Last Notes
OMG
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#funny #epicfail #fail #meme #fun #relax #smile #dontworry #behappy -> followMe
Before you get married , vet the woman.
Make sure she has no connections to Israeli intelligence.
Stay safe Goyim!
#华尔街见闻
据[央视新闻](https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=11460069711356785906&channelId=1119&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D11460069711356785906%2526channelId%253D1119%2526toc_style_id%253Dfeeds_default),当地时间7月20日,白宫发布公告称,美国将对加拿大部分产品额外加征50%的从价关税,以应对“加拿大在汽车及汽车零部件贸易方面对美国采取的歧视性措施”。
据称,新关税将自美东时间8月19日凌晨00时01分起生效,并将在现有相关关税、税费及其他收费基础上叠加征收。
美国官员在与媒体举行的电话会上表示:
> “通过这一举措,特朗普总统正在为美国关键出口产品——包括汽车、酒类和乳制品——创造更加公平的竞争环境。”
美国总统特朗普当天签署了三项公告,不同类别的加拿大商品将分别被征收关税,涉及的商品范围从葡萄酒、冰球球杆到水泥等;不适用于能源、钾肥和关键矿物等。
一位官员称:“加拿大必须为这种持续存在的歧视性做法承担责任。”
## 加拿大安大略省省长敦促采取反制措施
加拿大安大略省省长道格·福特(Doug Ford)立即敦促加拿大采取反制措施。福特在社交平台X上发文表示:
> “如果这些关税最终实施,加拿大就应该以关税还击关税、以美元还击美元”
福特此前一直主张,加拿大应针对美国已实施的其他关税措施采取更强硬的报复性反制。
## 美加摩擦不断升级
随着特朗普大规模加征关税的政策持续推进,以及公开表达对美国、加拿大和墨西哥三国贸易协定的不满,美加这一长期盟友和重要贸易伙伴关系日益紧张,双方摩擦不断升级。
本月早些时候,特朗普政府宣布将不再续签《美国—墨西哥—加拿大协定》,而是启动一系列年度审查程序,为这项贸易协定的未来蒙上阴影。
上周,特朗普还猛烈抨击加拿大,指责安大略省西北部持续蔓延的野火导致美国大片地区空气污染严重。
特朗普声称,这一问题已给美国造成数十亿美元损失,并在其社交平台Truth Social上发文称,这些成本“必须计入加拿大目前正在支付的关税之中”。
不过,在周一与媒体的电话会上,一位特朗普政府高级官员明确表示,此次新宣布的对部分加拿大商品加征50%关税与野火问题无关,但补充称,特朗普“已要求相关部门就此提出应对方案”。
## 本次关税授权此前从未被动用
这些关税依据《1930年关税法》第338条实施。其赋予美国总统权力,可对被认定存在歧视美国行为国家的商品征收最高50%的关税。
这一鲜为人知的关税授权长期以来几乎从未被动用。
美国科文顿·柏灵律师事务所律师John Veroneau和Catherine Gibson在2016年的一篇文章中写道,第338条“数十年来一直处于闲置状态”。他们还表示,自1949年以来,没有发现任何与第338条相关的公开记录。
风险提示及免责条款
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。
https://wallstreetcn.com/articles/3777501
#华尔街见闻
13G报告显示:英伟达对Nebius Group NV持股9.3%。
https://wallstreetcn.com/livenews/3137106
#华尔街见闻
AMD对英伟达数据中心GPU垄断地位的挑战,正从低价替代策略转向定价权叙事。
[华尔街见闻提及](https://wallstreetcn.com/articles/3777486),7月20日,微软将在其Azure云平台上部署AMD的Helios机架级解决方案,用于驱动前沿模型AI推理工作负载。
**Futurum Group估计,在与微软达成的迄今最全面云合作协议中,Helios机架级AI系统以高于英伟达Rubin约40%的售价获得微软全栈采购**,标志着AMD在AI基础设施市场的竞争逻辑出现了根本性转变。
微软将在Azure上部署Helios用于前沿AI推理,同时引入第六代EPYC Venice CPU虚拟机系列及Pensando DPU。这是AMD首次在单一云客户中实现"GPU+CPU+网络"的全栈落地。
