX.Позабіржова торгівля (OTC): ми пропонуємо індивідуальні послуги та конкурентні обмінні курси для трейдерів.Крок 3: Зберігайте свої TRON (TRX)Після придбання TRON (TRX) збережіть його у своєму обліковому записі на HTX. Крім того, ви можете відправити його в інше місце за допомогою блокчейн-переказу або використовувати його для торгівлі іншими криптовалютами.Крок 4: Торгівля TRON (TRX)Легко торгуйте TRON (TRX) на спотовому ринку HTX. Просто увійдіть до свого облікового запису, виберіть торгову пару, укладайте угоди та спостерігайте за ними в режимі реального часу. Ми пропонуємо зручний досвід як для початківців, так і для досвідчених трейдерів.

1.5k переглядів усьогоОпубліковано 2024.12.10Оновлено 2026.06.02

Обговорення

Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни TRX (TRX).