股市新闻
最新财经新闻 · 更新于 七月 31, 2026
‘Degree of complacency’: 供应链是否准备好应对持续的伊朗战争的影响？
‘Degree of complacency’: are supply chains prepared for impact of ongoing Iran war?
The panel largely agrees that the market is underestimating supply chain risks, particularly in manufacturing, due to the closure of …
预计英国首相将在讲话中宣布完全国有化英国钢铁
Full nationalisation of British Steel expected in King’s speech
Panel consensus is bearish on the full nationalisation of British Steel, citing high fiscal costs, structural uncompetitiveness, and potential political …
迈克·阿什利承认他策划了导致 JD Sports 主席下台的视频
Mike Ashley admits he was behind video that brought down JD Sports chair
The panel's net takeaway is that Mike Ashley's admission of orchestrating surveillance at JD Sports creates significant reputational and potential …
特朗普关税退款正在发生——企业应予以关注
Trump tariff refunds are actually happening – and businesses should pay attention
The panel is divided on the impact of $166bn tariff refunds. While some see potential working capital relief and boosts …
汉坦病毒肆虐的邮轮开始撤离
Hantavirus-Plagued Cruise Ship Begins Evacuations
The panel consensus is that this is a contained outbreak, not a pandemic, with the real risk being headline volatility …
房地产市场至关重要的“春季销售季”岌岌可危
Housing Market's Crucial "Spring Selling Season" Is In Tatters
The panel agrees that the housing market is facing significant headwinds, with high mortgage rates and inflation causing a slowdown …
黎巴嫩死亡人数飙升，以色列与真主党全面战争重燃
Soaring Death Toll In Lebanon Toll As Full-Fledged Israel, Hezbollah Fighting Returns
The panel agrees that the escalating Israel-Hezbollah conflict poses significant risks, with a potential spike in Brent crude and energy …
伊朗相关媒体就霍尔木兹海底互联网电缆提出数据税
Iran-Linked Media Floats Data Tax On Hormuz Undersea Internet Cables
Iran's attempt to impose a 'data tax' on Hormuz undersea cables is more about geopolitical signaling and creating uncertainty than …
什么才是真正的看涨？实际解决问题
What Would Be Truly Bullish? Actually Fixing What's Broken
The panelists agreed that the U.S. healthcare system is unsustainable and faces significant challenges, with AI's role in addressing these …
Vistra (VST)：为数据中心需求而应购的最佳发电股票
Vistra (VST): The Best Power Generation Stock To Buy For Data Center Demand
The panel consensus is bearish on Vistra (VST) due to potential structural margin compression from ERCOT's regulatory reforms, outweighing the …
CoreWeave股票是否会在收入持续飙升时逢低买入？
Is CoreWeave Stock a Buy on the Dip as Revenue Continues to Skyrocket?
Despite impressive growth and backlog, CoreWeave's high capital intensity, reliance on debt, and widening losses raise significant concerns. Power constraints …
Serve Robotics (SERV) 如何成为实体AI的增长故事
Why Serve Robotics (SERV) Is Emerging as a Physical AI Growth Story
The panelists generally agree that SERV's impressive growth and expansion are overshadowed by its unsustainable cash burn rate and lack …