新闻资讯

摩根士丹利业绩超预期，交易收入超预期10亿美元

Morgan Stanley tops estimates as trading revenue exceeds expectations by $1 billion

Morgan Stanley's results in the quarter were powered by the firm's fixed income and equities trading operations, which produced about $8.5 billion in revenue.

盘前波动最大股票：美国银行、摩根士丹利、Robinhood等

Stocks making the biggest moves premarket: Bank of America, Morgan Stanley, Robinhood & more

These are the stocks posting the largest moves premarket.

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.

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.