私人新闻 · 情报信号聚合
截至8月25日，已有21家上市券商披露2026年半年报。总体来看，上半年上市券商经营成色持续向好：A股市场交易活跃度攀升带动经纪业务收入稳步向好，科创企业上市提速助推投行业务提质扩容；多家券商AI金融布局从“投入期”迈向“产出期”，在客户留存、运营提效、智能风控等环节逐步释放效能。（上证报）
据媒体报道，日本政府和日本央行今年夏天将成立一个研究小组，以落实基于区块链技术的24小时股票和日本国债结算系统。该研究小组还将包括日本金融厅、财务省以及其他金融机构，相关计划最快可能于2027年初制定。（财联社）
随着上市公司半年报的披露，多家基金代销机构的上半年“成绩单”浮出水面。蚂蚁基金、天天基金等多家知名代销机构业绩可观。业内人士认为，这既有市场带来的贝塔，也有代销机构自身经营能力提升带来的阿尔法，行业发展已经从“拼流量”转向“拼服务”。（上证报）
摩根士丹利表示，五家超大规模云服务商以及芯片公司英伟达和博通通过担保、租赁及其他形式的财务支持，合计承诺超过3.1万亿美元，以帮助其他企业推进AI基础设施支出。这五家超大规模云服务商分别是Alphabet、亚马逊、Meta、微软和甲骨文。Todd Castagno带领的分析师团队在报告中写道，Alphabet的承诺规模最高，达到8900亿美元，主要涉及采购承诺。这些公司的2027年现金资本开支预计将超过1.2万亿美元，而预期现金流约为1万亿美元。（财联社）
SpaceX当地时间8月25日宣布，计划斥资1000亿美元在美国路易斯安那州南部沿海湿地新建发射场，用于支持每年数千次星舰飞行。该发射场预计将于明年开建，将创造超3000个新就业岗位。美国路易斯安那州经济开发局声明称，该项目全面建成后，预计将包括五个发射综合体，每个综合体配备两个发射台和一个推进剂储存设施。此外，该项目还将包括推进剂生产设施、发电厂、航天器处理设施以及员工与家属住宅。（界面）
Anthropic将告知投资者，公司预计潜在市场总额将超过30万亿美元。（财联社）
36氪获悉，据港交所文件，8月25日，山东卓创资讯股份有限公司向港交所提交上市申请书，独家保荐人为中国平安资本（香港）有限公司。
据报道，OpenAI当地时间8月25日表示，其全新Jalapeno芯片在测试中的表现优于英伟达的现有产品线。在测试中，Jalapeno处理器在两个指标上领先：单位功耗可处理的AI工作负载以及响应速度。（界面）
OpenAI数据中心负责人Chris Malone据悉已离职。（财联社）
人类的发育速度为何普遍慢于小鼠等其它哺乳动物？欧洲分子生物学实验室的一项最新研究，为这一谜题提供了关键线索：在人类和小鼠共有的约4000种蛋白质中，人类蛋白质的降解速度明显更慢。相关论文发表于最新一期《发育细胞》杂志。（科技日报）
XCancel: On Monday 24th August at 8PM EST, we received at letter from X Corp. asking to cease and desist the service XCancel. The service XCancel is stopped until further notice. We are seeking legal advice and won’t share more details for now. Thank you for the trust you have put in these two years of XCancel. I didn’t want to jinx them, but this obvious threat hanging over their head was the main reason I never linked only to XCancel rather than directly to tweets on x.com. This sucks not just
[70 points · 19 条评论]
Message on xcancel website: "On Monday 24th August at 8PM EST, we received at letter from X Corp. asking to cease and desist the service XCancel. The service XCancel is stopped until further notice. We are seeking legal advice and won't share more details for now. Thank you for the trust you have put in these two years of XCancel." https://xcancel.com/ [93 points · 14 条评论]
8月25日，苹果公司推出搭载M5 Pro和M6芯片的新款Mac mini，以及搭载M5 Max和M5 Ultra芯片的新款Mac Studio。新款Mac Studio即日起接受预购，将于9月22日在门店正式开售。声明称，M6是苹果首款采用2纳米制程工艺的尖端芯片，M5 Ultra则是“迄今为止苹果最强大的芯片”。（界面）
据CME“美联储观察”：美联储到9月维持利率不变的概率为60.4%，累计加息25个基点的概率为39.6%。美联储到10月维持利率不变的概率为45.7%，累计加息25个基点的概率为44.7%，累计加息50个基点的概率为9.7%。（财联社）
据物理学家组织网23日报道，美国食品药品监督管理局（FDA）已批准Aletta上市，这是首款可独立为患者手臂抽血的机器人设备。该设备获准在训练有素的采血人员监督下，用于成年门诊患者。一名采血人员可同时监督最多三台Aletta设备，负责启动设备并处理异常情况，而Aletta则自主完成采血全过程。（科技日报）
当地时间25日，加拿大政府宣布，对价值约200亿美元的美国商品征收报复性关税。（央视新闻）
