https://www.edgen.tech/zh/news/post/servicenow-drops-20-in-june-as-ai-threat-fears-resurface2026-07-05T09:31:58.094Zdaily1Edgen Stockzh2026-07-05T09:31:58.094+00:00ServiceNow六月暴跌20%，AI威胁恐慌再度来袭https://static.edwealth.ai/news/images/servicenow-drops-20-in-june-as-ai-threat-fears-resurface-20260705.pngServiceNow六月暴跌20%，AI威胁恐慌再度来袭 https://www.edgen.tech/zh/news/post/magnificent-seven-rank-shows-2-stocks-as-top-buys-after-q2-rebound2026-07-05T09:03:27.706Zdaily1Edgen Stockzh2026-07-05T09:03:27.706+00:00「瑰丽七股」Q2反弹后排名出炉：两只个股获评最佳买入标的https://static.edwealth.ai/news/images/magnificent-seven-rank-shows-2-stocks-as-top-buys-after-q2-rebound-20260705.png「瑰丽七股」Q2反弹后排名出炉：两只个股获评最佳买入标的 https://www.edgen.tech/zh/news/post/opec-to-boost-output-by-188000-bpd-in-august-as-hormuz-reopens2026-07-05T08:32:32.169Zdaily1Edgen Stockzh2026-07-05T08:32:32.169+00:00OPEC+批准8月增产18.8万桶/日，霍尔木兹海峡重开推升全球原油供应https://static.edwealth.ai/news/images/opec-to-boost-output-by-188000-bpd-in-august-as-hormuz-reopens-20260705.pngOPEC+批准8月增产18.8万桶/日，霍尔木兹海峡重开推升全球原油供应 https://www.edgen.tech/zh/news/post/hbm-father-says-ai-equals-memory-as-gpu-utilization-hits-102026-07-05T08:05:56.115Zdaily1Edgen Stockzh2026-07-05T08:05:56.115+00:00HBM之父称AI即内存，GPU利用率仅10%https://static.edwealth.ai/news/images/hbm-father-says-ai-equals-memory-as-gpu-utilization-hits-10-20260705.pngHBM之父称AI即内存，GPU利用率仅10% https://www.edgen.tech/zh/news/post/south-korea-to-create-future-fund-for-3-mega-projects-from-chip-tax2026-07-05T08:04:29.404Zdaily1Edgen Stockzh2026-07-05T08:04:29.404+00:00韩国拟利用芯片税收盈余设立未来基金，推进三大超级项目https://static.edwealth.ai/news/images/south-korea-to-create-future-fund-for-3-mega-projects-from-chip-tax-20260705.png韩国拟利用芯片税收盈余设立未来基金，推进三大超级项目 https://www.edgen.tech/zh/news/post/foxconn-q2-revenue-jumps-398-as-ai-server-demand-surges2026-07-05T08:02:25.651Zdaily1Edgen Stockzh2026-07-05T08:02:25.651+00:00鸿海Q2营收飙升39.8%，AI服务器需求激增推动业绩超预期https://static.edwealth.ai/news/images/foxconn-q2-revenue-jumps-398-as-ai-server-demand-surges-20260705.png鸿海Q2营收飙升39.8%，AI服务器需求激增推动业绩超预期 https://www.edgen.tech/zh/news/post/sofis-bank-charter-drives-deposits-to-402-billion-in-four-years2026-07-05T07:03:08.407Zdaily1Edgen Stockzh2026-07-05T07:03:08.407+00:00SoFi银行牌照推动存款四年内飙升至402亿美元https://static.edwealth.ai/news/images/sofis-bank-charter-drives-deposits-to-402-billion-in-four-years-20260705.pngSoFi银行牌照推动存款四年内飙升至402亿美元 https://www.edgen.tech/zh/news/post/dow-hits-record-52305-as-weak-payrolls-fuel-rate-cut-bets2026-07-05T07:03:08.210Zdaily1Edgen Stockzh2026-07-05T07:03:08.210+00:00道指突破52305点创历史新高，非农疲软点燃降息预期https://static.edwealth.ai/news/images/dow-hits-record-52305-as-weak-payrolls-fuel-rate-cut-bets-20260705.png道指突破52305点创历史新高，非农疲软点燃降息预期 https://www.edgen.tech/zh/news/post/japan-turns-to-ac-recycling-as-china-tightens-rare-earth-export-curbs2026-07-05T05:03:13.156Zdaily1Edgen Stockzh2026-07-05T05:03:13.156+00:00日本转向空调回收，应对中国稀土出口管制加严https://static.edwealth.ai/news/images/japan-turns-to-ac-recycling-as-china-tightens-rare-earth-export-curbs-20260705.png日本转向空调回收，应对中国稀土出口管制加严 https://www.edgen.tech/zh/news/post/michael-dell-pledges-250-to-25-million-children-in-trump-account-push2026-07-05T04:32:25.716Zdaily1Edgen Stockzh2026-07-05T04:32:25.716+00:00迈克尔·戴尔承诺向2500万儿童各赠250美元 力推特朗普账户https://static.edwealth.ai/news/images/michael-dell-pledges-250-to-25-million-children-in-trump-account-push-20260705.png迈克尔·戴尔承诺向2500万儿童各赠250美元 力推特朗普账户 https://www.edgen.tech/zh/news/post/russia-and-ukraine-escalate-strikes-as-kyiv-death-toll-reaches-302026-07-05T04:03:05.789Zdaily1Edgen Stockzh2026-07-05T04:03:05.789+00:00俄乌互攻升级，基辅死亡人数升至30人https://static.edwealth.ai/news/images/russia-and-ukraine-escalate-strikes-as-kyiv-death-toll-reaches-30-20260705.png俄乌互攻升级，基辅死亡人数升至30人 https://www.edgen.tech/zh/news/post/netflix-down-21-as-streaming-pioneer-bets-on-ads-and-live-sports2026-07-05T03:05:03.060Zdaily1Edgen Stockzh2026-07-05T03:05:03.060+00:00Netflix年内下跌21%，流媒体先锋押注广告与体育直播https://static.edwealth.ai/news/images/netflix-down-21-as-streaming-pioneer-bets-on-ads-and-live-sports-20260705.pngNetflix年内下跌21%，流媒体先锋押注广告与体育直播 https://www.edgen.tech/zh/news/post/nvidia-trades-cheaper-than-coca-cola-as-forward-pe-hits-22x2026-07-05T02:35:05.287Zdaily1Edgen Stockzh2026-07-05T02:35:05.287+00:00英伟达远期市盈率降至22倍，估值比可口可乐还便宜https://static.edwealth.ai/news/images/nvidia-trades-cheaper-than-coca-cola-as-forward-pe-hits-22x-20260705.png英伟达远期市盈率降至22倍，估值比可口可乐还便宜 https://www.edgen.tech/zh/news/post/putin-threatens-broader-land-grab-after-85-minute-call-with-trump2026-07-05T02:03:37.763Zdaily1Edgen Stockzh2026-07-05T02:03:37.763+00:00普京在与特朗普通话85分钟后威胁夺取更多乌克兰领土https://static.edwealth.ai/news/images/putin-threatens-broader-land-grab-after-85-minute-call-with-trump-20260705.png普京在与特朗普通话85分钟后威胁夺取更多乌克兰领土 https://www.edgen.tech/zh/news/post/goldman-sachs-momentum-basket-crashes-18-as-deleveraging-risks-loom2026-07-05T01:44:22.176Zdaily1Edgen Stockzh2026-07-05T01:44:22.176+00:00高盛动量篮子两日暴跌18%，去杠杆风险 