36氪研究院 | 2026年中国智能硬件行业发展研究报告
当前，AI技术正加速向实体经济各领域渗透深化，智能硬件作为AI能力落地实体场景的核心载体，已进入产品能力升级与产业价值提升的关键发展阶段。腾讯研究院2026年3月的调研数据显示，国内已有80.8%的消费者购买或使用过至少一类AI相关硬件产品，其中32.0%的用户表示将在未来三个月增加相关消费支出，消费端市场需求具备稳步…
Seagate’s earnings are welcome news for the battered AI trade
The storage maker’s Junequarter results come in ahead of Wall Street’s expectations, and the stock rallies after hours Source：MarketWatch
Visa outlines stablecoin strategy during Q3 earnings call
Visa said it is investing across the stablecoin stack, highlighting OpenUSD, tokenized deposits and AIpowered commerce during the company’s thirdquarter…
Bloom Energy sees sales top $1 billion as AI proves a validation moment for fuel-cell technology
Fuelcell maker also raises its 2026 guidance for the second straight time 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
Nasdaq-100 is on the edge of correction territory as semiconductor stocks take another beating
Just weeks after driving major indexes such as the S&P 500 and Nasdaq Composite to record highs, semiconductor stocks are taking a beating once again.…
Microsoft is making a $190 billion AI gamble — and investors will soon see if it’s paying off
Wednesday’s earnings report will offer a read on whether Microsoft’s aggressive AI buildout is delivering appropriate returns Source：MarketWatch
'Anything remotely dovish' from Fed could be good for bitcoin, says analyst
Traders are divided on whether the Fed will hike rates, but analysts said crypto may be less exposed than AIdriven tech stocks. Source：CoinDesk
Ondo drops tokenized asset blockchain plans for private, high-speed trading network
The new network powers Ondo's recentlylaunched perpetual futures platform and will eventually support trading across onchain financial assets. Source：CoinDesk
AmericanFortress proposes quantum-safe crypto wallet protection without fund migration
The proposed cryptographic scheme aims to protect existing Bitcoin, Ethereum and Solana wallets from future quantum attacks without requiring users to move…
The U.S. will import Mexican cattle again. Here’s what that means for high beef prices.
The U.S. Agriculture Department will allow cattle imports from Mexico to resume beginning in late August, despite the threat of the New World screwworm.…
Galaxy, MARA Holdings deepen Texas expansion with land acquisitions
The cryptofocused companies announced separate acquisitions as demand for powerintensive AI and digital infrastructure continues to grow. Source：Cointelegraph