Python · ★ 7,992 · 🍴 537 · 📈 1,265 stars today
Compress tool outputs, logs, files, and RAG chunks before they reach the LLM. 60-95% fewer tokens, same answers. Library, proxy, MCP server.
中文介绍 用于在内容进入大模型前压缩工具输出、日志、文件和检索片段，减少令牌消耗并尽量保持回答质量。提供库、代理和协议服务器形态，适合智能体、检索问答和开发工具链降本提速。
Python · ★ 142,092 · 🍴 9,687 · 📈 3,618 stars today
Python tool for converting files and office documents to Markdown.
中文介绍 面向文件和办公文档的转换工具，可将多种格式整理为标记文本，便于检索、归档和交给大模型处理。适合开发者、知识库维护者和自动化流程把文档统一成易读的纯文本结构。
JavaScript · ★ 204,801 · 🍴 31,416 · 📈 1,533 stars today
The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.
中文介绍 围绕智能体运行框架做性能优化，强调技能、记忆、安全、研究优先开发和行为策略管理。适合使用代码智能体、编辑器助手或自动化代理的团队，提升复杂任务执行稳定性。
Python · ★ 59,649 · 🍴 5,754 · 📈 1,182 stars today
🕷️ An adaptive Web Scraping framework that handles everything from a single request to a full-scale crawl!
中文介绍 自适应网页抓取框架，覆盖单次请求到大规模爬取流程，帮助处理页面获取、解析和扩展采集任务。适合数据工程师、研究人员和安全分析场景快速构建可维护的采集管线。
Python · ★ 12,843 · 🍴 1,566 · 📈 1,722 stars today
Hermes WebUI: The best way to use Hermes Agent from the web or from your phone!
中文介绍 为赫尔墨斯智能体提供网页和手机端使用界面，让用户无需命令行也能访问代理能力。适合希望在浏览器或移动设备上管理任务、查看结果和远程使用智能体的个人与团队。
TypeScript · ★ 4,734 · 🍴 599 · 📈 124 stars today
A modern platform for visual, flexible, and extensible graph-based investigations. For cybersecurity analysts and investigators.
中文介绍 面向网络安全分析和调查的图形化调查平台，用节点和关系组织线索，支持灵活扩展的图谱分析流程。适合安全分析师、威胁情报人员和调查人员梳理实体关联与取证路径。
Python · ★ 25,400 · 🍴 2,902 · 📈 783 stars today
VoxCPM2: Tokenizer-Free TTS for Multilingual Speech Generation, Creative Voice Design, and True-to-Life Cloning
中文介绍 多语言语音生成项目，主打无分词文本转语音、创意音色设计和高拟真声音克隆。适合语音合成研究者、内容创作者和应用开发者生成自然语音或定制角色声音。
Jupyter Notebook · ★ 18,806 · 🍴 5,250 · 📈 574 stars today
Code for Machine Learning for Algorithmic Trading, 2nd edition.
中文介绍 配套算法交易机器学习教材的代码仓库，展示如何用数据处理、特征工程、模型训练和回测方法构建交易策略。适合量化研究者、金融工程学习者和开发者复现实验。
@w1nklerr · 44.2K 粉丝 · 17.7M 阅 · 1.4K 赞 · 161 转
Nobody told me about this for months. I'm telling you now so you don't lose the year I lost. Let me start with the number that made me angry. Last quarter my cloud GPU spend was sitting at $1,900 a
中文介绍 用一台二千九百九十九美元的英伟达本地设备替代云端显卡租用，作者从每月高额云算力账单切入，算出一年省下并赚回二万二千美元，角度偏实用成本复盘。
@elpresidank · 116 粉丝 · 2.9M 阅 · 543 赞 · 35 转
Most AI agent memory is built on embeddings. And there's now a proof that this entire class of system is going to forget what you stored in it — and confidently make up things you never stored at all.
