7396.60亿市值 8218.06亿市值 846.35亿市值 295.71 98.32 780.45 +5.11(+1.76%) +0.71(+0.73%) +1.17(+0.15%) 甲骨文 奈飞 VISA 维萨 6657.78亿市值 6618.04亿市值 5520.43亿市值 237.03 358.67 1297.18 +7.05(+3.07%) +4.45(+1.26%) +12.32(+0.96%) PaG 宝浩 3767.56亿市值 埃克森美孚 万事达 5161.80亿市值 4833.69亿市值 160.69 568.45 112.16 +6.93(+1.23%) -0.51(-0.31%) +1.11(+1.00%) 蟹生 美国银行 s 家得宝 ---- 174 3684.59亿市值 3699.69亿市值 3752.99亿市值 155.98 48.92 371.86 +0.42(+0.27%) +0.01(0.00%) +0.21(+0.43%) t | 联合健康 ASML 阿斯麦 @gg 可口可乐 3126.53亿市值 2798.71亿市值 3068.94亿市值 71.30 308.52 79 ...

金十图示：2025年07月03日（周四）美股热门股票行情一览（美股盘中） +0.13(+0.17%) +0.08(+0.23%) -1.32(-0.29%) 星巴克 穆迦 (inted) 英特尔 Moopy's 1069.98亿市值 981.48亿市值 905.38亿市值 22.50 94.16 503.16 -0.03(-0.03%) +6.04(+1.21%) +0.62(+2.84%) ( 英国石油(US) 820.88亿中值 G 汤森路透 (oul) 戴尔科技 902.26亿市值 855.35亿市值 200.29 126.00 30.98 -0.33(-1.04%) +1.61(+0.81%) +2.52(+2.04%) 力拓(US) 高露洁 PayPal Holdings 棒面式 RioTinto PayPal Inc 751.10亿市值 736.87亿市值 746.61亿市值 76.77 58.76 92.68 +0.28(+0.30%) +0.46(+0.60%) -1.42(-2.36%) 纽蒙特 巴克莱 纽约梅隆银行 * A A 665.85亿市值 662.44亿市值 646.32亿市值 9 ...

JJ: UU +1.50(+0.98%) +0.25(+0.72%) -0.34(-0.07%) 星巴克 6 汤森路透 (inteD) 英特尔 1069.58亿市值 968.36亿市值 898.07亿市值 94.12 22.20 199.36 -0.06(-0.06%) +0.32(+1.46%) +0.68(+0.34%) ( 英国石油(US) 829.36亿中值 穆迪 (beal) 戴尔科技 Meritiv's 897.07亿市值 840.92亿市值 31.30 498.55 123.88 -0.01(-0.02%) +1.43(+0.29%) +0.40(+0.32%) 力拓(US) PayPal Holdings 高露洁 - hav olgate RioTinto PayPal InC 747.53亿市值 742.51亿市值 748.46亿市值 92.24 59.21 76.96 +0.65(+0.85%) -0.16(-0.17%) -0.97(-1.61%) 纽蒙特 巴克莱 > 纽约梅隆银行 * 667.29亿市值 662.24亿市值 647.39亿市值 92.56 59.95 18.27 +0. ...

据港交所文件，6月27日，摩根士丹利在宁德时代(03750.HK) H股的多头持仓比例从7.05%升至8.09%。 ...

本报记者 吴晓璐 受关注 今年以来，中国资产吸引了全球投资者的目光。截至7月2日，年内A股共有883家公司接待外资调研，其中，电子、医药生 物、机械设备行业公司较多，分别有142家、114家和104家。其中，深圳市汇川技术股份有限公司成为今年以来外资关注度最 高的上市公司，年内共迎来67轮调研，合计接待了485家次外资机构。深圳迈瑞生物医疗电子股份有限公司、澜起科技股份有 限公司分别获299家次、173家次外资调研。 中国经济较强的韧性，持续吸引外资关注，这从外资机构对A股上市公司的调研情况中可见一斑。据Wind资讯数据统计， 截至7月2日，今年以来，643家外资机构调研A股公司4835家次，其中，全球头部对冲基金Point72 Asset Management、高盛 （亚洲）证券有限公司调研均超百次。 电子、医药生物、机械设备行业是外资关注度较高的行业。从关注问题来看，今年以来，AI应用、人形机器人布局、创新 药研发、分红和并购计划等成为外资关注的热点话题。 电子、医药生物等领域 多方面因素叠加 中国资产吸引力提升 近日，多家国际投行上调中国经济增长预期。花旗将中国2025年GDP增长预期从4.7%上调至5 ...

金十图示：2025年07月02日（周三）美股热门股票行情一览（美股盘初） -0.64(-0.42%) +0.43(+1.47%) +0.23(+2.29%) 达美航空 易趣 ZA 艺电 A Delta ebav 398.43亿市值 316.14亿市值 349.32亿市值 158.56 75.78 48.42 -0.49(-0.31%) -0.58(-1.19%) -0.33(-0.43%) 细柯钢铁 诺基亚 爱立信 n i 315.16亿市值 291.70亿市值 286.40亿市值 136.58 5.20 8.49 +2.47(+1.84%) -0.03(-0.51%) -0.06(-0.64%) np 239,47亿市值 沃达丰(US) 福克斯-A FOX 261.74亿市值 249.27亿市值 10.70 55.44 25.50 -0.21(-1.97%) -0.53(-0.95%) -0.01(-0.02%) 西部数据 Pinterest Inc-A (FOX) 福克斯-B 238.07亿市值 229.91亿市值 221.73亿市值 35.19 51.13 63.55 -0.49(-1.39%) -0. ...

