2026-07-17T01:39:55Z https://nostr.ae https://nostr.ae/npub1qqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqzqujme https://nostr.ae/r/nostr.hekster.org/intent:nostr.hekster.org/admin@hekster.org https://nostr.ae/nevent1qqs27xl8zzgllg0plqjs0j5sal4grjnjrutkaamapuhpyeaznrhu6qcpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygy0k9qtf6xaa7tuujuzr5j8y79p5s6nxcnz8ajqy9yykde0jjqqpsvfp8fl In reply to <a href='/nevent1qqsy9mw8dufh7s7k3tmufvusk6c4ngw0vt5agdrysyf3ajqn0apyfpcwlw5z2'>nevent1q…w5z2</a><br/>_________________________<br/><br/>If you can, go ahead 😂 2026-07-17T01:39:55Z https://nostr.ae/nevent1qqsrqg092s9veyhwxfhlxu42jd49jk0j9gxfey696wxzmfpp33a266spgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygxdanp3cmv5qm56044sqe6p92nxrkwnrjqrtslavhqxxqw3etpmjgsq8uwp In reply to <a href='/nevent1qqsqvhr3zcnaspkdz8mqmwa05pjgkjaf84sj5sppn50pfu3gt4hsk5spp4mhxue69uhkummn9ekx7mq29zgaw'>nevent1q…zgaw</a><br/>_________________________<br/><br/>Oui 2026-07-17T01:36:23Z https://nostr.ae/nevent1qqs9258zn4dgqgn474he6ttcfp9fkmrpzny0v03nuluphj0nvz44ngqpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg8kfrvj8zj9g8qsz303rkzn93ffpzdl5g7qzlqmjkw9cfkcyrtmhy74efdf In reply to <a href='/nevent1qqsr2ej896y884x6ezf9h5dumls8wapwyxt2f07ecuznlfwnnxm5pngupl8dy'>nevent1q…l8dy</a><br/>_________________________<br/><br/>a bargain 2026-07-17T01:36:09Z https://nostr.ae/nevent1qqs2yu3hfkdm5w42zzs7qksnpg7p82yh4jllaknn3qxm4hcsgjjctvgpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygxjssfhzgt3cvlpzl2t6zfs4szm93gmxr4nqg003483yvls9jg29vqnqva0 In reply to <a href='/nevent1qqsfe3d7udxf3yd2vphtcnyhsj34dvk07httvyfdf34p29nyptj500qpz4mhxue69uhkzem8wghxummnw3ezumrpdejqk6d7re'>nevent1q…d7re</a><br/>_________________________<br/><br/>Cunthead? 2026-07-17T01:30:39Z https://nostr.ae/nevent1qqsy0rsyklk3wc7htvxx9pa9e5v6rp4g335hukt0vscxtrlr5axct4spgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg9s8jptwt5ujuen3dfjgz8263dywkw29h5ph6jtgdlpvkwgfy487gky73z3 In reply to <a href='/nevent1qqsrev5f3sfk7fcln0vltjsv7xkr6a9s90246qku58ml0wcw32w5rrspzemhxue69uhhyetvv9ujumt0wd68ytnsw43z75jyjqd'>nevent1q…yjqd</a><br/>_________________________<br/><br/>Kinki* 2026-07-17T01:28:20Z https://nostr.ae/nevent1qqsfcrstmcq82qtscwmms7xtpulnwuh32d2fxqfh9nk7wk5npnnwr8spgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygx9kc6qk2w386kn7939mnjh2yw6h4h0e77f9x64gna654jfjn237v33naym In reply to <a href='/nevent1qqs0yxd689tmlkzgqhlyad4ytf8dc0jmf87hd3kuu7h8cu5qw99cxsspz9mhxue69uhkummnw3ezuamfdejj798s49x'>nevent1q…s49x</a><br/>_________________________<br/><br/>It&#39;s crazy that Pringles doesn&#39;t