Noticias y sentimiento

快讯：沪指失守3800点，科创50指数跌幅扩大至5% - 新浪财经

<a href="https://news.google.com/rss/articles/CBMizwFBVV95cUxNY1l6VFotTVZNQnIzWkdRaER1V19KSXJfcnJta3c0WEI4MGVaMkwyWDVKNlF2MmhKSDhvTGdLbmhRLUNwSkRzaGRYblVtZDAxcC10dTNSS19hcUZib0VYNW5MTGo5U3g5Y2JpcndsYWNwUGI2eUpJbDhYTFU5Xy1hY1ktM0tfQ1NaYUpMS1ZXTmJ6MUp2Q2tORGlPdFNRZ0ZwbmlUU0V2S1UxN0JITTlNclMyT2hfTmdlbWE2TmFiRTZBbU1sVVNNS05QSFphS2s?oc=5" target="_blank">快讯：沪指失守3800点，科创50指数跌幅扩大至5%</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪财经</font>

Bitcoin hits $62K while Coinbase premium hits 77-day negative streak

比特币突破62K，但Coinbase溢价连续77天为负。

港股下午初段靠稳 - 香港電台

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxQNVVsd3ZQQkFPSkpDbUNOVXBXM0xFQVItQTFqMDQ1bDloQnR2elhyejZVMVVOQzN0WmdUWG41S2R6bHRnNHpEaDBVRlluRXczSXotVHFXTkozVFpmOWZ0bDRocVJXbDBRX3RIVk5XOUluVC05RDQxc3NweExoY1E5bUxkVXdDYWhzNUZiMlRtWXlubzBHVi1tdU1MNWJTaHE2c1Fj?oc=5" target="_blank">港股下午初段靠稳</a>&nbsp;&nbsp;<font color="#6f6f6f">香港電台</font>

突然大涨，阿里重大发布，港股突现六大利好 - 凤凰网

<a href="https://news.google.com/rss/articles/CBMiUEFVX3lxTE9jV09LZVVlVG5Zd01NVlphTTgtalBsVHZJakpGMXN1TzV4VVhIZk04Rm9lUzl6TWtwMTdOVUdsNkh5SXV5TkpBSGxoMGxsNnYy?oc=5" target="_blank">突然大涨，阿里重大发布，港股突现六大利好</a>&nbsp;&nbsp;<font color="#6f6f6f">凤凰网</font>

突然大涨，阿里重大发布，港股突现六大利好 - finance.ifeng.com

<a href="https://news.google.com/rss/articles/CBMiUEFVX3lxTE9jV09LZVVlVG5Zd01NVlphTTgtalBsVHZJakpGMXN1TzV4VVhIZk04Rm9lUzl6TWtwMTdOVUdsNkh5SXV5TkpBSGxoMGxsNnYy?oc=5" target="_blank">突然大涨，阿里重大发布，港股突现六大利好</a>&nbsp;&nbsp;<font color="#6f6f6f">finance.ifeng.com</font>

港股曾升穿26000点但未企稳 半日升11点 - 香港電台

港股盘中突破26000点后回落，半日微涨11点，走势未稳。

港股曾升穿26000点但未企稳 半日升11点 - gbcode.rthk.hk

港股盘中升穿26000点但未企稳，半日仅升11点，走势中性。

Asian stocks are mixed as yen jumps against the dollar, while oil prices slip - Yahoo Finance

亚洲股市涨跌互现，日元升值而油价下跌。

Asian stocks are mixed as yen jumps against the dollar, while oil prices slip - finance.yahoo.com

亚洲股市涨跌互现，日元升值油价下跌，市场情绪中性。

股市午报：A股超3700股上涨，长鑫科技V型反弹，成交额超200亿元！韩国股市跌到“熔断” - 搜狐网

<a href="https://news.google.com/rss/articles/CBMiiAFBVV95cUxNVUE2OFhFMjJqY3o1U1lqQXVmc1ZyaEFsaGlVUWxWM1VwTFoxOFRMYkk0d1Q3VjlfMGVINko0Q2hZVE5qN3RmazlETk1UM3dpLUtLeGhBUHVFMjhJbk9jcGRpZ3dTWVpabHhVVGV2a1IwNFZkQ1R6VExFQ1hWbHdGY2dFM2hXUjBH?oc=5" target="_blank">股市午报：A股超3700股上涨，长鑫科技V型反弹，成交额超200亿元！韩国股市跌到“熔断”</a>&nbsp;&nbsp;<font color="#6f6f6f">搜狐网</font>

