7*24小时

精选

行情播报

融资

活动

数据

政策

火币HTX报道，8月10日，据悉，智谱MaaS开放平台注册用户（即API用户）近700万，相比七月初增长约200万，其中包括2.3万家企业客户，对标Codex的开发者产品ZCode上线1个月用户突破百万。今年以来，智谱ARR增长15倍，根据我们了解，在Kimi和阿里新模型发布后，智谱ARR增速没有受影响。有投资人透露目前ARR来到20亿美元，但智谱官方已经否认，接近公司的人表示，实际数字应该更高。7月21日，市场传出智谱已建成规模1GW的国产AI算力基础设施，据了解，有超过5万块国产算力芯片已经启用，以缓解日益增长的推理需求，7月31日，智谱长期限售的Coding Plan在大幅涨价后已开放购买。（晚点）

【智谱API用户数近700万，新启用超5万块国产算力芯片】火币HTX报道，8月10日，据悉，智谱MaaS开放平台注册用户（即API用户）近700万，相比七月初增长约200万，其中包括2.3万家企业客户，对标Codex的开发者产品ZCode上线1个月用户突破百万。今年以来，智谱ARR增长15倍，根据我们了解，在Kimi和阿里新模型发布后，智谱ARR增速没有受影响。有投资人透露目前ARR来到20亿美元，但智谱官方已经否认，接近公司的人表示，实际数字应该更高。7月21日，市场传出智谱已建成规模1GW的国产AI算力基础设施，据了解，有超过5万块国产算力芯片已经启用，以缓解日益增长的推理需求，7月31日，智谱长期限售的Coding Plan在大幅涨价后已开放购买。（晚点）

智谱API用户数近700万，新启用超5万块国产算力芯片

火币HTX报道，美股存储股短线拉升，闪迪涨超4.2%，西部数据涨2.2%，美光科技涨近2%。

【美股存储股短线拉升，闪迪涨超4.2%】火币HTX报道，美股存储股短线拉升，闪迪涨超4.2%，西部数据涨2.2%，美光科技涨近2%。

美股存储股短线拉升，闪迪涨超4.2%

火币HTX报道，摩根大通10日正式将标普500指数2026年底目标点位从7800点上调至8000点，主要理由是企业盈利前景稳健，同时大型科技公司加大AI投资有望显著加快营收增长。这一目标点位较标普500上周五收盘点位还有约3%的上行空间。目前至少已有七家券商预计标普500将在2026年底达到8000点。摩根大通分析师表示，随着积压订单转化为实际收入，云计算业务有望保持强劲增长，这将验证AI资本支出的合理性，并进一步缓解市场对投入资本回报率的担忧。根据伦敦证交所集团的数据，已披露二季度财报的436家标普500成分公司中，85.1%的业绩超出分析师预期，显著高于1994年以来68%的长期平均比例。今年以来，在AI相关乐观情绪推动下，标普500指数已累计上涨约13%。（央视财经）

【今年标普500指数已上涨约13% 多家券商上调年底标普500指数至8000点】火币HTX报道，摩根大通10日正式将标普500指数2026年底目标点位从7800点上调至8000点，主要理由是企业盈利前景稳健，同时大型科技公司加大AI投资有望显著加快营收增长。这一目标点位较标普500上周五收盘点位还有约3%的上行空间。目前至少已有七家券商预计标普500将在2026年底达到8000点。摩根大通分析师表示，随着积压订单转化为实际收入，云计算业务有望保持强劲增长，这将验证AI资本支出的合理性，并进一步缓解市场对投入资本回报率的担忧。根据伦敦证交所集团的数据，已披露二季度财报的436家标普500成分公司中，85.1%的业绩超出分析师预期，显著高于1994年以来68%的长期平均比例。今年以来，在AI相关乐观情绪推动下，标普500指数已累计上涨约13%。（央视财经）

今年标普500指数已上涨约13% 多家券商上调年底标普500指数至8000点

火币HTX报道，8月10日，美股三大指数集体低开，道琼斯指数跌0.09%，标普500指数跌0.04%，纳斯达克综合指数跌0.04%。通信板块延续涨势，迈威尔科技、Lumentum涨超4%，Coherent、Credo涨超2%。Meta涨超1%，公司发布轻量化版AI模型，单张显卡即可运行。英特尔跌超3%，公司宣布拟议的150亿美元普通股发行计划。临床阶段生物制药公司SIONNA Therapeutics暴约90%，公司公布主要终点更新数据。

