建军大业

Following Eight Immortals to Penglai, one just needs 48 hours to make all wishes come true_我的网站

一 |     　　8月24日，美股三大指数走势分化，截至发稿，道琼斯指数涨0.33%，纳斯达克综合指数跌0.92%，标普500指数跌0.31%。

二 | 　　存储芯片板块走弱，SK海力士跌超6%，美光科技跌超6%，闪迪跌超10%。    

    Visitors at the Eight Immortals Crossing the Sea scenic area in Yantai, Shandong Province Photo: VCG
I first watched the movie All Wishes Come True on a sweltering evening in Beijing, the kind of night when the city's heat presses against the windows and the air-conditioning struggles. 
The comedy, widely considered one of the best-reviewed Chinese animated features of the 2026 summer season, unspooled its turquoise landscapes and bureaucratic immortals with a lightness that belied the depth of its source material. By the time the credits rolled, I found myself less interested in the characters' KPI struggles than in the place they called home: Penglai - the northern tip of the Shandong Peninsula in East China, where myth and shoreline have shared the same address for more than 1,000 years.
By one Saturday morning, I was on a high-speed train heading east from Beijing, the film still playing in my head. "Don't ask where they came from," the movie's quiet refrain goes, "only where they are going; don't ask about gains or losses, only about right or wrong." It felt like decent travel advice.
    A colorful 3D relief depicts the classic Chinese mythological legend 'The Eight Immortals Crossing the Sea' at the Penglai Pavilion scenic area Photo: Xu Liuliu/GT
Fairyland of the mortal world
Stepping off the train, Penglai announced itself gradually. The air cooled. The sea appeared, first with shimmering light, then as a broad, restless presence. The average temperature here sits at around 12.5 degrees Celsius for the whole year; winters refuse to freeze the spirit, summers decline to scorch it. Locals call the place "the fairyland of the mortal world," and for once the slogan does not feel like municipal overreach.
I began, as most pilgrims do, at Penglai Pavilion. The Song-dynasty (960-1279) complex rises from a cliff as if the rock itself had decided to become architecture. It is the only seaside member of China's four great ancient towers, and the only one that smells of salt. From its highest platform the Yellow and Bohai Seas meet in a visible seam of color, two blues arguing politely about territory. Legend insists the Eight Immortals gathered here, drank too well, and then crossed the water by their various supernatural means. Standing in the same spot, I could almost hear the clink of chalices.
The pavilion is not a museum of relics so much as a working stage for memory. The hall of Lü Dongbin, one of the Eight Immortals, still receives incense. Stone tablets carved with poems by generations of visitors lean against one another like old friends. In the afternoons, costumed performers - local "NPCs" of the Eight Immortals - wander the stone paths, joking with tourists, offering blessings, occasionally breaking into song. Children chase a character carrying a flower basket; adults pose solemnly beside Tieguai Li. The boundary between screen and shore softens.
One of the locals, who grew up within sight of the pavilion, told me this was the season for haishi - the mirages that have made Penglai famous for centuries. Sea mirages, sea mists, and horizontal fog form the three maritime wonders here, appearing without schedule and vanishing just as quickly. I waited an hour and alas saw only ordinary clouds. Still, the sense of possibility felt sufficiently satisfying. 
Across the water lies the Eight Immortals Cross the Sea scenic area, laid out in the shape of a giant gourd - Tieguai Li's preferred vessel. From the highest pavilion the gardens, pavilions, and sculpted figures form a coherent narrative of ascent and departure. Wandering in the area, you will see that the water is calm, the sky the exact shade of celadon used by the animators. It was easy to understand why story-tellers kept returning to this stretch of coast: the landscape itself seems to invite transformation.
Penglai is not only myth. The old water city, China's best-preserved ancient naval base, still holds the outlines of docks where warships once waited. Nearby stand the memorials to Qi Jiguang, the Ming Dynasty (1368-1644) general who defended these shores against Japanese pirates. 
The same peninsula that dreams of immortals also remembers the hard work of keeping the sea lanes open. The film's protagonists, for all their comic incompetence, share a stubborn sense of duty toward the human world. Standing among the fortifications, I felt the two strains of the place - celestial and martial - settle into balance.
    The iconic memorial archway 'Penglai on Earth' at the Penglai Pavilion Scenic Area in Yantai, Shandong Province Photo: Xu Liuliu/GT
Banquet from sea
Food here is another kind of story-telling. At a small restaurant in the city I ordered Penglai noodles, thin and springy, swimming in a broth that tasted of the morning's catch. Later came an "Eight Immortals banquet," each dish inspired by one of the legendary figures: a crisp fish for the crossing, a fragrant wine for the celebration afterward. The wines themselves deserve attention. Penglai sits on the same latitude as some of the world's great vineyards. 
In the late afternoon light, the grapes looked almost black, and the air smelled of sea and oak. A glass of local wine, tasted on a terrace overlooking the water, carried a mineral edge that felt like the peninsula distilled.
Evenings belong to the streets. On Xianjie or Immortal Street, lights come on early. Vendors sell souvenirs of the Eight Immortals' magic instruments, small wooden crutches, fans, flower baskets. Musicians play, children run between stalls, and the smell of grilled seafood mixes with the cooler night air. It is ordinary Chinese night-market life, elevated by the knowledge that the stories being sold have been circulating for a millennium.
I spent my last morning climbing Laobeishan or Tianheng Mountain to the precise point where the two seas divide. The water on one side was a deeper yellow, on the other a clearer blue. Tourists took photographs, capturing the magical sight of the water's two different colors. 
Penglai is much more than what is portrayed in the movie. The cliffs, the pavilion, the mirages, and the slow accumulation of legend were here long before any animator arrived. Yet the film has done what good popular art sometimes does: it has given a new generation a reason to look again. Walking back down the mountain that morning, I kept thinking of the line about not asking about origins, only about destinations. 
Penglai's destiny, it seems, is simply to remain itself - half myth, half working harbor - while the rest of us keep arriving, notebooks open, cameras ready, half expecting to see haishi.
。　　全球要闻　　黄金、比特币起飞！美债危机正重燃“货币贬值交易”？　　美国财长贝森特旨在压低美国融资成本的干预，仅让长期美债收益率走低了不到一天。相比之下，更为持久的市场信号却在于——美元走弱，而黄金与比特币同步走高，进一步强化了年初由不断膨胀的美国财政赤字及政策走向隐忧所驱动的“货币贬值交易”叙事。　　全球央行年会本周召开！贝森特救不动的美债 沃什能救吗？　　债券投资者本周无疑将把焦点牢牢锁定在美联储主席凯文·沃什于杰克逊霍尔全球央行年会的讲话上。随着美国财长贝森特上周的“救市”行动效果迅速消退，长期美国国债眼下正面临进一步抛售的风险，市场显然将从沃什表态中寻找美联储将如何应对顽固通胀与财政隐忧的蛛丝马迹……　　美财长：美伊战事进入“终局” 特朗普政府已摧毁伊几乎所有军工厂 “掩埋”其核计划　　美财长称美伊战事进入“终局”美国财政部长贝森特23日晚在社交媒体上说，美国同伊朗的战事正进入“终局”，扬言要切断伊朗政权“每一条经济命脉”，直至德黑兰“孤立无援”。贝森特说，特朗普政府已瓦解伊朗的军事能力，摧毁其几乎所有军工厂，并“掩埋”了伊朗核计划。　　美联储“大鹰派”再发声：通胀短期内难回落 北美贸易战成新逆风！　　明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）周日表示，美国国债收益率上升并不构成担忧，也不太可能影响货币政策决定。不过，美国通胀短期内难以回落至目标水平，而关税和贸易冲突是“罪魁祸首”之一。　　高盛揭秘10万亿美元AI持仓版图 对冲基金与共同基金有哪些不同？　　在持续火爆但波动性极高的人工智能（AI）交易中，高盛最新报告或许能让人一窥专业投资者的思路。高盛表示，对冲基金对人工智能交易的敞口仍然比共同基金更大，但两类基金在2026年第二季度都调整了人工智能股票的仓位。而且，它们对于大型科技股和半导体等个股的选择也截然不同。

