股市新闻
最新财经新闻 · 更新于 五月 23, 2026
Arm股价上涨6% CEO Haas预计新芯片年收入达150亿美元
Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
The panel is divided on Arm's ambitious $15B revenue target by 2031 for its AGI CPU, with concerns raised about …
Arm 推出新人工智能 (AI) CPU，网易、OpenAI、Cloudflare 成首批客户
Arm Debuts New Artificial Intelligence (AI) CPU, Nabs Meta, OpenAI, Cloudflare as First Customers
The panel is divided on Arm's move into physical silicon. While some see it as strategically sound and a viable …
今日股市，3月24日：诺基亚受5G势头和北美电信支出推动上涨
Stock Market Today, March 24: Nokia Rises on 5G Momentum and North American Telecom Spending
Panelists are awaiting Q1 results to validate Nokia's 'AI-driven' strategy and assess its impact on margins. They debate the significance …
英伟达 vs 美光：更好的AI股票选择
Better AI Buy: Nvidia vs Micron
The panelists debate between Nvidia (NVDA) and Micron (MU) as AI stock picks, with most acknowledging NVDA's software moat and …
Icahn Enterprises 在 Centuri 股份中增持 7800 万美元，但真正的故事始于更早
Icahn Enterprises Just Added $78 Million in Centuri Shares, but the Real Story Starts Earlier
The panelists generally agreed that Icahn's increased stake in Centuri (CTRI) signals conviction, but they also raised concerns about the …
SoFi：做空论点
SoFi: The Short Thesis
The panel's net takeaway is that SoFi's accounting practices, particularly its use of off-balance-sheet VIEs and aggressive DCF inputs, are …
今日股市，3月24日：Circle Internet因稳定币收益限制传闻而暴跌
Stock Market Today, March 24: Circle Internet Dives on Possible Stablecoin Yield Restrictions
The panel is divided on the impact of potential stablecoin yield restrictions on Circle (CRCL). While some argue the 20% …
这家不起眼的AI股票可能比英伟达更好
This Under-the-Radar AI Stock Could Be a Better Buy Than Nvidia
Panelists are divided on Nebius' (NBIS) potential. While some see its high growth and regulatory tailwinds as promising, others question …
1 只增长型股票，在加入英伟达、Alphabet 和苹果的 3 万亿美元俱乐部之前值得买入
1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $3 Trillion Club
The panel is divided on Meta's $3T thesis, with concerns about capex ROI, buyback pauses, and power grid bottlenecks, but …
这只收益率为16%的大宗商品ETF刚吸引了1200万美元的新赌注。你需要知道什么
This Commodity ETF With a 16% Yield Just Drew a New $12 Million Bet. Here's What to Know
The panel discusses Bison Wealth's $12M position in FTGC, a commodity ETF yielding 16%. While some see it as a …
更优核能股票：NuScale Power 对决 Constellation Energy
Better Nuclear Energy Stock: NuScale Power vs. Constellation Energy
The panel discusses the 'floor vs. ceiling' debate between Constellation Energy (CEG) and NuScale (SMR), with NuScale's SMRs seen as …
卫报关于伊朗战争的观点：能源、市场和一个危险的幻觉 | 社论
The Guardian view on the Iran war: energy, markets and a dangerous illusion | Editorial
The panel consensus is that the current Iran-US/Israel conflict poses significant systemic risks to global energy markets, with potential impacts …