Новости и настроения

Fed Meeting Today: Traders Digest Warsh Comments; Meta, Microsoft Earnings in Focus — Live Updates - WSJ

美联储会议及Warsh言论受关注，Meta和微软财报成焦点。

沃什上演“官样文章”：嘴上在乎通胀 但拒绝解释如何解决问题

<p>　　北京时间周四凌晨2点30分，美联储主席沃什再度现身媒体镜头前，举行上任后第二场货币政策决议发布会。</p><p>　　作为背景，在半小时前公布的最新利率决议中，<strong>美联储公开市场委员会如期将基准利率目标区间维持在3.5%至3.75%不变</strong>。但是，本次会议有<strong>3名地区联储主席砸下反对票</strong>。据统计，这是2016年以来，首次有3位票委针对政策变动投出方向一致的反对票。</p><p>　　在问答环节前宣读的声明中，沃什表示此次会议“气氛融洽且富有建设性”，重申<strong>今天的决议声明依然旨在“避免进行预测”</strong>。</p><center><img alt="image" src="https://np-newspic.dfcfw.com/download/D25122266512945824687_w1556h917.jpg" /></center><p>　　根据统计，今天的利率决议声明（不含投票信息那一段）只有115个单词，基本上是过去二十年里最短的状态。</p><p>　　沃什顺带强调“美联储将致力于实现物价稳

South Korea’s stock-market boom is collapsing spectacularly - economist.com

<a href="https://news.google.com/rss/articles/CBMipwFBVV95cUxNWkZHN0FTMnBHWWpFdlU0LWVhQ0V0VzlWSkZSbW9md3JnZjZXUjd0ZUNRbmF6VDlyUi14dmlzWDBkQ201T2NIV2JOeGNOZksxNnlmQlIyYzZHRXQ3UmlQWXUwWS0wbGRmNmI0N3U1bzNnSmNIMmNPMnJ3ZDJQOWR6c3lfblp0RlhNSFBSODZQRXhzYk9oNElRZGR1NEdpeU9ON0szNFdyNA?oc=5" target="_blank">South Korea’s stock-market boom is collapsing spectacularly</a>&nbsp;&nbsp;<font color="#6f6f6f">economist.com</font>

Stock market today: Dow plunges by 1,100 points, S&P 500 and Nasdaq sink as yields rise on Fed's hawkish hold - finance.yahoo.com

<ol><li><a href="https://news.google.com/rss/articles/CBMirAFBVV95cUxNOWVHcDBlVjd0RHprWXNCa29VSEdUNm1FUFhDS2ZDeFI0VjQ1a0YyTjRwVFlQaXRTbG5sTzRjdHJWT2VKcWppWERZYzZ0djJuWnkxdnU2ZHRKY3NxMTNHbmJNUFlKbjEtdmhMcTZ1elhIYjI3N0Q5RGFPbWZ3b25yekpES1pITldwdHdMMl9BSFhtT1gtNFNsS3E5NVdKWm5lMjAyVnFCMzl6X0FG?oc=5" target="_blank">Stock market today: Dow plunges by 1,100 points, S&amp;P 500 and Nasdaq sink as yields rise on Fed's hawkish hold</a>&nbsp;&nbsp;<font color="#6f6f6f">finance.yahoo.com</font></li><li><a

US prosecutors propose changes to CLARITY as voting window narrows: Report

检察官提议修改CLARITY法案，投票窗口收窄，影响待定。

“韩流”猛烈冲击亚太股市，多只宽基ETF放量撑住A股 - yicai.com

<a href="https://news.google.com/rss/articles/CBMiU0FVX3lxTE5UenRiWVVHLVBBbVVsVDR2QUJGNUV5dGNfbm9wQTlteU9TRDVTSFhhOWlmUlFHRWZ6T1laTUpCSlpBY3dqOFFKQWU3UGRwNkVqbzhz?oc=5" target="_blank">“韩流”猛烈冲击亚太股市，多只宽基ETF放量撑住A股</a>&nbsp;&nbsp;<font color="#6f6f6f">yicai.com</font>

Vertiv, SoFi, GE HealthCare, Micron, SK Hynix, Garmin, and More Stocks That Explain Today’s Market - Barron's