风向有变！8月金股名单出炉：电子退潮，医药、有色接棒升温 - 证券时报

<a href="https://news.google.com/rss/articles/CBMiXEFVX3lxTE9CYlFBaHNkYnk4X05paWQtcTI1VFRtV3NkcWtHM1p6eHJzaEFYT3JpWGdDSmtfUWRfMHh5TUdTLTBhWVluS2dpODNUMmM5emhRTmxwNUJwN1BOYVQx?oc=5" target="_blank">风向有变！8月金股名单出炉：电子退潮，医药、有色接棒升温</a>&nbsp;&nbsp;<font color="#6f6f6f">证券时报</font>

If Artificial Intelligence Is in a Bubble, These Are the Stocks That Could Benefit Most - fool.com

<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxQS3dEX2ItQ2VvYmc4Q2ZGczZublphT1hpc09LWFZjN05RdzVRMDdMQ3RmR0p6TEtTN1ZISndyYTBvRWYtRnRiemE3dGthQjlMeEpSanZwZHhLUDBST1JkWnJVMzR0N29HMnlMNjlFOVpGR01QTmF3X1BXUkpSMHJkazJqQVFuRkIwbXZSV1NsbWpJMjlYcmc1NQ?oc=5" target="_blank">If Artificial Intelligence Is in a Bubble, These Are the Stocks That Could Benefit Most</a>&nbsp;&nbsp;<font color="#6f6f6f">fool.com</font>

事关港股IPO，吴清最新讲话信号 - 央广财经

吴清讲话释放港股IPO信号，影响待观察。

股市有望逐步企稳、修复与回升！本周“光”和“芯”有新机会—— - 搜狐网

<a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxOSDZFdzF1ZEdsYkJHRmtfTlhjTmRHSHZMMzRPeS12RHI0N1Y1cFI4NTZ2OHRiWWJqVnJXU0w3SHdyUFFBcnAyQ3JHcWN2WFh5UXlyTGVqU1FfZFdvandxY0dHR1pScTNZeS1vcUhzZVFWQkpTbVFCbHVQc2VwblI4dVRTMF96OFJwMGhnTw?oc=5" target="_blank">股市有望逐步企稳、修复与回升！本周“光”和“芯”有新机会——</a>&nbsp;&nbsp;<font color="#6f6f6f">搜狐网</font>

Nvidia has fallen sharply from 2026 highs. Is the stock now an attractive Buy? - Investing.com

Nvidia从2026年高点大幅下跌，市场对其是否值得买入存疑。

资金回流与AI产业催化共振，港股互联网估值修复逻辑持续强化 - 搜狐网

<a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxNRGh4SWNvWVV4RjJLYTQxOHdxS0tQdFF3WVd1a2taUnNJbUE0Nmd1N284WXM4TjVuNnhKeW9yRm83VnUwTVIzd3NPOXAxcHo5ZTRwLThBaDI0UFNld1ZfMDNscndvZEZyMFhJMzBzOGYwT3FhQUdDeFJEZ1B0Qi1YT1lLc1lBRWZDLWJyQQ?oc=5" target="_blank">资金回流与AI产业催化共振，港股互联网估值修复逻辑持续强化</a>&nbsp;&nbsp;<font color="#6f6f6f">搜狐网</font>

迅策涨近15%领跑港股AI板块 预计上半年营收9.67亿元同比增389% - guandian.cn

<a href="https://news.google.com/rss/articles/CBMiYkFVX3lxTE8yVEZOcnZOTWtFdll6d2hkcTdxc1lQVzRoVjdmX2RPSjA1NkJuZFJFOENiVWpWc21POXdhVDBrMktvLVg4U2JFb0NJY0FjYXBHWXJ3OWxSLUdhYzByanhGOUVn?oc=5" target="_blank">迅策涨近15%领跑港股AI板块 预计上半年营收9.67亿元同比增389%</a>&nbsp;&nbsp;<font color="#6f6f6f">guandian.cn</font>

谁可能成为下一个港股“宁德溢价” - 华尔街见闻

探讨可能成为下一个港股“宁德溢价”的标的。

Big Tech Earnings Are Sending Valuations in Wildly Different Directions - WSJ

大型科技公司财报导致估值分化，市场方向不明

【上周小结】三大运营商网全面下架网络代理渠道售卡业务；投资光棒：十年之后新一轮扩产周期开启；港股迎光！不缺钱的光模块厂商图啥 - C114通信网

运营商下架代理售卡，光棒扩产周期开启，光模块厂商港股上市。