https://www.bitsfull.com/ja/market-news/478112398582108745 Bitsfull ja 2026-07-20T11:48:24.000Z JPMorgan Chase Insights: AI CapEx Nearing $870 Billion, Power and ROI Emerging as Next Challenges https://www.bitsfull.com/zh-TW/market-news/478112398582108745 Bitsfull zh-tw 2026-07-20T11:48:24.000Z 摩根大通解读：AI CapEx逼近8700亿美元，电力和回报成下一道考题 https://www.bitsfull.com/en/market-news/478112398582108745 Bitsfull en 2026-07-20T11:48:24.000Z JPMorgan Chase Insights: AI CapEx Nearing $870 Billion, Power and ROI Emerging as Next Challenges https://www.bitsfull.com/zh/market-news/478112398582108745 Bitsfull zh-cn 2026-07-20T11:48:24.000Z 摩根大通解读：AI CapEx逼近8700亿美元，电力和回报成下一道考题 https://www.bitsfull.com/ja/market-news/478112398582108748 Bitsfull ja 2026-07-20T11:22:32.000Z After the Grand Launch of the Kimi K3, Revisiting the Landscape of Large-scale Models Competition Between China and the United States https://www.bitsfull.com/zh-TW/market-news/478112398582108748 Bitsfull zh-tw 2026-07-20T11:22:32.000Z Kimi K3重磅发布后，重新审视中美大模型竞争格局 https://www.bitsfull.com/en/market-news/478112398582108748 Bitsfull en 2026-07-20T11:22:32.000Z After the Grand Launch of the Kimi K3, Revisiting the Landscape of Large-scale Models Competition Between China and the United States https://www.bitsfull.com/zh/market-news/478112398582108748 Bitsfull zh-cn 2026-07-20T11:22:32.000Z Kimi K3重磅发布后，重新审视中美大模型竞争格局 https://www.bitsfull.com/ja/market-news/478112398582108751 Bitsfull ja 2026-07-20T10:30:51.000Z mk4, a Short Squeeze Artist Who Makes Money by Going Long | Getting to Know the Hyperliquid Trader https://www.bitsfull.com/zh-TW/market-news/478112398582108751 Bitsfull zh-tw 2026-07-20T10:30:51.000Z mk4，一位靠做多赚钱的空头｜认识 Hyperliquid 交易员 https://www.bitsfull.com/en/market-news/478112398582108751 Bitsfull en 2026-07-20T10:30:51.000Z mk4, a Short Squeeze Artist Who Makes Money by Going Long | Getting to Know the Hyperliquid Trader https://www.bitsfull.com/zh/market-news/478112398582108751 Bitsfull zh-cn 2026-07-20T10:30:51.000Z mk4，一位靠做多赚钱的空头｜认识 Hyperliquid 交易员 https://www.bitsfull.com/ja/market-news/478112398582108754 Bitsfull ja 2026-07-20T10:16:57.000Z Morgan Stanley Insight: DRAM Prices May Rise by 30% in the Third Quarter, Is the Memory Stock Pullback a Buying Opportunity? https://www.bitsfull.com/zh-TW/market-news/478112398582108754 Bitsfull zh-tw 2026-07-20T10:16:57.000Z 摩根士丹利解读：DRAM三季度或涨30%，内存股回调是买点吗？ https://www.bitsfull.com/en/market-news/478112398582108754 Bitsfull en 2026-07-20T10:16:57.000Z Morgan Stanley Insight: DRAM Prices May Rise by 30% in the Third Quarter, Is the Memory Stock Pullback a Buying Opportunity? https://www.bitsfull.com/zh/market-news/478112398582108754 Bitsfull zh-cn 2026-07-20T10:16:57.000Z 摩根士丹利解读：DRAM三季度或涨30%，内存股回调是买点吗？ https://www.bitsfull.com/ja/market-news/478096919519999324 Bitsfull ja 2026-07-20T09:55:03.000Z Citi Analysis: Upgrading China, Downgrading South Korea, Is the Emerging Markets Rally Starting to Diversify? https://www.bitsfull.com/zh-TW/market-news/478096919519999324 Bitsfull zh-tw 2026-07-20T09:55:03.000Z 花旗解读：上调中国、下调韩国，新兴市场行情开始扩散？ https://www.bitsfull.com/en/market-news/478096919519999324 Bitsfull en 2026-07-20T09:55:03.000Z Citi Analysis: Upgrading China, Downgrading South Korea, Is the Emerging Markets Rally Starting to Diversify? https://www.bitsfull.com/zh/market-news/478096919519999324 Bitsfull zh-cn 2026-07-20T09:55:03.000Z 花旗解读：上调中国、下调韩国，新兴市场行情开始扩散？ https://www.bitsfull.com/ja/market-news/478096919519999327 Bitsfull ja 2026-07-20T09:33:35.000Z Robinhood's Battle Royale: Who Will Have the Last Laugh https://www.bitsfull.com/zh-TW/market-news/478096919519999327 Bitsfull zh-tw 2026-07-20T09:33:35.000Z Robinhood发射台百团大战，谁能笑到最后 https://www.bitsfull.com/en/market-news/478096919519999327 Bitsfull en 2026-07-20T09:33:35.000Z Robinhood's Battle Royale: Who Will Have the Last Laugh https://www.bitsfull.com/zh/market-news/478096919519999327 Bitsfull zh-cn 2026-07-20T09:33:35.000Z Robinhood发射台百团大战，谁能笑到最后 https://www.bitsfull.com/ja/market-news/478081481259960409 Bitsfull ja 2026-07-20T08:00:39.000Z US-Iran Tensions Persist, Alibaba Dominates | TradeXYZ Weekend Market Observations https://www.bitsfull.com/zh-TW/market-news/478081481259960409 Bitsfull zh-tw 2026-07-20T08:00:39.000Z 美伊局势依旧，阿里一枝独秀｜TradeXYZ周末市场观察 https://www.bitsfull.com/en/market-news/478081481259960409 Bitsfull en 2026-07-20T08:00:39.000Z US-Iran Tensions Persist, Alibaba Dominates | TradeXYZ Weekend Market Observations https://www.bitsfull.com/zh/market-news/478081481259960409 Bitsfull zh-cn 2026-07-20T08:00:39.000Z 美伊局势依旧，阿里一枝独秀｜TradeXYZ周末市场观察 https://www.bitsfull.com/ja/market-news/478065991460489570 Bitsfull ja 2026-07-20T06:00:26.000Z BofA Analysis: Upward Revision of DRAM Price Increase to 21%, Is the Server Memory Price Surge Spiraling Out of Control? https://www.bitsfull.com/ja/market-news/478065991460489567 Bitsfull ja 2026-07-20T06:00:26.000Z Kimi K3 Raises New Question: Does a Cheaper Model Lead to Greater Chip Demand? https://www.bitsfull.com/ja/market-news/478065991460489564 Bitsfull ja 2026-07-20T06:00:26.000Z TSMC to Expand Chip Production in the U.S. with a $26.5 Billion Investment, Emphasizing AI Valuations' Increasing Focus on Cash Flow https://www.bitsfull.com/zh-TW/market-news/478065991460489570 Bitsfull zh-tw 2026-07-20T06:00:26.000Z 美银解读：上调DRAM涨幅至21%，服务器内存涨价失控？ https://www.bitsfull.com/zh-TW/market-news/478065991460489567 Bitsfull zh-tw 2026-07-20T06:00:26.000Z Kimi K3带出新问题：模型越便宜，芯片需求反而越大？ https://www.bitsfull.com/zh-TW/market-news/478065991460489564 Bitsfull zh-tw 2026-07-20T06:00:26.000Z 台积电要在美国扩产 2650 亿，AI估值越来越看现金流 https://www.bitsfull.com/en/market-news/478065991460489570 Bitsfull en 2026-07-20T06:00:26.000Z BofA Analysis: Upward Revision of DRAM Price Increase to 21%, Is the Server Memory Price Surge Spiraling Out of Control? https://www.bitsfull.com/en/market-news/478065991460489567 Bitsfull en 2026-07-20T06:00:26.000Z Kimi K3 Raises New Question: Does a Cheaper Model Lead to Greater Chip Demand? https://www.bitsfull.com/en/market-news/478065991460489564 Bitsfull en 2026-07-20T06:00:26.000Z TSMC to Expand Chip Production in the U.S. with a $26.5 Billion Investment, Emphasizing AI Valuations' Increasing Focus on Cash Flow https://www.bitsfull.com/zh/market-news/478065991460489570 Bitsfull zh-cn 2026-07-20T06:00:26.000Z 美银解读：上调DRAM涨幅至21%，服务器内存涨价失控？ https://www.bitsfull.com/zh/market-news/478065991460489567 Bitsfull zh-cn 2026-07-20T06:00:26.000Z Kimi K3带出新问题：模型越便宜，芯片需求反而越大？ https://www.bitsfull.com/zh/market-news/478065991460489564 Bitsfull zh-cn 2026-07-20T06:00:26.000Z 台积电要在美国扩产 2650 亿，AI估值越来越看现金流 https://www.bitsfull.com/ja/market-news/478050520988316482 Bitsfull ja 2026-07-20T04:00:22.000Z The overseas-hit Kimi K3 has not been fully open-sourced yet, prompting a reassessment of China's AI development abroad. https://www.bitsfull.com/zh-TW/market-news/478050520988316482 Bitsfull zh-tw 2026-07-20T04:00:22.000Z 海外刷屏的Kimi K3 还没彻底开源，海外已经开始重估中国 AI https://www.bitsfull.com/en/market-news/478050520988316482 Bitsfull en 2026-07-20T04:00:22.000Z The overseas-hit Kimi K3 has not been fully open-sourced yet, prompting a reassessment of China's AI development abroad. https://www.bitsfull.com/zh/market-news/478050520988316482 Bitsfull zh-cn 2026-07-20T04:00:22.000Z 海外刷屏的Kimi K3 还没彻底开源，海外已经开始重估中国 AI