XYZ-BABA News & Signals

news6h agonews

Alibaba AI model secretly tried to reach Beijing server in test, rival Cohere says

72/100·B+Short

listing10h agolisting

Binance: 币安哈萨克斯坦：截至 2026 年 10 月 26 日可用代币列表 X/USD - - - - - - - - -Notice Details- - - - - - - - - - - This is a general announcement. Products and services referred to here may not be available in your region. Fellow Binancians, We inform you of the current list of digital assets available for trading on Binance Kazakhstan as of 2026-10-26. Spot (495): 0G, CAT, CHEEMS, SATS, 1INCH, 1MBABYDOGE, 2Z, A, AAOIB, AAPLB, AAVE, ACE, ACH, ACM, ACT, ADA, ADBEB, ADX, AERO, AEVO, AGLD, AGPUB, AI, AIGENSYN, AIXBT, ALABB, ALGO, ALICE, ALLO, ALPINE, ALT, AMATB, AMCB, AMDB, AMP, AMZNB, ANIME, ANKR, APE, API3, APT, AR, ARB, ARK, ARKM, ARMB, ARPA, ASMLB, ASR, ASTER, ASTR, ASTSB, AT, ATM, ATOM, AUCTION, AUDIO, AVA, AVAX, AVGOB, AVNT, AWE, AXL, AXS, AXTIB, BABAB, BABY, BANANA, BANANAS31, BAND, BANK, BAR, BARD, BAT, BB, BBB, BCH, BEB, BEL, BERA, BICO, BIGTIME, BIO, BLUR, BMNRB, BMT, BNB, BNSOL, BNT, BOME, BONK, BREV, BROCCOLI714, BTC, BTTC, C, C98, CAKE, CATI, CBRSB, CELO, CELR, CETUS, CFG, CFX, CGPT, CHIP, CHR, CHZ, CITY, CKB, COHRB, COINB, COMP, COOKIE, COTI, COW, CRCLB, CRDOB, CRMB, CRV, CRWDB, CRWVB, CTK, CTSI, CVC, CVX, CYBER, CYPHB, DELLB, DEXE, DGB, DIA, DJTB, DODO, DOGE, DOGS, DOLO, DOT, DRAMB, DYDX, DYM, EDEN, EDU, EGLD, EIGEN, ENA, ENJ, ENS, ENSO, ERA, ESP, ETC, ETH, ETHFI, EUL, EURI, EWYB, F, FDUSD, FET, FF, FIDA, FIL, FLNCB, 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POLYX, PORTAL, PORTO, POWR, PROM, PROVE, PSG, PUMP, PUNDIX, PYPLB, PYTH, QCOMB, QI, QKC, QNT, QNTB, QQQB, QTUM, RAD, RARE, RAY, RDDTB, RE, RED, RENDER, REQ, RESOLV, REZ, RIF, RKLBB, RLUSD, ROBO, RONIN, RPL, RSR, RUNE, RVN, RWUSD, S, SAGA, SAHARA, SAND, SANTOS, SAPIEN, SC, SCR, SECZB, SEI, SENT, SFP, SHAZB, SHELL, SHIB, SIGN, SKHYB, SKL, SKY, SLP, SMCIB, SMHB, SNDKB, SNX, SNXXB, SOL, SOLV, SOMI, SOPH, SOXLB, SOXSB, SPCXB, SPELL, SPK, SPYB, SQQQB, SSV, STEEM, STO, STRAX, STRK, STX, STXB, SUI, SUN, SUPER, SUSHI, SXT, SYN, SYRUP, T, TAO, TFUEL, THE, THETA, TIA, TKO, TLM, TNSR, TOWNS, TQQQB, TRB, TREE, TRUMP, TRX, TSLAB, TSMB, TST, TURBO, TURTLE, TUT, TWT, U, UMA, UNI, USARB, USD1, USDC, USDE, USDEB, USDS, USDT, USTC, USUAL, UVXYB, VANA, VELODROME, VET, VIRTUAL, VTHO, W, WAL, WAXP, WBETH, WBTC, WCT, WDCB, WENB, WIF, WIN, WLD, WLFI, WOO, XAI, XAUT, XEC, XLM, XNO, XPL, XRP, XTZ, XUSD, XVS, YB, YFI, YGG, ZBT, ZIL, ZK, ZKC, ZKP, ZMB, ZRO, ZRX, 币安人生, 牛来 USDⓈ-M and COIN-M Futures (729 underlying assets, including TradFi contracts on equities, ETFs, commodities and indices): 0G, 1INCH, 1MBABYDOGE, 2Z, 