市场新闻

英伟达供应商SK海力士因业绩不及预期股价下跌9.6%AI 译

First-half revenue passed 100 trillion won for the first time

英伟达最大AI押注引发华尔街新疑问AI 译

Nvidia's AI Expansion Raises a New Debate. This Time It Isn't About Chip Demand

微软财报或重塑AI交易格局AI 译

Options imply a 6.6% move after earnings.

超大规模企业债务狂潮推高收益率，投资者需求降温AI 译

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

英伟达最新反弹获新支撑AI 译

Cathie Wood added to her position as analysts maintained a bullish long-term outlook.

凯西·伍德刚买入英伟达股票，现在是买入时机吗？AI 译

Nvidia is now trading for just 16 times next year's profit target. Things could get even better.

奈飞：高速增长时代已结束AI 译

The streaming leader's Q2 revenue was below what Wall Street was expecting.

微软面临诱导用户订阅AI服务的指控AI 译

Microsoft is facing an investigation over claims it tricked users into paying for more expensive AI subscriptions.

苹果成为5万亿美元公司，接下来会怎样？AI 译

Apple just crossed a threshold no American company has ever reached, and Wall Street is split on whether the stock can keep climbing from here or whether the milestone itself signals a ceiling.