【美股三大指数集体低开 通信板块延续涨势】火币HTX报道，8月10日，美股三大指数集体低开，道琼斯指数跌0.09%，标普500指数跌0.04%，纳斯达克综合指数跌0.04%。通信板块延续涨势，迈威尔科技、Lumentum涨超4%，Coherent、Credo涨超2%。Meta涨超1%，公司发布轻量化版AI模型，单张显卡即可运行。英特尔跌超3%，公司宣布拟议的150亿美元普通股发行计划。临床阶段生物制药公司SIONNA Therapeutics暴约90%，公司公布主要终点更新数据。

美股三大指数集体低开 通信板块延续涨势

火币HTX数据监测显示，ETH跌破1900  USDT，现报1899.18  USDT，24H跌幅1.27%。

【ETH跌破1900  USDT】火币HTX数据监测显示，ETH跌破1900  USDT，现报1899.18  USDT，24H跌幅1.27%。

ETH跌破1900  USDT

火币HTX报道，8月10日，据@EmberCN监测，比特币财库公司Strategy上周再次抛售1,690枚BTC，卖出单价比成本价低11,123美元，实现亏损1880万美元。现在还持有840,447枚BTC(价值547.42亿美元)，成本均价75,385美元，浮亏86.15亿美元(-13.6%)。 
以太坊财库公司Bitmine上周以约1,888美元的价格购买了7,391枚ETH(价值1395万美元)。公司现在总共持有5,805,238枚ETH(价值111.52亿美元)，成本均价3,369美元，浮亏84.06亿美元(-43%)。

【Strategy浮亏86.15亿美元，Bitmine浮亏84.06亿美元】火币HTX报道，8月10日，据@EmberCN监测，比特币财库公司Strategy上周再次抛售1,690枚BTC，卖出单价比成本价低11,123美元，实现亏损1880万美元。现在还持有840,447枚BTC(价值547.42亿美元)，成本均价75,385美元，浮亏86.15亿美元(-13.6%)。 
以太坊财库公司Bitmine上周以约1,888美元的价格购买了7,391枚ETH(价值1395万美元)。公司现在总共持有5,805,238枚ETH(价值111.52亿美元)，成本均价3,369美元，浮亏84.06亿美元(-43%)。

Strategy浮亏86.15亿美元，Bitmine浮亏84.06亿美元

火币HTX报道，英特尔美股盘前跌幅扩大至逾5%，公司将发行150亿美元普通股。

【英特尔美股盘前跌幅扩大至逾5%】火币HTX报道，英特尔美股盘前跌幅扩大至逾5%，公司将发行150亿美元普通股。

英特尔美股盘前跌幅扩大至逾5%

火币HTX报道，8月10日，据报道，微软计划于9月发布其下一代MAIA 300人工智能芯片。

【微软计划于9月发布其下一代MAIA 300人工智能芯片】火币HTX报道，8月10日，据报道，微软计划于9月发布其下一代MAIA 300人工智能芯片。

微软计划于9月发布其下一代MAIA 300人工智能芯片

火币HTX报道，8月10日，Sharplink公布第二季度净亏损为3.943亿美元，营收为1150万美元。截至6月30日，该公司持有886,881枚ETH，加密资产总值约为14亿美元。

【Sharplink Q2净亏损为3.943亿美元，持有886,881枚ETH】火币HTX报道，8月10日，Sharplink公布第二季度净亏损为3.943亿美元，营收为1150万美元。截至6月30日，该公司持有886,881枚ETH，加密资产总值约为14亿美元。

