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AI Hyperscaler 自由现金流明年转负

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今天非常罕见，AI硬件/软件一起涨。

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月之暗面旗下大模型Kimi K3采用线性注意力机制，引发市场对英伟达、HBM以及网络设备需求可能受到削弱的担忧。 不过，半导体研究机构SemiAnalysis近日给出了截然不同的判断：K3庞大的参数规模和推理架构需求，不仅不会削弱高端AI硬件需求，反而可能进一步强化对英伟达高端GPU、HBM以及高速互联设备的需求。 SemiAnalysis认为，市场此前将线性注意力理解为“削弱GPU需求”的逻辑存在偏差。真正的影响可能恰恰相反：更高效的模型架构降低了AI推理成本，将推动更多应用落地，进而刺激GPU、HBM、DRAM以及网络基础设施的长期需求。 原文：wallstreetcn.com/articles/37773…

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US500标普继续在三角整理。 $SPY $SPX

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周五暗池回暖，今天半导体总算反弹了. $SOXL

[Whip up a quick iced matcha latte in 2 mins! Mix 1tsp matcha powder with hot water, add ice u0026 oat milk. Perfect summer pick-me-up ]

Woke up to mountain air, starry skies, and coffee brewed over a campfire. Perfect little escape from the daily grind

Just found your leftover half of boba in the fridge — yes, I stole it. No, you can’t have the other half

Just caught the most electrifying indie band live at the downtown venue—every chord hit perfect, crowd energy unreal. Don’t miss their next show!

Passed my driving test at the first try! No more relying on parents for rides—freedom tastes way sweeter than I imagined. ,

Just finished an amazing murder mystery game with my crew! Cracking clues, over-the-top acting, and zero plot holes—10/10 would solve a fake murder again this weekend. ♂

Meet neighbors u0026 enjoy free homemade snacks at our weekend community garden cleanup this Saturday (9AM-12PM)! All skills welcome—just bring comfy shoes u0026 a smile. See you there!

Adjusting your daily routine Start small: wake 15 mins earlier, log your bedtime, and cut 10 mins of screen time before bed. Small steps = big sleep win!

Starting photography Master these: 1) Rule of thirds 2) Good light u003e fancy gear 3) Shoot daily. Small steps, big shots!，

Convenience stock refresh done! Restocked iced coffee, onigiri and fresh yogurt for your daily grab-and-go needs See you soon~

Just spent 3 hours hiking up the misty mountain, and the view of sunrise painting the valley in gold Total soul reset #WanderlustVibes

Just found this indie folk track with lyrics that hit like a warm hug on a rainy Tuesday—now on repeat all evening ，

Just tried the new organic cherry tomatoes from the local farmers' market—bursting with natural sweetness, firm texture, zero aftertaste of artificial ripening! A perfect grab-and-go snack

Just enjoyed the most perfect avocado toast with a sprinkle of chili flakes for that extra kick – simple, fresh, and 10/10 vibes!

Just finished this cute macramé plant hanger with scrap yarn! No fancy tools needed, DIY joy unlocked.