ニュース＆センチメント

Corporate earnings face a high bar, but BofA says 3 things suggest the party will keep going for investors - Business Insider

美银认为企业盈利高门槛下仍有三大因素支撑股市继续向好

EXCLUSIVE: Data center firm Switch taps banks for IPO that could value it up to $80 billion, sources say - Reuters

数据中心公司Switch启动IPO，估值高达800亿美元。

Poland stocks higher at close of trade; WIG30 up 1.24% - Investing.com

波兰股市收盘上涨，WIG30指数涨1.24%利好。

These Chip Stocks Are Staying Strong In A Choppy Market - Investor's Business Daily

特朗普取消霍尔木兹海峡管控补偿，地缘风险缓和。

美股存储板块走高 SK海力士股价大涨18%

SK海力士股价大涨18%，存储板块走高

Israel stocks higher at close of trade; TA 35 up 0.69% - Investing.com

以色列股市收盘上涨，TA35涨0.69%

高盛建议做多中国AI， A股优于港股，硬科技优于软科技 - 21财经

高盛建议做多中国AI，看好A股和硬科技

Goldman’s Solomon: ‘CEOs Are Dreaming of More Large-Scale Opportunities’ - WSJ

高盛CEO称CEO们渴望更多大规模机会，市场乐观。

Bitcoin jumps on lowest US CPI since 2020 as traders stay wary of $64K failure

美国CPI创新低，比特币跳涨，但交易员警惕6.4万关口。

Stock Market Today: Dow, Nasdaq Move Higher; IBM Sinks 24%; Warsh Hearing Live — Live Updates - WSJ

道指纳指上涨，IBM暴跌，市场整体走强。

Stock Market Today: Dow edges up, S&P 500 and Nasdaq climb after soft inflation reading; IBM stock tumbles - MarketWatch

美股三大指数因通胀放缓上涨，但IBM暴跌拖累。

'A troubling precedent': Businesses ask Senate to kill a plan to limit stock buybacks and dividends - Business Insider

企业请求参议院扼杀限制回购和分红计划，利好股市。

CleanSpark Lands First HPC Lease Worth Nearly $7 Bil. Bitcoin Leads CPI-Fueled Crypto Surge. - Investor's Business Daily

CleanSpark获大单且比特币因CPI上涨，双重利好。

Ethereum Foundation spinout EthSystems targets banks with blockchain privacy technology

以太坊衍生项目瞄准银行隐私技术

Jamie Dimon Says Business Conditions Nearly ‘As Good As it Gets’ - WSJ

摩根大通CEO表示商业条件极好，市场乐观

Stock market today: S&P 500, Nasdaq rise after cooler-than-expected CPI report - Yahoo Finance

CPI低于预期，标普500和纳指上涨

Stock market today: S&P 500 and Nasdaq rise after cooler-than-expected CPI report - Yahoo Finance

CPI低于预期，标普500和纳指上涨

Nick Timiraos | How the Cool CPI Report Helps Kevin Warsh - WSJ

CPI报告降温对经济有利，支持政策观点

Why is CrowdStrike stock surging today? - Investing.com

CrowdStrike股价今日大幅上涨

Delivery Hero stock jumps on report of Uber takeover talks - Investing.com

Uber收购传言推动Delivery Hero股价上涨