持仓
24H爆仓
BTC ETF 7D净流入
ETH ETF 7D净流入
ETH近7天通胀率
加密指数
BlockBeats 消息,8 月 4 日,据 Serenity 援引 Digitimes 产业链消息称,SK 海力士、美光(MU)和三星电子的 2027 年 DRAM 及 HBM 产能已经售罄,客户目前只能获得约 60% 至 70% 的初始需求量。
Serenity 表示,当前存储供应紧张程度超出市场预期,2027 年可能进入「最严重的存储短缺阶段」。同时,闪迪(SNDK)、三星电子和美光的年度 NAND 产能也已被预订,铠侠与 SK 海力士预计将在 2026 年 8 月完成产能分配。
Serenity 指出,虽然部分市场观点此前预计 2027 年年中可能出现存储过剩,但从当前产业链情况来看,主要存储厂商产能已提前售罄,供需关系仍处于紧张状态。
据悉,目前各厂商与客户之间的产能分配额度已基本确定,但最终产品价格仍将在临近交付时根据市场情况确定。AI 基础设施建设持续推动 HBM 和高端 DRAM 需求,或成为未来存储供应紧张的重要因素。
BlockBeats 消息,8 月 4 日,据 Lookonchain 监测,巨鲸地址 0x2e80 再次从 Gemini 提取 1.9 万枚 ETH,价值约 3544 万美元,并随后进行质押。
过去 3 周内,该地址累计从 Gemini 提取 11.2 万枚 ETH,总价值约 2.08 亿美元,全部用于质押。
BlockBeats 消息,8 月 4 日,本周美股芯片股迎来一组关键财报。AMD 将在美东 8 月 4 日周二盘后发布二季度业绩,闪迪和西数将在美东 8 月 5 日周三盘后公布财年四季度及全年业绩。
这三份财报的重要性,不只在于单家公司业绩。7 月 AI 硬件股经历一轮急跌后,市场正在寻找「芯片股是否修复」的证据。上周微软、亚马逊等云厂商财报缓解了 AI 资本开支回报的担忧,三星、美光等存储链表现也重新点燃板块情绪。上周四的修复行情中,美光大涨 18%、闪迪涨 26%,Lam Research 涨 18%,芯片股一度带动市场反弹。
AMD 是第一场硬仗。当前市场最关注 AMD 两条增长线:EPYC 服务器 CPU 和 AI 加速器。分析师预计 AMD 二季度收入约 113 亿美元,其中数据中心收入约 65 亿美元,包括约 40 亿美元服务器芯片收入和 25 亿美元 AI 相关收入;调整后 EPS 预计约 1.62 美元。Investopedia 援引 Visible Alpha 数据称,市场预期 AMD 二季度收入约 113.4 亿美元,同比增长 48%,调整后 EPS 为 1.61 美元,超过去年同期三倍。
AMD 财报的真正看点在指引。杰弗瑞分析师 Blayne Curtis 看好 AMD 新一代 Venice 服务器 CPU 和基于 MI450 GPU 的 Helios 机架级 AI 系统。OpenAI、Meta、微软、Anthropic 等客户已被市场视为 Helios 潜在需求来源,初始出货可能从三季度开始,但更大的收入贡献要看四季度以后。
期权市场也在定价大波动:Investopedia 称,交易员押注 AMD 财报后本周股价可能上下波动约 10%。这意味着,只达到一致预期可能还不够,市场需要看到 AI GPU 订单、客户采用进度和三季度指引继续上修。
闪迪则是存储链情绪的高贝塔标的。公司将在 8 月 5 日盘后发布财年四季度业绩,并将在 8 月 13 日举行投资者日。Benzinga 数据显示,华尔街预计闪迪四季度 EPS 为 33.38 美元,收入 82.4 亿美元;公司此前给出的收入指引区间为 77.5 亿至 82.5 亿美元,EPS 指引为 30 至 33 美元。也就是说,市场预期已经接近甚至略高于公司指引上沿。
这让闪迪的财报门槛很高。Zacks 指出,闪迪过去两个季度平均 EPS 超预期幅度达到 68.29%,当前 Earnings ESP 为 +4.13%,Zacks 评级为 #1 Strong Buy,暗示分析师仍押注公司有机会继续超预期。但高预期也意味着波动会更大。闪迪虽然仍处长期上升趋势,但近期从高位回落,技术面动能转弱。市场会重点盯 NAND 价格、企业级 SSD 需求、毛利率,以及 8 月 13 日投资者日是否给出更强的长期增长框架。
西数的逻辑稍有不同,它更像是 AI 数据中心存储需求的稳健验证。Benzinga 数据显示,西数四季度一致预期为 EPS 3.27 美元、收入 36.9 亿美元;Zacks 此前给出的 EPS 预期为 3.34 美元、收入 37 亿美元,同比增幅分别约 **101%**和 42%。公司 4 月发布的三季度报告显示,Q4 收入指引为 36.5 亿美元上下 1 亿美元,非 GAAP 毛利率预计 51%-52%,EPS 为 3.25 美元上下 0.15 美元。
