https://edgen.beta.edgen.tech/zh/news/post/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand2026-07-03T16:03:05.420Zdaily1Edgen Stockzh2026-07-03T16:03:05.420+00:00网络安全支出突破三千亿美元，三只ETF捕捉AI时代需求https://static.edwealth.ai/news/images/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand-20260703.png网络安全支出突破三千亿美元，三只ETF捕捉AI时代需求 https://edgen.beta.edgen.tech/zh/news/post/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-12026-07-03T16:03:04.783Zdaily1Edgen Stockzh2026-07-03T16:03:04.783+00:00瑞银：AI基础设施股回报率碾压超大规模云厂商，比例达6:1https://static.edwealth.ai/news/images/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-1-20260703.png瑞银：AI基础设施股回报率碾压超大规模云厂商，比例达6:1 https://edgen.beta.edgen.tech/zh/news/post/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-20302026-07-03T15:37:06.668Zdaily1Edgen Stockzh2026-07-03T15:37:06.668+00:00艺康完成47.5亿美元CoolIT收购，目标2030年高科技业务销售额达40亿美元https://static.edwealth.ai/news/images/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-2030-20260703.png艺康完成47.5亿美元CoolIT收购，目标2030年高科技业务销售额达40亿美元 https://edgen.beta.edgen.tech/zh/news/post/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally2026-07-03T15:35:00.040Zdaily1Edgen Stockzh2026-07-03T15:35:00.040+00:00iShares韩国与台湾ETF在芯片涨势中飙升逾100%https://static.edwealth.ai/news/images/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally-20260703.pngiShares韩国与台湾ETF在芯片涨势中飙升逾100% https://edgen.beta.edgen.tech/zh/news/post/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence2026-07-03T15:34:21.099Zdaily1Edgen Stockzh2026-07-03T15:34:21.099+00:00Rivian内部人士减持难掩大众10亿美元信心投票https://static.edwealth.ai/news/images/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence-20260703.pngRivian内部人士减持难掩大众10亿美元信心投票 https://edgen.beta.edgen.tech/zh/news/post/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract2026-07-03T15:32:41.267Zdaily1Edgen Stockzh2026-07-03T15:32:41.267+00:00BAE系统牵头合资企业赢得61.4亿美元隐形战斗机合同https://static.edwealth.ai/news/images/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract-20260703.pngBAE系统牵头合资企业赢得61.4亿美元隐形战斗机合同 https://edgen.beta.edgen.tech/zh/news/post/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears2026-07-03T15:03:59.463Zdaily1Edgen Stockzh2026-07-03T15:03:59.463+00:00苹果AI升级意愿降至24%，可折叠iPhone即将登场https://static.edwealth.ai/news/images/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears-20260703.png苹果AI升级意愿降至24%，可折叠iPhone即将登场 https://edgen.beta.edgen.tech/zh/news/post/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields2026-07-03T15:03:43.259Zdaily1Edgen Stockzh2026-07-03T15:03:43.259+00:00宏观研究委员会警告：美国股市面临AI失望情绪和收益率上升两大风险https://static.edwealth.ai/news/images/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields-20260703.png宏观研究委员会警告：美国股市面临AI失望情绪和收益率上升两大风险 https://edgen.beta.edgen.tech/zh/news/post/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores2026-07-03T14:36:03.787Zdaily1Edgen Stockzh2026-07-03T14:36:03.787+00:00沃尔玛携手谷歌Gemini，AI购物代理覆盖4600家门店https://static.edwealth.ai/news/images/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores-20260703.png沃尔玛携手谷歌Gemini，AI购物代理覆盖4600家门店 https://edgen.beta.edgen.tech/zh/news/post/vivendi-faces-fresh-eu-antitrust-charges-over-lagardere-deal2026-07-03T14:32:31.059Zdaily1Edgen Stockzh2026-07-03T14:32:31.059+00:00维旺迪因拉加代尔收购案再遭欧盟反垄断指控https://static.edwealth.ai/news/images/vivendi-faces-fresh-eu-antitrust-charges-over-lagardere-deal-20260703.png维旺迪因拉加代尔收购案再遭欧盟反垄断指控 https://edgen.beta.edgen.tech/zh/news/post/nike-gets-buy-rating-with-25-upside-after-brutal-40-selloff2026-07-03T14:32:26.548Zdaily1Edgen