2026-08-03

瑞典外交部召见俄罗斯外交官。

瑞典外交部召见俄罗斯外交官。

2026-08-03

China Merchants Securities, citing Microsoft and SK Hynix results, concludes the AI sector still faces genuine supply constraints and shows no clear signs of broad overcapacity. Large tech firms are increasing AI infrastructure investment and customer follow-on orders are rising; earnings do not yet provide solid evidence of an AI compute glut. Microsoft compute utilization and SK Hynix order flows indicate the current imbalance is shortages of high-performance compute, advanced storage and data

China Merchants Securities, citing Microsoft and SK Hynix results, concludes the AI sector still faces genuine supply constraints and shows no clear signs of broad overcapacity. Large tech firms are increasing AI infrastructure investment and customer follow-on orders are rising; earnings do not yet provide solid evidence of an AI compute glut. Microsoft compute utilization and SK Hynix order flows indicate the current imbalance is shortages of high-performance compute, advanced storage and data-center support capacity rather than widespread equipment idling. Near-term investment opportunities are likely to center on segments that alleviate AI compute bottlenecks.

2026-08-03

The Information, citing five people, reports the White House has invited OpenAI, Google and Anthropic staff to a Tuesday meeting to review a completed AI oversight framework. The draft would establish a voluntary programme requiring AI labs to submit models to government review before release to partners or the public. The meeting comes days after an Aug. 1 completion deadline set by an early‑June executive order. It is being hosted by the Office of the National Cyber Director; the invitation re

The Information, citing five people, reports the White House has invited OpenAI, Google and Anthropic staff to a Tuesday meeting to review a completed AI oversight framework. The draft would establish a voluntary programme requiring AI labs to submit models to government review before release to partners or the public. The meeting comes days after an Aug. 1 completion deadline set by an early‑June executive order. It is being hosted by the Office of the National Cyber Director; the invitation reportedly says the agenda will cover next steps and an unspecified related activity. Sources said companies are expected to send employee‑level representatives rather than senior executives and that the session is not a public rollout.

2026-08-03

TASNIM NEWS: A Swiss foreign ministry spokesperson said Switzerland remains in contact with all relevant countries and, if both parties are willing, is prepared to provide necessary assistance to host renewed US-Iran talks.

TASNIM NEWS: A Swiss foreign ministry spokesperson said Switzerland remains in contact with all relevant countries and, if both parties are willing, is prepared to provide necessary assistance to host renewed US-Iran talks.

2026-08-03

SpaceX将于8月4日公布上市后首份季报。市场预计二季度营收约69.3亿美元，其中Starlink贡献38.2亿美元、AI业务约23.3亿美元、发射业务约8.7亿美元；但公司仍可能录得约15.5亿美元息税前亏损，资本开支则接近140亿美元。 真正的矛盾不是业务有没有增长，而是谁来为增长买单。Starlink目前是主要盈利和现金流来源，AI与星舰仍处于重投入阶段。AI算力租赁合同带来了收入想象空间，但市场开始要求管理层说明： 合同何时完全提量、数据中心利用率能否维持，以及资本开支何时见顶。 机构分歧也集中在这里。摩根士丹利维持300美元目标价，其中企业AI估值高达152美元；Morningstar却只给出63美元公允价值， 认为当前价格计入了过高的技术成功率和AI回报预期。 财报两天后，约9.12亿股限售股获得出售资格。因此，即使收入超预期，若管理层无法说明AI投入如何转化为现金流，股价仍可能受解禁影响。市场正在重新判断的，是 SpaceX究竟拥有三条增长曲线，还是用一项成熟业务同时供养两个烧钱项目。

SpaceX将于8月4日公布上市后首份季报。市场预计二季度营收约69.3亿美元，其中Starlink贡献38.2亿美元、AI业务约23.3亿美元、发射业务约8.7亿美元；但公司仍可能录得约15.5亿美元息税前亏损，资本开支则接近140亿美元。 真正的矛盾不是业务有没有增长，而是谁来为增长买单。Starlink目前是主要盈利和现金流来源，AI与星舰仍处于重投入阶段。AI算力租赁合同带来了收入想象空间，但市场开始要求管理层说明： 合同何时完全提量、数据中心利用率能否维持，以及资本开支何时见顶。 机构分歧也集中在这里。摩根士丹利维持300美元目标价，其中企业AI估值高达152美元；Morningstar却只给出63美元公允价值， 认为当前价格计入了过高的技术成功率和AI回报预期。 财报两天后，约9.12亿股限售股获得出售资格。因此，即使收入超预期，若管理层无法说明AI投入如何转化为现金流，股价仍可能受解禁影响。市场正在重新判断的，是 SpaceX究竟拥有三条增长曲线，还是用一项成熟业务同时供养两个烧钱项目。

2026-08-03

据伊朗塔斯尼姆通讯社：瑞士外交部发言人回应是否会再次主办美伊谈判时表示，瑞士与所有相关国家保持联系，并在双方有意愿的情况下，准备提供必要的帮助。

据伊朗塔斯尼姆通讯社：瑞士外交部发言人回应是否会再次主办美伊谈判时表示，瑞士与所有相关国家保持联系，并在双方有意愿的情况下，准备提供必要的帮助。