News & Stimmung

Chinese chip champion CXMT soars 466% in market debut - Financial Times

<a href="https://news.google.com/rss/articles/CBMihAFBVV95cUxOVnc2VGF5dERKYWpOSGVGTXNpU2t0WXN4bGdyX2VFOHdUXzlpVlNPT0lPNDA2SnVZVkYxRzdldkUta0pyZXk3ZUhGc3RIMHg3UzlSN2lZb2hwMWtrZ2tINm1PUk5vYXhBZUdQSUJZMDJ5SWxLSGJsMWw1bkRvbG1TbHl0X0w?oc=5" target="_blank">Chinese chip champion CXMT soars 466% in market debut</a>&nbsp;&nbsp;<font color="#6f6f6f">Financial Times</font>

China memory chipmaker CXMT skyrockets 500% in blockbuster Shanghai debut - CNBC

<a href="https://news.google.com/rss/articles/CBMif0FVX3lxTFB6d3c1MnFFcWgzcTU5TjE5UF9PV2E2eEdTbnJ6VFJncjdXS3FtcjNpSm91SUw3Q1VZY2NKMUtpc3BSQ056TWRpd2pHbEhobW1iSkRMRWZTeEl0SGhwV1VCOGpveE41WHZoRmxRdWp4NmdlYUtYbFEwX0pNdkVTaknSAYQBQVVfeXFMT2tVM2swTkQyWFAyRU9CbUhBQTZFTkhicmNBc1hWTXhXZzQzYVJraG1YMVBSbXhQTmV6ZTB0N1FoRlIzaXpwR2xHWUhJLXY3Zl93UWpIc2U4czQ4bllBVk9ncW51SzNYVEZlYmdmdkNWVFZDVGl0Q3QwWkpJVXU5UzBsbDNz?oc=5" target="_blank">China memory chipmaker CXMT skyrockets 500% in blockbuster Shanghai debut</

Microsoft's Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why. - The Motley Fool

<a href="https://news.google.com/rss/articles/CBMiwgFBVV95cUxQZmpqRXhRUnRuUTVSeVI0c01lejBzSGNVbzBoWF94Rks4ZmFnZnF2RjZuRE81b1FOc20wN2g5UkdaTXUtOGE4T1dTcHZ3bVF2dEVMTmI3ZENaWW9ZWVdrQTUtYnVlZEFOTTdzMFZ6S1QwWlRzZno1VzJ1ZGZMajY5ZkkyQlBlMFpVQ01Xa0lkbW16RWxGMkZWYVRsekw0WThNVldaa0w0SHh4WlhKTnN6UEdsRENwdDU3MzJBU28zam5OZw?oc=5" target="_blank">Microsoft's Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why.</a>&nbsp;&nbsp;<font color="#6f6f6f">The Motley Fool</font>

Are Midterm Elections a headwind for stocks? - Investing.com

中期选举对股市影响存疑，市场观望

Micron vs. Sandisk: Which Stock Is the Better Buy for the Memory Boom? - The Motley Fool

分析美光与闪迪在存储繁荣中的投资价值比较

Hayward (HAYW) Stock May Be 15% Undervalued After Permit News - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMilAFBVV95cUxNN281alZuNTRHQ0RBdE1JZmhnci1mYVgwSlNYclJ6eWJMcHM3b0dQTFZQazAxTWlQR1RGTkxrQmRQLUlxaDJvWDl2eTllOTZwZW4xQy1uMTZ3YzZTR19mVGFudFFrSTBfWHYtQjhXVUpHYlRNMTJiNDRpaElHMHhHX1haWG1MMTdrSXpRS1RuaDZCMGFH?oc=5" target="_blank">Hayward (HAYW) Stock May Be 15% Undervalued After Permit News</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Jamie Dimon Says Stock Valuations Are Too High. But That Shouldn't Change How You Invest. Consider These 3 ETFs. - The Motley Fool

戴蒙称估值过高但建议继续投资，并推荐三只ETF。

Stock Market Week Ahead: Mag 7 And The Fed — But It's All About The Cash - Investor's Business Daily

本周关注七大科技股和美联储，现金为王。

The Vanguard Total Stock Market ETF (VTI) Now Holds 18,738,438 Shares of SpaceX Stock. Here's What That Means for Investors. - Yahoo Finance

朝鲜逮捕涉嫌洗钱黑客，对加密市场影响中性。

Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.34% - Investing.com

<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQMnF4Uy1PRzAxdEhMRWw1V0RBc09WalpLYVMybWlSUkk1TUo1SEZESU5TcVZPWVBWSFdFa2xaVmpiQ3AwR0d2OTdtX3Ezam5rdVN2bExURExGcnhOYV9iSy1ZWDhHSzBKVndjR2hZV0VPOGFKaE80NVF0bVRIOFpSRmhQVE1JN0xlaHZrNHhCOVpIbTU1aFJ5VW1wSnZJc2tfWkJPdXVEaHE0c19rQUJDTUxlaDg4d1l6SG10Z3ZYYlZvY0k0N1E?oc=5" target="_blank">Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.34%</a>&nbsp;&nbsp;<font color="#6f6f6f">Investing.com</font>

