https://edgen.dev.edgen.tech/zh/news/post/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up2026-07-04T18:32:36.487Zdaily1Edgen Stockzh2026-07-04T18:32:36.487+00:00Rocket Lab以80亿美元收购Iridium 重塑太空产业格局https://static.edwealth.ai/news/images/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up-20260704.pngRocket Lab以80亿美元收购Iridium 重塑太空产业格局 https://edgen.dev.edgen.tech/zh/news/post/slb-slides-23-as-oil-crash-reshapes-energy-investing2026-07-04T18:02:58.242Zdaily1Edgen Stockzh2026-07-04T18:02:58.242+00:00SLB暴跌23%，油价崩盘重塑能源投资格局https://static.edwealth.ai/news/images/slb-slides-23-as-oil-crash-reshapes-energy-investing-20260704.pngSLB暴跌23%，油价崩盘重塑能源投资格局 https://edgen.dev.edgen.tech/zh/news/post/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market2026-07-04T18:02:47.290Zdaily1Edgen Stockzh2026-07-04T18:02:47.290+00:00纽蒙特股价6月暴跌14.9%，黄金进入熊市https://static.edwealth.ai/news/images/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market-20260704.png纽蒙特股价6月暴跌14.9%，黄金进入熊市 https://edgen.dev.edgen.tech/zh/news/post/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates2026-07-04T17:32:38.965Zdaily1Edgen Stockzh2026-07-04T17:32:38.965+00:00应用材料飙升370%：AI芯片设备需求加速爆发https://static.edwealth.ai/news/images/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates-20260704.png应用材料飙升370%：AI芯片设备需求加速爆发 https://edgen.dev.edgen.tech/zh/news/post/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test2026-07-04T17:03:24.331Zdaily1Edgen Stockzh2026-07-04T17:03:24.331+00:00Arm Holdings从高点回调35%，AI CPU叙事面临考验https://static.edwealth.ai/news/images/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test-20260704.pngArm Holdings从高点回调35%，AI CPU叙事面临考验 https://edgen.dev.edgen.tech/zh/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.291Zdaily1Edgen Stockzh2026-07-04T16:33:44.291+00:00SpaceX市值达2.95万亿美元 估值泡沫担忧升温https://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.pngSpaceX市值达2.95万亿美元 估值泡沫担忧升温 https://edgen.dev.edgen.tech/zh/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:01.210Zdaily1Edgen Stockzh2026-07-04T16:33:01.210+00:00Nebius 六月暴涨20%，AI云容量达4 GWhttps://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.pngNebius 六月暴涨20%，AI云容量达4 GW https://edgen.dev.edgen.tech/zh/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.506Zdaily1Edgen Stockzh2026-07-04T16:27:55.506+00:00Sandisk飙升857%：AI存储芯片短缺延至2028年https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.pngSandisk飙升857%：AI存储芯片短缺延至2028年 https://edgen.dev.edgen.tech/zh/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:34.914Zdaily1Edgen Stockzh2026-07-04T15:03:34.914+00:00伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高https://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.png伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高 https://edgen.dev.edgen.tech/zh/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.238Zdaily1Edgen Stockzh2026-07-04T14:06:52.238+00:00SpaceX内部人士自8月6日起可出售44%股份https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.pngSpaceX内部人士自8月6日起可出售44%股份 https://edgen.dev.edgen.tech/zh/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.193Zdaily1Edgen Stockzh2026-07-04T14:04:16.193+00:00野村证券反驳关于存储芯片股的两大看空叙事https://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.png野村证券反驳关于存储芯片股的两大看空叙事 https://edgen.dev.edgen.tech/zh/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.568Zdaily1Edgen Stockzh2026-07-04T14:02:18.568+00:00奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿https://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.png奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿 https://edgen.dev.edgen.tech/zh/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.265Zdaily1Edgen Stockzh2026-07-04T13:35:15.265+00:00美光锁定千亿美元营收，AI内存需求激增https://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.png美光锁定千亿美元营收，AI内存需求激增 https://edgen.dev.edgen.tech/zh/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.701Zdaily1Edgen Stockzh2026-07-04T13:05:21.701+00:00中东停火协议提振旅游需求，两只旅游股上涨https://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png中东停火协议提振旅游需求，两只旅游股上涨 https://edgen.dev.edgen.tech/zh/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:29.172Zdaily1Edgen Stockzh2026-07-04T13:03:29.172+00:00标普500前十大权重股占比达40%，加剧集中度风险https://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.png标普500前十大权重股占比达40%，加剧集中度风险 https://edgen.dev.edgen.tech/zh/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.233Zdaily1Edgen Stockzh2026-07-04T13:03:14.233+00:00金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后https://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.png金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后 https://edgen.dev.edgen.tech/zh/news/post/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push2026-07-04T12:34:35.172Zdaily1Edgen Stockzh2026-07-04T12:34:35.172+00:00博通与OpenAI联合发布Jalapeño芯片，AI定制芯片季度收入达160亿美元https://static.edwealth.ai/news/images/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push-20260704.png博通与OpenAI联合发布Jalapeño芯片，AI定制芯片季度收入达160亿美元 https://edgen.dev.edgen.tech/zh/news/post/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally2026-07-04T11:03:14.232Zdaily1Edgen Stockzh2026-07-04T11:03:14.232+00:00道指目标55000点，标普500剑指8000点——关税风险考验牛市行情https://static.edwealth.ai/news/images/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally-20260704.png道指目标55000点，标普500剑指8000点——关税风险考验牛市行情 https://edgen.dev.edgen.tech/zh/news/post/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal2026-07-04T10:02:34.376Zdaily1Edgen Stockzh2026-07-04T10:02:34.376+00:00大陆集团以40亿欧元将ContiTech出售给孤星基金，完成业务分拆交易https://static.edwealth.ai/news/images/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal-20260704.png大陆集团以40亿欧元将ContiTech出售给孤星基金，完成业务分拆交易 https://edgen.dev.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