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火币HTX报道，8月12日，国务院国资委党委书记、主任程福波到中国电信集团有限公司调研企业科技创新、改革发展和党的建设等工作。程福波强调，继续抓好新型基础设施建设，坚持适度超前、科学布局、协调发展，统筹推进信息通信网络、全国一体化算力网等建设和集约高效利用，持续推动数字化赋能，提升数智化产品服务供给水平，助力夯实数字经济底座；强化科技创新，围绕云计算、网络、人工智能、量子等根技术，加力关键核心技术攻关，积极推进创新成果转化应用，以更大力度吸引、留住、用好人才，打造网信领域的创新高地和人才高地。

【国务院国资委：围绕云计算、网络、人工智能、量子等根技术，加力关键核心技术攻关】火币HTX报道，8月12日，国务院国资委党委书记、主任程福波到中国电信集团有限公司调研企业科技创新、改革发展和党的建设等工作。程福波强调，继续抓好新型基础设施建设，坚持适度超前、科学布局、协调发展，统筹推进信息通信网络、全国一体化算力网等建设和集约高效利用，持续推动数字化赋能，提升数智化产品服务供给水平，助力夯实数字经济底座；强化科技创新，围绕云计算、网络、人工智能、量子等根技术，加力关键核心技术攻关，积极推进创新成果转化应用，以更大力度吸引、留住、用好人才，打造网信领域的创新高地和人才高地。

国务院国资委：围绕云计算、网络、人工智能、量子等根技术，加力关键核心技术攻关

火币HTX报道，8月12日，法国巴黎银行将Lumentum目标股价从1300美元上调至1380美元。

【法巴：将Lumentum目标价上调至1380美元】火币HTX报道，8月12日，法国巴黎银行将Lumentum目标股价从1300美元上调至1380美元。

法巴：将Lumentum目标价上调至1380美元

火币HTX报道，8月12日，英伟达股价上涨3.35%，报224.8美元/股，为2个月以来最高水平，总市值报5.44万亿美元。

【英伟达涨超3%】火币HTX报道，8月12日，英伟达股价上涨3.35%，报224.8美元/股，为2个月以来最高水平，总市值报5.44万亿美元。

英伟达涨超3%

火币HTX报道，8月12日，美国总统特朗普最新发文：“美国已经完全控制了霍尔木兹海峡。我认为我们将继续保持控制权！我们的海上封锁被所有人称为“钢铁之墙”，伊朗对此无能为力。他们没有海军，没有空军，剩余士兵也没有领到薪酬，革命卫队已遭到重创并正在溃逃，而他们的“领导层”充其量只能说是不确定！他们没有资金——这个国家已经“千疮百孔”。他们拥有的只有假新闻和300%的通胀，而且情况还在恶化！伊朗如今只是光说不练，不再是中东的霸凌者！”

【特朗普：美国对霍尔木兹海峡拥有完全控制权】火币HTX报道，8月12日，美国总统特朗普最新发文：“美国已经完全控制了霍尔木兹海峡。我认为我们将继续保持控制权！我们的海上封锁被所有人称为“钢铁之墙”，伊朗对此无能为力。他们没有海军，没有空军，剩余士兵也没有领到薪酬，革命卫队已遭到重创并正在溃逃，而他们的“领导层”充其量只能说是不确定！他们没有资金——这个国家已经“千疮百孔”。他们拥有的只有假新闻和300%的通胀，而且情况还在恶化！伊朗如今只是光说不练，不再是中东的霸凌者！”

特朗普：美国对霍尔木兹海峡拥有完全控制权

火币HTX报道，8月12日，在腾讯2026Q2财报业绩电话会上，腾讯总裁刘炽平谈及二季度微信AI“小微”灰测的反馈。他表示，AI可以让微信变得更加智能化，帮助用户进行交易、探索内容以及管理日常生活。在 PC 时代，QQ 主要是一个通信和社交工具，到了移动互联网时代，微信又将 QQ 的价值放大了 10 倍以上。而到了AI时代，随着时间的推移，微信会成为以AI为先的生态系统。用户给出一个指令，系统就会自行执行。

