SK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落

第一财经07-11 07:27

*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Blackland
07-11 09:08
Blackland
这么贵还有什么买点意义

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2650158528?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-11 07:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2650158528","market":"hk","top_or_hot":-1,"title":"SK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落","media":"第一财经","content":"<div>\n<p>*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607113802313914.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-11 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202607113802313914.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607113802313914.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MCH","symbol_name":"MATTHEWS CHINA ACTIVE ETF","start_time":0,"source_url":"http://finance.eastmoney.com/a/202607113802313914.html","article_id":"2650158528","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607113802313914.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2650158528","pubTimestamp":1783726041,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"*三大股指收高，标普500指数逼近7600点；*中长期美债收益率走高，2年期美债报4.21%；*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。周五美股收高，韩国存储芯片巨头SK海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MCH":"MATTHEWS CHINA ACTIVE ETF","KCAI":"KraneShares China Alpha Index ETF","TTEQ":"T. Rowe Price Technology ETF","EDZ":"新兴市场ETF-Direxion三倍做空","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","MUD":"1倍做空MU ETF-Direxion","SKHY":"SK海力士","FLCH":"Franklin FTSE China ETF","YINN":"三倍做多富时中国ETF-Direxion","CHAU":"2倍做多沪深300ETF-Direxion","FXI":"中国大盘股ETF-iShares","SOXQ":"Invesco PHLX Semiconductor ETF","VGT":"信息技术ETF-Vanguard","KALL":"KraneShares MSCI China All Shares Index ETF","KWEB":"中国海外互联网ETF-KraneShares","DRAM":"Roundhill Memory ETF","IETC":"iShares U.S. Tech Independence Focused ETF","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion","NVD3.UK":"LS 3X NVIDIA","RAM":"2倍做多DRAM ETF-T-REX","CQQQ":"中国科技指数ETF-Guggenheim","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","NVD2.UK":"2X NVIDIA ETP","SOXX":"iShares费城交易所半导体ETF","09747":"南方两倍做多三星电子(美元)","OND":"ProShares On-Demand ETF","NVDS.UK":"LS -1X NVIDIA","XLK":"高科技指数ETF-SPDR","JCHI":"JPMORGAN ACTIVE CHINA ETF","EEMO":"Invesco S&P Emerging Markets Momentum ETF","ASHR":"德银沪深300指数ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","SHOC":"Strive U.S. Semiconductor ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","CNQQ":"Rayliant-ChinaAMC Transformative China Tech ETF","PCCE":"POLEN CAPITAL CHINA GROWTH ETF","2NVD.UK":"2X NVIDIA