Noticias y sentimiento

7月23日港股红利低波ETF景顺基金份额增加400万份，重仓股中远海控、粤海投资、中国石油化工股份 - 证券之星

红利低波ETF份额增加，资金流入利好重仓股。

Why IBM’s CEO Isn’t Worried About the Biggest Stock Selloff Since Black Monday - WSJ

IBM CEO对市场大跌不担忧，提振信心。

Intel forecast crushes estimates as AI boom boosts chip demand; shares jump By Reuters - Investing.com

英特尔业绩超预期，AI需求推动芯片行业，股价大涨。

Alphabet Just Revealed Its Big Stake in SpaceX - Investopedia

谷歌母公司披露持有SpaceX大量股份，利好投资前景。

Coinbase lets businesses accept USDC payments from AI agents

Coinbase支持企业接收AI代理的USDC支付，利好加密资产。

These Soaring Stocks Send A Bullish Economic Signal - Investor's Business Daily

股市飙升传递经济看涨信号

Crypto industry to contribute $55B to US economy in 2026: NCA study

加密货币行业2026年将为美国经济贡献550亿美元。

Oil Futures Jump as Houthis Target Saudi Tankers - Barron's

胡塞武装袭击沙特油轮，油价跳涨。

Tassat wants to help smaller banks tap the trillion-dollar stablecoin boom before Wall Street locks them out

Tassat欲助小银行参与稳定币热潮，避免被华尔街排除。

Tassat wants to help smaller banks tap the trillion-dollar stablecoin boom before Wall Street lock them out

帮助小银行参与稳定币市场，利好稳定币采用

ASML, IBD Stock Of The Day, Rebounds From Post-Earnings Swoon - Investor's Business Daily

ASML从财报后下跌中反弹，利好股价。

Goldman Sachs CEO backs ‘not perfect’ CLARITY Act as vote expected soon

高盛CEO支持CLARITY法案，利好加密货币监管清晰度。

Coinbase's corporate customers can now accept payments from AI agents

Coinbase企业客户可接受AI代理支付，利好扩展

BTC treasury firm Empery Digital invests $20M in AI data center developer Cardinal Data Power

比特币财库公司投资AI数据中心，拓展业务

Google 2027 Capital Spending Could Boom Near $400 Billion, Predicts JPMorgan - Investor's Business Daily

摩根大通预测谷歌2027年资本支出将达近4000亿美元。

Ethereum nears market bottom against Bitcoin, though key signals remain unconfirmed: CryptoQuant

以太坊兑比特币接近市场底部，但关键信号尚未确认。

The SEC settles with Coinbase over its missing Gary Gensler texts

SEC与Coinbase和解，监管压力缓解。

A股猛涨创十年新高！中国股市背后的三股力量 - 网易新闻客户端

A股猛涨创十年新高，市场乐观

4260只个股普涨！A股缩量磨底、科技分化，后市如何布局？ - 新浪网

A股普涨，但缩量磨底，科技板块分化。

生生医药冷链再冲港股，加速出海欲破“有网络没规模”困境 - 东方财富

生生医药冷链再冲港股，加速出海破除规模困境