Brazil’s Securities Regulator Calls for Mandatory Tokenization and AI Surveillance to Overhaul Market Oversight. Brazil’s securities regulator calls for mandatory tokenization paired with AI-driven surveillance to modernize capital-market oversight. On Friday, October 23, Otto Lobo, president of Brazil’s Comissão de Valores Mobiliários (CVM), told the IV Congress of Investment Fund Law organized by the Associação dos Advogados that the... Read More
62/100·B+Long+2
n
news10/25news
1. 周一：①数据：德国10月IFO商业景气指数；英国10月CBI零售销售差值；美国10月达拉斯联储商业活动指数；中国9月本年迄今全国发电装机容量、全国发电装机容量年率（待定）。②事件：中国共产党第二十届中央委员会第五次全体会议于10月26日至29日在北京召开。中国台湾证券交易所休市一日。新西兰证券交易所休市一日。③财报：港股-中兴通讯(00763.HK)、药明康德(02359.HK)、中信证券(06030.HK)；美股-Verizon(VZ.N)。 2. 周二：①数据：美国至10月10日当周ADP就业人数周度变动、9月耐用品订单月率、8月FHFA房价指数月率、8月S&P/CS20座大城市未季调房价指数年率、9月新屋销售总数年化、10月谘商会消费者信心指数、10月里奇蒙德联储制造业指数。②事件：9000亿元1年期中期借贷便利（MLF）到期。2026亚洲工业科技展览会10月27日至29日在深圳国际会展中心举行。以色列举行大选。③财报：港股-复星医药(02196.HK)、康希诺生物(06185.HK)；美股盘前-波音(BA.N)、可口可乐(KO.N)、联合包裹(UPS.N)；美股盘后-SK海力士(SKHY.O)、Robinhood(HOOD.O)、恩智浦半导体(NXPI.O)。 3. 周三：①数据：美国至10月23日当周API原油库存、至10月23日当周EIA原油库存；澳大利亚9月未季调CPI年率；新西兰至10月28日联储利率决定；德国11月Gfk消费者信心指数；瑞士10月ZEW投资者信心指数；加拿大至10月28日央行利率决定。②事件：澳洲联储主席布洛克、副主席豪泽、助理主席亨特、琼斯、肯特出席参议院经济立法委员会视频会议；英国财政大臣约翰·希利在英国议会公布其上任后的首份年度预算案；加拿大央行行长麦克勒姆和高级副行长罗杰斯召开货币政策新闻发布会。③财报：港股-中国平安(02318.HK)、中国石油股份(00857.HK)；美股盘前-波士顿科学(BSX.N)；美股盘后- Alphabet(GOOGL.O)、微软(MSFT.O)。 4. 周四：①数据：美国至10月28日美联储利率决定（上限）；英国9月央行抵押贷款许可；欧元区10月工业景气指数；欧元区10月经济景气指数；美国至10月24日当周初请失业金人数、9月核心PCE物价指数年率、9月个人支出月率、第三季度实际GDP年化季率初值、第三季度实际个人消费支出季率初值、第三季度核心PCE物价指数年化季率初值、9月核心PCE物价指数月率；欧元区至10月29日欧洲央行存款机制利率、主要再融资利率；美国至10月23日当周EIA天然气库存。②事件：国内成品油将开启新一轮调价窗口；美联储主席沃什召开货币政策新闻发布会[同传]；欧洲央行行长拉加德召开货币政策新闻发布会[同传]；苹果公司“Pro and Tell”产品体验活动；2026腾讯全球数字生态大会举行；③财报：韩股-三星电子；港股-中国联通(00762.HK)、比亚迪股份(01211.HK)、中际旭创(03308.HK)、兆易创新(03986.HK)、澜起科技(06809.HK)；美股盘前-默沙东(MRK.N)、壳牌(SHEL.N)、礼来(LLY.N)；美股盘后-亚马逊(AMZN.O)、英特尔(INTC.O)、闪迪(SNDK.O)。 5. 周五：①数据：日本9月失业率；法国第三季度GDP年率初值；英国10月Nationwide房价指数月率；法国10月CPI月率初值；瑞士10月KOF经济领先指标；德国10月季调后失业人数、10月季调后失业率、第三季度未季调GDP年率初值；欧元区第三季度GDP年率初值、9月失业率；加拿大8月GDP月率；美国第三季度劳工成本指数季率；德国10月CPI月率初值；美国10月芝加哥PMI；日本至10月30日央行目标利率。②事件：美国国务卿鲁比奥主持召开20国集团（G20）外长会议，至10月31日；日本央行公布利率决议和经济前景展望报告，行长植田和男召开货币政策新闻发布会；③财报：港股-中国人寿(02628.HK)、工商银行(01398.HK)、中国南方航空股份(01055.HK)、赛力斯(09927.HK)等；日股-铠侠2026财年第二季度财报电话会。美股盘前-英国石油(BP.N)、埃克森美孚石油(XOM.N)、雪佛龙(CVX.N)。 6. 周六：①数据：美国至10月30日当周石油钻井总数；中国10月官方制造业PMI；②事件：2028年FOMC票委、圣路易联储主席穆萨莱姆发表讲话。 7. 周日：①事件：北美地区开始实行冬令时，美国和加拿大金融市场交易时间和经济数据公布时间将较夏令时延后一小时。七个欧佩克+产油国举行月度会议，制定12月产量政策。(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion.
