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亚马逊Trainium芯片驱动AI推理主权叙事：科技股趋势交易的半导体设备配置逻辑

Amazon shares have been on fire lately. Now we know why

The e-commerce and web services platform surged on confidence that its Trainium chips helped train Anthropic's powerful…

周一华尔街分析师批量推荐：科技 AI 赛道获机构加码，消费与私募面临配置压力

Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, CoreWeave, Blackstone, Starbucks, Netflix & more

Here are the biggest calls on Wall Street on Monday.

Nike再遭下调评级—— HSBC称转机策略已成"先让我看看"叙事

Nike gets another downgrade. HSBC says turnaround strategy is now a 'show me' story

The investment bank's research arm downgraded the apparel giant to hold from buy.

教皇称将在战争问题上"大声疾呼"——特朗普攻击事件后续分析

Pope says he will 'speak out loud' against war after Trump attack

The US president accuses Leo of being "weak on crime and terrible for foreign policy".

英国核电项目启动：宏观对冲视角下的交易价值判定

Work begins on nuclear power station that promises 8,000 jobs

Rolls-Royce has said the project will create 8,000 jobs across Britain.

谈判破裂引发的能源供应冲击与全球市场再定价

Failed talks raise concerns for global economy

Suranjana TewariAsia Business Correspondent The collapse of peace talks and the associated jump in oil prices is another…

荷兰村庄面临拆除风险：为庞大变电站让路

The Dutch village at risk of being demolished

Moerdijk has been earmarked for removal, to make way for a vast electricity substation.

匈牙利变天：欧洲政治风险溢价的结构性重定价

'Love won today, because love always wins'

Magyar tells the crowd that never in the history of democratic Hungary has there been as many people voting. He goes on:…

民粹退潮：匈牙利16年宿醉与欧洲秩序重建

A two-thirds majority is on the cards for Magyar

Paul KirbyEurope digital editor, in Budapest Péter Magyar has completed his first task - that's winning the election. Bu…

历史性时刻：BBC从匈牙利报道维克托·欧尔班承认选举失败

'A truly historic moment': BBC reports from Hungary as Viktor Orbán concedes election

Rajini Vaidyanathan broadcasts from outside Hungary's parliament as crowds hear about the prime minister's concession.

市场韧性背后的"暗流"：地缘风险与科技板块的定价分歧

Why the stock market has stayed resilient despite the Iran war and software stock rout

In his Sunday column, Jim Cramer explored key battleground issues for the stock market such as the Iran war and software…

特朗普宣布对霍尔木兹海峡实施海军封锁意味着什么？

What is a naval blockade and how would it work in Strait of Hormuz?

Donald Trump says that the US is going to start blockading the Strait of Hormuz. What does this mean in practice?

阿曼外长呼吁延长停火协议以推动美伊谈判继续

Omani foreign minister calls for ceasefire extension for talks to continue

Omani Foreign Minister Badr Albusaidi has called for an extension to the ceasefire to allow for talks between the US and…

德黑兰向普京喊话：若美方遵守国际法，美伊协议"并非遥不可及"

Deal 'not out of reach', Iranian president tells Putin

Iranian President Masoud Pezeshkian says a deal with the US is "not out of reach" if the Trump administration…

以色列基本无视美伊在巴基斯坦举行的谈判

Israel has largely ignored the US-Iran talks in Pakistan

Nick BeakeReporting from Jerusalem The Israeli government has largely ignored the talks in Pakistan – publicly at least.…

Z世代成年人仍从父母处获得经济支持

Many Gen Z adults still get financial help from their parents

Financial support from your parents can help you to become independent. But that means treating the money "as a plan, no…

华尔街分析师在持续不确定性下偏好股息股以获取稳定收入

Top Wall Street analysts prefer these dividend stocks for steady income

Given ongoing uncertainty, investors may seek to add some stability to their portfolios by buying dividend stocks for st…

Justin Bieber headlines Coachella with nostalgia-fuelled set

The star spent much of the gig singing along to YouTube videos of early hits like Baby and Never say Never.

英国首相斯塔默呼吁美伊双方在谈判破裂后"找到出路"——霍尔木兹海峡风险溢价重估中的趋势交易

UK PM Starmer calls for US and Iran to 'find a way through' after failed talks

UK Prime Minister Keir Starmer urges both Iran and the US to "find a way through" following failed talks in Pa…

以色列称对黎巴嫩南部火箭发射装置实施打击——地缘摩擦与美伊谈判窗口冲突下的市场传导分析

Israel says it struck rocket launcher in southern Lebanon

The Israel Defence Forces (IDF) says it has struck a rocket launcher that was "positioned and ready to launch"…

俄乌复活节停火失败：战火重燃预期下的市场影响分析

'We need real peace': Easter truce fails to lift grim mood in war-torn Ukraine

Easter festivities are muted in Kharkiv as Ukrainians expect fighting to flare up again after a weekend truce.