7419.16亿市值 8029.50亿市值 7812.03亿市值 97.89 782.83 288.93 -0.98(-0.34%) +3.30(+0.42%) +0.11(+0.11%) 甲骨文 奈K VISA 维萨 6152.19亿市值 6529.84亿市值 5473.10亿市值 219.03 353.89 1286.06 -1.16(-0.33%) -53.07(-3.96%) +0.40(+0.18%) PaG 宝浩 3780.34亿市值 埃克森美孚 万事达 5095.92亿市值 4713.88亿市值 561.20 109.38 161.24 -0.74(-0.13%) +1.92(+1.21%) +1.58(+1.47%) 美国银行 蟹生 s | 家得宝 ---- 3764.78亿市值 3763.36亿市值 3622.46亿市值 156.47 378.25 48.09 +3.72(+2.44%) +11.62(+3.17%) +0.78(+1.64%) 联合健康 ASML 阿斯麦 @ggg 可口可乐 l 3120.75亿市值 2945.94亿市值 3086.97亿市值 793.51 71.72 32 ...

7902.21亿市值 7411.13亿市值 8040.75亿市值 289.33 781.98 99.02 +2.45(+0.31%) +1.24(+1.27%) -0.58(-0.20%) 甲骨文 奈飞 VISA 维萨 6516.09亿市值 6181.40亿市值 5680.44亿市值 353.14 220.07 1334.78 -1.91(-0.54%) +1.44(+0.66%) -4.35(-0.32%) P&G 宝浩 3761.49亿市值 埃克森美孚 万博达 5082.93亿市值 4627.26亿市值 559.76 107.37 160.44 -2.17(-0.39%) -0.43(-0.40%) +1.12(+0.70%) 美国银行 蟹生 s 家得宝 3648.10亿市值 3692.24亿市值 3565.67亿市值 153.46 47.34 366.67 +0.70(+0.46%) +0.03(+0.01%) +0.02(+0.04%) 联合健康 0 ASML 阿斯麦 @gg 可口可乐 3082.07亿市值 3114.34亿市值 2844.65亿市值 791.88 313.58 71.61 -9.51 ...

Core Viewpoint - The overall performance of bank stocks has outpaced the market in 2025, with Goldman Sachs (GS.N) and JPMorgan Chase (JPM.N) showing significant gains compared to the S&P 500 index [2][3] Group 1: Bank Performance - Goldman Sachs' stock price has increased by 23% year-to-date, while JPMorgan Chase has risen by 22%, compared to a 5.1% increase in the S&P 500 index [2] - Following the Federal Reserve's "health check" report on the banking system, bank stocks continued to perform strongly, with Goldman Sachs being the largest gainer among the top six U.S. banks, rising 2.5% on Monday [3] - The financial sector ETF, Financial Select Sector SPDR Fund (XLF), also rose by 0.8%, with a year-to-date increase of 8.4% [6] Group 2: Stress Test Results - The Federal Reserve's stress test results indicated that the U.S. banking system remains robust even under simulated recession conditions, with strong pre-provision net revenue (PPNR) and reduced counterparty losses [2] - Analysts noted that Goldman Sachs, Wells Fargo (WFC.N), and M&T Bank (MTB.N) are expected to see a more significant decline in their future capital buffers compared to other banks, potentially allowing for more capital to be released for lending, stock buybacks, or dividends [2][3] - The average common equity tier 1 capital ratio for the 16 largest banks is projected to decline by 100 basis points, with Goldman Sachs experiencing a drop of 240 basis points, the largest among the banks covered by Jefferies [3] Group 3: Analyst Insights - Analysts have indicated that while capital requirements are expected to decrease, it may not lead to immediate large-scale shareholder returns, as banks are likely to observe the new norms before making significant decisions [6] - Some banks may adjust their dividend increases or seek regulatory reviews, which could impact the final capital buffer requirements [5]

Uber 优步 +4.37(+0.95%) +0.38(+1.14%) -1.02(-1.42%) 星巴克 9 汤森路透 (inteD) 英特尔 1041.28亿市值 976.65亿市值 905.69亿市值 22.39 201.05 91.63 -0.48(-0.52%) -0.30(-1.32%) +3.12(+1.58%) 794.54亿市值 穆迪 (beat) 戴尔科技 902.01亿市值 832.07亿市值 501.29 122.57 29.92 +13.26(+2.72%) -1.42(-1.15%) -0.42(-1.38%) 高露洁 力拓(US) PayPal Holdings -- PayPal InC 736.47亿市值 731.22亿市值 722.69亿市值 58.31 90.88 74.31 +2.17(+2.44%) -0.43(-0.73%) +0.67(+0.91%) 巴克莱 * 纽蒙特 > 纽约梅隆银行 651.83亿市值 660.91亿市值 648.38亿市值 18.57 58.26 91.11 -0.07(-0.08%) +1.50(+2.63%) -0.04(-0.19%) ...