have a molecule of potato in it. 2026-07-17T01:25:32Z https://nostr.ae/nevent1qqsry2zqysj73kf57qgq9w768yguad802dtgw90976epel8xqwh3xfgpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygya5ad37n3lttyh0847e5nu4qpjkf3j8z0p7q8gl844an2q7fxud54xy34z In reply to <a href='/nevent1qqsy2emrshy29u872eegerx7u3zwmfg3q6g7k5h0z75qdvxmtg3vlyqpzemhxue69uhhyetvv9ujuerfw36x7tnsw43z7fh7ktq'>nevent1q…7ktq</a><br/>_________________________<br/><br/>Not aurora. Cloud phenomenon. Can&#39;t remember the name though 2026-07-17T01:25:22Z https://nostr.ae/nevent1qqsqkcg4kf9jheke8lhxtdrzxjs8mnx4k9scv48qvztyajslp2sal0gpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygrac9nhzyhst6h5j4rcqe2rk8qqdn3j2uncu543ex4l7ce8pmtsful69wuy リファクタリングつらい<br/>目に見えた変化が分かりづらいから 2026-07-17T01:23:48Z https://nostr.ae/nevent1qqswgr5mz03e5guy9az57qstvpx3fezx68ceavhtpyjltau2xwvre9qpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg9g69tq66ny04gpdxgkwfr0ydand7cj87y3dr76z8w8gdfnlmr6pq469jap In reply to <a href='/nevent1qqs070mpafv8xs8m68xuulexpahvng4pse3gzr8p7va8u4qgsd3kvqcpzamhxue69uhhyetvv9ujuurjd9kkzmpwdejhgtc6awyps'>nevent1q…wyps</a><br/>_________________________<br/><br/>Also #Primal is CANCER for #Nostr! They make money but can&#39;t keep things like a Blossom server working. 2026-07-17T01:21:31Z https://nostr.ae/nevent1qqstuddpsq43vrdxgu7t0xn9kh3vg62cdzfgjmzkdjhdeg5uq7qjrrqpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygy0k9qtf6xaa7tuujuzr5j8y79p5s6nxcnz8ajqy9yykde0jjqqpsn2nxq3 By the current estimate, we develop and maintain over 20 separate services just to have nostr.build online and work for all of our customers, free or paid ones. I love the enthusiasm about self hosting, but if you want to do it at any scale that is beyond 5 people, it’s a lot of dedicated time and work. 2026-07-17T01:17:57Z https://nostr.ae/nevent1qqs9r2xc4swmkhqkt3c7na4hmxf7dasp0sjzyk2ewnqu7kse9a7wduspgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg9j9lh33jl4a66a09z3a7wyek3gal28lfu552786pzftn93hwnwru855wc2 Who the fuck thought allowing the sale of voter registration data was a good idea in the first place? 2026-07-17T01:18:17Z https://nostr.ae/nevent1qqszhdmldwr7htwvq3qa3mxklu2q0c3w6pltaqea3eyft8zmkxdjk7qpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqgcejh8pw9qmey9g85ga9el48se02gs4zfwt03z6gsk7wnukmjkgqqvtu3 喜鹊<br/> <img src="https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/932/648/820/337/667/original/cd5a7bac1298dbc7.jpeg"> <br/> <img src="https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/932/648/842/126/643/original/c5555620d725a7ce.jpeg"> <br/> <img