每日信息简报｜2026 年 08 月 15 日

DAILY BRIEFING · 2026.08.15

把技术与商业叙事拉回证据、成本与边界

今天从 AI 基建、网络安全到资本市场与公共议题，关注的不是单个标题，而是主张的证据、适用范围与后续影响。

今日要点

Google will now allow users to remove visible watermark from its AI generations

报道摘要：Turning off this setting won’t affect invisible benchmarks used to identify an AI generated file.。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：TechCrunch AI，发布于 2026-08-14。

Does Mark Zuckerberg really believe AI is ‘for everyone’?

报道摘要：Meta released Glimmer this week, an open-weight AI model anyone can download and run on their own hardware — a contrast to Muse Spark, the company’s more powerful model that stays locked behind its own APIs. The release landed alongside a letter from Mark Zuck。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：TechCrunch AI，发布于 2026-08-14。

Kog is going deeper to squeeze more inference out of GPUs

报道摘要：The idea that GPUs are poorly suited for agentic workflows may be a misconception, according to French startup Kog.。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：TechCrunch AI，发布于 2026-08-14。

AI 与科技

Mark Zuckerberg has an Instagzam

报道摘要：Instagram’s wordmark is iconic. Well, was iconic. Apparently Instagram thought it looked old, so the company rolled out a new one this week. It doesn’t look like the old Instagram wordmark. It doesn’t even look like it spells Instagram anymore. And we cannot f。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：The Verge AI，发布于 2026-08-14。

You can now turn off Google Gemini’s visible watermarks

报道摘要：Google will now allow you to remove visible watermarks from the images, videos, and music made with AI tools. With the update, you can toggle off a new "Media watermark" setting in Gemini and Google’s AI video generator, Flow. When toggled off, Google will rem。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：The Verge AI，发布于 2026-08-14。

Suno is trying to look more like a real music production tool

报道摘要：Suno is releasing Studio 2.0 with significant upgrades that push it closer to an actual digital audio workstation (DAW), rather than a bare-bones audio editor with generative AI features. The biggest addition is undoubtedly MIDI support. Suno says that MIDI wa。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：The Verge AI，发布于 2026-08-14。

值得深读

An A.I. Bot is Judging Your Résumé

报道摘要：Raise your hand if you’ve been personally victimized by an A.I. job recruiter. Finding a job has become more difficult in part because many corporations are now using bots to evaluate résumés. The Opinion writer Jessica Grose explains why job hunting has becom。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：纽约时报 AI，发布于 2026-08-14。

Google Turns On Gemini A.I. for Students Using Its Classroom App

报道摘要：Google enabled A.I. features for K-12 schools that have allowed student access to Gemini. Until this week, Google automatically enabled Gemini in Classroom only for students 18 or older.。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：纽约时报 AI，发布于 2026-08-14。

Amazon and Alphabet’s Profits Reveal Circular Nature of A.I. Boom

报道摘要：Investment gains at Alphabet and Amazon reveal a new way in which technology companies’ fortunes are increasingly linked.。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：纽约时报 AI，发布于 2026-08-14。

Firefox is now the last major browser that still supports uBlock Origin

报道摘要：Article URL: Comments URL: Points: 340 # Comments: 117。 这条线索的价值在于把标题中的主张与其证据、适用范围和后续影响分开看。来源：Hacker News 精选，发布于 2026-08-14。

