當前全球資本市場呈現鮮明的結構性分裂。美股主要指數在科技龍頭的推動下屢創新高,納斯達克綜合指數逼近27500點、標普500指數站穩7770點上方,而十年期美債殖利率同步攀升至5.3%附近,觸及近年來高位。與此同時,原油運輸成本在地緣政治擾動下持續處於極端高位,部分超大型油輪日收益一度突破百萬美元等級。債券市場波動率(MOVE指數)升至113上方,與股票市場波動率(VIX)維持在15.5附近的低位形 ...
HK LAND大執位,置地廣場當然亦不例外,當中 LOUIS VUITTON 亦進行大裝修,雖然店舖的裝修還在進行,但今日大型圍板拆下,叫人萬分驚喜。 圍板拆下,出現一個如像 LOUIS VUITTON ...
晶圓代工龍頭台積電(2330)將在15日舉行法說會,市場高度關注第3季財報和第4季展望。「外資金童」資深半導體分析師陳慧明指出,台積電2028年EPS預估可達200元,以25倍本益比計算,股價有機會衝上5,000元。他分析,美股輝達(NVIDIA)等七巨頭的評價處於高位,台積電身為全球半導體絕對領先 ...
The Magnificent Seven earnings preview for this week comes down to one uncomfortable arithmetic problem. FactSet expects the ...
The biggest tech stocks have handed the baton as leadership has firmly shifted toward other S&P 500 sectors and industries.
In a day with the Nasdaq up near 1% and the Nasdaq up 1.3%, 3 of the 7 are down with 4 trading higher. Microsoft, Alphabet ...
Magnificent 7 stocks statistics for 2026: market cap, S&P 500 weight, returns, AI spending and investor demand, with data ...
CNBC calculated the rolling 60-day correlation of daily returns for each of the 21 unique pairs among the Magnificent Seven.
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla, there are two phenomenal bargains amid a historically pricey stock market.
Außerhalb des Tech-Sektors haben sich Margen und Umsätze kaum verändert. Gleichzeitig sind die KI-Kosten deutlich gestiegen.
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