西数的关键在高容量 HDD 和云数据中心需求。公司管理层在三季度财报中强调,AI 训练、推理、Agentic AI 和 Physical AI 都会产生需要长期保存的数据,这正是 HDD 需求的基础。若西数四季度继续体现收入增长、毛利率扩张和强自由现金流,市场会把它视为 AI 存储需求仍在扩散的证据。
整体看,AMD 财报将回答的问题是「AI 算力订单还能不能上修」,闪迪回答的是「NAND/Flash 涨价和企业级 SSD 景气能不能撑住高估值」,西数回答的是「AI 数据中心存储需求能不能稳定兑现到利润率」。这三份财报如果同时稳住,芯片股这轮反弹会更像基本面修复;若其中任何一家公司指引保守,7 月那轮杀估值留下的阴影可能很快回来。
BlockBeats 消息,8 月 4 日,美国国债市场近期释放紧张信号。规模约 30 万亿美元的美债市场出现长期收益率快速上升、波动率走高等迹象,市场担忧债市压力可能进一步传导至股票等风险资产。
数据显示,7 月最后一周,长期美债收益率明显加速上涨,30 年期美债收益率升至 2007 年以来高位,10 年期美债收益率也突破近两年来交易区间。
市场认为,收益率上升反映投资者正在重新评估美联储抗通胀决心。近期美联储内部出现分歧,三名地区联储主席投票支持加息,引发市场对未来利率路径的不确定性担忧。
随着债市波动增加,美债波动率指标 MOVE 指数升至 5 月以来高位,长期美债 ETF 相关看跌期权需求明显增加,交易员正通过期权市场提前布局风险对冲。
分析人士指出,美债收益率长期处于高位可能增加全球融资成本,并对股市估值形成压力。Unlimited Funds 首席投资官 Bob Elliott 表示,市场难以判断股市还能在当前利率水平下维持多久。
此外,美国与日本近期联合干预日元,也引发市场对美债稳定性的关注。分析认为,美国希望帮助日本稳定汇率,同时避免日本大规模出售美债对债券市场造成冲击。
未来市场将关注美国财政部融资计划、经济数据以及 7 月非农就业报告。交易员认为,当前市场核心问题在于美联储是否会继续保持紧缩立场,长期利率压力是否会进一步扩散至风险资产。
资金费率Top
ONUSDT | 2.5000%8h |
PF_CSPRUSD | 0.5879%4h |
LRC_USDT_SWAP | 0.3750%8h |
BNCUSDT | 0.3686%8h |
BEAT-USDT | 0.3498%4h |
多空比
BTC | 0.92 | |
ETH | 1.08 | |
SOL | 0.77 | |
XRP | 0.95 | |
DOGE | 1.17 |
全球指数
加密货币大数据
# | 名称 | 价格 | 24H涨跌 | 7D涨跌 | 市值 | 交易额/量 | 流通率 | 7D价格趋势线 | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $63868.9 | +1.58% | +1.08% | $1,279.99B | $18.33B 288.87KBTC | ![]() 95.5% | |||
2 | ETH Ethereum | $1866.56 | +0.51% | -0.51% | $227.61B | $22.43B 3.62METH | ![]() ∞ | |||
3 | USDT Tether | $1 | +0.11% | +0.11% | $182.97B | $646.55M 657.24MUSDT | ![]() ∞ | |||
4 | BNB Binance ... | $591.2 | +1.35% | +4.58% | $78.9B | $541.89M 919.77KBNB | ![]() 66.6% | |||
5 | USDC USD Coin | $1.0008 | -0.02% | -0.01% | $72.17B | $6.42B 6.41BUSDC | ![]() ∞ | |||
6 | XRP Ripple | $1.0786 | +0.67% | +1.99% | $67.34B | $1.68B 1.34BXRP | ![]() 62.5% | |||
7 | SOL Solana | $73.79 | +1.20% | +0.55% | $42.8B | $2.2B 21.99MSOL | ![]() ∞ | |||
8 | TRX TRON | $0.3292 | +0.96% | +1.63% | $31.15B | $285.85M 871.02MTRX | ![]() ∞ | |||
9 | GDT Golden D... | $0.23 | -1.28% | -1.28% | $23B | $20,056.85 87.20KGDT | ![]() 100% | |||
10 | STETH Lido Sta... | $1866.26 | +0.72% | -0.66% | $17.49B | $2.37M 1.28KSTETH | ![]() ∞ | |||
11 | WBT WhiteBIT... | $55.121 | +0.47% | -0.08% | $16.26B | $49.12M 890.97KWBT | ![]() 73.5% | |||
