股市新闻
最新财经新闻 · 更新于 七月 13, 2026
特朗普的药品定价政策可能会损害药企利润。是时候抛售医药股了吗?
President Trump's Drug Pricing Policies Could Hurt Drugmakers' Profits. Time to Sell Pharma Stocks?
The panel consensus is bearish, with key risks including accelerated pipeline prioritization towards non-US markets due to MFN, potential margin …
周二值得关注的期权活动:OKTA、AMD、MRVL
Notable Tuesday Option Activity: OKTA, AMD, MRVL
The panel discusses unusually high long-dated call volume on AMD and MRVL, with varying interpretations ranging from institutional positioning for …
周二期权活动值得关注:UNP, ZS, ANF
Noteworthy Tuesday Option Activity: UNP, ZS, ANF
The panel is divided on the interpretation of high-volume, long-dated call options in ZS and ANF. While some see it …
周二值得关注的期权活动:CPRI、MSTR、DKS
Notable Tuesday Option Activity: CPRI, MSTR, DKS
The panel discusses unusual options activity in MSTR and DKS, with long-dated strikes suggesting positioning for sustained moves. However, the …
美国政府向9家量子计算公司押注20亿美元。这对投资者意味着什么。
The U.S. Government Just Bet $2 Billion on 9 Quantum Computing Companies. Here's What It Means for Investors.
The panelists generally agree that the recent CHIPS Act awards, while signaling policy support, do not represent near-term earnings catalysts …
英伟达独揽所有赞誉,但这4只股票正在悄悄瓜分7250亿美元的人工智能建设潮
Nvidia Gets All the Credit, but These 4 Stocks Are Quietly Capturing the $725 Billion AI Buildout
The panel is bearish on the long-term prospects of AI hardware providers due to power constraints, geopolitical risks, and overinflated …
OpenAI 接下来会盯上 Intuit 吗?
Is OpenAI Coming for Intuit Next?
The panel is mixed on the impact of OpenAI's ChatGPT finance dashboard on Intuit's TurboTax. While some see it as …
星巴克在人工智能方面的押注失败了。复苏之路是否仍在正轨上?
Brian Niccol's AI Bet at Starbucks Just Failed. Is the Turnaround Still on Track?
Despite recent success, Starbucks' reliance on labor-intensive model and repeated tech failures pose significant risks to long-term margin expansion, particularly …
邮政局地平线丑闻调查因缺乏额外资金面临五年延迟
Inquiry into Post Office Horizon scandal faces five-year delay without extra funding
The panel consensus is bearish, highlighting the risk of prolonged uncertainty and reputational damage for Fujitsu due to the £16.5m …
埃隆·马斯克欢迎美国航空加入星链大家庭
Elon Musk Welcomes American Airlines To The Starlink Family
The panel is largely bearish on American Airlines' Starlink rollout, citing distant timeline, execution risks, and potential compression of airline …
斯宾塞·普拉特能赢吗?
Can Spencer Pratt Win?
The panel consensus is bearish, with the LA mayoral race seen as a potential catalyst for accelerating out-migration, straining municipal …
BP股价在驱逐董事长Albert Manifold之后下跌,以"监督和行为"问题为由
BP shares fall after ousting chairman Albert Manifold, citing 'oversight and conduct' issues
The abrupt removal of BP's chairman raises concerns about boardroom friction and potential delays in the company's energy transition plan. …