美国投资经理吉姆·查诺斯：投资者正在为宏大的叙事而非现实的盈利前景定价，SpaceX的估值倍数已远远超过特斯拉(TSLA.O)。

Anthropic首席执行官阿莫代伊呼吁实施更严格的人工智能安全监管。

The Shanghai Stock Exchange has issued a 2026 revision to its 2020 Securities Company Stock Options Brokerage Business Guide with three market-facing changes. It establishes full mutual recognition of Shanghai–Shenzhen derivatives contract accounts—investors with existing Shenzhen accounts may open Shanghai derivative accounts without further entry review. Qualified foreign institutional investors (QFII/RQFII) are permitted to trade Shanghai-listed ETF options, with trading explicitly limited to hedging. For new accounts, the basic long-position limit rises from 20 to 100 contracts; the top-tier position quota asset threshold is lowered from 5 million yuan to 3 million yuan; and the previous cap limiting individuals and institutions to a maximum of five contract accounts is removed. The SSE says the revisions are intended to facilitate securities firms’ participation in Shanghai equity options and support options market development, liquidity and international competitiveness.