中文介绍 讨论智能体记忆为何会遗忘：单靠向量嵌入存储上下文，可能既丢失原始信息又自信编造不存在内容。作者提出用结构化拓扑理解记忆，是偏底层架构的反思。
@1salman · 363 粉丝 · 2.0M 阅 · 682 赞 · 45 转
Everyone keeps asking whether AI favors specialists or generalists. I think that is the wrong question. AI does not pick a side. It changes the tradeoff. The old world forced a choice. You could go
中文介绍 重新审视人工智能时代的专才与通才之争：重点不是站队，而是技术改变了广度与深度的取舍。过去必须二选一，现在可以按需扩展能力边界。
@zodchiii · 20.0K 粉丝 · 743.3K 阅 · 509 赞 · 55 转
Four AI agents can ship a feature while you sleep. Most people never wire them up. They fire a reviewer here, a test generator there, by hand, one at a time, each forgetting what the last one did.
中文介绍 给出四个智能体协作交付功能的具体搭建思路，重点解决人工手动调用审查、测试、开发角色时上下文断裂的问题，属于多智能体工程化工作流教程。
@eng_khairallah1 · 61.9K 粉丝 · 693.5K 阅 · 511 赞 · 71 转
Obsidian has 2,700+ community plugins. Over 100 of them are AI-related. Save this :) And the CEO of Obsidian personally published official Claude Skills for the platform - 12,900+ GitHub stars in
中文介绍 整理黑曜石三十种工作流、插件和配置，强调其二千七百多个社区插件中已有一百多个与人工智能相关，还提到官方克劳德技能库接近一万三千星。
@prukalpa · 23.1K 粉丝 · 583.2K 阅 · 506 赞 · 80 转
A field guide to what it is, what it is not, and where it fits in your AI architecture. I have had some version of the same conversation with a CIO almost every day this year. Their team has read
中文介绍 面向企业人工智能架构解释「企业上下文层」到底是什么、不是什麼，以及应放在系统中的哪个位置。背景是首席信息官频繁询问如何把内部知识接入模型。
@polydao · 18.1K 粉丝 · 559.5K 阅 · 505 赞 · 55 转
Most people are still using Claude like a smarter chatbot That is not the game anymore You’re competing against people who treat Claude like an operating system > While you’re typing one-off
中文介绍 筛选克劳德技能生态中真正值得关注的项目，核心观点是不要再把克劳德当聊天机器人，而要像操作系统一样组织工具、流程和可复用能力。
@theonejvo · 22.1K 粉丝 · 504.3K 阅 · 861 赞 · 1 转
Over the past year, @pewdiepie, has been turning into one of the most visible champions of private, self-hosted computing, and it has been a genuine pleasure to watch. What began in late 2025 as an
中文介绍 以攻击并协助修复知名创作者自托管智能体系统为案例，讲述恶意网页如何利用智能体工具链漏洞。角度偏安全复盘，关注私有化计算与防护实践。
Microsoft Build recap, and new MAI model technical details
中文介绍 Latent Space回顾Microsoft Build大会，聚焦新MAI模型家族及MAI-Thinking-1的技术细节。
最快Q4上市
GitHub最新火爆仓库：OpenSquilla。
GitHub pioneered the modern AI coding era with Copilot, and the resulting explosion in agentic coding has led to notable strains on the most popular developer platform in the world. Here's the plan.
中文介绍 GitHub以Copilot开启现代AI编程时代，面对智能体编程增长带来的平台压力，Kyle Daigle介绍其应对计划。
还能带你打卡老黄同款南锣路线
还挖走了苏炜杰
平台入驻全球达人已超10万
自下而上，从底层本能出发
日均订单刷新历史纪录至3940万单
Travelers built an AI-powered Claim Assistant with OpenAI to guide customers through filing claims, provide 24/7 support, and scale operations during peak demand.