Ventures Platform has raised an oversubscribed $83 million second fund as the Pan-African venture firm expands beyond its home market of Nigeria with a strategy shaped by a tougher, more selective venture market. The firm plans to back early-stage founders across a range of sectors, including fintech, healthcare, SaaS and other areas “where technology can address essential needs and build large, enduring businesses,” Kola Aina, the firm’s founding partner, told TechCrunch. Of course, AI is part of that thesis. “We’re particularly interested in where AI changes the economics of serving African markets,” he said, pointing to its potential to reduce the cost of delivering services and help overcome labor shortages. “For us, AI is most interesting when it is not simply a feature, but an enabler of an entirely different cost structure, business model or market.” Ventures Platform , which is headquartered in Nigeria, previously raised a $46 million Fund I in 2022 with a similar, albeit more limited scope. The first fund focused primarily on pre-seed and seed rounds. “It allowed us to demonstrate that our approach to early-stage investing in Africa could work at an institutional scale and laid the foundation for Fund II,” Aina said. Now, Ventures Platform is back with a larger fund and wider geographic mandate. The firm is expanding its focus beyond Nigeria and has already written checks from Fund II to five companies based in Kenya, South Africa, and Egypt. Check sizes will be up to $3 million, and the firm hopes to deploy the capital over the next three to four years. “We are particularly interested in markets where technology can expand access to essential products and services, address critical infrastructure gaps, and create entirely new categories of consumption,” Aina said. The fundraising process took about a year and a half, with Aina describing the environment as more “selective,” than it was when Ventures Platform raised Fund I. “LPs are asking harder questions
36氪获悉，8月25日收盘，美股三大指数集体上涨，道指涨0.3%，标普500指数涨 0.32%，纳指涨0.66%。大型科技股多数上涨，奈飞、英伟达涨超2%，Meta涨超1%，微软、特斯拉小幅上涨；亚马逊、谷歌、苹果小幅下跌。热门中概股涨多跌少，富途控股涨超8%，老虎证券涨超5%，网易、小鹏集团涨超4%，蔚来涨超2%，百度、名创优品涨超1%；叮咚买菜跌超2%，理想汽车跌超1%。
Victoria Song, The Verge: The $399 Google Pixel Watch 5 isn’t about the hardware. Sure, there’s a new satin pyrite case finish, a few new strap colors, and a Steph Curry Special Edition. Under the hood, there’s a slightly faster Qualcomm processor and an itty-bitty battery bump. There’s a $50 price hike from last year, too, because the Pixel Watch 5 isn’t immune to RAMageddon — none of us are. Otherwise, no one would blame you for looking at this watch and thinking absolutely nothing’s changed.
