股市新闻
最新财经新闻 · 更新于 七月 04, 2026
黑石集团申请推动Jersey Mike's上市
Blackstone files to take Jersey Mike's public
The panel is largely bearish on Blackstone's Jersey Mike's IPO, with concerns around its high valuation, potential franchisee margin compression, …
特斯拉交付量超预期，欧洲市场复苏提振前景
Tesla deliveries beat forecasts as Europe's rebound brightens outlook
Despite beating delivery estimates, Tesla's Q2 results were met with a 7% stock drop due to pre-earnings run-up and concerns …
首富征税破10亿，再提5千万：Khanna称财富税“绝不能止于亿万富豪”
First $1 Billion, Now $50 Million: Khanna Says Wealth Tax "Must Not Stop At Billionaires"
The panel generally agrees that Khanna's wealth tax proposal, targeting households with over $50 million, poses significant risks to private …
长期投资者应选微软（MSFT）而非SpaceX（SPCX）吗
Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
The panel's net takeaway is that while Microsoft's Azure growth, OpenAI deal revision, and Copilot adoption are significant tailwinds, the …
散户正在抢购这只太空股，但并非SpaceX (SPCX)
Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)
AST SpaceMobile's potential is significant, with 60 MNO partnerships and FCC approval for a 248-satellite constellation. However, the company faces …
铝业公司（AA）将以41亿美元收购南32铝业资产
Alcoa Corporation (AA) to Acquire South32 Aluminum Assets in $4.1B Deal
The panel consensus is bearish on Alcoa's $4.1B acquisition of South32 assets, citing significant execution risk, potential value trap, and …
特斯拉交付量超预期7.4万辆，股价却创近一年最大跌幅，原因在此。
Tesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.
The panel largely agrees that Tesla's Q2 delivery beat, while impressive, masks significant margin risks. The inventory drawdown of 28k …
美国财政部选中贝莱德、先锋集团ETF用于特朗普账户
US Treasury picks BlackRock, Vanguard ETFs for Trump Accounts
The Treasury's selection of IVV and ITOT for new child savings accounts is a modest positive for BlackRock and Vanguard, …
10年前投资1万美元福特股票，如今价值几何？
If You'd Invested $10,000 in Ford Stock 10 Years Ago, Here's How Much You'd Have Today
The panel consensus is bearish on Ford, citing structural headwinds such as thin margins, heavy capex for EV platforms, cyclicality, …
忘掉AI股票吧：这家国防巨头过去10年连年派息，目前收益率为2.75%
Forget AI Stocks: This Defense Giant Has Raised Its Dividend Each of the Last 10 Years and Currently Pays a 2.75% Yield
The panel consensus is bearish on Lockheed Martin (LMT), citing margin compression risks due to fixed-price government contracts, F-35 program …
微软遭遇25年来最差单月表现，投资者该抄底吗？
Microsoft Had Its Worst Month in More Than 25 Years. Should Investors Buy the Crash?
Panelists debate Microsoft's future, with bearish views prevailing due to potential margin compression from heavy Azure capex and uncertain AI …
Digital Realty Trust下季度财报前瞻
What to Expect From Digital Realty Trust's Next Quarterly Earnings Report
The panelists have mixed views on DLR's prospects, with concerns about hyperscale power constraints, capex requirements, and interest-rate sensitivity countering …