中文介绍 Travelers与OpenAI打造AI理赔助手，为客户提供报案指引和全天候支持，并在需求高峰期扩展运营能力。
The global health care sector is under increasing strain. Decades of chronic underinvestment and constraints in recruitment have coincided with a surge in demand for services for aging populations. Gaps in provision are already taking a toll, with fragmented access to care and high rates of stress a
中文介绍 全球医疗体系因长期投入不足、招聘受限和老龄化需求上升承压，智能体AI被讨论为改善服务可及性的工具。
Discover new Codex plugins, sites, and annotations that help analysts, marketers, designers, investors, and other teams get more done with AI.
中文介绍 OpenAI介绍新的Codex插件、站点和注释功能，帮助分析师、营销人员、设计师、投资者等团队借助AI提升工作效率。
This article is from Making AI Work, MIT Technology Review’s limited-run newsletter examining how to apply LLMs across industries. To receive it in your inbox,sign up here. From accounting to design to market research and product development, there’s a staggering breadth of skills needed to run a bu
中文介绍 MIT Technology Review在Making AI Work通讯中探讨小企业如何将大语言模型用于会计、设计、市场研究和产品开发。
OpenAI calls for global action on youth AI safety, proposing an international institute to strengthen safeguards, standards, and opportunities for young people.
中文介绍 OpenAI呼吁围绕青少年AI安全采取全球行动，提议建立国际机构以加强保护措施、标准和发展机会。
PCSEL / nanophotonics / CWT-FEM-FDTD modeling first; AI for photonics, research agents, and inverse design second.
订阅学术更新 RSS 订阅学术更新 JSON 新论文: 1
英文原题Laterally coupled photonic crystal surface emitting laser arrays
中文摘要我们提出并研究了一种基于横向耦合光子晶体表面发射激光器（PCSELs）的新型相干激光器阵列设计。作为一种新型半导体激光技术，PCSELs 在平面腔中具有场限制，并在表面法线方向发射激光束。通过采用异质结构光子晶体设计来工程化 PCSELs 之间的横向耦合，我们可以实现 PCSELs 阵列的相干运行。在本文中，我们展示了一种被动耦合 PCSEL 阵列设计的相干运行。我们在目标波长为 1040 nm 的 GaAs 基量子阱异质结构上制备了 PCSEL 阵列器件。实验结果表明，2×2 PCSEL 阵列的光谱线宽为 0.14–0.22 nm。通过自干涉实验表征了光束合成性能。观察到 PCSEL 阵列与单个 PCSEL 器件之间相似的相干性。我们通过被动横向耦合实现的紧凑 PCSEL 阵列设计在片上光子计算、量子和信息处理领域具有潜在应用。
英文摘要We propose and investigate a novel coherent laser array design based on laterally coupled photonic crystal surface-emitting lasers (PCSELs). As a new type of semiconductor laser technology, PCSELs have field confinement in a planar cavity and laser beam emission in the surface normal direction. By engineering lateral couplings between PCSELs with heterostructure photonic crystal designs, we can achieve coherent operations from an array of PCSELs. In this paper, we demonstrate coherent operation from a passively coupled PCSEL array design. We fabricated PCSEL array devices on a GaAs-based quantum well heterostructure at a target wavelength of 1040 nm. Experimental results show that the 2-by-2 PCSEL arrays have spectral linewidth of 0.14–0.22 nm. Beam combining performance was characterized by self-interference experiments. Similar coherency between the PCSEL array and single PCSEL device was observed. Our compact PCSEL array designs by passive lateral coupling have potential applications in fields of on-chip photonic computing, quantum, and information processing.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：适合沉淀成验证指标或参数先验，尤其是 quantum well。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
英文原题Compact Coherent Photonic Crystal Surface-Emitting Laser Arrays
