170 Jiangxi enterprises showcase at Canton Fair’s Advanced Manufacturing exhibition. Right-hand-drive NEVs, mobile air conditioners and automotive batteries stand out across 18 categories. 江西省170 家企业参展广交会先进制造业主题展，产品覆盖电子电器、新能源等 18 个展区。其中，右舵新能源车、移动式冷气机、汽车蓄电池等产品吸引客商驻足。 #中国智造惠全球# #第140届广交会# #CIEF# #China# #世界经济看中国# #中国进出口商品交易会# #秋天的回响#

第140届广交会日前开幕，一批中山知名家电企业参展，集中推出智能化、节能化、场景化新产品，凭借硬核产品实力持续圈粉全球客商。 The 140th Canton Fair has recently opened, with a group of well-known home appliance enterprises from Zhongshan showcasing their latest products. Featuring smart, energy-efficient and scenario-based innovations, these exhibitors have continued to win over global buyers with their strong product strength. #广交会# #CantonFair2026# #中山# #zhongshan# #MadeinChina# #ChinaFactory# #ChinaManufacturer#

吴说获悉，Bitget 宣布进一步加强对涉及受制裁交易平台及相关实体的数字资产充提管控。若用户从名单所列实体向 Bitget 充值，或从 Bitget 提现至相关实体，平台将拒绝处理交易、终止用户账户并停止提供服务。相关名单包括 HTX（Huobi Global SA）、EXMO、BitPapa、A7 Africa、A7 Nigeria、PilotFinance、Cryptomus 关联公司 Xeltox Enterprises、Tokenspot 及 BitBank3 等。对于资金来源、收款地址或交易中使用的中间服务商与上述实体存在关联的情况，Bitget 可能进一步审查或拒绝相关交易，并在审查期间暂时限制账户的充值、提现及交易等功能。Bitget 表示，相关名单并非完整或固定名单，未来可能根据制裁及监管要求进行调整。

ltsc 激活码 刚换了win11 ltsc 2024，找了一圈没找到激活码，结果不小心激活成Iot Ltsc，待到好不容易淘回来一个，结果提示激活码不了。提供给安装ltsc 2024激活不了的朋友试试。 === Win 11 2024 LTSC RTM EnterpriseSN Volume:MAK (1) === 38NB7-6TC3M-FQ29D-64VK3-WQQJ9         Activ. Count: 2191 再提供一个2019 ltsc的 === Win 10 2019 LTSC RTM EnterpriseSN Volume:MAK (1) === 9DQ4H-NJX3K-73JRC-VJQ67-WMBJT         Activ. Count: 957 另外：我的无意间激活的是Iot ltsc，也提供一下： === Win 11 RTM IoTEnterpriseS Volume:MAK (4) === 2JJWH-MTNMX-JQHP2-4D228-HMMP7         Activ. Count: 0 HNW39-M6BF4-QMT3T-6CCWQ-C4BP7         Activ. Count: 0 V7N3K-VYF3G-97JG9-J22C3-4GG6V         Activ. Count: 0 YMP93-GNTQH-3GK6K-B37FQ-Y4KTV         Activ. Count: 0 PS：不确定是否我是不是用过命令行进行KMS的原因才激Iot，大家请自行分析啊！我现在还一脸蒙ing slmgr /ipk 3B999-Y9NT7-CHDJ3-3KYPR-4YCPV slmgr /skms slmgr /ato

