持仓
24H爆仓
BTC ETF 7D净流入
ETH ETF 7D净流入
ETH近7天通胀率
加密指数
BlockBeats 消息，7 月 5 日，The Kobeissi Letter 发文表示，AI 支出热潮正在重塑美国经济。Alphabet、亚马逊、Meta、微软和甲骨文的 AI 资本开支预计将在 2027 年升至约占美国 GDP 的 3.2%。
若这一预测实现，AI 年度资本开支将首次超过美国国防支出，后者预计明年约占 GDP 的 2.7%。仅今年而言，上述公司 AI 资本开支预计将从 2025 年占 GDP 的 1.5% 升至约 2.5%，接近约 2.7% 的国防支出占比。
这 5 家公司的 AI 资本开支预计将在 2026 年超过 8000 亿美元，并在 2027 年进一步升至创纪录的 1.1 万亿美元。这些数字「令人震惊」。
BlockBeats 消息，7 月 5 日，受美国独立日假期（7 月 3 日）影响，美国股市上周五休市一日，叠加周六周日传统市场休市时段，「链上纳斯达克」Trade.xyz 通过永续合约形式实现传统金融无法触及的连续交易与实时价格发现，提前定价周一美股韩股行情。
Trade.xyz 上热门美股标的较周四盘后涨跌不一，预计周一盘前将横盘小幅震荡，周末表现如下：
美光（MU）现报 1038.71 美元，美股周四盘后报 976.63 美元；
闪迪（SNDK）现报 1856.65 美元，美股周四盘后报 1762.011 美元；
英伟达现报 197.83 美元，美股周四盘后报 194.44 美元；
英特尔现报 124.2 美元，美股周四盘后报 121 美元；
谷歌现报 360.06 美元，美股周四盘后报 359.91 美元；
AMD 现报 537.34 美元，美股周四盘后报 519.5 美元；
SpaceX 现报 161.27 美元，美股周四盘后报 160.95 美元。
Trade.xyz 上热门韩股标的周末表现如下：
三星电子现报 210.49 美元，周五收盘报 202.35 美元；
SK 海力士现报 1623.16 美元，周五收盘报 1585 美元。
BlockBeats 消息，7 月 5 日，下周 SK 海力士在美国股市的 290 亿美元上市，可能成为有史以来规模最大的外国公司首次股票发行，但这不仅仅是为了筹集资金。更关键的是，它希望在当前全球股市最炙手可热的领域展开竞争，即用于 AI 计算的内存芯片领域。持有美光股票的 Synovus Trust 公司高级投资组合经理丹尼尔·摩根表示，市场正处于对芯片股极度狂热的时期，现在是让美国投资者参与你股票的好时机。
持有 SK 海力士股票的 Thornburg Investment Management 投资组合经理周迪表示，此次发行面向的是目前无法进入韩国股市的投资者。SK 海力士在纳斯达克上市，为投资者提供了直接、无摩擦地参与 AI 内存周期中最具吸引力的纯正标的之一的机会。(金十)
BlockBeats 消息，7 月 5 日，「字节炒股赚 3000 万」主角 Leto Bao 在 Binance 广场复盘美股投资经历已结束，其部分发言如下：
去年 8 月左右，其投资风格已转向价值投资，主要仓位配置在指数，尤其是纳斯达克 100，另有部分仓位投向其主动选择的公司，如 Google。当时他因想通过量化方式搭建数据库、回测投资策略，在拼多多购买了两块硬盘，随后发现硬盘价格持续上涨。
他表示，硬盘涨价成为其关注存储赛道的第一个信号。当时已有报告提到 AI 驱动内存涨价，而硬盘价格同步上涨。第二个信号来自其 Data Engineer 工作经历，字节跳动当时也在要求团队缩短数据生命周期，即减少数据存储时间，例如从两三年缩短至一年或半年，并删除多余数据，原因是存储资源不足。
Leto Bao 称，基于硬盘涨价、AI 存储需求和研报分析，他最初买入部分相关标的，但没有直接重仓，因为当时尚未看到实锤信号。之后他通过 13F 机构持仓发现，机构连续三个季度加仓相关方向，才开始加大仓位，并一直持有至今。他表示，自己目前仍持有存储相关仓位，并已获得较大收益。
关于经济指标，Leto Bao 称，CPI 物价指数，也是美联储重点关注的指标之一。若 CPI 较高，通常意味着通胀压力较大；若 CPI 较低，则可能反映通缩压力。美联储长期目标是将通胀维持在 2% 左右，这代表一种温和通胀环境，意味着货币缓慢贬值，同时投资、消费和信贷活动处于相对良性状态。非农数据也会对市场判断产生影响。就业过热与通胀之间存在一定相关性，但宏观经济指标之间关系复杂，并非简单的线性推导。美联储则负责制定与利率相关的经济政策，并通过政策调整服务美国经济运行。
Leto Bao 认为，CPI、非农、美联储政策和财报季都不能简单视为「噪音」，均具有一定参考意义。他提到，自己此前投资英伟达时曾忽视加息大环境，导致账户出现大幅回撤，因此宏观因素仍需要纳入投资判断。
最后，Leto Bao 建议投资应尽早开始，并尽早将资金配置到相关资产中。未来很多工作和岗位都会受到 AI 影响，因此普通人若想对冲被 AI 取代的风险，可以考虑将资金投入到 AI 相关公司中。
Leto Bao 是字节跳动前员工，被称为「字节炒股哥」。因美股投资抓住 AI 存储赛道实现大幅盈利，网传赚取约 3000 万元人民币并辞职。故事起源于他在拼多多买硬盘时发现价格异常上涨，进而研究数据存储需求并重仓相关股票。
资金费率Top
PF_DENTUSD | 2.1244%4h |