快速浏览

Hacker News 精选 · 2026-08-14Count Binface receives over a quarter of votes in Clacton by-election：Article URL: Comments URL: Points: 431 # Comments: 342↗ Hacker News 精选 · 2026-08-14Google is making private AI practical with homomorphic encryption：Article URL: Comments URL: Points: 266 # Comments: 161↗ BBC · 2026-08-14Dozens injured and thousands evacuated in Croatia wildfire：Officials say the blaze, near the port town of Omis, is one of the worst in Croatia's history.↗ BBC · 2026-08-14Mangione admits killing healthcare CEO and pleads guilty to federal charges："I shot Mr Thompson in Manhattan and he died," the 28-year-old said after pleading guilty to charges of stalking resulting in death.↗ BBC · 2026-08-14Trump asks Supreme Court to allow ballroom work to continue：Forcing the US president to go "hat-in-hand to Congress" for permission would be "dangerous", the administration says.↗ NPR News · 2026-08-14How Americans deceive ourselves about slavery：Clint Smith's How the Word Is Passed explores how slavery is — and isn't — taught. And Above Ground includes poems to his children about what their ancestors endured and escaped. He spoke with Fresh Air in 2021 and 2023.↗ NPR News · 2026-08-14As speed cameras spread to more states, so does the backlash from drivers：Millions of drivers across the country are encountering speed cameras for the first time, or will soon. Some don't like it, but advocates say there's clear evidence that cameras make roads safer.↗ NPR News · 2026-08-14Is there a summer COVID-19 surge this year? Yep, it's ramping up again：Just like all previous summers since the pandemic began, COVID-19 cases are ticking up again, even while other health threats make more headlines.↗

@LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 19:56:11 UTC · 原创原帖：Latest 3Q2026 real GDP estimate (a “nowcast,” not a forecast) from @AtlantaFed GDPNow model is +4.3% , down from August 6 prior read of +5.8%↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 19:50:57 UTC · 原创原帖：My latest #MarketSnapshot video is posted, on which I talk about the smooth duck (S&P 500 index) on the surface, but with lots of paddling (S&P 500 members) under the surface:↗ @Claudia_Sahm · 请求账号 @Claudia_Sahm · 2026-08-14 19:35:50 UTC · 原创原帖：Today’s reflection: an intellectual commitment to principles doesn’t mean you live them fully. Also, octagon rooms are lovely. #Monticello↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-14 19:05:32 UTC · 引用原帖：Anyone who interprets the current pattern of trade with China as "capitalism" pretty clearly doesn't understand China ... or macroeconomics↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-14 18:51:12 UTC · 原创原帖：No sign of visible progress in addressing European concerns about unbalanced trade with China in data so far -- will only be one new data between now and the end of September. June imports from China were up 1/↗ @AndrewYNg · 请求账号 @AndrewYNg · 2026-08-14 16:29:42 UTC · 原创原帖：New: A map of the most important skills in AI Engineering.↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-14 15:26:41 UTC · 原创原帖：China's official current account surplus continues to rise -- and now tops $800 billion (4% of GDP), or 3 to 3.5% of GDP more than the IMF's estimate of the current account surplus China should now be running -- 1/↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-14 15:14:12 UTC · 引用原帖：Nuts. Keith Bradsher reported a couple of years back that BYD was building its own fleet of car carriers -- but I guess they didn't build enough ... What 10m plus in Chinese passenger car exports a year (+ 3-4m in 2026 alone) means in "real" terms↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-14 15:11:23 UTC · 引用原帖：I mean, who is doing the swap-spreads and basis trade? Think the Fed had a big note on this. Not exactly a shock to the fixed income world. Direct purchases of US Treasuries from Asian investors (read the world's surplus countries) have dried up; others stepped up.↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-14 14:57:33 UTC · 原创原帖：The initial indicators of Chinese front-door and backdoor intervention are out -- the PBOC's balance sheet was flat in July after rising in May and June (Why? good question). But the pace of increase in the foreign assets of the state commercial banks picked up to ~$45b 1/↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 14:07:50 UTC · 原创原帖：.@UMich inflation August expectations: 1y +4.3% vs. +4.2% est. & +4.2% prior; 5-10y +3.3% vs. +3.3% est. & +3.3% prior↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 14:07:30 UTC · 原创原帖：August @UMich Consumer Sentiment retreated to 51.0 vs. 55.0 est. & 55.2 in prior month; current conditions down to 51.8 vs. 54.8 est. & 54.8 in prior month; expectations down to 50.6 vs. 55.2 est. & 55.4 in prior month↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:44:00 UTC · 原创原帖：Our latest #OnInvesting podcast episode has dropped, on which @CollinMartinCS and I chat about markets, earnings, yields, and more; and Collin sits down with the always-brilliant @RichardClarida to chat about @federalreserve policy and the economy’s curious balancing act↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:38:27 UTC · 原创原帖：July retail sales -0.6% m/m vs. +0.1% est. & +0.2% prior; sales ex-auto -0.3% vs. -0.2% prior … control group -0.4% vs. +0.4% prior↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:06:48 UTC · 原创原帖：Using @Google Search Trends, investor interest in “risk-on” terms has significantly outpaced “risk-off” terms @DataArbor↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:06:16 UTC · 原创原帖：Johnson Redbook retail sales growth has retreated from July peak but latest reading of +8.3% remains well above year-ago levels↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:05:38 UTC · 原创原帖：Wage quartile dispersion continues to narrow, with the top and bottom income quartiles now separated by just 10 basis points (+3.8% vs. +3.7%), according to latest @AtlantaFed Wage Growth Tracker↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:04:54 UTC · 原创原帖：Gap between homebuyers and sellers widened in July, as the number of buyers fell to a record low, according to @Redfin↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:04:04 UTC · 原创原帖：Small shifts in latest @AAIISentiment (for week ended 8/12/26) as bulls slid to 34.7% vs. 37.0% prior and bears dipped to 37.9% vs. 38.0% prior↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:03:33 