loominghttps://static.edwealth.ai/news/images/goldman-sachs-momentum-basket-crashes-18-as-deleveraging-risks-loom-20260705.png高盛动量篮子两日暴跌18%，去杠杆风险 looming https://www.edgen.tech/zh/news/post/iraq-taps-chevron-led-consortium-for-2-strategic-pipeline-studies2026-07-05T01:33:58.847Zdaily1Edgen Stockzh2026-07-05T01:33:58.847+00:00伊拉克批准雪佛龙牵头财团研究两条战略石油出口管道https://static.edwealth.ai/news/images/iraq-taps-chevron-led-consortium-for-2-strategic-pipeline-studies-20260705.png伊拉克批准雪佛龙牵头财团研究两条战略石油出口管道 https://www.edgen.tech/zh/news/post/memory-costs-surge-6x-as-ai-demand-drives-pc-prices-up-202026-07-05T01:23:34.823Zdaily1Edgen Stockzh2026-07-05T01:23:34.823+00:00内存成本飙升六倍，AI需求推动PC价格上涨20%https://static.edwealth.ai/news/images/memory-costs-surge-6x-as-ai-demand-drives-pc-prices-up-20-20260705.png内存成本飙升六倍，AI需求推动PC价格上涨20% https://www.edgen.tech/zh/news/post/sk-telecom-plans-643b-ai-data-center-network-to-rival-hyperscalers2026-07-05T01:02:58.295Zdaily1Edgen Stockzh2026-07-05T01:02:58.295+00:00SK电讯计划建设6430亿美元AI数据中心网络，挑战全球超大规模云厂商https://static.edwealth.ai/news/images/sk-telecom-plans-643b-ai-data-center-network-to-rival-hyperscalers-20260705.pngSK电讯计划建设6430亿美元AI数据中心网络，挑战全球超大规模云厂商 https://www.edgen.tech/zh/news/post/strategy-authorizes-125b-bitcoin-sale-in-major-strategy-shake-up2026-07-04T23:32:32.011Zdaily1Edgen Stockzh2026-07-04T23:32:32.011+00:00Strategy授权出售12.5亿美元比特币 重大战略转向https://static.edwealth.ai/news/images/strategy-authorizes-125b-bitcoin-sale-in-major-strategy-shake-up-20260704.pngStrategy授权出售12.5亿美元比特币 重大战略转向 https://www.edgen.tech/zh/news/post/micron-surges-698-in-a-year-stock-split-question-looms2026-07-04T23:32:25.870Zdaily1Edgen Stockzh2026-07-04T23:32:25.870+00:00美光科技一年暴涨698%，股票拆分悬念再起https://static.edwealth.ai/news/images/micron-surges-698-in-a-year-stock-split-question-looms-20260704.png美光科技一年暴涨698%，股票拆分悬念再起 https://www.edgen.tech/zh/news/post/roblox-faces-securities-class-action-with-aug-7-lead-plaintiff-deadline2026-07-04T22:00:49.234Zdaily1Edgen Stockzh2026-07-04T22:00:49.234+00:00Roblox 因证券集体诉讼面临 2026年8月7日 首席原告截止日期https://static.edwealth.ai/news/images/roblox-faces-securities-class-action-with-aug-7-lead-plaintiff-deadline-20260704.pngRoblox 因证券集体诉讼面临 2026年8月7日 首席原告截止日期 https://www.edgen.tech/zh/news/post/anthropic-targets-1t-ipo-with-47b-revenue-outpacing-spacex2026-07-04T21:03:51.014Zdaily1Edgen Stockzh2026-07-04T21:03:51.014+00:00Anthropic 目标万亿美元IPO，年营收470亿美元，超越SpaceXhttps://static.edwealth.ai/news/images/anthropic-targets-1t-ipo-with-47b-revenue-outpacing-spacex-20260704.pngAnthropic 目标万亿美元IPO，年营收470亿美元，超越SpaceX https://www.edgen.tech/zh/news/post/iren-drops-10-on-700m-ceo-stock-grant-diluting-5-of-shares2026-07-04T21:03:41.885Zdaily1Edgen Stockzh2026-07-04T21:03:41.885+00:00IREN暴跌10%，董事会批准向联席CEO授予7亿美元限售股，稀释约5%股份https://static.edwealth.ai/news/images/iren-drops-10-on-700m-ceo-stock-grant-diluting-5-of-shares-20260704.pngIREN暴跌10%，董事会批准向联席CEO授予7亿美元限售股，稀释约5%股份 https://www.edgen.tech/zh/news/post/amds-july-ai-event-could-drive-41-upside-as-helios-targets-nvidia2026-07-04T21:02:51.329Zdaily1Edgen Stockzh2026-07-04T21:02:51.329+00:00AMD 7月AI活动有望推动股价上涨41% Helios系统剑指英伟达https://static.edwealth.ai/news/images/amds-july-ai-event-could-drive-41-upside-as-helios-targets-nvidia-20260704.pngAMD 7月AI活动有望推动股价上涨41% Helios系统剑指英伟达 https://www.edgen.tech/zh/news/post/tether-ceo-warns-big-techs-55-trillion-ai-bet-risks-bitcoin-contagion2026-07-04T20:02:57.721Zdaily1Edgen Stockzh2026-07-04T20:02:57.721+00:00Tether CEO警告：大型科技公司5.5万亿美元AI豪赌或引发比特币危机https://static.edwealth.ai/news/images/tether-ceo-warns-big-techs-55-trillion-ai-bet-risks-bitcoin-contagion-20260704.pngTether CEO警告：大型科技公司5.5万亿美元AI豪赌或引发比特币危机 https://www.edgen.tech/zh/news/post/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up2026-07-04T18:32:36.487Zdaily1Edgen Stockzh2026-07-04T18:32:36.487+00:00Rocket Lab以80亿美元收购Iridium 重塑太空产业格局https://static.edwealth.ai/news/images/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up-20260704.pngRocket Lab以80亿美元收购Iridium 重塑太空产业格局 https://www.edgen.tech/zh/news/post/slb-slides-23-as-oil-crash-reshapes-energy-investing2026-07-04T18:02:58.242Zdaily1Edgen Stockzh2026-07-04T18:02:58.242+00:00SLB暴跌23%，油价崩盘重塑能源投资格局https://static.edwealth.ai/news/images/slb-slides-23-as-oil-crash-reshapes-energy-investing-20260704.pngSLB暴跌23%，油价崩盘重塑能源投资格局 https://www.edgen.tech/zh/news/post/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market2026-07-04T18:02:47.290Zdaily1Edgen Stockzh2026-07-04T18:02:47.290+00:00纽蒙特股价6月暴跌14.9%，黄金进入熊市https://static.edwealth.ai/news/images/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market-20260704.png纽蒙特股价6月暴跌14.9%，黄金进入熊市 https://www.edgen.tech/zh/news/post/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates2026-07-04T17:32:38.965Zdaily1Edgen Stockzh2026-07-04T17:32:38.965+00:00应用材料飙升370%：AI芯片设备需求加速爆发https://static.edwealth.ai/news/images/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates-20260704.png应用材料飙升370%：AI芯片设备需求加速爆发 https://www.edgen.tech/zh/news/post/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test2026-07-04T17:03:24.331Zdaily1Edgen