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"description": "6月台股营收公布,2026年7月针对大型公司前一日公布43家营收。截至目前6月营收公布共计90家,其中营收年增大于+25%有38家,年增小于-20%有7家。| Anue巨亨- 台股营收",
"createdAt": "2026-07-08T23:55:15.000Z",
"author": "网络",
"pv": 61,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
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{
"id": 5802,
"title": "SpaceX纳入那斯达克100后连跌两天 失守IPO首日交易价",
"shortTitle": "SpaceX纳入那斯达克100后连跌两天 失守IPO首日交易",
"img": "https://cimg.cnyes.cool/prod/news/6528129/l/5b09c00e2f17739abb0bb8e29b1885b4.jpg",
"description": "SpaceX(SPCX-US)股价周三 (8 日) 收在 148 美元,连续第二个交易日跌破上市首日的 150 美元成交价。",
"createdAt": "2026-07-08T23:30:14.000Z",
"author": "网络",
"pv": 56,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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},
{
"id": 5795,
"title": "AI引爆13%全球资本开支增速!高盛重提HALO交易:重资产股迎超级周期 第二阶段刚开始",
"shortTitle": "AI引爆13%全球资本开支增速!高盛重提HALO交易:重资产",
"img": "https://cimg.cnyes.cool/prod/news/6526740/l/0c848ccf404a2bb7fae9c978c8a803fe.jpg",
"description": "重资产股票跑赢轻资产的趋势已持续一年多,如今迎来关键转折点。高盛欧股策略团队周二 (7 日) 发布最新报告指出,代表「重资产、低淘汰风险」的 HALO 交易,其第一阶段的「估值修复」已基本完成,市场正开启以「获利兑现」为核心驱动力的第二阶段,这意味着相关股票过去因「便宜」而被买入,未来将依靠「真正赚钱」来支撑股价。 高盛构建的 HALO 配对交易做,即做多重工业、能源、公用事业等重资产股票,同时做空软体、服务等轻资产股票,今年迄今上涨约 20%。 尽管美伊地缘冲突初期曾导致重资产股一度回落 7%",
"createdAt": "2026-07-08T23:00:02.000Z",
"author": "网络",
"pv": 59,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 5796,
"title": "特斯拉股价有望上涨20%?华尔街看好与SpaceX合并:AI、Megapack合作成关键",
"shortTitle": "特斯拉股价有望上涨20%?华尔街看好与SpaceX合并:AI",
"img": "https://cimg.cnyes.cool/prod/news/6526973/l/7e34b3d2912520f846437b4118a50f00.jpg",
"description": "华尔街愈来愈认真看待特斯拉与 SpaceX 合并的可能性。RBC 认为,Terafab 晶片、Megapack 储能与 AI 训练合作带来高度营运综效,SpaceX 最可能透过全股票交易收购特斯拉,并给予 20% 至 30% 溢价。摩根大通则提",
"createdAt": "2026-07-08T22:40:04.000Z",
"author": "网络",
"pv": 60,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
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