中文摘要我们报道了一种采用被动耦合 PCSEL 阵列的新型相干光束合成设计。我们制备的 GaAs 基阵列的实验结果显示出高光束质量、线宽和相干性。
英文摘要We report a novel coherent beam combining design with passively coupled PCSEL array. Experimental results of our fabricated GaAs-based arrays show high beam quality, linewidth, and coherency.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：先判断能否变成一个仿真 case、baseline、验证指标或参数先验。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
英文原题Monolithic Integration of Metasurface with Photonic-Crystal Surface-Emitting Laser (PCSEL) for Beam Manipulation in Free Space Optical Communication
中文摘要制备了一种与光子晶体表面发射激光器（PCSEL）单片集成的超表面。该超表面被设计用于在特定衍射角产生左旋和右旋圆偏振。实验结果表明，实现了每个偏振信道 1.88 Gbit/s 的自由空间传输。
英文摘要A monolithically integrated metasurface with photonic-crystal-surface-emitting-laser (PCSEL) was fabricated. The metasurface was designed to generate left- and right-handed-circular-polarizations at specific diffraction angles. Experimental results show that 1.88-Gbit/s per polarization channel free-space transmission is achieved.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：先判断能否变成一个仿真 case、baseline、验证指标或参数先验。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
英文原题29-W Continuous-Wave Operation of Photonic-Crystal Surface-Emitting Laser (PCSEL)
中文摘要我们展示了一种具有双晶格结构和 2 mm 圆形谐振器直径的光子晶体表面发射激光器的 29 W 连续波运行。即使在 29 W 输出功率下，也已成功实现了非常窄的发散角运行（<0.4°）。
英文摘要We demonstrate 29-W continuous-wave operation of a photonic-crystal surface-emitting laser with a double lattice structure and a circular resonator diameter of 2 mm. A very narrow divergence angle operation (<0.4°) has been successfully achieved even at 29 W of output power.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：先判断能否变成一个仿真 case、baseline、验证指标或参数先验。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
该组今日无数据。
昨日/最近交易日的金融分析显示，A股整体偏强，样本平均+1.04%，上证指数+0.22%；创业板指+1.65%；板块上光通信最强（+4.01%），大消费相对落后（-1.47%）；重点板块中5/7个收涨。 美股整体偏强，样本平均+0.51%，S&P 500 ETF+0.14%；Nasdaq 100 ETF+0.46%；大型科技股中Super Micro领涨（+7.02%），Microsoft承压（-4.17%）；VIX-1.64%。
昨日走势上，A股大盘样本平均+1.04%，重点板块样本平均+1.39%，市场结构偏向题材/行业线索。板块内部强弱分化明显：光通信+4.01%居前，大消费-1.47%落后，说明资金并非全面扩散，而是在少数方向里做选择。美股大盘样本平均+0.51%，重点公司样本平均+1.19%，Super Micro+7.02%强于同组，Microsoft-4.17%拖累风险偏好。宏观风险代理方面，VIXY 波动率ETF-1.64%、美元指数+0.12%，这会影响后续科技成长和周期资源方向的弹性。
后续A股的基准判断是震荡偏强但需要成交和板块扩散确认。大盘指数已表现为整体偏强，样本平均+1.04%，如果强势板块能从光通信、AI / 算力扩散到消费、银行等低波动方向，反弹持续性会更好；如果仍只有少数题材上涨，则更像结构性轮动。
后续美股的基准判断是风险偏好仍在，但上行动能取决于大型科技股是否继续扩散。指数样本整体偏强，样本平均+0.51%，若Super Micro、ASML、Broadcom保持强势且VIX不再上行，科技权重仍可能支撑指数；若收益率或美元重新抬升，估值较高的成长股会先承压。
半导体当前+3.37%，后续要看是否跟随美股AI硬件链修复。AI/算力当前+3.45%，如果Nvidia/AMD/AVGO保持强势，A股映射会更容易延续。银行当前-0.89%，它更像防守和指数稳定器；若银行强、科技弱，市场风格会偏保守。大消费、机器人、有色和光通信需要结合强弱排序看资金轮动，短期更关注能否从单日强势变成连续2-3日相对强势。
美股重点公司后续主要看三条线：AI硬件链、平台型科技和高波动个股。Nvidia当前-0.69%，它仍是AI风险偏好的核心参照。若Super Micro、ASML、Broadcom继续领涨，同时Microsoft、Alphabet、Amazon跌幅收敛，指数更容易走出健康轮动；反过来，如果强者补跌，说明资金可能从高估值科技撤出。
上证指数+0.22%；创业板指+1.65%；板块上光通信最强（+4.01%），大消费相对落后（-1.47%）；重点板块中5/7个收涨。
S&P 500 ETF+0.14%；Nasdaq 100 ETF+0.46%；大型科技股中Super Micro领涨（+7.02%），Microsoft承压（-4.17%）；VIX-1.64%。
The United States and Iran both reported strikes overnight, accusing each other of being the aggressor. It was unclear where diplomatic efforts stand to end the war.