Stockzh2026-07-04T17:03:24.331+00:00Arm Holdings从高点回调35%，AI CPU叙事面临考验https://static.edwealth.ai/news/images/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test-20260704.pngArm Holdings从高点回调35%，AI CPU叙事面临考验 https://www.edgen.tech/zh/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.291Zdaily1Edgen Stockzh2026-07-04T16:33:44.291+00:00SpaceX市值达2.95万亿美元 估值泡沫担忧升温https://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.pngSpaceX市值达2.95万亿美元 估值泡沫担忧升温 https://www.edgen.tech/zh/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:01.210Zdaily1Edgen Stockzh2026-07-04T16:33:01.210+00:00Nebius 六月暴涨20%，AI云容量达4 GWhttps://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.pngNebius 六月暴涨20%，AI云容量达4 GW https://www.edgen.tech/zh/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.506Zdaily1Edgen Stockzh2026-07-04T16:27:55.506+00:00Sandisk飙升857%：AI存储芯片短缺延至2028年https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.pngSandisk飙升857%：AI存储芯片短缺延至2028年 https://www.edgen.tech/zh/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:34.914Zdaily1Edgen Stockzh2026-07-04T15:03:34.914+00:00伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高https://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.png伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高 https://www.edgen.tech/zh/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.238Zdaily1Edgen Stockzh2026-07-04T14:06:52.238+00:00SpaceX内部人士自8月6日起可出售44%股份https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.pngSpaceX内部人士自8月6日起可出售44%股份 https://www.edgen.tech/zh/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.193Zdaily1Edgen Stockzh2026-07-04T14:04:16.193+00:00野村证券反驳关于存储芯片股的两大看空叙事https://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.png野村证券反驳关于存储芯片股的两大看空叙事 https://www.edgen.tech/zh/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.568Zdaily1Edgen Stockzh2026-07-04T14:02:18.568+00:00奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿https://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.png奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿 https://www.edgen.tech/zh/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.265Zdaily1Edgen Stockzh2026-07-04T13:35:15.265+00:00美光锁定千亿美元营收，AI内存需求激增https://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.png美光锁定千亿美元营收，AI内存需求激增 https://www.edgen.tech/zh/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.701Zdaily1Edgen Stockzh2026-07-04T13:05:21.701+00:00中东停火协议提振旅游需求，两只旅游股上涨https://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png中东停火协议提振旅游需求，两只旅游股上涨 https://www.edgen.tech/zh/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:29.172Zdaily1Edgen Stockzh2026-07-04T13:03:29.172+00:00标普500前十大权重股占比达40%，加剧集中度风险https://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.png标普500前十大权重股占比达40%，加剧集中度风险 https://www.edgen.tech/zh/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.233Zdaily1Edgen Stockzh2026-07-04T13:03:14.233+00:00金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后https://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.png金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后 https://www.edgen.tech/zh/news/post/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push2026-07-04T12:34:35.172Zdaily1Edgen Stockzh2026-07-04T12:34:35.172+00:00博通与OpenAI联合发布Jalapeño芯片，AI定制芯片季度收入达160亿美元https://static.edwealth.ai/news/images/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push-20260704.png博通与OpenAI联合发布Jalapeño芯片，AI定制芯片季度收入达160亿美元 https://www.edgen.tech/zh/news/post/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally2026-07-04T11:03:14.232Zdaily1Edgen Stockzh2026-07-04T11:03:14.232+00:00道指目标55000点，标普500剑指8000点——关税风险考验牛市行情https://static.edwealth.ai/news/images/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally-20260704.png道指目标55000点，标普500剑指8000点——关税风险考验牛市行情 https://www.edgen.tech/zh/news/post/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal2026-07-04T10:02:34.376Zdaily1Edgen Stockzh2026-07-04T10:02:34.376+00:00大陆集团以40亿欧元将ContiTech出售给孤星基金，完成业务分拆交易https://static.edwealth.ai/news/images/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal-20260704.png大陆集团以40亿欧元将ContiTech出售给孤星基金，完成业务分拆交易 https://www.edgen.tech/zh/news/post/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens2026-07-04T09:43:26.525Zdaily1Edgen Stockzh2026-07-04T09:43:26.525+00:00GPU服务器成本周涨40%，英伟达供应链持续收紧https://static.edwealth.ai/news/images/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens-20260704.pngGPU服务器成本周涨40%，英伟达供应链持续收紧 https://www.edgen.tech/zh/news/post/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance2026-07-04T09:43:15.665Zdaily1Edgen Stockzh2026-07-04T09:43:15.665+00:00安联首席经济学家警告：3600亿美元AI资本支出周期显现非理性繁荣https://static.edwealth.ai/news/images/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance-20260704.png安联首席经济学家警告：3600亿美元AI资本支出周期显现非理性繁荣 https://www.edgen.tech/zh/news/post/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd2026-07-04T08:47:43.767Zdaily1Edgen