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Newszh-cn2026-11-03T17:52:11+08:00特朗普迎“期中考试”，华尔街已推演出美股剧本！ https://news.biyapay.com/news/marketupdates/12592948Biya Newszh-cn2026-11-03T17:34:07+08:00警报拉响！Anthropic关键指标拐头 https://news.biyapay.com/news/marketupdates/12592805Biya Newszh-cn2026-11-03T17:29:01+08:00高盛：iPhone、Mac和毛利率推动苹果EPS超预期，维持买入评级和390美元目标价 https://news.biyapay.com/news/marketupdates/12592519Biya Newszh-cn2026-11-03T17:10:01.936+08:00韩国 HBM 一叠炒到 4000 美元：深圳 20 多岁中介的暴富生意，藏在低端芯片里 https://news.biyapay.com/news/marketupdates/12592300Biya Newszh-cn2026-11-03T16:48:00+08:00“大空头”伯里“砍价”Lululemon(LULU.US)：下调估值因短期不确定性，但坚信会回暖 https://news.biyapay.com/news/marketupdates/12592093Biya Newszh-cn2026-11-03T16:36:03+08:00从“技术投资”走向“场景运营”：首程控股（00697.HK）入股首惠产融的逻辑 https://news.biyapay.com/news/marketupdates/12592094Biya Newszh-cn2026-11-03T16:36:00+08:00迈威尔科技(MRVL.US)千亿美元收购电话会：CEO重申“现在就是时机“ ，合并将定义AI光互连新时代 https://news.biyapay.com/news/marketupdates/12591731Biya Newszh-cn2026-11-03T16:14:00+08:00Cipher Mining(CIFR.US)Q3电话会：Barber 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Newszh-cn2026-11-03T11:34:00+08:00Northland：迈威尔科技与Lumentum交易凸显InP器件稀缺价值，利好相关概念美股 https://news.biyapay.com/news/marketupdates/12587685Biya Newszh-cn2026-11-03T11:30:24+08:00澳洲联储加息25个基点至4.85%，符合预期 https://news.biyapay.com/news/marketupdates/12587689Biya Newszh-cn2026-11-03T11:30:00+08:00高盛：维持EQT能源(EQT.US)“买入”评级 山脉资源收购案具有战略意义 https://news.biyapay.com/news/marketupdates/12587903Biya Newszh-cn2026-11-03T11:29:51+08:00科技股抛售潮蔓延，韩股指跌超3%，油气、芯片板块领跌，三星一度跌5% https://news.biyapay.com/news/marketupdates/12587538Biya Newszh-cn2026-11-03T11:21:00+08:00Q3业绩超预期+上调全年指引！Grab(GRAB.US)绩后获花旗唱多：股价还能涨超92% https://news.biyapay.com/news/marketupdates/12587256Biya Newszh-cn2026-11-03T11:10:01.364+08:00市场看不懂的 AI 币 Numerai，规模逼近 10 亿美元后的代币回购飞轮 https://news.biyapay.com/news/marketupdates/12586945Biya Newszh-cn2026-11-03T10:45:01.564+08:00Canton 启动全面通缩销毁，银行间结算网络如何为代币价值捕获闭环？ https://news.biyapay.com/news/marketupdates/12586863Biya Newszh-cn2026-11-03T10:40:00.886+08:00纽交所母公司要在 Hyperliquid 上建链上交易所：华尔街 25 年的“撮合引擎护城河”正在瓦解？ https://news.biyapay.com/news/marketupdates/12586512Biya Newszh-cn2026-11-03T10:06:00+08:00Diamondback(FANG.US)：二叠纪盆地2030年代将成美国最大天然气产区 https://news.biyapay.com/news/marketupdates/12585999Biya Newszh-cn2026-11-03T09:45:00.951+08:00播客笔记｜对话 Zcash 核心团队：突破 5 万 TPS 与抗量子防御，评估 ZEC 的长线爆发逻辑 https://news.biyapay.com/news/marketupdates/12585982Biya Newszh-cn2026-11-03T09:42:13+08:00对冲基金巨头Elliott：当前市场与大萧条前高度相似，熊市的所有警报已经拉响 https://news.biyapay.com/news/marketupdates/12585914Biya Newszh-cn2026-11-03T09:40:06.167+08:00GPT-6 Astra直接改写Qwen权重，数学能力飙升6倍：「神经网络的基因编辑」时代来了？ https://news.biyapay.com/news/marketupdates/12585853Biya Newszh-cn2026-11-03T09:35:00.982+08:00加密早报：李佳琦直播间半小时卖出 2 万亿 Token，Strategy 上周增持 811 枚 BTC https://news.biyapay.com/news/marketupdates/12585983Biya Newszh-cn2026-11-03T09:33:00+08:00传迪士尼(DIS.US)计划裁员数千人 部分经理被要求节省20%年度成本 https://news.biyapay.com/news/marketupdates/12586182Biya Newszh-cn2026-11-03T09:28:00+08:00Anthropic三季度营收增长放缓，IPO前近9000亿算力承诺融资风险浮现 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Newszh-cn2026-11-03T08:01:54.369+08:00万物云与万科订立债务清偿协议 总代价约6.62亿元人民币 https://news.biyapay.com/news/marketupdates/12584457Biya Newszh-cn2026-11-03T07:45:01+08:00442只翻倍基“全军覆没”，基金经理在反思什么？ https://news.biyapay.com/news/marketupdates/12584068Biya Newszh-cn2026-11-03T07:25:00+08:00中期选举叠加非农数据恐推升市场波动！甲骨文(ORCL.US)领衔17家企业抢跑发债 https://news.biyapay.com/news/marketupdates/12583917Biya Newszh-cn2026-11-03T07:13:00+08:00迈威尔(MRVL.US)千亿美元“鲸吞”Lumentum(LITE.US)背后：激光器市场“极度紧张” https://news.biyapay.com/news/marketupdates/12583155Biya Newszh-cn2026-11-03T06:30:00+08:00安森美半导体(ON.US)Q3业绩、Q4指引均超预期 上调2030年AI数据中心收入目标至超30亿美元 https://news.biyapay.com/news/marketupdates/12583460Biya Newszh-cn2026-11-03T06:28:56+08:00苹果电话会：服务收入降速引担忧，高管明确AI商业化路径，硬件销售面临“艰难对比” https://news.biyapay.com/news/marketupdates/12582927Biya Newszh-cn2026-11-03T06:00:00+08:00传Meta(META.US)拟发行至少200亿美元跨境投资级债券 首次进军欧元债券市场 https://news.biyapay.com/news/marketupdates/12582925Biya Newszh-cn2026-11-03T06:00:00+08:00Palantir(PLTR.US)Q3营收同比大增96% 美国商业业务收入首次超过政府业务 https://news.biyapay.com/news/marketupdates/12581087Biya Newszh-cn2026-11-03T04:10:07+08:00时隔半年再筹200亿巨债，Meta拟首次发售欧元债券拓展AI资金池 https://news.biyapay.com/news/marketupdates/12577204Biya Newszh-cn2026-11-02T23:44:00+08:00美股异动 | 黄金白银、有色金属概念股普涨 金田(GFI.US)涨逾6% https://news.biyapay.com/news/marketupdates/12577430Biya Newszh-cn2026-11-02T23:41:00+08:00高通(QCOM.US)财报前瞻：存储芯片涨价恐重创智能手机市场 伯恩斯坦下调目标价至155美元 https://news.biyapay.com/news/marketupdates/12576910Biya Newszh-cn2026-11-02T23:18:00+08:00伯恩斯坦：Datadog(DDOG.US)、Cloudflare(NET.US)股价遭过度抛售 AI业务强劲增长有望推动Q3业绩超预期 https://news.biyapay.com/news/marketupdates/12576148Biya Newszh-cn2026-11-02T22:32:00+08:00美股异动 | WTI原油期货跌逾6% 石油股普跌 https://news.biyapay.com/news/marketupdates/12576614Biya Newszh-cn2026-11-02T22:28:00+08:00迈威尔科技(MRVL.US)1150亿美元收购Lumentum(LITE.US)创今年最大并购案！华尔街投行成赢家 高盛全年并购交易规模首破1.1万亿美元 https://news.biyapay.com/news/marketupdates/12575835Biya Newszh-cn2026-11-02T22:15:00+08:00美股异动 | 甲骨文(ORCL.US)盘前跌逾4% 穆迪确认其Baa2债务评级并维持负面展望 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