股市新闻

纽约市市长 Zohran Mamdani 的“空置房产税”正在推进。但它会奏效吗？

New York City Mayor Zohran Mamdani's pied-à-terre property tax is moving ahead. But will it work?

The panel generally agrees that NYC's pied-à-terre tax is more political theater than effective fiscal policy, with limited impact on …

2026-27学年学生贷款利率将上涨：专家分析

Student loan interest rates are set to rise for 2026-27: Expert analysis

The panel agrees that the 13bps increase in federal loan rates is marginal, but the real impact comes from the …

一个低调的人工智能股票刚刚实现了芯片板块最好的季度

An under-the-radar AI stock just delivered the best quarter of the chip sector

While Qnity's Q1 results and pivot to 3D packaging are impressive, the stock's valuation and potential cyclicality pose significant risks. …

BofA 警告美联储降息

BofA drops blunt warning about Fed rate cuts

The panel largely agrees that the market is underpricing the 'higher-for-longer' structural risk, with the Fed potentially staying at 3.50-3.75% …

她 55,000 美元的学生贷款余额一夜之间消失——10 个月后，SoFi 将她告上法庭

Her $55,000 student loan balance vanished overnight — 10 months later, SoFi took her to court

The panel consensus is that SoFi (SOFI) faces significant operational risks and potential regulatory scrutiny due to issues with loan …

中国人不想要他们的汽车，华盛顿也不想要

The Chinese Don't Want Their Cars, And Neither Does Washington

The panel consensus is bearish, with concerns about Chinese OEMs' profitability due to export reliance, margin compression, and potential supply …

Circle 融资 2.22 亿美元，通过“Arc Token”预售

Circle Raises $222 Million From ‘Arc Token’ Presale

The panel is divided on Circle's $222 million raise for the Arc blockchain. While some see it as a strategic …

Market Update: FSLR, NYT, UPS, FBIN, CEG

The panel consensus is bearish, with the core CPI print at 2.8% confirming sticky inflation and dashing hopes for imminent …

晨间简报：Clarity Act 修正案将于 5 月 14 日公布

Morning Minute: The Clarity Act Markup Comes May 14

The panel discusses the Clarity Act markup and BlackRock's tokenization push, with most panelists bullish on the long-term potential of …

环球支付股票：华尔街看涨还是看跌？

Global Payments Stock: Is Wall Street Bullish or Bearish?

Despite recent earnings beats, Global Payments (GPN) faces structural challenges such as margin compression, competitive pressure from fintechs, and high …

Cerebras 将提高 IPO 定价，因需求强劲

Cerebras To Raise IPO Price Amid Strong Demand

The panel is divided on Cerebras' IPO, with concerns about valuation, software moat, and power consumption offsetting the bullish case …

大豆周一早盘上涨

Soybeans Rallying Early on Monday Morning

The panel is bearish on soybean futures, expecting a potential reversal due to weak export data and uncertainty in new …