Stockzh2026-07-04T08:47:43.767+00:00英法联手阿曼确保霍尔木兹海峡安全，石油日流量突破1000万桶https://static.edwealth.ai/news/images/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd-20260704.png英法联手阿曼确保霍尔木兹海峡安全，石油日流量突破1000万桶 https://www.edgen.tech/zh/news/post/warsh-joins-3-central-bankers-in-rejecting-forward-guidance2026-07-04T08:43:31.570Zdaily1Edgen Stockzh2026-07-04T08:43:31.570+00:00沃什与三位央行行长共同摒弃前瞻性指引https://static.edwealth.ai/news/images/warsh-joins-3-central-bankers-in-rejecting-forward-guidance-20260704.png沃什与三位央行行长共同摒弃前瞻性指引 https://www.edgen.tech/zh/news/post/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead2026-07-04T07:32:54.729Zdaily1Edgen Stockzh2026-07-04T07:32:54.729+00:00伯克希尔3970亿美元现金储备：阿贝尔时代预示更多交易将至https://static.edwealth.ai/news/images/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead-20260704.png伯克希尔3970亿美元现金储备：阿贝尔时代预示更多交易将至 https://www.edgen.tech/zh/news/post/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels2026-07-04T06:47:42.568Zdaily1Edgen Stockzh2026-07-04T06:47:42.568+00:00伊朗警告英法勿干涉霍尔木兹海峡，原油日流量回升逼近千万桶https://static.edwealth.ai/news/images/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels-20260704.png伊朗警告英法勿干涉霍尔木兹海峡，原油日流量回升逼近千万桶 https://www.edgen.tech/zh/news/post/sk-hynix-weighs-05-fee-payout-on-294b-us-listing2026-07-04T05:33:37.678Zdaily1Edgen Stockzh2026-07-04T05:33:37.678+00:00SK海力士拟对294亿美元美国上市支付0.5%承销费https://static.edwealth.ai/news/images/sk-hynix-weighs-05-fee-payout-on-294b-us-listing-20260704.pngSK海力士拟对294亿美元美国上市支付0.5%承销费 https://www.edgen.tech/zh/news/post/china-ai-rule-forces-bytedance-alibaba-to-drop-14000-agents2026-07-04T04:03:33.963Zdaily1Edgen Stockzh2026-07-04T04:03:33.963+00:00中国AI新规迫使字节跳动、阿里巴巴下架超1.4万个智能体https://static.edwealth.ai/news/images/china-ai-rule-forces-bytedance-alibaba-to-drop-14000-agents-20260704.png中国AI新规迫使字节跳动、阿里巴巴下架超1.4万个智能体 https://www.edgen.tech/zh/news/post/japan-wage-growth-tops-5-for-third-year-backing-boj-rate-path2026-07-04T03:43:22.167Zdaily1Edgen Stockzh2026-07-04T03:43:22.167+00:00日本薪资涨幅连续第三年超5%，支持央行加息路径https://static.edwealth.ai/news/images/japan-wage-growth-tops-5-for-third-year-backing-boj-rate-path-20260704.png日本薪资涨幅连续第三年超5%，支持央行加息路径 https://www.edgen.tech/zh/news/post/wclds-equal-weight-rebalancing-turns-10000-into-5744-in-5-years2026-07-04T02:34:14.596Zdaily1Edgen Stockzh2026-07-04T02:34:14.596+00:00WCLD等权再平衡机制：五年间1万美元缩水至5744美元https://static.edwealth.ai/news/images/wclds-equal-weight-rebalancing-turns-10000-into-5744-in-5-years-20260704.pngWCLD等权再平衡机制：五年间1万美元缩水至5744美元 https://www.edgen.tech/zh/news/post/johnson-johnson-skips-100b-obesity-market-betting-on-oncology-instead2026-07-04T02:33:03.524Zdaily1Edgen Stockzh2026-07-04T02:33:03.524+00:00强生放弃千亿美元减肥药市场，押注肿瘤学赛道https://static.edwealth.ai/news/images/johnson-johnson-skips-100b-obesity-market-betting-on-oncology-instead-20260704.png强生放弃千亿美元减肥药市场，押注肿瘤学赛道 https://www.edgen.tech/zh/news/post/lemonade-stock-surges-24-after-reinsurance-deal-cuts-costs2026-07-04T00:31:47.992Zdaily1Edgen Stockzh2026-07-04T00:31:47.992+00:00Lemonade股价飙升24%，再保险协议降低成本https://static.edwealth.ai/news/images/lemonade-stock-surges-24-after-reinsurance-deal-cuts-costs-20260704.pngLemonade股价飙升24%，再保险协议降低成本 https://www.edgen.tech/zh/news/post/iran-warns-of-response-to-mou-violations-as-oil-steadies-near-702026-07-03T23:02:30.690Zdaily1Edgen Stockzh2026-07-03T23:02:30.690+00:00伊朗警告称任何违反谅解备忘录的行为都将遭军事回应，油价持稳于70美元附近https://static.edwealth.ai/news/images/iran-warns-of-response-to-mou-violations-as-oil-steadies-near-70-20260703.png伊朗警告称任何违反谅解备忘录的行为都将遭军事回应，油价持稳于70美元附近 https://www.edgen.tech/zh/news/post/sqm-codelco-venture-targets-70-lithium-output-surge-to-470000-tons2026-07-03T21:42:22.440Zdaily1Edgen Stockzh2026-07-03T21:42:22.440+00:00SQM与Codelco合资企业目标：锂产量激增70%至47万吨https://static.edwealth.ai/news/images/sqm-codelco-venture-targets-70-lithium-output-surge-to-470000-tons-20260703.pngSQM与Codelco合资企业目标：锂产量激增70%至47万吨 https://www.edgen.tech/zh/news/post/trump-accounts-launch-july-4-with-1000-seed-for-14-million-newborns2026-07-03T21:32:50.206Zdaily1Edgen Stockzh2026-07-03T21:32:50.206+00:00特朗普账户7月4日启动，1400万新生儿每人将获1000美元政府种子资金https://static.edwealth.ai/news/images/trump-accounts-launch-july-4-with-1000-seed-for-14-million-newborns-20260703.png特朗普账户7月4日启动，1400万新生儿每人将获1000美元政府种子资金 https://www.edgen.tech/zh/news/post/putin-declares-full-control-of-luhansk-as-russia-presses-4-region-campaign2026-07-03T21:03:34.026Zdaily1Edgen Stockzh2026-07-03T21:03:34.026+00:00普京宣布完全控制卢甘斯克，俄罗斯推进四州战役https://static.edwealth.ai/news/images/putin-declares-full-control-of-luhansk-as-russia-presses-4-region-campaign-20260703.png普京宣布完全控制卢甘斯克，俄罗斯推进四州战役 https://www.edgen.tech/zh/news/post/russia-claims-full-control-of-luhansk-2nd-city-in-donetsk-push2026-07-03T20:48:22.996Zdaily1Edgen Stockzh2026-07-03T20:48:22.996+00:00俄罗斯宣称完全控制卢甘斯克，并向顿涅茨克第二大城市推进https://static.edwealth.ai/news/images/russia-claims-full-control-of-luhansk-2nd-city-in-donetsk-push-20260703.png俄罗斯宣称完全控制卢甘斯克，并向顿涅茨克第二大城市推进 