Noticias y sentimiento

6000亿美元→7500亿美元 OpenAI被曝大幅提高算力支出预测

OpenAI将被曝估值从6000亿提升至7500亿美元。

Stock Market Today: Dow up 200 points, S&P 500 turns higher and Nasdaq flat with Alphabet and Tesla earnings on deck: Oil prices rise as Trump threatens to bomb Iranian infrastructure - MarketWatch

美股道指上涨，标普转涨，纳指持平，油价因中东紧张上涨。

金刚光伏新签算力服务大单 涨价54%

金刚光伏签算力服务大单，涨价54%

Revolut hits $115 billion valuation in employee share sale: WSJ

Revolut员工股出售估值达1150亿美元

Super Micro Stock Surges Over 20% on Gross Margin Expansion - WSJ

超微电脑因毛利率扩张股价大涨超20%

3 Dividend Stocks Built for Long-Term Buy-and-Hold Investors - Yahoo Finance

推荐3只适合长期持有的股息股票

A.I. Is Lifting Markets and the Economy and Raising Risks for Both - The New York Times

AI提振市场与经济，同时增加风险。

Explaining South Korea’s Stock Market Boom - Korea Economic Institute of America -

韩国股市繁荣原因分析利好

富国港股通成长精选混合A：2026年第二季度利润1184.71万元 净值增长率3.1% - 东方财富

基金第二季度盈利，净值增长，利好。

Why is Nestlé stock rallying today? - Investing.com

雀巢股票今日上涨

Forget Nvidia: The next big AI trade could be crypto and blockchain

AI交易转向加密和区块链，利好加密资产。

ESS Tech stock jumps on 500 MWh sodium-ion storage deal - Investing.com

ESS Tech获钠离子储能订单，股价跳涨。

Franklin Templeton calls agentic AI next ‘killer’ use case for blockchain

Franklin Templeton称AI是区块链杀手级应用

AT&T Earnings Beat, Revenue Light As Wireless Subscribers Top Estimates - Investor's Business Daily

AT&T盈利超预期，无线用户超预期利好。

BofA clients log third week of equity inflows amid retail buying - Investing.com

美银客户连续三周资金流入股市

港股公告精选｜云知声上半年收入同比增超3成 赤子城科技中期营收或超6亿美元 - 财联社

云知声收入增长超三成，赤子城科技营收或超6亿美元。

Opinion: Yes, the AI stock selloff looks terrifying. But it might actually save the bull market. - MarketWatch

AI股票抛售恐怖但可能拯救牛市。

7月22日晚间上市公司利好消息一览(附名单)

晚间发布上市公司利好消息名单

高盛：中国股市或步入更具持续性的上行趋势 - 新浪财经

高盛预测中国股市将进入更持续的上行趋势

Midnight token rebounds 19% after Wanchain bridge hack, Hoskinson calls for ZK revamp

Midnight代币反弹19%，Wanchain桥黑客事件后Hoskinson呼吁ZK升级。