News & Stimmung

7月22日国内四大证券报纸、重要财经媒体头版头条内容精华摘要

财经媒体头条摘要，无具体方向，中性。

A股“大奇迹日”，暴涨原因，找到了 - 新浪网

<a href="https://news.google.com/rss/articles/CBMipwFBVV95cUxQSmlxNmg4cV9EelFOblFmTzB2WWxOMkNPRXRyYkhRR29JTUwwWk9rMHdjQUh3TXRaWW1vdDNOakhMYzlheGhtWmlxdE95TXRqMWJTREpsTElpSi1POU9kaUhTby1zdlhsdmI0ZmFkMlloSVVyM0huMU00SXB0STJVUDRkTEtoWVJucjNKb1REVnRSeXVFNTZWdU82NFV2SEx4elktM3Rpcw?oc=5" target="_blank">A股“大奇迹日”，暴涨原因，找到了</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪网</font>

港股半导体、芯片股，集体爆发！智谱一度狂飙41.72%！ - 新浪网

<a href="https://news.google.com/rss/articles/CBMi_AFBVV95cUxPU1ExT0tBOVRpZXozeU96LWZ3Rms4Uk9BSFFzVnlYT0t4ZTBFRURUQjF4RVVQLWM0UVZHSEh3blZoSV9EMlQ1YkRSa0RmYWJPeWFza3VzYmxhMElIY1hRTll2c3hheDd6NUFuOXU3RHowWkFZajM2ZHlKdUdCbUhmeE40WGRoc2syYl9meEU2TXF0RjRYV2l4SUxyWE1qMUZEMmwyblJ6Wk9rX2NFX1VyOXI4dVQwekFKZXBXYm1CTTdUdk96dGFFNjg4eDJWdHI4eDVBcFRnUFpOSkZIbE1IcmNlRW5ZZGlNSk13YlAxRmI4Rlc3S3lkNmxTZGw?oc=5" target="_blank">港股半导体、芯片股，集体爆发！智谱一度狂飙41.72%！</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪网</font>

Wall St ends higher on chip stocks recovery; earnings draw focus - Reuters

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxOUDZOb0lyeDNtSHo4bVQ4MlJ3RnhPUUR2WmxYT2xqaWRVNFFVNkNUdHBNUUIxWm5kZGpVaVc0SFZicnBmN1F0RWI3RXpqNUpCbjQ3RHhPZEJkTmlaeGI3YXp3MUlSSXN2RGdBZ3dfekVaQzQxbFJzeHhuNU9veGtKMzdidFZ1N2QwbFE3Z3B1VmxoY1VuTUFtU3Rfa09XMlRMWl9B?oc=5" target="_blank">Wall St ends higher on chip stocks recovery; earnings draw focus</a>&nbsp;&nbsp;<font color="#6f6f6f">Reuters</font>

The Mag 7 Stocks Are in a Rut—Can Strong Earnings Get Them Out of It? - Investopedia

<a href="https://news.google.com/rss/articles/CBMizAFBVV95cUxNWHppYzRwXzdRdmZCOVZaNUc1T3RSSGV1V2o1aHQ0S21WdElqamIyYldCYTJrZWRwU0JJLTdmMVZZeW9ncnBjX3Axa29TdHBJNC02THhSUWdlOVBCMFhaSEx2bm1xUmlWSXdGNGhvUlFCY1ZPZWZibVlBSVZIay1GZnNHemZUZ21WRkhkZzZMc0JJYXprNU9tZ09UOEE5V3d5SGVBUTNjVDh3NjZMQ2d0TVZsLS1KcjlKRk9rSjk1QmFBSkxMa19GdlROdEE?oc=5" target="_blank">The Mag 7 Stocks Are in a Rut—Can Strong Earnings Get Them Out of It?</a>&nbsp;&nbsp;<font color="#6f6f6f">Investopedia</font>

