XLK

下半年投资组合再配置策略指南

Keep your portfolio firing on all cylinders for the rest of 2026 using these steps

As resilient as the stock market has been, investors are making a mistake if they haven't revisited their portfolios sin…

美光科技股价上涨何以成为超大规模云厂商的梦魇

Why Micron Technology's gain could be hyperscalers' pain

Margin expansion for memory chip makers equals cost expansion for the sector's customers.

肥胖药物接近重大里程碑，礼来或迎"游戏规则改变者"

Obesity drugs approach a major milestone, and Lilly may have a 'game changer' ahead

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hou…

法官阻止特朗普限制研究生联邦学生贷款上限政策

Judge blocks Trump's rule limiting federal student loans for certain grad school borrowers

A federal judge temporarily blocked Trump's limits on how much certain graduate students can borrow. That policy was set…

微软因组件成本飙升上调Xbox游戏机售价

Microsoft lifts price of Xbox consoles due to soaring component costs

Microsoft said it's increasing the price of Xbox game consoles after Apple announced price hikes for MacBooks and iPads.

法官裁定针对特朗普司法部"反武器化"基金的诉讼将继续进行

Judge says lawsuit against Trump DOJ 'anti-weaponization' fund will proceed

美国提议取消自动驾驶车辆的刹车踏板要求

U.S. proposes to drop brake pedal requirements for self-driving vehicles

The NHTSA proposed to end a requirement for manual brake pedals in self-driving vehicles, a move that would make it easi…

午盘个股异动警报：BlackBerry、Khymera Therapeutics、Apple、Wendy's 等出现显著波动，但缺乏驱动因子——交易价值判定为 no-trade

Stocks making the biggest moves midday: BlackBerry, Kymera Therapeutics, Apple, Wendy's & more

These are the stocks posting the largest moves midday.

比特币ETF遭遇创纪录资金外流，加密货币跌至2024年新低

Bitcoin ETFs see record investor flight as the cryptocurrency hits new 2024 low

The outflows come as bitcoin itself fell to its lowest level since October 2024.

CryptoQuant建议Strategy暂停比特币购入并重建现金储备

Strategy should halt bitcoin buys and bolster cash reserves, CryptoQuant says

Michael Saylor's Strategy should pause its bitcoin purchases and rebuild its cash reserves, according to a CryptoQuant r…

Apple因芯片成本史无前例的快速上涨上调Mac和iPad价格

Apple hikes some MacBook and iPad prices, blaming rising chip costs

Apple said it had "never seen a component price increase this much, this quickly".

花旗：Micron财报惊艳利好存储芯片需求，Sandisk有望跟涨

Micron is soaring after blowout earnings report. That's good news for this other memory chipmaker, Citigroup says

Sandisk will likely benefit from the surge in memory demand that was behind Micron's extraordinary results reported Wedn…

Bank of America警示Q3调整风险上升，建议增配防御性保护头寸

Bank of America says correction risks are rising, add protection into Q3

Wall Street is riding high this quarter. Bank of America thinks there may be some turbulence once the third quarter begi…

芯片股反弹中的"怪物季"警报——Micron超预期点燃半导体行情的交易图谱

The Club's top 10 things to watch in the stock market Thursday

Another monster quarter from Micron has ignited a chip stock rally.

毁灭性地震：不确定性时期的委内瑞拉沉重打击

Earthquake is devastating blow to Venezuela at time of uncertainty

The quake comes less than six months after Venezuela's then-leader Nicolás Maduro was seized by US forces.

欧洲热浪东移：法国提升健康警报至最高级别，德国局部气温或达40°C

Europe's heatwave shifts east as France raises health alert to highest level

Temperatures in Germany could hit 40C in some areas while French officials say deaths linked to the heat are being seen…

Ryanair表示将不情愿地允许父母免费与子女同坐

Ryanair says it will reluctantly let parents sit with children for free

The airline had typically charged adults a fee of £8 each way to sit with their young children.

拉瓜伊拉地震：委内瑞拉经济要地遭受重大灾难的地缘市场影响评估

Hard-hit La Guaira is an economically important part of Venezuela that's suffered before

Daniel Gonzalez Cappa As we've been reporting, acting President Delcy Rodríguez has declared the state of La Guaira a &q…

Ryanair"不情愿"同意家长免费与儿童同坐

Ryanair 'reluctantly' agrees to let parents sit with children for free

Previously, the airline had typically charged parents a fee of £8 each way to sit with their young children.

Darden Restaurants财报盈利超预期但Olive Garden增长走弱

Darden Restaurants earnings beat estimates but Olive Garden growth weakens

Same-store sales growth at Darden's fine-dining restaurants and Olive Garden fell short of expectations.

TikTok与YouTube正在重塑体育观赛体验：广播公司的应对与启示

TikTok and YouTube are reinventing sports viewership. Broadcasters are taking note

Leagues, teams and media networks are increasingly meeting younger fans on social media as platforms like TikTok, Roblox…