热点新闻分析

✨ AI 热点分析

核心热点态势

【今日要點】：
AI大模型與中美地緣政治是今日熱點，前者聚焦技術發展與企業合作，後者則圍繞地緣衝突與潛在的經濟影響展開。

【宏觀主線】：
AI技術的快速迭代與商業化應用，以及地緣政治的緊張局勢對全球經濟和市場的潛在衝擊，是當前最受關注的兩大主題。

【微觀領域】：
1. AI大模型：企業間合作加劇（如甲骨文與谷歌Gemini），技術突破（如機器人AI模型）與算力分配成為焦點。

2. 中美地緣：涉及關稅、武器供應傳聞及軍事衝突的報導，顯示地緣政治風險持續存在。

3. 財經市場：受地緣局勢影響，油價波動，美聯儲政策預期成為市場關注焦點。

舆论风向争议

主流觀點認為AI技術發展迅速，企業合作與競爭並存，同時地緣政治緊張局勢加劇了市場的不確定性。反向觀點或爭議點較少，但部分報導提及對AI監管的質疑（如法官質疑美國政府封殺Anthropic AI的理由）。

异动与弱信号

AI大模型領域出現跨來源共振，如Claude Code、Gemini等技術的討論，以及微觀層面的工程分析與應用。中美地緣政治方面，關於伊朗與美國的軍事衝突及相關報導（如摧毀F-35戰機的說法與美軍回應）在多個平台出現，顯示該事件的熱度與爭議性。財經市場方面，美聯儲政策預期與地緣局勢對油價的影響是熱點。

RSS 深度洞察

RSS資料提供了更廣泛的AI應用視角，包括AI在銀行科技、支付、社區金融及監管方面的探討，並提及AI對台灣股市的重塑。此外，RSS也涵蓋了更多地緣政治的細節，如俄羅斯對烏克蘭的攻擊、西班牙的移民問題，以及台灣與國際間的關係。科技硬件方面，有關於TSMC的報導，以及Apple和Amazon的財報預期。

研判策略建议

1. 投資者：關注AI技術發展趨勢與地緣政治風險對市場的影響，特別是科技股與能源板塊的波動。

2. 品牌方：AI技術的應用與合作是關鍵，同時需關注地緣政治對供應鏈和市場需求的潛在影響。

3. 公眾：持續關注AI技術的發展及其對社會的影響，以及地緣政治局勢的演變。

本次新增热点 (共 35 条)

凤凰网 · 1条

伊朗称摧毁3架F-35战机，美军回应

腾讯新闻综合早报 · 1条

从零件设备到员工，SpaceX要求全面剔除中国因素

财联社深度 · 1条

谷歌发布新一代机器人AI模型剑指“灵巧性”难题

华尔街见闻最新 · 3条

甲骨文涨超8%，宣布扩大与谷歌Gemini AI合作

宇树科技员工资管计划拟参与IPO战略配售，王兴兴认购1500万

美国30年期房贷利率升至6.66%，创一年新高

抖音 · 1条

美联储维持利率不变

Hacker News · 1条

Advancing the price-performance frontier with GPT‑5.6

V2EX · 1条

用 ai 做了个国家发展模拟器：从 1949 年起按月经营中国

MKT 新闻 · 2条

Daily Telegraph reported the U.S. State Department will reissue 250,000 'Patriot passports' bearing President Trump's portrait, citing 'extremely strong demand'.

Hang Seng Index futures night session closed up 0.45% at 26,021, trading 162 points above the cash index.