Consensus expectations: Consensus for 2026Q3 expects EPS of 3.0047 and revenue of USD 127.853 billion.)
10/100·CNeutral+30
m
meme10/25meme
Few things:
- $SIVE is targeting T1 hyperscaler deployments for pluggables, CPO, NPO. Not quite sure what you mean by Tier 2.
They have direct engagements with hyperscalers but currently are more upstream by qualifying with companies like Ayar, $JBL, $GFS, O-Net that eventually likely ends up -> $AMZN / $MSFT for example.
On financing:
- Colo players like $CIFR still need $1B+ of financing for their sites.
- Neoclouds like $CRWV need billions of financing to buy GPUs.
Higher rates + less support for financing makes it more challenging for these players.
$SIVE already raised 700M SEK for their buildout and largely rely on external foundries, so they don't have financing constraints.
There's pressure on players that need currently need financing for capex, but markets group up everyone in AI sector indiscriminately.
The second nuance is whether or not this effects the end customers in terms of demand.
I'd argue optical sector is insulated, even if overall AI capex from hyperscalers decreases, I see optical content still rising and aggregate demand rising.
And this is especially the case with new incoming players going through their first qual cycles.
Reply to @Robertff8n: @aleabitoreddit Could you kindly elaborate on Jensen’s comment that capital is scarce in relation to impact on $SIVE. It seems they are aiming for tier 2 hyperscaler deployments and not the $LITE etc lanes. Will capital scarcity impact players like $SIVE more so then?
20/100·CNeutral+9
m
meme10/23meme
yes
Quoted @daniellimae: sabe aquela sensação de ver uma tecnologia pela primeira vez e perceber que o mundo nunca mais vai ser o mesmo?
entao.. abre esse site
10/100·CNeutral
n
news10/23news
个股新闻 1. 市场消息：SpaceX(SPCX.O)正就接入8万个蜂窝站点以建设新网络进行谈判。 2. SEC文件显示，通用汽车(GM.N)取消了其即将被Energy Fuels收购的工厂的稀土磁体长期供应协议。 3. 西部数据(WDC.O)2027财年Q1营收43.8亿美元，市场预期41.5亿美元；2027财年Q2展望营收为51亿美元。 4. 甲骨文(ORCL.N)扩大市场平台，以释放新的合作伙伴增长机遇，公司将市场平台采购业务扩展至印度和日本。 5. 据韩国经济新闻：SK海力士(SKHY.O)决定撤回旗下公司Solidigm在纳斯达克上市的计划，并准备近期正式公布决定。 6. 台积电(TSM.N)：已在中国台湾所有厂区启动标准台风应急预案，并根据当地政府指引安排人员配置。运营保持正常，未受到重大影响。 7. 力拓(RIO.N)集团将投资19亿美元，扩大其在澳大利亚北部的铝土矿开采业务，并开发一座大型新矿，以替代资源逐渐枯竭的现有矿山产量。 8. 美国联邦通信委员会（FCC）批准英特尔(INTC.O)获得豁免，使其可不受针对部分外国制造的先进机器人的禁令限制，继续使用对其在美国的半导体制造业务至关重要的相关设备。(Historical earnings: For fiscal 2026FY (period ended 2026-09-03), Micron reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion.
Consensus expectations: For the upcoming 2026Q4 event, consensus EPS is 32.5625; no revenue estimate is available.)
72/100·B+Long+16
m
meme10/23meme
The first externally curated markets on Aave V4 are now live, with strategy by @SentoraHQ.
Users can borrow RLUSD, PYUSD, and OUSD against yield-bearing and blue-chip collateral across three new markets on @ethereum.
Retweeted by @aave from @aave
72/100·B+Long+1
m
meme10/23meme
@aave @SentoraHQ @ethereum External curation is a good model for scaling lending markets.
Specialist risk managers can set parameters market by market instead of relying on one-size-fits-all settings. @aave
Reply to @aave: The first externally curated markets on Aave V4 are now live, with strategy by @SentoraHQ.