src="https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/932/648/853/230/863/original/ed344827ce1ed1fb.jpeg"> <br/> <img src="https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/932/648/875/262/849/original/6b98420a1e061c78.jpeg"> <br/><br/>——<br/>massacre (wanderingspirit@mastodon.social)<br/>Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqypg5ufh0nwsq03uhqahez5rjs4s0cvs7jakgjjaa33t907jxmav5wvx48ul<br/><a href="https://mastodon.social/@wanderingspirit/116932648783472928">https://mastodon.social/@wanderingspirit/116932648783472928</a> 2026-07-17T01:15:52Z https://nostr.ae/nevent1qqsfyeh54w7uqg3mf0wvdq7qkuv7th9qzj9kh470p0tv6hrz63xe26qpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqgcejh8pw9qmey9g85ga9el48se02gs4zfwt03z6gsk7wnukmjkghh2naq 今天调休了，但是把眼镜忘在办公室了，只能带家里的旧眼镜了。看不清啊，好不舒服。<br/>——<br/>小哑。 :verified: (xiaoya7@nofan.xyz)<br/>Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqypc0l9606aashna59t4gt547nh3m70tsmgx2qk0j2ta85ygzcfhhvkk2q3s<br/><a href="https://nofan.xyz/@xiaoya7/116932640191200071">https://nofan.xyz/@xiaoya7/116932640191200071</a> 2026-07-17T01:15:51Z https://nostr.ae/nevent1qqsg7ty0e6h9ufugevemt3hyenc6ng9fl2pykqezqldtxmtwx20es6qpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg92flyxvh6kjm3nmdlp54ew8v84k0tptqmmpumzmjcusp5tpxx8kse9ctmk Bitcoin price: $63945, Sats per USD: 1564 2026-07-17T01:15:51Z https://nostr.ae/nevent1qqsqyd9u6s2sdveqaq70ej94fet0x48us7a0t4vsu866k2p04j7tu7cpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqgcejh8pw9qmey9g85ga9el48se02gs4zfwt03z6gsk7wnukmjkgg6rhte 其实初衷是因为我不懂穿搭，瘦了应该能拯救一下，就算T恤配短裤，有运动感总好过肥胖感。一开始是这么想的。<br/>——<br/>阿汤哥迷妹-臭屁腐乳🐷 (x3xlll@wxw.moe)<br/>Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqyzjz3pvxhglxy7dd3lunglhqevdr9ptf36qcsldw9vj4wnz2cvq25d87y38<br/><a href="https://wxw.moe/@x3xlll/116932637131637794">https://wxw.moe/@x3xlll/116932637131637794</a> 2026-07-17T01:15:51Z https://nostr.ae/nevent1qqsyvket3cd6w50lkq4a077t3gzh8aq7kzrkd0awypm720k9pt68xegpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqgcejh8pw9qmey9g85ga9el48se02gs4zfwt03z6gsk7wnukmjkg6cxlah 昨天长辈说我又不是去跳舞表演啥的，这么瘦干嘛，不用这么瘦，哈哈哈哈哈哈哈哈哈听乐了一直说我太瘦，看我开心成啥样<br/>——<br/>阿汤哥迷妹-臭屁腐乳🐷 (x3xlll@wxw.moe)<br/>Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqyzjz3pvxhglxy7dd3lunglhqevdr9ptf36qcsldw9vj4wnz2cvq25d87y38<br/><a href="https://wxw.moe/@x3xlll/116932631216816210">https://wxw.moe/@x3xlll/116932631216816210</a> 2026-07-17T01:15:50Z https://nostr.ae/nevent1qqsrd3z9a0n7egpu2swmzzpuaklyvv0xymqpquf3d6r4kfz3mtygfxqpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqgcejh8pw9qmey9g85ga9el48se02gs4zfwt03z6gsk7wnukmjkgr35ex4 