财联社电报 · 4条

乌克兰称收到欧盟34.7亿欧元国防援助贷款

财联社7月31日电，恒指期货夜盘收涨0.45%，报26021点，高水162点。

美股存储板块涨幅持续扩大闪迪日内涨超25%

财联社7月31日电，标普将诺基亚展望上调至“正面”，因业务多元化及现金流稳定；确认“BBB-”评级。

华尔街见闻快讯 · 3条

法官质疑美国政府封杀Anthropic AI的理由是否充分

乌克兰称收到欧盟34.7亿欧元国防援助贷款

恒生指数主连夜盘收涨0.45%，报26021点。恒生科技指数主连夜盘收涨0.31%，报4832点。

金十数据 · 4条

亚马逊、苹果将于7月30日美股盘后公布财报。

机构：美联储或已为日本干预汇市创造机会

恒指期货夜盘收涨0.45%，报26021点，高水162点。

Meta承诺未来将投入近7000亿美元用于数据中心等领域

法布财经 · 3条

墨西哥公共财政部门宣布，将2026年国内生产总值（GDP）的增长速度预期区间保持在1.8%到2.8%之间。这一预期区间的设定也体现了相关部门对该国未来两年经济运行走势的整体判断，后续墨西哥也将围绕这一增长目标配套推出相应的经济调控举措，助力经济在预期区间内平稳运行。

机构：美联储或已为日本干预汇市创造机会。

据每日电讯报：由于“需求极其旺盛”，美国国务院将再次发行25万本印有美国总统特朗普肖像的“爱国者护照”。

法布财经快讯 · 3条

机构：美联储或已为日本干预汇市创造机会。

据每日电讯报：由于“需求极其旺盛”，美国国务院将再次发行25万本印有美国总统特朗普肖像的“爱国者护照”。

MKT 快讯 · 6条

Iraq government spokesman said if the Strait of Hormuz remains closed, the government will turn to external borrowing.

Iranian foreign minister Araghchi said Egypt is an important regional friend and partner and that its security is vital to Iran.

Amazon and Apple will report earnings after the U.S. market close on July 30.

TS Lombard: Fed dovish tilt after Warsh comments may open window for Japanese FX intervention

Daily Telegraph reported the U.S. State Department will reissue 250,000 'Patriot passports' bearing President Trump's portrait, citing 'extremely strong demand'.

Hang Seng Index futures night session closed up 0.45% at 26,021, trading 162 points above the cash index.

AI 热点 · 1条

Databricks：构建AI优先医疗组织的基础

RSS 新增更新

333 条

AI大模型

30 条

07-31 08:00Taipei TimesNEW

Taiwan suspends visa processing for Moroccans

07-31 08:00Taipei TimesNEW

US institute praises Taiwan defense

07-31 08:00Taipei TimesNEW

Hualien county director posts bail

07-31 08:00Taipei TimesNEW

US representatives visit Taiwan to meet with president and other officials

07-31 08:00Taipei TimesNEW

Taiwan launches mechanism to block imports tied to forced labor

07-31 08:00Taipei TimesNEW

First N700ST bullet trains to start service next year

07-31 08:00Taipei TimesNEW

THSR’s new high-speed trains unveiled in Japan

07-31 08:00Taipei TimesNEW

Higashino’s death sends his novels soaring on Taiwan bestseller lists

07-31 08:00Taipei TimesNEW

ASE raises capital spending by 23.5%

07-31 08:00Taipei TimesNEW

TAIEX closes day below 40,000 after wild swing

07-31 08:00Taipei TimesNEW

The double standards of AI giants

07-31 08:00Taipei TimesNEW

France and Spain wildfires are the new reality

07-31 08:00Taipei TimesNEW

Britain’s unkept promise to protect Hong Kongers from China

07-31 08:00Taipei TimesNEW

Russia pounds Ukraine in air attack

07-31 08:00Taipei TimesNEW

Montana man hikes out of mountains to save himself while impaled by pole

07-31 08:00Taipei TimesNEW

ANALYSIS: How AI has rewired Taiwan’s stock market

07-31 08:00Taipei TimesNEW

South Korea’s women web sleuths fight AI deepfake porn

07-31 04:00XDA DevelopersNEW

Your router's placement matters less than the airtime setting that almost nobody touches

07-31 04:00MarketWatchNEW

Implosion of Situational Awareness has Wall Street betting the bottom is in for the AI trade

