News & Stimmung

波动中调仓换股 海外基金经理上演多空“攻防战”

<p>　　近期，面对全球科技股尤其是<span id="bk_90.BK1036"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1036">半导体</a></span><span id="bkquote_90.BK1036"></span>板块的剧烈波动，海外基金经理正积极调仓：一方面，多家机构因<span class="em_stock_key_common" href="http://quote.eastmoney.com/unify/r/90.BK1036">半导体</span>板块估值高企而减少相关持仓，甚至追加空头头寸；另一方面，资金并未真正离场，而是流入软件、金融、医疗、工业、<span id="bk_90.BK0427"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK0427">公用事业</a></span><span id="bkquote_90.BK0427"></span>等低估值板块，部分投资者更是将

Crypto’s favorite $90 trillion trading product is coming to Wall Street, but big banks are taking it slow

加密货币90万亿产品将登陆华尔街，但大银行行动缓慢

Ranking the 'Magnificent Seven' from most to least attractive, based on future cash flow - Fox Business

基于未来现金流对七大科技股进行吸引力排名

Stock Market Today: Dow Up; Pharma Firm Tests Entry; Memory Plays Sink As China Rival Soars (Live Coverage) - Investor's Business Daily

股市整体上涨，但存储器股因中国对手上涨而下跌，市场分化。

亚马逊入局卫星通信大战：计划部署5000颗卫星 瞄准移动终端用户

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/105.AMZN" target="_blank"><img alt="K图 AMZN_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMZN&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　<span id="stock

SpaceX’s stock falls to a new low despite a near-flawless Starship flight - MarketWatch

<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxOMVItTHprRG42bkxKM0paTWxuVkVyOHBma0tsVUh0MUhBQVZiWFRrRFBBeDFrbS0tRU0tNE1EQXdfSUhic0ZTY2RVRm42ZzB5TVByQXZYUUlmZ0M0eWRLYUl0TlY4WUdzSGVrLWpOdE00b3dKUEJreWI3Yk05eW8zRFBmU0RTTXJNeHBMSVF0U2gwZEFULVl0bEZtMEZ3MXJRZkFVNGtXaDNHSlZNc0YtZ2NQRVZEZw?oc=5" target="_blank">SpaceX’s stock falls to a new low despite a near-flawless Starship flight</a>&nbsp;&nbsp;<font color="#6f6f6f">MarketWatch</font>

券商板块中期业绩预告频频报喜之际 又有股东拟减持

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.600906" target="_blank"><img alt="K图 600906_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.600906&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　【导读】<span id=

停牌！蓝盾光电筹划重要收购

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.300862" target="_blank"><img alt="K图 300862_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.300862&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　【导读】<span id=

Stock Market Today: Major Indexes Mixed; Nasdaq Slips as Chip Stocks Fall; Oil Prices Plunge on Pause in US-Iran Hostilities - Investopedia

美股指数分化，芯片股下跌，油价因停战暴跌

“板卡都缺货！服务器一天一价 合同价只保一周” 上半年集成电路制造利润“狂飙”

<p>　　7月27日，国家统计局公布1—6月规上工业企业利润数据。</p><p>　　上半年，算力需求大幅增长，推动<span id="bk_90.BK1201"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1201">电子</a></span><span id="bkquote_90.BK1201"></span>行业利润同比增长96.9%，拉动全部规模以上工业企业利润增长8.5个百分点，<span id="bk_90.BK1329"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1329">集成电路制造</a></span><span id="bkquote_90.BK1329"></span>行业利润增长更是高达2579.5%。</p><p>　　同一日，存储龙头长鑫科技（SH688825）登陆科创板，上市首日高开471%，收盘涨465.82%，市值3.28万亿元，超越<span id="stock_1.601398">

二手平台疑似同款光模块低价甩卖 东山精密失窃风波再现疑点

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.002384" target="_blank"><img alt="K图 002384_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.002384&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　近日，<span id="

CXMT, Sandisk, ASML, SpaceX, D-Wave Quantum, and More Stocks That Explain Today’s Market - Barron's

列举多只股票，解释今日市场动态

四天翻倍！五洲医疗跨界芯片 股价连续异动

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.301234" target="_blank"><img alt="K图 301234_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.301234&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　7月27日，<span id="stock_0.301234"><a class="keytip" href="http://quote.eastmoney.c

2027年营收目标直逼过去三年营收总和 博力威为何推出“高难度”股权激励计划？

博力威推出高难度股权激励，2027营收目标高。

“保壳”大动作！*ST集友拟重大资产重组

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.603429" target="_blank"><img alt="K图 603429_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.603429&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　【导读】集友股份拟收购慧聚

长鑫科技登陆科创板首日：在理性定价与温和交易中开新局

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.688825" target="_blank"><img alt="K图 688825_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.688825&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　7月27日，备受瞩目的长鑫科技集团股份有限公司（以下简称“长鑫科技”）登陆科创板，一举成为A股市值最大的公司。与此同时，主要指数也普遍上涨，科创50、科创综指分

长鑫上市只是开始：DRAM的30载“绞杀战”

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.688825" target="_blank"><img alt="K图 688825_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.688825&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　2026年7月27日，长鑫科技登陆科创板。开盘涨471.59%，收盘涨465.82%，市值达3.28万亿元，成为A股市值“一哥”；全天成交超1400亿元，创A股

估值251.2亿元！东方证券与上海证券重组草案出炉

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.600958" target="_blank"><img alt="K图 600958_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.600958&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p style="display:

老铺黄金上半年经调整净利预增超八成 二季度收入环比大幅下滑

老铺黄金上半年净利预增超八成，但二季度收入环比下滑。

5年45亿元！昔日10倍牛股子公司签署重大协议！

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.300548" target="_blank"><img alt="K图 300548_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.300548&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　<span id="sto