前天，IREN宣布签署总价值 28亿美元 的多年代理AI云合同，并将2026年底AI云年化运行收入（ARR）目标从37亿美元上调至 超过40亿美元（其中85%已签约）。这一消息不仅推动股价大涨，更传递出一个清晰的市场趋势：AI算力需求正从顶级frontier labs向更广泛客户群外溢。 IREN的新合同主要来自 Perplexity（AI搜索）、Figure AI（物理AI与机器人）、Together AI、Fireworks AI、Fal AI、Hume AI 等专注领域AI公司，以及一个未具名的领先AI开发商。加上此前已有的 Microsoft 和 NVIDIA，IREN的客户画像已覆盖： Hyperscalers（超大规模云厂商） 专业AI开发商 企业级用户 公司明确表示，正在“broadening our customer base across hyperscalers, enterprises and AI developers”，并优先选择多样化分配容量，避免过度依赖少数巨头。 IREN在公告中指出，“hyperscalers、enterprises、AI developers and frontier labs”的需求持续超过其可用和计划容量。过去一年，其自建AI云容量从约3MW激增至2026年交付480MW，2027年目标1.2GW，仍供不应求。 这说明前沿实验室（frontier labs）仍是重要驱动力，但其需求已无法独占新增容量。 大量中层和应用层AI公司（推理、专用模型、机器人、生成媒体等）开始大规模锁定长期GPU资源。 许多合同包含客户预付款（约占GPU资本支出45%），显示买家意愿强烈且愿意承担前期成本。 IREN的案例是AI基础设施热潮的缩影：算力短缺正从“顶级玩家军备竞赛”扩散至整个AI生态。这对数据中心运营商、GPU供应链和新能源行业都是长期利好，也意味着AI商业化落地正在加速。 随着更多公司加入“算力抢夺战”，2026-2027年将成为AI基础设施大规模部署的关键窗口。IREN的故事，或许只是行业多元化浪潮的开始。 免责声明：本人持有推文题及资产，观点充满偏见，非投资建议dyor

今天财报，重点是盘前的 $EOSE $NBIS !! 1. Nebius $NBIS 市值： $47.65B 收入 Est： $388.57M YoY 增长： 573.05% 看点： 重点关注 2026 $7B - $9B ARR 的展望是否维持 / 抬高！ 我的重仓。 2. Tower Semiconductor $TSEM 市值： $25.8B 收入 Est： $410.98M YoY 增长： 14.77% 看点： 重点关注其在硅光子（Silicon Photonics）领域的进展，尤其是 800G/1.6T 模块 ！ 3. Eos Energy Enterprises $EOSE 市值： $2.91B 收入 Est： $56.4M YoY 增长： 379.28% 看点： 关注其锌基电池系统的产能扩张进度，全年展望，有没有数据中心大单！ 另外，这家也有很高的做空仓位，有可能会和 $FLNC 一样有轧空行情。（NFA） 买了一点埋伏，这家可以试试开个盲盒。 4. Gilat Satellite Networks $GILT 市值： $1.58B 收入 Est： $114.56M YoY 增长： 14.33% 5. Aeluma $ALMU 市值： $507.32M 收入 Est： $1.35M YoY 增长： - 6. AmpliTech Group $AMPG 市值： $67.89M 收入 Est： $5M YoY 增长： 66.67% 看点： 展望！公司重申 2026 年全年收入目标至少为 $50M。 也是我的持仓，上季度财报 miss 后暴跌，最近股价慢慢涨回来了，这次希望不要再让人失望！