UTC · 原创原帖：Sectors/indexes yesterday and MTD/YTD↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:03:16 UTC · 原创原帖：Baskets’ performance (March included due to it being the correction month)↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 12:01:10 UTC · 原创原帖：Sectors’ % of stocks trading at 4w and 52w highs↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 11:46:51 UTC · 原创原帖：Index drawdowns and % outperforming↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-14 11:46:26 UTC · 原创原帖：MA breadth charts↗ @aleabitoreddit · 请求账号 @aleabitoreddit · 2026-08-14 11:29:05 UTC · 引用原帖：The $SHKY, Samsung, $SNDK, $MU memory bottleneck never changed anon↗ @nft_hu · 请求账号 @nft_hu · 2026-08-14 09:35:20 UTC · 原创原帖：$NBIS 云合同的收费标准： 1-3年核心AI云合同：2000万-2500万美元/兆瓦 3-6个月的专用容量：4000万至5000万美元/兆瓦或以上↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 09:23:56 UTC · 原创原帖：I hit 200,000 followers. I joined X in September 2024, so it took me a little under two years to get here. Honestly, the past few days have been rough for me. Someone tried to dig up my personal information, managed to identify some of it, and spread it around. Lately, whenever I see new replies, I have not always had the courage to read them. I have been afraid of what kind of abuse might be waiting there. But I also looked through the replies to some of the posts mocking me for my age, and people’s perception of me was much kinder than I had expected. It made me feel proud that I may have contributed something worthwhile to this community and conducted myself reasonably well along the way. I have also received many encouraging messages in my DMs. I am deeply grateful for them. I would like to clear up a couple of misunderstandings. 1. Jukan bought 2x leveraged SK Hynix at the top in June? No. I have held a memory position since January, and the part about buying leveraged Hynix in June was a joke. I do not have the guts to run leverage, and my boss and I make jokes like that sometimes. I had no idea that making that kind of joke publicly would bring this much mockery down on me. 2. Is Jukan merely pretending to be an analyst while doing nothing more than quoting other analysts and news reports? If you have mostly seen my posts on X, I can understand why you might feel that way. But you can find more of my original research and analysis in Citrini’s institutional reports and on our Substack. Because I work for a firm, there are limits to how much of that work I can share publicly on X. I hope people can understand that. As for why I appeared to change my view on memory, I said at the time that my long-term thesis had not changed. Still, many people seem to have interpreted my comments as me turning bearish on memory altogether. That was not my intention, although I accept that I could have expressed myself more clearly. At that time, with HBM content getting nerfed, I thought that even though this was clearly a supply problem and not a demand problem, people would take it bearishly, so memory stocks could perform poorly from a trading perspective. That is why I wrote what I wrote. But it snowballed into something far bigger than I intended. If I could go back to that moment, I would not write that post. Watching people I have never met at all hurl abuse at me is more painful than I expected. I used to think of being an influencer as something trivial, but it turns out to be harder than I ever imagined. This ended up being a more vulnerable post than I intended. But I got here because of all of you who have read, shared, and supported my work. Thank you.↗ @aleabitoreddit · 请求账号 @aleabitoreddit · 2026-08-14 08:30:20 UTC · 原创原帖：Donald Trump signs a proclamation to strengthen US supply chains for drones. Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT. TLDR, 100% tariffs on: - UAS docking stations + certain critical components - certain parts for >25 kg drones - Drones >25 kg 25% tariffs on: - broader components UAS = Unmanned Aircraft System (don't have any positions in any above)↗ @michaelxpettis · 请求账号 @michaelxpettis · 2026-08-14 06:21:03 UTC · 原创原帖：1/5 Financial Times: "The White House has accused more than 40 countries, including Canada, Mexico and Japan, of helping Beijing illegally avoid US tariffs by rerouting trade through nations subject to lower American import duties than China." via @ft↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 05:56:11 UTC · 引用原帖：Nan Ya Plastics Raises CCL Prices, Citing “Glass Fabric” Shortage↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 05:50:26 UTC · 原创原帖：Korean media report that Samsung is considering repurposing Line 2 at NRD-K, its research fab, from R&D into a foundry line to expand 2nm capacity for cHBM and HBM5. The line will reportedly be operated as a foundry “send fab.”