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。

According to ChainCatcher, Tencent’s AI agent product WorkBuddy issued an apology and compensation notice on November 8 over a discount campaign for the DeepSeek-V4.1 Flash model. WorkBuddy launched the model on September 10 with a two-week promotion offering credits at 50% of the regular price, originally scheduled to end on September 24. The promotion was later extended through November 5, when regular pricing resumed at 2:00 PM. WorkBuddy apologized for not notifying users of the change in time. For accounts that used DeepSeek-V4.1 Flash from November 5 at 2:00 PM through November 8 at 11:59 PM, all credits consumed during that period will be recalculated at half the regular price. WorkBuddy will automatically return the difference, equal to 50% of the credits consumed, without requiring an application. Refunds are expected to arrive within seven business days.

According to ChainCatcher, investor Duan Yongping said he still holds Tencent shares. Since late October, the Hang Seng Tech Index has rebounded, and Tencent has posted five consecutive daily gains. Duan said avoiding leverage and borrowed money, as well as buying good companies, is important. On November 2, Duan said both Tencent and Moutai were attractive. He described Moutai’s business as more stable, while Tencent has greater growth potential but also more uncertainty. Duan previously called Tencent a good company that investors should be reluctant to sell. He also said his Tencent holding is less than 1% of the company’s total shares.

Variational said on X that it has tripled open interest (OI) limits across all TradFi perpetual contracts. According to Odaily, the increase follows improvements to OLP hedging infrastructure and an expanded liquidity partner network; Variational said limits may rise further as OLP and the trading platform mature.

An Ethereum forum has published a draft EIP proposing versioned opcodes for gas repricing while maintaining backward compatibility. According to Foresight News, newly deployed contracts would use V2 opcodes and follow the gas schedules in EIP-8037 and EIP-8038, while existing contracts would continue using the previous schedule. The V2 opcode set would exclude gas introspection opcodes such as GAS and GASLIMIT; deployments that include them would revert. The draft also introduces DELEGATECALL_V2, which behaves like DELEGATECALL but fails immediately if the target contract’s code_version is below 2. The proposal is intended to allow future changes to gas costs without disrupting contracts already deployed.

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。

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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。

Grayscale认为，以太坊是稳定币、代币化这类区块链创新的头部平台。投资ETH，相当于布局这套新兴金融基础设施的成长红利。

美国中期选举结果为民主党制衡特朗普干预美联储提供了新的制度筹码。即使特朗普钦点的沃什出任主席，也难再安插足够亲信，特朗普掌控美联储、推动降息的计划面临更大阻力。

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