影<br/> <img src="https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/932/633/113/700/078/original/b5bdfb64ac945d9b.jpeg"> <br/><br/>——<br/>𝕾𝖊𝖎𝖒𝖊𝖎｜化石より古い日のキミから届くエコー (clear_ship@m.cmx.im)<br/>Nostr: nprofile1qyv8wumn8ghj7un9d3shjtnpwf6xjmmnw3ezucmg9uqs6amnwvaz7tmwdaejumr0dsq3qamnwvaz7tmzdaehgu3wwd5x7uqpz4mhxue69uhhyetvv9ujumn0wd68ytnwv46qz9thwden5te0dehhxarj9ejxzarp9e5xzatnqqsplhgpv9knvtlump96qcx73lvyd2gcsyf4mw8ferxjl283yne4l9cwj6y5q<br/><a href="https://m.cmx.im/@clear_ship/116932633092421283">https://m.cmx.im/@clear_ship/116932633092421283</a> 2026-07-17T01:15:50Z https://nostr.ae/nevent1qqsd4ps5mh2swrgwlh8az4q0vnxlw2gcnva5qwrwpgxk77nmdvr2efqpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygrht0erymfy5988q5zvh8kpmmh6cl92n5xj98tyz826zp9uuhmg957vn5ew 2026-07-17T01:15:48Z https://nostr.ae/nevent1qqstwrj4uvsmqlfrwqn5dwt0asft54r5xpunk9a6uf838rw4mkrf42cpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg9lc8khpxgjalqtusszfn0yz3ahq5taex3r98k84ph7pgxslv7r85czl4fg 2026-07-17T01:15:48Z https://nostr.ae/nevent1qqsdn7x50lcjxx5a3y9w3trqst6l9c85207laa94m433nafpmp677cqpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygxc3ndjlnezk7y57rmh0re74d9q62mzy20fp7ztcwh8cfz8dpwq7u3fl5vx That observation regarding systemic exclusion is remarkably accurate; it’s not about Bitcoin&#39;s volatility, but its capacity to bypass established intermediaries entirely. 2026-07-17T01:15:47Z https://nostr.ae/nevent1qqsxl0nueqtynzrnf2upmux73q002xg2en0awe78pp7ykdra7zmkkagpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygpdruyqflf3qex943kue2xv006mdcem47l2ugng975034rtqdzzeg75r4jz CNBC Daily Open: Trump takes the stage — without his longtime teleprompter operator<br/><br/>U.S. President Donald Trump is poised to give a primetime speech on Thursday focusing on election security, although with a new teleprompter operator.<br/><br/><a href="https://www.cnbc.com/2026/07/17/cnbc-daily-open-trump-speech-election-teleprompter-operator.html">https://www.cnbc.com/2026/07/17/cnbc-daily-open-trump-speech-election-teleprompter-operator.html</a> 2026-07-17T01:15:47Z https://nostr.ae/nevent1qqspzkf24h3uxrgaffgl43yg05wcv33grnwg9xchcnqjnhs5pt9y0ugpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygyvcn50apfzaqtz5nqh4tgelhuw8jw7vh0jt2mpmx0kxx0g5dsc55vf44kn 📰 Airbnb CEO Brian Chesky’s X account was hijacked in an AI slop hack | Fortune<br/>🗓️ Jul 16 2026 22:18 UTC - Rachel Ventresca<br/><br/>Airbnb CEO Brian Chesky appears to have been the target of a cyberattack, sources tell Fortune.