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Breaking News: The PPI for September is 2.7%, higher than the expected 2.6%.
The year-on-year increase in core PPI is 2.6%, lower than the expected 2.7%.
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英伟达被爆财务造假?
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导读: 1、市场数据: BTC市值占比上涨0.1%报58.56%,恐慌贪婪指数15 2、英伟达 (NVDA.O) 大跌 6%,创七个多月来最大单日盘中跌幅,收跌2.59% 3、11月24日 BTC ETF流出1.5亿 ,ETH ETF流入0.96亿,SOL ETF当前流入主力为bitwise发行的BSOL,并非富达发行的FSOL 4、Coinbase 上 MON 现货交易价格突破 0.047 美元 5、某巨鲸持续从 Binance 提取了 WLFI,目前该巨鲸共持有 7316 万枚 WLFI,价值约 1170 万美元。
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英伟达和谷歌,一涨一跌,此消彼长,此起彼伏,因为谷歌不但发布了超强了Gemini3,更是因为拥有强大的自研TPU。相当于谷歌自己一家就可以形成闭环。对英伟达芯片的依赖度大大降低。甚至可以引申到其他家大厂如亚马逊,微软,Meta未来都可以加强自研芯片,英伟达的唯一性叙事被打破了。 而且如果模型效率提高,短期内硬件需求反而可以是下跌的,原来需要1万张卡做的事现在8000张就够了,进一步打击了销量叙事。这跟年初Deepseek横空出世打击了英伟达股价那波逻辑上非常相似。本质上是暴力计算叙事的边际效用递减。 未来如果英伟达从SaaS公司定价转回原先的制造业定价,那恐怕PE要打打折扣了,不知老黄会如何应对?主权AI算力中心?发布新技术拉代差?开辟下一个能吃算力的新赛道(但如何解决电力缺口)?进一步完善软硬件生态加深护城河?
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BTC走得真特么拧巴 有点像钻石形态 一般来说,钻石形态在高位出现,90%概率看跌 涨我也不追了,就等机会做空。 #BTC
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btc短线行为 下跌中继 仅供参考,DYOR #BTC
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