中国证监会：持续加强市场基础制度建设 增强市场内在稳定性

<p>　　7月20日下午至21日，证监会党委班子成员分别召开座谈会，就促进资本市场稳定健康发展听取各方面意见建议，来自上市公司、证券基金机构和专家学者的代表参加会议。证监会表示，将持续加强市场基础制度建设，增强市场内在稳定性。</p><p>　　座谈会上，证监会负责同志表示，资本市场高质量发展，离不开上市公司、行业机构、专家学者等各方面的共同参与、共同努力。希望上市公司着力增强合规经营能力、提升核心竞争力，更好回报投资者；行业机构加大逆周期布局力度，切实提升投资者服务水平；专家学者积极建言献策、理性发声，共同营造良好市场环境。证监会将认真研究吸收各方面提出的意见建议，主动回应市场关切，统筹防风险、强监管、促高质量发展，持续加强市场基础制度建设，增强市场内在稳定性，完善投资者合法权益保护长效机制，更好推动资本市场长期平稳健康发展。</p><p>　　与会代表表示，当前我国经济呈现总体平稳、向新向优的发展态势，新“国九条”发布以来，资本市场整体生态发生深刻变化，投融资<span id="bk_90.BK1217"><a class="keytip" href="http://quote.eas

AI stocks lead Wall Street higher, even as Brent oil's price nears $92 - LancasterOnline

<a href="https://news.google.com/rss/articles/CBMi-wFBVV95cUxNbzkzVV9YbkhlNXVpNDRRR0JsZnRvdEZDcVp6eUlBeTQwN3k2LWhsRzA3UU9Ycl9COC05S05FSkNOaTV2NnAyYy1nR3pZOTgwQk0yN2l2a0NlUVB4OUlxM0dMcjJURmpqbml0N3NqMzhaS2tBS29kb0E1cVRSRGRxSVktYjdnUXg1cGVuNlAzOEE2ZDdIdktEU29WdEdhVXpaaDlTQl9XdllWWjljd0dYd1NLUlRRQ2V5cVVFWS02eVVWVzNWSHJPQVlGSHFSeV9tTzI2RXVnQ2ctRF93NEE2R0lQV0tTR1hzdHE3X29NV045U3dTd1RxMWVyMA?oc=5" target="_blank">AI stocks lead Wall Street higher, even as Brent oil's price nears $92</a>&nbsp;&nbsp;<fo

What the Capex Boom Means for Stock Investors - Goldman Sachs

资本支出繁荣，对股票投资者影响中性。

英伟达发布Vera CPU新细节 AI服务器市场再开新战场

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/105.NVDA" target="_blank"><img alt="K图 NVDA_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.NVDA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　周二（7月21日），<span id="stock_105.NVDA"><a class="keytip" href="http://quote.eastmoney

SanDisk, Arm among market cap stock movers on Tuesday - Investing.com

<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxQV1NFRnk2NGRxNWwxOEJOMEJtcGpfdDd4NFhIb25yUG1vcXdoaWl0MEY5YzExNDhuZG1maTFaWko0bWoxYzU0T0dwd2N5eWdzWHVZWVdsdERJakxDV1QzaHA1bFpFSGcxMTlMYXFPT1RYaDJ3UmRBbkUwZUd4SDVVYmNYTEJ4emVPbEY4U1lxOV8xWTI0Yzg5dC1MREZ5TzV5aGpoeHMwTWJMbjB3OFJCOXRfcGM?oc=5" target="_blank">SanDisk, Arm among market cap stock movers on Tuesday</a>&nbsp;&nbsp;<font color="#6f6f6f">Investing.com</font>

AI Winner GE Vernova Due. What Matters Far More Than Orders. - Investor's Business Daily

AI赢家GE Vernova即将发布，关注点超越订单。

SpaceX, Micron, Western Digital, Sandisk, Danaher, and More Stocks That Explain Today’s Market - Barron's

<a href="https://news.google.com/rss/articles/CBMiZEFVX3lxTFB3ejdYOHZYRmNabFJIYklUYjNZOW9Ea25TVndCRUg4SEFXRnVQOTZRRUQ1VERQT0dhOTUxSWk1NG82X1V0T2JraS1Gb2NPQ2FGT25rdkZPcEVBUml2c3JRUjY1RlE?oc=5" target="_blank">SpaceX, Micron, Western Digital, Sandisk, Danaher, and More Stocks That Explain Today’s Market</a>&nbsp;&nbsp;<font color="#6f6f6f">Barron's</font>