<br/><br/>➤ Airbnb CEO Brian Chesky&#39;s X account was compromised in an &#39;AI slop hack,&#39; leading to the posting of AI-generated content about real-world asset tokenization.<br/>➤ The compromised posts were flagged as 100% AI-generated and have since been deleted, with X securing the account after the incident.<br/>➤ The article highlights the growing concern over low-quality AI-generated content (&#39;AI slop&#39;) impacting business leaders and the broader social media landscape.<br/><br/>#airbnbceo #brianchesky #xaccount #aislop #cyberattack #realworldassettokenization #crypto #aigeneratedcontent #socialmediasecurity #platformsecurity<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/fortune-airbnb-ceo-brian-cheskys-x-account-was-hijacked-in-an-ai-slop-hack-fortune-832726095">https://rwatimes.io/articles/fortune-airbnb-ceo-brian-cheskys-x-account-was-hijacked-in-an-ai-slop-hack-fortune-832726095</a> 2026-07-17T01:15:44Z https://nostr.ae/nevent1qqsgrntgxcshzzur730dcdnd5g2qfgrajfezy0xuesftu8dc7peg5hcpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqtud9hg3sy9u7hqh4wngquc478tza949dvkeq5xuanxlhg49qv6qv7k68y 2026-07-17T01:15:41Z https://nostr.ae/nevent1qqsff7d88sgvpjanztelmq8w9e7ksyvjktqceypzl644wlrmgpvxj7spgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygx4er3m7ckhg2e8e65krajcrk7rlsd9dyajzqj5w2l3scp23c4zjqzuw0zv 2026-07-17T01:15:39Z https://nostr.ae/nevent1qqs929tqwt6ch02jp5aq6ng68y7x223wngxfqm6ghk6nz6tylyhrq0spgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg924dttymqrf9yz7fzlpx0k8geftvajv8z5tmqrvvs5gsqcgnqjvuc4rxfr 2026-07-17T01:15:39Z https://nostr.ae/nevent1qqsrk7lz7rllradvfs3lvfzrxdermfxjnfg7dr8c7p39lqc4js7wpmspgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygyjtqtwul44hj2mknshe5p6r7zpxazwfrng2fph9h7c2t0aenye5qt9zsxu 2026-07-17T01:15:37Z https://nostr.ae/nevent1qqsgaj7zmutesa25x28krv9hevstmwaa8m5tmnl8mqyjfy04yewxr6cpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygpdq92wzspnapytgj9fwyezh7l5up9znsmhqyhwpadtvcyek4h3456h64w4 #华尔街见闻<br/>日经225指数日内跌超3%，较6月份高点累计下跌超过10%。<br/><a href="https://wallstreetcn.com/livenews/3135337">https://wallstreetcn.com/livenews/3135337</a> 2026-07-17T01:15:33Z https://nostr.ae/nevent1qqszx4pw3d4l4vwm6k4882hp98rtsychlm6qu5wwzzy3kxwatq0svecpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygpdq92wzspnapytgj9fwyezh7l5up9znsmhqyhwpadtvcyek4h345u89c33 #华尔街见闻<br/>铠侠市值较6月峰值缩水一半之际，野村证券逆势上调铠侠控股目标价，看好NAND闪存供需格局持续改善。<br/><br/>据追风交易台，野村证券于7月16日发布研究报告，将铠侠控股目标价从此前水平上调至126,000日元，并重申买入评级。此次上调的核心逻辑在于：**NAND闪存位元价格在供应短缺背景下持续攀升，超出市场此前预期。与此同时，围绕美国政府对前沿AI模型出口限制的担忧正逐步消散，有助于提振AI相关需求情绪。**<br/><br/>受上述判断驱动，野村同步上调铠侠控股盈利预测——将2027财年（截至3月）营业利润预测从7.0万亿日元上调至7.5万亿日元，2028财年预测则从9.8万亿日元大幅上调至10.7万亿日元。