Actualités & sentiment

Big Tech Earnings Slam Into a Market in Revolt Over AI Spending - Bloomberg.com

市场对AI开支不满，大型科技股财报承压引发抛售

There’s a technical ‘triple threat’ for stocks, but also places investors can hide - MarketWatch

股票面临三重威胁，但可寻找避险资产。

Companies with aggressive buybacks have lagged the S&P 500 in the AI era - Investing.com

积极回购股票的公司表现落后于标普500指数

The Treasury market is sending Fed Chair Kevin Warsh a clear warning about rates - MarketWatch

国债市场向美联储发出利率警告，市场担忧

5 big analyst AI moves: Several top picks named into Q2 earnings - Investing.com

去杠杆政策信号或影响市场风格再平衡

Stock market showdown: who wins the IPO war for Israel’s defense giants? - Ynetnews

以太坊ETF周线收跌，终结连续流入。

Investors use crypto exchanges to avoid Chinese controls on AI stocks - Financial Times

投资者通过加密交易所规避中国对AI股的控制

Investors use crypto exchanges to avoid Beijing’s controls on AI stocks - Financial Times

投资者用加密货币交易所规避北京对AI股票的控制

Another Bubble Warning: Paying More for the Same Stock in Different Places - WSJ

WSJ警告泡沫，同一股票不同市场价差大，利空市场情绪

The ‘Trump Trade’ is turning into a loser in the stock market - Fortune

特朗普交易策略在股市中表现不佳，成为输家。

Opinion: The stock market’s calm is cracking. Here’s how to prepare for an August shock. - MarketWatch

市场平静破裂，建议为8月冲击做准备

Citi Warns U.S. Equity Positioning May Face Further Pressure - Yahoo Finance

花旗警告美股头寸或进一步承压，利空。

The ‘Trump Trade’ Is Turning Into a Loser in the Stock Market - Bloomberg.com

特朗普交易成为股市输家。

Investors: July 29 Will Be a Critical Day for the Stock Market. Here's Why. - The Motley Fool

AI怀疑者联盟形成，可能打压AI板块。

Prediction: Greg Abel Will Buy a Stock That Warren Buffett Spent Decades Passing On for This Simple Reason - Yahoo Finance

主要指数周五收盘下跌，芯片股拖累，周线收低。

Europe’s Stock Market Rally Is the Most Concentrated in Years - Bloomberg.com

欧洲股市反弹集中度高，市场广度不足

Stock Market Today, July 24: Intel Reverses Gains on Foundry and AI Spending Concerns - Yahoo Finance

英特尔因代工和AI支出担忧股价逆转下跌

Market Wrap: Stocks Slip as Energy Rises and Consumer Cyclicals Fall - Morningstar

股市下跌，能源上涨但消费周期股下跌

Blue Chips Lead Stock Market, But Memory, Chip Stocks Take Heat As Nasdaq Breaches Key Level - Investor's Business Daily

芯片股承压，纳斯达克跌破关键位

S&P 500 closes little changed Friday as Iran fears and chip sell-off weigh down market: Live updates - CNBC

伊朗担忧和芯片抛售拖累标普持平