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# Google Cloud Business Grows 82%, How Is the ROI on AI Investment? Financial Impact: High Growth Coexists with Cash Flow "Bleeding" Cloud business is…10.23 The market now prices in a 92.8% chance of a pause in rate hikes in October, which is almost a sure thing. Many have already started trading on this…#Can Robinhood's trading business growth continue?Earnings report time: After market close on October 28 Market expectations: Revenue about $111.0–112.7 billion, EPS about $2.87–3.10 Positive factors: -…A leading perpetual contract DEX $HYPE, a leading spot DEX $UNI, both are leaders, so why do I only dare to hold HYPE? Because HYPE can enjoy the project's…$ETH: Retail Traders Go Long While Whales Bet Against the Crowd PEPE is up +12% today, and funds in the meme sector are rotating again — OKEx price at 0.000004936, close to the 24h high, volume 19.1 million, moving…Today the money in the crypto circle made a round trip. $BTC's morning trading volume ratio once surged to 36.84%. Among the 70 trading pairs in the market,…Just finished checking the 24-hour liquidation leaderboard 📊 while eating, and the bulls got called out again. A total of 376 million evaporated across the…#10月FOMC临近, what variables remain for the Federal Reserve's pause on rate hikes?#October FOMC Approaches, What Are the Variables for the Fed Pausing Rate Hikes? I believe the "pause in rate hikes" at the October FOMC meeting is already a…To be honest, I used to be easily swayed by "top weekly growth," and the first thought in my mind was "funds are coming, the market is about to rise." Later,…#SK Hynix Q3 Earnings Report Approaching, Can HBM4 Boost Profitability? 1. Performance Drivers Fully Shifted: HBM's High Value-Added Structural Dividend, Not…The Filecoin network is at a critical juncture transitioning from "storage capacity expansion" to a "paid service economy." Around October 19, the Solstice…Can it pull back?Yesterday, the ETF ran over 600 million in one day. According to the previous script, BTC should be lying in the ICU today, but when I opened the market, it…兄弟姐妹中午13点到16点，大饼卡在81000附近横盘磨，以太在2400上下原地躺平。扪心自问，上午追进去做多的朋友现在还好吗？说实话，我自己就是其中一员。先看大户动向，数据藏着真相：散户多空账户比值3.03，普遍偏向看多；大户这边反过来，多空比例21比79，空头占据绝对主导…Bitcoin's total network hashrate recently climbed back above 1 ZH/s (1000 EH/s), reaching a seven-month high since early March, rebounding about 45% from the…#Robinhood交易业务增长能否延续？ Robinhood Q2营收、客户净入金都创了新高，散户交易情绪打底，期权、事件预测合约是新增增长曲线，不再单纯靠加密行情拉动。10月27日盘后Q3财报重点看：日均期权交易量、事件合约成交规模、新增入金能不能稳住。只要散户活跃度不快速降温，交易业务增长有机会延续…$ETH ETF continuous outflows? Don't panic, Old Li is here to break down the real intentions of institutions! Recently, looking at the data for the Ethereum…The next big trend?#SKhynixQ3HBM4Earnings The structural shift toward AI infrastructure is proving to be a game-changer for SK hynix. With HBM capacity essentially booked out…Is a big surge coming?🔥 October 23 Evening Report Due to ongoing tensions in the Gulf region and Ukraine's increased attacks on Russian refineries, Brent crude oil prices remain…市场社区热门话题 #汇丰分阶段推出港元稳定币RedCoin ，相关内容 20 篇。热度上升代表更多人正在讨论，不代表讨论涉及的资金一定会流向某个代币。把科技、股票或社会新闻直接套到同名概念币上，中间往往缺了可核实的业务关系。