股市新闻
最新财经新闻 · 更新于 七月 26, 2026
分析师最爱：BHP集团位列顶级金属股
Analyst Favorites: BHP Group Ranks As a Top Metals Pick
The panel's net takeaway is that BHP's valuation is heavily influenced by iron ore prices and Chinese demand, with significant …
美国股市在通胀数据公布后表现喜忧参半
U.S. Stocks Turning In Mixed Performance Following Inflation Data
The panel consensus is bearish, with all participants agreeing that the recent inflation surge, exacerbated by geopolitical tensions, poses significant …
买入Alphabet股票的4600亿美元理由
460 Billion Reasons to Buy Alphabet Stock Hand Over Fist
The panelists agree that while Alphabet's GCP backlog and growth are impressive, the focus should be on profit and margin …
‘我 不 认为 需要 考虑 美国 人 的 财务 状况’ 特朗普 在 伊朗 谈判 中 这样 说
‘I don’t think about Americans’ financial situation,’ says Trump amid Iran talks
The panel generally agrees that high energy costs, driven by geopolitical risks, will lead to stagflationary pressures, hurting retail and …
中国法院判决被人工智能取代的被解雇工人获得赔偿
Chinese court awards compensation to sacked worker replaced by AI
The ruling increases the cost of capital for Chinese tech companies deploying LLMs in the short term, potentially hindering AI …
特朗普的巨额捐助者因经济不确定性暂停威斯康星州开发项目
Trump mega-donors pause Wisconsin development project, citing economic uncertainty
Uline's delay in constructing a 1M sq ft facility in Kenosha until 2027, citing 'economic unsettlement' and high interest rates, …
俱乐部对股市的十大关注点，星期三
The Club's top 10 things to watch in the stock market Wednesday
The panel expresses concern about the market's overemphasis on AI and speculative stocks, warning of potential volatility due to persistent …
批发通胀4月同比上涨6%，为2022年以来最大增幅
Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022
The panel agrees that the recent PPI spike signals a structural shift in inflation, with tariff-related cost-push inflation being passed …
特朗普携CEO抵达北京，将与习近平会晤
Trump arrives in Beijing with CEOs ahead of Xi meetings
The panel is divided on the implications of the US-China trade summit, with some seeing a potential 'sell-the-news' event or …
Altman 在证词中称马斯克“抛弃”了 OpenAI
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
The panel consensus is that the trial's outcome may disrupt OpenAI's governance and execution timelines, potentially impacting Microsoft's AI defensibility …
Anduril 估值翻倍至 600 亿美元以上，国防科技融资热潮持续
Anduril doubles valuation to over $60 billion as defense tech funding boom continues
The panel is divided on Anduril's $61 billion valuation, with concerns about execution risks, government procurement delays, and the company's …
亚马逊放弃“鲁弗斯”聊天机器人，在人工智能战略转型中推出 Alexa 购物代理
Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot
Despite the potential for increased ad monetization, the panel consensus is bearish due to significant risks, including regulatory scrutiny over …