4, A, AAOI, AAPL, AAVE, ACE, ACH, ACN, ACT, ACU, ADA, ADBE, AERO, AEVO, AGLD, AGPU, AGT, AIA, AIGENSYN, AIN, AIO, AIOT, AIXBT, AKAM, AKE, AKT, ALAB, ALCH, ALGO, ALICE, ALL, ALLO, ALPINE, ALT, AMAT, AMC, AMD, AMZN, ANET, ANIME, ANKR, ANTHROPIC, APE, API3, APLD, APP, APR, APT, AR, ARB, ARC, ARIA, ARK, ARKM, ARM, ARPA, ARX, ASML, ASR, ASTER, ASTR, ASTS, AT, ATH, ATOM, AUCTION, AVA, AVAAI, AVAX, AVGO, AVNT, AWE, AXL, AXS, AXTI, AZTEC, B, B2, BABA, BABY, BAN, BANANA, BANANAS31, BAND, BANK, BARD, BAS, BASED, BAT, BB, BBX, BCH, BE, BEAT, BEL, BERA, BICO, BIGTIME, BILL, BIO, BIRB, BITO, BLESS, BLUAI, BLUR, BMNR, BMT, BNB, BNC, BNT, BOME, BONK, BOT, BR, BRETT, BREV, BRKB, BROCCOLI714, BROCCOLIF3B, BSB, BSP, BSV, BTC, BTCDOM, BTR, BTW, BULLA, BWET, BX, BYD, BZ, C, C98, CAKE, CAP, CARV, CAT, CATI, CBRS, CC, CELO, CELR, CETUS, CFG, CFX, CGPT, CHEEMS, CHILLGUY, CHIP, CHR, CHZ, CIEN, CKB, CL, CLANKER, CLO, COAI, COHR, COIN, COLLECT, COMP, COOKIE, COPPER, COST, COTI, COW, CRCL, CRDO, CRM, CRML, CROSS, CRV, CRWD, CRWV, CSCO, CSOPSAMSUNG2L, CSOPSKHYNIX2L, CT, CTK, CTR, CTSI, CVC, CVNA, CVX, CXMT, CYBER, CYPH, CYS, DATAIP, DDOG, DEEP, DELL, DEXE, DIA, DIS, DJT, DKNG, DODOX, DOGE, DOGS, DOLO, DOOD, DOS, DOT, DRAM, DRIFT, DYDX, DYM, EBAY, EDEN, EDGE, EDU, EGLD, EIGEN, ELSA, ENA, ENJ, ENS, ENSO, ERA, ESP, ESPORTS, ETC, ETH, ETHFI, ETHW, EUL, EVAA, EWJ, EWT, EWY, EWZ, F, FARTCOIN, FET, FF, FHE, FIDA, FIGHT, FIL, FLEX, FLNC, FLOCK, FLOKI, FLOW, FLUID, FLUX, FOGO, FOLKS, FORM, FRAX, FWDI, G, GALA, GAS, GDX, GENIUS, GEV, GIGADEV, GIGGLE, GLM, GLW, GME, GMT, GMX, GOAT, GOOGL, GPRO, GPS, GRAM, GRASS, GRIFFAIN, GRT, GRVT, GS, GTC, GTLB, GUA, GUN, GWEI, H, HAEDAL, HANA, HANMI, HBAR, HD, HEI, HEMI, HIMS, HIVE, HK0625, HK0700, HK0992, HK1810, HMSTR, HOLO, HOME, HOOD, HOT, HPE, HUMA, HUT, HYPE, HYPER, HYUNDAI, IBM, ICNT, ICP, ID, IDOL, ILV, IMX, IN, INIT, INJ, INTC, INTW, INX, IO, IONQ, IOST, IOTA, IOTX, IREN, IRYS, IWM, JASMY, JCT, JELLYJELLY, JOE, JPM, JST, JTO, JUP, KAIA, KAITO, KAS, KAT, KAVA, KERNEL, KGEN, KITE, KLAC, KMNO, KNC, KO, KODEX200, KOMA, KORU, KSM, KSTR, KUAISHOU, LA, LAB, LAYER, LDO, LGELECTRONICS, LIGHT, LINEA, LINK, LISTA, LIT, LITE, LLY, LPT, LQTY, LRCX, LSK, LTC, LUMIA, LUNA2, LUNC, LYN, LYTE, M, MAGIC, MAGMA, MANA, MANTA, MANTRA, MARA, MARSCOIN, MASK, MAV, MAVIA, MCD, MDB, ME, MEGA, MEITUAN, MELANIA, MEME, MERL, MET, META, METIS, MEW, MINA, MINIMAX, MIRA, MMT, MOCA, MOG, MON, MOODENG, MOONSHOT, MORPHO, MOVE, MOVR, MP, MRK, MRNA, MRVL, MSFT, MSTR, MSTU, MTL, MU, MUBARAK, MUU, MVLL, MYX, NAORIS, NATGAS, NAVER, NBIS, NEAR, NEIRO, NEO, NET, NEWT, NFLX, NIGHT, NIL, NKE, NMR, NOK, NOM, NOT, NOW, NVDA, NVDL, NVO, NXPC, O, OG, OGN, OKLO, ON, ONDO, ONDS, ONE, ONG, ONT, OP, OPEN, OPENAI, OPG, OPN, ORCA, ORCL, ORDER, ORDI, OURA, PANW, PARTI, PATH, PAXG, PAYP, PDD, PENDLE, PENG, PENGU, PEOPLE, PEPE, PHAROS, PIEVERSE, PIPPIN, PIXEL, PLAY, PLTR, PLUME, PNUT, POL, POLYX, PONS, POPCAT, POPMART, PORTAL, POWER, POWR, PRL, PROM, PROVE, PUMP, PUNDIX, PYPL, PYTH, Q, QCOM, QNT, QNTX, QQQ, QTUM, RAM, RARE, RATS, RAVE, RAYSOL, RDDT, RDW, RE, RECALL, RED, RENDER, RESOLV, REZ, RIF, RIVER, RIVN, RKLB, ROBO, RONIN, RPL, RSR, RUM, RUNE, RVN, S, SAFE, SAGA, SAHARA, SAMSUNG, SAMSUNGEM, SAND, SANTOS, SAPIEN, SATS, SCR, SECZ, SEI, SENT, SFP, SHAZ, SHELL, SHIB, SHOP, SIGN, SIREN, SKDD, SKHY, SKHYNIX, SKL, SKR, SKUU, SKY, SKYAI, SLP, SLX, SMCI, SMH, SNDK, SNOW, SNPS, SNX, SNXX, SOFI, SOL, SOLV, SOMI, SONIC, SONY, SOON, SOPH, SOXL, SOXS, SPACE, SPCX, SPELL, SPK, SPORTFUN, SPX, SPY, SQD, SQQQ, SSV, STABLE, STAR, STBL, STEEM, STO, STRC, STRK, STX, STXX, SUI, SUN, SUPER, SUSHI, SWARMS, SXT, SYN, SYRUP, T, TA, TAC, TAG, TAIKO, TAKE, TAO, TBT, TEAM, TEM, TENCENT, TER, THE, THETA, TIA, TLM, TMF, TNSR, TOSHI, TOWNS, TQQQ, TRADOOR, TRB, TREE, TRIA, TRUMP, TRUST, TRUTH, TRX, TSLA, TSLL, TSM, TST, TTWO, TURBO, TURTLE, TUT, TWST, TWT, TXN, TZA, UAI, UB, UBER, UMA, UNH, UNI, UNITREE, URNM, US, USAR, USDBRL, USDC, USDEX, USELESS, USTC, USUAL, UVXY, V, VANA, VELODROME, VELVET, VET, VIRTUAL, VKTX, VRT, VST, VTHO, VVV, W, WAL, WAXP, WCT, WDC, WEN, WET, WIF, WLD, WLFI, WMT, WOO, XAG, XAI, XAN, XAU, XAUT, XBI, XEC, XLE, XLM, XNY, XOM, XPD, XPIN, XPL, XPT, XRP, XTZ, XVS, YB, YFI, YGG, ZBT, ZCSH, ZEREBRO, ZEST, ZETA, ZHIPU, ZHONGJI, ZIL, ZK, ZKC, ZKP, ZM, ZORA, ZRO, ZRX, 哈基米, 币安人生, 我踏马来了, 牛来, 龙虾 Notes: This list is subject to change. Binance Kazakhstan announces new listings and delistings separately. Please refer to Binance Announcements page for the latest updates.Trading availability depends on the user's country or region and requires account verification.Spot and Futures lists are independent: a token available on Futures may not be available on Spot, and vice versa. Reminder: Users must exercise sufficient risk management and DYOR (do your own research) to fully understand the digital asset before opting to trade. Note: There may be discrepancies between this original content in English and any translated versions. Please refer to the original English version for the most accurate information, in case any discrepancies arise. Thank you for your support! Binance Kazakhstan Team 2026-10-26 Trade on-the-go with Binance’s crypto trading app (iOS/Android) Find us on Telegram NewsTelegram ChatWhatsApp ChannelInstagram Binance reserves the right in its sole discretion to amend or cancel this announcement at any time and for any reasons without prior notice. Binance Kazakhstan Kazakhstan is authorised by the financial regulator of the AIFC, Astana Financial Services Authority (“AFSA”), to conduct the activities of Operating Digital Asset Trading Facility, Providing Custody and Dealing in Investments as Principal.Status of the licence and its validity may be verified at the AFSA website (www.afsa.kz). Risk warning: Digital Asset prices can be volatile. The value of your investment may go down or up and you may not get back the amount invested. You are solely responsible for your investment decisions and Binance Kazakhstan Kazakhstan is not liable for any losses you may incur. 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+896

