台积电 ADR（美股代码：TSM）昨日大涨逾 5%，收在 387.44 美元的历史高点，以新台币汇率 31.49 计算，换算台股 2330 的价格应为 2,440 元。在资本支出不断扩张的同时，台积电将延后引进 ASML High-NA EUV 设备，研发团队已成功在既有设备基础上挖掘更多潜力，并持续推进制程蓝图。 TSM 创历史新高，外资纷纷上调目标价 近期台积电受惠于 AI 芯片应用市场的显著成长，其 ADR 股价创下新高，多家外资券商亦依据其财务预测调升了目标价，其中，巴克莱银行将其目标价从 450 美元上修至 470 美元。 台积电 ADR 昨日收在 387.44 美元的历史高点

根据 彭博 4 月 22 日报道（引 The Information 独家），中国 AI 新创 DeepSeek 正在洽谈首轮外部融资，估值达到 200 亿美元。这是 DeepSeek 自 2023 年成立以来首次对外募资，过去完全由量化对冲基金 High-Flyer Capital Management 通过内部供资。200 亿美元估值也是中国 AI 新创首次进入“百亿美金估值”下半段的里程碑。 融资规模与资金用途 DeepSeek 寻求至少 3 亿美元的首轮融资，200 亿美元估值较稍早 4 月 17 日 The Information 首次披露的“100 亿美元以上”估值再翻倍

据资深交易员彼得·布兰特（Peter Brandt）称，比特币在去年10月创下的 $126,100 历史最高价（all-time high）之前，可能还需要超过一年才能重新夺回。 “我在2026年看不到新的价格高点，”布兰特在接受 Cointelegraph 采访时表示。“也许要到2027年的第二季度才行，”他说，虽然他也认为……

FTX bankruptcy liquidation created a new type of asset trading, where hedge funds achieve stable high returns by purchasing locked tokens at a discount and shorting them in the futures market, while retail investors become liquidity providers, leading to poor crypto market performance from 2023-2025. Bitcoin benefits from structural advantages due to its transparent supply and absence of locked tokens.

The UK High Court is hearing a bitcoin theft case in which the plaintiff accuses his estranged wife of secretly stealing 2,323 bitcoins in 2023. In the case, the plaintiff used recording evidence to prove the defendant and her sister planned to transfer bitcoins. The judge found the plaintiff likely to win and ordered asset freezing and dismissed some claims, recommending that the case be tried as soon as possible.

Far Eastern International Bank has signed a cooperation agreement with Taiwan's High Prosecutors Office to establish an anti-fraud investigation framework that integrates information from banks and virtual asset service providers. Through this collaboration, the bank will strengthen monitoring of abnormal fund flows and enhance its ability to intercept fraud cases. Far Eastern Bank holds a 95% market share in virtual asset fund flows and supports judicial authorities in strengthening anti-fraud measures, demonstrating the role of financial institutions in combating fraud.

Bitcoin mining is facing severe challenges as coin prices decline and energy costs rise, with mining costs surging to $88,000, causing miners to lose nearly $20,000 per bitcoin mined. International oil prices and geopolitical risks are intensifying, exacerbating miners' financial pressure. Hash rate losses and extended block times indicate miners are exiting the market, driving sell-offs that further impact price structure. To survive, mining companies are turning to AI and high-performance computing to seek new revenue sources.

Bitcoin is facing pressure around $70,791 as U.S. 5-year Treasury yields hit a 9-month high, coupled with inflation concerns triggered by the Iran conflict. Market funds are tilted toward holding cash, weakening demand for Bitcoin, while analysts predict it may retest the $66,000 support level. With rising probabilities of rate hikes, speculative demand for Bitcoin has weakened, and overall risk assets are under pressure.

MicroStrategy (MSTR) plans to raise $42 billion through a new at-the-market offering program, selling common and preferred stock to accelerate Bitcoin purchases. Recently, the company spent $76.6 million to acquire 1,031 Bitcoin. However, the company currently has paper losses exceeding $3.2 billion, and high dividend pressure coupled with limited cash reserves raise concerns about future financial risks.

AI agent OpenClaw has sparked a global trend, with the Chinese government releasing a security handbook to alert users to risks. The Financial Supervisory Commission has observed financial institutions gradually adopting OpenClaw and responded that it will formulate relevant security guidelines. Meanwhile, the Digital Development Department is promoting sovereign AI to enhance cybersecurity protection. China is experiencing a user exodus, mainly due to high technical costs and security risks.