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2407 科技日报 2 中英
2025-07-25 00:52

Good morning. QQQs +20bps as GOOGL + NOW were better than expected, and the TSLA call disappointed. Some big earnings moves in Tech the last couple of days: TXN -13% (2nd worst day in 25 years); TEL +12% (best day since '09); STM -13% this morning. 早上好。QQQ 指数上涨 20 个基点,⾕歌(GOOGL)和 ServiceNow(NOW)业绩超 预期,⽽特斯拉(TSLA)电话会议令⼈失望。过去⼏天科技股出现⼤幅波动:德州仪 器(TXN)暴跌 13%(25 年来第⼆⼤单⽇跌幅);泰科电⼦(TEL)暴涨 12%(2009 年以来最佳表现);意法半导体(STM)今早下挫 13%。 Yields are ticking up 3-5bps across the curve. BTC +50bps. 各期限美债收益率普遍上⾏ 3-5 个基点。⽐特币上涨 50 个基点。 We ...