Users can borrow RLUSD, PYUSD, and OUSD against yield-bearing and blue-chip collateral across three new markets on @ethereum.
62/100·B+Long+1
m
meme10/22meme
@SentoraHQ 👻
Reply to @SentoraHQ: Sentora-curated markets are now live on @aave v4.
Borrow RLUSD, PYUSD and OUSD against yield-bearing and bluechip collateral, with risk and strategies by Sentora.
🔗https://t.co/DRJ9TJmR0k
62/100·B+Long
m
meme10/22meme
Sentora-curated markets are now live on @aave v4.
Borrow RLUSD, PYUSD and OUSD against yield-bearing and bluechip collateral, with risk and strategies by Sentora.
🔗https://t.co/DRJ9TJmR0k
Retweeted by @aave from @SentoraHQ
62/100·B+Long
m
meme10/22meme
Sentora brings institutional-grade curation to Aave.
One of the most exciting launches of the year.
Quoted @SentoraHQ: Sentora-curated markets are now live on @aave v4.
Borrow RLUSD, PYUSD and OUSD against yield-bearing and bluechip collateral, with risk and strategies by Sentora.
🔗https://pro.aave.com/explore/curator/sentora
【美股市场重新评估AI热潮的可持续性，纳指创6月以来最大跌幅】金十数据10月23日讯，随着投资者愈发担忧人工智能领域不断飙升的支出难以持续，美国科技股大幅下挫。纳指周四下跌2.6%，创下6月以来最大单日跌幅。与此同时，蓝筹股相对集中的道指涨0.02%。由于市场担忧科技企业在AI领域的巨额投入，多只主要AI概念股走低。Meta(META.O)跌7%，此前该公司披露，未来还将承担大笔额外支出承诺。尽管Meta营收大幅增长，但利润仍未达到华尔街预期。投资者兼分析师纳维利尔表示：“这一切都要追溯到Meta。现在的问题是，市场正在不分青红皂白地抛售，把好东西也一并抛弃了。”进一步加剧市场对AI支出担忧的是，英伟达CEO表示，AI缺乏足够的资本来支持所谓“新型云服务商”（Neoclouds）的增长。这类企业主要为Meta和亚马逊等大型AI云计算企业提供数字基础设施。SpaceX、英伟达和CoreWeave股价均出现下跌。费城半导体指数暴跌6.7%。鉴于本周AI板块持续动荡，美国投资者正转向债券市场寻求避险，以规避科技股等风险较高的资产。随着资金涌入债券市场，美国国债收益率大幅下降。(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Meta Platforms reported basic EPS of 16.79, diluted EPS of 16.62, net income of USD 42.621 billion, and revenue of USD 117.111 billion.
Consensus expectations: For the upcoming 2026Q4 event on 2027-01-26, consensus EPS estimate is 8.278 and revenue estimate is USD 73.742 billion.)
78/100·AShort+13
m
meme10/22meme
Full announcement here: https://aave.com/blog/sentora-aave-launch
Reply to @aave: All three markets draw from the Sentora Liquidity Hub.
Users can borrow RLUSD in the RLUSD Yield market and OUSD in the OUSD Yield market, both against USDe, PRIME, mWIN, and PST.
The Bluechip market currently lets users borrow RLUSD, PYUSD, or OUSD against kBTC.
72/100·B+Long+2
n
news10/22news
All three markets draw from the Sentora Liquidity Hub.
Users can borrow RLUSD in the RLUSD Yield market and OUSD in the OUSD Yield market, both against USDe, PRIME, mWIN, and PST.
The Bluechip market currently lets users borrow RLUSD, PYUSD, or OUSD against kBTC.
35/100·CLong+2
m
meme10/22meme
The first externally curated markets on Aave V4 are now live, with strategy by @SentoraHQ.
Users can borrow RLUSD, PYUSD, and OUSD against yield-bearing and blue-chip collateral across three new markets on @ethereum.
72/100·B+Long+1
m
meme10/22meme
Hey everyone! TerraVilla is getting into the Halloween spirit—have you seen it yet? Tobias has already been up to no good—he jumped into the fountain of blood; just look at that grumpy face of his! Hahah
A new quest should be starting soon, and I’ll be sharing a step-by-step guide on how to complete it right here!
#pixelsnft #pixelscreator @pixels_online
____________________________________________________
Fala galera! TerraVilla está em clima de Halloween, vocês já viram? O Tobias já aprontou, pulou na fonte de s4ngue e olha a cara feia dele? hahah
Em breve deve iniciar uma nova quest e vou trazer aqui para vocês o passo a passo de como fazer!
Retweeted by @pixels_online from @kamilalimpi