股市新闻
最新财经新闻 · 更新于 七月 29, 2026
泽连斯基称20个国家寻求乌克兰无人机协议
Zelensky Touts That 20 Countries Seek Ukraine Drone Deals
While Ukraine's pivot to drone exports holds potential, panelists agree that execution risks, IP leakage, and supply chain fragility pose …
四月房屋销售令人失望，抵押贷款利率上升令买家承压
April home sales disappoint as higher mortgage rates weigh on buyers
The panel consensus is that the housing market is bearish, with demand fragile and prices driven by supply constraints. The …
Monday.com 股票因收入增长而飙升，提升前景
Monday.com stock soars on revenue jump, raised outlook
Monday.com's Q1 results showed strong revenue growth and margin expansion, but concerns remain about the sustainability of its AI-driven growth …
SDY, O, KVUE, KMB：ETF出现巨额资金外流
SDY, O, KVUE, KMB: Large Outflows Detected at ETF
The panel discusses large outflows from SDY, an ETF tracking high-dividend S&P stocks, with implications for holdings like Realty Income …
本周关键事件：CPI、PPI、零售销售、特朗普-习近平峰会
Key Events This Week: CPI, PPI, Retail Sales, Trump-Xi Summit
The panel is unanimously bearish, warning of a 'stagflation' setup due to sticky inflation, weakening demand, and geopolitical risks. They …
通用汽车削减数百名薪资 IT 员工，以降低成本、评估需求
GM cutting hundreds of salaried IT workers as it cuts costs, evaluates needs
GM's IT layoffs and hiring indicate a strategic shift towards AI and autonomous vehicles, but the execution risk is high …
Jim Cramer 谈论人工智能股票的上涨，以及我们拆分交易的最新进展
Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays
Panelists agree that AI infrastructure stocks, particularly Corning (GLW), are overvalued and driven by momentum rather than fundamentals, but disagree …
特朗普邀请埃隆·马斯克、蒂姆·库克、拉里·芬克等CEO参加与习近平会晤的中国之行
Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit
The panel generally views the U.S.-China CEO delegation as a high-stakes leverage game, with negotiations focusing on purchasing commitments and …
特朗普称伊朗停火协议“苟延残喘”，因拒绝德黑兰的反提案
Trump says Iran ceasefire is 'on life support' after rejecting Tehran's counterproposal
The panel agrees that the geopolitical risk premium is underpriced in the market, with a potential kinetic escalation in the …
OpenAI 审判：纳德拉称马斯克从未就微软投资向他表达担忧
OpenAI trial: Nadella says Musk never raised concerns to him about Microsoft investment
The panel's discussion reveals a mixed sentiment regarding Microsoft's OpenAI investment. While some panelists argue that Microsoft's defense is strong …
摩根大通牵头的银行集团在亏损加剧之际收紧对陷入困境的 KKR 私人信贷基金的信贷额度
JPMorgan Chase-led bank group reins in credit line to troubled KKR private credit fund as losses mount
The panel consensus is bearish on FSK due to rising non-accruals, AI-driven software loan vulnerabilities, and banks' loss of confidence …
特朗普、国会共和党人提议在伊朗战争期间暂停征收联邦汽油税
Trump, congressional Republicans float suspending federal gas tax amid Iran war
The panel largely agrees that suspending the federal gas tax is a politically motivated, inflationary measure that offers minimal consumer …