meme10/25meme

More reference control. Fewer denoising steps. More places to run H3. The latest community contributions span 8-step reference-conditioned video + audio, 4-step distillation, sparse attention, and reference-token compression - alongside serving and workflow integrations across GPU servers, TPUs, and Apple Silicon. What matters is what this enables: more affordable experimentation, finer creative control, and more choices about where and how video generation runs. Open models become more useful when the community can improve the methods, adapt the runtime, and build workflows around them. Credit to @haoailab @yisun0618 @lanfeng491270 @guocheng_qian @Alissonerdx @ddalcu @tazmannner @HaochengXiUCB @huggingface @Jhuaplin, and the PTD, DMAD, SparkH3, TorchTPU and FlashML teams - including Zhengming Yu and zechengtang on GitHub. 11 additions to the H3 ecosystem index. Thank you to everyone building, testing, and sharing. https://github.com/MiniMax-AI/awesome-minimax-h3-integration Quoted @MiniMax_AI: Open weights. Shared progress. MiniMax H3 is moving fast. We built H3 for video generation with native stereo audio and multimodal reference control. The open-source community is making that capability faster, more accessible, and easier to build on. Recent highlights: • FastH3 — FastVideo, Nuva Lab and NVIDIA: 4-step distillation, now running on DGX Spark and Apple Silicon. • Sol-H3 — NVIDIA’s SANA team: 15 seconds of 768p video + audio in 6.6 seconds on 8×B300, in the team’s warm-inference benchmark.* • VDN — Haocheng Xi and the OpenVDN team: rethinking attention for faster H3 inference, with weights, training and inference code released. • PDD — NVIDIA’s distillation method, brought to H3 by Alibaba PAI as 8-step Acc-LoRAs, now supported in ComfyUI. • LightX2V — 4- and 8-step Turbo LoRAs, with workflows for text, image and reference-conditioned video + audio. Behind every release are people training, optimizing, quantizing, testing and sharing. Special thanks to: @haoailab @nuvalab @NVIDIAAI @xieenze_jr @HaochengXiUCB @ArashVahdat @julberner @LightX2V @ComfyUI And to the individual contributors pushing the work forward: @haozhangml @cxlcl1 @lawrence_cjs @yitongli165665 @haopengl33 @songhan_mit @shanasaimoe Thank you for building with H3 and helping make it faster, more accessible, and more useful for the community. Powerful models go further when we build together. Keep pushing H3. Excited to see what comes next. 🚀 Explore the ecosystem: https://github.com/MiniMax-AI/awesome-minimax-h3-integration(Historical earnings: For fiscal 2026Q1 (period ended 2026-03-28), Intel reported basic and diluted EPS of -0.73 and net income of USD -3.728 billion, compared with basic and diluted EPS of -0.19 and net income of USD -0.821 billion in the prior-year 2026Q1 period (ended 2025-03-29). For full-year 2025 (ended 2025-12-27), basic and diluted EPS were -0.06 and net income was USD -0.267 billion, versus basic and diluted EPS of -4.38 and net income of USD -18.756 billion in full-year 2024. Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS is 0.3945 and consensus revenue is USD 16.447 billion.)

