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Tech Giant Earnings Diverge: AI Spending Erodes Profits, Market Rethinks Growth Logic
July 28, 2026: Microsoft, Amazon, Apple & others report quarterly earnings. Massive AI infrastructure spending weighs on profits, fueling anxiety over AI monetization. Analysis of hidden concerns and risks/opportunities for US tech stocks.
US Stock Two-Way Trading Upgrade: New Short Disclosure Rules Highlight Market Transparency
On July 28, 2026, the US SEC approved new short position disclosure rules to further enhance US stock market transparency. This article delves into how the US short selling mechanism promotes price discovery and market efficiency, compares it with A-share and other markets, and reveals the unique advantages of US stocks as a global capital market.
US June Core PCE Below Expectations, Rate Cut Expectations Rise, US Stock Indices Surge
On July 28, 2026, the US Commerce Dept reported June core PCE price index up 2.4% YoY, below expectations, boosting Fed rate cut bets. US stocks rallied, tech led, S&P 500 back above 5,500. Analysts say cooling inflation paves way for Sept cut, but watch services inflation stickiness.
U.S. Stock ETF Funds Hit Record in Q2: Investment Advantages Highlighted, Tech and Healthcare in Focus
In Q2 2026, net capital inflows into U.S. stock ETF market exceeded $500 billion, hitting a record high, with tech and healthcare sectors leading. This article analyzes the advantages of the U.S. stock market behind the ETF boom, including liquidity, diversity, and long-term return characteristics, and compares it with the A-share market, providing investment strategy advice.
Strong Q2 Earnings Met with Selloff; Capital Rotation to Defensive Sectors Signal Clear
On July 25, 2026, U.S. earnings season saw tech giants beat expectations but a 'sell the fact' selloff ensued, with capital rotating to defensive sectors. This article analyzes the reasons, market data, and outlook for investors.
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Tech giants are pouring hundreds of billions into AI, but the return outlook is murky, shaking Wall Street's confidence. On Thursday, the 'Magnificent Seven' US stocks evaporated $797 billion in a single day, the biggest drop since 2025, causing serious market concerns about the AI dividend narrative.
The Cost of AI Capital Spending Frenzy: Free Cash Flow Crisis for Tech Giants
Amid global geopolitical risks, investors are concerned about the sustainability of tech giants' hundreds of billions in AI investment, triggering a market sell-off. The US stock 'Magnificent Seven' saw $797 billion evaporate in a single day, signaling a challenge to the AI dividend logic.
China-EU institutionalized economic talks send positive signals, Trump remarks stir market sentiment
China and the EU reaffirmed strengthening institutionalized communication mechanisms at the high-level economic and trade dialogue, agreeing to seek feasible solutions to manage trade differences, sending positive signals of openness and cooperation. Meanwhile, former US President Trump's remarks about cutting trade with Spain raised concerns over the uncertainty of transatlantic trade relations. This article analyzes the strategic significance of China-EU institutionalized economic communicatio
Industrial changes behind semiconductor giants' stock plunge
SK Hynix and Samsung stock have fallen over 30% from June highs, reflecting a shift from shortage to oversupply in memory. Weak consumer electronics demand and AI-driven high-end memory changes reveal structural transformation in the global semiconductor supply chain.
Trump proposes toll for Strait of Hormuz
In early 2025, Trump proposed a 20% toll on ships transiting the Strait of Hormuz, shaking global energy markets. The strait carries one-third of global seaborne oil trade, highlighting geopolitical strategy and potential trade impact. This article examines the strait's strategic value, current status, and the geopolitical game behind Trump's proposal.
Apple Sues OpenAI: The Intellectual Property War
Apple officially sues OpenAI, accusing it of systematically stealing iPhone core intellectual property for AI hardware development. This lawsuit reveals the debate over technology ethics and innovation boundaries in the AI era, impacting the future tech landscape.
2026 U.S. Stock Feast: Hidden Worries and Opportunities Coexist
The U.S. stock market hit new highs in 2026, but the bond market is flashing warning signals. Stock-bond divergence and inflation stickiness exceed expectations; investors should be wary of risks and seize structural opportunities. This article deciphers macro and micro signals and explores long-term positioning opportunities.
In-depth Analysis of Hong Kong Stock Market: Challenges and Opportunities Coexist
This article provides a professional analysis of the current Hong Kong stock market from four dimensions: market performance, fund flows, sector divergence, and future outlook. The Hang Seng Index oscillates between 22,000 and 24,000 points, valuations are at historical lows, offering a window for long-term value investors to position.
U.S. Market Open: Three Threads Intertwine - Energy, Defense, and AI Reshape Landscape
Today's U.S. market open: three major indices mixed. Energy, defense, and AI sectors reshape the market landscape. The Middle East maritime delimitation framework agreement reduces geopolitical premiums, weighing on energy stocks, while AI and defense sectors attract attention.
New Landscape of U.S. Stock Indices: Tech Transformation and Policy Divergence
In the second half of 2026, U.S. stock indices present a complex pattern under tech innovation and central bank policy divergence. Tesla's Robotaxi launches, driving a revaluation of tech stocks, and the Nasdaq Index gains new narrative momentum. This article analyzes the new landscape of the U.S. stock market and explores the profound impact of tech transformation and policy divergence on indices.