12 | HYPE Hyperliq... | $54.421 | +4.16% | -2.60% | $12.07B | $128.09M 2.38MHYPE | ![]() 22.2% | |||
13 | DOGE Dogecoin | $0.0704 | +0.84% | +0.38% | $10.37B | $1.44B 19.82BDOGE | ![]() ∞ | |||
14 | USDS USDS Sta... | $1.001 | +0.01% | +0.01% | $9.73B | $1.33M 1.32MUSDS | ![]() ∞ | |||
15 | LEO UNUS SED... | $9.814 | +0.66% | +0.54% | $8.96B | $1.22M 124.80KLEO | ![]() ∞ | |||
16 | ZEC Zcash | $484.64 | +1.85% | +2.21% | $8.11B | $182.59M 379.54KZEC | ![]() 79.9% | |||
17 | WBTC Wrapped ... | $63717.2 | +0.60% | +0.87% | $7.41B | $20.4M 320.02WBTC | ![]() ∞ | |||
18 | ADA Cardano | $0.1987 | +7.05% | +28.19% | $7.38B | $2.4B 1.99BADA | ![]() 83% | |||
19 | WBETH Wrapped ... | $2054.46 | +0.54% | -0.65% | $6.91B | $1.74M 847.82WBETH | ![]() ∞ | |||
20 | XMR Monero | $362.4 | -0.68% | +6.15% | $6.8B | $63.35M 174.40KXMR | ![]() ∞ | |||
21 | LINK ChainLin... | $8.192 | -0.80% | -1.58% | $6.12B | $278.66M 33.99MLINK | ![]() 74.8% | |||
22 | XLM Stellar | $0.1712 | +0.01% | -0.66% | $5.86B | $108M 634.17MXLM | ![]() 68.6% | |||
23 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.58B | $129,256.02 129.42KDAI | ![]() ∞ | |||
24 | BCH Bitcoin ... | $213.6 | +1.13% | -0.10% | $4.28B | $261.33M 969.22KBCH | ![]() 95.6% | |||
25 | WETH wETH | $1861.96 | +0.34% | -0.67% | $4.26B | $11.01M 5.91KWETH | ![]() ∞ | |||
26 | GRAM Gram (pr... | $1.394 | -0.86% | -4.13% | $3.81B | $69.17M 49.83MGRAM | ![]() ∞ | |||
27 | TON Toncoin | $1.67 | +0.00% | +0.00% | $3.73B | $6.94M 4.29MTON | ![]() ∞ | |||
28 | LTC Litecoin | $44.44 | -0.03% | -4% | $3.44B | $878.46M 5.37MLTC | ![]() 92.2% | |||
29 | HBAR Hedera | $0.07144 | +3.01% | +5.83% | $3.03B | $28.62M 409.61MHBAR | ![]() 85% | |||
30 | USD1 World Li... | $0.9998 | +0.00% | +0.01% | $2.99B | $271.4M 271.43MUSD1 | ![]() 100% | |||
31 | AVAX Avalanch... | $6.871 | +6.87% | +7.10% | $2.96B | $281.87M 32.64MAVAX | ![]() 60% | |||
32 | SHIB Shiba In... | $0.0{5}5025 | +0.50% | +6.71% | $2.95B | $136.36M 27.37TSHIB | ![]() 100% | |||
33 | SUI Sui | $0.6967 | +1.50% | +1.82% | $2.83B | $381.92M 504.17MSUI | ![]() 40.7% | |||
