OKX Boost Monthly Observation: Issued nearly 9 million dollars in incentives; X Launch open to all users; new project transparency ranks in the top 18% of RootData (September-October).
Boost 累计已上线 114 个项目，其中 55 个上线 OKX 永续合约，34 个上线 OKX 现货。
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Nvidia's new leader Kress: Once cut $250 billion in guarantees in half, now wants to hit the brakes on AI financing.
黄仁勋离场后，接棒的临时 CEO 克雷斯正是当年把英伟达对 OpenAI 俄亥俄项目的 2500 亿美元担保砍到 1050 亿美元的人。英伟达承诺规模已超 5300 亿美元，5000 亿美元融资平台至今零成交——「这还不是融资危机，但可能是风险重定价的催化剂」。
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Three challenges left by Jensen Huang: Who will take the helm, can CUDA be maintained, and how to fulfill the $279 billion commitment?
黄仁勋辞任后，英伟达股价盘中一度跌约 14%。临时 CEO 克雷斯能否接住 60 人直属汇报体系、CUDA 会不会被 ROCm 与开源框架侵蚀、2790 亿美元供应与产能承诺如何兑现，是摆在新管理层面前的三道题。
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Rushing before Nvidia's collapse: Trump's "precise divestment" with several lawmakers was uncovered.
黄仁勋辞职引发英伟达史诗级抛售，媒体翻出特朗普与多名国会议员家族的减持记录：特朗普 8 月 21 日卖出最高 100 万美元英伟达股票，众议员康纳家族信托更在历史高点次日减持；相关人士均否认内幕交易。
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After Jensen Huang's departure, 14 investment banks quickly interpreted: No one can wear his leather jacket, bottom consensus is about 150 dollars.
14 家华尔街机构紧急表态：3 家下调评级、6 家下调目标价，但多数维持买入，逻辑是「订单已排至 2028 年，盈利不变、只压估值倍数」。真正的担忧是无人接班，以及黄仁勋亲手搭起的 AI 生态融资体系。
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Jensen Huang steps down from NVIDIA: CFO Kress appointed as interim CEO, Jones becomes the first chair of the board.
英伟达宣布黄仁勋辞去 CEO 及董事职务，CFO 科莱特·克雷斯出任临时 CEO，董事哈维·琼斯成为公司史上首位董事会主席；公司同步启动继任者遴选，并将在太平洋时间 11 月 18 日召开全员会。
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Anthropic IPO received approximately six times oversubscription, with a maximum fundraising of 90.4 billion dollars aiming for the largest listing in history.
彭博社称 Anthropic IPO 已获约六倍超额申购，需求主要来自机构大额订单；此次公开发行加私募配售合计募资最高约 904 亿美元，完全稀释估值约 1.4 万亿美元。
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Tesla and SpaceX merger accelerates: $3.47 trillion scale, transaction could be announced as early as December.
彭博社称特斯拉与 SpaceX 正在推进合并谈判，最快 12 月官宣，两家市值合计约 3.47 万亿美元；交易仍受马斯克控制权安排、SpaceX 国防合同与特斯拉中国业务等监管难题制约。
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Jensen Huang resigned, Nvidia plummeted 10% in pre-market trading.
这段非凡增长背后的核心缔造者骤然离场，英伟达与整个 AI 产业将如何承接这一空缺，市场正拭目以待。
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Bernstein: Why now is absolutely not the time to bottom fish Nvidia?
伯恩斯坦将英伟达评级下调至“与大市同步”，目标价腰斩至 200 美元。尽管公司基本面强劲且估值极具吸引力，但该行认为“发现蟑螂时绝不止两只”，叠加继任者空缺、潜在政府调查及供应链承诺生变等重重不确定性，负面消息尚未见底，建议投资者暂勿抄底、袖手旁观。
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The whole world is waiting for Lao Huang's results.
从标普 500 指数到亚洲的芯片供应链，再到周末仍在交易的链上市场，英伟达的动荡正在外溢至整个市场。
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Musk and other Silicon Valley bigwigs collectively voiced support for Jensen Huang: he should not be fired before the investigation is over, and whether to stay or leave should be decided by a shareholder vote.
因第二段婚外情曝光，英伟达董事会据报已成立调查委员会并准备解除黄仁勋职务；马斯克、Gavin Baker、Tim Sweeney、Bill Ackman 等公开要求董事会克制，去留交由股东投票。按公司章程，11 名董事中过半数 6 票即可罢免。
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2026 Crypto Stock Market Q4 Outlook (August–October)｜RootData Research
Stock Perpetual Futures and Tokenized Stock Spot
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