https://www.edgen.tech/zh/news/post/elf-beauty-surges-32-in-june-on-growth-tariff-refund-prospects2026-07-05T18:04:09.586Zdaily1Edgen Stockzh2026-07-05T18:04:09.586+00:00E.l.f. Beauty六月飙升32%，增长与关税退税前景驱动https://static.edwealth.ai/news/images/elf-beauty-surges-32-in-june-on-growth-tariff-refund-prospects-20260705.pngE.l.f. Beauty六月飙升32%，增长与关税退税前景驱动 https://www.edgen.tech/zh/news/post/amazon-sunsets-mechanical-turk-to-new-customers-after-21-years2026-07-05T18:03:19.040Zdaily1Edgen Stockzh2026-07-05T18:03:19.040+00:00亚马逊21年后停止向新客户开放Mechanical Turkhttps://static.edwealth.ai/news/images/amazon-sunsets-mechanical-turk-to-new-customers-after-21-years-20260705.png亚马逊21年后停止向新客户开放Mechanical Turk https://www.edgen.tech/zh/news/post/starbucks-comps-jump-62-as-chipotle-traffic-stays-negative-in-showdown2026-07-05T17:02:18.234Zdaily1Edgen Stockzh2026-07-05T17:02:18.234+00:00星巴克同店销售飙升6.2%，Chipotle客流量持续为负——两大餐饮巨头对决https://static.edwealth.ai/news/images/starbucks-comps-jump-62-as-chipotle-traffic-stays-negative-in-showdown-20260705.png星巴克同店销售飙升6.2%，Chipotle客流量持续为负——两大餐饮巨头对决 https://www.edgen.tech/zh/news/post/microsoft-hit-with-securities-fraud-suit-after-10-stock-drop2026-07-05T16:33:56.257Zdaily1Edgen Stockzh2026-07-05T16:33:56.257+00:00微软因股价暴跌10%遭遇证券欺诈诉讼https://static.edwealth.ai/news/images/microsoft-hit-with-securities-fraud-suit-after-10-stock-drop-20260705.png微软因股价暴跌10%遭遇证券欺诈诉讼 https://www.edgen.tech/zh/news/post/first-solar-investors-face-aug-24-deadline-in-securities-class-action2026-07-05T16:33:40.451Zdaily1Edgen Stockzh2026-07-05T16:33:40.451+00:00First Solar投资者面临证券集体诉讼 首席原告截止日为8月24日https://static.edwealth.ai/news/images/first-solar-investors-face-aug-24-deadline-in-securities-class-action-20260705.pngFirst Solar投资者面临证券集体诉讼 首席原告截止日为8月24日 https://www.edgen.tech/zh/news/post/lucid-group-faces-securities-class-action-with-july-28-deadline2026-07-05T16:33:00.361Zdaily1Edgen Stockzh2026-07-05T16:33:00.361+00:00Lucid Group面临证券集体诉讼，原告截止日为7月28日https://static.edwealth.ai/news/images/lucid-group-faces-securities-class-action-with-july-28-deadline-20260705.pngLucid Group面临证券集体诉讼，原告截止日为7月28日 https://www.edgen.tech/zh/news/post/bis-targets-1t-ai-credit-boom-as-basel-iii-tightens-lending2026-07-05T15:35:39.503Zdaily1Edgen Stockzh2026-07-05T15:35:39.503+00:00国际清算银行瞄准1万亿美元AI信贷热潮，巴塞尔协议III收紧放贷https://static.edwealth.ai/news/images/bis-targets-1t-ai-credit-boom-as-basel-iii-tightens-lending-20260705.png国际清算银行瞄准1万亿美元AI信贷热潮，巴塞尔协议III收紧放贷 https://www.edgen.tech/zh/news/post/esg-funds-lose-billions-as-investors-pull-cash-from-strategy2026-07-05T15:33:29.631Zdaily1Edgen Stockzh2026-07-05T15:33:29.631+00:00ESG基金遭数十亿资金撤离，投资者纷纷撤资https://static.edwealth.ai/news/images/esg-funds-lose-billions-as-investors-pull-cash-from-strategy-20260705.pngESG基金遭数十亿资金撤离，投资者纷纷撤资 https://www.edgen.tech/zh/news/post/global-oil-glut-weakens-irans-hand-as-brent-slides-toward-702026-07-05T14:33:37.374Zdaily1Edgen Stockzh2026-07-05T14:33:37.374+00:00全球石油供应过剩，布伦特原油滑向70美元，伊朗谈判筹码削弱https://static.edwealth.ai/news/images/global-oil-glut-weakens-irans-hand-as-brent-slides-toward-70-20260705.png全球石油供应过剩，布伦特原油滑向70美元，伊朗谈判筹码削弱 https://www.edgen.tech/zh/news/post/3-commodities-face-diverging-paths-at-mid-2026-as-oil-surges2026-07-05T14:33:37.098Zdaily1Edgen Stockzh2026-07-05T14:33:37.098+00:00三大大宗商品2026年中期走势分化 油价飙升领跑https://static.edwealth.ai/news/images/3-commodities-face-diverging-paths-at-mid-2026-as-oil-surges-20260705.png三大大宗商品2026年中期走势分化 油价飙升领跑 https://www.edgen.tech/zh/news/post/3-energy-stocks-to-buy-in-july-as-crude-pulls-back-312026-07-05T13:36:32.050Zdaily1Edgen Stockzh2026-07-05T13:36:32.050+00:00原油回落31%后，7月值得买入的3只能源股https://static.edwealth.ai/news/images/3-energy-stocks-to-buy-in-july-as-crude-pulls-back-31-20260705.png原油回落31%后，7月值得买入的3只能源股 https://www.edgen.tech/zh/news/post/strategy-inc-launches-2b-buyback-as-preferred-shares-trade-at-128-discount2026-07-05T13:33:30.246Zdaily1Edgen Stockzh2026-07-05T13:33:30.246+00:00Strategy Inc.