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On August 5, 2026, the US July Services PMI and latest employment data were released successively, showing economic resilience. Boosted by this, the three major US stock index futures rose across the ...
The US July ISM Manufacturing PMI released on August 4, 2026 rose to 51.4, returning to expansion territory. The manufacturing recovery, coupled with rising Fed rate cut expectations, drove a surge in...
2026年8月4日，英伟达在硅谷AI硬件峰会上披露Blackwell Ultra架构技术细节，推动其盘后股价大涨。单日市值激增超2000亿美元，带动费城半导体指数走强。华尔街机构集体上调目标价，认为AI算力需求远未见顶。...
Amid global geopolitical turmoil and slowing growth in some economies, the US stock market in August 2026 continues to attract global capital inflows with its deep liquidity, innovative AI productivit...
Berkshire Hathaway's latest 13F shows Buffett cut Apple shares by over 50% in Q2 2026, sending cash reserves to a record near $500B. Amid repeated US stock highs and AI bubble debates, Wall Street sho...
Despite volatility in US stocks in July 2026, the trend of global capital flowing into US equities remains unchanged. This article provides an in-depth interpretation from four dimensions—global capit...
2026年8月2日，美国劳工部公布7月非农就业数据显著降温，失业率意外升至4.3%。疲软的劳动力市场数据强化了美联储年内多次降息的预期，美债收益率大幅回落。美股市场在经历早盘震荡后上演V型反转，道指、标普500与纳指齐创历史收盘新高，成长股与利率敏感型板块领涨。...
In Q2 2026, total US stock buybacks hit an all-time high, becoming a key force underpinning the bull market. This article takes a deep dive into the corporate earnings and shareholder return culture b...
美联储7月会议维持利率不变但措辞转鸽，鲍威尔暗示9月可能降息，标普500首破6000点刷新纪录。市场风险偏好全面回暖，板块普涨，降息预期升温。本文深度解读政策路径、市场反应与机构观点，为投资者把握美股三季度交易线索提供参考。...
In the first half of 2026, new US stock accounts surged 32% year-over-year, with millennials and Gen Z accounting for over 60%. This article analyzes the lasting appeal of US stocks to global capital ...
受国际地缘政治紧张及OPEC+减产预期影响，国际油价单日大涨逾5%，美股能源板块应声走高。埃克森美孚、雪佛龙等石油巨头盘中涨幅均超4%，标普500能源指数创近两年新高。本文深入分析油价上涨背后的驱动逻辑，并对能源板块后续走势进行前瞻解读。...
US Q2 GDP beats expectations at 3.2% annualized quarterly growth, but core PCE stays high, lifting Fed Sep rate hike bets. US stocks mixed: Dow record on energy & financials, Nasdaq down on tech corre...
Fed kept rates at 3.5%-3.75% on July 29, fifth consecutive hold this year, but internal divisions deepened: three voters favored a hike. Statement acknowledged high inflation and Middle East uncertain...
On July 29, 2026, US Q2 GDP annualized hit 3.8%, topping 3.2% forecast. This article explores investment logic amid strong data, Fed pivot hopes, and tech stock potential, explaining why now is a stra...
On July 29, 2026, US markets saw a mega earnings day as Amazon, Apple, and Microsoft reported quarterly results. The market focused on AI and cloud growth drivers and companies' H2 outlook. This artic...