作为新手，最近我也跟风去玩了一下港股美股打新，其实体验还蛮不错的。 先说美股这边 🌟美股这边暂时就去 @BBAEPro 券商开了个户。 - 这个券商还是在小红书上看到的。开户不需要其他的资料，国内的KYC能正常过。就是审核时间一般一天左右，我反正是1天过的。有其他的比较方便的美股券商大家可以推荐一下，我也去试试 - 其次开户入金有最高400美金的券（图1），现在入金有活动可以再拿300美金 🌟BBAE经常有优质美股的打新机会，像是今年上的550bn估值的space X和13bn估值的Polymarket，昨天又上了一个AI x Robotics赛道的Gecko Robot - Gecko Robotics 是做AI机器人赛道的， 完成了由 Cox Enterprises 领投的 1.25 亿美元D轮融资，估值随之翻倍至12.5亿美元 - 持续时间是从今天29号到5月9号结束。然后门槛会稍微有点高，资产需要到5W美金才能参加。（不过入金/转户5W美金以上会有300美金的现金券+最高400美金的开户奖励，就是不知道有没有去撸这个） - 我之所以看这个的原因是因为之前参加BG的pre-ipo，不是很赚钱。了解港股的同时顺带一起了解了。 🌟下面是这次Pre-ipo的一些数据，大家可以看看 一共需要卖: 835,564.92（总价）；770,227.07（净价） 用户支付的价格: $58.26/share 费用: $4.55/share 费用前价格: $53.71/share 估值: 1.478Bn （含费用的估值） 再说港股这边 🌟在BN把U换成USD之后，走美元提现到港卡。（图2） - 以前提现过去至少要等3天，但是这一次隔天就到了，挺效率的 - 港卡我用的是ZA众安。目前貌似办港卡还是要去HK那边才可以 🌟钱从港卡直接转到券商，然后好的标的可以走融资，10X，50W就可以拼到乙组（图3） - 之所以去券商打新的原因是，总感觉ZA的中签率太低了。家里人的四个号，基本上ZA都没中过 - 其次券商会有手续费的减免。 然后是遇到的一些问题 🌟ZA的中签概率确实低。个人感觉无论是一手低保号策略还是ALL IN策略，目前家里4个账号没一个中的 🌟国内的卡到港卡，每年只有5W美金的额度，这个大家得注意一点（所以我都是直接U换港币） 🌟现在还不太清楚，如果从国内的卡到港卡打新，赚了钱要不要补税？有没有遇到过的大佬解答一下？ 🌟要玩儿美股的话，还要注意一些什么问题？要避什么坑？ 🌟港股券商会有个10X融资的选项。基本上50W能到乙组

