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LT 視界
@ltshijie
Independent researcher of China issues. YouTube LT視界 ➡️
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亞洲市場開盤,日本大盤跳漲4%。
習近平首試”硬碰硬”,美方警告勿玩火;中美詭異的“雙贏的表演”;川普幫魯比奧“做球”。
沒等川普到北京,習主席就認慫了。中國金融監理機構近日建議其大型銀行,暫停向五家因涉嫌與伊朗石油有關聯而遭美國制裁的民營煉油廠發放新貸款。之前信誓旦旦的「反制裁」決定,又藏起來了。
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習近平首試”硬碰硬”,美方警告勿玩火;中美詭異的“雙贏的表演”;川普幫魯比奧“做球”。
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白宮官員帕特里克·威特表示,關於比特幣戰略儲備的公告將在「幾週內」發布。不知是福是禍。
JUST IN: 🇺🇸 White House official Patrick Witt says Bitcoin Strategic Reserve announcement is coming within "weeks."
預測市場顯示,魯比奧首次領先共和黨2028總統競爭。
習近平首試”硬碰硬”,美方警告勿玩火;中美詭異的“雙贏的表演”;川普幫魯比奧“做球”。
習近平首試”硬碰硬”,美方警告勿玩火;中美詭異的“雙贏的表演”;川普幫魯比奧“做球”。
川普稱,過去24小時內,美國與伊朗進行了非常良好的會談。
Trump says US had very good talks with Iran in last 24 hours
解放軍報怕別人看到「合訂本」。
《解放軍報》稍早把2026年以前的回溯功能以及報導全部刪除,就算記錄網址也看不到了。。。😭
最新消息:SpaceX 提議出資 550 億美元,啟動特斯拉「Terafab」晶片工廠的建設。英偉達AI芯片毛利65%,會激勵更多投資湧入該行業。
JUST IN: SpaceX proposes $55 billion to begin construction of Tesla "Terafab" chip factory
美軍採取了一項令人震驚的行動:在阿曼灣,一艘懸掛伊朗國旗的「哈斯娜號」(M/T Hasna)油輪無視警告並試圖突破海上封鎖,隨後被美軍擊毀了操舵系統。一架隸屬於「亞伯拉罕‧林肯號」航空母艦的F/A-18戰鬥機使用20公厘口徑機砲開火,使其舵機徹底癱瘓。
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JUST NOW: In a stunning move, U.S. forces disabled the Iranian-flagged M/T Hasna oil tanker in the Gulf of Oman after it ignored warnings and tried to breach the naval blockade. An F/A-18 from the USS Abraham Lincoln used 20mm cannon fire to disable its rudder.
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美國中央司令部(CENTCOM)宣布,美軍已使一艘懸掛伊朗國旗的原油油輪-「哈斯納號」(Hasna)機動油輪-喪失行動能力;當時該船正試圖突破封鎖,駛往伊朗港口。在美軍對「哈斯納號」發出反覆警告之後,一架從「亞伯拉罕·林肯號」航空母艦(CVN-72)起飛的美國海軍F/A-18E/F「超級大黃蜂」戰鬥機,使用其20毫米口徑機砲擊毀了該船的船舵。
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U.S. Central Command (CENTCOM) has announced that U.S. forces disabled an Iranian-flagged crude oil tanker, the motor tanker Hasna, as it attempted to breach the blockade and proceed to an Iranian port. Following repeated warnings issued to the Hasna by U.S. forces, a U.S. Navy F/A-18E/F "Super Hornet" launched from the USS Abraham Lincoln (CVN-72) and utilized its 20mm gun to disable the ship's rudder.
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多名舉報人爆料稱,Axios與金融內部人士串通發布市場敏感信息,包括指控芝加哥商品交易所(CME)的訂單信息在市場開盤和收盤前通過電話洩露,以及原油空頭頭寸據稱在Axios報道可能的美伊協議和“14點協議”之前建立。伊朗政治分析家穆罕默德·馬蘭迪也指控與美國總統唐納德·J·川普關係密切的史蒂夫·威特科夫等人參與了此事。
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BREAKING: Claims are circulating from several whistleblowers alleging that Axios coordinated market-sensitive reporting with financial insiders, including accusations that CME order information was shared by phone before market open and close prints, while crude oil short positions were allegedly placed ahead of Axios reports on a possible U.S.-Iran deal and a “14-point agreement.” Iranian political analyst Mohammad Marandi also accused figures close to President Donald J. Trump, Steve Witkoff, and Jared Kushner of profiting from what he described as false reports surrounding negotiations with Iran. No evidence has been publicly presented to support the allegations, and Axios has not publicly responded to the claims.