【腾讯总裁刘炽平再谈微信AI：微信会成为以AI为先的生态系统，有望转化成巨大的价值】火币HTX报道，8月12日，在腾讯2026Q2财报业绩电话会上，腾讯总裁刘炽平谈及二季度微信AI“小微”灰测的反馈。他表示，AI可以让微信变得更加智能化，帮助用户进行交易、探索内容以及管理日常生活。在 PC 时代，QQ 主要是一个通信和社交工具，到了移动互联网时代，微信又将 QQ 的价值放大了 10 倍以上。而到了AI时代，随着时间的推移，微信会成为以AI为先的生态系统。用户给出一个指令，系统就会自行执行。

腾讯总裁刘炽平再谈微信AI：微信会成为以AI为先的生态系统，有望转化成巨大的价值

火币HTX报道，彭博 ETF 分析师 Eric Balchunas 在 X 平台发文表示，Goldman Sachs 将在 Neos 交易中获得 BTCI。BTCI 是一只规模达 10 亿美元的比特币溢价收益型 ETF，收益率为 27%，可捕捉比特币大部分但并非全部上涨幅度。他表示，这让其理解了 Goldman Sachs 为何从未推出数月前提交申请的比特币备兑看涨期权产品；相比推出同类产品，更好的做法是超越 BlackRock 的 BITA。

【Goldman Sachs将在Neos交易中获得BTCI】火币HTX报道，彭博 ETF 分析师 Eric Balchunas 在 X 平台发文表示，Goldman Sachs 将在 Neos 交易中获得 BTCI。BTCI 是一只规模达 10 亿美元的比特币溢价收益型 ETF，收益率为 27%，可捕捉比特币大部分但并非全部上涨幅度。他表示，这让其理解了 Goldman Sachs 为何从未推出数月前提交申请的比特币备兑看涨期权产品；相比推出同类产品，更好的做法是超越 BlackRock 的 BITA。

Goldman Sachs将在Neos交易中获得BTCI

火币HTX报道，8月12日，半导体设备板块延续涨势，Aehr Test Systems涨超11%，泰瑞达涨超6%，泛林集团、艾马克技术、应用材料涨超4%，科磊涨超3%，阿斯麦、安霸涨超1%。 
消息面上，Aehr Test Systems宣布其领先的晶圆级AI处理器客户追加了一笔价值2,200万美元的后续量产订单。行业方面，伯恩斯坦发布研报，上调了对晶圆制造设备(WFE)支出的预测，理由是对当前上行周期具有持续动能的信心持续增强。该行将2026年WFE支出预测上调至1480亿美元，年增26.3%；2027年预测上调至2040亿美元，年增32.6%；2028年预测上调至2590亿美元，年增27%。

【半导体设备板块延续涨势，Aehr Test Systems涨超11%】火币HTX报道，8月12日，半导体设备板块延续涨势，Aehr Test Systems涨超11%，泰瑞达涨超6%，泛林集团、艾马克技术、应用材料涨超4%，科磊涨超3%，阿斯麦、安霸涨超1%。 
消息面上，Aehr Test Systems宣布其领先的晶圆级AI处理器客户追加了一笔价值2,200万美元的后续量产订单。行业方面，伯恩斯坦发布研报，上调了对晶圆制造设备(WFE)支出的预测，理由是对当前上行周期具有持续动能的信心持续增强。该行将2026年WFE支出预测上调至1480亿美元，年增26.3%；2027年预测上调至2040亿美元，年增32.6%；2028年预测上调至2590亿美元，年增27%。

半导体设备板块延续涨势，Aehr Test Systems涨超11%

火币HTX报道，8月12日，SK海力士股价涨幅扩大至8.6%，报153.95美元/股，总市值报1.12万亿美元。

【SK海力士股价涨幅扩大至超8%】火币HTX报道，8月12日，SK海力士股价涨幅扩大至8.6%，报153.95美元/股，总市值报1.12万亿美元。

SK海力士股价涨幅扩大至超8%

火币HTX报道，据市场消息：Strategy 旗下 STRC 开盘价为 95.39 美元，为整整两个月以来最高开盘价，距面值不足 5%。

【Strategy旗下STRC开盘价95.39美元】火币HTX报道，据市场消息：Strategy 旗下 STRC 开盘价为 95.39 美元，为整整两个月以来最高开盘价，距面值不足 5%。

