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机构实地调研：台积电赢了现在的CPO，三星在押注下一场
机构实地调研：台积电赢了现在的CPO，三星在押注下一场
美国股市是否正在变得“大而不能倒”（Too Big to Fail）？
美国股市是否正在变得“大而不能倒”（Too Big to Fail）？
三星电子将龙仁首座芯片厂投产提前至2029年，比原计划早1-2年
三星电子将龙仁首座芯片厂投产提前至2029年，比原计划早1-2年
美银Hartnett：日本银行股是“全球避险情绪领先指标”，下半年有“四大逆向交易机会”
美银Hartnett：日本银行股是“全球避险情绪领先指标”，下半年有“四大逆向交易机会”
财报季、沃什和美国通胀--美联储和市场将走向何方？下周“初见端倪”！
财报季、沃什和美国通胀--美联储和市场将走向何方？下周“初见端倪”！
全球市场步入“动荡之夏”：警惕美联储变局、日元危机和财报季大考
全球市场步入“动荡之夏”：警惕美联储变局、日元危机和财报季大考
美军称开始对伊朗发动一周内第三轮打击，此前伊朗革命卫队宣布关闭霍尔木兹海峡
美军称开始对伊朗发动一周内第三轮打击，此前伊朗革命卫队宣布关闭霍尔木兹海峡
智谱创始人唐杰发布内部信：将开启 Touch High（摸高）计划，“不登顶，就是失败”
智谱创始人唐杰发布内部信：将开启 Touch High（摸高）计划，“不登顶，就是失败”
美国市场SK海力士杠杆ETF即将上市，究竟哪些投资者适合买？
美国市场SK海力士杠杆ETF即将上市，究竟哪些投资者适合买？
阿斯利康试验失败引发更大疑问：其管线溢价是否正变得更加脆弱？
阿斯利康试验失败引发更大疑问：其管线溢价是否正变得更加脆弱？
过去两年规模几乎翻倍，美国ETF“火的发烫”
过去两年规模几乎翻倍，美国ETF“火的发烫”
1个月上涨25%后，美国生物医药板块周五重挫
1个月上涨25%后，美国生物医药板块周五重挫
特朗普：1000枚导弹已瞄准伊朗
特朗普：1000枚导弹已瞄准伊朗
美股处于“极度脆弱”的时候，财报季开启了
美股处于“极度脆弱”的时候，财报季开启了
财报前瞻｜台积电本季度营收预计增29.05%，机构观点偏乐观
财报前瞻｜台积电本季度营收预计增29.05%，机构观点偏乐观
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14:09","pubTimestamp":1783836566,"startTime":"0","endTime":"0","summary":"台积电凭借博通、英伟达的交换机CPO产品率先商业化落地；三星则另辟蹊径，布局将HBM、逻辑芯片与硅光芯片整合于同一封装的2.xD方案，瞄准AI计算封装的光学I/O赛道。三星的\"三位一体\"垂直整合是潜在优势，但良率挑战与商业化时间表仍是最大变数。订单落地，才是检验胜负的唯一标准。","market":"fut","thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TSM","EMC","CGGO","TSMZ","TSMX","TTEQ","KNOW","CNEQ","STSM","AVEM","TSMG","FDTX","SPWO","TEK","CORO","WUGI","UMMA","MEMX","ASIA","AVXC","SMH","03145","TSMU","AIQ","CWI","EMM","CGDG","BAI","AVSE","CGIC","SPTE","CGNG","TSMY"],"symbols_score_info":{"EMC":0.6,"CGGO":0.6,"TSMZ":0.6,"TSMX":0.6,"TTEQ":0.6,"KNOW":0.6,"CNEQ":0.6,"STSM":0.6,"AVEM":0.6,"TSMG":0.6,"FDTX":0.6,"SPWO":0.6,"TEK":0.6,"CORO":0.6,"WUGI":0.6,"UMMA":0.6,"MEMX":0.6,"ASIA":0.6,"AVXC":0.6,"SMH":0.6,"03145":0.6,"TSMU":0.6,"AIQ":0.6,"TSM":1.96,"CWI":0.6,"EMM":0.6,"CGDG":0.6,"BAI":0.6,"AVSE":0.6,"CGIC":0.6,"SPTE":0.6,"CGNG":0.6,"TSMY":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1169880450","title":"美国股市是否正在变得“大而不能倒”（Too 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11:14","pubTimestamp":1783826078,"startTime":"0","endTime":"0","summary":"要点一些分析师和策略师开始质疑，美国股市是否已经变得“大到不能倒”，并且在经济中的地位已经重要到无法容忍其长期下跌。在一个越来越依赖最富裕美国人消费支撑的经济体系中，越来越多的人开始思考：美国股市是否正在变得“大而不能倒”。这一趋势在新冠疫情初期达到高峰，当时美联储甚至通过中介机构支持信用债ETF的购买。这也是为什么在2023年3月硅谷银行倒闭后，美联储迅速采取行动。他并不认为美联储会直接出手托举股市。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b8e36ce92f287fc36c3ff29d12fa2c41","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/b8e36ce92f287fc36c3ff29d12fa2c41"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".SPX","SPYQ","SPDN","SPXS","VOO","SPYH","SMAX","SPXL","YSPY","HIBL","SDS","DMAX","SH","IVV","SPY","SPYU","SPYM","SPXU","SPUU","MMAX","SSO","UPRO"],"symbols_score_info":{"SPYQ":0.6,"SPDN":0.6,"SPXS":0.6,"VOO":0.6,"SPYH":0.6,"SMAX":0.6,".SPX":2,"SPXL":0.6,"YSPY":0.6,"HIBL":0.6,"SDS":0.6,"DMAX":0.6,"SH":0.6,"IVV":0.6,"SPY":0.6,"SPYU":0.6,"SPYM":0.6,"SPXU":0.6,"SPUU":0.6,"MMAX":0.6,"SSO":0.6,"UPRO":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2650157241","title":"三星电子将龙仁首座芯片厂投产提前至2029年，比原计划早1-2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2650157241","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2650157241?lang=zh_cn&edition=full","pubTime":"2026-07-12 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18:12","pubTimestamp":1783764774,"startTime":"0","endTime":"0","summary":"要点SK海力士股票已于7月10日在纳斯达克上市，多家机构计划在7月13日当周推出与该股挂钩的杠杆型和反向ETF。接下来登场的，将是一系列提供SK海力士杠杆敞口的交易所交易基金。因此，对于希望长期持有SK海力士的投资者而言，与其购买杠杆ETF，不如直接投资刚刚在纳斯达克上市的SK海力士股票。此外，市场上也已经存在一些持有SK海力士韩国本土上市股票的ETF，同样值得关注。","market":"us","thumbnail":"https://community-static.tradeup.com/news/04659913a40acc97b3fef1bea0a7d094","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/04659913a40acc97b3fef1bea0a7d094"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPCF","KF","SKHYV","GGLL","EWY","KMEM","DRAM","NVDL"],"symbols_score_info":{"SPCF":2,"KF":2,"SKHYV":2,"GGLL":2,"EWY":2,"KMEM":2,"DRAM":2,"NVDL":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1190311232","title":"阿斯利康试验失败引发更大疑问：其管线溢价是否正变得更加脆弱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1190311232","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1190311232?lang=zh_cn&edition=full","pubTime":"2026-07-11 16:18","pubTimestamp":1783757910,"startTime":"0","endTime":"0","summary":"要点阿斯利康周四公布了一项罕见的临床试验失败，股价下跌6%，创下两年多来最大单日跌幅。阿斯利康的Wainua晚期试验失败，此前外界从未预期会对公司产生重大财务影响。阿斯利康发言人不予进一步评论股价反应。投资者可能并非仅仅从模型中剔除部分Wainua的销售额，而是在重新评估他们对阿斯利康更广泛管线及执行力的信心。","market":"us","thumbnail":"https://community-static.tradeup.com/news/f40ba7324309063a0b76ed5c43bf7597","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/f40ba7324309063a0b76ed5c43bf7597"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AZN"],"symbols_score_info":{"AZN":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2650554541","title":"过去两年规模几乎翻倍，美国ETF“火的发烫”","url":"https://stock-news.laohu8.com/highlight/detail?id=2650554541","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2650554541?lang=zh_cn&edition=full","pubTime":"2026-07-11 15:13","pubTimestamp":1783753983,"startTime":"0","endTime":"0","summary":"美国ETF行业正经历史无前例的扩张，2026年资产规模逼近16万亿美元，年内净流入破万亿。主动型ETF包揽四成资金，杠杆ETF成交量激增50%放大流动性。精准化集中主题ETF崛起，美股科技与半导体成核心驱动力。","market":"sg","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["FDN"],"symbols_score_info":{"FDN":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2650155620","title":"1个月上涨25%后，美国生物医药板块周五重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2650155620","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2650155620?lang=zh_cn&edition=full","pubTime":"2026-07-11 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