PF_TRUUSD | 2.1121%4h |
PF_CGPTUSD | 2.0168%4h |
PF_GIGAUSD | 2.0108%4h |
PF_ALICEUSD | 1.9948%4h |
$1.1M
$1.18M
$3.17M
多空比
BTC | 1.00 | |
ETH | 1.09 | |
SOL | 1.07 | |
XRP | 1.17 | |
DOGE | 0.99 |
全球指数
加密货币大数据
# | 名称 | 价格 | 24H涨跌 | 7D涨跌 | 市值 | 交易额/量 | 流通率 | 7D价格趋势线 | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $62695.5 | -0.93% | +5.03% | $1,256.44B | $12.8B 203.65KBTC |  95.5% | |||
2 | ETH Ethereum | $1779.79 | -1.16% | +13.14% | $214.61B | $24.22B 4.27METH |  ∞ | |||
3 | USDT Tether | $1 | +0.08% | +0.08% | $184.2B | $216.55M 217.62MUSDT | ∞ | |||
4 | BNB Binance ... | $584 | +0.93% | +5.70% | $79.2B | $776.17M 1.34MBNB | 67.4% | |||
5 | USDC USD Coin | $1.0007 | +0% | -0.04% | $73B | $2.35B 2.34BUSDC | ∞ | |||
6 | XRP Ripple | $1.1372 | -3.77% | +8.60% | $70.76B | $1.99B 878.08MXRP |  62.2% | |||
7 | SOL Solana | $81.21 | -1.65% | +13.45% | $47.33B | $3.85B 23.31MSOL | ∞ | |||
8 | TRX TRON | $0.3283 | +0.67% | +1.48% | $31.06B | $357.32M 1.09BTRX | ∞ | |||
9 | MVT MOTHER V... | $2.61 | +3.98% | +3.98% | $26.1B | $1.25M 491.47KMVT |  100% | |||
10 | STETH Lido Sta... | $1779.39 | -1.25% | +13.34% | $16.17B | $1.84M 1.04KSTETH | ∞ | |||
11 | HYPE Hyperliq... | $69.362 | -1.89% | +10.69% | $15.41B | $94.39M 1.36MHYPE |  22.2% | |||
12 | DOGE Dogecoin | $0.07733 | -2.28% | +5.68% | $11.41B | $912.63M 10.18BDOGE | ∞ | |||
13 | USDS USDS Sta... | $1.0005 | -0.02% | -0.06% | $10.14B | $3.19M 3.19MUSDS | ∞ | |||
14 | LEO UNUS SED... | $9.24 | +1.08% | -2.12% | $8.53B | $2.82M 298.09KLEO | ∞ | |||
15 | ZEC Zcash | $461.65 | -1.64% | +18.59% | $7.61B | $206.33M 453.88KZEC | 80% | |||
16 | WBTC Wrapped ... | $62513.1 | -1.19% | +4.95% | $7.28B | $9.62M 153.37WBTC | ∞ | |||
17 | ADA Cardano | $0.1903 | -4.71% | +32.42% | $7.09B | $1.44B 2.03BADA | 82.8% | |||
18 | XLM Stellar | $0.1997 | -6.64% | +16.83% | $6.79B | $277.4M 1.38BXLM | 68% | |||
19 | WBT WhiteBIT... | $56.977 | -0.16% | +18.38% | $6.7B | $47.99M 845.40KWBT | 29.5% | |||
20 | WBETH Wrapped ... | $1957.73 | -1.13% | +13.28% | $6.59B | $1.57M 802.13WBETH | ∞ | |||
21 | XMR Monero | $328.86 | +0.41% | +4.26% | $6.18B | $92.79M 282.00KXMR | ∞ | |||
22 | LINK ChainLin... | $7.991 | -1.88% | +10.32% | $5.98B | $99.82M 12.54MLINK | 74.8% | |||
23 | BCH Bitcoin ... | $239.9 | +3.18% | +25.47% | $4.81B | $454.92M 685.60KBCH | 95.5% | |||
