1. 王兴兴：蚂蚁集团和中国移动计划投资宇树科技为不实消息。2. Sam Altman称OpenAI正面临...

2025-04-02 03:57:42

1. 王兴兴辟谣：蚂蚁集团与中国移动投资宇树科技传闻不实，公司融资动态引关注
宇树科技创始人王兴兴正式澄清市场传闻，否认获得蚂蚁集团和中国移动的战略投资。该声明或将影响投资者对机器人赛道融资环境的判断，需密切关注头部机构的实际布局动向。

2. OpenAI遭遇算力瓶颈！Sam Altman确认GPT-4.5发布时间推迟
OpenAI CEO自曝基础设施限制导致新品延期，反映AI行业算力需求爆发式增长。投资者应关注云计算产业链及AI芯片企业的业绩弹性。

3. 重大开放！OpenAI宣布免费用户可使用ChatGPT图像生成功能
DALL·E技术普惠化战略加速，可能冲击MidJourney等竞品市场份额。商业化路径调整暗示AI行业竞争进入新阶段，C端应用赛道估值逻辑面临重构。

4. 开源重磅！OpenAI将发布GPT-2以来首个开放权重语言模型
此举可能改变开源大模型竞争格局，中小开发者生态或迎来新机遇。投资者需评估对Hugging Face等平台型企业的潜在影响。

5. 阿里Qwen3大模型疑云：消息称内部秘密研发中，官方保持沉默
若消息属实，意味着阿里云在百模大战中持续加码。科技巨头"军备竞赛"白热化，基础设施服务商有望持续受益。

6. 半导体市场冰火两重天：AI芯片2024年创纪录 vs 汽车/工业领域下滑
Gartner最新报告揭示结构性机会，建议投资者聚焦数据中心AI加速器赛道，警惕传统应用领域库存调整风险。

7. 深度求索专利突破：广度数据采集技术可降低30%网络消耗
该技术创新直接影响大模型训练成本，技术型初创企业估值方法论或需调整，效率提升成为关键指标。

8. 广东出台外资重奖政策：AI/机器人项目最高补贴1.5亿元
地方政府产业政策加码，粤港澳大湾区智能制造产业集群优势凸显，跨境资本流动或出现新趋势。

9. 10亿元新基金落地！安徽人工智能基金联手商汤布局产业链
产业资本与地方政府协同发力，显示AI投资进入"精耕细作"阶段，应用层企业融资环境有望改善。

10. 高通完成收购VinAI生成式AI部门，强化边缘计算布局
半导体巨头延伸AI技术栈的战略举措，反映终端侧AI商业化进程加速，相关IP授权模式值得关注。

11. 天文AI里程碑！国家天文台×阿里云发布全球首个太阳大模型
垂直领域大模型突破示范效应显著，科研AI商业化路径探索为投资者提供新视角。

12. 云天励飞技术突破：IPU-X6000加速卡已适配30余个开源模型
国产AI芯片兼容性提升，硬科技投资需更关注产品化能力与开发者生态建设。

13. 欧洲央行最新研判：企业短期承压但长期将受益AI技术革命
货币政策制定者释放积极信号，建议投资者区分不同行业数字化转型的阶段性特征。

14. 人事地震！Meta AI研究院负责人离职，恰逢公司All in AI关键期
核心人才变动可能影响长期研发路线，社交媒体巨头的AI战略执行力面临考验。

【投资者影响分析】
本组新闻集中反映AI行业三大趋势：①技术 democratization 加速（开源/免费策略）②基础设施瓶颈显现（算力/能源约束）③地缘政策分化（各地补贴竞赛）。建议投资者：1）关注具有边际成本优势的技术提供商 2）警惕过度依赖融资的商业模式 3）把握政府政策导向明确的区域机会。行业短期或面临估值调整，但长期仍是最具确定性的增长赛道。

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20:36 2025-04-19

Data: The number of wallets holding more than 10,000 SOL has increased by 1.53% in the past week.

According to on-chain analyst @ali_charts, the number of wallets holding more than 10,000 SOL has increased by 1.53% in the past week, from 4,943 to 5,019.

20:12 2025-04-19

Data: SUI's DEX trading volume surpassed Arbitrum in the past 24 hours, becoming the fifth largest chain of DEX trading volume

Over the past seven days, SUI's DEX trading volume reached $2.10 billion, an increase of 4.49%, continuing its steady upward trend. This momentum has helped SUI surpass other ecosystems, especially overtaking Arbitrum to become the fifth largest chain in DEX trading volume in the past 24 hours. However, despite the short-term growth, SUI still lags far behind top networks such as Base, BNB Chain, Ethereum, and Solana in terms of total DEX activity.

19:41 2025-04-19

Data: Ethereum's pledge rate has reached 27.94%, and Lido's market share has reached 27.02%.

According to Dune Analytics data, the total amount of staked ETH in the Ethereum beacon chain reached 34,323,674, and the staked ETH accounted for 27.94% of the total supply. Among them, the share of staked funds in the liquidity staking protocol Lido reached 27.02%. In addition, there was a net inflow of 16,150,426 ETH since the upgrade in Shanghai.

19:11 2025-04-19

FET broke through $0.57, gaining 11.9% in 24 hours.

The market shows that FET has broken through $0.57 and is now quoted at $0.568, an increase of 11.9% in 24 hours. The market fluctuates greatly. Please do a good job in risk control.

18:44 2025-04-19

Uniswap front-end transaction fees up to $147.79 million

According to DefiLlama data, as of April 19, Uniswap front-end transaction fees (revenue) reached $147.79 million.

18:17 2025-04-19

Since the beginning of March, more than 60 new wallets with more than 1,000 BTC have emerged

According to on-chain analyst @ali_charts, more than 60 new wallets with more than 1,000 BTC have appeared since the beginning of March.

17:20 2025-04-19

CORE breaks through $0.7

The market shows that CORE has broken through $0.7 and is now quoted at $0.6914, with a 24-hour increase of 21.7%. The market fluctuates greatly. Please do a good job in risk control.

16:53 2025-04-19

BTC falls below $85,000

The market shows that BTC has fallen below $85,000 and is now trading at $84,970.13. The 24-hour increase has narrowed to 0.58%. The market is volatile, so please do a good job in risk control.

16:53 2025-04-19

ETH falls below $1,600

The market shows that ETH has fallen below $1,600 and is now trading at $1,599.61. The 24-hour increase has narrowed to 0.92%. The market is volatile, so please do a good job in risk control.

16:25 2025-04-19

Data: The number of new addresses on the XRP network fell from 5,200 to 2,900 in the past month

According to on-chain analyst @ali_charts, the number of new addresses created on the XRP network in the past month has dropped from 5,200 to just 2,900.

15:58 2025-04-19

Survey: Trump's approval rating on the economy drops to its lowest level since his presidency

On April 19, according to the latest CNBC National Economic Survey, US President Donald Trump's handling of tariffs, inflation and government spending has caused widespread dissatisfaction, and his approval rating on the economy has also fallen to the lowest level since he took office. Surveys show that the economic optimism brought about by Trump's re-election as president has evaporated, and the proportion of Americans who now think the economy will deteriorate has reached...

15:46 2025-04-19

A giant whale increased its holdings of 2,400 ETH 6 hours ago.

According to Lookonchain monitoring, 6 hours ago, a giant whale bought another 2,400 ETH (worth $3.85 million), and in the past 10 days, the giant whale bought 12010 ETH (worth $18.39 million) at an average price of $1,531.

1. 王兴兴：蚂蚁集团和中国移动计划投资宇树科技为不实消息。2. Sam Altman称OpenAI正面临...

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