中文摘要 美国和伊朗均称夜间遭到打击，并指责对方先行挑起升级。科威特表示其主要机场受损，结束战争的外交努力前景仍不明朗。
As an annual economic conference was set to begin, President Volodymyr Zelensky said Ukraine had targeted a navy base and an oil terminal in the region that includes Russia’s second-largest city.
中文摘要 在俄罗斯年度经济会议开幕之际，泽连斯基称乌克兰打击了圣彼得堡所在地区的一处海军基地和一个石油码头。
World shares are mixed as Tokyo’s Nikkei 225 follows Wall Street to an all-time high AP News
中文摘要 AP报道称，全球主要股市表现分化。东京日经225指数跟随华尔街涨势升至历史高位，市场风险偏好仍存在地区差异。
Iran fires missiles and US strikes Iran facility after reports of faltering peace talks AP News
中文摘要 AP报道称，在和平谈判被指进展不顺后，伊朗发射导弹，美国则对伊朗一处设施实施打击，地区冲突风险进一步升高。
Morning Bid: Marvell, a fitting name for the latest AI darling Reuters
中文摘要 路透晨报聚焦Marvell，称其名称恰与“惊艳”相呼应，并将其置于最新AI热门股票的市场叙事中。
DeepSeek slated to raise $7 billion in maiden funding round, sources say Reuters
中文摘要 路透援引消息人士称，DeepSeek计划在首次融资轮中筹集70亿美元，显示资本市场对中国AI公司的关注持续升温。
For laborers in Dubai, a free stress-management class offers a temporary oasis of calm amid struggles with debt, loneliness, long hours and, in recent months, the fear of missile strikes.
中文摘要 迪拜劳工在债务、孤独和长工时之外，近月又面临导弹袭击恐惧。免费压力管理课程为他们提供短暂喘息。
The authorities in Britain are investigating police officers who handcuffed a student, Henry Nowak, while he was dying, in a case that been increasingly politicized.
中文摘要 英国当局正在调查警员为何在学生Henry Nowak垂死时将其铐住。此案引发愤怒，并日益被卷入政治争论。
Stocks dip on new Iran attacks as oil prices rise Reuters
中文摘要 路透报道称，伊朗新一轮袭击令市场避险情绪升温，股票走低，油价上涨，投资者重新评估中东局势对资产价格的影响。
China services activity grows at fastest pace in three months, private PMI shows Reuters
中文摘要 路透报道称，民间PMI显示中国服务业活动以三个月来最快速度扩张，为观察内需和经济动能提供了新的市场信号。
Gold eases as Middle East tensions lift oil, US economic data in focus Reuters
中文摘要 路透报道称，中东局势带动油价上涨，但黄金价格走低。投资者同时关注美国经济数据，以判断后续市场方向。
Authorities to take over care of undocumented baby after parents’ arrest South China Morning Post
中文摘要 《南华早报》报道称，一名无证婴儿的父母被捕后，当局将接手照料该婴儿，案件涉及身份和儿童照护安排。
Hong Kong helpers urge employers to relax ‘air-con ban’ in heatwave South China Morning Post
中文摘要 《南华早报》报道称，香港外佣在热浪期间呼吁雇主放宽“禁开空调”安排，以缓解高温天气下的工作和生活压力。
The Canadian trade minister met with the U.S. Trade Representative on Tuesday.
