Zcash developers have proposed reducing the target block interval from 25 seconds to 20 seconds, days after the NU7 upgrade went live. According to Cointelegraph, developers ValarDragon and Evan Forbes submitted a draft Zcash Improvement Proposal on Sunday to the community forum, seeking to include the change in the next community poll and consider it for the upcoming NU7.1 network upgrade. The proposed reduction would shorten the expected wait for initial transaction confirmations, with potential improvements for point-of-sale payments, exchange deposits and cross-chain swaps. The developers said it would not raise the network’s overall daily capacity for private transactions, and that Zcash’s existing issuance schedule would remain unchanged despite blocks being produced more frequently. The proposal follows the activation of NU7 on the mainnet on Friday. That upgrade reduced the target block interval from 75 seconds to 25 seconds and introduced a Network Sustainability Mechanism, which is designed to recycle a portion of transaction fees into future mining rewards while maintaining Zcash’s 21 million ZEC supply cap.

A “blue wave” and a “peach storm” are again weighing on confidence in AI, while technology stocks have become “discount assets” for the first time in nine years. According to PANews, Republicans have 55 days left in control of Congress, and Goldman Sachs warned that a selloff driven by macro products and leveraged ETF liquidations may not be over. Opposition to data centers is continuing in the United States and has also prompted protests in several European countries. A controversy involving Nvidia CEO Jensen Huang gathered momentum over the weekend, and Nvidia fell more than 4% in overnight trading. This week’s focus includes Tuesday’s CPI report and earnings from CoreWeave, Nebius, Cisco, and Applied Materials.

A-share computing-power chip stocks rebounded in afternoon trading, with Enflame Technology rising nearly 15%. According to Odaily, Tianpu Corp., Cambricon Technologies, Kede Education, MetaX, Moore Threads and Intellifusion were also among the leading gainers.

Sohu reported total revenue of $133 million for the third quarter of 2026, with marketing services revenue reaching the high end of its prior expectations. According to Sina Finance, marketing services revenue was $15 million, up 10% year over year, while online game revenue was $114 million, down 30%; net loss was $15 million. Sohu Chairman and CEO Dr. Charles Zhang said online game revenue and the group’s net loss were also in line with prior expectations. Zhang said Sohu Video’s feed features were strengthening social engagement through signature events and encouraging real-person interaction among users across different content categories. He also said Sohu was exploring commercial opportunities through its product portfolio and customized marketing solutions, while its games business continued to release new content and tailor gaming experiences to changing player needs. Under a previously announced American depositary share repurchase program of up to $150 million, Sohu had repurchased 10.1 million shares for approximately $134 million as of November 5, 2026.

投资者不得不重新面对一个越来越清晰的事实：美国经济并没有走向衰退，甚至没有明显放缓，而是在经历新一轮再加速。

随着时间的推移，接下来要买在硬软件需求慢慢被满足的过程中，那些预期拥有“能够把利润掐在手上”能力的技术层/应用层公司。

接下来需要观察的，不只是纳斯达克什么时候止跌，还要看美股调整是否会进一步影响流动性，以及加密市场能否重新获得独立买盘支撑。

英伟达CEO黄仁勋周日发出全员公开信，正式承认婚外情并道歉称对妻子“不忠”，董事会同日宣布启动独立调查。英伟达夜盘跌超3%，公司面临的不确定性进一步上升。

Galaxy Digital认为，美国分立政府格局整体而言通常对市场友好，但 AI 治理、安全风险以及对劳动力市场的冲击，仍是悬而未决的重大议题。

三位中国投资界知名人物作为A股市场极具影响力的个人投资者，在行情剧烈震荡之际，他们的调仓选择也成为观察市场的重要风向标。

以太坊创始人Vitalik发表长文，重新讨论ETH的价值来源。他认为与其将ETH视为依靠手续费销毁支撑估值的代币，不如更加重视其作为价值储存资产的定位。

英伟达,黄仁勋,人工智能,黄仁勋承认「婚外情」 英伟达启动调查 金色财经,AI圈最大的瓜，恐怕非「皮衣客」黄仁勋莫属。

Vitalik发文称，ETH定位更应侧重其价值储存功能。他表示，手续费销毁叙事的作用没有看起来那么强，围绕这一目标优化可能难以兼顾去中心化与抗俘获能力。

从"守住系统"到"看清数据怎么流"：数据血缘如何成为企业级智能体的运行时安全底座。