Noticias y sentimiento

Foreign investors fear Japan is backsliding on reform - Financial Times

外国投资者担心日本在改革方面出现倒退。

Has Stock Market Exuberance Become Irrational? - FA Mag

市场过度乐观是否非理性，暗示潜在风险

People Are Worried About Stock Market Leverage - Bloomberg

市场担忧股市杠杆风险

‘Don’t own US stocks’: Market legend Jeremy Grantham warns of a 70% stock market catastrophe. Time to ‘sell it all’? - Yahoo Finance

传奇投资者警告美股可能暴跌70%，建议清仓。

Soaring US Equity Funding Costs Risk Spilling Over to Repo Rates - Bloomberg.com

美国股票融资成本飙升，可能蔓延至回购利率。

Micron Slides. Are Memory-Chip Makers Illegally Price-Gouging Customers? - Investor's Business Daily

美光股价下跌，因被疑芯片制造商非法抬价，利空。

Nike stock has cratered to its lowest level in over 11 years - Yahoo Finance

Nike股价暴跌至11年新低，利空美股相关资产

Why is Kite Realty stock sliding today? - Investing.com

Kite Realty股价今日下跌。

How Buying SpaceX Shares Sent This Stock Soaring Then Tumbling Back to Earth - Barron's

购买SpaceX股票引发股价先涨后跌

'Magnificent 7' stocks are having a dreadful year - Yahoo Finance

七巨头股票今年表现糟糕，市场情绪承压。

Why Apple Wants To Use Banned Chinese Memory Chips - Investor's Business Daily

苹果寻求使用被禁中国芯片，或面临风险

BIS warns AI spending boom could crash markets and trigger recession - qz.com

BIS警告AI支出热潮或致市场崩盘和衰退

Spencer Jakab | Inflated Earnings - WSJ

文章暗示盈利被夸大，对市场情绪不利。

The S&P 500 just sent a warning signal to investors - Yahoo Finance

标普500发出警告信号，投资者需警惕。

Stock Market’s Risk Appetite Is Shifting as AI, Iran, and Fed Fears Linger - Barron's

市场风险偏好转变，AI、伊朗和美联储担忧持续压制

Wall Street Weans Itself From Tech in Early Summer Rotation - Barron's

华尔街轮换远离科技股，利空科技板块。

Why is Martin Marietta Materials stock sliding today? - Investing.com

马丁·玛丽埃塔材料股价下跌，利空。

SK Hynix Just Sent a Huge Warning to Micron Investors - The Motley Fool

SK海力士警告美光投资者，利空美光。

Stock Market’s Risk Appetite Is Shifting as AI, Iran, and Fed Fears Linger. Plus, 4 Other Things to Know Today. - Barron's

风险偏好转变，AI、伊朗、美联储担忧持续。

Risks in Focus After US Stocks’ Wild Start to 2026 - Bloomberg

2026年初美股波动剧烈，风险受关注