同一叙事下，项目可能只是在名称上相似，也可能确实分享客户、收入或技术需求…After watching the liquidation map, my palms are a bit sweaty: BTC is hovering around 81700, with 394 million evaporated across the entire network in the past…#MetaQ3 revenue exceeds expectations, huge AI investment raises concerns On the surface, revenue looks strong at $64.6 billion, up 26% year-over-year, and the…According to ChainCatcher, CryptoQuant analyst Darkfost stated that due to ongoing tensions in the Gulf region and Ukraine's increased attacks on Russian…根据10月23日的市场数据，$BTC 和$ETH 都承受着宏观压力，但资金面和技术结构上存在关键差异：BTC正在测试机构成本线的关键支撑，而ETH则在技术面偏空的同时，出现了短线资金回流的矛盾信号。 📉 宏观压制：风险资产集体承压当前下跌的主因并非加密市场内部，而是外部宏观环境恶化…Bitcoin slips toward $81K as tech selloff and macro pressure weigh 先纠正一个容易踩坑的时间点：美联储利率决议对应北京时间10月29日凌晨2点，2点半是鲍威尔发布会，同日晚上还有美国三季度GDP初值和9月PCE数据，PCE晚于议息，凌晨的上涨有可能当晚被通胀数据逆转。另外10月29日还有比特币网络难度调整、MSTR三季报，10月29到30日日本央行议息，这几件事挤在同一个窗口…AAOI This stock I bought yesterday, and it gave me 12 points directly last night, with a low touching 66.28. Honestly, the moment I was watching the market,…$BTC 大饼现在为什么这么磨蹭，上不去也下不来，哪里卡住了吗？上面有宏观压着：中东、油价、通胀预期，让市场不敢太乐观；下面又有成本支撑，80,000附近很多人盯着，跌破了容易慌，所以多头也在守。结果就是涨不上去，也跌不痛快。技术上也尴尬：上面82,800–83,200有阻力，下面81,000左右有支撑…#SK海力士Q3财报在即，HBM4能否提振盈利？一句话总结：Q3 业绩大概率很好，但不是 HBM4 带来的；HBM4 真正的盈利弹性，要看四季度。 10 月 28 日，市场一致预期：营收约 98.2 万亿韩元，营业利润 76.96 万亿韩元，营业利润率接近 78%，有望再创单季新高，但利润增量主要来自通用…10.23 BTC 10 月美联储按兵不动基本是市场共识，没什么悬念。但别一看到 “暂停加息” 就脑补牛市开启，这只是一次鹰派暂停，绝非政策转向手停了，嘴绝不会松。当下美联储正处在典型的两难境地：一边就业数据持续降温、长端美债收益率走高，金融条件已经被动收紧，再加息怕压垮经济与债务另一边核心通胀粘性仍强，距离…群里有友仔问阿简该不该去做链上期权，我本着负责的态度专门去研究了下，发现直到现在链上期权交易量仍不到永续DEX成交量的1%，虽然有报道称在Hyperliquid的推动下交易规模有望达到50亿美元级别，但毕竟也还没达到呢所以现状是很性感的，永续合约已经有成熟用户，但链上期权还需要解决定价、流动性…The chip concentration indicator did not reverse after $BTC surged to 84800 the day before yesterday and fell below 81000 last night. Currently, the…Conclusion first: The key point of the October 28 decision is not whether to raise interest rates, but what Powell will say about December. The market…I just checked the long-short ratio of $ETH perpetual contracts on OKX, which surged to 3.03 this morning—the highest in several days. This means that in ETH…If you want to go long on Ethereum, actually the volatility of BMNR is a bit better than Ethereum because it has greater volatility. And if you leverage…Today's market gives me a strange feeling It doesn't really drop when it falls No one ignites it when it rallies After checking options, I get it Today is…英文区热议的A股熊市其实是基于沪深300回撤20%触发的技术指标，属于典型的现象级标签。当前的市场特征是，经历了前期的渐进式下跌后，大概率已经进入了一个震荡磨底的阶段。这种行情下，不能指望有单边的趋势性上涨，反弹的力度受制于市场信心和流动性的修复程度。策略上，必须降低对趋势行情的预期。…#SK海力士Q3财报在即，HBM4能否提振盈利？美股财报季才刚进入高潮，华尔街就开始不按套路出牌了！目前已经公布财报的 111 家标普 500 公司中，83% 的业绩超过市场预期。按理说，这应该是大利好。结果纳斯达克却大跌 2.6%，科技股成为重灾区！ Meta 明明交出了超预期的成绩单，股价却大跌 7%…研究机构看好"平台型资产"，$HYPE 符合这个逻辑吗？最近有研究机构抛出一个观点：投机需求会是未来十年的长期主题，与其买被交易的资产，不如买提供交易和清算服务的平台。这套逻辑放在 HYPE身上，合身的地方不少。它本质上是交易基础设施，市场越热闹、换手越频繁，手续费流水越稳，不管散户押哪个方向，平台都抽水…$UNITREE 为什么涨得这么猛？ 1️⃣ 机器人赛道热度升温人形机器人商业化预期叠加政策催化，市场资金重新聚焦机器人与AI板块。 2️⃣ 空头被套，逼空行情加速聪明钱数据显示，空单持仓约354万美元，多单约266万美元。空单均价86.11，价格却已冲到95.17，空头承压明显。一旦集中平仓…#MetaQ3营收超预期，巨额AI投入引发担忧 Meta's latest Q3 earnings report shows a typical divergence of strong revenue growth but profit pressure. Quarterly revenue reached…#谷歌云业务增长82%，AI投入回报如何？谷歌云82%的高增长，说明AI投入已经实现商业化落地，依托TPU+Gemini全栈优势拿到大量长期订单、利润率明显改善；但这是重资产生意，巨额资本开支压制现金流，当前亮眼的云利润还没覆盖全链路研发与持续扩产成本，高增速红利能否持续、扛住行业价格战，仍是中长期最大考验。原油越涨，产油国越赚钱但全球经济未必越好油价涨到100多美元同样是油价上涨📈 有人赚得盆满钵满有人却要替它买单如果油价一直涨企业和消费者可能会减少用油经济活动也可能受到影响到最后高油价反而可能压低石油需求所以原油并不是涨得越高越好还有一点值得关注如果这轮上涨主要来自中东供应风险…#MetaQ3营收超预期，巨额AI投入引发担忧美国最大公共养老金大幅减持科技七巨头，机构不再看好科技股了吗？美国最大公共养老金2026年上半年减持苹果、微软、Alphabet、亚马逊、英伟达、Meta 和$TSLA 股票总数26%，并表示公开股权市场估值已处于较高水平，相对回报可能承压。但我认为，减持不等于…AI 恐慌砸的是烧钱的账，今晚轮到刷卡的账了。美国运通（AXP）今晚 19 点出 Q3 财报，美东盘前 7 点。市场预期 EPS 4.50 美元、营收 201.2 亿美元，去年同期 EPS 4.14 美元。 Q2 运通 EPS 4.53 超预期，刷卡金额 4558 亿美元同比涨 9%，卡费收入创纪录。…