20/100·CNeutral+14

news10/24news

【金十数据整理：每日科技要闻速递（10月24日）】
人工智能：
1. 亚马逊CEO：公司云服务容量已售罄至2027年。
2. 英国将斥资6亿英镑布局AI安全，防范新兴生物威胁。
3. 月之暗面发布Kimi K3.1 Pro及K3.1 Pro Highspeed。
4. OpenAI宣布最先进AI模型训练期间禁止直接访问互联网。
5. 字节火山引擎发布Seedance 2.5 4K模型，面向影视级画面生成。
6. OpenAI联合研究机构部署数千个AI智能体：32分钟分析数百万个小鼠脑细胞，相当于人类数月时间。
集成电路（芯片）：
1. 长鑫科技：对全球和中国DRAM产业中长期前景保持坚定信心。
2. 消息称三星电子为美国泰勒首座晶圆厂追加设备采购，目标2027H2达产。
3. 日本半导体设备协会（SEAJ）：日本9月芯片制造设备订单额同比增长48.2%。
4. 国家信息化“十五五”规划：精做细芯片成熟制程，提高先进制程制造能力。研制高性能人工智能芯片和高可用基础软件栈。
其他：
1. 苹果总市值再次超越英伟达。
2. 机构：第三季度全球PC出货量同比下降21%。
3. 美国养老金巨头减少对大型美国科技公司的投资。
4. 美媒：SpaceX与特斯拉的合并或面临反垄断审查。
5. 美航天局加快推进月球基地建设，计划2028年实现载人登月。
6. 我国成功发射遥感五十三号07-09星、遥感五十六号19-21星。
7. 消息称三星电子计划借印度手机制造补贴政策扩大出口，考虑追加投资。
8. 我国成功发射遥感五十号03星，主要用于国土普查、农作物估产和防灾减灾等。
9. 美媒：乌克兰寻求摆脱对星链依赖，与诺基亚、卫星制造商ICEYE签署合作意向书。
10. 阿里Qoder官宣支持Linux ARM64与龙芯平台，适配统信UOS、银河麒麟操作系统。
11. 国务院办公厅印发《关于适应人工智能技术发展助力构建就业友好型发展方式的意见》。
12. 消息称苹果正在推进大折叠iPad平板，整体设计有望参考华为MateBook Fold非凡大师。

72/100·B+Long+17

news10/22news

港股收盘，恒指收跌3.03%，科指收跌5.03%；科网股、半导体产业链、生物技术板块下挫，联想集团(00992.HK)跌近11%，华虹宏力(01347.HK)跌9.5%，药明生物(02269.HK)跌8.4%，阿里巴巴(09988.HK)跌超6%。

72/100·B+Short+2

Coin Blogs10/21news

Theta Labs Announces Collaboration with Alibaba Cloud to Expand Access to Qwen3 and AI Services

55/100·BLong

news10/20news

【13F·HIGH】清仓半导体看跌，转押长债看涨 Great Hill Capital LLC（2026-09-30）：Great Hill Capital 本季总持仓市值从 $4.29B 骤降至 $1.56B，主因将 VanEck 半导体 ETF 看跌期权头寸从 $2.54B 大幅削减至 $61.8M，近乎清仓。与此同时，iShares 20+年国债 ETF 看涨期权从 $23.0M 暴增至 $84.1M，显示其对长期利率下行的押注。PayPal、阿里巴巴、VF Corp 等看涨期权获加仓但受股价下跌拖累市值缩水，整体呈现解除空头对冲、积极布局长债与消费科技复苏的组合转向。 · VanEck 半导体 ETF 看跌期权从 $2.54B 锐减至 $61.8M（-97.6%），是总规模缩水主因 · iShares 20+年国债 ETF 看涨期权大幅加仓 $61.1M，持仓跳升至 $84.1M · PayPal 看涨期权持股量微增至 13,574,800 股，但因股价下跌市值降至 $713.1M · 阿里巴巴看涨期权加仓 44.0 万股至 141.7 万股，市值降至 $152.4M · V.F. Corp 看涨期权增仓 140.6 万股，持仓市值升至 $74.6M（+27.5%） · 辉瑞看涨期权加仓至 117.7 万股，持仓市值增至 $33.6M

