Noticias y sentimiento

港股七月收官！恒指窄幅震荡，盘面分化暗藏哪些信号？月线大涨收官，日线陷入拉锯，反弹节奏要变了吗？南向资金持续流出，如何看待当下港股结构性行情？ - moomoo.com

港股月线大涨但日线拉锯且南向流出

港股七月收官！恒指窄幅震荡，盘面分化暗藏哪些信号？月线大涨收官，日线陷入拉锯，反弹节奏要变了吗？南向资金持续流出，如何看待当下港股结构性行情？ - Moomoo

港股月线大涨但日线拉锯，南向资金流出。

Leopold Aschenbrenner vows to ‘fight another day’ after fund plunges 67% in July - Financial Times

<a href="https://news.google.com/rss/articles/CBMihAFBVV95cUxQWXpibTdIZlViR3p1MUlWOEdxd045X19xTTRzaXBUdUZ1VjQ0WTZHZTV0VFBaN0NHV1VOWGwxSFdGVHFfZ1VNQkVfUGM1b3BZbGQ0eW9PMU12aUdqZjF0bHBKLVVHN25mdkZaMElic1JGcEZSR052QkpsWFhkVnp4ZjQ4M1E?oc=5" target="_blank">Leopold Aschenbrenner vows to ‘fight another day’ after fund plunges 67% in July</a>&nbsp;&nbsp;<font color="#6f6f6f">Financial Times</font>

科技股的反攻能持续吗 全球股市共振反弹 - 中华网

<a href="https://news.google.com/rss/articles/CBMicEFVX3lxTE9xeVNRekhFZEtfTGFGQjFOQXpZUkFmN3pfNHU5akFZc29LWjRfSnk4eVFvQWRPNXFlWVpucEZZRVREcVZsZmw2OWxSSG5Mei13aUFPWmtjV3RBNG5wbWswNmUyU0x3aHY1ZjdsRXlUWkc?oc=5" target="_blank">科技股的反攻能持续吗 全球股市共振反弹</a>&nbsp;&nbsp;<font color="#6f6f6f">中华网</font>

Stock Markets Look to Close July With a Bang But the August Lull Looms - Barron's

股市7月收涨但8月可能低迷

卡奥斯更新港股IPO招股书 2025年净利润增长238.5% - guandian.cn

<a href="https://news.google.com/rss/articles/CBMiYkFVX3lxTE1aSVJwVlEtSEowbm9zYzlhd29RS29XcjdIWC0yOG1XR3QxYlFlbnp1U1NGeklqM2pzVktKUW1FZC1BQmIwVVMwRE1aTVBDOFF6dW9pYlYtYi1BcXMxLVdYT3RB?oc=5" target="_blank">卡奥斯更新港股IPO招股书 2025年净利润增长238.5%</a>&nbsp;&nbsp;<font color="#6f6f6f">guandian.cn</font>

Texas Stock Exchange Heralds Debut With Sights on NYSE, Nasdaq - Bloomberg.com

德州交易所成立，与纽交所、纳斯达克竞争

揭秘涨停丨AI应用股掀涨停潮 - 东方财富

<a href="https://news.google.com/rss/articles/CBMiZkFVX3lxTE1NS1h2ZEU2NFJSd3ZSMUxzc01ZcExfM1hDMEZIVWI3eDUybU51eTluWHcySzlHczA3XzVXZXpGajJCRlZmUlNIOVZJN3NIYlJRNWoxZ0VHWERTOE9QMjRyTi1UNjdTZw?oc=5" target="_blank">揭秘涨停丨AI应用股掀涨停潮</a>&nbsp;&nbsp;<font color="#6f6f6f">东方财富</font>

Amazon stock surges 13% on Q2 earnings, Apple stock drops 7% - qz.com

亚马逊财报超预期涨13%，苹果跌7%，科技股分化

Citadel buys bulk of Situational Awareness stock portfolio after AI rout: Reports

沪深公司公告汇总，无具体指向，影响中性。

自掏百万买股票，80后副行长上任首日递交“投名状” - 新浪财经

<a href="https://news.google.com/rss/articles/CBMi0AFBVV95cUxPSVJEZ3BjaUxxaFhxMHFwMHZGVEhoN2FmTVI2WHYyMldvYzducVFQS2JzSzEtQkpTTTAzT2xlVGp1eE1KYVZwZUNCX3Y4R2ZpYXl4YWYwancwVllKWTliOXUwS0hwakxoXzlyeXhxcXRNdzdCZWRvWUJWZEZLbkc0bjhadDhVTzljdGhSWjFWMDk2aGtwLUFvS01ZTXlhV3lUMlZFQXNPMWQwNVZMZWdhOERxUGtPOUhEQTM2em9OajluUzY2eXd4T0tzWGNrYV9w?oc=5" target="_blank">自掏百万买股票，80后副行长上任首日递交“投名状”</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪财经</font>

