黄仁勋辞任后，Polymarket 押注十大接班人选：伊恩·巴克以30%领跑，克雷斯17%，外部哈斯、斯鲁吉各12%。本文拆解三大阵营与挖角难题。

SpaceX’s AI team has cut most of the research and development staff working on Grok Imagine, its image- and video-generation tool, people familiar with the matter said. According to Sina Finance, about 60 employees associated with Grok Imagine were laid off last week, leaving a small team to keep the product running. The tool remains usable, but its future is uncertain without a dedicated development team. People familiar with the matter said SpaceX shifted its priorities toward AI coding tools and Grok Bot agents after acquiring Musk’s AI company xAI in February in a stock deal valued at $250 billion. In August, SpaceX spent $60 billion to acquire AI coding startup Cursor as part of the shift. The move resembles OpenAI’s earlier change in direction. OpenAI shut down its Sora video-generation tool earlier this year because of high computing costs and refocused on enterprise business and AI coding applications. In March, Musk wrote on X that the next version of Grok Imagine would amaze people and that the company would invest more in it. Before the layoffs, Grok was one of the few U.S. projects still training video-generation models in-house; Google and Meta also have their own tools. An independent leaderboard ranked Grok Imagine Video 1.5, released in June, 17th for image-to-video generation and 16th for text-to-video generation. SpaceX’s IPO filing said the system generated more than 2 million videos per month on average in the quarter that included March. In July, Musk said Grok Imagine would produce a full-length AI film based on Homer’s Odyssey, promising historical accuracy and fidelity to the original style. A clip of the first seven minutes, released last month, drew negative reviews.

According to Jin10, Boston Fed President Susan M. Collins said rate hikes may harm housing affordability, fighting inflation takes priority over housing hardship, and housing and the economy need long-term price stability.

Jamie Selway, head of the U.S. Securities and Exchange Commission’s Division of Trading and Markets, said financial markets are changing rapidly. According to Odaily, trading is moving toward continuous 24-hour operation, while tokenized securities, perpetual contracts and other new investment tools are entering the market. Central clearing is set to be implemented in the U.S. Treasury market, and reforms to core mechanisms of the national market system are under discussion. Retail investors and passive investment managers also have a greater influence on markets than historically typical. These changes are creating research opportunities, but as data becomes more widely available, the main research challenge is shifting from accessing differentiated data to processing growing volumes of information. Researchers are increasingly turning to superintelligence-driven tools to find answers. The SEC will promote better use of superintelligence and strengthen cooperation with academia. Recently, the Division of Economic and Risk Analysis (DERA) relaunched its Distinguished Visiting Scholars Program.

According to Jin10, Bank of America Global Research has added a 25-basis-point Fed rate hike in January 2027 to its forecast and now expects the Fed to raise rates by 25 basis points in December 2026, January 2027, and March.

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AI目前更多是购物的发现与辅助入口，而非自主买家；代理商务真正的经济边界，是验证一次购买是否正确的成本，稳定币只能省下部分接入与结算摩擦。

黄仁勋辞职后英伟达股价较峰值跌31%，市盈率仅12倍；巴伦认为关键在盈利而非人事，分析师给出最多160%的上行空间。

电话问世时没人知道它该用来做什么，而它最终被设想为连接全人类的“世界大脑”的神经系统。

Airwallex CEO 张硕曾质疑加密货币，如今联合创办的 Alta 完成 4750 万美元融资，要为金融机构造链。

帮朋友炒币亏了不必全额赔，是否构成诈骗要看有无欺骗行为和非法占有目的。

黄仁勋辞任英伟达CEO，CFO克雷斯接任临时CEO，AI叙事换锚叠加杠杆踩踏，比特币一度跌破6.8万美元，24小时全网爆仓12.3亿美元。

中国贸易顺差和净结汇的支撑仍在，2027年人民币汇率走势更趋双向震荡，三种情景决定方向。

黄仁勋被罢免不是AI泡沫的终结，而是科技企业与政治权力重新捆绑的代价。