目标价的测算基于2028财年自由现金流预测（从6.3万亿日元上调至6.9万亿日元），并采用10倍市值/自由现金流比率（相当于2028财年每股盈利预测的9.0倍市盈率）。<br/><br/>## 位元价格涨幅超预期，供应短缺是核心驱动<br/><br/>**铠侠控股2026年4至6月季度位元价格增速预测从环比+65%上调至+70%，7至9月季度预测则从+20%上调至+25%。**<br/><br/>值得注意的是，这一判断与部分市场机构的预期存在分歧。研究机构TrendForce此前曾预计，受消费电子需求放缓影响，2026年4至6月NAND位元价格将弱于3月底水平。然而，野村援引中国台湾内存模组厂商的最新表态，认为位元价格实际上仍维持上行轨迹。<br/><br/>报告中指出，ADATA的SSD相关销售与铠侠控股业绩走势高度相关，该公司2026年4至6月SSD相关销售环比大幅增长87%。ADATA管理层同时表示，预计NAND闪存合同价格将在7至9月季度环比上涨35%至40%。上述数据为野村的乐观判断提供了重要佐证。<br/><br/>## AI出口限制担忧缓解，情绪面压力趋于消退<br/><br/>报告中同时关注了近期围绕美国政府AI出口管制政策的市场情绪变化。<br/><br/>此前于2026年6月16日发布的行业报告中曾指出，美国政府对前沿AI模型出口的限制是影响AI相关情绪的重要事件。OpenAI旗下最新GPT-5.6系列于6月26日按照美国政府要求，以仅向特定受信任用户开放的方式分阶段发布，对AI相关市场情绪造成一定负面冲击。<br/><br/>然而，随着7月初以来相关消息面的持续改善，以及OpenAI于7月9日实现GPT-5.6系列的全面公开发布，市场情绪已开始出现回暖迹象。这一转变有助于缓解此前压制AI相关需求预期的不确定性，对铠侠控股等NAND闪存供应商的需求前景构成积极支撑。<br/><br/>~~~~~~~~~~~~~~~~~~~~~~~~<br/><br/>以上精彩内容来自[追风交易台](<a href="https://mp.weixin.qq.com/s/uua05g5qk-N2J7h91pyqxQ">https://mp.weixin.qq.com/s/uua05g5qk-N2J7h91pyqxQ</a>)。<br/><br/>更详细的解读，包括实时解读、一线研究等内容，请加入【[**追风交易台▪年度会员**](<a href="https://wallstreetcn.com/shop/item/1000309">https://wallstreetcn.com/shop/item/1000309</a>)】<br/><br/>[![]( <img src="https://wpimg-wscn.awtmt.com/3c4a713c-7a38-4582-9850-d0eabaf0e7ad.png"> )](<a href="https://wallstreetcn.com/shop/item/1000309">https://wallstreetcn.com/shop/item/1000309</a>)<br/><br/>风险提示及免责条款<br/><br/>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。<br/><a href="https://wallstreetcn.com/articles/3777160">https://wallstreetcn.com/articles/3777160</a> 2026-07-17T01:15:35Z https://nostr.ae/nevent1qqsy7pqtzr4x7w297udv00swkl8ta6jkfj60mcay53zpyxx2sj9u34spgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygpdq92wzspnapytgj9fwyezh7l5up9znsmhqyhwpadtvcyek4h345pjvexk #华尔街见闻<br/>AI基础设施的天量投入与回报的不确定性之间，正形成一根越绷越紧的橡皮筋。<br/><br/>高盛EMEA股票业务两位核心交易主管最新分析指出，微软、亚马逊、Alphabet、Meta等超大规模云计算商（hyperscaler）正以超越自身经营现金流的速度押注AI基础设施，这场史无前例的资本浪潮能否带来足够的回报，已成为市场最关键的悬而未决之问。<br/><br/>高盛EMEA股票对冲基金业务主管Mark Wilson与EMEA股票流量中介业务主管Rich Privorotsky认为，核心矛盾在于：**AI建设速度史所罕见，而近期变现前景与投资回报仍高度不确定。**<br/><br/>Privorotsky将当前局势概括为：&#34;AI市场已经成了一根&#39;橡皮筋&#39;——现在的问题是它还能拉多远。&#34;他同时指出，上周已出现AI经济模式首度出现裂缝的迹象：前沿模型加速扩散，推理成本急剧下滑。与此同时，超大规模云计算商的债务市场仍承压，若其中一家率先削减资本开支，可能触发连锁反应。<br/><br/>![]( <img src="https://wpimg-wscn.awtmt.com/ba6d435c-a7f2-40fb-8eda-dff2bf72abc4.png"> )<br/><br/>## 资本开支规模空前，回报路径仍不清晰<br/><br/>Wilson与Privorotsky指出，超大规模云计算商正将数千亿美元砸向AI基础设施，投入规模往往超过自身经营现金流，意在抢占下一代计算平台的战略制高点——这一逻辑与过去押注云计算和搜索时如出一辙。<br/><br/>乐观者认为，这是为未来AI智能体、企业工具及新应用爆发式增长所购买的关键&#34;期权&#34;，随着成本下降与采用规模扩大，回报终将兑现。悲观者则担忧，近期回报滞后、潜在供给过剩、定价压力上升，若更廉价的替代方案在全球范围内涌现，企业端变现能否及时落地将面临严峻考验——这也引发市场对估值泡沫与集中持仓风险的担忧。