Actualités & sentiment

BofA: AI and tech will continue to drive China's equity market in Q3 - CNBC

美银称AI和科技将继续推动中国股市Q3表现

US Stock Market Today: S&P 500 Futures Rise As Inflation Cools And Earnings Loom - Yahoo Finance Singapore

通胀降温及财报季临近，标普500期货上涨

1 ETF That Has Quietly Beaten the S&P 500 for a Decade - The Motley Fool

一只ETF十年跑赢标普500，表现强劲。

Australia stocks higher at close of trade; S&P/ASX 200 up 0.03% - Investing.com

澳洲股市收高，S&P/ASX 200微涨0.03%

Gjensidige beats forecasts as stronger margins offset Denmark legal hit - Investing.com

Gjensidige盈利超预期，较强利润率抵消法律冲击。

TSMC, the world's largest contract chipmaker, reports 68% surge in June revenue - CNBC

台积电6月营收暴增68%，业绩强劲利好股价。

TSMC stock adds two chip packaging plants in southern Taiwan, Reuters reports - Investing.com

台积电在台湾南部扩建芯片封装厂。

Chinese gas stocks rally after Beijing halts helium exports - Investing.com

北京停止氦气出口，中国天然气股票上涨。

Ryohin Keikaku shares hit record high after raising FY earnings outlook - Investing.com

良品计划上调全年盈利预期，股价创历史新高

Wall Street feasts on fees from SpaceX IPO and mega-mergers - Financial Times

华尔街从SpaceX IPO和大型并购中获利，利好投行。

1 Vanguard ETF That Has Never Let Long-Term Investors Down. - Yahoo Finance

Vanguard ETF长期表现稳健

Billionaire Ken Griffin Boosted His Stake in This Dividend King by 146%. Here's Why It's a Dream Stock for Risk-Averse Investors. - The Motley Fool

Ken Griffin大幅增持股息王股票，看好其避险价值

The AI Memory Chip Market Could Reach $476 Billion by 2030. Here Are 2 Stocks Positioned to Win. - Yahoo Finance

AI内存芯片市场到2030年可达4760亿美元，相关股票受益。

3 AI Infrastructure Stocks That Could Double by 2027 - The Motley Fool

AI基础设施股票有望翻倍，利好相关资产。

US MARKET CALL: Great Expectations - Yardeni QuickTakes

市场预期乐观，利好美股

Crescent Energy Company (CRGY) Is A Top Stock In Miller Value Partners’ Filings - Yahoo Finance Singapore

Miller Value Partners持仓CRGY，机构看好信号。

Gray Media, Inc. (GTN) Is A Top Stock To Buy According To Miller Value Partners - Yahoo Finance

Miller Value Partners将GTN列为顶级股票，利好消息

The stock-market rally now hinges more on AI than oil - MarketWatch

股市反弹更依赖AI而非石油

SK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026. - The Motley Fool

SK海力士加入纳斯达克，另一半导体股更值得买入。

Top Wall Street analysts are confident about these 3 stocks for the long haul - CNBC

顶级分析师看好三只股票长期持有。