等待開盤 09-25 09:30:00 美东时间
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Bank of America Securities is warning investors that the stock market's (SPY) (DIA) (QQQ) primary drivers—positioning, profits and policy—are peaking, signaling a structural market rotation is already...
09-19 00:24
Wells Fargo Investment Institute remains constructive on U.S. large-cap equities (SPY) (VOO), maintaining that rapid corporate earnings growth—rather than valuation expansion—will continue to drive st...
09-15 02:59
The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasingly question the future profitability...
09-14 22:18
Some 80% of enterprise revenue for AI powerhouses OpenAI (OPENAI) and Anthropic (ANTHRO) relies on just 1% of their customer base, exposing a precarious concentration risk that's "not getting any bett...
09-03 20:40
Nvidia (NVDA) once again proved the AI (AIQ) (AIEQ) boom is nowhere near its ceiling, blowing past Wall Street expectations with $96.2B in fiscal second-quarter revenue—and issuing an unprecedented lo...
08-27 21:29
The real, or inflation-adjusted, yield on the 10-year U.S. Treasury note (US10Y) has been mired in a persistent surge that threatens to weigh heavily on broad stock market multiples. Standing at 2.4% ...
08-25 20:53
U.S. Treasury Secretary Scott Bessent is prepared to take aggressive action against market participants pushing the 10-year Treasury yield (US10Y) toward the 5% mark, according to Fox Business corresp...
08-25 00:40
One market strategist is urging Wall Street not to bet against the economic productivity gains of artificial intelligence (AIQ) (AIEQ), drawing a direct parallel to the delayed economic data of the 19...
07-31 03:09
The multi-year artificial intelligence capital expenditure boom is facing mounting credit and balance-sheet risks that markets have yet to fully price in, warned Jefferies analyst Christopher Wood in ...
07-24 23:35
Morgan Stanley strategist Andrew Sheets argues that two historical periods—1997-98 and 2005-06—offer the most instructive templates for understanding the current global macro environment. The implicat...
07-21 00:22