뉴스 & 심리

Household Wealth Has Never Leaned This Hard on the Stock Market—Just as AI Bubble Fears Hit Equities - Investopedia

家庭财富过度依赖股市，AI泡沫担忧加剧

Shaky sentiment: Big Short trader’s bearish AI bets test China’s stock support - South China Morning Post

大空头看跌AI押注考验中国股市支撑，利空情绪。

Hyperscalers Can't Win With Investors As They Spend Big on AI - Business Insider

超大规模云服务商AI支出大，但投资者不看好。

If I Could Tell Every Investor 1 Thing About the Next Bear Market, It's This - Yahoo Finance

文章提醒投资者关于下一个熊市，利空。

Is the Stock Market in a Bubble? Here's What Warren Buffett's Own Indicator -- and His Cash Pile -- Are Telling Us. - The Motley Fool

巴菲特指标与现金堆积暗示股市可能泡沫化

Is the Stock Market in a Bubble? Here's What Warren Buffett's Own Indicator -- and His Cash Pile -- Are Telling Us. - Yahoo Finance

巴菲特指标和现金堆积暗示股市泡沫风险，市场担忧。

Earnings call transcript: AFIC posts mixed H2 2026 results as shares slip - Investing.com

AFIC混合业绩致股价下跌。

Warren Buffett's Favorite Stock Market Indicator Is Sounding the Alarm. History Suggests Investors Are "Playing With Fire." - Yahoo Finance

巴菲特指标警告市场风险，投资者需谨慎。

Warren Buffett's Favorite Stock Market Indicator Is Sounding the Alarm. History Suggests Investors Are "Playing With Fire." - The Motley Fool

巴菲特指标发出警报，历史显示投资者需谨慎。

Why Trump's new tariff blitz is very different this time around - CNBC

特朗普新关税政策与以往不同，可能带来新冲击

Walmart Is at $108. Here's Why Investors Should Take Pause. - Yahoo Finance

沃尔玛股价108美元，建议投资者暂停买入。

An $85 Billion Chinese DRAM Rival Starts Trading Monday. Here's What It Means for Micron. - The Motley Fool

中国DRAM对手上市，对美光构成竞争压力。

The ‘Unsettled’ Vibe That’s Creeping Through the Markets - WSJ

市场弥漫不安情绪，利空资产价格

Warren Buffett's "Playing With Fire" Warning Is Back: Here's What History Says Happens Next for Stocks, and What Investors Can Do About It - Yahoo Finance

巴菲特发出玩火警告，历史显示股市后续可能下跌

Magnificent 7 Trade Is Broken — Here’s Where Smart Investors Should Look Next - Yahoo Finance

七巨头交易模式破裂，需关注其他机会

For Gen X investors, dotcom bubble haunts stock market portfolios closing in on retirement - CNBC

互联网泡沫阴影影响X世代退休投资组合

Shein files for Hong Kong IPO after profit drops despite revenue growth - Investing.com

希音利润下降仍申请港股上市，市场担忧估值压力

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。

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

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