中文摘要 加拿大贸易部长周二会见美国贸易代表前，特朗普再次把加拿大称作美国“第51州”，为美加贸易谈判增添政治背景。
Plans for luxury resorts on the Adriatic Sea have long worried environmentalists. The developments are now a flashpoint for broader frustrations with the government.
中文摘要 阿尔巴尼亚亚得里亚海豪华度假村计划长期令环保人士担忧。与Kushner有关的项目如今成为民众不满政府的焦点。
Swiss private capital firm caps redemptions from its $8.6bn flagship vehicle
中文摘要 瑞士私募资本公司Partners Group对其规模86亿美元的旗舰基金设置赎回上限，限制投资者提款。
Discount retailer’s results follow series of profit warnings and finance chief’s resignation after accounting error
中文摘要 折扣零售商B&M利润下降47%，此前公司连续发布盈利预警，并在会计错误后出现财务负责人辞职。
Global Economy Risks Slump on Prolonged Iran Conflict, OECD Says Bloomberg.com
中文摘要 OECD警告，若伊朗冲突长期持续，全球经济可能面临下滑风险，地缘政治紧张或加重增长压力。
Plus, corporate culture and returns
中文摘要 Financial Times称，超大规模云服务商通过股权市场融资的趋势可能继续，同时关注企业文化与回报问题。
Eight used supercars, one incautious owner
中文摘要 涉嫌MFS欺诈的Paresh Raja名下二手超跑进入出售视野，其中包括法拉利等八辆豪车。
Also in this newsletter: Counterfeit cigarette use surges across Europe, new report finds
中文摘要 布鲁塞尔推出广泛计划，旨在增强欧洲数字主权；同一通讯还提到欧洲假冒香烟使用激增。
Also in today’s newsletter: renewed Gulf strikes and Fed ‘forward guidance’
中文摘要 Financial Times早报关注中东危机是否有助于Jim Ratcliffe旗下Ineos，同时提及海湾地区新一轮袭击和美联储前瞻指引。
The European bank has finally learned that it doesn’t need the US to reach success
中文摘要 Financial Times称，德意志银行终于认识到不必依赖美国市场也能取得成功，其复苏与风险管理转向相关。
Inquiry warns country risks missing out on potential benefits of new form of digital money because of excessive regulation
中文摘要 一项调查警告，英国因监管过度，可能错失稳定币这种新型数字货币带来的潜在利益。
Club president says illustrious brand will lure outside capital at €10bn-plus valuation as he fights for re-election
中文摘要 皇家马德里主席称，俱乐部知名品牌可在超过100亿欧元估值下吸引外部资本，他正争取连任。
Long assailed for banning fans who yell ‘sell the team!’, James Dolan gets a break after decades without a championship
中文摘要 纽约尼克斯多年无冠后迎来争冠势头，使长期因封禁高喊“卖掉球队”球迷而受批评的James Dolan暂获缓解。
Guilty verdict for famed short seller raises questions on line between public commentary and illegal trading
中文摘要 知名做空者Andrew Left被判欺诈罪，引发华尔街对公开评论与非法交易之间界线的讨论。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets.Serenity (@aleabitoreddit)Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This i
中文摘要 Serenity表示，去年曾提出Neocloud板块将成重要主题，并看好Nebius；其称$NBIS在$IREN至$CRWV等同业中表现居首，股价曾从84美元回落至26美元。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners. From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO). This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosyste
中文摘要 Serenity称，随着Ayar加入Nvidia NVLink Fusion，$SIVE可能成为Nvidia NVLink CPO供应链生态伙伴的激光源，涉及Marvell Celestial、Lightmatter等。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Wow… new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidia’s optical infrastructure supply chains. Can anyone guess the name? — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity表示，最新消息使某光子公司可能成为$NVDA NVLink Fusion CPO生态的上游激光关键环节，其激光器进入Nvidia光学基础设施供应链。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to prioritize photonics. Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation. This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes. To bridge early Europ