https://www.edgen.tech/zh/news/post/gold-rallies-2-as-fed-policy-shift-fuels-xauusd-rebound2026-07-03T19:40:41.964Zdaily1Edgen Stockzh2026-07-03T19:40:41.964+00:00美联储政策转向助推黄金反弹，金价涨2%突破关键均线https://static.edwealth.ai/news/images/gold-rallies-2-as-fed-policy-shift-fuels-xauusd-rebound-20260703.png美联储政策转向助推黄金反弹，金价涨2%突破关键均线 https://www.edgen.tech/zh/news/post/roches-divarasib-tops-kras-rivals-in-phase-iii-lung-cancer-study2026-07-03T19:39:20.457Zdaily1Edgen Stockzh2026-07-03T19:39:20.457+00:00罗氏divarasib在III期肺癌研究中击败KRAS竞争对手https://static.edwealth.ai/news/images/roches-divarasib-tops-kras-rivals-in-phase-iii-lung-cancer-study-20260703.png罗氏divarasib在III期肺癌研究中击败KRAS竞争对手 https://www.edgen.tech/zh/news/post/west-pharma-surges-33-in-2026-as-glp-1-demand-fuels-growth2026-07-03T19:37:01.894Zdaily1Edgen Stockzh2026-07-03T19:37:01.894+00:00West Pharma年内飙升33%，GLP-1需求驱动增长https://static.edwealth.ai/news/images/west-pharma-surges-33-in-2026-as-glp-1-demand-fuels-growth-20260703.pngWest Pharma年内飙升33%，GLP-1需求驱动增长 https://www.edgen.tech/zh/news/post/doj-and-ftc-urge-50-state-ags-to-probe-illegal-gas-price-activity2026-07-03T19:36:30.758Zdaily1Edgen Stockzh2026-07-03T19:36:30.758+00:00美国司法部与联邦贸易委员会敦促50州检察长调查非法汽油定价行为https://static.edwealth.ai/news/images/doj-and-ftc-urge-50-state-ags-to-probe-illegal-gas-price-activity-20260703.png美国司法部与联邦贸易委员会敦促50州检察长调查非法汽油定价行为 https://www.edgen.tech/zh/news/post/edreams-odigeo-taps-visa-for-ai-agent-payments-across-4-travel-brands2026-07-03T19:35:50.205Zdaily1Edgen Stockzh2026-07-03T19:35:50.205+00:00eDreams ODIGEO借助Visa实现AI代理在四大旅游品牌的支付功能https://static.edwealth.ai/news/images/edreams-odigeo-taps-visa-for-ai-agent-payments-across-4-travel-brands-20260703.pngeDreams ODIGEO借助Visa实现AI代理在四大旅游品牌的支付功能 https://www.edgen.tech/zh/news/post/embecta-faces-class-action-after-shares-plunge-57-on-earnings-miss2026-07-03T19:32:38.594Zdaily1Edgen Stockzh2026-07-03T19:32:38.594+00:00Embecta遭集体诉讼：股价因业绩不及预期暴跌57%https://static.edwealth.ai/news/images/embecta-faces-class-action-after-shares-plunge-57-on-earnings-miss-20260703.pngEmbecta遭集体诉讼：股价因业绩不及预期暴跌57% https://www.edgen.tech/zh/news/post/pjm-orders-emergency-steps-as-heat-wave-pushes-demand-to-166-gw2026-07-03T19:31:50.956Zdaily1Edgen Stockzh2026-07-03T19:31:50.956+00:00热浪推高用电需求至166吉瓦，PJM下令采取紧急措施https://static.edwealth.ai/news/images/pjm-orders-emergency-steps-as-heat-wave-pushes-demand-to-166-gw-20260703.png热浪推高用电需求至166吉瓦，PJM下令采取紧急措施 https://www.edgen.tech/zh/news/post/iran-begins-khamenei-funeral-rites-as-15-million-mourners-expected2026-07-03T19:28:20.873Zdaily1Edgen Stockzh2026-07-03T19:28:20.873+00:00伊朗为哈梅内伊举行葬礼，预计1500万人送行https://static.edwealth.ai/news/images/iran-begins-khamenei-funeral-rites-as-15-million-mourners-expected-20260703.png伊朗为哈梅内伊举行葬礼，预计1500万人送行 https://www.edgen.tech/zh/news/post/euro-jumps-to-11455-as-weak-us-jobs-data-batters-dollar2026-07-03T19:09:24.843Zdaily1Edgen Stockzh2026-07-03T19:09:24.843+00:00欧元跳涨至1.1455，美国就业数据疲弱重挫美元https://static.edwealth.ai/news/images/euro-jumps-to-11455-as-weak-us-jobs-data-batters-dollar-20260703.png欧元跳涨至1.1455，美国就业数据疲弱重挫美元 https://www.edgen.tech/zh/news/post/nvidia-dominates-ai-platform-as-ai-capex-hits-3-trillion-by-20302026-07-03T18:40:54.252Zdaily1Edgen Stockzh2026-07-03T18:40:54.252+00:00英伟达主导AI平台，AI资本支出2030年料达3万亿美元https://static.edwealth.ai/news/images/nvidia-dominates-ai-platform-as-ai-capex-hits-3-trillion-by-2030-20260703.png英伟达主导AI平台，AI资本支出2030年料达3万亿美元 https://www.edgen.tech/zh/news/post/camtek-secures-260m-in-hbm-orders-as-ai-packaging-inspection-becomes-critical2026-07-03T18:39:58.059Zdaily1Edgen Stockzh2026-07-03T18:39:58.059+00:00Camtek获2.6亿美元HBM订单，AI封装检测成关键战场https://static.edwealth.ai/news/images/camtek-secures-260m-in-hbm-orders-as-ai-packaging-inspection-becomes-critical-20260703.pngCamtek获2.6亿美元HBM订单，AI封装检测成关键战场 https://www.edgen.tech/zh/news/post/tsmc-copos-debut-in-2029-to-skip-glass-substrate-sources-say2026-07-03T18:25:02.526Zdaily1Edgen Stockzh2026-07-03T18:25:02.526+00:00台积电CoPoS 2029年首秀确认跳过玻璃基板，供应链消息人士透露https://static.edwealth.ai/news/images/tsmc-copos-debut-in-2029-to-skip-glass-substrate-sources-say-20260703.png台积电CoPoS 2029年首秀确认跳过玻璃基板，供应链消息人士透露 https://www.edgen.tech/zh/news/post/applied-digital-spends-billions-on-ai-data-centers-most-capacity-pre-revenue2026-07-03T18:03:08.873Zdaily1Edgen Stockzh2026-07-03T18:03:08.873+00:00应用数字公司斥资数十亿美元建设AI数据中心，多数产能尚未创收https://static.edwealth.ai/news/images/applied-digital-spends-billions-on-ai-data-centers-most-capacity-pre-revenue-20260703.png应用数字公司斥资数十亿美元建设AI数据中心，多数产能尚未创收 https://www.edgen.tech/zh/news/post/lenovo-group-surges-137-ytd-as-ai-server-pipeline-tops-21-billion2026-07-03T18:02:24.651Zdaily1Edgen Stockzh2026-07-03T18:02:24.651+00:00联想集团年内飙升137%，AI服务器管道突破210亿美元https://static.edwealth.ai/news/images/lenovo-group-surges-137-ytd-as-ai-server-pipeline-tops-21-billion-20260703.png联想集团年内飙升137%，AI服务器管道突破210亿美元 https://www.edgen.tech/zh/news/post/dell-isg-revenue-surges-181-as-ai-server-backlog-hits-513b2026-07-03T18:02:17.514Zdaily1Edgen