34 | PYUSD PayPal U... | $1.0005 | -0.03% | +0% | $2.72B | $9.34M 9.34MPYUSD | ![]() ∞ | |||
35 | CRO Cronos | $0.05506 | +1.47% | -0.04% | $2.6B | $851.25M 91.52MCRO | ![]() 47.3% | |||
36 | XAUT Tether G... | $4046.8 | -0.13% | +0.27% | $2.48B | $95.03M 23.50KXAUT | ![]() ∞ | |||
37 | UNI Uniswap | $3.861 | -6.31% | +3.87% | $2.41B | $1.39B 358.88MUNI | ![]() 62.5% | |||
38 | NEAR NEAR Pro... | $1.766 | +3.69% | +5.24% | $2.3B | $558.77M 316.97MNEAR | ![]() ∞ | |||
39 | TAO Bittenso... | $191 | +0.63% | +1.97% | $2.14B | $78.2M 410.16KTAO | ![]() 53.3% | |||
40 | OKB OKB | $86.4 | -0.06% | +1.59% | $1.81B | $9.53M 110.39KOKB | ![]() 100% | |||
41 | ONDO Ondo | $0.3719 | -0.03% | -4.55% | $1.81B | $59.88M 161.11MONDO | ![]() 48.7% | |||
42 | PAXG PAX Gold | $4054.8 | -0.18% | +0.40% | $1.79B | $63.26M 15.61KPAXG | ![]() ∞ | |||
43 | SDG ShineDog... | $1.65 | -13.16% | -16.97% | $1.65B | $21,647.26 13.11KSDG | ![]() 100% | |||
44 | HTX HTX DAO | $0.0{5}1798 | -10.10% | +0.93% | $1.62B | $86.61M 48.21THTX | ![]() 89.8% | |||
45 | USDD Decentra... | $0.9985 | -0.03% | -0.07% | $1.58B | $6.83M 6.83MUSDD | ![]() ∞ | |||
46 | M MemeCore | $1.1767 | -4.57% | +0.12% | $1.57B | $5.3M 4.52MM | ![]() 13.3% | |||
47 | WLFI World Li... | $0.05484 | -0.62% | -0.17% | $1.49B | $17.83M 325.24MWLFI | ![]() 27.3% | |||
48 | AAVE Aave | $92.62 | +1% | -5.21% | $1.43B | $865.83M 9.35MAAVE | ![]() 96.4% | |||
49 | DOT Polkadot | $0.8397 | +6.38% | +10.21% | $1.42B | $84.3M 101.45MDOT | ![]() 80.8% | |||
50 | USDF Falcon U... | $0.996 | -0.02% | -0.02% | $1.42B | $202,053.02 202.85KUSDF | ![]() ∞ | |||
51 | JLP Jupiter ... | $3.5782 | +0.28% | +0.53% | $1.34B | $3,586.03 1.01KJLP | ![]() ∞ | |||
52 | BFUSD BFUSD | $0.9992 | +0.01% | -0.03% | $1.32B | $3.05M 3.06MBFUSD | ![]() ∞ | |||
53 | SKY Sky Prot... | $0.05638 | +1.27% | +0.87% | $1.32B | $7.94M 141.95MSKY | ![]() 99.7% | |||
54 | MNT Mantle | $0.3974 | -0.23% | -0.46% | $1.31B | $6.11M 15.44MMNT | ![]() 53.1% | |||
55 | MCS Money Co... | $0.2527 | +0.00% | +0.00% | $1.26B | $0 0.00MCS | ![]() 100% | |||
56 | RUBX RUBx | $0.01237 | +0.00% | +0.00% | $1.24B | $0 0.00RUBX | ![]() 100% | |||