周一芯片板块情绪回暖,叠加AMD本周晚些时候将举行大型产品发布活动,AMD股价一度大涨超5%,尾盘涨幅回落,收至1.58%。

## 比Rubin贵40%却照样卖
此次交易中一个易被忽视的数据是价格。
**据全球性技术研究和顾问公司Futurum Group估计Helios售价在500万至550万美元之间,高于其对英伟达Vera Rubin 350万至400万美元的估价。**
Helios每个计算托盘配备四块Instinct GPU,由单颗EPYC CPU驱动,并搭载多达12块Pensando网络芯片。
**AMD数据中心负责人Forrest Norrod称其核心优势在于"最佳总拥有成本和最低每词元成本"。**
**交易并非仅止于GPU。**亚马逊Azure将新增两个基于第六代EPYC Venice处理器的虚拟机系列,并在AI后端网络和部分服务中部署Pensando DPU。
这意味着AMD在微软云中的角色,正从"GPU供应商"升级为"综合AI基础设施提供商"。
巴克莱近期将AMD目标价从500美元上调至665美元,认为其CPU上行空间在三家主要芯片股中"最未被充分定价"。
**该行预测AMD 2027年CPU收入将达约290亿美元,仅CPU一项到2030年可贡献约19美元每股盈利。**
## 产品周前的催化剂矩阵
微软的加入使AMD的Helios客户矩阵进一步加密。
此前Meta已承诺6吉瓦GPU部署,OpenAI、甲骨文和印度TCS亦作出重大承诺。**AMD称全球前十大AI公司中已有八家在其Instinct GPU上运行工作负载。**
从财务数据看,2026年Q1数据中心营收同比增长57%至58亿美元,公司计划2027年起实现数百亿美元数据中心AI营收,其中大部分来自Helios。
**Futurum Group分析师Daniel Newman认为AMD有望将数据中心GPU市场份额从当前的4.5%提升至20%-25%,"这意味着数千亿美元的营收规模"。**
芯片板块周一整体反弹提供了有利的情绪背景。而本周产品发布的预期进一步强化了这一叙事,市场关注苏姿丰是否会给出更激进的2027年Helios出货指引。
## 推理时代,软件或是护城河
硬件层面AMD已逼近甚至部分超越英伟达,但软件仍是关键变量。
[华尔街见闻提及](https://wallstreetcn.com/articles/3776842),**此前半导体研究机构SemiAnalysis高度评价英伟达在vLLM推理引擎上的性能优化,同时指出AMD在部分模型支持上仍有明显差距。**
在软件层面,英伟达推出的Dynamo分布式推理框架将vLLM深度集成,专门针对MoE模型实现了预填充与解码分离(Disaggregated Serving)、高效KV缓存传输以及双批次重叠等优化。
**这套框架在NVL72上能够充分发挥硬件潜力,而AMD方面目前仍主要依赖标准vLLM与DISAGG版本,针对超大MoE模型与宽并行场景的深度优化尚未跟上。**
英伟达凭借二十年CUDA积累、主流框架优先适配及TensorRT等优化库构建的软件壁垒,在推理时代仍形成持久竞争优势。Counterpoint Research分析师Neil Shah同样指出:
> 关键在于软件和优化,英伟达凭借CUDA拥有更为成熟庞大的生态系统。
Newman提出的问题更为尖锐:
> AMD的胜出究竟源于技术领先,还是仅仅因为算力供应如此紧张,只要能造出来就有人买?
在产品周来临之际,Helios能否在定价、性能、生态三个维度同时说服市场,将决定AMD究竟是真正撼动了英伟达的地位,还是仅在供应紧张期分到了一杯羹。
风险提示及免责条款
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。
https://wallstreetcn.com/articles/3777498
HAHAHA
https://www.barnorama.com/wp-content/uploads/2020/03/Gun-Fails-18.gif
#funtime
Dingo
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If your friend said he supports Argentina, block that person and hide.
That is not your friend, it is Benjamin Netanyahu!