Strategy旗下STRC开盘价95.39美元

August 11, according to official sources, ENS token holders have approved the "ENS DAO New Era" proposal, and the associated execution plan has been completed on-chain. The ENS Foundation has officially become an independently operated entity. The Foundation will establish a full-time Executive Director, dedicated staff, and a 5-member board of directors to represent ENS in engaging with institutions and standards organizations such as ICANN, IETF, and W3C, to advance matters related to the ".ens" top-level domain, and to carry out policy communications, intellectual property protection, personnel recruitment, ecosystem grants, and other offline operations. ENS stated that with the Foundation officially operational, ENS Labs will be able to focus more on protocol and product development, including core infrastructure construction such as ENSv2. Under the new governance structure, ENS DAO, the ENS Foundation, and ENS Labs will form a three-party system with clear division of responsibilities. The Endowment fund assets, supported by revenue from .eth domain registration fees, remain unchanged. Its transactions will be subject to a 9-day time lock, and the ENS Security Council can cancel operations beyond the Foundation's authorized scope. The tokens held by the ENS DAO account for 54.6% of the total ENS supply and remain under the control of the DAO and token holders, with one exception: a one-time transfer of 1 million ENS to the Foundation to pay staff salaries under a public compensation framework. The ENS Foundation and ENS Labs are mutually independent legal and operational entities. The Foundation does not own ENS Labs, and ENS Labs does not have governance rights over the Foundation. Token holders can appoint or remove Foundation directors. The inaugural 5-member board of the ENS Foundation includes Executive Director Alexander Urbelis, ENS founder and ENS Labs CEO Nick Johnson, and three independent directors: Kartik Talwar, General Partner at A.Capital Ventures and co-founder of ETHGlobal; Brett Sun, co-founder of Prelude; and Anthony Leutenegger, CEO of Aragon. ENS stated that existing stewards, grant programs, and other commitments will continue to be fulfilled, and the Foundation will gradually take over grant programs, working groups, and related matters. Going forward, ENS Labs will continue to lead core ENS protocol development, the DAO will handle protocol governance and Foundation oversight, and the Foundation will undertake the offline institutional functions needed to support protocol operations – the three parties working together to promote the long-term development of ENS.

[ENS Foundation Officially Becomes Independent Entity, Receives 1 Million ENS Token Grant]August 11, according to official sources, ENS token holders have approved the "ENS DAO New Era" proposal, and the associated execution plan has been completed on-chain. The ENS Foundation has officially become an independently operated entity. The Foundation will establish a full-time Executive Director, dedicated staff, and a 5-member board of directors to represent ENS in engaging with institutions and standards organizations such as ICANN, IETF, and W3C, to advance matters related to the ".ens" top-level domain, and to carry out policy communications, intellectual property protection, personnel recruitment, ecosystem grants, and other offline operations. ENS stated that with the Foundation officially operational, ENS Labs will be able to focus more on protocol and product development, including core infrastructure construction such as ENSv2. Under the new governance structure, ENS DAO, the ENS Foundation, and ENS Labs will form a three-party system with clear division of responsibilities. The Endowment fund assets, supported by revenue from .eth domain registration fees, remain unchanged. Its transactions will be subject to a 9-day time lock, and the ENS Security Council can cancel operations beyond the Foundation's authorized scope. The tokens held by the ENS DAO account for 54.6% of the total ENS supply and remain under the control of the DAO and token holders, with one exception: a one-time transfer of 1 million ENS to the Foundation to pay staff salaries under a public compensation framework. The ENS Foundation and ENS Labs are mutually independent legal and operational entities. The Foundation does not own ENS Labs, and ENS Labs does not have governance rights over the Foundation. Token holders can appoint or remove Foundation directors. The inaugural 5-member board of the ENS Foundation includes Executive Director Alexander Urbelis, ENS founder and ENS Labs CEO Nick Johnson, and three independent directors: Kartik Talwar, General Partner at A.Capital Ventures and co-founder of ETHGlobal; Brett Sun, co-founder of Prelude; and Anthony Leutenegger, CEO of Aragon. ENS stated that existing stewards, grant programs, and other commitments will continue to be fulfilled, and the Foundation will gradually take over grant programs, working groups, and related matters. Going forward, ENS Labs will continue to lead core ENS protocol development, the DAO will handle protocol governance and Foundation oversight, and the Foundation will undertake the offline institutional functions needed to support protocol operations – the three parties working together to promote the long-term development of ENS.

ENS Foundation Officially Becomes Independent Entity, Receives 1 Million ENS Token Grant

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ENS Foundation Officially Becomes Independent Entity, Receives 1 Million ENS Token Grant

免責聲明：以上內容不代表 HTX 的任何立場，HTX 不為任何交易提供相關決策建議。

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