ETP","YANG":"三倍做空富时中国ETF-Direxion","ASHS":"德银沪深中证500指数ETF","NBCE":"Neuberger Berman China Equity ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","NVDA":"英伟达","AAPL":"苹果","TTTN":"老虎中美互联网巨头ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","DRAG":"中国龙ETF-Roundhill","ESUM":"EVENTIDE US MARKET ETF","HXC":"纳斯达克中国金龙指数","VERS":"PROSHARES METAVERSE ETF"},"translate_title":"SK Hynix Ignites Memory Chip! Nvidia's market capitalization returns to $5 trillion, China concept stocks rise higher and fall back","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c97d17056913481fb59f0f4b716361df","symbols_score_info":{"SOXX":0.6,"XLK":0.6,"YINN":1.5,"AAPL":0.6,"TTEQ":0.6,"EDZ":1.5,"IETC":0.6,"FLCH":1.5,"DRAG":1.5,"2NVD.UK":0.6,"KCAI":1.5,"CQQQ":1.5,"BULZ":1.5,"CHAT":0.6,"YANG":1.5,"JCHI":1.5,"HXC":0.6,"KALL":1.5,"SHOC":0.6,"NVD2.UK":0.6,"SOXQ":0.6,"KWEB":1.5,"FTXL":1.5,"EEMO":1.5,"WTAI":1.5,"09747":1.5,"NVDA":1.5,"ESUM":0.6,"NVD3.UK":0.6,"ASHS":0.6,"VERS":1.5,"OND":1.5,"TTTN":1.5,"MUD":1.5,"CHAU":1.5,"SKHY":1.5,"VGT":0.6,"RAM":1.5,"PTF":1.5,"MCH":1.5,"CNQQ":1.5,"NVDS.UK":0.6,"YMAG":1.5,"MAGY":1.5,"NBCE":1.5,"PCCE":1.5,"DRAM":1.5,"CWEB":0.6,"FXI":1.5,"ASHR":0.6},"content_text":"*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨0.29%，报26281.61点，标普 500指数收涨0.42%，报7575.39点。　　本周道指下跌0.5%，纳指上涨1.7%，标普500指数上涨1.2%。 　　【热门股表现】　　SK海力士美股发行上市引发市场再度聚焦AI主线行情。其ADR开盘价170美元，较149美元发行价高开14%，收盘上涨12.76%，报168.01美元。不过部分交易员担忧，这只新股会分流美光科技等美国本土存储芯片股的市场资金。　　费城半导体指数探底回升跌0.06%，AMD、应用材料涨超2%，迈威尔科技跌超3%。　　存储芯片走强，闪迪涨3.10%，希捷科技涨2.78%，西部数据涨0.78%，不过美光科技跌1.24%。　　Meta大涨近6%，本周累计涨幅接近15%，创下2024年初以来最佳单周表现。公司CEO扎克伯格表示，伴随AI算力需求爆发，公司计划对外出租自有AI算力资源。美银维持 Meta “买入”评级。　　明星科技股分化，英伟达涨4.03%，市值重返5万亿美元。苹果、谷歌和亚马逊小幅走低。 　　莫德纳大跌逾11%，市场担忧新冠相关产品需求持续萎缩，新药管线短期无法兑现业绩。　　纳斯达克中国金龙指数冲高回落跌0.23%，阿里巴巴、京东涨超1%，百度平盘，网易跌超4%。　　【市场概述】　　中东局势方面，据央视新闻报道，沙特方面10日晚有信息显示，消息人士称，美国、伊朗、巴基斯坦和卡塔尔将举行四方通话。截至目前，相关内容暂未有任何相关方证实。　　针对有关“伊朗与美国将于下周举行新一轮谈判”的消息，一名接近伊朗谈判团队的知情人士表示，上述说法并不属实。该知情人士否认了有关“伊斯兰堡谈判筹备工作已经最终敲定”以及“下周将继续举行技术性会谈”的消息，并表示这些消息均为虚假信息，没有任何事实依据。　　本周美伊持续交火，市场一度担忧能源价格持续走高会推升通胀、倒逼美联储加息，压制风险资产估值。　　下周各大美国大型银行将率先披露财报，正式开启二季度财报季。路孚特盈利数据库（LSEG I/B/E/S）数据显示，分析师一致预期标普 500 成分股二季度净利润同比大增24%，科技板块是拉动盈利增长的核心主力。美国合众银行财富管理首席股票策略师特里·桑德文表示：“本季度业绩考核门槛极高，企业容错空间极小。银行业财报将直观反映美国经济底层韧性，以及居民、企业端真实需求状况。”　　尽管大盘逼近历史高点，但得益于市场上调企业盈利预期，标普500当前动态市盈率约20倍，较5月末21倍的估值水平有所回落。　　受益于云厂商大规模算力资本开支预期，芯片股是今年AI牛市最大受益板块；但近期板块估值过高、获利盘了结，导致盘面波动显著放大。　　中长期美债收益率上扬，基准10年期美债上行1.8个基点至4.56%，与利率预期关联密切的2年期美债上行4.6个基点至4.21%。市场一边紧盯中东地缘局势，一边静待下周公布6月CPI通胀数据；6月美联储FOMC会议纪要显示，官员内部对通胀压力的分歧明显扩大。　　【大宗表现】　　国际油价走弱，WTI原油近月合约跌0.93%，报71.41美元/桶，布伦特原油近月合约跌0.38%，报76.01美元/桶。　　贵金属震荡下行，纽约商品交易所7月交割的COMEX黄金期货跌0.64%，报4104.10美元/盎司，COMEX白银期货跌0.94%，报59.80美元/盎司。