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川普:伊朗問題永遠不會設定最後期限,協議一定會達成,但不會設定最後期限。
TRUMP: NEVER A DEADLINE FOR IRAN, THE DEAL WILL HAPPEN BUT NOT SET A DEADLINE
俄羅斯外交部敦促各國從基輔撤離外交官。莫斯科警告稱,如果烏克蘭擾亂5月9日勝利日閱兵式,俄羅斯將打擊烏克蘭首都的決策中心。普京還是擔心閱兵示被炸。
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JUST IN 🔴 Russia's Foreign Ministry is urging countries to evacuate their diplomats from Kyiv. Moscow warned it will strike decision-making centers in the Ukrainian capital if Ukraine disrupts the May 9 Victory Day parade.
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川普總統回擊記者關於伊朗為何拒絕接受與美國達成的協議的提問。記者:“伊朗拒絕接受協議。你現在似乎很樂觀……現在的情況與以往看似即將達成協議的情況有何不同?” 川普:“你為什麼說他們拒絕接受協議?你並不知道。你不知道發生了什麼。”
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NOW: President Trump fires back at a reporter asking why Iran has refused to accept a deal with the U.S. REPORTER: “Iran has refused to submit. You seem optimistic now... What’s different about this moment now than in others where a deal has seemed close?” TRUMP: “Why do you say they refused to submit? You don’t know that. You don’t know what’s going on.”
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五名共和黨州參議員在初選一夜之間因與川普意見相左而落敗。總統支持挑戰者對抗那些反對他提出的印第安納州選區重劃方案的議員……結果大多數挑戰者都以兩位數的差距落敗。這些通常低調的州級選舉演變成了一場耗資數百萬美元的政治鬥爭,吸引了全國的關注——也顯示出川普對共和黨的掌控力仍然強大。在川普支持的七場選舉中,廣告支出總計近1,200萬美元。
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Five Republican state senators ousted in one primary night after crossing Trump. The president backed challengers against Indiana lawmakers who opposed his redistricting plan for the state… and most of them went down by double digits. What are usually low-profile state races turned into a multi-million-dollar political fight, pulling in national attention — and showing how strong Trump’s grip remains on the party. Nearly $12 million was spent on advertising across the seven races where Trump-backed challengers took on sitting state senators, with the bulk of that spending coming from outside groups aligned with the president and targeting the incumbents.
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XAI:與Anthropic建立新的運算合作關係。
XAI: NEW COMPUTE PARTNERSHIP WITH ANTHROPIC
《華爾街日報》報道稱,儘管受到美國制裁,中國仍在向俄羅斯和伊朗供應越來越多的無人機零件。文章指出,這些無人機零件,例如電池、光纖電纜和晶片,由眾多受制裁影響較小的公司銷售。
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Wall Street Journal reports that China supplies Russia & Iran with more & more drone components despite U.S. sanctions The article says the drone components, such as batteries, fiber-optic cables and chips are sold by a myriad of small companies with little exposure to sanctions
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SpaceX公司計劃斥資550億美元啟動埃隆·馬斯克位於德克薩斯州的新半導體生產設施Terafab的建設。如果該項目後續階段得以完成,預計總投資額可能增加至1,190億美元。
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BREAKING: SpaceX is proposing to spend $55 billion to begin construction of Terafab, Elon Musk's new semiconductor production facility in Texas. The estimated total capital investment could rise to $119 billion if additional phases of the project are completed.
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澤連斯基表示,匈牙利已歸還了3月被匈牙利安全部門扣押的屬於烏克蘭奧沙德銀行的資金和貴重物品。
Hungary has returned funds and valuables belonging to Ukraine’s Oschadbank that were seized by Hungarian security services in March, Zelensky said.
突發:Anthropic 的 IPO 前估值飆升至創紀錄的 1.2 兆美元,7 天內又上漲了 20%。根據鏈上 IPO 前交易數據,自 2025 年 10 月以來,Anthropic 的隱含估值已累積上漲 900%。在 Jupiter 平台上交易的 IPO 前工具,由特殊目的實體 (SPV) 1:1 擔保,可即時反映該公司的隱含 IPO 估值。目前,Anthropic 的估值比 OpenAI 的 IPO 前隱含估值高出約 20%。如果 Anthropic 最終以 1.2 兆美元的估值上市,其未來發展前景將更加光明。
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BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.
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