Stockzh2026-07-03T18:02:17.514+00:00戴尔ISG营收暴增181%，AI服务器积压订单达513亿美元https://static.edwealth.ai/news/images/dell-isg-revenue-surges-181-as-ai-server-backlog-hits-513b-20260703.png戴尔ISG营收暴增181%，AI服务器积压订单达513亿美元 https://www.edgen.tech/zh/news/post/neugebauer-suspends-proxy-campaign-with-70-of-votes-recorded2026-07-03T17:32:54.349Zdaily1Edgen Stockzh2026-07-03T17:32:54.349+00:00纽格鲍尔暂停代理权争夺战，已获70%投票支持https://static.edwealth.ai/news/images/neugebauer-suspends-proxy-campaign-with-70-of-votes-recorded-20260703.png纽格鲍尔暂停代理权争夺战，已获70%投票支持 https://www.edgen.tech/zh/news/post/lagarde-says-early-ecb-exit-possible-ahead-of-2027-french-election2026-07-03T16:44:13.447Zdaily1Edgen Stockzh2026-07-03T16:44:13.447+00:00拉加德暗示可能提前退出欧洲央行，瞄准2027年法国大选https://static.edwealth.ai/news/images/lagarde-says-early-ecb-exit-possible-ahead-of-2027-french-election-20260703.png拉加德暗示可能提前退出欧洲央行，瞄准2027年法国大选 https://www.edgen.tech/zh/news/post/ai-rotation-shifts-from-semiconductors-to-memory-as-1t-flows-reshape-market2026-07-03T16:36:47.997Zdaily1Edgen Stockzh2026-07-03T16:36:47.997+00:00AI轮动从半导体转向存储芯片，万亿美元资金潮重塑市场格局https://static.edwealth.ai/news/images/ai-rotation-shifts-from-semiconductors-to-memory-as-1t-flows-reshape-market-20260703.pngAI轮动从半导体转向存储芯片，万亿美元资金潮重塑市场格局 https://www.edgen.tech/zh/news/post/trump-cites-indias-8-growth-in-fresh-attack-on-hostile-fed2026-07-03T16:33:45.971Zdaily1Edgen Stockzh2026-07-03T16:33:45.971+00:00特朗普引印度8%增速再批"充满敌意"的美联储https://static.edwealth.ai/news/images/trump-cites-indias-8-growth-in-fresh-attack-on-hostile-fed-20260703.png特朗普引印度8%增速再批"充满敌意"的美联储 https://www.edgen.tech/zh/news/post/tesla-caps-ai-spending-at-200-a-week-as-costs-spiral2026-07-03T16:06:24.360Zdaily1Edgen Stockzh2026-07-03T16:06:24.360+00:00特斯拉因成本失控，将员工AI支出上限设为每周200美元https://static.edwealth.ai/news/images/tesla-caps-ai-spending-at-200-a-week-as-costs-spiral-20260703.png特斯拉因成本失控，将员工AI支出上限设为每周200美元 https://www.edgen.tech/zh/news/post/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand2026-07-03T16:03:05.420Zdaily1Edgen Stockzh2026-07-03T16:03:05.420+00:00网络安全支出突破三千亿美元，三只ETF捕捉AI时代需求https://static.edwealth.ai/news/images/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand-20260703.png网络安全支出突破三千亿美元，三只ETF捕捉AI时代需求 https://www.edgen.tech/zh/news/post/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-12026-07-03T16:03:04.783Zdaily1Edgen Stockzh2026-07-03T16:03:04.783+00:00瑞银：AI基础设施股回报率碾压超大规模云厂商，比例达6:1https://static.edwealth.ai/news/images/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-1-20260703.png瑞银：AI基础设施股回报率碾压超大规模云厂商，比例达6:1 https://www.edgen.tech/zh/news/post/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-20302026-07-03T15:37:06.668Zdaily1Edgen Stockzh2026-07-03T15:37:06.668+00:00艺康完成47.5亿美元CoolIT收购，目标2030年高科技业务销售额达40亿美元https://static.edwealth.ai/news/images/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-2030-20260703.png艺康完成47.5亿美元CoolIT收购，目标2030年高科技业务销售额达40亿美元 https://www.edgen.tech/zh/news/post/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally2026-07-03T15:35:00.040Zdaily1Edgen Stockzh2026-07-03T15:35:00.040+00:00iShares韩国与台湾ETF在芯片涨势中飙升逾100%https://static.edwealth.ai/news/images/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally-20260703.pngiShares韩国与台湾ETF在芯片涨势中飙升逾100% https://www.edgen.tech/zh/news/post/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence2026-07-03T15:34:21.099Zdaily1Edgen Stockzh2026-07-03T15:34:21.099+00:00Rivian内部人士减持难掩大众10亿美元信心投票https://static.edwealth.ai/news/images/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence-20260703.pngRivian内部人士减持难掩大众10亿美元信心投票 https://www.edgen.tech/zh/news/post/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract2026-07-03T15:32:41.267Zdaily1Edgen Stockzh2026-07-03T15:32:41.267+00:00BAE系统牵头合资企业赢得61.4亿美元隐形战斗机合同https://static.edwealth.ai/news/images/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract-20260703.pngBAE系统牵头合资企业赢得61.4亿美元隐形战斗机合同 https://www.edgen.tech/zh/news/post/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears2026-07-03T15:03:59.463Zdaily1Edgen Stockzh2026-07-03T15:03:59.463+00:00苹果AI升级意愿降至24%，可折叠iPhone即将登场https://static.edwealth.ai/news/images/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears-20260703.png苹果AI升级意愿降至24%，可折叠iPhone即将登场 https://www.edgen.tech/zh/news/post/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields2026-07-03T15:03:43.259Zdaily1Edgen Stockzh2026-07-03T15:03:43.259+00:00宏观研究委员会警告：美国股市面临AI失望情绪和收益率上升两大风险https://static.edwealth.ai/news/images/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields-20260703.png宏观研究委员会警告：美国股市面临AI失望情绪和收益率上升两大风险 https://www.edgen.tech/zh/news/post/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores2026-07-03T14:36:03.787Zdaily1Edgen Stockzh2026-07-03T14:36:03.787+00:00沃尔玛携手谷歌Gemini，AI购物代理覆盖4600家门店https://static.edwealth.ai/news/images/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores-20260703.png沃尔玛携手谷歌Gemini，AI购物代理覆盖4600家门店 https://www.edgen.tech/zh/news/post/vivendi-faces-fresh-eu-antitrust-charges-over-lagardere-deal2026-07-03T14:32:31.059Zdaily1Edgen