授权20亿美元回购，优先股折价12.8%交易https://static.edwealth.ai/news/images/strategy-inc-launches-2b-buyback-as-preferred-shares-trade-at-128-discount-20260705.pngStrategy Inc.授权20亿美元回购，优先股折价12.8%交易 https://www.edgen.tech/zh/news/post/trumps-2-quantum-orders-elevate-computing-to-national-priority2026-07-05T13:33:10.070Zdaily1Edgen Stockzh2026-07-05T13:33:10.070+00:00特朗普两项量子计算行政令将计算技术提升为国家战略优先事项https://static.edwealth.ai/news/images/trumps-2-quantum-orders-elevate-computing-to-national-priority-20260705.png特朗普两项量子计算行政令将计算技术提升为国家战略优先事项 https://www.edgen.tech/zh/news/post/semiconductor-stocks-slide-12-in-two-days-as-ai-spending-fears-mount2026-07-05T13:32:14.604Zdaily1Edgen Stockzh2026-07-05T13:32:14.604+00:00半导体股两日暴跌12% AI支出担忧加剧https://static.edwealth.ai/news/images/semiconductor-stocks-slide-12-in-two-days-as-ai-spending-fears-mount-20260705.png半导体股两日暴跌12% AI支出担忧加剧 https://www.edgen.tech/zh/news/post/amazon-drops-13-in-a-month-as-200b-capex-spend-spooks-investors2026-07-05T12:03:45.156Zdaily1Edgen Stockzh2026-07-05T12:03:45.156+00:00亚马逊一个月内跌13%：2000亿美元资本支出令投资者不安https://static.edwealth.ai/news/images/amazon-drops-13-in-a-month-as-200b-capex-spend-spooks-investors-20260705.png亚马逊一个月内跌13%：2000亿美元资本支出令投资者不安 https://www.edgen.tech/zh/news/post/opec-boosts-output-for-fifth-month-as-hormuz-traffic-recovers2026-07-05T12:02:50.962Zdaily1Edgen Stockzh2026-07-05T12:02:50.962+00:00OPEC+连续第五个月增产，霍尔木兹海峡油轮交通恢复https://static.edwealth.ai/news/images/opec-boosts-output-for-fifth-month-as-hormuz-traffic-recovers-20260705.pngOPEC+连续第五个月增产，霍尔木兹海峡油轮交通恢复 https://www.edgen.tech/zh/news/post/stock-market-flashes-rare-pattern-seen-only-twice-in-155-years2026-07-05T12:02:44.624Zdaily1Edgen Stockzh2026-07-05T12:02:44.624+00:00美股闪现155年仅见两次的罕见模式，华尔街面临利空信号https://static.edwealth.ai/news/images/stock-market-flashes-rare-pattern-seen-only-twice-in-155-years-20260705.png美股闪现155年仅见两次的罕见模式，华尔街面临利空信号 https://www.edgen.tech/zh/news/post/grantham-warns-spacex-ipo-marks-3rd-major-bubble-in-26-years2026-07-05T10:33:48.879Zdaily1Edgen Stockzh2026-07-05T10:33:48.879+00:00Grantham警告：SpaceX IPO或标志26年来第三大泡沫https://static.edwealth.ai/news/images/grantham-warns-spacex-ipo-marks-3rd-major-bubble-in-26-years-20260705.pngGrantham警告：SpaceX IPO或标志26年来第三大泡沫 https://www.edgen.tech/zh/news/post/sp-500-faces-3-catalysts-this-week-as-fed-minutes-earnings-loom2026-07-05T10:32:24.123Zdaily1Edgen Stockzh2026-07-05T10:32:24.123+00:00标普500本周面临三大催化剂：美联储会议纪要、财报与ISM服务业数据来袭https://static.edwealth.ai/news/images/sp-500-faces-3-catalysts-this-week-as-fed-minutes-earnings-loom-20260705.png标普500本周面临三大催化剂：美联储会议纪要、财报与ISM服务业数据来袭 https://www.edgen.tech/zh/news/post/liquor-stocks-in-2026-priced-for-big-tobacco-moment2026-07-05T10:03:54.745Zdaily1Edgen Stockzh2026-07-05T10:03:54.745+00:00烈酒股被定价为"烟草时刻"：2026年结构性衰退来临https://static.edwealth.ai/news/images/liquor-stocks-in-2026-priced-for-big-tobacco-moment-20260705.png烈酒股被定价为"烟草时刻"：2026年结构性衰退来临 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 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