Sam Rutherford, writing for Engadget: Granted, the P11 Pro Fold still includes IP68 dust and water resistance, which is better than what you get on the Z Fold 8 line (IP48). But after making an absolute tank of a foldable phone with last year’s model, I said Google really needed to cut weight and thickness this generation, and it just hasn’t. Instead, it seems like Google has leaned even more into the Pro Fold’s sturdiness with a new glass fibre material for its rear panel that the company says
Ivan Mehta, TechCrunch: With this year’s Pixel 11 series launch, Google is thinking more agentic AI to complete your tasks. With Gemini, U.S.-based users will be able to order groceries, book rides, or get coffee, for instance. Plus, Gemini can call businesses on users’ behalf for table reservations or appointments. Google said that users can take over or stop tasks at any point in time and also review transcripts for AI-operated calls. Over the next few weeks, a new slate of connected apps will
David Imel, The Verge: But in our current moment, the photos people are drawn to are not flawless — and that’s created a real problem for the people making smartphone cameras. “The gap between what two random people want from their camera is growing dramatically,” says Isaac Reynolds, who leads the Pixel camera team at Google. Some people want a perfectly optimized photo, Reynolds says. “But there’s a growing number of people who want something that they feel is more authentic or traditional, by
Joanna Stern, writing at The New Things (gift link): I used to love the blinking notification light on my BlackBerry, and later my Droid 2. It was a simple way to know I had a message without actually looking at my messages. Then BlackBerry let you customize the color, and it was a rainbow dream. Google’s HiLight takes it a step further by letting you assign different colors to VIP contacts. So when your phone is face down, you can tell who’s trying to reach you without picking it up. It looks c
A few years ago I’d have looked at this post and maybe leaned toward the idea that a precocious 8th grader somewhere hacked into the @GoogleDesign Twitter account and tried to pass off their little to-do app as having come from Google’s design team. But this is apparently real. I almost hope it’s AI slop and that there aren’t any human designers there who think anything in this app has appropriate proportions or is aesthetically pleasing. ( Here’s an XCancel link for the x.com averse. You can ju
Philip Michaels, writing last September for Tom’s Guide: iPhone 17 torture test videos done by JerryRigEverything indicate that Ceramic Shield 2 certainly resists scratching, with scratch testing leaving only light scratches at level 7 on the Mohs scale of hardness. Scratches typically show up on glass at levels 5 or 6 on that scale. “Ceramic Shield 2 is indeed the best we’ve ever seen,” JerryRigEverything remarks in the iPhone 17 Pro testing video . That backs up Apple’s own Ceramic Shield 2 vi
This page from Google Design on their “Material 3” UI language came to my attention after my snarky post about the ungainly new to-do app they bizarrely bragged about on Twitter/X this week. I don’t think this “Material 3” page is new — I think it’s a few years old — but I’d never seen it before. First, it’s crazy that (in desktop browsers with a mouse cursor) they change the I-beam cursor for text selection to ... a circle. I guess it looks kind of fun but the whole point of the I-beam cursor i
My thanks to Drata for sponsoring last week at DF. Their message is short and sweet: Leverage autonomous AI agents to automate compliance, manage internal and third-party risk, and continuously prove your security posture. Link: drata.com/daring
XCancel: XCancel is an instance of Nitter. Nitter is a free and open source alternative Twitter front-end focused on privacy and performance. The source is available on GitHub at https://github.com/zedeus/nitter [...] Using an instance of Nitter (hosted on a VPS for example), you can browse Twitter without JavaScript while retaining your privacy. In addition to respecting your privacy, Nitter is on average around 15 times lighter than Twitter, and in most cases serves pages faster (eg. timelines
The Wall Street Journal (gift link): To help alleviate the supply crunch, Apple is looking to Chinese manufacturers. “The Trump administration is not in favor of that,” Lutnick said in an interview after touring an Apple manufacturing facility in Houston. There have to be “other solutions to the memory issue, but it’s not great American companies using Chinese memory.” Asked if he has relayed that message to Apple, Lutnick said “plainly.” But: U.S. government rules require American companies to
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