Bitcoin mining difficulty dropped by 0.79% to 83.72 T
Mempool data shows that the Bitcoin mining difficulty adjustment occurred today at 17:04 (block height 846720), with a decrease of 0.79% to 83.72 T.
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After $20 Billion Withdraws from TMT, Goldman Sachs Trading Desk Recommends Selectively Buying the Dip in AI: Focus on Four Major Directions
According to the Goldman Sachs trading desk, the recent sharp decline in AI stocks is due to hedge funds deleveraging, rather than weakened demand. Quantitative indicators show that crowded AI positions have been significantly cleared, with the momentum basket plunging 7.8% while the Nasdaq dropped only 0.8%, indicating that the damage is highly concentrated. The suggested order for bottom fishing is: power generation → hyperscale cloud → inference/cybersecurity, with priority given to assets with real cash flow. The verification window is before November 6, and the key will be whether the capital expenditure guidance from Microsoft, Google, and Amazon is revised downward.

