According to Jin10, market sources said SoftBank may reconsider its NeoCloud (new cloud) business in the United States and shift to other regions.

Yoco Technologies (Pty) Ltd. secured a $100 million credit facility from Victory Park Capital Advisors LLC, described in the headline as a $3.6 billion firm, Bloomberg reported. The South African digital-commerce company, backed by TPG Inc., will use the facility to support its merchant network.

According to Jin10, market sources say SoftBank is preparing for a potential slowdown in U.S. data centers.

A Solana community proposal would remove durable nonces and require every transaction to include a recent blockhash for replay protection. According to Odaily, the proposal would also disable system program instructions used to initialize, advance and upgrade nonce accounts, with mainnet activation planned no earlier than May 5, 2027, to allow time for migration.

黄仁勋的绯闻把新加坡算力商 Megaspeed 推到台前：芯片不出境，算力经东南亚机房租回中国，出口管制的缝还能走多久？

On November 9, Oppenheimer upgraded AMD to Outperform from Perform and set a $600 price target, implying about 33.6% upside from its November 6 close of $449.04. According to Sina Finance, Oppenheimer raised its earnings estimates after AMD's latest earnings report and discussions with management, citing strong data center performance and accelerating AI chip sales; it expects data center revenue to grow about 135% in 2027, accounting for 85% of total revenue, with AI GPU revenue exceeding EPYC server CPU revenue, which is also expected to more than double next year. AMD management expects overall revenue growth to exceed 80% in 2027 despite supply constraints. Oppenheimer expects OpenAI and Meta to be near-term drivers of AMD's data center AI business, with demand related to Anthropic expanding from the end of the first quarter of 2027. It also estimates that capital expenditure by the world's five largest cloud service providers will reach about $1.3 trillion in 2027, compared with $800 billion this year.

The UXLINK hacker has started closing long positions worth about $148 million, with an estimated loss of $3.3 million. According to Odaily, blockchain analyst Ember said the account is using a TWAP tool to unwind positions on Hyperliquid over 16 hours, involving 30,282 ETH, 550,000 SOL and 35.03 million XRP. The process is expected to finish around 6 a.m. tomorrow.

从MEXC被禁、币安和解到OKX引入ICE，美国正用执法、投资与美元稳定币三条线，把全球交易所纳入自己的金融网络。

DeepSeek,AI Agent,Harness,当年的「套壳产品」先跑通了DeepSeek Super-agent的设想 金色财经,一个功能十天就能抄走，几千次的不满意是抄不走的。

科技行业高管爆出私德风波，市场早有一套熟门熟路的反应剧本。

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。