新聞輿情中心

英伟达发布Vera CPU新细节 AI服务器市场再开新战场

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/105.NVDA" target="_blank"><img alt="K图 NVDA_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.NVDA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　周二（7月21日），<span id="stock_105.NVDA"><a class="keytip" href="http://quote.eastmoney

SanDisk, Arm among market cap stock movers on Tuesday - Investing.com

<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxQV1NFRnk2NGRxNWwxOEJOMEJtcGpfdDd4NFhIb25yUG1vcXdoaWl0MEY5YzExNDhuZG1maTFaWko0bWoxYzU0T0dwd2N5eWdzWHVZWVdsdERJakxDV1QzaHA1bFpFSGcxMTlMYXFPT1RYaDJ3UmRBbkUwZUd4SDVVYmNYTEJ4emVPbEY4U1lxOV8xWTI0Yzg5dC1MREZ5TzV5aGpoeHMwTWJMbjB3OFJCOXRfcGM?oc=5" target="_blank">SanDisk, Arm among market cap stock movers on Tuesday</a>&nbsp;&nbsp;<font color="#6f6f6f">Investing.com</font>

AI Winner GE Vernova Due. What Matters Far More Than Orders. - Investor's Business Daily

AI赢家GE Vernova即将发布，关注点超越订单。

SpaceX, Micron, Western Digital, Sandisk, Danaher, and More Stocks That Explain Today’s Market - Barron's

<a href="https://news.google.com/rss/articles/CBMiZEFVX3lxTFB3ejdYOHZYRmNabFJIYklUYjNZOW9Ea25TVndCRUg4SEFXRnVQOTZRRUQ1VERQT0dhOTUxSWk1NG82X1V0T2JraS1Gb2NPQ2FGT25rdkZPcEVBUml2c3JRUjY1RlE?oc=5" target="_blank">SpaceX, Micron, Western Digital, Sandisk, Danaher, and More Stocks That Explain Today’s Market</a>&nbsp;&nbsp;<font color="#6f6f6f">Barron's</font>

Stock Market Today: Dow adds 400 points, semiconductor names lead S&P 500 and Nasdaq higher; global oil prices above $91 a barrel on fresh U.S.-Iran strikes - MarketWatch

<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxPLXZPQVRxTHg4WFJ6RFAzVE0yMEVXVlhDM19ONnJFU01CTERtOHdUdXFUSzFzTUVuTmlVYWROMkpPZUxMaTdGaTZTMFBIbVI0SWc0UDduTlhLcEUtR2hHdS1YT2UwOFFaelZLcTVmWXlqUjRlZ0tNeF9ZdVdPZnBSM2NfSjl3WkhmTVNnVzFZcWV5UmlxUTRORlRPVjB3LXA1NlQyV1FhcW5pN0JDSkQzb0Q5RmpsQQ?oc=5" target="_blank">Stock Market Today: Dow adds 400 points, semiconductor names lead S&amp;P 500 and Nasdaq higher; global oil prices above $91 a barrel on fresh U.S.-Iran strikes</a>&nbsp;&nbsp;<font

特朗普：胡塞武装若封锁红海 美国将采取行动

<p>　　美国总统特朗普21日在白宫会见到访的黎巴嫩总统奥恩时表示，如果也门胡塞武装封锁红海，美国将采取行动。特朗普在谈及胡塞武装可能封锁红海一事时说，目前还没有发生这种情况，“如果真发生了，我们会采取行动，处理好”。也门胡塞武装20日宣布对沙特阿拉伯实施“海上禁运”且立即生效。沙特主导的多国联军随后表示，已采取措施保护成员国船只安全通行曼德海峡，并将坚决回应胡塞武装的任何威胁。关于黎巴嫩局势，特朗普说，他愿意与黎巴嫩真主党对话，并将同奥恩讨论对黎援助，协调其他各方参与协助。</p><p class="em_media">（文章来源：新华社）

Is The Stock Market Rotating Or Rebalancing? (SP500) - Seeking Alpha

探讨标普500市场轮动或再平衡

关于北美算力需求、3.2T光模块前景 东山精密最新回应

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/0.002384" target="_blank"><img alt="K图 002384_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=0.002384&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　7月21日，<span id="stock_0.002384"><a class="keytip" href="http://quote.eastmoney.c

美股全线拉升！芯片股集体大涨！华尔街喊话：买入时机已到

<p>　　<span id="bk_90.BK1137"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1137">存储芯片</a></span><span id="bkquote_90.BK1137"></span>概念股再度走强！</p><p>　　7月21日晚间，美股三大指数集体上涨。截至22:00，纳指涨0.88%，道指涨0.35%，标普500指数涨0.52%。芯片股拉升，费城<span id="bk_90.BK1036"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK1036">半导体</a></span><span id="bkquote_90.BK1036"></span>指数大涨近4%。存储概念股大涨，<span id="stock_105.SNDK"><a class="keytip" href="http://quote.eastmoney.com/unify/r/105.SNDK">闪迪</a></spa

啥情况？长鑫科技战配股数“腰斩” 投行详解背后逻辑

<p>　　7月21日，<span id="stock_1.688825"><a class="keytip" href="http://quote.eastmoney.com/unify/r/1.688825">长鑫科技</a></span><span id="quote_1.688825"></span>战配最终认购结果出炉。30家战配初始配售股数为33.44亿股，实际最终认购股数为16.67亿股，实际认购股数约缩水一半。引发市场猜测。</p><p>　　券商中国记者采访获悉，这与业内一般做法有关。对于战配的股份数量，一般初始的设计多会按照法规的上限，留出冗余度。对于<span class="em_stock_key_common" href="http://quote.eastmoney.com/unify/r/1.688825">长鑫科技</span>大体量的发行，战配的获配上限就是33.44亿股（发行数量的50%），后期再根据实际情况进行回拨。</p><p>　　据悉，虽然实际认购数量有所减少，但是30家战配实际认购金额与当初的承诺认购金额一致（144.37亿元）。此外，这部分差额