24 | GRAM Gram (pr... | $1.773 | -2.10% | +14.38% | $4.8B | $243.75M 138.31MGRAM | ∞ | |||
25 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.6B | $24,229.69 24.37KDAI | ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.5B | $6.03M 3.51MTON | ∞ | |||
27 | WETH wETH | $1778.39 | -1.14% | +13.29% | $4.24B | $30.23M 17.00KWETH | ∞ | |||
28 | LTC Litecoin | $45.57 | -0.09% | +6.27% | $3.52B | $728.27M 3.56MLTC | 92.1% | |||
29 | HBAR Hedera | $0.07515 | -0.08% | +6.29% | $3.2B | $60.16M 797.99MHBAR | 85% | |||
30 | WEETH Wrapped ... | $1916.4 | +0.00% | +11.11% | $3.13B | $2,422.03 1.25WEETH | ∞ | |||
31 | CORA CONSORA | $3.1259 | -0.14% | -0.14% | $3.12B | $1.47M 472.35KCORA | 100% | |||
32 | SUI Sui | $0.7559 | -3.28% | +10.64% | $3.06B | $837.39M 230.64MSUI | 40.5% | |||
33 | AVAX Avalanch... | $6.927 | -2.33% | +9.77% | $2.99B | $363.39M 14.26MAVAX | 60% | |||
34 | USD1 World Li... | $0.9996 | -0.02% | -0.11% | $2.99B | $211.88M 211.98MUSD1 | 100% | |||
35 | PYUSD PayPal U... | $1.0004 | -0.04% | -0.06% | $2.86B | $7.98M 7.98MPYUSD | ∞ | |||
36 | CRO Cronos | $0.05999 | -2.22% | +10.72% | $2.76B | $1.27B 140.58MCRO | 46.1% | |||
37 | NEAR NEAR Pro... | $1.976 | -2.76% | +6.58% | $2.57B | $129.4M 65.58MNEAR | ∞ | |||
38 | SHIB Shiba In... | $0.0{5}4357 | -12.86% | +4.35% | $2.57B | $48.35M 11.06TSHIB | 100% | |||
39 | XAUT Tether G... | $4166.3 | -0.03% | +2.40% | $2.55B | $28.5M 5.99KXAUT | ∞ | |||
40 | TAO Bittenso... | $211.6 | -3.16% | +1.87% | $2.35B | $90.73M 425.87KTAO | 52.8% | |||
41 | DEXE DeXe | $24.281 | +3.32% | +7.42% | $2.03B | $10.43M 451.24KDEXE | ∞ | |||
42 | UNI Uniswap | $3.16 | -3.04% | +8.59% | $1.96B | $320.84M 101.47MUNI | 62.1% | |||
43 | PAXG PAX Gold | $4169.4 | -0.03% | +2.33% | $1.88B | $19.43M 4.66KPAXG | ∞ | |||
44 | M MemeCore | $1.4107 | -4.56% | +91.64% | $1.86B | $9.99M 7.09MM | 13.2% | |||
45 | OKB OKB | $80.05 | -1.66% | +2.64% | $1.68B | $107.37M 1.30MOKB | 100% | |||
46 | WLFI World Li... | $0.0598 | +5.05% | +3.21% | $1.63B | $38.77M 659.33MWLFI | 27.3% | |||
47 | HTX HTX DAO | $0.0{5}1785 | +4.95% | +5.79% | $1.62B | $58.16M 33.73THTX | 90.6% | |||
48 | ONDO Ondo | $0.3285 | -5.53% | +6.34% | $1.6B | $51.48M 156.75MONDO | 48.7% | |||
49 | DOT Polkadot | $0.8806 | -1.89% | +8.82% | $1.49B | $41.7M 47.50MDOT | 80.6% | |||