57 | PEPE Pepe | $0.0{5}2947 | -1.77% | +5.17% | $1.24B | $266.81M 91.02TPEPE | ![]() 100% | |||
58 | ICP Internet... | $2.123 | +3.20% | +1.23% | $1.18B | $22.21M 10.59MICP | ![]() ∞ | |||
59 | WLD Worldcoi... | $0.3294 | +4.01% | +1.32% | $1.17B | $1.12B 3.42BWLD | ![]() 35.8% | |||
60 | BGB Bitget T... | $1.6255 | +2.10% | -1.21% | $1.13B | $8.45M 5.29MBGB | ![]() 35% | |||
61 | USDGO USDGO | $1.001 | -0.02% | -0.01% | $1.11B | $3.49M 3.49MUSDGO | ![]() ∞ | |||
62 | U United S... | $1.0004 | -0.02% | -0.03% | $1.11B | $51.6M 51.58MU | ![]() ∞ | |||
63 | ETC Ethereum... | $6.622 | +0.86% | -2.31% | $1.04B | $50.25M 7.63METC | ![]() 74.9% | |||
64 | WBNB Wrapped ... | $590.3967 | +1.09% | +4.53% | $1.03B | $4.14M 7.01KWBNB | ![]() ∞ | |||
65 | ASTER Aster | $0.6069 | +0.99% | -2.53% | $1.01B | $31.09M 51.50MASTER | ![]() 20.7% | |||
66 | PI Pi Netwo... | $0.08305 | -1.05% | +8.90% | $911.95M | $2.12M 25.56MPI | ![]() 11% | |||
67 | KCS KuCoin T... | $6.471 | -1.74% | -1.96% | $884.09M | $2.9M 440.22KKCS | ![]() 68.6% | |||
68 | BEAT Audiera | $2.859 | -16.04% | +0.23% | $878.64M | $28.76M 9.01MBEAT | ![]() 30.9% | |||
69 | ENA ENA | $0.09153 | +4.18% | +10.46% | $876.21M | $230.75M 2.53BENA | ![]() 63.7% | |||
70 | QNT Quant | $60.11 | +0.14% | -2.80% | $873.58M | $3.65M 60.84KQNT | ![]() 99.5% | |||
71 | JST JUST GOV | $0.1061 | +1.02% | +2.68% | $868.36M | $18.19M 172.67MJST | ![]() 82.7% | |||
72 | PUMP Pump.fun | $0.0022 | +4.96% | +7.21% | $864.55M | $48.55M 22.59BPUMP | ![]() 39.5% | |||
73 | ALGO Algorand | $0.08924 | +4.95% | +12.05% | $799.29M | $259.23M 301.78MALGO | ![]() 89.7% | |||
74 | POL POL (ex-... | $0.07309 | +0.37% | -0.51% | $781.39M | $17.64M 240.67MPOL | ![]() ∞ | |||
75 | BNSOL Binance ... | $82.9 | +0.97% | +0.48% | $748.15M | $495,920.07 6.00KBNSOL | ![]() ∞ | |||
76 | JITOSOL Jito Sta... | $95.4 | +0.84% | +0.96% | $732.11M | $236,684.94 2.50KJITOSOL | ![]() ∞ | |||
77 | NEXO Nexo | $0.7274 | -0.46% | +2.79% | $723.89M | $4.75M 6.55MNEXO | ![]() 100% | |||
78 | ATOM Cosmos | $1.372 | +8.97% | +5.13% | $716.6M | $471.69M 176.67MATOM | ![]() ∞ | |||