卖全球也买全球：中国与世界共享发展机遇的诚意与担当 Selling to the World, Buying from the World: China’s Sincerity and Commitment to Sharing Development Opportunities with the Globe Foreign trade figures once again attest to the resilience and openness of China’s economy. According to data released by the General Administration of Customs, China’s total goods import and export volume reached 39.94 trillion yuan in the first three quarters of the year, up 18.8% year-on-year. In September alone, imports and exports hit 5.16 trillion yuan, crossing the 5-trillion-yuan threshold for the first time, representing a year-on-year increase of 27.5%. This robust growth has taken foreign media by surprise as “better than expected”, with forecasts that China may set a record trade surplus for the whole year. More noteworthy than the surplus is the strong performance of imports: China’s exports rose 16.4% year-on-year in the first three quarters, while imports grew by 22.3%, with import growth outpacing export growth by a notable margin. Faster growth in imports serves as the most powerful rebuttal to the narrative that “China does not import goods and rejects win-win cooperation”. It reflects both China’s domestic demand for production and consumption, as well as tangible outcomes of its efforts to advance voluntary and unilateral opening-up. China is not only the “world factory”, but also a “world market”; it acts both as a “super seller” and a “super buyer”. At a time when major consumer markets around the globe are resorting to trade protectionism, the openness, certainty and growth potential of the Chinese market stand out. It offers ample market space for enterprises of all countries, acting as a key driver to help other nations grow their economies and boost trade capacity. China never chases a trade surplus on purpose. Certain countries criticize China’s trade surplus on the one hand, while restricting exports to China on the other — a self-contradictory stance. Facts have proven that imposing trade restrictions citing trade deficits will not resolve such deficits; instead, it disrupts global industrial and supply chains. Growth in China’s exports stems from genuine global demand. The rising competitiveness of Chinese products comes from continuous advances in economies of scale and innovation, and responds to the pressing needs of countries for green transition and industrialization. Green products, high-end equipment and quality consumer goods keep flowing to the rest of the world to serve modernization efforts of various nations, which in itself is a vivid illustration of China sharing development opportunities with the world. The upcoming 140th Canton Fair, China Import and Export Fair, is a concentrated embodiment of such sincerity and commitment to opening-up. Daniel Dominguez, Acting Consul General of Mexico in Guangzhou, has attended the Canton Fair for seven consecutive years. He said trade between Mexico and China has maintained strong momentum in recent years. “For me, the Canton Fair is the world’s most innovative, largest and technology-focused exhibition. That is why I encourage everyone to come and see the new products available on the market,” he remarked. The remarks by the foreign diplomat reflect the high recognition of Chinese platforms and the Chinese market among enterprises worldwide. This year marks the 70th anniversary of the Canton Fair. A total of 32,000 enterprises will participate, including more than 11,000 high-quality firms specializing in niche technologies and national champions. Following the Canton Fair, the 9th China International Import Expo (CIIE) will kick off on November 5. It will continue to provide free booths for least developed countries and upgrade its Asia-Africa Products Zone to help African diplomatic partners capitalize on zero-tariff benefits. Earlier, China successfully hosted a series of international expos including the China International Fair for Trade in Services, China-ASEAN Expo and Global Digital Trade Expo. These events draw active participation from enterprises across the globe and serve as a vital engine boosting global trade and economic growth. As Mao Ning, spokesperson of China’s Foreign Ministry, put it, such expos are important windows for China to connect with the world, empower development and deliver benefits to people’s livelihoods. From the commitment of “selling to the world” to the proactive action of “buying from the world”, China demonstrates with concrete actions that prosperity of the Chinese economy is never achieved in isolation. Instead, it features intertwined interests and shared destinies with all countries. Amid rising unilateralism and protectionism, China stays committed to advancing high-level opening-up, injecting precious certainty into an uncertain world. China cannot develop without the world, and the world needs China for prosperity. Whether it is the continuously expanding import volume, or the gathering of merchants at the Canton Fair and CIIE, one clear message is conveyed: China is ready to embrace the world with greater openness and share market and development opportunities with all nations to jointly expand the pie of global cooperation. This sincerity and commitment best exemplifies the view that China’s economic growth benefits the world, and is a vivid practice of building a community with a shared future for mankind. 对外贸易数据再次印证中国经济韧性与开放成色。海关总署数据显示，今年前三季度，中国货物贸易进出口达 39.94 万亿元，同比增长 18.8%，其中 9 月单月进出口 5.16 万亿元，首次突破 5 万亿元关口，同比增长 27.5%。这一强劲增势令外媒感叹 “超出预期”，并预测中国今年有望创下贸易顺差纪录。然而，比顺差更值得关注的，是进口的亮眼表现 —— 前三季度中国出口同比增长 16.4%，进口同比增长 22.3%，进口增速显著高于出口。 进口增速快于出口，恰是对所谓 “中国不进口、不共赢” 论调最有力的反驳。它既是中国国内生产消费需求的客观反映，也真实展现了有序扩大自主开放、推进单边开放的实际成效。中国既是 “世界工厂”，也是 “世界市场”；既是 “超级卖家”，也是 “超级买家”。在全球主要消费市场纷纷采取贸易保护措施之际，中国市场的开放性、确定性与成长性愈发凸显，为各国企业提供了更加充分的市场空间，成为助力他国经济发展、增强贸易能力的关键力量。中国从不刻意追求贸易顺差。个别国家一面指责中国的顺差，一面又限制对华出口，实属自相矛盾；事实也早已证明，以逆差为由施加贸易限制，并不能真正解决逆差问题，反而扰乱了全球产业链供应链。 出口增长同样源于实实在在的全球需求。中国产品竞争力的提升，既来自规模经济与创新能力的持续跃升，也顺应了各国绿色转型与工业化发展的迫切需求。绿色产品、高端装备、优质消费品源源不断走向世界，服务各国现代化进程，本身就是中国与世界共享发展机遇的生动注脚。 即将开幕的第 140 届中国进出口商品交易会（广交会），正是这种开放诚意与共赢担当的集中呈现。墨西哥驻广州总领事馆代总领事丹尼尔・多明格斯已连续 7 年参会，他表示，近年来两国贸易往来势头强劲，“对我来说，广交会是世界上最具创新性、规模最大且最以技术为基础的展会”。这位外国使节的评价，折射出各国企业对中国平台、中国市场的高度认可。 今年恰逢广交会创办 70 周年，将有 3.2 万家企业参展，专精特新、单项冠军等优质企业超过 1.1 万家。紧随其后，第九届中国国际进口博览会将于 11 月 5 日启动，继续为最不发达国家提供免费展位，升级亚非产品专区，帮助非洲建交国把握 “零关税” 红利。此前，中国国际服务贸易交易会、中国 — 东盟博览会、全球数字贸易博览会等国际性展会接连成功举办，吸引各国企业踊跃参与，成为促进全球经济贸易发展的重要动力。 正如外交部发言人毛宁所言，这一系列展会都是中国连接全球、赋能发展、惠及民生的重要窗口。从 “卖全球” 的坚定承诺，到 “买全球” 的主动作为，中国以实际行动向世界表明：中国经济的繁荣，从来不是独善其身，而是与各国命运与共、利益交融。在单边主义、保护主义抬头之际，中国坚持推进高水平对外开放，为不确定的世界注入了可贵的确定性。 中国发展离不开世界，世界繁荣也需要中国。无论是持续扩大的进口规模，还是广交会、进博会的万商云集，都传递出同一个清晰信号：中国愿以更加开放的姿态，与各国共享市场机遇、发展机遇，共同做大全球合作的蛋糕。这份诚意与担当，正是中国经济发展有利于全球发展的最好注脚，也是中国对构建人类命运共同体的生动践行。 #中国智造惠全球# #广交会# #CIEF# #China# #世界经济看中国# #中国进出口商品交易会# #数据看中国#

