等待开盘 05-11 09:30:00 美东时间
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Hedge funds are cutting risk as the S&P 500 rally stretches valuations, putting semiconductor ETFs like SOXX and SMH at risk of sharper volatility.
04-27 23:20
随着公募基金一季报全部披露完毕,基金经理的持仓布局思路迎来明显调整。过往深耕消费赛道的头部基金管理人,不再单一押注消费板块,转而开启多元化配置策略,跨赛道挖掘结...
04-25 15:46
ASML shares fall after TSMC delays adoption of High-NA EUV machines. Analysts weigh in on demand impact and the stock's technical outlook.
04-24 17:43
Taiwan Semiconductor advances A13 roadmap, scales AI packaging, and maintains cost discipline by leveraging existing EUV tools
04-23 19:20
专题:2026基金一季报:最新持仓曝光! 2026年一季度,“顶流”基金经理、易方达基金张坤旗下三只基金前三大重仓股均为高端白酒股。 4月2...
04-22 11:01
Deepwater Asset Management's Gene Munster predicts a 50% surge in hyperscaler AI capex for 2026, defying Wall Street's cautious consensus. Discover why he believes we are in year three of a five-year AI bull market led by Nvidia and a revamped Siri.
04-21 23:06
The era of the “wild west” semiconductor cycle might be coming to a close, replaced by a more buttoned-down, predictable corporate landscape. What is causing this change?
04-21 00:10
转自:财联社 华创证券维持阿斯麦(ASML.O)买入评级: 26Q1营收87.67亿欧元,略超预期,毛利率53%达指引上限,EPS 7.15欧元显著优于预期...
04-20 15:39
SPY isn't the only one. Five country ETFs — EIS, EWT, EFNL, EPOL, EWN — hit all-time highs this week alongside the S&P 500 on Trump's Iran ceasefire trade.
04-17 03:49
Tech expert Ben Barringer reveals why ASML (ASML) investors are shifting focus to a massive 2027 breakout, fueled by TSMC's 32% spending hike and "inelastic" AI demand.
04-16 00:13