↗ @nft_hu · 请求账号 @nft_hu · 2026-08-14 05:25:28 UTC · 引用原帖：$AMAT 财报后股价下跌。 财报其实没什么问题，收入超预期，EPS超预期，指引也超预期。 下跌主要还是预期拉的很满，财报没有提供更多惊喜。 硬要说瑕疵的话: 毛利率没有继续突破，自由现金流同比下降80%，CAPEX增加。↗ @thsottiaux · 请求账号 @thsottiaux · 2026-08-14 05:21:13 UTC · 原创原帖：Ask ChatGPT to roast your computer usage after a day. Install the Computer History plugin, do things as usual and kindly ask it to roast your behavior. It's ... insightful 👀 ===== - You don’t use Slack. Slack uses you. It accounted for 48% of your recorded activity. Your Mac is essentially a $3,000 Slack notification with a keyboard. - Your productivity system is clicking “Clear” until God intervenes. You clicked it 339 times while submitting 253 Slack messages. You are playing Whac-A-Mole against an organization chart. - Your most-used keyboard shortcut is Delete. 1,191 times, including 1,065 in Slack. You’re not drafting messages. You’re negotiating peace treaties between your first thought and your executive function. - You pressed ⌘C 133 times and ⌘V just 26 times. You acquire information like a Victorian gentleman collecting exotic birds and then apparently release most of it into the clipboard wilderness. - You opened 42 tabs and closed 53. Technically, this makes browser-tab management your most successful project of the day. - You switched between actual applications more than 200 times, while reading an X post that literally said, “You probably hate tab switching.” The call is coming from inside the Chrome window. - Your busiest hour was 9 p.m., with more than 1,500 Slack events. Apparently “end of day” is less a time than a theoretical concept you enjoy discussing in meetings. - Your document at the center of several important workstreams was called “Hello.” Nothing says organizational clarity like running half the company through a Google Doc named after the first thing software prints.↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 05:20:58 UTC · 原创原帖：Zhipu: GLM-5.3 will feature improved coding capabilities, helping it close the gap with AI leaderboard leaders such as Anthropic’s Fable 5. - Like GLM-5.2, GLM-5.3 is built on a 700-billion-parameter base model. - Zhipu plans to release the weights of its new large language model within two weeks.↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 04:36:44 UTC · 原创原帖：Reuters reported that Apple developed a China-specific LLM with Alibaba’s help, rather than simply using Alibaba’s model as-is.↗ @aleabitoreddit · 请求账号 @aleabitoreddit · 2026-08-14 04:06:28 UTC · 原创原帖：Feels like glass substrate timelines got pushed back at least another quarter. - "Samsung Electro-Mechanics Delays Semiconductor Glass Substrate Investment" due to a bottleneck in customer reliability evaluations of prototypes. At its recent second-quarter earnings presentation, less than a month later, the company revised the start of operations to 2028. - "SKC Reportedly Pushes Glass Substrate Mass Production to 2027, Targets Final Validation by Year-end" (Trendforce), earlier last month. TLDR: - SKC Absolics H2 2026 -> H1 2027 - Samsung H2 2027 -> H1 2028 Not everything is always good news with timeline shifts, but glass core substrate shifts do feel imminent. Volume ramp for some players eg. $LPK / Philoptics (161580) / E&R (8027) likely track these mass production timelines.↗ @thsottiaux · 请求账号 @thsottiaux · 2026-08-14 03:21:10 UTC · 引用原帖：Work with Google docs, sheets and slides right inside ChatGPT. This has changed how I write documents, brainstorm or proofread things. I just open it and then chat or talk my way through changes and it all happens right there in the flow.↗ @sama · 请求账号 @sama · 2026-08-14 03:12:45 UTC · 引用原帖：/ultrafast↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 02:03:49 UTC · 原创原帖：《GF Securities Overseas Electronics Newsletter》 ☄ Intel (INTC, Buy): Equity Offering Signals Confidence, Foundry and EMIB Continue to Advance ☀ Reiterate Buy and $136 target price: We view this equity offering as sending a positive signal. The CEO’s direct subscription demonstrates confidence, and it also reflects the smooth progress of the foundry business. We expect the foundry business to reach breakeven (BEP) in 4Q27, with margin leverage kicking in fully in 2028. Yields and external customer acquisition (particularly Apple) are progressing solidly, and the EMIB customer base is also expanding (Google and AWS). Intel has secured support from substrate (carrier) supplier Unimicron, and will produce silicon capacitors internally. We raise our 2026E/2027E EPS estimates by 3%/1% respectively and maintain our $136 target price, factoring in dilution. ☀ The equity offering sends a positive signal: Intel upsized the offering