79 | KAS Kaspa | $0.02583 | -3.23% | -7.16% | $713.54M | $6.46M 247.67MKAS | ![]() 96.2% | |||
80 | RENDER Render N... | $1.363 | +0.22% | -3.34% | $705M | $10.33M 7.61MRENDER | ![]() 80.5% | |||
81 | GFO GoodFund... | $0.06913 | -1.15% | +1.97% | $691.6M | $21,138.92 304.20KGFO | ![]() 100% | |||
82 | GT Gatechai... | $6.46 | -0.16% | -1.53% | $689.11M | $1.79M 273.96KGT | ![]() 74.7% | |||
83 | STABLE Stable | $0.03168 | -1.36% | -14.41% | $648.42M | $8.43M 265.68MSTABLE | ![]() ∞ | |||
84 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ![]() ∞ | |||
85 | LSETH Liquid S... | $2082.28 | +1.10% | -0.41% | $638.01M | $56,578.16 26.23LSETH | ![]() ∞ | |||
86 | JUP Jupiter ... | $0.1941 | +0.88% | +6.70% | $614.05M | $6.29M 32.69MJUP | ![]() ∞ | |||
87 | FIL Filecoin | $0.7208 | +0.79% | +3.35% | $586.01M | $110.98M 154.01MFIL | ![]() ∞ | |||
88 | VVV Venice T... | $0.08581 | -13.14% | +3.26% | $578.26M | $6.01M 494.62KVVV | ![]() ∞ | |||
89 | MXN MXN | $0.05513 | +0.47% | -0.56% | $553M | $59,724.95 1.08MMXN | ![]() 100% | |||
90 | ARB Arbitrum | $0.08321 | +3.13% | +7.03% | $549.37M | $141.96M 1.71BARB | ![]() 66.1% | |||
91 | 币安人生 币安人生 | $0.548 | -4.95% | -14.51% | $547.39M | $18.54M 33.76M币安人生 | ![]() 100% | |||
92 | FLR Flare | $0.006221 | -1.04% | -0.58% | $539.1M | $1.3M 209.27MFLR | ![]() ∞ | |||
93 | XDC XDC Netw... | $0.02604 | -0.62% | -4.73% | $519.39M | $9.89M 379.56MXDC | ![]() ∞ | |||
94 | INJ Injectiv... | $5.012 | -0.40% | +5.80% | $501.35M | $18.7M 3.76MINJ | ![]() ∞ | |||
95 | LIT Lighter | $2.0109 | +0.83% | -5.29% | $499.92M | $29.81M 14.59MLIT | ![]() 25% | |||
96 | TUSD TrueUSD | $0.9963 | -0.03% | -0.05% | $492.68M | $1.05M 1.05MTUSD | ![]() ∞ | |||
97 | METH Mantle S... | $2042.14 | +0.19% | -0.95% | $470.16M | $138,132.92 67.93METH | ![]() ∞ | |||
98 | CAKE PancakeS... | $1.433 | -0.46% | +4.67% | $461.51M | $7.74M 5.39MCAKE | ![]() 80.5% | |||
99 | VET VeChain | $0.004718 | +1.44% | +4.49% | $406.05M | $3.44M 732.74MVET | ![]() 99.2% | |||
100 | DASH Dash | $31.38 | +0.93% | +3.49% | $399.75M | $19.95M 638.43KDASH | ![]() 67.7% |


























$1.51M

$1.68M
$4.51M