50 | MNT Mantle | $0.4386 | -3.99% | +3.24% | $1.44B | $9.91M 22.41MMNT | 53.1% | |||
51 | USDF Falcon U... | $0.9971 | -0.02% | +0.10% | $1.42B | $160,660.14 161.12KUSDF | ∞ | |||
52 | WLD Worldcoi... | $0.4037 | -8.09% | -8.25% | $1.42B | $123.47M 300.48MWLD | 35.1% | |||
53 | USDD Decentra... | $0.9997 | +0.02% | +0.03% | $1.41B | $791,495.7 791.76KUSDD | ∞ | |||
54 | JLP Jupiter ... | $3.7102 | -0.73% | +8.87% | $1.39B | $2,940.25 793.58JLP | ∞ | |||
55 | AAVE Aave | $88.51 | -1.92% | -0.02% | $1.34B | $447.81M 5.06MAAVE | 94.9% | |||
56 | BFUSD BFUSD | $0.9995 | +0.02% | -0.02% | $1.32B | $334,544.64 334.80KBFUSD | ∞ | |||
57 | SKY Sky Prot... | $0.0565 | -1.91% | +13.45% | $1.31B | $12.39M 221.72MSKY | 99.4% | |||
58 | BXID BONDXID | $0.13 | +14.56% | +14.56% | $1.3B | $53,018.28 413.98KBXID | 100% | |||
59 | MCS Money Co... | $0.2528 | +0% | +0% | $1.26B | $3,077.05 12.17KMCS | 100% | |||
60 | PI Pi Netwo... | $0.1137 | -2.41% | -10.34% | $1.24B | $7.6M 66.38MPI | 10.9% | |||
61 | ICP Internet... | $2.196 | -3.65% | +1.43% | $1.22B | $28.38M 12.84MICP | ∞ | |||
62 | BGB Bitget T... | $1.7075 | -1.45% | +4.55% | $1.2B | $21.99M 12.24MBGB | 35% | |||
63 | PEPE Pepe | $0.00000271 | -9.67% | +13.67% | $1.14B | $104.86M 38.80TPEPE | 100% | |||
64 | ETC Ethereum... | $7.126 | -2.99% | +1.43% | $1.12B | $63.1M 8.82METC | 74.3% | |||
65 | ASTER Aster | $0.6433 | -1.13% | +4.21% | $1.07B | $25.61M 39.91MASTER | 20.7% | |||
66 | WBNB Wrapped ... | $585.5018 | +1.55% | +6% | $1.03B | $4.23M 7.23KWBNB | ∞ | |||
67 | U United S... | $1.0008 | -0.01% | -0.03% | $1.02B | $26.48M 26.46MU | ∞ | |||
68 | KCS KuCoin T... | $7.212 | +0.86% | +6.90% | $986.4M | $9.32M 1.24MKCS | 68.6% | |||
69 | QNT Quant | $66.99 | -2.92% | +3.12% | $973.92M | $3.65M 54.12KQNT | 99.5% | |||
70 | USDGO USDGO | $1.0011 | -0.01% | -0.04% | $879.18M | $37,112.4 37.07KUSDGO | ∞ | |||
71 | NOX Nova X U... | $0.8733 | +1.01% | +1.01% | $876.2M | $511,253.9 590.77KNOX | 100% | |||
72 | KAS Kaspa | $0.03094 | -0.74% | +11.41% | $850.04M | $8.01M 257.32MKAS | 95.8% | |||
73 | BEAT Audiera | $2.7078 | -9.82% | +11.97% | $838.89M | $7.64M 2.72MBEAT | 30.9% | |||
74 | RENDER Render N... | $1.599 | -1.67% | +4.23% | $829.55M | $16.27M 10.16MRENDER | 80.5% | |||