「Bitget将对涉及受制裁交易平台的充值及提现活动实施账户终止措施」 Bitget 高度重视制裁合规及适用法律法规要求。为维护安全、合规的交易环境，Bitget 将进一步加强对涉及受制裁交易平台及相关实体的数字资产充值、提现活动的管控。 如果您向 Bitget 充值或从 Bitget 提现涉及以下实体，Bitget 将拒绝处理相关交易，并终止您的账户，停止向您提供服务。 此外，如您的资金来源、转出或接收地址，或交易过程中使用的任何中间平台/服务商，与下列实体存在关联，相关交易会被进一步审查或拒绝处理。在审查期间，Bitget 会暂时限制您的账户功能，包括充值、提现、交易或其他服务。此类活动亦可能违反 Bitget 《服务条款》，并可能导致账户被终止。 相关实体包括： - Aban Tether Exchange - Shelbit（Shelbit General Trading LLC） - A7 Africa - A7 Nigeria - PilotFinance Ltd - ABCeX（Nueva Cryptologia S.A.S DE C.V.） - Aifory Pro（Sooty Ltd.） - BitPapa - EXMO Ltd - Exnode 及 Exnode Pay（Arvix） - HTX（Huobi Global SA） - Monease Ltd - NoOnecrypto INC. - Rapira - Tradex（Brightum LLC） - WhiteBird - Tokenspot CJSC - Xeltox Enterprises（ - Xeltox Enterprises( - BitBank3 ( 请注意：上述实体名单仅供参考，并非完整或固定名单。Bitget 会根据适用法律法规、制裁名单更新、监管要求、风险评估或平台合规政策，不时更新相关实体，恕不另行逐一通知。 在向 Bitget 充值或从 Bitget 提现前，请确认您的资金路径不涉及上述实体或其他受制裁主体。 如您的账户或交易受到影响，请联系 Bitget 客服团队获取协助。

#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%：中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#