📢 美国最新研究发现,专门提供美军官兵使用的行动应用程式(App)存在供应链安全风险。研究团队分析220多款锁定美军族群设计或行销的App后发现,超过八分之一内含来自中国、俄罗斯等外国企业的第三方程式码,其中部分更涉及美国国防部列为网路安全对手国家的软体元件,可能增加美军人员位置、活动轨迹及敏感资讯遭搜集的风险。
🔗 https://www.rfi.fr/cn/%E4%B8%AD%E5%9B%BD/20260720-%E7%BE%8E%E7%A0%94%E7%A9%B6-%E4%B8%BA%E7%BE%8E%E5%86%9B%E8%AE%BE%E8%AE%A1%E7%9A%84app-%E6%9C%89%E6%9D%A5%E8%87%AA%E4%B8%AD%E5%9B%BD%E5%92%8C%E4%BF%84%E7%BD%97%E6%96%AF%E8%BD%AF%E4%BD%93%E5%85%AC%E5%8F%B8%E7%9A%84%E7%A8%8B%E5%BC%8F%E7%A0%81
——
RFI 华语 - 法国国际广播电台 实时更新|非官方 (
[email protected])
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https://mas.nzcow.com/@rfichinese/116954559446311344
📢 匈牙利政府周一宣布,将对中国汽车制造商比亚迪的一笔大型外资项目展开调查。该项目是由该国一位前外交部长西雅尔多促成的,该部长上周辞去议员职务。
🔗 https://www.rfi.fr/cn/%E4%B8%AD%E5%9B%BD/20260720-%E5%8C%88%E7%89%99%E5%88%A9%E5%B0%B1%E5%89%8D%E5%A4%96%E9%95%BF%E5%85%A5%E8%81%8C%E4%B8%AD%E5%9B%BD%E6%AF%94%E4%BA%9A%E8%BF%AA%E6%B1%BD%E8%BD%A6%E9%9B%86%E5%9B%A2%E4%B8%80%E4%BA%8B%E5%B1%95%E5%BC%80%E8%B0%83%E6%9F%A5
——
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https://mas.nzcow.com/@rfichinese/116954559268699202
ᓚ₍ ^. ̫ .^₎
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#FelineForever 🌟🐱
When new npub/pfp? Been on this lame dog one way too long
Was meant to be ironic that I quote posted, but got a nice fight out of it 🍿
【夏鸽鸽不想起床 - 精灵村 普莉希拉】
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#萌萝社 #COS #写真 #Coser
因为我看到一个地名就想去查那个地方在哪里,对着地图想象角色如何行动,所以汤喜欢画地图的习惯对我十分友好
——
转生也无法成为水母 (
[email protected])
https://m.otter.homes/@tomori/116954555762523643
说到穿越回古代没有抽水马桶这个问题,很久以前我网上认识一个古汉语研究的老师,他说自己一直很想写穿越小说,但是卡在了第一关:古代没有推广普通话,现代人主人公穿越回去听不懂古人说话,ta 上哪去学古代河南话呢?
因为这个问题一直没有解决方案,他的穿越小说一直无法动笔……
——
云五 | 古希腊消灭内耗的神 (
[email protected])
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https://go5.dev/@yun5s/116954551109543931
汴河亭/唐・许浑
广陵花盛帝东游,先劈昆仑一派流。
百二禁兵辞象阙,三千宫女下龙舟。
凝云鼓震星辰动,拂浪旗开日月浮。
四海义师归有道,迷楼还似景阳楼。
——
唐诗宋词 (
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https://m.cmx.im/@cnpoem/116954549871640498
还是搞自己的oc(……)顺,选择肢少了很多(……
——
(21/23+10)🥺产品酱从情人节一直大麦到立秋 (
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**New Metal Alloy Is up to 10 Times Stronger Than Structural Steel**
By Purdue University - Published on 20 July 2026
A cobalt aluminum nanolaminate has shattered the usual tradeoff between strength and flexibility, emerging up to 10 times stronger than structural steel without becoming dangerously brittle. Jet engines demand materials that can survive tremendous heat and force without bending, cracking, or slowly losing their shape. The strongest candidates, however, often come with a major weakness: [...]
Read more: https://scitechdaily.com/new-metal-alloy-is-up-to-10-times-stronger-than-structural-steel/
#tech #research #science #discovery #Technology #MaterialsScience #Metal
📰 To Read...
🔖 Title: Jello Lamp Freezes the Soft Wobble of Gelatin Desserts into 3D Printed Sculptural Table Light
🗓️ Published: 2026-07-21T01:01:00+03:00
📄 Summary: MAJU artfully transforms the delicate, fleeting forms of jello and balloon sculptures into stunning sculptural table lights. Using plant-based 3D printing technology, these lights feature softly scalloped, translucent surfaces that beautifully mimic the gentle wobble of gelatin desserts. This innovative approach blends art, design, and sustainability, offering a fresh perspective on lighting aesthetics.
🔗 https://www.designboom.com/design/jello-lamp-freezes-the-soft-wobble-of-gelatin-desserts-into-3d-printed-sculptural-table-light/
🗞️ Source: designboom | architecture & design magazine
💓 #SustainableDesign #3DPrinting #SculpturalLighting
📰 News Alert...
🔖 Title: Bitcoin Defies Recent Tech Stocks Sell-Off. Are Bulls Eyeing a $70K Rally?
🗓️ Published: 2026-07-21T01:00:00.000Z
📄 Summary: Despite a muted sentiment in derivatives markets, Bitcoin is showing signs of strong decoupling from traditional tech stocks. Coupled with strategic cash raises, this positions Bitcoin for a potential upward rally targeting $70,000. Investors are watching closely as these factors could pave the way for renewed bullish momentum in the cryptocurrency space.