Stockzh2026-07-03T14:32:26.548+00:00耐克获买入评级：经历40%暴跌后有望反弹25%https://static.edwealth.ai/news/images/nike-gets-buy-rating-with-25-upside-after-brutal-40-selloff-20260703.png耐克获买入评级：经历40%暴跌后有望反弹25% https://edgen.beta.edgen.tech/zh/news/post/spacex-starlink-targets-740-billion-mobile-market-with-satellite-phones2026-07-03T14:07:44.708Zdaily1Edgen Stockzh2026-07-03T14:07:44.708+00:00SpaceX星链瞄准七千四百亿美元手机市场，推出卫星直连手机服务https://static.edwealth.ai/news/images/spacex-starlink-targets-740-billion-mobile-market-with-satellite-phones-20260703.pngSpaceX星链瞄准七千四百亿美元手机市场，推出卫星直连手机服务 https://edgen.beta.edgen.tech/zh/news/post/via-transportation-faces-securities-fraud-suit-over-46-ipo-disclosures2026-07-03T14:02:19.105Zdaily1Edgen Stockzh2026-07-03T14:02:19.105+00:00Via Transportation因46美元IPO披露问题面临证券欺诈诉讼https://static.edwealth.ai/news/images/via-transportation-faces-securities-fraud-suit-over-46-ipo-disclosures-20260703.pngVia Transportation因46美元IPO披露问题面临证券欺诈诉讼 https://edgen.beta.edgen.tech/zh/news/post/trump-expects-musk-to-donate-spacex-stock-to-6-million-accounts2026-07-03T13:32:42.972Zdaily1Edgen Stockzh2026-07-03T13:32:42.972+00:00特朗普预计马斯克将向特朗普账户捐赠SpaceX股票https://static.edwealth.ai/news/images/trump-expects-musk-to-donate-spacex-stock-to-6-million-accounts-20260703.png特朗普预计马斯克将向特朗普账户捐赠SpaceX股票 https://edgen.beta.edgen.tech/zh/news/post/trumps-99-israel-approval-claim-risks-alienating-us-jewish-voters2026-07-03T13:17:38.791Zdaily1Edgen Stockzh2026-07-03T13:17:38.791+00:00特朗普声称在以色列支持率99%，恐疏远美国犹太选民https://static.edwealth.ai/news/images/trumps-99-israel-approval-claim-risks-alienating-us-jewish-voters-20260703.png特朗普声称在以色列支持率99%，恐疏远美国犹太选民 https://edgen.beta.edgen.tech/zh/news/post/iran-begins-khamenei-funeral-rites-as-15-million-mourners-expected2026-07-03T13:04:25.780Zdaily1Edgen Stockzh2026-07-03T13:04:25.780+00:00伊朗为哈梅内伊举行葬礼，预计1500万人送行https://static.edwealth.ai/news/images/iran-begins-khamenei-funeral-rites-as-15-million-mourners-expected-20260703.png伊朗为哈梅内伊举行葬礼，预计1500万人送行 https://edgen.beta.edgen.tech/zh/news/post/luxury-used-car-prices-collapse-70-as-chinas-ev-shift-rewrites-auto-economics2026-07-03T13:03:49.791Zdaily1Edgen Stockzh2026-07-03T13:03:49.791+00:00中国豪车二手车价格暴跌70%：电动车浪潮改写汽车经济格局https://static.edwealth.ai/news/images/luxury-used-car-prices-collapse-70-as-chinas-ev-shift-rewrites-auto-economics-20260703.png中国豪车二手车价格暴跌70%：电动车浪潮改写汽车经济格局 https://edgen.beta.edgen.tech/zh/news/post/fed-minutes-to-show-rate-path-as-oils-44-rout-cools-inflation2026-07-03T13:02:59.780Zdaily1Edgen Stockzh2026-07-03T13:02:59.780+00:00美联储会议纪要揭示利率路径：油价暴跌44%冷却通胀https://static.edwealth.ai/news/images/fed-minutes-to-show-rate-path-as-oils-44-rout-cools-inflation-20260703.png美联储会议纪要揭示利率路径：油价暴跌44%冷却通胀 https://edgen.beta.edgen.tech/zh/news/post/ipsen-plans-more-deals-after-700m-memo-acquisition-to-fill-portfolio-gaps2026-07-03T13:02:46.842Zdaily1Edgen Stockzh2026-07-03T13:02:46.842+00:00Ipsen计划更多收购，继7亿欧元收购Memo后填补产品组合缺口https://static.edwealth.ai/news/images/ipsen-plans-more-deals-after-700m-memo-acquisition-to-fill-portfolio-gaps-20260703.pngIpsen计划更多收购，继7亿欧元收购Memo后填补产品组合缺口 https://edgen.beta.edgen.tech/zh/news/post/vgt-slides-5-in-a-week-as-hyperscaler-capex-becomes-h2-2026-focus2026-07-03T12:36:55.084Zdaily1Edgen Stockzh2026-07-03T12:36:55.084+00:00VGT一周下跌5%，超大规模企业资本支出成为2026年下半年焦点https://static.edwealth.ai/news/images/vgt-slides-5-in-a-week-as-hyperscaler-capex-becomes-h2-2026-focus-20260703.pngVGT一周下跌5%，超大规模企业资本支出成为2026年下半年焦点