07-31 03:59Bloomberg 科技NEW

Expectations, Reality 'Mismatched' With Some AI Companies: Winnie Cisar

07-31 03:56NYT 国际NEW

Spain Mobilizes Military as Thousands of Migrants Cross Into Ceuta

07-31 03:55Seeking AlphaNEW

MGIC expects 2026 operating expenses toward low end of $190M-$200M range while raising quarterly dividend to $0.17

07-31 03:53NYT 国际NEW

U.S. Government Mislabels Map of African Countries at AIDS Conference

07-31 03:49NYT 政治NEW

After Claiming ‘Bias’ at Smithsonian, Trump Officials Stage Patriotic Exhibition

07-31 03:48Bloomberg 政治NEW

Scam Artists Are Posing as IRS Agents to Drain Crypto Wallets

07-31 03:46Bloomberg 市场NEW

Jersey Mike's CEO on Trading Debut, Supply Chain and Demand Growth

07-31 03:45Reuters (Google News 代理)NEW

OpenAI's Sam Altman to discuss voluntary AI safety tests with Trump officials after agent went rogue - Reuters

07-31 03:44PYMNTS (支付/金融科技)NEW

Simile Raises $200 Million for AI Digital Twin Service

07-31 03:44TechCrunchNEW

Friend, the lonely AI wearable, returns with a new voice and a much bigger price tag

07-31 03:43The Next WebNEW

Microsoft is merging its many Copilots into one AI ‘super app’

网络安全

30 条

07-31 03:36VulDB (CVE + 风险评级)NEW

CVE-2026-67527 | OPF OpenProject up to 17.5.x File Link /api/v3/work_packages _links.fileLinks privileges management

07-31 03:36VulDB (CVE + 风险评级)NEW

CVE-2026-12946 | IBM Langflow OSS up to 1.10.0 code injection

07-31 03:35VulDB (CVE + 风险评级)NEW

CVE-2026-67594 | yolanmees Spikster CipiAuth middleware/API routing configuration missing authentication

07-31 03:34VulDB (CVE + 风险评级)NEW

CVE-2026-66756 | Apache Tika up to 4.0.0-beta-0 path traversal

07-31 03:34VulDB (CVE + 风险评级)NEW

CVE-2026-67208 | somta Juggle up to 1.6.0 H2 Database Web Console Runtime.exec os command injection

07-31 03:33VulDB (CVE + 风险评级)NEW

CVE-2026-10569 | IBM DevOps Deploy/UrbanCode Deploy up to 8.2.1.0 Plugin Output Logs information disclosure

07-31 03:33VulDB (CVE + 风险评级)NEW

CVE-2026-66755 | Apache Tika up to 3.3.1/4.0.0-alpha-1 ISA-Tab Parser path traversal

07-31 03:32VulDB (CVE + 风险评级)NEW

CVE-2026-11536 | IBM WebSphere Application Server 8.5/9.0 SOAP/JMX Connector code injection

07-31 03:07VulDB (CVE + 风险评级)NEW

CVE-2026-18140 | AWS aws-smithy-json up to 0.62.6 Unknown-Key Skip Path recursion

07-31 03:06VulDB (CVE + 风险评级)NEW

CVE-2026-13444 | IBM Langflow OSS up to 1.10.1 improper authorization

07-31 02:52VulDB (CVE + 风险评级)NEW

CVE-2026-15977 | SGLang up to 0.5.15 insufficiently protected credentials

07-31 02:51VulDB (CVE + 风险评级)NEW

CVE-2026-18245 | AWS Amplify Codegen UI up to 2.20.5 input validation

07-31 02:51VulDB (CVE + 风险评级)NEW

CVE-2026-15978 | SGLang up to 0.5.15 missing authentication

07-31 02:40VulDB (CVE + 风险评级)NEW

CVE-2026-15974 | sgl-project SGLang up to 0.5.15 Multimodal Generation Endpoint /v1/chat/completions image_url server-side request forgery

07-31 02:39VulDB (CVE + 风险评级)NEW

CVE-2026-15976 | SGLang up to 0.5.15 Model Weight Loading update_weights_from_disk deserialization

07-31 02:39VulDB (CVE + 风险评级)NEW

CVE-2026-15969 | SGLang up to 0.5.15 /load_lora_adapter_from_tensors deserialization

