新闻资讯
美国银行超预期，CEO称消费银行业务'健康'
Bank of America tops estimates as CEO Brian Moynihan says consumer banking is 'healthy'
Bank of America, the second-largest U.S. bank by assets, has topped expectations for earnings per share for 23 consecutive quarters.
派珀·桑德勒称云股票便宜且将成AI赢家
This cloud stock is cheap and will be an AI winner, says Piper Sandler
The investment firm upgraded cloud name to overweight from neutral.
中国无人出租车公司不顾伊朗战争推进阿联酋扩张
Chinese robotaxi companies forge ahead with UAE expansion despite Iran war
Ride-hailing company Didi plans to begin its first overseas robotaxi test in the United Arab Emirates later this year.
美国称霍尔木兹海峡封锁'全面实施'，同时向伊朗示意外交出路
U.S. says Hormuz blockade 'fully implemented,' while signaling diplomatic off-ramp for Iran
The White House has been signaling a diplomatic solution to the conflict in the Middle East, as discussions around continuing negotiations with Tehran are underway.
周三股市大事件：下一交易时段可能推动市场的因素
Wednesday's big stock stories: What’s likely to move the market in the next trading session
The major averages posted back-to-back gains on Tuesday, and the S&P 500 neared its all-time high. Traders remained hopeful for a resolution in the Middle East.
Jamie Dimon says Anthropic's Mythos reveals 'a lot more vulnerabilities' for cyberattacks
The remarks show how a technology welcomed by corporations as a productivity boon can also pose serious threats, like uncovering new ways to hack into systems.
This portfolio allocation is outperforming the 60/40, says Morningstar
Morningstar's diversified portfolio, made up of 11 asset classes, beat a "plain vanilla" 60/40 allocation by the widest margin since 2009.
Chips are emerging as market leaders once again. Where the charts signal they are going
Todd Gordon takes a look at semiconductors.
David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection
"It probably won't surprise anyone that we are again putting capital preservation at the top of our priorities," Einhorn said in his latest investor letter.
Prediction markets will grow to $1 trillion by 2030, Bernstein estimates
The investment bank said volumes will reach an estimated $240 billion in 2026 and grow at a 80% compound annual rate between 2025 and 2030.
Wall Street has found a new quantum computing play. Analysts see as much as 75% upside
This company is among the few public quantum computing firms with revenue, making it a great play on the emerging technology, analysts say.
There’s a bottom in place for software stocks after horrid start to 2026, says BTIG
This has not been a kind year for software stocks, but investors in the beaten-down group may soon get some relief.
CEOs are betting AI will augment work rather than displace all workers
Panelists at the Semafor World Economy conference said artificial intelligence can supplement the work that's already done, improving its quantity and quality.
Global recession is inevitable if Strait of Hormuz stays shut, says Citadel's Ken Griffin
A prolonged blockage of the Strait of Hormuz for the next six to 12 months will mean an unavoidable recession, the billionaire investor said.
Treasury Secretary Bessent backs rate cuts but says he understands if the Fed wants to wait
Bessent has previously said the Fed should hasten cutting interest rates, calling reductions "the only ingredient missing" for stronger economic growth.
Adobe continues to struggle. This options trade doubles down on a potential rebound
Options trader Nishant Pant revisits this bull call spread.
Evercore ISI pounds table on Sandisk. Bull case sees rally to $2,600
Shares of Sandisk have already rallied nearly 300% this year. Evercore's bull case sees another 173% jump.
Investor survey shows most bearishness in 11 months. So the contrarian call is to buy
The latest Global Fund Manager Survey from Bank of America shows sentiment fell to its most bearish reading since June 2025.
This biotech firm has room to run, even as its drug royalties are set to shrink
Biogen could see lower royalties for Ocrevus after its patent expires , but it has developed other medicines that will support its growth, per Piper Sandler.
三月批发价格仅涨0.5%，远低预期，战争影响有限
Wholesale prices rose 0.5% in March, much less than expected despite war impact
The producer price index was expected to increase 1.1% in March, according to the Dow Jones consensus estimate.
摩根大通称美化工股将受益于伊朗战争供应中断
JPMorgan says this U.S. chemical stock stands to benefit from Iran war supply disruption
Eastman Chemical shares will rise thanks to higher prices of several chemicals that it produces, according to the bank.
德意志银行称通用汽车回调后估值诱人
General Motors is trading at attractive levels after pullback, Deutsche Bank says
Shares have edged down more than 2% since the Iran war began, fueled by concerns about rising shipping costs and potential supply shocks.
花旗集团开盘前发布一季报
Citigroup to report first-quarter earnings before market open
Citigroup is perceived to be more impacted by the geopolitical environment than many of its peers.
瑞银：铝担忧过度，建议抄底福特
Buy the dip on Ford as aluminum fears are 'overblown', says UBS
The investment bank upgraded the automaker to buy from neutral.
摩根大通固定收益和投行业务超出预期，华尔街活跃
JPMorgan Chase tops estimates on fixed income, investment banking as Wall Street hums
JPMorgan will give investors a view into how consumers and corporations fared at the start of this year as a trio of concerns weighed on markets.
盘前变动最大股票：诺和诺德、摩根大通、联合航空等
Stocks making the biggest moves premarket: Novo Nordisk, JPMorgan Chase, United Airlines & more
These are the stocks posting the largest moves premarket.
China exports growth in March misses estimates, imports surge most in over four years
China's export growth slowed in March as manufacturers grappled with surging energy costs, with the Iran war disrupting supplies, while imports jumped more than expected.
Tuesday's big stock stories: What’s likely to move the market in the next trading session
Stocks staged a comeback on Monday as traders held out hope for a U.S.-Iran peace deal. The S&P 500 erased its losses since the start of the conflict.
Investor Joe Terranova says one public stock is a back door way to play the booming fortunes of private Anthropic
Zoom, which has a stake in Anthropic, is a good way to play the red-hot private AI firm, according to Virtus Investment Partners' Joe Terranova.
Wells Fargo Investment Institute says now is the time to lock in 5% yields on these bonds
Recent volatility has created a compelling entry point for investors to snap up these high-quality bonds, according to Wells Fargo Investment Institute.