75 | BNSOL Binance ... | $90.8 | -1.63% | +13.64% | $817.98M | $1.25M 13.70KBNSOL | ∞ | |||
76 | ALGO Algorand | $0.09102 | -1.09% | +5.49% | $814.52M | $23.62M 153.99MALGO | 89.5% | |||
77 | JITOSOL Jito Sta... | $104.5 | -1.88% | +14.10% | $812.07M | $183,627.69 1.76KJITOSOL | ∞ | |||
78 | ATOM Cosmos | $1.558 | -2.99% | -1.08% | $806.76M | $1.06B 9.30MATOM | ∞ | |||
79 | JST JUST GOV | $0.0925 | +2.84% | +4.68% | $789.12M | $21.66M 236.62MJST | 86.3% | |||
80 | POL POL (ex-... | $0.07342 | -1.41% | +2.48% | $784.59M | $14.82M 201.83MPOL | ∞ | |||
81 | JUP Jupiter ... | $0.2448 | +2.81% | +15.68% | $773.77M | $15.02M 62.97MJUP | ∞ | |||
82 | NEXO Nexo | $0.765 | -1.93% | +7.85% | $759.9M | $4.07M 5.31MNEXO | 100% | |||
83 | ENA ENA | $0.07923 | -2.14% | +4.42% | $755.92M | $132.2M 1.69BENA | 63.7% | |||
84 | ADI ADI | $5.8239 | +1.69% | +17.48% | $729.51M | $4.54M 780.53KADI | 12.5% | |||
85 | 币安人生 币安人生 | $0.7287 | -5.32% | +3.39% | $727.58M | $30.72M 40.25M币安人生 | 100% | |||
86 | STABLE Stable | $0.03503 | +2.78% | -4.13% | $714.56M | $10.93M 316.83MSTABLE | ∞ | |||
87 | GT Gatechai... | $6.72 | -1.04% | +2.59% | $713.33M | $1.86M 275.30KGT | 74.7% | |||
88 | GFO GoodFund... | $0.06938 | +0.04% | +0.04% | $693.4M | $20,823.58 300.51KGFO | 100% | |||
89 | PUMP Pump.fun | $0.001621 | +0.68% | +8.13% | $653.27M | $29.99M 18.93BPUMP | 40.4% | |||
90 | LBTC Lombard ... | $63500 | +0.79% | +5.83% | $651M | $72.55 0.00LBTC | ∞ | |||
91 | FIL Filecoin | $0.79 | -2.92% | +9.69% | $628.66M | $29.07M 36.76MFIL | ∞ | |||
92 | FLR Flare | $0.007034 | -1.59% | +5.66% | $609.35M | $1.84M 261.47MFLR | ∞ | |||
93 | LIT Lighter | $2.4163 | +9.26% | +36.11% | $604.93M | $31.45M 13.55MLIT | 25% | |||
94 | LSETH Liquid S... | $1997 | -0.51% | +13.14% | $566.37M | $59.53M 29.82KLSETH | ∞ | |||
95 | XDC XDC Netw... | $0.02823 | -2.19% | +1.03% | $563.62M | $4.19M 146.82MXDC | ∞ | |||
96 | VVV Venice T... | $0.1857 | +15.25% | +19.48% | $558.72M | $20.52M 1.78MVVV | ∞ | |||
97 | MXN MXN | $0.05519 | -0.28% | +0.41% | $551.8M | $60,783.52 1.10MMXN | 100% | |||
98 | SDG ShineDog... | $0.5112 | -0.01% | -0.01% | $511.19M | $76.36 149.38SDG | 100% | |||
99 | ARB Arbitrum | $0.07919 | -3.37% | +7.78% | $503.38M | $28.61M 360.95MARB | 63.6% | |||
100 | TUSD TrueUSD | $0.999 | -0.03% | -0.03% | $493.73M | $5.19M 5.20MTUSD | ∞ |