AI叙事降温 “算力金属”还能涨吗
炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 过去两年，在AI浪潮推动下，云厂商、芯片及相关资源品价格一路水涨船高。如今，随着AI叙事逐步进入深水区，市场已经不满足于仅交易远期预期，而希望看到AI带来的实际利润。 这一变化，也让此前涨势凌厉的“算力金属”面临重新审视。全…
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亚马逊财报提振AI信心 美股期指走高 苹果盘前跌近8% | 今夜看点
周五，美股股指期货上涨，亚马逊公布的乐观财报进一步提振了市场情绪，纳斯达克100指数期货涨约0.8%。欧洲股市同样走高。 （来源：英为财情） 亚马逊公布好于预期的第二季度营收后，盘前股价大涨逾10%。其云计算业务表现强劲，为业绩提供了支撑，也进一步增强了投资者对人工智能（AI）支出前景的信心。 相…
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US Treasury yield curve 'twist' reflects view Fed may not hike again
US Treasury yield curve 'twist' reflects view Fed may not hike againBy Gertrude Chavez-DreyfussJuly 31, 20268:31 PM GMT+8Updated 13 hours agoThe Fede…
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Greece fights fires near Athens as France, Spain improve
Greece fights fires near Athens as France, Spain improveBy Lefteris Papadimas, Yves Herman and Emma PinedoJuly 31, 20268:15 PM GMT+8Updated 6 hours a…
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美股盘前：三大股指期货齐涨 芯片股延续涨势 特斯拉回应剥离中国业务为不实消息
周五盘前，美股三大股指期货齐涨，欧洲主要指数普遍上涨。截至发稿，纳斯达克100指数期货涨0.93%，道指期货涨0.47%，标普500指数期货涨0.21%。 大宗商品方面，布伦特原油上涨1.72%，报88.37美元/桶；WTI原油上涨1.95%，报85.22美元/桶。现货黄金下跌1.3%，至每盎司4…
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期权智投播报 | 亚马逊盘前大涨 AWS同比增37% 创五年最快增速
机会前瞻 宏观层面 纳指100ETF-Invesco QQQ Trust盘前上涨1.35%，标普500ETF-SPDR盘前上涨0.55%。微软Azure云业务营收大增43%，全年营收有望突破1000亿美元，拉动AI基础设施板块强势反弹。受利好情绪提振，美光、SK 海力士等存储标的以及CoreWea…
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Wall Street ends higher as Amazon soothes AI jitters
Wall Street ends higher as Amazon soothes AI jittersBy Noel RandewichJuly 31, 20266:22 PM GMT+8Updated 2 hours agoSummaryCompaniesAmazon jumps as AWS…
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AI's trillion-dollar bet
PODCASTAI's trillion-dollar betBy ReutersJuly 31, 20266:11 PM GMT+8Updated 15 hours agoWatch and follow on Spotify. Listen on the Reuters app.Summary…
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Spain’s migrant crisis, Gaza disarmament, Claude hack and World Cup boycott
PODCASTSpain’s migrant crisis, Gaza disarmament, Claude hack and World Cup boycottBy ReutersJuly 31, 20266:06 PM GMT+8Updated 16 hours agoFollow on A…
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Tariff provisions could doom long-awaited Russia sanctions bill
Tariff provisions could doom long-awaited Russia sanctions billBy Andrea Shalal and Patricia ZengerleJuly 31, 20266:03 PM GMT+8Updated 8 hours agoA g…
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