What to Expect in Markets This Week: Amazon, Apple, Meta and Microsoft Earnings; Fed Interest Rate Decision - Investopedia

本周聚焦亚马逊、苹果等财报和美联储利率决议，市场等待方向。

Why are investors freaking out about Big Tech's booming AI capex? - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxPbXdzVmRjS1BDY25Fa3hTWVlXclVIQzkxblFXVWNqdTkxd1BfWHg3aHlUVFo3MDJVQ0pPWVZVR0ZYbUxtM3VkSlMtaTdpLWctR0xldEUyQ0hUd0Z4dXh1QTVIcEFPZjF3Qm1hOUxJcmQ4WnNFRUgyQWFwZE5MQU1lSms3cHY4M2t4VmpqbmQxbFd1N29scUxoVkRyZ200YXB0QTVvbnpEZHVBRnIySEt4bGFfM1lDenpCWjkyRA?oc=5" target="_blank">Why are investors freaking out about Big Tech's booming AI capex?</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Corporate America is the most optimistic it's been in 15 years — but the market's still stuck: Chart of the Day - Yahoo Finance

美国企业15年来最乐观，但市场停滞。

Earnings playbook: Apple and other megacaps lead busiest week of the season - CNBC

财报季最繁忙一周，苹果等大盘股领衔

Capital Economics Warns Foreign Buying Boom Could Signal Risks for the S&P 500 - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxOSWVGU05ud3BGbnBPUmZxQllEX0hVakxMVWNMOHhDcWFuaGN4Y0NGajRma3dLSDUyUVNYMWRhZFlwbUhTeThUYVFXVS1VYThWb1JVR0JSZkpqRUgzbVJ1d1RJTWRrLXlId0ZHRTFMZktmOXNUclR4Z3ppOVJwMlJMZ2NJQUZMSGVKNXpiRDBnb2pPR0JaZk8wbUNkNDZ5YmdxTDl2SkNR?oc=5" target="_blank">Capital Economics Warns Foreign Buying Boom Could Signal Risks for the S&amp;P 500</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Warren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple) - The Motley Fool

<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxQYmZxZi0yekNLVVBHZDByVHFGLTBtV3JZZlRYdTFmd1M5MzdHcG9GR3NodkI0QmxoZ1pjamZVLVAwdGNqSjlzcHV0aGNvR1pWcW9OaHlEVTNKajVIQkNUMmVWS083MmJwcWtiX1NnWGlfc2Uwc2tra3RDQ2tZa2dHbGtlT0hRV2hhQmlKbmtNZ0gteEhLWEMwbQ?oc=5" target="_blank">Warren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple)</a>&nbsp;&nbsp;<font color="#6f6f6f">The Motley Fool</font>

Investors Don’t Want to Scrap Quarterly Reports. Companies Should Think Twice. - WSJ

投资者不赞成取消季报，建议公司慎重考虑。

1 Growth Stock Down 36% in 2026 to Buy and Hold - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxQNFVGYkF4OXNuNko5dTRoYkRuZ0tZV3NxQWd0T2xUcFB5aXJLcWxaWm9zVDhKU0FLc3VZU1ByV0Qxb0dka2E2MnZNcmdQdWRkZXJPNkFuenhZdmFPSm5XYUVBSy1PMjdoQ1ZkUy11RmJKQUptX3Y3Z3oxY3EzWHBNNFpnM0ozd2NHamJHMENxZ2c?oc=5" target="_blank">1 Growth Stock Down 36% in 2026 to Buy and Hold</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Prediction: Palantir Stock Will Drop to This Price After Aug. 3 - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxNM215bkhPT3NtSm5OOE1RVTFicE5qYnJ5V080TkFZVGN5dFN3WjB5YVM5WGJxLWRnYlZfYWtSdTdBUzhLNm81SkM2SzdZdjR5YTNRVGttV2VtajVOaXRRUWd1bkVzQkQ1aGxsQVM2ZURoWm4yYmFoSUZWNTN1Umgzd2FUNTRNRDJ5cWFFeE43SGFQMWR3Uk1IbjZfTl84aHZrNEI4?oc=5" target="_blank">Prediction: Palantir Stock Will Drop to This Price After Aug. 3</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

SK Hynix’s US share premium flashes another AI bubble warning - Investing.com

股市杠杆风险警示，强调风控底线，避免悲剧重演。