Stockzh2026-07-03T14:32:31.059+00:00维旺迪因拉加代尔收购案再遭欧盟反垄断指控https://static.edwealth.ai/news/images/vivendi-faces-fresh-eu-antitrust-charges-over-lagardere-deal-20260703.png维旺迪因拉加代尔收购案再遭欧盟反垄断指控 https://www.edgen.tech/zh/news/post/nike-gets-buy-rating-with-25-upside-after-brutal-40-selloff2026-07-03T14:32:26.548Zdaily1Edgen Stockzh2026-07-03T14:32:26.548+00:00耐克获买入评级：经历40%暴跌后有望反弹25%https://static.edwealth.ai/news/images/nike-gets-buy-rating-with-25-upside-after-brutal-40-selloff-20260703.png耐克获买入评级：经历40%暴跌后有望反弹25% https://www.edgen.tech/zh/news/post/spacex-starlink-targets-740-billion-mobile-market-with-satellite-phones2026-07-03T14:07:44.708Zdaily1Edgen Stockzh2026-07-03T14:07:44.708+00:00SpaceX星链瞄准七千四百亿美元手机市场，推出卫星直连手机服务https://static.edwealth.ai/news/images/spacex-starlink-targets-740-billion-mobile-market-with-satellite-phones-20260703.pngSpaceX星链瞄准七千四百亿美元手机市场，推出卫星直连手机服务 https://www.edgen.tech/zh/news/post/via-transportation-faces-securities-fraud-suit-over-46-ipo-disclosures2026-07-03T14:02:19.105Zdaily1Edgen Stockzh2026-07-03T14:02:19.105+00:00Via Transportation因46美元IPO披露问题面临证券欺诈诉讼https://static.edwealth.ai/news/images/via-transportation-faces-securities-fraud-suit-over-46-ipo-disclosures-20260703.pngVia Transportation因46美元IPO披露问题面临证券欺诈诉讼 https://www.edgen.tech/zh/news/post/trump-expects-musk-to-donate-spacex-stock-to-6-million-accounts2026-07-03T13:32:42.972Zdaily1Edgen Stockzh2026-07-03T13:32:42.972+00:00特朗普预计马斯克将向特朗普账户捐赠SpaceX股票https://static.edwealth.ai/news/images/trump-expects-musk-to-donate-spacex-stock-to-6-million-accounts-20260703.png特朗普预计马斯克将向特朗普账户捐赠SpaceX股票 https://www.edgen.tech/zh/news/post/trumps-99-israel-approval-claim-risks-alienating-us-jewish-voters2026-07-03T13:17:38.791Zdaily1Edgen Stockzh2026-07-03T13:17:38.791+00:00特朗普声称在以色列支持率99%，恐疏远美国犹太选民https://static.edwealth.ai/news/images/trumps-99-israel-approval-claim-risks-alienating-us-jewish-voters-20260703.png特朗普声称在以色列支持率99%，恐疏远美国犹太选民 https://www.edgen.tech/zh/news/post/luxury-used-car-prices-collapse-70-as-chinas-ev-shift-rewrites-auto-economics2026-07-03T13:03:49.791Zdaily1Edgen Stockzh2026-07-03T13:03:49.791+00:00中国豪车二手车价格暴跌70%：电动车浪潮改写汽车经济格局https://static.edwealth.ai/news/images/luxury-used-car-prices-collapse-70-as-chinas-ev-shift-rewrites-auto-economics-20260703.png中国豪车二手车价格暴跌70%：电动车浪潮改写汽车经济格局 https://www.edgen.tech/zh/news/post/fed-minutes-to-show-rate-path-as-oils-44-rout-cools-inflation2026-07-03T13:02:59.780Zdaily1Edgen Stockzh2026-07-03T13:02:59.780+00:00美联储会议纪要揭示利率路径：油价暴跌44%冷却通胀https://static.edwealth.ai/news/images/fed-minutes-to-show-rate-path-as-oils-44-rout-cools-inflation-20260703.png美联储会议纪要揭示利率路径：油价暴跌44%冷却通胀 https://www.edgen.tech/zh/news/post/ipsen-plans-more-deals-after-700m-memo-acquisition-to-fill-portfolio-gaps2026-07-03T13:02:46.842Zdaily1Edgen Stockzh2026-07-03T13:02:46.842+00:00Ipsen计划更多收购，继7亿欧元收购Memo后填补产品组合缺口https://static.edwealth.ai/news/images/ipsen-plans-more-deals-after-700m-memo-acquisition-to-fill-portfolio-gaps-20260703.pngIpsen计划更多收购，继7亿欧元收购Memo后填补产品组合缺口 https://www.edgen.tech/zh/news/post/vgt-slides-5-in-a-week-as-hyperscaler-capex-becomes-h2-2026-focus2026-07-03T12:36:55.084Zdaily1Edgen Stockzh2026-07-03T12:36:55.084+00:00VGT一周下跌5%，超大规模企业资本支出成为2026年下半年焦点https://static.edwealth.ai/news/images/vgt-slides-5-in-a-week-as-hyperscaler-capex-becomes-h2-2026-focus-20260703.pngVGT一周下跌5%，超大规模企业资本支出成为2026年下半年焦点 https://www.edgen.tech/zh/news/post/freedom-250-draws-3-defense-giants-with-trump-access-in-fundraising-pitch2026-07-03T12:33:49.009Zdaily1Edgen Stockzh2026-07-03T12:33:49.009+00:00自由250吸引三大国防巨头 筹款方案以特朗普接见为筹码https://static.edwealth.ai/news/images/freedom-250-draws-3-defense-giants-with-trump-access-in-fundraising-pitch-20260703.png自由250吸引三大国防巨头 筹款方案以特朗普接见为筹码 https://www.edgen.tech/zh/news/post/bofa-sell-signal-flashes-at-95-as-172b-flees-us-stocks2026-07-03T12:23:27.844Zdaily1Edgen Stockzh2026-07-03T12:23:27.844+00:00美银卖出信号升至9.5：美国股票基金单周净流出1720亿美元https://static.edwealth.ai/news/images/bofa-sell-signal-flashes-at-95-as-172b-flees-us-stocks-20260703.png美银卖出信号升至9.5：美国股票基金单周净流出1720亿美元 https://www.edgen.tech/zh/news/post/eurozone-composite-pmi-hits-500-as-services-cost-pressures-cool2026-07-03T12:23:20.569Zdaily1Edgen Stockzh2026-07-03T12:23:20.569+00:00欧元区综合PMI升至50.0，服务业成本压力降温https://static.edwealth.ai/news/images/eurozone-composite-pmi-hits-500-as-services-cost-pressures-cool-20260703.png欧元区综合PMI升至50.0，服务业成本压力降温 https://www.edgen.tech/zh/news/post/tencent-cloud-to-launch-deepseek-v4-in-july-with-peak-valley-pricing2026-07-03T11:48:28.193Zdaily1Edgen Stockzh2026-07-03T11:48:28.193+00:00腾讯云将于7月上线DeepSeek-V4，采用峰谷定价机制https://static.edwealth.ai/news/images/tencent-cloud-to-launch-deepseek-v4-in-july-with-peak-valley-pricing-20260703.png腾讯云将于7月上线DeepSeek-V4，采用峰谷定价机制 https://www.edgen.tech/zh/news/post/csrc-proposes-shelf-offering-raises-fast-financing-cap-to-1-billion-yuan2026-07-03T11:43:10.542Zdaily1Edgen