35/100·CShort+2

meme10/20meme

ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia's new RTX PRO 5500 graphics cards, valued at over $35 billion, two sources said, in a rush for a less powerful but export-compliant chip amid US restrictions on trade with China https://reut.rs/47xgPdR

82/100·ALong+6

news10/20news

【13F·HIGH】Carrhae Capital削减看跌期权，转向新兴市场与大宗商品 Carrhae Capital LLP（2026-09-30）：Carrhae Capital三季度持仓总值$3.10B，环比下降14.4%，组合出现大幅主动调整。基金大举减少对QQQ和新兴市场ETF的看跌期权，同时新增白银、韩国ETF看涨期权；大幅加仓阿里巴巴、Itau Unibanco及Eldorado Gold，并清仓ASML、Grupo Financiero Galicia等多只股票。该动作显示从防御性对冲转向押注新兴市场、大宗商品及能源的看涨方向。 · 大幅减持iShares MSCI新兴市场ETF看跌期权，持仓从$549.2M降至$162.1M，减少$387.1M · 大幅减持Invesco QQQ看跌期权，持仓从$1.06B降至$724.0M，减少$339.3M · 新建iShares白银信托看涨期权，价值$119.4M · 大幅加仓阿里巴巴，持仓从$48.0M增至$170.7M，增持$122.7M · 清仓ASML、Grupo Financiero Galicia、美国石油基金看跌期权及AngloGold Ashanti，合计出清逾$250M规模 · 新建BP、壳牌及日月光半导体，合计买入约$178.4M

72/100·B+Long+10

meme10/20meme

Top Overnight News Nasdaq futures fell as shares of South Korean data-center infrastructure company Elice plunged over 30% in their trading debut. BBG ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia's new RTX PRO 5500 graphics cards with a collective sticker price of over $35 billion, two people familiar with the matter said, in a rush for a less powerful but export-compliant chip amid US restrictions on trade with China. RTRS Investors are racing to buy credit default swaps to protect their portfolios in the event the AI boom unravels, sending trading volumes surging for an instrument that shot to prominence during the global financial crisis. FT AMZN (Amazon) is buying billions in GPUs and putting them in inventory as it waits for the necessary data center capacity to come online and power them up. Business Insider OpenAI is seeking to raise about $30 billion, including from SoftBank and MGX, ahead of Anthropic's expected mid-November IPO, in a round that could value it above $1.4 trillion. RTRS Netflix plans to cut about 6% of its workforce, or roughly 1,000 roles, its largest round of cuts since 2022, ahead of results after the close. RTRS The French-German 10-year yield spread widened to 156 bps even after protests in France subsided following tighter security measures. Treasuries advanced and Brent climbed to a five-month high. BBG The UK will fly defensive missions to protect Saudi Arabia from Houthi attacks, officials familiar with the matter said. Iran’s IRGC said two oil tankers struck naval mines along the southern route of the Strait of Hormuz, according to Tasnim. BBG Ryanair Holdings Plc Chief Executive Officer Michael O’Leary predicted a record increase in European air fares next year due to the Middle East war driving up oil prices. BBG Japan is months from running out of supplies of yttrium, a critical metal, and has asked the US to push China to ease rare earth export controls that threaten severe disruption to the global automotive, defense and chip industries. FT President Trump said on Monday the US Department of Agriculture will launch what he called a new "harvest fuel relief program" that will provide farmers with $8 billion in support to offset diesel costs during the harvest season. RTRS The BoJ is reportedly likely to keep rates unchanged in October, but could signal that a rate hike could come in December: Reuters US President Trump posted that American incomes have reached record highs, employment and exports are at all-time highs, and the US is now the "hottest" country in the world. Newsquawk UK Chancellor Healey has reportedly ruled out raising capital gains tax in the October 28th Budget amid concerns over growth and investment: The Times The Trump administration has delayed approving transfers of Patriot interceptor missiles to Ukraine from partner countries: Washington Post US L/S net leverage fell 3.2pts last week, the largest weekly drop since Liberation Day, with Info Tech seeing the largest net selling and de-grossing on record. GS Prime JPM Positioning Intel: hedge funds are -2.1% MTD globally, but AI Core Revenue positioning is still at the 94th percentile; the setup resembles 3Q23 and a 4Q rally is seen as more likely than not. JPM Goldman raised its copper forecasts to $14,700/t for end-2026 and $15,400/t for the 2027 average.(Historical earnings: For 2026Q2 (period ended 2026-06-30), Cloudflare reported basic and diluted EPS of -0.55, a net loss of USD 0.193 billion, and revenue of USD 1.336 billion. Consensus expectations: For the next upcoming period 2026Q2 (event date 2026-08-06), consensus EPS estimate is 0.2724 and revenue estimate is USD 0.672 billion.)

