新闻资讯

研究表明，在投资组合中加入比特币与黄金可提升回报且不增加风险

Adding bitcoin alongside gold to your portfolio juiced returns and didn't raise risk, study shows

A mix of both gold and bitcoin increased the efficiency of a bond-and-equity portfolio over the last 10 years, according to a study by Citi.

又一个荒谬AI转型助推新股周四大涨，Myseum股价飙升150%

Another absurd AI pivot is propelling a new stock higher Thursday. Shares of Myseum jump 150%

Myseum shares more than doubled after the social media firm became the latest company to refocus efforts on artificial intelligence.

甲骨文股票本周上涨近30%，但图表显示买入为时不晚

Oracle's stock has rallied nearly 30% this week, but charts show it's not too late to buy

Jay Woods says the software giant is a long idea that still has momentum and a good risk/reward setup.

迈克尔·伯里在AI引发的抛售后逢低买入Salesforce等软件股

Michael Burry buys the dip in Salesforce and other software stocks after AI-fueled sell-off

"I do not believe the technical pressures brought on by the private credit/software debt issues are big enough to affect these stocks for much longer," he said.

散户涌入Allbirds，因其怪异AI转型；历史表明结局不妙。

Retail traders pile into Allbirds after odd AI pivot. History shows it won't end well

This surge of speculative buying reflects a broader return of animal spirits among small traders.

乔希·布朗最佳股票名单上的工业巨头现“杰作”式突破。

This industrial giant on Josh Brown's Best Stocks list is seeing a 'masterpiece' breakout

Josh Brown and Sean Russo take a look at this industrial name that's making big moves.

使用期权在Xpel股票上创收，即便股价区间震荡

Use options to generate income on Xpel shares, even if the stock stays range-bound

Cash-secured puts are useful to build a position in XPEL or generate high-yield income on a stock investors wouldn't mind owning at a discount.

一只AI网络股票今年翻倍，美国银行称仍有上涨空间

One AI networking stock has doubled this year. Bank of America says there's more to go

Ciena Corp., which has already doubled in 2026 after nearly tripling in 2025, is benefiting from high demand and growing market share, the bank said.

摩根大通：资产管理股将反弹，AI与私募信贷担忧过度

This asset management stock is poised for a turnaround as AI, private credit fears prove 'overblown,' JPMorgan says

Hamilton Lane is trading at a discount due to "overblown" concerns over AI disruption and private credit risks, presenting a buying opportunity, the bank said.

FanDuel母公司股票承压，花旗预计短期内不会复苏

FanDuel's parent stock is under pressure. Citi doesn't see a recovery anytime soon

FanDuel has seen weakening customer engagement on its platform, while it isn't clear its prediction market can drive upside to its owner's stock, per Citi.

Raymond James称，Agentic AI增长将大幅提振网络安全股

Agentic AI growth will give this cybersecurity stock a big boost, Raymond James says

The investment bank upgraded the identity and access management stock to outperform from market perform.

周四股市要闻：下一交易日市场动因展望

Thursday's big stock stories: What’s likely to move the market in the next trading session

The S&P 500 and the Nasdaq Composite rose to records in Wednesday's trading as traders seemed to shake off worries over the Middle East conflict.

萨拉特·塞西紧盯'七巨头'股票

Sarat Sethi is watching this 'Magnificent Seven' stock

Amazon shows signs of growth as it continues to expand its businesses, Sarat Sethi said on CNBC's "The Exchange."

纳税日到，美银支招：提升投资组合回报策略

Tax Day is here. How to pocket more of your portfolio's return, according to Bank of America

Investors can generate some tax alpha if they look for ways to make their portfolios more efficient.

图表显示，这只SpaceX衍生股票或酝酿新一轮突破

This derivative stock play on SpaceX could be setting up for another breakout, charts show

EchoStar is seeing some head-turning price action, and a bullish chart pattern is emerging.

两位华尔街分析师看好Target转型，原因如下

Two Wall Street analysts are getting bullish on a Target turnaround. Here's why

Target shares are soaring in 2026, and that trend could get a boost as the retailer revamps its stores, analysts said.

航空股随油价回落反弹，但涨势恐难持久

Airline stocks rebounded as oil pulled back. Why the rally may not last

While the ceasefire is welcome news for major U.S. carriers, expect the airlines to stay vulnerable to headline risk and listen to their earnings commentary.

别眨眼，Target表现优于标普500指数。利用期权交易其涨势

Don't look now, but Target is outperforming the S&P 500. Trading the pop using options

Target's combination of reasonable valuation, improving relative strength and a credible margin recovery story give it an attractive bullish setup.

博通与Meta达成重大芯片交易，股价影响几何

Broadcom lands big chip deal with Meta. What it means for the stock

The chipmaker's announcement solidifies its leadership position with its XPU platform, analysts said, though some disagreed on how new details of the deal were.

Mike Mayo称花旗仍是首选，重组将推高股价

Mike Mayo says Citi remains his top pick, sees restructuring driving stock higher

Wells Fargo analyst Mike Mayo is bullish on Citi after the bank demonstrated strong top-line growth in its earnings report this week.

周三最大分析师调仓：英伟达、苹果、特斯拉、Marvell、Affirm、博通、Meta等

Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Marvell, Affirm, Broadcom, Meta & more

Here are Wednesday's biggest calls on Wall Street.

奥本海默称，这只半导体股在AI热潮中仍有上涨空间

This semiconductor stock is due for more upside amid AI boom, Oppenheimer says

The investment firm has an outperform rating on the semiconductor name.

权力内幕：市场痴迷霍尔木兹海峡，实际重要性不及预期

Power Insider: The markets are obsessed with the Strait of Hormuz. Why it matters less than you think

Retail and pro traders are obsessed with gauging the traffic in the Strait of Hormuz, thinking they can gain an edge on where oil prices are going. They can’t.

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.

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.

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.

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.