Stockzh2026-07-03T11:43:10.542+00:00证监会拟推"储架发行"机制，小额快速融资上限提至10亿元https://static.edwealth.ai/news/images/csrc-proposes-shelf-offering-raises-fast-financing-cap-to-1-billion-yuan-20260703.png证监会拟推"储架发行"机制，小额快速融资上限提至10亿元 https://www.edgen.tech/zh/news/post/us-oil-profits-surge-to-multiyear-highs-as-trump-demands-lower-prices2026-07-03T11:36:12.582Zdaily1Edgen Stockzh2026-07-03T11:36:12.582+00:00美国石油利润飙升至多年高位，特朗普施压要求降价https://static.edwealth.ai/news/images/us-oil-profits-surge-to-multiyear-highs-as-trump-demands-lower-prices-20260703.png美国石油利润飙升至多年高位，特朗普施压要求降价 https://www.edgen.tech/zh/news/post/alphabet-and-ferrari-delivered-10x-returns-but-split-in-20262026-07-03T11:35:56.894Zdaily1Edgen Stockzh2026-07-03T11:35:56.894+00:00Alphabet与法拉利均实现十倍回报，但2026年走势分化https://static.edwealth.ai/news/images/alphabet-and-ferrari-delivered-10x-returns-but-split-in-2026-20260703.pngAlphabet与法拉利均实现十倍回报，但2026年走势分化 https://www.edgen.tech/zh/news/post/chinese-teapots-snap-up-discounted-mideast-crude-as-supply-surges2026-07-03T11:32:46.566Zdaily1Edgen Stockzh2026-07-03T11:32:46.566+00:00中国"茶壶"炼厂趁供应激增抢购折扣中东原油https://static.edwealth.ai/news/images/chinese-teapots-snap-up-discounted-mideast-crude-as-supply-surges-20260703.png中国"茶壶"炼厂趁供应激增抢购折扣中东原油 https://www.edgen.tech/zh/news/post/goldman-sachs-captures-biggest-emea-ma-share-in-nearly-a-decade2026-07-03T11:31:53.480Zdaily1Edgen Stockzh2026-07-03T11:31:53.480+00:00高盛近十年来首次占据EMEA并购咨询最大市场份额https://static.edwealth.ai/news/images/goldman-sachs-captures-biggest-emea-ma-share-in-nearly-a-decade-20260703.png高盛近十年来首次占据EMEA并购咨询最大市场份额 https://www.edgen.tech/zh/news/post/sp-500-faces-q2-earnings-test-with-25-ai-driven-profit-growth2026-07-03T11:02:44.676Zdaily1Edgen Stockzh2026-07-03T11:02:44.676+00:00标普500指数面临Q2财报考验，AI驱动利润增长预期达25%https://static.edwealth.ai/news/images/sp-500-faces-q2-earnings-test-with-25-ai-driven-profit-growth-20260703.png标普500指数面临Q2财报考验，AI驱动利润增长预期达25% https://www.edgen.tech/zh/news/post/global-tech-stocks-rally-as-us-jobs-data-cools-rate-fears2026-07-03T10:51:40.446Zdaily1Edgen Stockzh2026-07-03T10:51:40.446+00:00全球科技股反弹，美国就业数据缓和加息担忧https://static.edwealth.ai/news/images/global-tech-stocks-rally-as-us-jobs-data-cools-rate-fears-20260703.png全球科技股反弹，美国就业数据缓和加息担忧 https://www.edgen.tech/zh/news/post/wti-crude-faces-24-chance-of-sliding-to-60-in-july-as-supply-fears-ease2026-07-03T10:40:22.174Zdaily1Edgen Stockzh2026-07-03T10:40:22.174+00:00WTI原油7月跌至60美元概率为24%，供应恐慌缓解https://static.edwealth.ai/news/images/wti-crude-faces-24-chance-of-sliding-to-60-in-july-as-supply-fears-ease-20260703.pngWTI原油7月跌至60美元概率为24%，供应恐慌缓解 https://www.edgen.tech/zh/news/post/craneware-slumps-18-as-340b-delays-hit-full-year-revenue2026-07-03T10:39:47.797Zdaily1Edgen Stockzh2026-07-03T10:39:47.797+00:00Craneware股价暴跌18% 340B项目延迟拖累全年营收https://static.edwealth.ai/news/images/craneware-slumps-18-as-340b-delays-hit-full-year-revenue-20260703.pngCraneware股价暴跌18% 340B项目延迟拖累全年营收 https://www.edgen.tech/zh/news/post/peabody-energy-sued-for-securities-fraud-after-1450-stock-drop-on-mine-delays2026-07-03T10:32:55.410Zdaily1Edgen Stockzh2026-07-03T10:32:55.410+00:00皮博迪能源因矿山延误致股价暴跌14.50美元，遭证券欺诈诉讼https://static.edwealth.ai/news/images/peabody-energy-sued-for-securities-fraud-after-1450-stock-drop-on-mine-delays-20260703.png皮博迪能源因矿山延误致股价暴跌14.50美元，遭证券欺诈诉讼 https://www.edgen.tech/zh/news/post/tencent-ramps-up-buybacks-with-hk501-million-repurchase-as-shares-languish2026-07-03T10:10:50.205Zdaily1Edgen Stockzh2026-07-03T10:10:50.205+00:00腾讯加大回购力度，7月3日斥资5.009亿港元回购股票https://static.edwealth.ai/news/images/tencent-ramps-up-buybacks-with-hk501-million-repurchase-as-shares-languish-20260703.png腾讯加大回购力度，7月3日斥资5.009亿港元回购股票 https://www.edgen.tech/zh/news/post/capital-research-and-management-boosts-ktg-stake-to-82-with-share-purchase2026-07-03T10:05:16.171Zdaily1Edgen Stockzh2026-07-03T10:05:16.171+00:00资本研究与管理公司增持韩国烟草人参公社股份至8.2%https://static.edwealth.ai/news/images/capital-research-and-management-boosts-ktg-stake-to-82-with-share-purchase-20260703.png资本研究与管理公司增持韩国烟草人参公社股份至8.2% https://www.edgen.tech/zh/news/post/sk-hynix-samsung-rebound-68-as-kospi-recovers-from-79-rout2026-07-03T10:04:08.253Zdaily1Edgen Stockzh2026-07-03T10:04:08.253+00:00SK海力士与三星强势反弹6.8%，韩国KOSPI指数收复7.9%暴跌失地https://static.edwealth.ai/news/images/sk-hynix-samsung-rebound-68-as-kospi-recovers-from-79-rout-20260703.pngSK海力士与三星强势反弹6.8%，韩国KOSPI指数收复7.9%暴跌失地 https://www.edgen.tech/zh/news/post/asia-ai-stock-rally-shows-cracks-as-3-indexes-whipsaw2026-07-03T10:02:48.428Zdaily1Edgen Stockzh2026-07-03T10:02:48.428+00:00亚洲AI股涨势现裂痕，三大指数剧烈震荡https://static.edwealth.ai/news/images/asia-ai-stock-rally-shows-cracks-as-3-indexes-whipsaw-20260703.png亚洲AI股涨势现裂痕，三大指数剧烈震荡 https://www.edgen.tech/zh/news/post/us-gas-prices-drop-for-6th-straight-week-as-oil-retreats-below-732026-07-03T10:02:32.367Zdaily1Edgen Stockzh2026-07-03T10:02:32.367+00:00美国汽油价格连跌六周 原油跌破73美元缓解消费者压力https://static.edwealth.ai/news/images/us-gas-prices-drop-for-6th-straight-week-as-oil-retreats-below-73-20260703.png美国汽油价格连跌六周 原油跌破73美元缓解消费者压力