Sharplink Q2净亏损为3.943亿美元，持有886,881枚ETH

On August 10, according to TradingBeats (formerly Hyperinsight) monitoring, Polymarket trader "xm39" continues to face pressure on his "Yes" bet that "the US will invade Iran before 2027." The position has increased to 1,099,200 shares, with a total cost of approximately $286,200 and an average entry price of 26.03 cents. The contract is currently trading at 15.5 cents, bringing the position value down to about $170,400, with an unrealized loss of approximately $115,800, or a loss rate of 40.47%. Compared with the tracking on August 3, xm39 has since added about 161,500 shares with an additional investment of about $31,500, expanding his unrealized loss by about $53,300; no new prediction market trades have appeared today. Meanwhile, xm39 established a crude oil long position again this morning. As of noon, he had accumulated 88,000 WTI crude oil contracts (CL) through 873 trades, with a turnover of approximately $6.9127 million at an average price of $78.54. As of press time, the address holds the position at 20x full margin, with unrealized profit of about $15,700, a return rate of approximately 4.53%, and a liquidation price of $75.75. Almost at the same time as starting to buy crude oil, xm39 also opened a short position of 24.31 XYZ100 contracts at an average price of 29,729.68 points, with a turnover of about $722,700. He currently holds a total of 80.28 short XYZ100 contracts, with a position value of about $2.3976 million, an average price of 29,654.27 points, an unrealized loss of about $16,900, and a liquidation price of 32,984.70 points. The combined notional value of the two positions is approximately $9.3259 million, with unrealized gains and losses roughly offsetting, resulting in a total net unrealized loss of about $1,258. He also has a resting buy order of 20 XYZ100 contracts "reduce only" at 29,388 points, with a notional amount of approximately $587,800, planning to reduce approximately 24.9% of his existing short position. Currently, he continues to bet on US military action against Iran on Polymarket, while on Hyperliquid he has re-entered long crude oil and shorted a Nasdaq-mapped contract. Both ends point to the macro direction of war escalation, stronger oil prices, and pressure on risk assets. It is reported that among the 65 closed positions the trader has on Polymarket, none belong to US-Iran, Iran, or Hormuz-related markets. In crude oil trading, his long positions have a record of 4 wins and 1 loss in 5 rounds, a win rate of 80%; his only short position earned about $17,200 in profit. Previous news: Trader "xm39" cleared positions just in time to avoid the crude oil plunge, but rebuilt a $10 million crude oil long position after the "stop fighting" news. The on-chain Perp and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, from address tracing to whale operations, with in-depth analysis and full visibility.

[Predicting 'US Invasion of Iran' Down 40%, Trader xm39 Still Builds $7M Crude Oil Long Position]On August 10, according to TradingBeats (formerly Hyperinsight) monitoring, Polymarket trader "xm39" continues to face pressure on his "Yes" bet that "the US will invade Iran before 2027." The position has increased to 1,099,200 shares, with a total cost of approximately $286,200 and an average entry price of 26.03 cents. The contract is currently trading at 15.5 cents, bringing the position value down to about $170,400, with an unrealized loss of approximately $115,800, or a loss rate of 40.47%. Compared with the tracking on August 3, xm39 has since added about 161,500 shares with an additional investment of about $31,500, expanding his unrealized loss by about $53,300; no new prediction market trades have appeared today. Meanwhile, xm39 established a crude oil long position again this morning. As of noon, he had accumulated 88,000 WTI crude oil contracts (CL) through 873 trades, with a turnover of approximately $6.9127 million at an average price of $78.54. As of press time, the address holds the position at 20x full margin, with unrealized profit of about $15,700, a return rate of approximately 4.53%, and a liquidation price of $75.75. Almost at the same time as starting to buy crude oil, xm39 also opened a short position of 24.31 XYZ100 contracts at an average price of 29,729.68 points, with a turnover of about $722,700. He currently holds a total of 80.28 short XYZ100 contracts, with a position value of about $2.3976 million, an average price of 29,654.27 points, an unrealized loss of about $16,900, and a liquidation price of 32,984.70 points. The combined notional value of the two positions is approximately $9.3259 million, with unrealized gains and losses roughly offsetting, resulting in a total net unrealized loss of about $1,258. He also has a resting buy order of 20 XYZ100 contracts "reduce only" at 29,388 points, with a notional amount of approximately $587,800, planning to reduce approximately 24.9% of his existing short position. Currently, he continues to bet on US military action against Iran on Polymarket, while on Hyperliquid he has re-entered long crude oil and shorted a Nasdaq-mapped contract. Both ends point to the macro direction of war escalation, stronger oil prices, and pressure on risk assets. It is reported that among the 65 closed positions the trader has on Polymarket, none belong to US-Iran, Iran, or Hormuz-related markets. In crude oil trading, his long positions have a record of 4 wins and 1 loss in 5 rounds, a win rate of 80%; his only short position earned about $17,200 in profit. Previous news: Trader "xm39" cleared positions just in time to avoid the crude oil plunge, but rebuilt a $10 million crude oil long position after the "stop fighting" news. The on-chain Perp and address analysis tool TradingBeats is now live, supporting real-time viewing of Hyperliquid data, from address tracing to whale operations, with in-depth analysis and full visibility.

Predicting 'US Invasion of Iran' Down 40%, Trader xm39 Still Builds $7M Crude Oil Long Position

美日近30年罕见联手，日元套利时代的终结

Predicting 'US Invasion of Iran' Down 40%, Trader xm39 Still Builds $7M Crude Oil Long Position

免责声明：以上内容不代表火币任何立场，不做为任何交易相关决策建议。

相关阅读

全部评论0最新最热

热门话题

相关阅读