Barron's列举多只股票解释今日市场，无明确利好或利空

JPMorgan just sent stock market investors a signal worth watching - thestreet.com

摩根大通发出市场信号，但方向未明确，需持续关注。

Fed holds rates steady, extending pause as markets await Kevin Warsh's policy roadmap

美联储维持利率不变，等待政策路线。

Fed Meeting Today: FOMC, Warsh Interest-Rate Decision Soon — Live Updates - WSJ

FOMC议息在即，市场等待结果。

South Korea’s stock market plunges as AI-driven boom fades - aljazeera.com

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxQRmZNcEtQUnpRbHdtRWpiVng1dnhxVlJCM1VVdzZRQUpwMjh0cGJDLVRuWnZpSDdjc1Q5VkpYaUF3OWRZU0NPYjZzSUxvakwtMjBVLVdRSjdLOVI0QmpockFtQTIwamJHNW1TREJsZXBrN1ZQX001VHBfMldwUEQtTGVIMG5YTGN6aEdQeU9mOEsxTU51Y3NlRjI2UVFlbTZZTGVv0gGoAUFVX3lxTE8tVjBGU2Mtb3BsRTVwU3BZWmVua0ZBS3ZFT012R0JuTkgwQ0M3UlFTaEdRdURyYnM0X0lPTlBCQjFmVEpKYXBqOGhJR0RiRHRoZXpFdEk4eENJT0QtaXBTMXNHN3g5alF3T0FMU0U4RkJQTUlrWXJFODNkRVlVdUJOQTRyTFpScExfUHdYRjRUSUlWTERBNDNOazdneHlEZXhGTHVWUU1RVg

SpaceX股价剧烈震荡 华尔街借机推出挂钩产品打造新生态

SpaceX股价震荡，华尔街推出挂钩产品

史无前例的“背靠背”熔断后 韩国监管紧急开会说了点啥？

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/100.KS11" target="_blank"><img alt="K图 KS11_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=100.KS11&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　韩国股市发生史无前例的连续两日全市场熔断后，该国金融监管周三举行紧急会议，并公布了新一批应对措施。</p><p>　　据悉，<strong>出席会议的有被称为“金融F

加强数据共建共享！九部门：开展科技金融可信数据空间创新发展试点

<p>　　为加强科技金融领域数据共建共享，人民<span id="bk_90.BK1283"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1283">银行</a></span><span id="bkquote_90.BK1283"></span>等九部门7月29日联合印发《关于加强科技金融领域数据开发利用的通知》（下称《通知》），发布《全国科技金融领域数据开发利用目录1.0》，并鼓励地方向科技型企业提供授权开放信息渠道，明确将开展科技金融可信数据空间创新发展试点。</p><p>　　信息不对称是长期以来制约科技金融发展的一大难点。打通数据孤岛，融合企业各项数据，构筑完善、多元的科技金融数据服务生态，有助于提高科技金融风险分析与识别能力。</p><p>　　人民<span class="em_stock_key_common" href="http://quote.eastmoney.com/unify/r/90.BK1283">银行</span>副行长、国家外汇管理局局长朱鹤新曾在2025年5月国新办新闻

实现A+H两地上市、问鼎港股年内最大IPO！中际旭创港股今日上市

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.300308" target="_blank"><img alt="K图 300308_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.300308&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　作为A股光模块龙头企业，<span id="stock_0.300308"><a class="keytip" href="http://quote.eastm

苹果、小米齐涨！A股存储板块继续走弱 存储超级周期拐点来了？

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/us/AAPL.html" target="_blank"><img alt="K图 AAPL_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="htt

消费首席“裸辞”转战AI 大消费见底信号来了？

消费首席转投AI，或暗示消费板块见底

华锦股份：副总经理被查 公司生产经营情况正常

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.000059" target="_blank"><img alt="K图 000059_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.000059&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　<span id="stock_0.000059"><a class="keytip" href="http://quote.eastmoney.com/uni

董事长拟最低10亿元增持、让公司最高20亿元回购 兆易创新连抛“救市”方案

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.603986" target="_blank"><img alt="K图 603986_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.603986&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p> </p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRem

联创电子控制权或变更！地方国资拟入主

<p style="display: none; height: 1px; overflow: hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.002036" target="_blank"><img alt="K图 002036_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.002036&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　<span id="sto