股市新闻
最新财经新闻 · 更新于 七月 26, 2026
Capital One 起诉所谓“诈骗活动”运营者——侵犯商标权
Capital One files lawsuit against alleged 'scam campaign' operators — for trademark infringement
Capital One's (COF) 'lawfare' lawsuit is a strategic attempt to gather intelligence on fraudsters and potentially shift liability onto telecom …
特朗普携16万亿美元CEO阵容抵达中国，只有一个重大请求
Trump Lands In China With $16 Trillion Of CEO Power — And One Big Ask For Xi
The panel consensus is bearish, warning that Trump's high-stakes 'commercial diplomacy' trip to China risks becoming a catalyst for further …
Wolfspeed 股价飙升 20%，此前 Citrini 研究强调了这家芯片制造商的潜力
Wolfspeed stock soars 20% after Citrini research highlights the chipmaker's potential
Despite the recent rally, Wolfspeed's (WOLF) fundamentals remain uncertain. While the CHIPS Act grant provides some relief, the company's 200mm …
Eaton (ETN) 为什么为 AI 数据中心扩建而扩大开关设备产能
Why Eaton (ETN) Is Expanding Switchgear Capacity for the AI Data Center Buildout
Eaton's (ETN) $30M investment in a Nebraska facility for medium-voltage switchgear addresses AI data center power bottlenecks, but the 2027 …
nVent Electric (NVT) 如何受益于人工智能基础设施的电气保护层
How nVent Electric (NVT) Benefits From the Electrical Protection Layer of AI Infrastructure
nVent (NVT) is seen as a strong play on data center infrastructure growth, with significant backlog and robust organic growth …
GE Vernova (GEV) 与人工智能数据中心背后的电力设备短缺有何关联
Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
The panel is divided on GE Vernova (GEV), with concerns about the Wind segment's profitability and execution risks outweighing optimism …
策略价格预测：MSTR 一个月内反弹 43%，我们的模型看到 134% 的上涨空间
Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside
The panel consensus is that MSTR's significant exposure to Bitcoin's volatility and substantial dilution risk outweigh its potential upside, despite …
为什么美国电力公司 (AEP) 是押注人工智能负荷增长的公用事业股票
Why American Electric Power (AEP) Is a Utility-Side Bet on AI Load Growth
The panel is divided on AEP's growth prospects, with bulls focusing on the 'electrification of everything' and contracted demand from …
Quanta Services (PWR) 如何借助人工智能基础设施背后的公用事业建设浪潮而崛起
How Quanta Services (PWR) Is Riding the Utility Buildout Behind AI Infrastructure
The panel is divided on Quanta Services (PWR). Bulls highlight the strong backlog, multi-year visibility, and EPS guidance raise, while …
Itron (ITRI) 如何契合人工智能电网现代化中的软件层
Why Itron (ITRI) Fits the Software Layer of AI Grid Modernization
Itron's (ITRI) strong Q1 results and 22% growth in 'Outcomes' revenue signal a promising shift towards software-as-a-service. However, the company's …
FedEx董事会批准分拆LTL业务
FedEx board approves spinoff of LTL unit
The panel is skeptical about FedEx's spinoff of FedEx Freight, with concerns centering around potential credit downgrade risk for the …
完整记录：Valens Semiconductor 2026年第一季度财报电话会议
Full Transcript: Valens Semiconductor Q1 2026 Earnings Call
Panelists agree that Valens Semiconductor faces significant execution risks and uncertainty in meeting its full-year revenue guidance of $76M, with …