国常会听取新型电网、物流网建设情况汇报 核准四个核电项目

<p>　　李强主持召开国务院常务会议，学习贯彻习近平总书记关于上半年经济形势和做好下半年经济工作的重要讲话精神，听取新型电网、<span id="bk_90.BK0422"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK0422">物流</a></span><span id="bkquote_90.BK0422"></span>网建设情况汇报，研究健康优先发展战略实施有关工作，审议通过《国务院关于修改〈住房公积金管理条例〉的决定（草案）》和《国务院关于修改和废止部分行政法规的决定（草案）》，决定核准辽宁庄河一期工程等四个核电项目。</p><p>　　会议强调，要把思想和认识统一到党中央关于经济形势的科学判断上来，以更实举措推动经济持续向新向优向好发展，努力实现“十五五”良好开局。要切实提升宏观政策实施效能，用好用足各项存量政策，及时谋划出台务实管用的增量政策。要有效扩大国内需求，抓住潜力大、带动强的领域推出一批有力举措，加快实施“十五五”规划确定的重大项目，扎实推进“六张网”规划建设。要不断增强发展内生动力

Stock Markets Look to Close July With a Bang But the August Lull Looms and 4 Other Things to Know Today - Barron's

股市七月强势收官，但八月可能低迷。

Why South Korea’s Stock Index Is More Volatile Than Bitcoin - Bloomberg

报道称韩国股指波动性超比特币，无明确导向

Teetering US Stock Market Faces Jobs Report, Big Earnings Week - money.usnews.com

<a href="https://news.google.com/rss/articles/CBMivgFBVV95cUxPM3dGRnByV0dIc2JzZWtTUFduLXZmNlZOck50bjZrVUVBQWZ2eFhINkF2bC1PbUpOcU11Q29pTTdyTi1BU1JaZjJtUnEzNGZWbmhOUnRTR2hhWU5JVG1vRUcwa2lCZEF0bHFSQloyRHBWRlExcDJuc1NTVnFGUk5lNnZ3a1NYRE1UdWNjeXJmX1lpanlxNXhQdUM2X1Q1NlRFdUJzdXBLc01Kak9yRkJlb3VQV1R6UEphaUFwdnFR?oc=5" target="_blank">Teetering US Stock Market Faces Jobs Report, Big Earnings Week</a>&nbsp;&nbsp;<font color="#6f6f6f">money.usnews.com</font>

Amazon jumps, Apple tumbles, and other early market movers - marketwatch.com

亚马逊上涨，苹果下跌，市场分化

Amazon jumps, Apple tumbles, and other early market movers - MarketWatch

亚马逊上涨，苹果下跌，市场涨跌互现.

7月A股市值蒸发逾12万亿元 创业板指创逾十年最大单月跌幅 - 东方财富

<a href="https://news.google.com/rss/articles/CBMiZkFVX3lxTFBVanBlRml1a1dWNURMQjl4NjRDNHB1NVFac0ZPVmd4TDJYNUtEbVJrSWhtdTItU1FzTTctYURYM0p6THJlRGdUdTRDcGxQWThhSnNOenAxVkJTVGltdy1SRlRSeGJLZw?oc=5" target="_blank">7月A股市值蒸发逾12万亿元 创业板指创逾十年最大单月跌幅</a>&nbsp;&nbsp;<font color="#6f6f6f">东方财富</font>

七月行情强势收官！港股领涨全球，恒指涨超13% - 新浪财经

<a href="https://news.google.com/rss/articles/CBMieEFVX3lxTFBmbUZTRkx6M2gtQTN6Q2VtamNlNFkwU29vems3ZHlQakdUdmFiZ213cDVETno0dkNJd29NMDNzbjVzaEVldUF6UFJHSGVaaUZmOHJ6YW4tTkRNc3k1cVlsRlg3Zm5HWUc0SmRuY3JLMW5mdXZ5NUZDMA?oc=5" target="_blank">七月行情强势收官！港股领涨全球，恒指涨超13%</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪财经</font>

Apple, Amazon, Roblox, Microsoft, Marvell, and More Stocks That Explain Today’s Market - barrons.com

多个科技股解释今日市场动态，无明显利好或利空。