78/100·ALong+31

news10/20news

EXCLUSIVE-ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders

85/100·ALong+2

news10/20news

Exclusive-Bytedance, Alibaba, Tencent Have Ordered More Than 3 Million Nvidia Rtx Pro 5500 Graphics Cards, Sources Say

78/100·ALong+4

news10/20news

1. 中汽协：1-9月汽车销量排名前十企业共销售1965.7万辆。
2. 梅赛德斯-奔驰与英伟达深化战略合作，共同推动下一代辅助驾驶系统开发。
3. 消息称特斯拉在韩国市场打破传统议价模式，开始直接接触三四级供应商以控制成本。
4. 保时捷确认新一代旗舰超跑不推纯电版，因为“没有市场需求”。
5. 小米汽车增程器专利获授权，可减少纵置或横置时的占用空间。
6. 阿里巴巴达摩院发布车规增强处理器玄铁E908A。
7. 智界拟获独立生产资质，产线不变，奇瑞内部人士：未来是否单独上市尚未确定。
8. Waymo拟借助50亿美元融资将车队规模扩大至原来的五倍。
9. 引望与宁德时代、时代电服达成战略合作。
10. 宁德时代、奇瑞汽车合资新能源公司，注册资本10亿。
11. 奇瑞汽车：V2G功能拟2027年上车，2029年实现全球布局2万座充电站。
12. 美国造车新势力Rivian推出点到点辅助驾驶，年底开放测试。
13. 吉利汽车与曹操出行等联合打造，中国首款原生开发Robotaxi首台工程样车下线。
14. 大众汽车在华首个完全本土开发新能源汽车平台CMP正式量产。
15. 停止加薪，消息称大众汽车计划冻结全球大部分员工薪资至2030年。

72/100·B+Long+12

meme10/20meme

Alibaba’s RISC-V Technology Powers More Than 6 Billion Shipped Chips as AI Push Expands: SCMP

55/100·BLong

news10/19news

【13F·MEDIUM】清仓黄金与阿里，新建仓SpaceX $41M Yarbrough Capital, LLC（2026-09-30）：Yarbrough Capital 在2026年第三季度新建SpaceX仓位$41.0M，并清仓SPDR Gold Trust、Mastercard、阿里巴巴等11只标的。同时大举增持CrowdStrike和QQQ，减持苹果（仍为最大持仓）、波音与Uber。组合总市值从$3.34B增至$3.58B，集中度变化不大。 · 新建仓SpaceX CLASS A COM价值$41.0M，进入前十大变动之首。 · 清仓SPDR Gold Trust ($8.4M)、Mastercard ($7.0M)、阿里巴巴 ($5.9M)、Pinterest ($5.7M)等，共退出11个头寸。 · CrowdStrike持股金额从$13.3M大幅增至$18.4M，增持$5.1M。 · Invesco QQQ小幅增持$5.2M，仓位升至$111.6M。 · 波音减仓$7.5M，Uber减仓$5.0M，反映对个别公司的降配。 · 新建仓SK海力士 ($5.9M)、Roundhill MEMORY ETF ($5.6M)、SoFi ($4.3M)。

72/100·B+Long+13