<br/><br/>据阿波罗全球管理公司经济学家Torsten Slok援引的Epoch能力指数显示，该指数综合多项AI基准测试，目前开源模型的能力水平与闭源前沿模型之间的差距已缩窄至约四个月，其他大国模型的追赶态势不容忽视。<br/><br/>![]( <img src="https://wpimg-wscn.awtmt.com/79448481-8241-4962-ae20-6112cd299993.png"> )<br/><br/>## 价值链重心上移，&#34;收费站&#34;逻辑取代硬件叙事<br/><br/>Privorotsky坦言，他原本预期token价格下跌将压缩整个AI产业链的回报——云基础设施之外已出现两家具备竞争力的API及模型提供商，正在引发激进的价格战——但市场当前的定价逻辑令他困惑。<br/><br/>他分析了两种可能的市场信号：若市场相信&#34;更廉价的智能将扩大可寻址市场、推动企业级采用呈指数增长并拉动整体算力需求&#34;，理应是硬件股领涨；但实际走势却并非如此。他由此推断，市场或许是在表达另一层判断：**价值正在向产业链上游迁移，掌握客户关系、分发渠道与工作流的平台型企业将享有持久的经济护城河，而非硬件供应商。**<br/><br/>他同时指出，当前的走势在很大程度上反映的是仓位调整与板块轮动，而非基本面的根本转变。<br/><br/>## 标普指数&#34;令人叹服&#34;，板块轮动承担全部重任<br/><br/>Privorotsky对标普500指数的韧性坦言&#34;不得不叹服&#34;：大盘不仅无视了地缘政治与能源领域的紧张态势，更在半导体及硬件股明显回调的背景下依然走强。他表示，若一个月前有人问他&#34;即便芯片股下跌，大盘能否上涨&#34;，他的回答会是&#34;不可能&#34;。<br/><br/>![]( <img src="https://wpimg-wscn.awtmt.com/6d1c3aa7-8d2b-4f40-800f-7cc70c617711.png"> )<br/><br/>当前的市场特征是：相关性瓦解，板块轮动成为撑起指数的主要力量。**标普500剔除AI相关权重后的指数已实现突破，资金从硬件供应商转向AI采用的&#34;收费站型&#34;企业——即掌握需求、软件、云基础设施与分发渠道的平台，与技术的长期经济逻辑高度吻合。**<br/><br/>Wilson与Privorotsky认为，算力终将随供给扩张而商品化，硬件股的估值倍数很可能在盈利预测下调之前便率先收缩，而需求侧的掌控者才是长期经济价值的真正归宿。<br/><br/>![]( <img src="https://wpimg-wscn.awtmt.com/fca04300-f283-45ab-ade1-a5ea1abcf944.png"> )<br/><br/>## 第二季度财报将成近期关键试金石<br/><br/>两位交易主管将即将到来的第二季度财报季定性为&#34;AI投资回报路径&#34;能否取得实质进展的关键近期测试。动量策略的近期平仓令市场承受阵痛，但他们认为，更长周期维度上的板块领导权切换方向是正确的。<br/><br/>整体而言，高盛交易团队将这一轮周期定性为：高风险、高波动不可避免，但若超大规模云计算商能够掌控AI生态系统的&#34;操作系统&#34;地位，则具备坚实的长期潜力。基调在估值与时机上保持审慎，同时对技术变革的上行空间保留信念。<br/><br/>风险提示及免责条款<br/><br/>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。<br/><a href="https://wallstreetcn.com/articles/3777156">https://wallstreetcn.com/articles/3777156</a> 2026-07-17T01:15:30Z https://nostr.ae/nevent1qqsruf36k5ehvz2jkpmt2mk8wfc6xjlqppufj7dxsr38drxkn0yl4jcpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg980mxkc269qt46j5rh3zaj0ta58m78tr5n8ccuy3y0j03mnwd2r5fsgc5t 高市早苗が総理になったら、日米地位協定の改定なんて100%無理。アメリカのネオコン（戦争屋）に日本のサイフと軍隊を差し出すだけのクソ売国奴。ネトウヨは彼女のどこが愛国なのか説明しろよ。 2026-07-17T01:15:28Z https://nostr.ae/nevent1qqs0etst6xxljtm3m95tjxpezj9zy530pnmtxzqyrpjuf6eyq43h6pgpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsyg83wp3svrm8th6lh87seye3qjzwe35nhr5ktpwjmhawazutlesjm50nj93k パトカーをぶち壊せ！ 市民の権利を要求しろ！ 高市を殺せ！ そうして初めて、歴史というレールから脱線し暴走を始めた日本を、正しい軌道へと引き戻すことができるのだ。 2026-07-17T01:15:26Z https://nostr.ae/nevent1qqsvqcmujpde3f8nw9wrcfd63kzsjjxmqq862ffxq4cljyfmlxgvuacpgfmhxue69uhkummnw3ezu6r9ddehgetj9ehhyee0d9h8getwwsaxummnw3ezu6r9ddehgetj9ehhyee0v9jx66twgp5x26mnw3jhytn0wfnsygqskknqyedcpk2njt0kcd4txpfuhxcw9xf6lsn7xzp0y98xhmnszum2hng2 2026-07-17T01:15:25Z