二次“胜负手”临近！广发证券刘晨明：A股大幅下行空间有限 AI远未泡沫化

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/sh000001.html" target="_blank"><img alt="K图 000001_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.000001&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　近期A股经历明显调整，市场情绪一度承压。</p><p>　　<span id="stock_0.000776"><a class="keytip" href="http

Kimi首次回应K3外界关切 期待和马斯克“掰手腕”

Kimi回应K3关切，期待与马斯克竞争。

存储龙头兆易创新：向子公司增资5亿元支持DRAM项目实施

<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/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 style="display:

Stock Market Today: Major Indexes Rebound After 3 Straight Sessions of Losses as Chip Stocks Surge; Oil at Highest Level in More Than Month - Investopedia

<a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxQdmloWnhjN0ZaWFc5Unl5ZjlFUE9ObkxocEFfVjZLTFBFSmhCSnpJbzZqTk1ROUdYQkxtNnVVQjd4RDE0LV9jUkZuSFczd2t3OTNxcmlvZzhGVF9IWWJydjFEbGQ3MTI2dzlJRnFpM2J2dHhVSU5PSnJNaURVU1QzSnc5Y3dfMlBJWHEtcTVFbHo?oc=5" target="_blank">Stock Market Today: Major Indexes Rebound After 3 Straight Sessions of Losses as Chip Stocks Surge; Oil at Highest Level in More Than Month</a>&nbsp;&nbsp;<font color="#6f6f6f">Investopedia</font>

Wall St gains on chip stocks recovery; earnings draw focus - Reuters

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxOUDZOb0lyeDNtSHo4bVQ4MlJ3RnhPUUR2WmxYT2xqaWRVNFFVNkNUdHBNUUIxWm5kZGpVaVc0SFZicnBmN1F0RWI3RXpqNUpCbjQ3RHhPZEJkTmlaeGI3YXp3MUlSSXN2RGdBZ3dfekVaQzQxbFJzeHhuNU9veGtKMzdidFZ1N2QwbFE3Z3B1VmxoY1VuTUFtU3Rfa09XMlRMWl9B?oc=5" target="_blank">Wall St gains on chip stocks recovery; earnings draw focus</a>&nbsp;&nbsp;<font color="#6f6f6f">Reuters</font>

A股迎来批量利好 上市公司密集发布回购、股东及高管增持计划

<p>　　7月21日晚间，A股再次迎来批量利好公告潮！</p><p>　　多家上市公司密集发布股份回购、股东及高管增持计划，涵盖医疗、<span id="bk_90.BK0523"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK0523">新材料</a></span><span id="bkquote_90.BK0523"></span>、<span id="bk_90.BK0493"><a class="keytip" href="http://quote.eastmoney.com/unify/r/90.BK0493">新能源</a></span><span id="bkquote_90.BK0493"></span>、装备制造等多个热门赛道，持续为市场注入信心。</p><p>　　<strong>最高10亿元</strong></p><p>　　<strong>多家A股官宣股份回购</strong></p><p>　　<span id="stock_1.688085"><a class="keytip" h

谷歌更新轻量版Gemini模型阵容 但旗舰Pro发布再延期

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/105.GOOGL" target="_blank"><img alt="K图 GOOGL_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.GOOGL&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" hr

20倍光芯片大牛股源杰科技：上半年净利预增超10倍

<!-- EM_StockImg_Start --><p style="text-align: center;"><a class="EmImageRemark" href="http://quote.eastmoney.com/unify/r/1.688498" target="_blank"><img alt="K图 688498_0" border="0" height="276" src="https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.688498&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1" style="border: #d1d1d1 1px solid;" width="578" /></a></p><!-- EM_StockImg_End --><p>　　【导读】<span id="stock_1.688498"><a class="keytip" href="http://quote.eastmoney.com

二季度基金整体净申购81.90亿份 权益基金缩水超4800亿份

<p>　　【导读】二季度基金整体净申购81.90亿份，权益基金缩水超4800亿份</p><p>　　中国基金报记者天心</p><p>　　2026年基金二季报披露完毕，基金份额申购赎回情况浮出水面。总体看，截至今年6月底，基金总规模为32.70万亿份，当季净申购81.90亿份。</p><p>　　从各类型基金申赎情况来看，债券型基金成为净申购最多的品类，净申购7812.57亿份；股票型基金净赎回最多，其间缩水4838.36亿份。此外，货币型基金也获得资金净流入，混合型基金、QDII、FOF、商品型基金及其他类型基金则以资金净流出为主。</p><p>　　值得一提的是，今年二季度，部分业绩突出的主动权益产品继续受到投资者追捧，出现明显的资金净流入，31只获超10亿份净申购。</p><p>　　<strong>今年二季度整体净申购81.90亿份</strong></p><p>　　<strong>债券型基金获最大净申购</strong></p><p>　　天相投顾数据显示，截至2026年二季度末，各类型基金（含联接基金）期末总份额为32.70万亿份，比上季末微增81.90亿份，增幅为0.03%。</p>

基金重仓股大曝光！这些股被狂买（附名单）

基金重仓股曝光，关注被狂买个股。