Bank of America released a report on May 7, stating that HSBC Holdings and Standard Chartered Group will hold investor conferences in Hong Kong from May 19 to 21. According to Jin10, the event is expected to serve as a positive catalyst for both banks, as management will highlight strong operational trends in Asia, particularly in wealth management and capital markets. The report emphasizes HSBC's competitive edge in the Asian market, citing its quality deposit business and effective management strategies that enhance its competitive advantage. Bank of America maintains a 'buy' rating for HSBC with a target price of HKD 158.25. Meanwhile, the bank assigns a 'neutral' rating to Standard Chartered's UK shares.

Strategy executive chairman Michael Saylor has announced that the company is prepared to sell part of its Bitcoin holdings for the first time, marking a sharp shift from the firm’s vow of “never sell” stance that helped define corporate Bitcoin accumulation over the past years.

According to Foresight News, Lookonchain monitoring has revealed that two major Bitcoin holders sold 2,521 BTC approximately seven hours ago, generating significant profits. One address, starting with bc1qlu, purchased 1,470 BTC three weeks ago at a price of $74,448 per coin and sold them seven hours ago, earning a profit of $10.23 million. Another address, starting with bc1qyh, bought 1,051 BTC five days ago at $78,325 per coin and sold them seven hours ago, making a profit of $3.24 million.

AI智能体正在将人工智能行业从成本叙事转向利润叙事。高盛认为随着token消耗量即将出现跃升式增长，大规模云厂商和大模型提供商毛利率拐点或将在未来3至12个月内到来。

U.S. President Donald Trump recently shared a social media post featuring a chart that highlights the duration of the 'Iran operation,' which is marked as lasting six weeks. According to NS3.AI, Trump urged readers to 'study this chart carefully,' as it compares the Iran operation's timeline with other U.S. military engagements. The chart lists the Afghanistan war at 543 weeks and the Iraq war at 457 weeks, providing a stark contrast in the length of these conflicts.

尽管部分美国关键立法者力争在7月4日前将法案送交总统签署，但银行业仍在全力游说扼杀《CLARITY法案》。

Anthropic CEO Dario Amodei announced at the Code With Claude developer conference in San Francisco on Wednesday that the company experienced an 80-fold increase in revenue and AI usage in the first quarter, surpassing expectations. According to ChainCatcher, the company had initially planned for a tenfold annual growth, but the actual growth rate exceeded projections, leading to a strain on computing resources. Anthropic's annualized revenue grew from nearly $1 billion at the end of 2024 to $9 billion by the end of the year, and by early April this year, it had surged to $30 billion. The strong demand for Claude Code and work agents nearly fulfilled the company's annual forecast last month. To alleviate the pressure on computing resources, Anthropic signed agreements with Amazon and Google over the past month for a combined 10 gigawatts of computing power. On Thursday, the company announced plans to utilize all computing resources from xAI's first data center, Colossus 1, located in Memphis, within the next month. Amodei stated that the company will continue to acquire as much computing power as possible.

On May 7, significant trading activity was detected on the Hyperliquid platform. According to BlockBeats On-chain Detection, an address starting with 0xa44 engaged in high-leverage trading, going long on 394.6 BTC with a 40x leverage. The position, valued at approximately $31.94 million, was established at an average price of $81,059, with a liquidation price set at $62,069. Currently, the position is experiencing a slight unrealized loss of about $50,000, equating to a 5% decrease. Additionally, the address holds a 25x leveraged long position in ETH, valued at $5.9 million, and a 10x leveraged short position in TON, valued at $1.4 million. Over the past month, the address has maintained a 95% success rate in its trades, with an average holding period of 22 hours.

South Korea's cryptocurrency sector has urged regulators to reconsider a proposed extension of the Travel Rule to transactions below one million won, approximately $740. According to NS3.AI, twenty-seven domestic Virtual Asset Service Providers expressed their concerns through the Digital Asset eXchange Alliance on April 29. The proposed amendments would mandate both sending and receiving operators to verify customer information for all deposit or withdrawal requests, rejecting transactions if the required information is absent.

Hong Kong's solar energy stocks extended their strong performance from yesterday, with Junda Co., Ltd. (02865.HK) rising over 11% and Flat Glass Group Co., Ltd. (06865.HK) increasing by more than 9%. According to Jin10, GCL New Energy Holdings Ltd. (00451.HK) and GCL Technology Holdings Ltd. (03800.HK) both saw gains exceeding 6%, while Lens Technology Co., Ltd. (06613.HK) rose over 5%. Other companies such as Xinte Energy Co., Ltd. (01799.HK) and Xinyi Solar Holdings Ltd. (00968.HK) also followed the upward trend.

云锋金融旗下“云锋有鱼”平台正式上线“实物黄金代币”产品，面向完成专业投资者认证用户开放。该产品由 AlphaToken 提供区块链及 RWA 代币化基础设施支持，以 LBMA 认证、纯度 99.99%的实物黄金作为锚定资产，每枚代币对应 1 克黄金。官方表示，相关黄金资产由国际认证金库托管，并通过独立审计与全额隔离保管机制保障透明性与安全性。AlphaToken 称，其已将 KYC、AML、资产发行及风控等流程嵌入底层基础设施，为持牌金融机构提供链上发行与管理能力。云锋金融表示，未来还将结合 AI 与 Web3 技术推出更多链上财富管理产品。

A researcher says Google Chrome can quietly download a 4GB Gemini Nano AI file to users’ devices without clear permission. If deleted, it may be reinstalled unless the feature is turned off in Chrome settings.

Hong Kong-listed jewelry retailers experienced a significant midday surge. According to Jin10, Chow Tai Fook (01929.HK) rose over 5%, while Luk Fook Holdings (00590.HK) and Chow Sang Sang (00116.HK) also saw gains. Chow Tai Fook Jewellery Group (06168.HK) led the rally with an increase of over 19%, and Tse Sui Luen Jewellery (00471.HK) climbed more than 9%. Other companies such as Luk Fook Holdings (00590.HK) and Mengjin Garden (02585.HK) followed suit with notable increases.

美国总统特朗普在社交平台最新发布一张照片，并配文：“好好研究一下这张图”。图片列举了美国此前数次战争的持续时间：阿富汗战争 543 周，伊拉克战争 457 周，越南战争 439 周，美国内战 209 周，第二次世界大战 196 周，1812 年战争 139 周，“伊朗行动”6 周。(东新社)

人工智能,英伟达,芯片,能源消耗,AI的命门 不在英伟达 金色财经,看见的人很少，看见了还敢下注的人更少。

如果只用一个词解释人工智能最近几年的爆发，不是算力，不是参数，不是提示词，也不是某一个模型架构，而是蒸馏。

我们熟悉的那个旧加密时代已经落幕，未来价值只会集中沉淀在比特币、稳定币、区块链基础设施和资产代币化四大赛道。

特朗普周三表示，与伊朗达成框架协议的几率“非常大”，可能在“一周内”。伊朗正在审阅美方停战提案，美国长期坚持的两大核心诉求仍未得到解决。

金色财经推出加密货币和区块链行业早报《金色早8点》3049期，为您提供最新、最快的数字货币和区块链行业新闻。

买 Circle 的股票，其实并不等于买到了"稳定币敞口"。