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":584501924184440,"gmtCreate":1783732094418,"gmtModify":1783732096460,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"authorIdStr":"4160227637143462","idStr":"4160227637143462"},"htmlText":"这么贵还有什么买点意义","listText":"这么贵还有什么买点意义","text":"这么贵还有什么买点意义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584501924184440","repostId":2650158528,"repostType":2,"repost":{"id":"2650158528","kind":"news","pubTimestamp":1783726041,"share":"https://www.laohu8.com/m/news/2650158528?lang=zh_CN&edition=full","pubTime":"2026-07-11 07:27","market":"hk","language":"zh","title":"SK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落","url":"https://stock-news.laohu8.com/highlight/detail?id=2650158528","media":"第一财经","summary":"*三大股指收高，标普500指数逼近7600点；*中长期美债收益率走高，2年期美债报4.21%；*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。周五美股收高，韩国存储芯片巨头SK海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。","content":"<div>\n<p>*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607113802313914.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK海力士点燃存储芯片！英伟达市值重返5万亿美元，中概股冲高回落\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-11 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202607113802313914.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607113802313914.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCH":"MATTHEWS CHINA ACTIVE ETF","KCAI":"KraneShares China Alpha Index ETF","TTEQ":"T. Rowe Price Technology ETF","EDZ":"新兴市场ETF-Direxion三倍做空","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","MUD":"1倍做空MU ETF-Direxion","SKHY":"SK海力士","FLCH":"Franklin FTSE China ETF","YINN":"三倍做多富时中国ETF-Direxion","CHAU":"2倍做多沪深300ETF-Direxion","FXI":"中国大盘股ETF-iShares","SOXQ":"Invesco PHLX Semiconductor ETF","VGT":"信息技术ETF-Vanguard","KALL":"KraneShares MSCI China All Shares Index ETF","KWEB":"中国海外互联网ETF-KraneShares","DRAM":"Roundhill Memory ETF","IETC":"iShares U.S. Tech Independence Focused ETF","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion","NVD3.UK":"LS 3X NVIDIA","RAM":"2倍做多DRAM ETF-T-REX","CQQQ":"中国科技指数ETF-Guggenheim","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","NVD2.UK":"2X NVIDIA ETP","SOXX":"iShares费城交易所半导体ETF","09747":"南方两倍做多三星电子(美元)","OND":"ProShares On-Demand ETF","NVDS.UK":"LS -1X NVIDIA","XLK":"高科技指数ETF-SPDR","JCHI":"JPMORGAN ACTIVE CHINA ETF","EEMO":"Invesco S&P Emerging Markets Momentum ETF","ASHR":"德银沪深300指数ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","SHOC":"Strive U.S. Semiconductor ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","CNQQ":"Rayliant-ChinaAMC Transformative China Tech ETF","PCCE":"POLEN CAPITAL CHINA GROWTH ETF","2NVD.UK":"2X NVIDIA ETP","YANG":"三倍做空富时中国ETF-Direxion","ASHS":"德银沪深中证500指数ETF","NBCE":"Neuberger Berman China Equity ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","NVDA":"英伟达","AAPL":"苹果","TTTN":"老虎中美互联网巨头ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","DRAG":"中国龙ETF-Roundhill","ESUM":"EVENTIDE US MARKET ETF","HXC":"纳斯达克中国金龙指数","VERS":"PROSHARES METAVERSE ETF"},"source_url":"http://finance.eastmoney.com/a/202607113802313914.