ニュース&センチメント

中立

Wall Street's bulls are starting to admit the earnings bubble is real — and the 60/40 portfolio may be the first casualty - fortune.com

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxQVGJxOVN1T211RW9KcERVWm9UZVVQMEE2UUdIQkRVaHVMX3Rhc3ptRHdTQVNBclItZXhVQnlkUlZkZUJUN3IyY3UwN0FERGNQcEIxaWtUa1N2NU5tQjVYNUxvM3ZLT0tuZTBZbFpLVkZRLThlWXZKdEc0WEhkVXI5MW9tQnFSclZ3WjhWb0JvN0x6YmkzdW9KODhjRi1JV3hudDBidjVn?oc=5" target="_blank">Wall Street's bulls are starting to admit the earnings bubble is real — and the 60/40 portfolio may be the first casualty</a>&nbsp;&nbsp;<font color="#6f6f6f">fortune.com</font>

Google News(US Markets)2026-08-03 16:03
中立

Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty - Fortune

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxQVGJxOVN1T211RW9KcERVWm9UZVVQMEE2UUdIQkRVaHVMX3Rhc3ptRHdTQVNBclItZXhVQnlkUlZkZUJUN3IyY3UwN0FERGNQcEIxaWtUa1N2NU5tQjVYNUxvM3ZLT0tuZTBZbFpLVkZRLThlWXZKdEc0WEhkVXI5MW9tQnFSclZ3WjhWb0JvN0x6YmkzdW9KODhjRi1JV3hudDBidjVn?oc=5" target="_blank">Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty</a>&nbsp;&nbsp;<font color="#6f6f6f">Fortune</font>

Google News(US Markets)2026-08-03 16:03
中立

Jobs report and earnings: What NYSE insider Jay Woods is watching this week - CNBC

关注本周就业报告和财报

Google News(US Markets)2026-08-03 16:01
中立

亚马逊跻身“3万亿美元俱乐部”

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/105.AMZN" target="_blank"><img alt="K图 AMZN_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMZN&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>  周一(8月3日)美股早盘,<span id="stock_105.AMZN"><a class="keytip" href="http://quote.eastmo

东方财富2026-08-03 16:01
中立

多晶硅期货全线涨停!“反内卷”预期再升温 周期拐点来了?

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/225.psm" target="_blank"><img alt="K图 psm_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=225.psm&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>  8月首个交易日,多晶硅<span id="bk_90.BK1361"><a class="keytip" href="http://quote.eastmoney.com

东方财富2026-08-03 16:01
好材料

特朗普:与伊朗的谈判已开始 计划近期举行更多会谈

美伊谈判启动缓解地缘紧张,风险偏好提升

东方财富2026-08-03 15:58
好材料

Greg Abel Poured $23 Billion of Berkshire's Cash Into Alphabet Stock - fool.com

伯克希尔哈撒韦斥资230亿美元买入谷歌股票。

Google News(US Markets)2026-08-03 15:49
中立

Greg Abel Poured $23 Billion of Berkshire's Cash Into Alphabet Stock - The Motley Fool

<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxPVjY5RFBrcmYtRzRhSlZsVXVsdEcyODY5MERCUGRMNnVFVzdvSGVMOHFNYjR4ZTRjcjZyZm9TaUxNRjd6LWxlUDN0N0FURmNTdEdaMHJPU1ByeUduNGFnTUNZVG1PY05qVUZDWHBtMDVDYTVrci1VaEZFdjA1cUJ5Um8yUllZa1lXTGJCenZTbUJnV0RyVlFhUQ?oc=5" target="_blank">Greg Abel Poured $23 Billion of Berkshire's Cash Into Alphabet Stock</a>&nbsp;&nbsp;<font color="#6f6f6f">The Motley Fool</font>

Google News(US Markets)2026-08-03 15:49
好材料

SpaceX Eyes Louisiana Spaceport As Musk Seeks AI Talent. SPCX Stock Surges. - Investor's Business Daily

