Wall Street Insights
Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.
Latest News
10:05
创业板早盘跌超3%，算力硬件、芯片半导体集体调整，银行逆势拉升、工行建行再创新高，恒科指跌1%，科网股普跌
创业板早盘跌超3%，算力硬件、芯片半导体集体调整，银行逆势拉升、工行建行再创新高，恒科指跌1%，科网股普跌09:18
谷歌电话会：承认AI搜索变现偏低，TPU库存拖累自由现金流转负，明年是“收获年”但资本开支也将大增
谷歌电话会：承认AI搜索变现偏低，TPU库存拖累自由现金流转负，明年是“收获年”但资本开支也将大增06:10
谷歌“网安高手”Gemini 4 Carbon登顶AI智能榜，漏洞检测得分88.2%，标准价持平Argon
谷歌“网安高手”Gemini 4 Carbon登顶AI智能榜，漏洞检测得分88.2%，标准价持平Argon10-28 20:57
复刻SpaceX认购热？Anthropic IPO拟向散户开放最高20%份额，摩根大通主导揽客、戴蒙或亲自参与
复刻SpaceX认购热？Anthropic IPO拟向散户开放最高20%份额，摩根大通主导揽客、戴蒙或亲自参与10-28 20:09
AI液冷龙头Vertiv Q3营收同比增长61%，订单增度超100%，盘前暴涨超15% | 财报见闻
AI液冷龙头Vertiv Q3营收同比增长61%，订单增度超100%，盘前暴涨超15% | 财报见闻10-28 16:57
“易中天”首份三季报出炉！天孚通信单季营收同比增长31.5%，归母净利润增长55.3% | 财报见闻
“易中天”首份三季报出炉！天孚通信单季营收同比增长31.5%，归母净利润增长55.3% | 财报见闻10-28 15:09
需求是供应的两倍！SK海力士电话会：DRAM和HBM产能售罄至2029年，明年资本开支将“大幅增加”
需求是供应的两倍！SK海力士电话会：DRAM和HBM产能售罄至2029年，明年资本开支将“大幅增加”10-28 13:51
高盛存储专家会：产能扩张“远水难解近渴”，DRAM涨价或持续至2028年，HBM明年均价预计暴涨122%
高盛存储专家会：产能扩张“远水难解近渴”，DRAM涨价或持续至2028年，HBM明年均价预计暴涨122%10-28 09:52
创业板、科创50齐涨2%，芯片半导体、算力硬件爆发，白酒调整、五粮液跌5%，恒科指涨1%，泡泡玛特跌2%
创业板、科创50齐涨2%，芯片半导体、算力硬件爆发，白酒调整、五粮液跌5%，恒科指涨1%，泡泡玛特跌2%10-28 08:38
630亿美元，史上最大规模AI基建融资！博通CEO"亲自下场"，华尔街紧盯明年Q1"巨债发行"
630亿美元，史上最大规模AI基建融资！博通CEO"亲自下场"，华尔街紧盯明年Q1"巨债发行"10-28 08:35
以色列选举“创50年最高投票率”：出口民调显示“无明显赢家”，但“反内塔尼亚胡”阵营领先，阿拉伯政党“异军突起”
以色列选举“创50年最高投票率”：出口民调显示“无明显赢家”，但“反内塔尼亚胡”阵营领先，阿拉伯政党“异军突起”User Discussion
Is this normal?
SpaceX, Broadcom, and Oracle are issuing massive amounts of bonds! The US bond market is "overcrowded," with "increasing concentration, ultimately influenced by the AI cycle."
🌕
Following the explosive popularity of Meta's Muse, OpenAI urgently launched its personal assistant "O" to counter this, with a Dev Day release expected.
What a COPY CAT 🤣🤣
The price of the Xiaomi 18 Pro continues to rise, with the top-of-the-line version breaking the 10,000 yuan mark.
R/s wow I think the the e
Behind the AI debt frenzy: $70 billion in off-balance-sheet hidden liabilities raise concerns among bond investors.
🙈
AMD's best-ever financial report resulted in a 9% plunge: The market doesn't want good results, but acceleration.
who YOLO, this time YOLO[得意]
Retail investors in "YOLO" are trapped! Momentum factors hit their biggest pullback/retracement in four years, with the most popular stocks evaporating 25% in one month.
🐮🍺
Reaching out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the US.
MU already price in 2027
Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
Q
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
The "TACO" is outdated, and Wall Street is flooded with "NACHO" trading!
g
TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.
Nice to know
Unveiling another side of Altman: lies, intrigue, and trillion-dollar bets
Mark
The IEA warns that the intensity of the Gulf energy shock exceeds the combined intensity of 1973, 1979, and 2022, and the global economy is entering a "Black April"!
mark
The most exciting "survey"? "Internet celebrity AI research institution": Public data underreports 50% of the actual traffic volume in Hormuz.
Wow
AI computing power is a fatal flaw! Broadcom's director named "three major bottlenecks," suggesting the capacity shortage may persist until 2027.