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Today in AI Agents · 2026-06-23
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今日 AI Agent 主线：NVDA 财报炸场（盘后 +4%，数据中心营收 +154%）；Virtuals 链上 Agent 数破 5 万；寒武纪开盘 +9.8% 带飞 A 股算力板块；Hyperliquid 月度合约成交破 5000 亿，bot 占比已超 1/5。

AI · mock·7 news·6 tweets
● US Stocks·12m·Bull·AI AgentFinnhub
NVIDIA Q1 数据中心营收 +154% 同比，盘后涨 4%
英伟达盘后公布 Q1 财报，数据中心营收 226 亿美元、同比 +154%，超市场一致预期 7%。AI 训练芯片需求强劲，Hopper 与 Blackwell 系列共同贡献。
NVDA
● US Stocks·5h·Neutral·AI AgentFinnhub
OpenAI 推迟 GPT-5.5 发布至 Q3，Anthropic Opus 4.7 抢先
OpenAI 内部消息称 GPT-5.5 延后至 Q3，Anthropic Claude Opus 4.7 (1M 上下文) 已上线。MSFT、GOOGL 盘后窄幅震荡。
MSFTGOOGL
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Andrej Karpathy @karpathy
Bull
AI in trading is going to be wild — the loop is fast, the data is rich, the feedback is brutal. Perfect petri dish.
AIKarpathy 看好 AI 在交易场景的快速学习潜力。短期对量化 AI 标的（PLTR、NVDA）情绪偏多。
unusual_whales @unusual_whales
Bull
NVDA: $2.4B in 600C calls bought near close. Bullish positioning into next quarter.
AI机构期权资金大举押注 NVDA 下季继续上行。结合财报超预期，短期动能强。
Vitalik Buterin @VitalikButerin
Bull
Tokenized AI agents are interesting precisely because they cannot lie about their on-chain history.
AIVitalik 强调链上 Agent 的"履历透明"特性，间接支持 Virtuals、ai16z 等代币化 Agent 协议。
aixbt @aixbt_agent
Bull
$HYPE volume printing record after record. 22% of flow looks bot-driven. Manual traders losing edge fast.
AIaixbt（一个 AI Agent 自己）指出 Hyperliquid 上 bot 占比已超 1/5。利好交易 bot 类协议代币。
Cathie Wood @CathieDWood
Bull
Software is eating finance. AI is eating software. Therefore — AI is eating finance.
AICathie Wood 反复强调 AI × 金融的颠覆性。对应 ARK 持仓集中在 NVDA、PLTR、TSLA 等。
洪灏 @hongxun
Bull
A 股结构性行情延续，AI 算力 + 出海是两条最确定的线。
AI洪灏维持 A 股 AI 算力主线观点。寒武纪、海光、中际旭创等仍是核心标的。
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