https://news.biyapay.com/news/analysis/13612 BiyaPay News zh 2026-07-28T23:09:12+08:00 捷蓝航空与普惠达成发动机维护新协议，成本优化能否提升盈利能见度？ https://news.biyapay.com/news/analysis/13611 BiyaPay News zh 2026-07-28T22:40:04+08:00 美联储7月会议按兵不动，9月降息概率几何？ https://news.biyapay.com/news/analysis/13610 BiyaPay News zh 2026-07-28T22:40:02+08:00 WhatsApp网页通话上线在即，Meta能否靠AI芯片突破监管与变现瓶颈？ https://news.biyapay.com/news/analysis/13609 BiyaPay News zh 2026-07-28T22:38:58+08:00 PayPal联手亚马逊进军德奥BNPL，欧洲支付格局将如何重构？ https://news.biyapay.com/news/analysis/13608 BiyaPay News zh 2026-07-28T21:40:45+08:00 摩根士丹利推0.14%以太坊/Solana ETF，费率战升级？ https://news.biyapay.com/news/analysis/13607 BiyaPay News zh 2026-07-28T21:40:43+08:00 波音737-7即将获FAA认证，能否扭转商用飞机现金流困局？ https://news.biyapay.com/news/analysis/13606 BiyaPay News zh 2026-07-28T21:39:39+08:00 美阿启动AI军事合作，国防AI赛道迎来新机遇？ https://news.biyapay.com/news/analysis/13605 BiyaPay News zh 2026-07-28T21:39:37+08:00 美国零售销售年率升至8.1%：高利率下消费韧性是否可持续？ https://news.biyapay.com/news/analysis/13604 BiyaPay News zh 2026-07-28T21:39:35+08:00 银诺医药青少年肥胖Ib期首例给药，安全性如何？ https://news.biyapay.com/news/analysis/13603 BiyaPay News zh 2026-07-28T21:12:26+08:00 特朗普称“不想更新USMCA”，2026年审查窗口前释放什么信号？ https://news.biyapay.com/news/analysis/13602 BiyaPay News zh 2026-07-28T21:11:22+08:00 USMCA审查窗口开启，特朗普称“对美国不重要”：北美供应链风险升级？ https://news.biyapay.com/news/analysis/13601 BiyaPay News zh 2026-07-28T21:11:20+08:00 特朗普扬言新关税“不伤经济”，2026年贸易摩擦再升级？ https://news.biyapay.com/news/analysis/13600 BiyaPay News zh 2026-07-28T21:11:18+08:00 特朗普称“只许美方批准船只过海峡”，霍尔木兹通行风险再升温？ https://news.biyapay.com/news/analysis/13599 BiyaPay News zh 2026-07-28T21:10:14+08:00 特朗普称伊朗“基本同意弃核”，可信度几何？ https://news.biyapay.com/news/analysis/13598 BiyaPay News zh 2026-07-28T21:10:12+08:00 特斯拉锁定140 MWac德州光伏产能，2029年投运将如何重塑能源护城河？ https://news.biyapay.com/news/analysis/13597 BiyaPay News zh 2026-07-28T21:09:08+08:00 中视金桥更名金桥集团控股：转型信号明确，但业务实质待验证？ https://news.biyapay.com/news/analysis/13596 BiyaPay News zh 2026-07-28T20:41:00+08:00 iPhone 17 Pro租赁上线：苹果硬件收入模式转向服务化，投资者该重估AAPL估值逻辑吗？ https://news.biyapay.com/news/analysis/13595 BiyaPay News zh 2026-07-28T20:40:59+08:00 苹果推硬件租赁：是打开新收入引擎，还是压低短期利润？ https://news.biyapay.com/news/analysis/13594 BiyaPay News zh 2026-07-28T20:40:57+08:00 苹果推硬件租赁计划，iPhone月租17.99美元起，服务化转型加速？ https://news.biyapay.com/news/analysis/13593 BiyaPay News zh 2026-07-28T20:39:53+08:00 中国与联合国高层会晤：多边主义承压下，合作能否落地为机制性成果？ https://news.biyapay.com/news/analysis/13592 BiyaPay News zh 2026-07-28T20:38:49+08:00 AWS豪掷4.1亿美元押注“自我改进AI”，云厂商正争夺下一代AI研发主导权？ https://news.biyapay.com/news/analysis/13591 BiyaPay News zh 2026-07-28T20:09:41+08:00 欧佩克+9月增产18.8万桶/日，地缘风险下实际供应能否跟上？ https://news.biyapay.com/news/analysis/13590 BiyaPay News zh 2026-07-28T20:09:39+08:00 德永佳控股股东增持近千万港元，消费回暖前估值修复机会来了？ https://news.biyapay.com/news/analysis/13589 BiyaPay News zh 2026-07-28T19:39:28+08:00 葛兰素史克Q2超预期：乙肝新药在华合作如何打开增长新空间？ https://news.biyapay.com/news/analysis/13588 BiyaPay News zh 2026-07-28T19:09:18+08:00 瑞银下调亚马逊目标价至305美元：AI资本开支见顶信号？ https://news.biyapay.com/news/qna/2459 BiyaPay News zh 2026-07-28T18:43:38+08:00 AI半导体回调还能关注吗？资本开支放缓和HBM需求怎么看？ https://news.biyapay.com/news/qna/2458 BiyaPay News zh 2026-07-28T18:38:53+08:00 AI循环融资是什么意思？为什么市场担心英伟达和OpenAI绑定太深？ https://news.biyapay.com/news/qna/2457 BiyaPay News zh 2026-07-28T18:34:03+08:00 CapEx和自由现金流有什么关系？AI股财报该看哪些指标？ https://news.biyapay.com/news/qna/2456 BiyaPay News zh 2026-07-28T18:25:36+08:00 供应商融资是什么？英伟达支持OpenAI会不会放大AI泡沫风险？ https://news.biyapay.com/news/analysis/13587 BiyaPay News zh 2026-07-28T18:21:41+08:00 英伟达股价下跌背后：OpenAI融资争议会动摇AI芯片需求吗？ https://news.biyapay.com/news/analysis/13586 BiyaPay News zh 2026-07-28T18:11:12+08:00 Apple重回全球市值第一，低AI支出路线为何压过Nvidia？ https://news.biyapay.com/news/analysis/13585 BiyaPay News zh 2026-07-28T18:09:05+08:00 Hyperliquid上SK海力士合约异常，谁该为合成资产风险负责？ https://news.biyapay.com/news/analysis/13584 BiyaPay News zh 2026-07-28T17:50:32+08:00 Amazon财报前瞻：AI资本开支压力升温，AWS利润率能否支撑AMZN股价？ https://news.biyapay.com/news/analysis/13583 BiyaPay News zh 2026-07-28T17:33:17+08:00 Meta Q2财报前瞻：AI资本开支高企，广告增长和算力出租能否支撑META股价？ https://news.biyapay.com/news/analysis/13582 BiyaPay News zh 2026-07-28T17:08:51+08:00 日本九州7.1级地震后海啸预警解除，供应链扰动影响几何？ https://news.biyapay.com/news/qna/2455 BiyaPay News zh 2026-07-28T16:49:55+08:00 微软加码AI基础设施，Azure增长能支撑MSFT估值吗？ https://news.biyapay.com/news/analysis/13581 BiyaPay News zh 2026-07-28T16:39:43+08:00 意大利非欧盟贸易顺差两连降，出口韧性还撑得住吗？ https://news.biyapay.com/news/analysis/13580 BiyaPay News zh 2026-07-28T16:38:39+08:00 美股期货分化加剧：科技股承压与24/5交易新范式共振 https://news.biyapay.com/news/qna/2454 BiyaPay News zh 2026-07-28T16:30:58+08:00 Alphabet资本开支继续上调，Google股价为何反而承压？ https://news.biyapay.com/news/qna/2453 BiyaPay News zh 2026-07-28T16:21:40+08:00 AI资本开支过热了吗？美股AI股为何开始担心回报率？ https://news.biyapay.com/news/qna/2452 BiyaPay News zh 2026-07-28T16:09:45+08:00 AI资本开支是什么意思？为什么会影响美股AI股？ https://news.biyapay.com/news/analysis/13579 BiyaPay News zh 2026-07-28T16:09:31+08:00 DigitalX减持80枚BTC换2100万美元现金，企业比特币策略为何分化？ https://news.biyapay.com/news/qna/2451 BiyaPay News zh 2026-07-28T16:02:28+08:00 Meta、微软、苹果财报前瞻：AI资本开支会继续压制科技股吗？ https://news.biyapay.com/news/qna/2450 BiyaPay News zh 2026-07-28T15:51:27+08:00 AI资本开支越高，存储芯片供应链为什么反而更容易波动？ https://news.biyapay.com/news/qna/2449 BiyaPay News zh 2026-07-28T15:43:18+08:00 AI服务器拉动DRAM需求，长鑫科技扩产会让存储周期降温吗？ https://news.biyapay.com/news/qna/2448 BiyaPay News zh 2026-07-28T15:38:10+08:00 AI资本开支逻辑没变，为什么长鑫科技消息会压制存储股？ https://news.biyapay.com/news/qna/2447 BiyaPay News zh 2026-07-28T15:20:29+08:00 AI资本开支扩张下，长鑫科技会改变全球存储芯片定价吗？ https://news.biyapay.com/news/analysis/13578 BiyaPay News zh 2026-07-28T14:39:11+08:00 巴克莱上调2026年收入目标至315亿英镑，投行业务能否持续领跑？ https://news.biyapay.com/news/analysis/13577 BiyaPay News zh 2026-07-28T14:39:09+08:00 巴克莱Q2利润暴增31%：投行驱动+23亿英镑返还，估值修复启动？ https://news.biyapay.com/news/analysis/13576 BiyaPay News zh 2026-07-28T13:39:57+08:00 梅赛德斯-奔驰Q2利润增15%但营收下滑，中国疲软成最大变量？ https://news.biyapay.com/news/analysis/13575 BiyaPay News zh 2026-07-28T13:38:53+08:00 中国商务部发布产能立场文件：全球供应链重构下的投资新逻辑 https://news.biyapay.com/news/analysis/13574 BiyaPay News zh 2026-07-28T13:08:45+08:00 花旗喊出4500美元黄金目标，两大前提兑现概率几何？ https://news.biyapay.com/news/analysis/13573 BiyaPay News zh 2026-07-28T12:39:36+08:00 纽蒙特目标价下调至168美元：高金价为何难撑估值？ https://news.biyapay.com/news/analysis/13572 BiyaPay News zh 2026-07-28T11:09:16+08:00 日本财政大臣重申央行法协调原则，2026下半年政策组合拳将如何落地？ https://news.biyapay.com/news/analysis/13571 BiyaPay News zh 2026-07-28T10:39:07+08:00 日本企业赴美投资将改用美国银行融资？2026年新路径影响哪些美股板块 https://news.biyapay.com/news/analysis/13570 BiyaPay News zh 2026-07-28T10:08:59+08:00 菲律宾央行首次承认干预比索，新兴市场汇率博弈升级？ https://news.biyapay.com/news/analysis/13569 BiyaPay News zh 2026-07-28T10:08:57+08:00 日本减税讨论升温，2027财年会否落地精准刺激？ https://news.biyapay.com/news/analysis/13568 BiyaPay News zh 2026-07-28T08:38:40+08:00 云知声语音大模型全球多语种升级，出海机会来了吗？ https://news.biyapay.com/news/analysis/13567 BiyaPay News zh 2026-07-28T08:09:32+08:00 波音737 MAX座椅缺陷再曝，FAA强制整改影响几何？ https://news.biyapay.com/news/analysis/13566 BiyaPay News zh 2026-07-28T08:09:30+08:00 波音737 MAX再曝座椅缺陷：质量信任危机卷土重来？ https://news.biyapay.com/news/analysis/13565 BiyaPay News zh 2026-07-28T07:40:20+08:00 美国301关税再加码，真不影响经济吗？ https://news.biyapay.com/news/analysis/13564 BiyaPay News zh 2026-07-28T07:39:16+08:00 强生55亿美元和解滑石粉诉讼：95%原告同意成关键？ https://news.biyapay.com/news/analysis/13563 BiyaPay News zh 2026-07-28T07:39:14+08:00 2026年银行年中会议定调：资产负债管理与数智化转型如何破局净息差收窄？ https://news.biyapay.com/news/analysis/13562 BiyaPay News zh 2026-07-28T06:39:01+08:00 基本半导体1.93亿元碳化硅封装产线落地，能否打开国产模块突围窗口？ https://news.biyapay.com/news/analysis/13561 BiyaPay News zh 2026-07-28T06:38:59+08:00 美伊“友好谈判”引爆油价跳水，81.68美元是短期压力位还是中期拐点？ https://news.biyapay.com/news/analysis/13560 BiyaPay News zh 2026-07-28T04:38:37+08:00 瑞安航空押注AWS智能体AI，低成本航司数字化进入新阶段？ https://news.biyapay.com/news/analysis/13559 BiyaPay News zh 2026-07-28T04:09:28+08:00 沙特指控伊拉克袭击石油设施，是真凭实据还是地缘博弈新棋？ https://news.biyapay.com/news/analysis/13558 BiyaPay News zh 2026-07-28T03:39:18+08:00 特朗普政府提请最高法院裁决邮寄投票限制，2026中期选举规则将如何变？ https://news.biyapay.com/news/analysis/13557 BiyaPay News zh 2026-07-28T02:09:01+08:00 AI市场修正成主要信用风险：惠誉首次纳入评级框架 https://news.biyapay.com/news/analysis/13556 BiyaPay News zh 2026-07-28T01:40:53+08:00 美联储RRP单日翻倍至13.8亿，是流动性紧张信号还是技术性波动？ https://news.biyapay.com/news/analysis/13555 BiyaPay News zh 2026-07-28T01:40:51+08:00 美国SPR库存创43年新低：油价尾部风险是否被低估？ https://news.biyapay.com/news/analysis/13554 BiyaPay News zh 2026-07-28T01:39:47+08:00 美元多头+英镑空头，政策分化下谁胜出？ https://news.biyapay.com/news/analysis/13553 BiyaPay News zh 2026-07-28T01:39:45+08:00 美国制裁清单首次批量移除84主体，精细化治理时代来临？ https://news.biyapay.com/news/analysis/13552 BiyaPay News zh 2026-07-28T01:38:41+08:00 韩巴关键矿产合作落地，电池供应链格局将如何重构？ https://news.biyapay.com/news/analysis/13551 BiyaPay News zh 2026-07-28T01:10:33+08:00 LVMH美国市场双引擎增长，能否对冲全球疲软？ https://news.biyapay.com/news/analysis/13550 BiyaPay News zh 2026-07-28T01:09:29+08:00 特朗普喊话美联储降息，7月会议会否转向？ https://news.biyapay.com/news/analysis/13549 BiyaPay News zh 2026-07-28T01:09:27+08:00 美伊谈判重启在即，油价与黄金如何定价“和平红利”？ https://news.biyapay.com/news/analysis/13548 BiyaPay News zh 2026-07-28T00:39:17+08:00 特朗普愿与伊朗会面，是破冰信号还是选举话术？ https://news.biyapay.com/news/analysis/13547 BiyaPay News zh 2026-07-28T00:10:09+08:00 巴卡突访多哈谈安全，中巴经济走廊风险会降温吗？ https://news.biyapay.com/news/analysis/13546 BiyaPay News zh 2026-07-28T00:09:05+08:00 AWS HealthOmics登陆东京：日本精准医疗上云的关键一步？ https://news.biyapay.com/news/analysis/13545 BiyaPay News zh 2026-07-27T22:40:47+08:00 美光科技巨鲸浮亏110万后加仓2186万美元，是抄底还是接飞刀？ https://news.biyapay.com/news/analysis/13544 BiyaPay News zh 2026-07-27T22:40:45+08:00 STRC优先股跌破100美元，9.75亿美元回购能否托住价格？ https://news.biyapay.com/news/analysis/13543 BiyaPay News zh 2026-07-27T22:39:41+08:00 俄乌冲突五年后俄方释放缓和信号，市场应如何验证真伪？ https://news.biyapay.com/news/analysis/13542 BiyaPay News zh 2026-07-27T22:39:39+08:00 瑞银下调微软目标价至480美元：AI变现节奏放缓还是估值理性回归？ https://news.biyapay.com/news/analysis/13541 BiyaPay News zh 2026-07-27T22:39:37+08:00 SpaceX股价创上市新低，第14次试飞能否扭转估值困局？ https://news.biyapay.com/news/analysis/13540 BiyaPay News zh 2026-07-27T22:10:27+08:00 美联储短期利率双稳在3.63%：降息预期推迟至何时？ https://news.biyapay.com/news/analysis/13539 BiyaPay News zh 2026-07-27T22:10:25+08:00 Rivian获超配评级：7500万股融资落地+美国政策红利能否扭转估值？ https://news.biyapay.com/news/analysis/13538 BiyaPay News zh 2026-07-27T22:09:22+08:00 堃博医疗BroncTru获欧盟MDR认证，BTPNA技术全球商业化提速 https://news.biyapay.com/news/analysis/13537 BiyaPay News zh 2026-07-27T22:09:20+08:00 澜沧古茶上半年扭亏为盈：300万利润能否持续？ https://news.biyapay.com/news/analysis/13536 BiyaPay News zh 2026-07-27T21:40:11+08:00 通用汽车获杰富瑞“买入”评级：2026年底能否兑现稀土磁体本土化？ https://news.biyapay.com/news/analysis/13535 BiyaPay News zh 2026-07-27T21:40:09+08:00 恒大汽车换帅能否扭转困局？新任主席马健凌面临四大实操考验 https://news.biyapay.com/news/analysis/13534 BiyaPay News zh 2026-07-27T21:39:06+08:00 英伟达押注SSI：AI安全成下一代算力竞争核心？ https://news.biyapay.com/news/analysis/13533 BiyaPay News zh 2026-07-27T21:08:57+08:00 美联储7月会议按兵不动？市场却押注33%加息概率 https://news.biyapay.com/news/analysis/13532 BiyaPay News zh 2026-07-27T20:38:48+08:00 巴基斯坦启动CBDC内部试点，南亚数字金融竞赛升级？ https://news.biyapay.com/news/analysis/13531 BiyaPay News zh 2026-07-27T20:08:40+08:00 摩根大通增持中国铝业至6.12%，绿色铝需求下估值重估进行时？ https://news.biyapay.com/news/analysis/13530 BiyaPay News zh 2026-07-27T19:39:32+08:00 家乡互动港股回购10万股，低估值下的价值确认信号？ https://news.biyapay.com/news/analysis/13529 BiyaPay News zh 2026-07-27T19:39:30+08:00 李在镕与崔泰源联袂出席Google Camp，韩国半导体双雄如何重塑全球技术话语权？ https://news.biyapay.com/news/analysis/13528 BiyaPay News zh 2026-07-27T19:09:19+08:00 理想i6单月减产4000辆，供应链韧性成新护城河？ https://news.biyapay.com/news/analysis/13527 BiyaPay News zh 2026-07-27T18:49:25+08:00 微软财报前瞻：400亿美元AI投入值不值？Azure增速和资本开支成市场关注焦点 https://news.biyapay.com/news/analysis/13526 BiyaPay News zh 2026-07-27T18:39:11+08:00 马来西亚15亿美元伊斯兰债7月30日港马双上市，香港能否成为亚洲伊斯兰金融新枢纽？ https://news.biyapay.com/news/analysis/13525 BiyaPay News zh 2026-07-27T18:10:03+08:00 USDC交易所资金7月转净流入：美国买盘回归信号？ https://news.biyapay.com/news/analysis/13523 BiyaPay News zh 2026-07-27T18:08:57+08:00 和铂医药携手国药集团共建创新联合体，能否加速国产生物药突围？ https://news.biyapay.com/news/analysis/13522 BiyaPay News zh 2026-07-27T17:40:49+08:00 英伟达牵头成立开源AI联盟，谁将主导全球AI安全标准？ https://news.biyapay.com/news/analysis/13521 BiyaPay News zh 2026-07-27T17:40:47+08:00 日本温和通胀+薪资增长能否打破“低增长—低工资—低通胀”循环？ https://news.biyapay.com/news/analysis/13520 BiyaPay News zh 2026-07-27T17:39:43+08:00 摩根大通增持美的H股至13.64%，释放什么信号？ https://news.biyapay.com/news/analysis/13519 BiyaPay News zh 2026-07-27T17:38:39+08:00 和铂医药牵手国药集团：创新联合体能否破局Biotech生存困局？ https://news.biyapay.com/news/analysis/13518 BiyaPay News zh 2026-07-27T16:39:26+08:00 AT&T发5笔欧英债：26年期英镑债释放什么信号？ https://news.biyapay.com/news/analysis/13517 BiyaPay News zh 2026-07-27T16:39:24+08:00 欧元区M3增速回升至3.3%，9月还会加息吗？ https://news.biyapay.com/news/analysis/13516 BiyaPay News zh 2026-07-27T16:09:16+08:00 美伊“传话但不谈判”持续至2026年底，地缘风险溢价如何定价？ https://news.biyapay.com/news/analysis/13515 BiyaPay News zh 2026-07-27T16:09:14+08:00 乌克兰袭击俄能源枢纽，全球原油供应韧性面临考验 https://news.biyapay.com/news/analysis/13514 BiyaPay News zh 2026-07-27T15:40:06+08:00 AGPU订单破16亿美元，P/ARR仅0.2倍：算力赛道最大估值错位？ https://news.biyapay.com/news/analysis/13513 BiyaPay News zh 2026-07-27T15:39:02+08:00 摩根士丹利下调美国运通目标价至382美元：高利率下高端消费韧性是否见顶？ https://news.biyapay.com/news/analysis/13512 BiyaPay News zh 2026-07-27T15:08:54+08:00 宁德时代上半年净利增42%，773港元目标价隐含钠电池放量预期？ https://news.biyapay.com/news/analysis/13511 BiyaPay News zh 2026-07-27T14:39:45+08:00 阿斯利康Q2利润超预期但营收微降，下半年关键数据将验证增长成色 https://news.biyapay.com/news/analysis/13510 BiyaPay News zh 2026-07-27T14:38:41+08:00 中际旭创港股上市首日即推期权+卖空，释放什么信号？ https://news.biyapay.com/news/analysis/13509 BiyaPay News zh 2026-07-27T12:39:20+08:00 黑石目标价微调至131美元：能源基建扩张与利率敏感度再平衡 https://news.biyapay.com/news/analysis/13508 BiyaPay News zh 2026-07-27T12:39:18+08:00 花样年5合1股份合并：是估值修复起点，还是仙股挣扎？ https://news.biyapay.com/news/analysis/13507 BiyaPay News zh 2026-07-27T12:09:09+08:00 云游戏真能取代主机和PC？亚马逊押注Luna背后的硬件衰退与投资新逻辑 https://news.biyapay.com/news/analysis/13506 BiyaPay News zh 2026-07-27T12:09:08+08:00 苹果目标价上调至308.92美元：AI整合+供应链韧性能否撑起新高？ https://news.biyapay.com/news/analysis/13505 BiyaPay News zh 2026-07-27T11:38:59+08:00 中际旭创港股上市5天后推期权，AI硬件龙头衍生品交易如何对冲地缘风险？ https://news.biyapay.com/news/analysis/13504 BiyaPay News zh 2026-07-27T11:38:57+08:00 吉利收购福特西班牙工厂34%股权，欧洲本地化制造提速？ https://news.biyapay.com/news/analysis/13503 BiyaPay News zh 2026-07-27T11:08:49+08:00 立讯精密获中银国际“买入”评级：AI与汽车电子双轮驱动能否兑现30%净利润增速？ https://news.biyapay.com/news/analysis/13501 BiyaPay News zh 2026-07-27T07:39:07+08:00 英伟达10亿美元入股Naver，韩国AI龙头迎来估值重估？ https://news.biyapay.com/news/analysis/13500 BiyaPay News zh 2026-07-27T07:08:58+08:00 英伟达10亿美元入股Naver，AI地缘化合作开启新范式？ https://news.biyapay.com/news/analysis/13499 BiyaPay News zh 2026-07-27T06:38:50+08:00 7月暂停加息概率63.7%，9月加息成定局？ https://news.biyapay.com/news/analysis/13498 BiyaPay News zh 2026-07-27T02:39:09+08:00 美联航试探达美合并失败，航空业并购还有戏吗？ https://news.biyapay.com/news/analysis/13497 BiyaPay News zh 2026-07-27T02:09:00+08:00 德国交通部长提名落地：铁路投资与绿色基建将提速？