SpaceX选址航天港,AI人才助力,股价大涨。

Google News(US Markets)2026-08-03 15:49
好材料

Microsoft Stock Breaks Out Into Buy Zone. Here’s Why. - Investor's Business Daily

微软股票突破买入区域,利好。

Google News(US Markets)2026-08-03 15:29
好材料

Amazon Stock Hits $3 Trillion Market Cap As AI Cloud Hyperscalers Rally - Investor's Business Daily

亚马逊市值突破3万亿,AI云推动上涨

Google News(US Markets)2026-08-03 15:28
中立

Trump-linked American Bitcoin president Matt Prusak departs for Giga Energy

特朗普系比特币高管离职

CoinDesk2026-08-03 15:24
悪材料

Hashdex to shut smallest Bitcoin ETF after more than two years

Hashdex关闭最小比特币ETF

Cointelegraph2026-08-03 15:24
中立

Stock Market Today: Dow surges 600 points toward a record high, S&P 500 and Nasdaq also rise; oil prices, Treasury yields fall on signs of U.S.-Iran war de-escalation; Palantir earnings on tap - marketwatch.com

戴蒙对股市做出大胆预测,历史信号建议投资者行动。

Google News(US Markets)2026-08-03 15:22
好材料

Stock Market Today: Dow surges 600 points toward a record high, S&P 500 and Nasdaq also rise; oil prices, Treasury yields fall on signs of U.S.-Iran war de-escalation; Palantir earnings on tap - MarketWatch

美股大涨,道指上涨600点

Google News(US Markets)2026-08-03 15:22
悪材料

SpaceX short interest overtakes Tesla ahead of earnings, lockup expiration - CNBC

SpaceX空头头寸超特斯拉

Google News(US Markets)2026-08-03 15:17
悪材料

SpaceX short interest overtakes Tesla ahead of earnings, lockup expiration - cnbc.com

<a href="https://news.google.com/rss/articles/CBMirwFBVV95cUxPZFhiaEFUd1lFWVBJckxCZTE1MjQyX1FRQUxMNWpBRnc4dU9VWGFkVnI2YWlockY4azFzdDBWZGJ1UTVyMHFzbG5oQS11M3I4eWMtV1R0OXFnLWVNWklpTk44OFBuN2VIQ2pmVGVOQ3hFaGlGQm9RUTVvQlNGdjB3d0FCRjNCbUN2T0ZwMk5DWXplSVZXc3VfTDk0SHIwN1oxN0RxRF9KN3NZZGFieE5N?oc=5" target="_blank">SpaceX short interest overtakes Tesla ahead of earnings, lockup expiration</a>&nbsp;&nbsp;<font color="#6f6f6f">cnbc.com</font>

Google News(US Markets)2026-08-03 15:17
中立

SpaceX’s Stock Lockup Is Expiring. Prepare for a Bumpy Ride. - The New York Times

<a href="https://news.google.com/rss/articles/CBMigwFBVV95cUxNbC1qZHE3aHlVLWFXVmVYUHR0VHZyTUdWR21JZ1R1SWx1ZGFuVklQYWFRVmxNUHR0MDJDMmpEbHRaOGRSYnNlYlFBUmVyeTdrbVM3eUl3U3ZrM25KMjFsdkhySi1tLXBnQmhHMzlFUUQyc3VMbDFqaFJrMzRVcVBzSy1Iaw?oc=5" target="_blank">SpaceX’s Stock Lockup Is Expiring. Prepare for a Bumpy Ride.</a>&nbsp;&nbsp;<font color="#6f6f6f">The New York Times</font>

Google News(US Markets)2026-08-03 15:10
悪材料

SpaceX’s Stock Lockup Is Expiring. Prepare for a Bumpy Ride. - nytimes.com

SpaceX股票锁定期将满,预计波动

Google News(US Markets)2026-08-03 15:10
好材料

Amazon tops $3 trillion market cap as stock continues post-earnings surge - CNBC

亚马逊市值破3万亿美元,持续上涨

Google News(US Markets)2026-08-03 15:05
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