Stock Market Today: Dow adds 400 points, semiconductor names lead S&P 500 and Nasdaq higher; global oil prices above $91 a barrel on fresh U.S.-Iran strikes - MarketWatch

<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxPLXZPQVRxTHg4WFJ6RFAzVE0yMEVXVlhDM19ONnJFU01CTERtOHdUdXFUSzFzTUVuTmlVYWROMkpPZUxMaTdGaTZTMFBIbVI0SWc0UDduTlhLcEUtR2hHdS1YT2UwOFFaelZLcTVmWXlqUjRlZ0tNeF9ZdVdPZnBSM2NfSjl3WkhmTVNnVzFZcWV5UmlxUTRORlRPVjB3LXA1NlQyV1FhcW5pN0JDSkQzb0Q5RmpsQQ?oc=5" target="_blank">Stock Market Today: Dow adds 400 points, semiconductor names lead S&amp;P 500 and Nasdaq higher; global oil prices above $91 a barrel on fresh U.S.-Iran strikes</a>&nbsp;&nbsp;<font

特朗普：胡塞武装若封锁红海 美国将采取行动

<p>　　美国总统特朗普21日在白宫会见到访的黎巴嫩总统奥恩时表示，如果也门胡塞武装封锁红海，美国将采取行动。特朗普在谈及胡塞武装可能封锁红海一事时说，目前还没有发生这种情况，“如果真发生了，我们会采取行动，处理好”。也门胡塞武装20日宣布对沙特阿拉伯实施“海上禁运”且立即生效。沙特主导的多国联军随后表示，已采取措施保护成员国船只安全通行曼德海峡，并将坚决回应胡塞武装的任何威胁。关于黎巴嫩局势，特朗普说，他愿意与黎巴嫩真主党对话，并将同奥恩讨论对黎援助，协调其他各方参与协助。</p><p class="em_media">（文章来源：新华社）

Is The Stock Market Rotating Or Rebalancing? (SP500) - Seeking Alpha

探讨标普500市场轮动或再平衡

关于北美算力需求、3.2T光模块前景 东山精密最新回应

<!-- 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>　　7月21日，<span id="stock_0.002384"><a class="keytip" href="http://quote.eastmoney.c

美股全线拉升！芯片股集体大涨！华尔街喊话：买入时机已到

<p>　　<span id="bk_90.BK1137"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1137">存储芯片</a></span><span id="bkquote_90.BK1137"></span>概念股再度走强！</p><p>　　7月21日晚间，美股三大指数集体上涨。截至22:00，纳指涨0.88%，道指涨0.35%，标普500指数涨0.52%。芯片股拉升，费城<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>指数大涨近4%。存储概念股大涨，<span id="stock_105.SNDK"><a class="keytip" href="http://quote.eastmoney.com/unify/r/105.SNDK">闪迪</a></spa

啥情况？长鑫科技战配股数“腰斩” 投行详解背后逻辑

<p>　　7月21日，<span id="stock_1.688825"><a class="keytip" href="http://quote.eastmoney.com/unify/r/1.688825">长鑫科技</a></span><span id="quote_1.688825"></span>战配最终认购结果出炉。30家战配初始配售股数为33.44亿股，实际最终认购股数为16.67亿股，实际认购股数约缩水一半。引发市场猜测。</p><p>　　券商中国记者采访获悉，这与业内一般做法有关。对于战配的股份数量，一般初始的设计多会按照法规的上限，留出冗余度。对于<span class="em_stock_key_common" href="http://quote.eastmoney.com/unify/r/1.688825">长鑫科技</span>大体量的发行，战配的获配上限就是33.44亿股（发行数量的50%），后期再根据实际情况进行回拨。</p><p>　　据悉，虽然实际认购数量有所减少，但是30家战配实际认购金额与当初的承诺认购金额一致（144.37亿元）。此外，这部分差额

二次“胜负手”临近！广发证券刘晨明：A股大幅下行空间有限 AI远未泡沫化

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/sh000001.html" target="_blank"><img alt="K图 000001_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.000001&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　近期A股经历明显调整，市场情绪一度承压。</p><p>　　<span id="stock_0.000776"><a class="keytip" href="http

Kimi首次回应K3外界关切 期待和马斯克“掰手腕”

Kimi回应K3关切，期待与马斯克竞争。