from an initial $15bn to $20bn, and institutional demand reportedly exceeded $100bn. The offering price was $95, and the overallotment option (greenshoe) was fully exercised. CEO Lip-Bu Tan and his family subscribed for roughly $12mn at the offering price, which we read as a signal of management’s confidence in the company, and which should also support FY27 capex. ☀ A solid EMIB customer base drives the foundry business further: Intel reaffirmed its guidance that the foundry business will reach breakeven by the end of 2027, and stated that if this slips to 2028 it would mainly be due to increased new investment requirements. We maintain our existing view that 2Q26 18A yields are around 80%, and CWF (Clearwater Forest) has already entered the production ramp phase. Collaboration with external customers also continues to progress, with Apple’s 14A high volume production particularly notable. We raise our FY27/FY28 backend revenue estimates to $1.1bn/$7.0bn respectively, driven by improved visibility on AWS Trainium3 (T3) adopting EMIB-T in 2027, and by Google’s Humufish/Triggerfish entering volume expansion in 2H27 to 2028. We also expect ASICs from AWS and Microsoft could adopt EMIB in 2028. $INTC↗ @jukan05 · 请求账号 @jukan05 · 2026-08-14 00:34:37 UTC · 原创原帖：Taiwan's DigiTimes reports that Nvidia's Feynman platform, the generation after next, will move straight to A16, TSMC's upgraded version of its 2nm process, and will also raise the share of SoIC 3D stacking, with custom HBM and CPO expected to be combined on top of that. Accordingly, TSMC's monthly SoIC capacity is said to reach 50,000 wafers a month by the end of 2027. What is also interesting is that AP7 P2, which was planned for SoIC, may be partly allocated to CPO and CoWoS lines. This could mean CPO is being pulled forward earlier than expected. ASE's subsidiary SPIL is also said to be establishing itself as a key vendor winning Nvidia orders. This stems from the fact that even if TSMC expands capacity at full force, it will be difficult to meet all customer demand.↗ @jukan05 · 请求账号 @jukan05 · 2026-08-13 22:53:00 UTC · 原创原帖：That’s truly incredible guidance...↗ @thsottiaux · 请求账号 @thsottiaux · 2026-08-13 21:47:45 UTC · 引用原帖：Sometimes you have have to go /ultrafast.↗ @thsottiaux · 请求账号 @thsottiaux · 2026-08-13 21:39:07 UTC · 引用原帖：Computer history is here.↗ @Brad_Setser · 请求账号 @Brad_Setser · 2026-08-13 20:21:49 UTC · 原创原帖：Implication of all this, of course, is that the big fall in the bilateral deficit that the Trump Administration trumpets as one of the successes of tariffs isn't real -- as the Chinese goods just enter after taking a one stop flight through other jurisdictions↗ @demishassabis · 请求账号 @demishassabis · 2026-08-13 20:13:33 UTC · 引用原帖：Oh yes, and Flash 3.7 is also lightning fast! ⚡️↗ @Claudia_Sahm · 请求账号 @Claudia_Sahm · 2026-08-13 19:04:57 UTC · 原创原帖：move over burrito ... pork belly sandwich (with collard greens and peppers) and fried pickles. (under $18 but not by much.) 😋↗ @demishassabis · 请求账号 @demishassabis · 2026-08-13 17:11:11 UTC · 引用原帖：Gemini 3.7 Flash brings major upgrades for software engineering, web dev & knowledge work. And introductory price is half the original 3.6 Flash cost. Happy building - enjoy!↗ @LizAnnSonders · 请求账号 @LizAnnSonders · 2026-08-13 17:01:48 UTC · 原创原帖：.@AtlantaFed Wage Growth Tracker ticked up to +3.8% in July, with job switchers continuing to see stronger wage gains than job stayers↗ @jukan05 · 请求账号 @jukan05 · 2026-08-13 13:59:53 UTC · 原创原帖：Aletheia dropped some juicy information today: - NVIDIA’s Rubin Ultra is unlikely to use HBM4 and will instead use 8-high and 12-high HBM4E. - Kyber has not been canceled, and the four-die Rubin Ultra remains on the roadmap. - The four-die Rubin Ultra could be used in Kyber. It could also be implemented through an OSAT by stitching together two dual-die packages on an ABF substrate. - The four-die Rubin Ultra could feature up to 768GB of HBM4E. Looks like a good time to buy memory again.↗ @nft_hu · 请求账号 @nft_hu · 2026-08-13 13:46:29 UTC · 引用原帖：DELL 在黑色7月的股价表现也是很强。↗ @nft_hu · 请求账号 @nft_hu · 2026-08-13 13:43:09 UTC · 原创原帖：$SMCI 财报后的一些理解： 1️⃣堆积订单很多，但是卡在了推进上。 客户数据中心的供电、液冷和网络就绪度延后；Q4 新订单超过 600 亿美元、期末 backlog 创纪录。 2️⃣毛利率大幅改善，但可能只限于当季。 环比 750bp 的毛利率提升中，约 75%来自客户与产品组合，以及部分合约自 Q4 递延至 FY27 Q1；约 25%来自关税成本下降和库存准备降低。 3️⃣更分散的客户和更高的附加值。 公司正尝试将价值链从服务器整机推向 DCBBS（整机、储存、液冷、CDU、网络、机房管理软件与服务）的整合方案。企业／通路收入在 Q4 达 56 亿美元、占比 50%，较前季 28%显著提高。 4️⃣政策风险并未消失。 2026 年 3 月美国检方对三名与公司有关人士提出的出口管制违规指控。其中包括公司高管、台湾销售人员及承包商；SMCI 本身并未被列为被告。 这个事件的还在等待处理中，这也是股价较同类型企业PE更低的原因之一。↗

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Two Minute Papers：Claude AI Failed 650 Times…Then Beat The Human Record

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