Actualités & sentiment

A.I. Has Rewarded Investors. It May Now Pose Their Greatest Risk. - The New York Times

AI回报投资者后可能构成最大风险，情绪利空。

Meta Threatened With Major Fines In Europe Over 'Addictive' Features - Investor's Business Daily

Meta因成瘾性功能面临欧洲巨额罚款。

S&P 500 vs. the Worlds: Why the US Stock Market Suddenly Can’t Keep Up - Barron's

美国股市表现落后全球，利空市场。

There Are Already Early Warning Signs That This Earnings Season Will Be a Rollercoaster - Barron's

早期警告信号表明财报季将大幅波动。

Wall St. Sets Limits on Prediction Market Trading - The New York Times

华尔街限制预测市场交易，监管加强利空情绪。

What the rise in "real yields" says about markets - Axios

实际收益率上升反映市场预期变化，利空风险资产

Analysis-Trump Makes the Stock Market His Scoreboard, but Many Americans Aren't Even in the Game - U.S. News & World Report

特朗普将股市作为政绩标尺，但许多美国人未参与其中。

This US Stock Market Indicator Is at a Bigger Extreme Than During the Dot-Com Bubble - Morningstar

美股指标极端程度超互联网泡沫时期

Stock futures mixed as investors await SK Hynix U.S. debut; chip stocks retreat from rally: Live updates - CNBC

美股期货涨跌互现，芯片股从涨势中回落

Are US Stock Market Valuations Outpacing Fundamentals? - Goldman Sachs

美股估值可能超出基本面，引发担忧。

Trump makes the stock market his scoreboard, but many Americans aren't even in the game - Reuters

特朗普视股市为政绩，但多数美国人未受益。

3 things risk derailing a summer stock market rally, Morgan Stanley says - Business Insider

摩根士丹利警告三因素或破坏夏季股市反弹

SK Hynix Shares Close Lower in Korea Ahead of U.S. Listing - WSJ

SK海力士在韩国收盘走低，即将美国上市。

Warren Buffett's No. 1 Valuation Tool Recently Made History -- and His $187 Billion Warning to Wall Street Echoes Louder Than Ever - Yahoo Finance

巴菲特估值工具创新高，警告市场估值过高，利空美股

Stock futures dip after chip-led rally; investors await SK Hynix U.S. debut: Live updates - CNBC

美股期货下跌，芯片股涨后回调，利空短线情绪

JPMorgan double-upgrades 2 EU steel stocks as import safeguards take effect - Investing.com

SK海力士大规模增发定价，稀释现有股东权益，利空股价。

Why is Fast Retailing stock sliding today? - Investing.com

今日Fast Retailing股价下跌。

From Blastoff To … Boring? Why SpaceX Stock Could Lead Aerospace Industry Pivot - Investor's Business Daily

新罕布什尔州叫停开创性的州政府比特币债券计划。

Risky leveraged ETFs are booming in 2026. Some worry they could be making the stock market more volatile. - MarketWatch

杠杆ETF繁荣引发市场波动性加剧的担忧。

Rising stock market leverage raises concerns over potential pullback - The Journal Record

股市杠杆上升引发对回调的担忧