07-31 02:38VulDB (CVE + 风险评级)NEW

CVE-2026-15971 | SGLang up to 0.5.15 Dumper Subsystem DUMPER_SERVER_PORT eval injection

07-31 02:38VulDB (CVE + 风险评级)NEW

CVE-2026-10545 | IBM Planning Analytics Local up to 2.1.21 redirect

07-31 02:37VulDB (CVE + 风险评级)NEW

CVE-2026-12733 | IBM DataPower Gateway 10.5.0/10.6.0/10.6CD/11.0.0 resource consumption

07-31 02:37VulDB (CVE + 风险评级)NEW

CVE-2025-36374 | IBM DataPower Gateway xml external entity reference

07-31 02:36VulDB (CVE + 风险评级)NEW

CVE-2026-12943 | IBM HMC up to 10.3.1064.0/11.1.1112.0 code injection

07-31 02:36VulDB (CVE + 风险评级)NEW

CVE-2024-40683 | IBM Operations Analytics up to 1.3.8.4 session expiration

07-31 02:35VulDB (CVE + 风险评级)NEW

CVE-2024-25039 | IBM Engineering Requirements Management DOORS and DOORS Web Access resource consumption

07-31 02:01VulDB (CVE + 风险评级)NEW

CVE-2026-14227 | MikroTik RouterOS API Session Management session expiration

07-31 02:00VulDB (CVE + 风险评级)NEW

CVE-2026-51272 | schreibfaul1 ESP32-audioI2S 3.4.5 src/Audio.cpp latinToUTF8 heap-based overflow

07-31 01:35VulDB (CVE + 风险评级)NEW

CVE-2026-66415 | Leantime up to 3.6.1 Blueprint Import Blueprints::import server-side request forgery (ID 3656)

07-31 01:35VulDB (CVE + 风险评级)NEW

CVE-2026-64870 | 1Panel-dev MaxKB up to 2.10.4-lts UpdateStoreTool UpdateStoreTool.update_tool download_url/download_callback_url redirect (EUVD-2026-51201)

07-31 01:34VulDB (CVE + 风险评级)NEW

CVE-2026-48499 | Activepieces up to 0.83.x Code piece sandbox path traversal (EUVD-2026-51202)

07-31 01:33VulDB (CVE + 风险评级)NEW

CVE-2026-66416 | Leantime up to 3.6.1 VerifyCsrfToken Middleware app/Http/Kernel.php cross-site request forgery (EUVD-2026-51199)

07-31 01:33VulDB (CVE + 风险评级)NEW

CVE-2025-0152 | IBM Engineering Requirements Management DOORS and DOORS Web Access cross site scripting (EUVD-2025-210544)

科技硬件

28 条

07-31 08:00Taipei TimesNEW

Supreme Court rejects two appeals in TSMC leak case

07-31 08:00Taipei TimesNEW

TSMC outlook not hit by quake

07-31 08:00Taipei TimesNEW

Microsoft’s cloud accelerates to fastest growth since 2022

07-31 03:55The Information (Google News 代理)NEW

Amazon’s Zoox Wins Federal Approval to Charge for Rides - The Information

07-31 03:23Bloomberg 科技NEW

Apple (AAPL) Earnings: Live Q3 2026 Results From iPhone Maker

07-31 03:00The VergeNEW

Samsung’s Galaxy Watch 9 is $40 off at Costco and comes with over $50 in freebies

07-31 02:58CNETNEW

Samsung Expects the Chip Shortage to Get Worse Before It Gets Better

07-31 02:46Barron's (Google News 代理)NEW

Micron Stock Is Surging. Why a Samsung Warning Is Sparking a Memory Rebound. - Barron's

07-31 02:41The Next WebNEW

US senators warn Apple not to buy Chinese memory chips to escape the shortage

07-31 02:29Channel News AsiaNEW

US signs letters of intent worth $874 million to boost semiconductor research

07-31 02:26美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

Wall Street jumps as Microsoft sees biggest leap since 2008 - Reuters

07-31 02:12HK Stocks · Hang Seng (EN, Google News)NEW

WATCH | Technical analysis on Meta, Alphabet and Ishare Core Hang Seng 50 ETF - Business Day

