8点1氪丨LV起诉国家知识产权局；DeepSeek梁文锋成全球AI公司领域新首富；戴比尔斯将暂停南非最大钻石矿生产
今日热点导览 小米机器人首次实现汽车工厂柔性工件的长时作业 SK海力士加速Y1工厂建设，现已开始订购DRAM制造设备 国际金价持续回调，后市关注美联储政策路径 海关总署：中国出口连续11季度保持增长，贸易增量集中于AI领域 韩国政府四部门将于周四召开会议，就单股杠杆ETF对股市冲击研究应对方案 TOP 3大新闻…
IBM workers pay a $400 million price for investing in company stock
Don’t put all your eggs in one basket Source：MarketWatch
This overlooked index is a better investment than the S&P 500
We did the math over a 30year period, and it’s not even close. Source：MarketWatch
Mizuho downgrades Circle to underperform, cuts price target to $50 on Open USD threat
The Japanese investment bank said Open USD's yield passthrough model could pressure Circle's margins by shifting more reserve income to distributors.…
CleanSpark shares jump 22% after $6.6B Georgia data center lease
The Bitcoin miner’s Georgia agreement with an undisclosed investmentgrade technology company expands its footprint in AI and highperformance computing…
AI vs. robo advisers: How they stack up against each other —and human financial advisers
Robo advisers are getting smarter as AI capabilities increase — but how much control are investors willing to hand over? Source：MarketWatch
Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager
Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.…
Oil prices see largest two-day percentage gain in four months on U.S.-Iran fighting
West Texas Intermediate and Brent crude’s frontmonth contracts climbed on Tuesday as investors worry about further deescalation in the Middle East…
Why a borrowing binge by investors is a warning sign for the stock market
Investors are increasingly borrowing to buy stocks, a reflection of greed in the stock market as they seek to amplify returns with margin debt. The growing…
SpaceX’s stock threatens to fall below the IPO price. Do investors face a ‘crisis’ if it does?
The company has shed more than $800 billion in market value from its $2.67 trillion peak in less than a month. Source：MarketWatch
AI-related debt jumped 99% over the past year. It’s a ‘shock to the system’ for investors.
A deluge of hyperscaler debt creates risk that investors will run up against concentration limits in their portfolios from a single company or industry.…
Mizuho says Circle bank approval doesn't solve USDC growth, stablecoin competition risks
Japanese investment bank Mizuho reiterated its neutral rating on Circle, saying OCC approval for a national trust bank doesn't address slowing USDC growth or…