Noticias y sentimiento

The Stock Market Sounds an Alarm Triggered Just Once Before. History Says This Will Happen Next. - Yahoo Finance

长鑫科技登顶市值榜首，国产存储突围利好。

U.S. chip stocks extend losses on AI financing, China competition fears - Yahoo Finance

美国芯片股因AI融资和中国竞争担忧下跌

One Thing Weighing on Chip Stocks: China’s Reported Strides - WSJ

中国芯片进展报道拖累芯片股。

Nvidia: Reported OpenAI Deal Raises Circular Deal Fears, but We Think the Stock Is Undervalued - Morningstar

Morningstar认为英伟达股票被低估，尽管OpenAI交易存担忧

South Korean stock market at three-month low as AI sell-off intensifies - The Guardian

<a href="https://news.google.com/rss/articles/CBMikwFBVV95cUxNcmVZT1owblRILUJnajMzUHdYa3Y3SmJwc0NrcFpJZXNTWkFSQlpjR191U1dkcHVha0lTUEpFa0stREtycWg5bmFMVTZERGN4R1ZSYkxKdzVWODBVcXFHX25TS3FpaVpZNlplaW9YTVh2Zm5jLVVrNy10RUNHcDJad05LU1FwNnV6WVNweTJVUi1WWEU?oc=5" target="_blank">South Korean stock market at three-month low as AI sell-off intensifies</a>&nbsp;&nbsp;<font color="#6f6f6f">The Guardian</font>

AI sell-off intensifies as investors ditch chip stocks - The Guardian

投资者抛售芯片股，AI抛售加剧。

Stock Market Today: S&P 500 and Nasdaq set to decline amid tech sell-off; Dow to start steady; consumer confidence report, Visa and Coca-Cola results on tap - MarketWatch

科技股抛售导致标普和纳指预期下跌。

Stock market today: S&P 500, Nasdaq futures slide as chip sell-off deepens - Yahoo Finance

芯片股抛售加深，美股期货下跌，利空。

Japanese tech stocks tumble on Black Tuesday Asian session - Investing.com

<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxORkl3YUtzTU5nQnREX050aHF4NXFTYzNPNjV4QkVCTGpnWkU4czUxbGpTcjFycEQ2UVZUXzFXSlRLVVNNQ1ViVHhUVjNOWW9OYTRwZUNuWi1MWWs4b2t2X196MS14REk2bjBsU3BldVhPdGhQVFpZSXlFb0JnY1dNVnZYa2NLMzRNUkFBUWJoa2V3dTU4SmlUQUx4OWZTc29CY2Jib1h1STY5S3BKbFlnSm54Y3RMVDN6dHJLbQ?oc=5" target="_blank">Japanese tech stocks tumble on Black Tuesday Asian session</a>&nbsp;&nbsp;<font color="#6f6f6f">Investing.com</font>

Tech Stocks Tumble on Worries About A.I. Spending and China’s Chip Competition - The New York Times

AI支出担忧及中国芯片竞争导致科技股大跌。

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。