🔗
https://s3-images.ctmedia.io/media/article-covers/bungee-jumping-bitcoin-1.jpg
🗞️ Source: CT Media
💓 #BitcoinRally #CryptoMarkets #InvestmentInsights
⚡ 958933 ⚡
Para mim nem precisa escrever isso numa camisa...devia ser algo normal com criança NÃO ser uma forma de amor
Agora me proibir de entrar? Que porra é essa?
Deve ser eu o problema e não os pedófilos
#nevent1q…hpr3
https://i.nostr.build/40db8LenbHA6Kt95.jpg
Tbf, she averaging good OPs, sometimes the only content on this dead pos platform
⚡ 958933 ⚡
Para vc o padre pedófilo Júlio Lancelotti não é pedófilo?
Não existe padres com varias acusado de vários atos de pedófilo, em varias crianças em vários lugares diferentes? Que a resposta da igreja é "vamos deixar isso pra lá, vamos arquivar isso"
Pq o padre pedófilo Júlio Lancelotti não foi expulso da igreja? Pq demorou tanto tempo para ele ser afastado de ser "cara de igreja"🤔🤔🤔🤔
Pq tem igreja que me proíbem de entrar com uma camiseta escrita " com criança NÃO é uma forma de amor"🤔🤔🤔🤔
#nevent1q…sahd
I'm sure they're numerous and covered with old tp shreds
Correct. Not to you anyway..,not you
this is so much better than a stupid overpriced codex keyboard
https://blossom.primal.net/13604341af2c0162b4bcf2971058e8e49297344d01e774f61869764994b40a6c.jpg
Do better, mouthy b...
https://i.nostr.build/NEudsxfzSPWthrfE.jpg
I have this on standby, for just such an occasion
https://i.nostr.build/cShfrPAWChrB0zOO.gif
@board
请问有象友想要参加GMTKGameJam吗o o
本人是个2d unity程序 有三次gamejam带队经验
目前在国内 但是作息比较阴间 每天工作时间大概是下午到凌晨4-5点
已有一个2d美术(英国时区
还需要一个unity程序和音效
音效最好会编曲和音效
2d美术也可以再来一个
最好有gamejam经验 没有也没关系
策划可以等主题公布一起讨论出一个最合适的
挺久没有做游戏了加上是比较短的gamejam 所以可能偏向做比较简单的游戏 不然按照上次的经验可能真的来不及做完(
需要7月22-7月27日这几天时间充足
——
沙砾喵 (
[email protected])
Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqyqhpgcpnw8htlsvaewm4mzsw8ualvmyvt2wamstg06t7664m95nmjept50x
https://m.cmx.im/@wupupu/116954492924953107
A body in the ocean stays in the ocean
-- Scarface
I do what I want 😎. Although my replies far outweigh my posts.
I don't know how this is the first time I've seen the resemblance.
https://idiotbox.blossom.band/8a029bef6699b078619bbdb8b32b35d39d5a795be1177b033581b2e5b42e004f.mp4
💯
https://v.nostr.build/uWk76ghZyI8rHWrE.mov
📰 **In this week's issue:**
🗞️ **BREAKING**
What Happened This Week In The Nostr World
You probably still think Nostr is just another decentralized Twitter clone that peaked in early 2025. The W3C Nostr Community Group just published did:nostr v0.1.0 as an official draft report—with over 30 implementations already in the wild. But that's only half the story. While centralized platforms stumbled through global outages, the protocol quietly finalized three major NIP updates in five days. Yet here's what nobody's telling you: the most ambitious proposal of the bunch—the one that was supposed to bring Signal-level encryption to Nostr—has already been replaced. And the window to understand what's actually happening is closing faster than you think.
https://image.nostr.build/e24db3dfe9d6a4b52a81e7109a34998108074d024766ae9888edd657cfc0e300.jpg
✍️ Author: NM team
🔗 https://nostrmag.com/article/w29nostr02
📈 id#991735005
I hope she has a big house 😂
https://cdn.nostrcheck.me/2bb24678864f40550f7c96be54cc303a4c92e88871923b5edf5b510da2b29112.webp
Tonight's playlist is some Manly P. Hall 🥰
https://youtube.com/@mentalexercise8240
👀 ⚾ Red Sox keep rolling (13 straight wins) as they host the Orioles (7 straight wins). Christopher Sanchez (2.62 ERA) faces the Dodgers for the first time since the 2025 NLDS. Freddy Peralta (4.66 ERA) returns to Milwaukee for a showdown vs Jacob Misiorowski (1.62). And the Marlins try to snap a 6-game skid vs a pitcher making his first start since Tommy John surgery last May. #MLB
#Sports 🌐 #PREDYX
You're not right, despite being right.