07-31 02:08Thurrott (微软/Windows 生态)NEW

Microsoft Brings its Xbox App to Hisense and VIDAA OS-powered TVs

07-31 02:04美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

Nasdaq Posts Best Day Since June on Microsoft Azure Revenue Surge - The Motley Fool

07-31 01:43Bloomberg 科技NEW

Microsoft Surges, Meta Slides | Open Interest 7/30/2026

07-31 01:36MarketWatchNEW

Micron, Sandisk and other chip stocks get major boosts in the wake of Microsoft’s earnings

07-31 01:32美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

Stock Market Midday, July 30: Microsoft Soars 15%, Boosting Tech Stocks - The Motley Fool

07-31 00:55美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

Why is US Stock Market Up Today? Dow Jones Climbs 300 Points, Nasdaq Rally as Microsoft Surges & Meta Slides 8.5% Ahead Fed Decision & Inflation Amid Middle East Tensions | What Investors Should Watch - The Sunday Guardian

07-31 00:51Thurrott (微软/Windows 生态)NEW

Microsoft Earnings Analysis: Hide Me The Money ⭐

07-31 00:44DecryptNEW

Your 'Sexual Wellness' Pills Order Info From Hims Got Shared With Meta, Says FTC

07-31 00:17CNBC 头条NEW

Cramer sees a 'sure signal to buy' stocks. Plus what we want from Amazon's results

07-31 00:06CNBC 头条NEW

Amazon on deck to report earnings after the bell with cloud, capex in focus

07-30 22:38美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

Nasdaq Soars 2.54% as Microsoft Jumps 15%; S&P 500, Dow Rebound After Fed-Led Selloff - hdfcsky.com

07-30 22:29Rapid7 Blog (漏洞研究)NEW

Metasploit Framework 6.5 Released

07-30 21:42美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

US Stock Market Today: Nasdaq Soars 1.6% As Microsoft Shares Spike 15%; S&P 500, Dow Rebound - NDTV Profit

07-30 20:5736氪快讯NEW

亚马逊旗下Zoox获美监管机构临时豁免，可商业部署至多5000辆自动驾驶出租车

07-30 08:42美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

US stock futures rise as Microsoft surges on strong earnings By Investing.com - Investing.com India

07-30 07:12The Information (Google News 代理)NEW

Amazon Lens Company News & Analysis - The Information

财经市场

21 条

07-31 03:40NYT 商业NEW

Bond Investors’ Inflation Angst Rises on Fed’s Lack of Guidance

07-31 03:29Bloomberg 市场NEW

BOE Follows the Fed, Holds on Rates

07-31 03:06CNBC 头条NEW

Here's where Jeffrey Gundlach is investing after the Fed held rates steady

07-31 03:03Bloomberg 市场NEW

Fed's Credibility Questioned, ‘Bond Vigilantes’ Return | Real Yield 7/30/2026

07-31 02:21Bloomberg 市场NEW

Wall Street Delivers Harsh Verdict on Warsh Fed

07-31 02:14Barron's (Google News 代理)NEW

Jersey Mike’s Stock Slides Below IPO Price in Market Debut - Barron's

07-31 01:42PYMNTS (支付/金融科技)NEW

Consumer Spending Outpaces War Headwinds to Fuel 1.5% GDP Growth

07-31 01:32VulDB (CVE + 风险评级)NEW

CVE-2026-10695 | IBM Db2 up to 12.1.4 Federated Server resource consumption

07-31 00:24SCMP 香港NEW

Unitree to launch IPO next week as US-China robotics rivalry intensifies

07-30 23:52Al Jazeera EnglishNEW

US GDP growth dips as inflation and trade deficits pressure economy

07-30 23:10港交所 / 新股 IPO (Google News)NEW

【新股IPO】宇樹科技科創板IPO進入最後直路 8月10日開放申購 - 香港經濟日報HKET

07-30 21:40Reuters 市场 (Google News 代理)NEW

South African rand firms on weaker dollar as markets digest local producer inflation data - Reuters