中文摘要 Serenity称，欧洲6月3日发布Tech Sovereignty Package，其中包括CHIPS ACT 2.0，预计将优先支持光子学；$XFAB和$SIVE被列入产业政策蓝图。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Is majority of the next generation stuck in the permanent underclass? > Missed out on gaining control of AI through ownership of infra/compute today > Majority of jobs getting replaced by AI > Housing more expensive > Inflation makes cost of living go brrr. Gg? — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity发文讨论下一代处境，称许多人错过通过基础设施和算力所有权掌控AI的机会，同时面临AI替代就业、住房更贵和通胀推高成本等压力。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): There we go. My CPO longs in Taiwan are finally starting to take off today. Shunsin +10% Foci +10% Xintec +10% Just waiting on Win Semi, Msscorp, and Nextronics to catch up. — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity表示，其台湾CPO多头标的当天开始启动，Shunsin、Foci、Xintec均上涨10%；其仍等待Win Semi、Msscorp和Nextronics跟进。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Good times with $AEHR, it’s now ~$3.5B MC. Haven’t mentioned it as much since there’s nothing too new. Just waiting on volume orders for these types of players like $LPK, and others.Serenity (@aleabitoreddit) $AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated cust
中文摘要 Serenity表示，$AEHR目前市值约35亿美元，近期因缺乏新进展较少提及；其称仍在等待$LPK等相关公司的批量订单。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS. He actually gave a $1T price target this time with Marvell. Marvell up 35% with one remark…Serenity (@aleabitoreddit) $NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen
中文摘要 Serenity表示，黄仁勋此前影响$NBIS后，应更信任其对$MRVL的看法；其称这次对Marvell给出1万亿美元目标，Marvell因一句话上涨35%。
Agencies remove additional references to reputation risk
The Securities and Exchange Commission today published a Draft Strategic Plan that focuses on returning the agency to the core mission set by Congress more than 90 years ago: protecting investors; maintaining fair, orderly, and efficient…
The Securities and Exchange Commission today announced four new members to fill vacancies on its Investor Advisory Committee. Three of the four new members will serve four-year terms, while the fourth new member will serve as the…
The Securities and Exchange Commission today proposed the rescission of overly burdensome and costly rules that require companies to provide certain climate-related information in their registration statements and annual reports. The Commission’s…
Federal Reserve Board issues enforcement actions with former employee of Atlantic Union Bank and former employee of Frost Bank
Real gross domestic product (GDP) increased at an annual rate of 1.6 percent in the first quarter of 2026 (January, February, and March), according to the second estimate released today by the U.S. Bureau of Economic Analysis. In the fourth quarter of 2025, real GDP increased 0.5 percent. The contri
Personal income decreased less than $0.1 billion (less than 0.1 percent at a monthly rate) in April, according to estimates released today by the U.S. Bureau of Economic Analysis (BEA). Disposable personal income (DPI)-personal income less personal current taxes-decreased $19.9 billion (0.1 percent)
The Securities and Exchange Commission’s Investor Advisory Committee will hold a public meeting at the SEC Headquarters in Washington D.C. on June 4 at 10 a.m. ET to discuss private markets, passive index funds, and recommendations regarding fund…
Minutes of the Board's discount rate meeting on April 20 and 29, 2026
Minutes of the Board's discount rate meeting on April 20 and 29, 2026
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