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 https://edgen.beta.edgen.tech/zh/news/post/sk-hynix-weighs-05-fee-payout-on-294b-us-listing2026-07-04T05:33:37.678Zdaily1Edgen Stockzh2026-07-04T05:33:37.678+00:00SK海力士拟对294亿美元美国上市支付0.5%承销费https://static.edwealth.ai/news/images/sk-hynix-weighs-05-fee-payout-on-294b-us-listing-20260704.pngSK海力士拟对294亿美元美国上市支付0.5%承销费 https://edgen.beta.edgen.tech/zh/news/post/china-ai-rule-forces-bytedance-alibaba-to-drop-14000-agents2026-07-04T04:03:33.963Zdaily1Edgen Stockzh2026-07-04T04:03:33.963+00:00中国AI新规迫使字节跳动、阿里巴巴下架超1.4万个智能体https://static.edwealth.ai/news/images/china-ai-rule-forces-bytedance-alibaba-to-drop-14000-agents-20260704.png中国AI新规迫使字节跳动、阿里巴巴下架超1.4万个智能体 https://edgen.beta.edgen.tech/zh/news/post/japan-wage-growth-tops-5-for-third-year-backing-boj-rate-path2026-07-04T03:43:22.167Zdaily1Edgen Stockzh2026-07-04T03:43:22.167+00:00日本薪资涨幅连续第三年超5%，支持央行加息路径https://static.edwealth.ai/news/images/japan-wage-growth-tops-5-for-third-year-backing-boj-rate-path-20260704.png日本薪资涨幅连续第三年超5%，支持央行加息路径 https://edgen.beta.edgen.tech/zh/news/post/wclds-equal-weight-rebalancing-turns-10000-into-5744-in-5-years2026-07-04T02:34:14.596Zdaily1Edgen Stockzh2026-07-04T02:34:14.596+00:00WCLD等权再平衡机制：五年间1万美元缩水至5744美元https://static.edwealth.ai/news/images/wclds-equal-weight-rebalancing-turns-10000-into-5744-in-5-years-20260704.pngWCLD等权再平衡机制：五年间1万美元缩水至5744美元 https://edgen.beta.edgen.tech/zh/news/post/johnson-johnson-skips-100b-obesity-market-betting-on-oncology-instead2026-07-04T02:33:03.524Zdaily1Edgen Stockzh2026-07-04T02:33:03.524+00:00强生放弃千亿美元减肥药市场，押注肿瘤学赛道https://static.edwealth.ai/news/images/johnson-johnson-skips-100b-obesity-market-betting-on-oncology-instead-20260704.png强生放弃千亿美元减肥药市场，押注肿瘤学赛道 https://edgen.beta.edgen.tech/zh/news/post/lemonade-stock-surges-24-after-reinsurance-deal-cuts-costs2026-07-04T00:31:47.992Zdaily1Edgen Stockzh2026-07-04T00:31:47.992+00:00Lemonade股价飙升24%，再保险协议降低成本https://static.edwealth.ai/news/images/lemonade-stock-surges-24-after-reinsurance-deal-cuts-costs-20260704.pngLemonade股价飙升24%，再保险协议降低成本 https://edgen.beta.edgen.tech/zh/news/post/iran-warns-of-response-to-mou-violations-as-oil-steadies-near-702026-07-03T23:02:30.690Zdaily1Edgen Stockzh2026-07-03T23:02:30.690+00:00伊朗警告称任何违反谅解备忘录的行为都将遭军事回应，油价持稳于70美元附近https://static.edwealth.ai/news/images/iran-warns-of-response-to-mou-violations-as-oil-steadies-near-70-20260703.png伊朗警告称任何违反谅解备忘录的行为都将遭军事回应，油价持稳于70美元附近 https://edgen.beta.edgen.tech/zh/news/post/sqm-codelco-venture-targets-70-lithium-output-surge-to-470000-tons2026-07-03T21:42:22.440Zdaily1Edgen Stockzh2026-07-03T21:42:22.440+00:00SQM与Codelco合资企业目标：锂产量激增70%至47万吨https://static.edwealth.ai/news/images/sqm-codelco-venture-targets-70-lithium-output-surge-to-470000-tons-20260703.pngSQM与Codelco合资企业目标：锂产量激增70%至47万吨 https://edgen.beta.edgen.tech/zh/news/post/trump-accounts-launch-july-4-with-1000-seed-for-14-million-newborns2026-07-03T21:32:50.206Zdaily1Edgen Stockzh2026-07-03T21:32:50.206+00:00特朗普账户7月4日启动，1400万新生儿每人将获1000美元政府种子资金https://static.edwealth.ai/news/images/trump-accounts-launch-july-4-with-1000-seed-for-14-million-newborns-20260703.png特朗普账户7月4日启动，1400万新生儿每人将获1000美元政府种子资金 https://edgen.beta.edgen.tech/zh/news/post/putin-declares-full-control-of-luhansk-as-russia-presses-4-region-campaign2026-07-03T21:03:34.026Zdaily1Edgen Stockzh2026-07-03T21:03:34.026+00:00普京宣布完全控制卢甘斯克，俄罗斯推进四州战役https://static.edwealth.ai/news/images/putin-declares-full-control-of-luhansk-as-russia-presses-4-region-campaign-20260703.png普京宣布完全控制卢甘斯克，俄罗斯推进四州战役 https://edgen.beta.edgen.tech/zh/news/post/russia-claims-full-control-of-luhansk-2nd-city-in-donetsk-push2026-07-03T20:48:22.996Zdaily1Edgen Stockzh2026-07-03T20:48:22.996+00:00俄罗斯宣称完全控制卢甘斯克，并向顿涅茨克第二大城市推进https://static.edwealth.ai/news/images/russia-claims-full-control-of-luhansk-2nd-city-in-donetsk-push-20260703.png俄罗斯宣称完全控制卢甘斯克，并向顿涅茨克第二大城市推进 https://edgen.beta.edgen.tech/zh/news/post/gold-rallies-2-as-fed-policy-shift-fuels-xauusd-rebound2026-07-03T19:40:41.964Zdaily1Edgen Stockzh2026-07-03T19:40:41.964+00:00美联储政策转向助推黄金反弹，金价涨2%突破关键均线https://static.edwealth.ai/news/images/gold-rallies-2-as-fed-policy-shift-fuels-xauusd-rebound-20260703.png美联储政策转向助推黄金反弹，金价涨2%突破关键均线 https://edgen.beta.edgen.tech/zh/news/post/roches-divarasib-tops-kras-rivals-in-phase-iii-lung-cancer-study2026-07-03T19:39:20.457Zdaily1Edgen Stockzh2026-07-03T19:39:20.457+00:00罗氏divarasib在III期肺癌研究中击败KRAS竞争对手https://static.edwealth.ai/news/images/roches-divarasib-tops-kras-rivals-in-phase-iii-lung-cancer-study-20260703.png罗氏divarasib在III期肺癌研究中击败KRAS竞争对手 https://edgen.beta.edgen.tech/zh/news/post/west-pharma-surges-33-in-2026-as-glp-1-demand-fuels-growth2026-07-03T19:37:01.894Zdaily1Edgen Stockzh2026-07-03T19:37:01.894+00:00West Pharma年内飙升33%，GLP-1需求驱动增长https://static.edwealth.ai/news/images/west-pharma-surges-33-in-2026-as-glp-1-demand-fuels-growth-20260703.pngWest Pharma年内飙升33%，GLP-1需求驱动增长