07-30 21:28Barron's (Google News 代理)NEW

The Fed Faces a Credibility Crisis—and the Stock Market Will Pay the Price - Barron's

07-30 21:23Reuters 市场 (Google News 代理)NEW

US inflation slows in June, but reversal likely amid Middle East conflict - Reuters

07-30 20:4836氪快讯NEW

美国第二季度实际GDP年化季率初值升1.5%

07-30 20:3936氪快讯NEW

英国央行行长：没有证据表明出现二轮效应，但不应对此放松警惕

07-30 18:11Reuters (Google News 代理)NEW

Mapping the Market: Nasdaq selloff breaks key support levels after Fed - Reuters

07-30 08:09港交所 / 新股 IPO (Google News)NEW

新股IPO丨拿森科技今起招股籌逾6億入場費1129元 - 信報網站

07-30 07:28港交所 / 新股 IPO (Google News)NEW

新股消息 | 浙能邁領港股IPO招股書失效 - Moomoo

07-30 07:00美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

Dow Sees Worst Day In Over A Year, Nasdaq Enters Correction Territory As Fed Decision Piques Inflation Concerns — SPCX, CAT, ADBE, SOFI, HIMS Stock In Focus - TradingView

07-30 05:05Yahoo Finance 美股NEW

Markets react to Fed's July interest rate decision

中美地缘

21 条

07-31 04:02NYT 政治NEW

Trump Says He May Drop Blanche’s Attorney General Nomination, for Now

07-31 03:52Bloomberg 政治NEW

Trump Faces Iran War Conundrum | Balance of Power 7/30/2026

07-31 03:44NYT 政治NEW

Senate Committee Approves Measure to Block Trump’s Effort to Gut Education Dept.

07-31 03:35Bloomberg 政治NEW

Trump Weighs $100,000 Fee for Foreign Students to Work Post-Grad

07-31 03:35Reuters (Google News 代理)NEW

Arrested Canadian NATO intern suspected of spying for China, sources say - Reuters

07-31 03:29The Guardian WorldNEW

US Senate rejects bid to rein in Trump’s authority over Iran war

07-31 03:21CNBC 头条NEW

Trump says sanctions bill should include tariffs on Iran, despite 'trivial' trade with U.S.

07-31 03:05Axios (Google News 代理)NEW

Trump says he's open to delaying Blanche nomination over GOP defectors - Axios

07-31 02:57Bloomberg 政治NEW

Trump Puts Immunity From Probes Over His Fight for Blanche

07-31 02:56NYT 首页NEW

Trump’s Tariff Exemptions Include Diamonds, Oil and Gas, Copper and Other Items

07-31 02:25Reuters (Google News 代理)NEW

Trump says he could withdraw, then renominate Blanche as attorney general - Reuters

07-31 01:47NPR 头条NEW

The Trump administration wants $10 million more to cover its July Fourth celebrations

07-31 01:26Lawfare (Google News 代理)NEW

Lawfare Live: The Trials of the Trump Administration, July 31 - Lawfare

07-31 01:17NYT 首页NEW

Why Democrats Won’t Stop Forcing Votes On Trump’s Iran War Powers

07-31 00:30NPR 头条NEW

Trump says he 'may' pull Blanche AG nomination temporarily

07-31 00:28Al Jazeera EnglishNEW

NATO jets scramble as Russian missile detonates in Poland

07-31 00:21FT 国际NEW

Trump says he could pull Todd Blanche’s attorney-general nomination

07-30 21:16Reuters (Google News 代理)NEW

Trump’s DOJ charged hundreds with assaulting officers. Many cases were dropped, but the damage was done - Reuters

