News & Stimmung

Cathie Wood's investment moves on July 27: Adding to positions in autonomous driving and space sectors, while reducing holdings in traditional manufacturing and healthcare stocks - Moomoo

木头姐增持自动驾驶和太空，减持传统制造和医疗。

Triple shocks hitting AI semiconductors! NVIDIA lending risk, China's DUV, and CXMT—Are hedge funds returning to semiconductors? Which segments deserve attention? - Moomoo

AI半导体多重冲击，英伟达等面临风险。

South Korea's KOSPI posts biggest fall since early March as chipmakers slump - Reuters

<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxOYlFYaS1BQVhMWVpiSVZ3S1RMQkI0YTZ2RWFUcEwyRXJRMTV5NUphTFJISW9CSGs4STZxejBfalBTYUtWOFNJeDAySzJYcmdCdWloZlpnSThPU25TMWYwT3g1TUR6UzRzLV9FbFRqVTBmcFo4V3JieWJ5S2djdFdHTTYyaktsVXBYVGh6ODRMdm1UUS01ZmpYLVlWQ3czSkxhSGVPMjNLRzJZNkNneXFUeHFlM00?oc=5" target="_blank">South Korea's KOSPI posts biggest fall since early March as chipmakers slump</a>&nbsp;&nbsp;<font color="#6f6f6f">Reuters</font>

U.S. stock futures slip, South Korea's Kospi plunges 10%: Live updates - CNBC

美股期货下跌，韩国股市暴跌，利空。

"Black July" looms large as South Korea's stock market mounts a defense of the 6,000-point level - Moomoo

港股IPO数量与募资额大幅增长，市场活跃

Tokyo Market Summary: SHIFT extends gains for third straight day on support for insider threat solution implementation; Nippon Steel rises for 11th consecutive session as funds flow into value stocks amid AI and semiconductor stock corrections; SAKURA Inter - Moomoo

日股价值股上涨，AI半导体股回调，市场分化。

AI sell-off deepens as chip stocks slump in market retreat - business live - The Guardian

芯片股大跌，AI板块抛售加剧，市场利空。

GSK invests £400m to move research centre to Cambridge as Burnham praises ‘vote of confidence’ in UK - business live - The Guardian

<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxOc3RJOXFsTjk2Qlc2ZmZKZ09JNGxSdDk3UktQTnFPUHVFZWdWZHRneVZ4cDNmeXpwdkdVZ0ZzUThPSzNWcm9kYjZOc1ZVR3NvODhaenB6Uk1sSnNKeXRHMTVhX2pMbWl1dE5sZnl1bkhzelVmT3FGellNUHMxY29RMTVqSVlLNzVQV21ab25BZ2dYblkyaUs3cm4yWnBLdEl5QVJZaWotZEYyNHVCMm9XVi0yUHhyY2liV2cyeHg1WE1wb1VuaTFj?oc=5" target="_blank">GSK invests £400m to move research centre to Cambridge as Burnham praises ‘vote of confidence’ in UK - business live</a>&nbsp;&nbsp;<font color="#6f6f6f">The G

Where the US Stock Market May Be Heading Next and What to Buy Now - Morningstar

美股市未来走向分析及投资建议，中性

CNBC Daily Open: Chipping away at the AI boom - CNBC

AI热潮或因芯片问题降温。

Where the US Stock Market May Be Heading Next - Morningstar

分析美股未来走向，无明确方向。

Stock Market Today: Asia Stocks Slide, Weighed Down by Chip Makers — Live Updates - WSJ

亚洲股市受芯片股拖累下跌

Chip stocks slide in US and Asia as AI jitters rattle investors - BBC

<a href="https://news.google.com/rss/articles/CBMiWkFVX3lxTE5mWDhPSWcybGJSbVczRWlnNHRFNW9QbFExbVNtVFVPcEd2eU5WT3FsNWk2WE12N2JWR1JRMVBtbWtHSVNMWWNlN0xYdlpSRDhSX2M0VjA0RlIydw?oc=5" target="_blank">Chip stocks slide in US and Asia as AI jitters rattle investors</a>&nbsp;&nbsp;<font color="#6f6f6f">BBC</font>

Diebold Nixdorf Earnings: What To Look For From DBD - Yahoo Finance

Diebold Nixdorf财报前瞻，市场关注业绩指引。

Bitcoin slides 2% after U.S. close while Korea’s Kospi plunges 10% - CoinDesk

比特币下跌2%，韩国股市暴跌，利空市场。

Asian chip stocks slide as China competition fears rattle AI trade By Reuters - Investing.com

<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQSm9aY0gyazB2WkdWenBUV0ZxRU5OUnJvcDBZNjVHWk9CQTM1QkFETGZ0VTJ2bFZ6MFA2QTFqT1pBU1FmWDdzc3ZNcVVjeXFOS29GSnJMSDgzc1VENFpJNnkxc0VkTmk5TENBUFRROWw5MW5HekVkNThaS1NaLUlrOHZGVVVTeTlIT254VkptX0liVFBJa1JRelZ3S1lVU3B5UVJiemZkQjVuWEZDY2xFSjFXRWdWVW1iXzRtSThzeDU4djNVdnc?oc=5" target="_blank">Asian chip stocks slide as China competition fears rattle AI trade By Reuters</a>&nbsp;&nbsp;<font color="#6f6f6f">Investing.com</font>

South Korea’s Kospi index sinks more than 10% on heavy selling of chipmaking stocks - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxNbmhRSG0xWTd4RkJwSnYtT1V3LUE0U0ZHVmFJZnNxMGZHQ3FQNG5pUHByVmZyUVBmNnF5cHRrMU8zekRhYlZZSUxqSmpxS01EOWpIU3pnc0tsOGtpNjJBMDVsTmJlRjR2QThkVGE1WjhndGkwdk1jU0VQOVp4TG8zOFFwUl8tQThPQVRlNk5TS2ZMY2x3UmFhS3NxajJsNTJ1QUd3?oc=5" target="_blank">South Korea’s Kospi index sinks more than 10% on heavy selling of chipmaking stocks</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Chip firms fall in US and Asia as AI jitters rattle investors - BBC

<a href="https://news.google.com/rss/articles/CBMiWkFVX3lxTE5mWDhPSWcybGJSbVczRWlnNHRFNW9QbFExbVNtVFVPcEd2eU5WT3FsNWk2WE12N2JWR1JRMVBtbWtHSVNMWWNlN0xYdlpSRDhSX2M0VjA0RlIydw?oc=5" target="_blank">Chip firms fall in US and Asia as AI jitters rattle investors</a>&nbsp;&nbsp;<font color="#6f6f6f">BBC</font>

AI stock sell-off deepens as investors dump chipmakers - Financial Times

<a href="https://news.google.com/rss/articles/CBMihAFBVV95cUxQOU5EQzYzM1h5cUFtRE1hbWhzLW5KMm9ZVjZ4SFY0SE5Xc3IweTFEbS1XRTBjbThoVUJodHphUUprdWlEV2dyZ0tsazM0S01adW5EM255NXNhdmV1Vi1fR0dkVXNaRjNvT08ydm1GRlE2TC1XMVBrR3MxRkVwSEVRTnR1Nkc?oc=5" target="_blank">AI stock sell-off deepens as investors dump chipmakers</a>&nbsp;&nbsp;<font color="#6f6f6f">Financial Times</font>

Wall St futures slip as AI concerns weigh; investors await Fed, megacap earnings By Investing.com - Investing.com

美股期货下跌，AI担忧施压