{"data":[{"id":"20260807181707482405","title":"业绩全线爆表，股价却集体暴跌","summary":"半导体存储行业迎来历史性高景气，毛利率超80%、客户预付巨额无息押金、HDD因AI温推理需求逆袭，但业绩爆表后股价集体暴跌，主因市场预期已达极致、指引稍显保守即触发获利了结，叠加资本开支失控、量价脱钩及消费端需求受损等隐忧，反映AI驱动下存储周期逻辑重构而非消失。","url":"https://news.marsbit.co/20260807181707482405.html","publishedAt":"2026-08-07T10:17:07Z","source":"Marsbit"},{"id":"20260807181509405429","title":"矿企扎堆冲AI，华尔街却给估值“降温”，财报季揭露谁在“裸泳”？","summary":"比特币矿企集体转向AI/HPC基础设施建设，但市场估值热情降温，投资者更关注实际收入贡献、项目交付能力与现金流兑现。财报季显示，部分企业如Core Scientific和TeraWulf已实现AI业务主导营收，而MARA、CleanSpark等仍处建设阶段，尚未产生收入；转型成败正从叙事转向硬指标验证。","url":"https://news.marsbit.co/20260807181509405429.html","publishedAt":"2026-08-07T10:15:09Z","source":"Marsbit"},{"id":"20260807180107725132","title":"与 BlockBeats 一起构建下代金融信息终端","summary":"BlockBeats 是一家专注科技财经领域的媒体平台，致力于构建下一代个人金融信息终端，整合全球金融市场数据、实时新闻、专业研究与AI分析能力，提升用户对趋势和机会的理解效率。公司开放多个岗位招聘，覆盖新闻编辑、研究员、运营、商务、产品开发及预测市场分析等方向，强调对科技与金融的双重敏感度及跨领域协作能力。","url":"https://news.marsbit.co/20260807180107725132.html","publishedAt":"2026-08-07T10:01:08Z","source":"Marsbit"},{"id":"20260807170108499085","title":"过去 10 年，你为什么没能变得更富？","summary":"文章剖析过去十年普通人财富增长滞后于名义收入的根源，指出全球主要央行将2%通胀设为政策目标，导致法币购买力持续缓慢贬值；强调这种‘无担保的贬值合同’使单纯持有现金或银行理财难以保值，而转向黄金、股票等硬资产才是应对通胀侵蚀的有效路径。","url":"https://news.marsbit.co/20260807170108499085.html","publishedAt":"2026-08-07T09:01:08Z","source":"Marsbit"},{"id":"20260807155110816023","title":"摩根士丹利依然看好海力士和三星，Q4存储行情将变化","summary":"摩根士丹利维持对SK海力士和三星电子的增持评级，认为AI驱动的云资本开支大幅上调（2027年预测升至29%）将延长内存盈利周期，尽管DRAM与NAND价格涨幅已明显收窄，预计行业将于2026年四季度进入周期后段；长期供货协议提升订单可见度但无法消除周期波动，高目标价反映对AI需求持续性及LTA抗风险能力的押注。","url":"https://news.marsbit.co/20260807155110816023.html","publishedAt":"2026-08-07T07:51:11Z","source":"Marsbit"},{"id":"20260807152807793821","title":"RWA周刊：央行强调完善数字人民币跨境基础设施；Cloudflare推出面向AI代理的稳定币钱包","summary":"本期RWA周刊聚焦现实世界资产代币化（RWA）加速落地：央行强调完善数字人民币跨境基础设施，贝莱德、富国银行等传统金融巨头推出代币化货币基金与存款服务，Tether、Visa、万事达、Cloudflare及日本罗森等推动稳定币在房地产、跨境支付、AI代理微支付和实体零售场景的应用，监管层面多国细化代币化资产规则。","url":"https://news.marsbit.co/20260807152807793821.html","publishedAt":"2026-08-07T07:28:08Z","source":"Marsbit"},{"id":"20260807152209860106","title":"a16z Crypto：Marc Andreessen 与 Chris Dixon 解读《CLARITY 法案》为何刻不容缓","summary":"《CLARITY 法案》旨在为美国加密市场建立清晰、持久的联邦监管框架，明确SEC与CFTC职责分工，将交易平台等中介机构纳入类传统金融监管体系，强化消费者保护、反欺诈、客户资产保管及反洗钱要求，并通过基于风险的证券/商品属性认定机制，支持区块链技术在美国合规发展，防止监管模糊导致逐底竞争和产业外流。","url":"https://news.marsbit.co/20260807152209860106.html","publishedAt":"2026-08-07T07:22:10Z","source":"Marsbit"},{"id":"20260807151111231434","title":"花旗解读：财报后股价大跌，花旗为何仍上看闪迪至2500美元？","summary":"花旗维持闪迪“买入”评级并给出2500美元目标价，核心依据是其与云厂商签订的长期合同覆盖未来两年大部分NAND出货量，带来约940亿美元最低收入承诺及高毛利保障；尽管财报强劲但股价下跌，反映市场担忧AI驱动的NAND价格涨幅放缓及高利润可持续性；花旗认为长期合同叠加数据中心AI推理需求增长，可支撑更高估值。","url":"https://news.marsbit.co/20260807151111231434.html","publishedAt":"2026-08-07T07:11:11Z","source":"Marsbit"},{"id":"20260807150836989360","title":"暗池当道，巨鲸隐身：公开市场信号，还有几分可信？","summary":"加密市场暗池交易规模快速上升，机构资金大量转向场外柜台和聚合平台执行大额订单，导致公开交易所订单簿失真、价格信号弱化；散户难以追踪巨鲸动向，市场透明度下降，交易逻辑正向股票市场模式演进。","url":"https://news.marsbit.co/20260807150836989360.html","publishedAt":"2026-08-07T07:08:37Z","source":"Marsbit"},{"id":"20260807144709121904","title":"AI存储芯片现在究竟是见顶了？还是见底该抄底了？","summary":"存储芯片板块当前面临预期见顶但基本面尚未确认见顶的矛盾局面：闪迪、西部数据等公司财报业绩亮眼，但指引不及预期引发股价下跌；市场交易逻辑已从盈利增长转向利润增速斜率变化，毛利率高位徘徊预示上行空间受限，抄底时机需等待估值与基本面双重回落信号落地。","url":"https://news.marsbit.co/20260807144709121904.html","publishedAt":"2026-08-07T06:47:09Z","source":"Marsbit"}]}