https://edgen.beta.edgen.tech/zh/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.291Zdaily1Edgen Stockzh2026-07-04T16:33:44.291+00:00SpaceX市值达2.95万亿美元 估值泡沫担忧升温https://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.pngSpaceX市值达2.95万亿美元 估值泡沫担忧升温 https://edgen.beta.edgen.tech/zh/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:01.210Zdaily1Edgen Stockzh2026-07-04T16:33:01.210+00:00Nebius 六月暴涨20%，AI云容量达4 GWhttps://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.pngNebius 六月暴涨20%，AI云容量达4 GW https://edgen.beta.edgen.tech/zh/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.506Zdaily1Edgen Stockzh2026-07-04T16:27:55.506+00:00Sandisk飙升857%：AI存储芯片短缺延至2028年https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.pngSandisk飙升857%：AI存储芯片短缺延至2028年 https://edgen.beta.edgen.tech/zh/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:34.914Zdaily1Edgen Stockzh2026-07-04T15:03:34.914+00:00伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高https://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.png伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高 https://edgen.beta.edgen.tech/zh/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.238Zdaily1Edgen Stockzh2026-07-04T14:06:52.238+00:00SpaceX内部人士自8月6日起可出售44%股份https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.pngSpaceX内部人士自8月6日起可出售44%股份 https://edgen.beta.edgen.tech/zh/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.193Zdaily1Edgen Stockzh2026-07-04T14:04:16.193+00:00野村证券反驳关于存储芯片股的两大看空叙事https://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.png野村证券反驳关于存储芯片股的两大看空叙事 https://edgen.beta.edgen.tech/zh/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.568Zdaily1Edgen Stockzh2026-07-04T14:02:18.568+00:00奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿https://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.png奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿 https://edgen.beta.edgen.tech/zh/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.265Zdaily1Edgen Stockzh2026-07-04T13:35:15.265+00:00美光锁定千亿美元营收，AI内存需求激增https://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.png美光锁定千亿美元营收，AI内存需求激增 https://edgen.beta.edgen.tech/zh/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.701Zdaily1Edgen Stockzh2026-07-04T13:05:21.701+00:00中东停火协议提振旅游需求，两只旅游股上涨https://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png中东停火协议提振旅游需求，两只旅游股上涨 https://edgen.beta.edgen.tech/zh/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:29.172Zdaily1Edgen Stockzh2026-07-04T13:03:29.172+00:00标普500前十大权重股占比达40%，加剧集中度风险https://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.png标普500前十大权重股占比达40%，加剧集中度风险 https://edgen.beta.edgen.tech/zh/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.233Zdaily1Edgen Stockzh2026-07-04T13:03:14.233+00:00金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后https://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.png金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后 https://edgen.beta.edgen.tech/zh/news/post/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push2026-07-04T12:34:35.172Zdaily1Edgen Stockzh2026-07-04T12:34:35.172+00:00博通与OpenAI联合发布Jalapeño芯片，AI定制芯片季度收入达160亿美元https://static.edwealth.ai/news/images/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push-20260704.png博通与OpenAI联合发布Jalapeño芯片，AI定制芯片季度收入达160亿美元 https://edgen.beta.edgen.tech/zh/news/post/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally2026-07-04T11:03:14.232Zdaily1Edgen Stockzh2026-07-04T11:03:14.232+00:00道指目标55000点，标普500剑指8000点——关税风险考验牛市行情https://static.edwealth.ai/news/images/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally-20260704.png道指目标55000点，标普500剑指8000点——关税风险考验牛市行情 https://edgen.beta.edgen.tech/zh/news/post/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal2026-07-04T10:02:34.376Zdaily1Edgen Stockzh2026-07-04T10:02:34.376+00:00大陆集团以40亿欧元将ContiTech出售给孤星基金，完成业务分拆交易https://static.edwealth.ai/news/images/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal-20260704.png大陆集团以40亿欧元将ContiTech出售给孤星基金，完成业务分拆交易 https://edgen.beta.edgen.tech/zh/news/post/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens2026-07-04T09:43:26.525Zdaily1Edgen Stockzh2026-07-04T09:43:26.525+00:00GPU服务器成本周涨40%，英伟达供应链持续收紧https://static.edwealth.ai/news/images/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens-20260704.pngGPU服务器成本周涨40%，英伟达供应链持续收紧 https://edgen.beta.edgen.tech/zh/news/post/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance2026-07-04T09:43:15.665Zdaily1Edgen Stockzh2026-07-04T09:43:15.665+00:00安联首席经济学家警告：3600亿美元AI资本支出周期显现非理性繁荣https://static.edwealth.ai/news/images/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance-20260704.png安联首席经济学家警告：3600亿美元AI资本支出周期显现非理性繁荣 https://edgen.beta.edgen.tech/zh/news/post/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd2026-07-04T08:47:43.767Zdaily1Edgen Stockzh2026-07-04T08:47:43.767+00:00英法联手阿曼确保霍尔木兹海峡安全，石油日流量突破1000万桶https://static.edwealth.ai/news/images/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd-20260704.png英法联手阿曼确保霍尔木兹海峡安全，石油日流量突破1000万桶 https://edgen.beta.edgen.tech/zh/news/post/warsh-joins-3-central-bankers-in-rejecting-forward-guidance2026-07-04T08:43:31.570Zdaily1Edgen Stockzh2026-07-04T08:43:31.570+00:00沃什与三位央行行长共同摒弃前瞻性指引https://static.edwealth.ai/news/images/warsh-joins-3-central-bankers-in-rejecting-forward-guidance-20260704.png沃什与三位央行行长共同摒弃前瞻性指引 https://edgen.beta.edgen.tech/zh/news/post/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead2026-07-04T07:32:54.729Zdaily1Edgen Stockzh2026-07-04T07:32:54.729+00:00伯克希尔3970亿美元现金储备：阿贝尔时代预示更多交易将至https://static.edwealth.ai/news/images/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead-20260704.png伯克希尔3970亿美元现金储备：阿贝尔时代预示更多交易将至 https://edgen.beta.edgen.tech/zh/news/post/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels2026-07-04T06:47:42.568Zdaily1Edgen Stockzh2026-07-04T06:47:42.568+00:00伊朗警告英法勿干涉霍尔木兹海峡，原油日流量回升逼近千万桶https://static.edwealth.ai/news/images/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels-20260704.png伊朗警告英法勿干涉霍尔木兹海峡，原油日流量回升逼近千万桶