各位兄弟姐妹们，我是帮主郑重，干了20年财经记者，现在更爱跟大家唠唠接地气的投资干货。今儿个咱们不聊虚的，直接上硬菜——7月A股到底咋走？ 哪些板块能吃肉？咱们普通散户该咋操作？ 先给大家吃颗定心丸：券商圈现在基本达成共识，7月A股大概率震荡上行！上证指数刚突破3400点，就像开车上了高速，短期刹车可能性不大。为啥？你 看啊，国内政策暖风频吹，科创板改革、IPO预审阅这些大招，摆明了要给市场输血；国外呢，美联储降息预期升温，中东局势也缓和了，资金正从避险资 产往股市里钻。 不过咱得先搞清楚，这波行情不是普涨，而是结构性机会。啥意思？就像吃火锅，有人爱吃麻辣锅，有人爱菌汤锅，A股7月就是各板块轮流"涮肉"。根据 十大券商的观点，我给大家划三个重点方向： 第一，科技硬菜管够吃。 AI、算力、半导体这些科技股，现在就像刚出锅的毛肚，又嫩又脆。你想啊，三季度科技企业IPO重启，产品催化一个接一个，资金不炒它们炒谁？而且科 创板改革后，未盈利的科技公司也能上市，这相当于给科技板块加了把火。具体咋选？可以盯着光模块、PCB这些海外算力产业链的细分领域，还有国产算 力、机器人这些代表未来趋势的方向。 第二，金融搭台稳军心。 ...

The 10 Best Hotels In Mexico City https://t.co/Splp1EAuBN via @ForbesVetted ...

Key Takeaways ASML Holding N.V. (ASML) is making strong progress with its High-NA EUV (Extreme Ultraviolet) lithography systems, which could shape the future of advanced chipmaking. In the first quarter of 2025, the company shipped its fifth and final NXE:5000 High-NA system. It began delivering the newer NXE:5200 model in the second quarter. These systems are designed to help chipmakers print smaller and more complex features with fewer steps and better yields. Early feedback from major customers like Inte ...

Actually, I don't think it's so much a surprise that it's happening is more like, why did it take so long. And I think a lot of it has to do with higher interest rates, exposing the severity of the imbalances. And from a financial perspective, what we're witnessing right now is an unwind of the capital misallocation going back to 2008 and arguably all the way back to the fall of the Berlin Wall in 1989.And, you know, driving those misallocation one was the the GFC. The United States had the biggest stimulus ...

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As Donald Trump brandishes US export controls on technology as a bargaining chip to wrest supplies of rare earth magnets from Beijing, China is showcasing what it can do without the most advanced American semiconductors https://t.co/cwg7eG55w4 ...

Australia creates more unicorns per dollar invested than any other nation but its startups lag far behind the US and China in funding raised https://t.co/qIkYqXs0hz https://t.co/wzOE1pfOxk ...

🐳 NEW: An early Ethereum ICO participant awakens after 10 years, moving 1 $ETH from a wallet that originally held 1,000 $ETH purchased for $310 during Genesis - now worth $2.44M. https://t.co/NHBgPzUKcK ...

An #Ethereum ICO participant woke up after ~10 years of dormancy and transferred 1 $ETH out an hour ago.He received 1,000 $ETH(costing $310, now worth $2.44M) at #Ethereum Genesis.The ETH ICO price is ~$0.31.https://t.co/RTcdDD48ez https://t.co/hlJKpClkSO ...

Australia creates more unicorns per dollar invested than any other nation but its startups lag far behind the US and China in funding raised https://t.co/EPlZW0x61e ...