「大空头」Michael Burry最新持仓：加码做空美光与英伟达，增持Lululemon等多只个股
7 月 31 日，「大空头」原型人物 Michael Burry 今日通过其 Substack 账号披露个人最新持仓调整表示，已进一步加码对美光科技（MU）的空头仓位，建仓均价约 880 美元；同时继续增加对英伟达（NVDA）的空头敞口，并加码做空半导体 ETF SOXX，均价约为 506 美元。与此同时，Burry…
Bitcoin ETFs post $233M inflows, pushing week back into the green
BlackRock’s IBIT led $233.1 million in daily inflows as US spot Bitcoin ETFs turned positive for the week and July stayed on track to end in the green.…
8点1氪丨宇树科技：8月10日网下申购；字节跳动成立新的豆包产品团队；美股三大指数集体收涨，微软创近18年以来最大单日涨幅
今日热点导览 韩股创纪录的重挫，全球投资者却未进场抄底 月之暗面变更为股份公司 国内品牌金饰价格集体上涨 高通9月1日起上调芯片价格，涨幅达到两位数 特斯拉全球第1000万辆电动车下线 TOP3大新闻 宇树科技：初步询价日为8月5日，网下申购日为8月10日…
Bitcoin ETFs on track for the smallest monthly inflows ever
Your dayahead look for July 30, 2026 Source：CoinDesk
易方达「戒酒」
作者 | 黄绎达 编辑 | 张帆 今年一骑绝尘的韩国股市在近期开启暴跌模式，两大超级权重股三星电子和SK海力士惨遭持续抛售，由此频繁触发大盘“熔断”，重仓韩股龙头的金融产品亦在近期损失惨重，典型如两倍做多三星电子/SK海力士ETF，不少该类型产品在近期的回撤都在60%以上。…
8点1氪丨超1100名AI公司员工联名请愿美国政府；桃酥吃出假牙冠？山姆、泸溪河回应；月之暗面Kimi已完成超35亿美元F轮融资
今日热点导览 C长鑫成交额达400亿元 国家烟草专卖局约谈爱奇迹（深圳）技术有限公司 外交部回应美国实施先进机器人进口限制 宝马拟在德国裁员数千人，通过自愿离职计划削减成本 美联储宣布维持利率不变 TOP3大新闻 Anthropic首席执行官等多位AI大牛签署联名信，呼吁控制人工智能发展步伐…
Why the USO oil ETF is a better buy than crude futures as the Iran war rages
The United States Oil Fund has climbed by 58% since the start of the Iran war, more than double the gain of WTI crude futures. Source：MarketWatch
Leveraged ETFs tied to SK Hynix are getting hammered as chip wreck deepens
Volatility around the AI trade has been rough this week for bullish bets on stocks via leveraged ETFs Source：MarketWatch
Leveraged ETFs are booming in 2026. But they’re also being shut down at a record pace.
Exchangetraded funds designed to make magnified bullish and bearish bets on swings in stocks and other areas of financial markets are closing down at a record…
Bitcoin ETFs post third straight weekly inflows despite $465 million in late-week losses
The vast majority of the activity was concentrated in BlackRock’s IBIT product accounting for nearly $415 million of the outflows. Source：CoinDesk
Can AI-powered ETFs beat the stock market?
“So far, AI isn’t poised to steal portfolio managers’ jobs.” Source：MarketWatch
Crypto Biz: Is the AI-to-crypto rotation underway?
Bitcoin ETF inflows, cooling AI momentum and potential regulatory progress under the CLARITY Act are fueling speculation that capital is rotating back into…