三 | 　　公司新闻　　英伟达财报即将登场！高盛：若不释放这三大利好 股价恐仍将下行　　本周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。

四 | 尽管和华尔街大多数机构一样，高盛预计英伟达第二季度业绩将表现强劲，业绩指引存在显著上修空间，但高盛分析师仍然暗示——这并不意味着公司股价能够在财报公布后上涨。　　SK海力士公布最新HBM进展 称竞争焦点从内存性能转向封装技术　　人工智能数据中心使用的高带宽内存（HBM）技术正在出现重大转向。SK海力士美国公司副总裁Lee Jae-sik最新表示，未来行业不仅需要关注HBM本身，还需要关注封装技术如何影响HBM。Lee在当地时间23日出席了美国斯坦福大学举行的半导体会议Hot Chips 2026，并发表了题为“HBM的高科技封装”演讲。

五 | 　　不认同阿里新股配售？美股“大空头”重大调仓：清仓阿里、押注京东！　　美东时间周日，美股知名“大空头”迈克尔·伯里公开表示，他已经清仓阿里巴巴集团的持仓，转而布局其电商竞争对手京东集团。他表示，他并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高。　　AI“追新”风气悄悄结束 Anthropic顶尖模型在企业市场遇冷　　Anthropic计划在今年IPO，然而越来越多的投资者质疑该公司是否匹配其目标估值。

六 | 最新消息称，该公司计划募资1000亿美元，这将使其IPO估值达到2万亿美元。

七 | 据支付集团Ramp的最新数据显示，Anthropic最大、最昂贵的模型Fable 5发布两个多月后，其收益已稳定占到该公司所有模型总收入的11%左右。但这并不符合企业用户追逐最强大模型的消费路径。　　英伟达部分客户据悉被告知AI相关产品会涨价超15%　　据报道，英伟达最大客户中的一些已被告知，由于内存芯片成本飙升，搭载英伟达AI芯片的服务器很多会涨价逾15%。知情人士透露，此轮涨价适用于明年年初交付的系统，受影响的包括搭载旗舰级Vera Rubin和Grace Blackwell芯片的系统。具体涨幅将取决于英伟达芯片是哪一代产品以及内存配置。。

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