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650158528","content_text":"*三大股指收高，标普500指数逼近7600点；　　*中长期美债收益率走高，2年期美债报4.21%；　　*Meta本周累计涨幅接近15%，创下2024年初以来最佳单周表现。　　周五美股收高，韩国存储芯片巨头SK 海力士于纳斯达克上市首日行情火爆，提振存储芯片板块市场信心，同时投资者静待下周二季度财报季正式拉开帷幕。截至收盘，道琼斯工业平均指数上涨0.29%，报52637.01点，纳斯达克综合指数上涨0.29%，报26281.61点，标普 500指数收涨0.42%，报7575.39点。　　本周道指下跌0.5%，纳指上涨1.7%，标普500指数上涨1.2%。 　　【热门股表现】　　SK海力士美股发行上市引发市场再度聚焦AI主线行情。其ADR开盘价170美元，较149美元发行价高开14%，收盘上涨12.76%，报168.01美元。不过部分交易员担忧，这只新股会分流美光科技等美国本土存储芯片股的市场资金。　　费城半导体指数探底回升跌0.06%，AMD、应用材料涨超2%，迈威尔科技跌超3%。　　存储芯片走强，闪迪涨3.10%，希捷科技涨2.78%，西部数据涨0.78%，不过美光科技跌1.24%。　　Meta大涨近6%，本周累计涨幅接近15%，创下2024年初以来最佳单周表现。公司CEO扎克伯格表示，伴随AI算力需求爆发，公司计划对外出租自有AI算力资源。美银维持 Meta “买入”评级。　　明星科技股分化，英伟达涨4.03%，市值重返5万亿美元。苹果、谷歌和亚马逊小幅走低。 　　莫德纳大跌逾11%，市场担忧新冠相关产品需求持续萎缩，新药管线短期无法兑现业绩。　　纳斯达克中国金龙指数冲高回落跌0.23%，阿里巴巴、京东涨超1%，百度平盘，网易跌超4%。　　【市场概述】　　中东局势方面，据央视新闻报道，沙特方面10日晚有信息显示，消息人士称，美国、伊朗、巴基斯坦和卡塔尔将举行四方通话。截至目前，相关内容暂未有任何相关方证实。　　针对有关“伊朗与美国将于下周举行新一轮谈判”的消息，一名接近伊朗谈判团队的知情人士表示，上述说法并不属实。该知情人士否认了有关“伊斯兰堡谈判筹备工作已经最终敲定”以及“下周将继续举行技术性会谈”的消息，并表示这些消息均为虚假信息，没有任何事实依据。　　本周美伊持续交火，市场一度担忧能源价格持续走高会推升通胀、倒逼美联储加息，压制风险资产估值。　　下周各大美国大型银行将率先披露财报，正式开启二季度财报季。路孚特盈利数据库（LSEG I/B/E/S）数据显示，分析师一致预期标普 500 成分股二季度净利润同比大增24%，科技板块是拉动盈利增长的核心主力。美国合众银行财富管理首席股票策略师特里·桑德文表示：“本季度业绩考核门槛极高，企业容错空间极小。银行业财报将直观反映美国经济底层韧性，以及居民、企业端真实需求状况。”　　尽管大盘逼近历史高点，但得益于市场上调企业盈利预期，标普500当前动态市盈率约20倍，较5月末21倍的估值水平有所回落。　　受益于云厂商大规模算力资本开支预期，芯片股是今年AI牛市最大受益板块；但近期板块估值过高、获利盘了结，导致盘面波动显著放大。　　中长期美债收益率上扬，基准10年期美债上行1.8个基点至4.56%，与利率预期关联密切的2年期美债上行4.6个基点至4.21%。市场一边紧盯中东地缘局势，一边静待下周公布6月CPI通胀数据；6月美联储FOMC会议纪要显示，官员内部对通胀压力的分歧明显扩大。　　【大宗表现】　　国际油价走弱，WTI原油近月合约跌0.93%，报71.41美元/桶，布伦特原油近月合约跌0.38%，报76.01美元/桶。　　贵金属震荡下行，纽约商品交易所7月交割的COMEX黄金期货跌0.64%，报4104.10美元/盎司，COMEX白银期货跌0.94%，报59.80美元/盎司。（文章来源：第一财经）","news_type":1,"symbols_score_info":{"SOXX":0.6,"XLK":0.6,"YINN":1.5,"AAPL":0.6,"TTEQ":0.6,"EDZ":1.5,"IETC":0.6,"FLCH":1.5,"DRAG":1.5,"2NVD.UK":0.6,"KCAI":1.5,"CQQQ":1.5,"BULZ":1.5,"CHAT":0.6,"YANG":1.5,"JCHI":1.5,"HXC":0.6,"KALL":1.5,"SHOC":0.6,"NVD2.UK":0.6,"SOXQ":0.6,"KWEB":1.5,"FTXL":1.5,"EEMO":1.5,"WTAI":1.5,"09747":1.5,"NVDA":1.5,"ESUM":0.6,"NVD3.UK":0.6,"ASHS":0.6,"VERS":1.5,"OND":1.5,"TTTN":1.5,"MUD":1.5,"CHAU":1.5,"SKHY":1.5,"VGT":0.6,"RAM":1.5,"PTF":1.5,"MCH":1.5,"CNQQ":1.5,"NVDS.UK":0.6,"YMAG":1.5,"MAGY":1.5,"NBCE":1.5,"PCCE":1.5,"DRAM":1.5,"CWEB":0.6,"FXI":1.5,"ASHR":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2650158528","isCrawlerRequest":true}