美股三大指数集体高开，AI软件公司C3.AI跌31%；美光科技涨逾5%，公司上调第四季度营收预期；万 国数据涨逾7%，H股获纳入MSCI中国指数。 19:32 现货黄金跌破3350.00美元/盎司关口，报3349.84美元/盎司，日内跌1.39%；COMEX黄金期货主力 报3404.60美元/盎司，日内跌2.48%。 道指涨0.1%，标普500指数涨0.04%，纳指涨0.03%。AI软件公司C3.AI跌31%；美光科技涨逾5%，公司 上调第四季度营收预期；万国数据涨逾7%，H股获纳入MSCI中国指数。 21:04 美股三大股指期货小幅微涨，道指期货涨0.14%，标普500期货涨0.07%，纳指期货涨0.03%。 | 纳斯达克100期货微型 23721.25d 7.50 0.03% | | --- | | 纳斯达克100期货小型 23721.50d 7.75 0.03% | | 标普500期货小型 6418.25d 4.75 0.07% | | 44342d 64 0.14% 道琼斯期货小型 | 21:37 加密货币概念股集体走高，BMNR大涨14%，Coinbase、MARA Holdings涨超3%，Str ...

每经AI快讯，8月5日，加密货币概念股盘前低开。Circle、MARA Holdings、Strategy均跌超1%， Coinbase下跌0.5%。 ...

每经AI快讯，8月4日，加密货币概念股盘前集体上涨。SharpLink Gaming涨超4%，Strategy涨超2%， MARA Holdings涨超1%。 ...

Group 1 - Cryptocurrency concept stocks collectively rose before market opening, indicating positive market sentiment [1] - SharpLink Gaming experienced a rise of over 4%, reflecting strong investor interest [1] - Strategy saw an increase of over 2%, suggesting a favorable outlook among investors [1] - MARA Holdings increased by over 1%, contributing to the overall upward trend in the sector [1]

每经AI快讯，7月30日，美股绩优股盘前走强，星巴克、MARA Holdings涨超4%，FuboTV涨近10%。 ...

美股盘前加密货币概念股集体高开。 SharpLink Gaming涨超9%， Bit Digital涨超4%， MARA Holdings 涨幅接近3%。 ...

Group 1: Hong Kong Stock Market Highlights - Valiant Bio-B (9887.HK) opened 106.86% higher on its first trading day, focusing on developing new therapies for tumors and autoimmune diseases [1] - Kintor Pharmaceutical (0148.HK) rose over 12% after announcing a projected net profit increase of over 70% for the six months ending June 30, 2025, exceeding approximately HKD 2.56 billion [1] - Lingbao Gold (3330.HK) saw an initial rise of over 8%, expecting revenue between HKD 7.492 billion and HKD 7.92 billion, a year-on-year increase of 75% to 85%, and net profit between HKD 656 million and HKD 687 million, a growth of 330% to 350% [1] - Oil stocks in Hong Kong rose, with PetroChina (0857.HK) up 1.3%, CNOOC (00883) up 1.2%, and Sinopec (00386) up 0.4%, following an increase in crude oil prices [1] Group 2: Company Performance and Forecasts - Nongfu Spring (9633.HK) rose nearly 6%, with CICC forecasting an 18% revenue growth and a 20% profit increase for the first half of the year, driven by strong performance in tea and juice segments [2] - China Southern Airlines (1055.HK) and China Eastern Airlines (0670.HK) both rose around 3%, supported by improved supply-demand dynamics in the aviation sector [2] - COSCO Shipping Ports (01199) surged over 6% amid reports of a potential acquisition of over 40 port assets, including the Panama Canal [2] - WuXi Biologics (02269) saw a nearly 7% increase, with expected revenue growth of about 16% and profit growth of approximately 54% for the first half of the year [2] Group 3: IMAX China Performance - IMAX China (01970) shares rose nearly 8% after reporting a 31.66% increase in revenue to USD 57.802 million and an 88.9% increase in net profit to USD 23.893 million for the interim period [3] Group 4: US Stock Market Highlights - Intel (INTC.US) fell 3.66%, with analysts predicting a 7% year-on-year revenue decline to USD 11.9 billion for Q2 [5] - Kohl's (KSS.US) rebounded with a 10.81% increase, driven by social media discussions boosting its stock [5] - Blackstone (BX.US) rose 3.58%, reporting a 33% year-on-year revenue increase to USD 37.1 billion, surpassing analyst expectations [5] - Deutsche Bank (DB.US) increased by 7.83%, reporting a net profit of EUR 1.485 billion (approximately USD 1.75 billion) for Q2, a significant improvement from a loss in the previous year [6]

Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] - The analysis of stocks goes beyond P/E ratios, focusing on supply and demand dynamics and predicting human behavior [1] Group 2: Market Perspective - The market is viewed as a meeting point of demand and supply, with a strong emphasis on understanding market sentiment and momentum [1] - There is a belief that many investors do not fully grasp the forward-looking nature of the market [1] - The approach to investing requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Focus - The current bullish outlook includes companies such as AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]

美东时间周二，美股三大指数收盘涨跌互现，截至收盘，纳指涨0.18%，道指跌0.98%，标普500指数跌 0.4%。 芯片股走高，英伟达涨超4%，台积电涨超3%，费城半导体指数涨1.27%；银行股多数下跌，贝莱德、 富国银行跌超5%，但花旗集团股价上涨3.7%，收于2008年以来最高。 热门中概股多数上涨，纳斯达克中国金龙指数收涨2.77%。百度、阿里巴巴涨超8%，哔哩哔哩涨超 7%，京东涨超4%，拼多多、网易涨超2%。 共和党议员反水 特朗普支持的加密监管法案遭遇重大挫败 值得一提的是， 7月15日，比特币、以太坊、BNB、Solana、艾达币等加密货币集体跳水。其中，比特 币的跌幅一度超过5%，价格最低下探至11.63万美元。而在此前一天，比特币刚创下12.31万美元的历史 新高。 究其原因是，几项由美国总统特朗普支持的与加密货币相关法案，周二在美国联邦众议院未能通过关键 的程序性投票。媒体分析称，这对加密行业来说是一次重大打击。 众议院最终投票结果为196票赞成、223票反对，其中有13名共和党人和民主党一起投票反对该程序性动 议。众议院保守派此前也曾通过否决程序性步骤来表达不满。目前尚不清楚这次投票对法 ...

美股加密货币概念股集体上行，BIT Mining大涨超25%，SharpLink Gaming涨超12%，MARA Holdings 涨近8%，CleanSpark涨超5%，Strategy涨超4%。 ...