A recent selloff in AI-linked stocks offers opportunities for investors across the hardware, internet and energy sectors, according to analysts.
盘后总结
01主要指数盘后表现为：标普 500+0.36%，纳斯达克综合指数+0.14%，道琼斯工业平均指数-0.56%，罗素 2000+1.12%，盘面强弱需要结合板块与个股分化观察。
02重点股票中，波动较大的标的包括：SNDK+35.38%，WDC+17.15%，MU+10.72%，DDOG+9.20%，反映资金在科技、ETF 与权重股之间重新定价。
03市场温度方面，估值温度67°，PE 百分位75%，恐慌贪婪指数65 · 贪婪，可用于观察估值、风险偏好和市场情绪所处位置。
04美债利率方面，5Y4.36%，10Y4.68%，20Y5.25%，30Y5.25%，利率水平仍是观察成长股估值和风险偏好的关键背景。
05汇率和加密资产方面，美元 / 人民币-0.23%，比特币-1.72%，以太坊+0.34%，SOL / USDT-1.23%，可作为美元流动性和风险资产偏好的辅助观察。
06今日共聚合 12 条主要财经新闻，来源包括 Yahoo Finance、MarketWatch、CNBC Markets、NYTimes Business、U.S. Treasury、multpl.com、CNN Business。
07本页为盘后信息整理，重点呈现指数、重点股票、估值温度、利率和主要新闻的同屏复盘。
08若部分实时行情源返回延迟或空值，系统会保留可用数据并在下次自动生成时继续刷新。
来源：Yahoo Finance、MarketWatch、CNBC Markets、NYTimes Business、U.S. Treasury、multpl.com、CNN Business
主要新闻
OpenAI's C-suite turnover gives investors another reason for concern as the company pushes toward a mammoth IPO.
The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, our columnist says, yet Wall Street is doubling down.
Berkshire Hathaway has upped its bet on the U.S. housing market, and also boosted its stakes in Alphabet and Delta Air Lines.
Berkshire owned about 106 million shares in the parent of Google, worth $37.9 billion at the end of June, according to a regulatory filing released Friday.
The U.S. is looking to scale defense manufacturing and chip away at China's drone dominance.
AI’s infrastructure boom is increasingly being funded through bonds, leases and private capital, while leveraged investors add another layer of market risk.
The latest Consumer Price Index report helped to reinforce the patient approach adopted by many officials at the Federal Reserve about raising rates, but it has not resolved the debate altogether.
The moves come after the latest retail sales figures missed expectations and the U.S. said its naval blockade of Iranian ports could continue "indefinitely."
Global companies are increasingly tapping Chinese technology for its growing capabilities and scale, even as geopolitical risks remain.
Nvidia and Intel recently tapped the bank to help them meeting soaring demand for compute.
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