07-30 21:02The Economist (Google News 代理)NEW

Donald Trump is warming to Volodymyr Zelensky - The Economist

07-30 18:25Axios (Google News 代理)NEW

Exclusive: Congress presses Trump on D.C. golf course plans - Axios

07-30 11:04香港经济日报财经 (inews 子域)NEW

美國｜埃及天然氣倉遇襲轟伊朗報復美軍被炸 - 香港經濟日報HKET

港股恒指

14 条

07-31 00:40港交所 / 新股 IPO (Google News)NEW

律誠信託發行23萬股新股，招股價溢價於資產淨值作者 Investing.com - Investing.com 香港 - 股市報價& 財經新聞

07-31 00:20港股 · 恒生指数 (中文, Google News)NEW

智通港股投資日誌|7月31日作者智通財經 - Investing.com 香港 - 股市報價& 財經新聞

07-31 00:00HK Stocks · Hang Seng (EN, Google News)NEW

As Hong Kong ages and life goes digital, Hang Seng’s Silver Academy helps seniors stay active, connected and confident - South China Morning Post

07-30 23:51港股 · 恒生指数 (中文, Google News)NEW

恒指夜期丨報25930 升26點 - 信報網站

07-30 22:20港交所 / 新股 IPO (Google News)NEW

新股前瞻｜以“局部遞送”切分JAK抑制劑百億藍海普祺醫藥能否跨過商業化鴻溝？提供者智通財經 - Investing.com 香港 - 股市報價& 財經新聞

07-30 22:01港股 · 恒生指数 (中文, Google News)NEW

指微漲收官！指數與恒科走勢爲何嚴重分化？港股劇烈分化，板塊輪動開啓接下來如何應對？港股衝高回落，資金出現賽道切換，接下來需要看這個？ - Moomoo

07-30 18:54港股 · 恒生指数 (中文, Google News)NEW

恒指夜期丨報25698 跌86點 - 信報網站

07-30 16:52港交所 / 新股 IPO (Google News)NEW

【新股上市】中際旭創低收2% 抽中一手輸$1000 - Now 財經

07-30 16:32港股 · 恒生指数 (中文, Google News)NEW

港股收評：恒指上漲恒科下跌 - 香港商报

07-30 16:20港交所 / 新股 IPO (Google News)NEW

打新必看 | 7月31日两只新股申购 - FX168财经

07-30 11:24港交所 / 新股 IPO (Google News)NEW

新股掛牌｜中際旭創首掛失守招股價，公司稱致力持續創新推動技術進步|香港經濟日報 - 香港經濟日報HKET

07-30 11:22港交所 / 新股 IPO (Google News)NEW

《新股》智駕技術商拿森科技(02261.HK)今起招股入場費1,129元 - Moomoo

07-30 09:32港交所 / 新股 IPO (Google News)NEW

新股上市丨中際旭創首掛低開近1% - 信報網站

07-30 09:30港股 · 恒生指数 (中文, Google News)NEW

恒指競價時段升67點中際旭創首日掛牌低開近1% - RTHK News

美股大盘

13 条

07-31 03:54Seeking AlphaNEW

KKR signals plan to scale Strategic Holdings operating earnings to $1.1-plus B by 2030 as Helix launches with $10-plus B

07-31 03:47Seeking AlphaNEW

Dominion Energy Q2 2026 earnings preview: Analysts forecast lower EPS

07-31 03:10经济通 etnet 港股 (Google News 代理)NEW

商品動向｜高盛警告柴油供應危機成油市最大威脅 | 全部 - 新聞 - 美股 - etnet 經濟通

07-31 02:35经济通 etnet 港股 (Google News 代理)NEW

美股動向 | Adidas上調全年收入增幅預測至9%至10% | 全部 - 新聞 - 美股 - etnet 經濟通

07-31 02:27Barron's (Google News 代理)NEW

Bristol Myers Stock Rises After Beating Earnings Expectations and Hiking Guidance - Barron's

07-31 01:03Banking Industry (Google News 聚合)NEW

Lloyds Banking Group PLC (LYG) (H1 2026) Earnings Call Highlights: Strong Profit Growth and ... - Yahoo Finance Singapore

07-31 00:45经济通 etnet 港股 (Google News 代理)NEW

商品動向｜韋丹塔首季盈利飆71.8%，受惠基本金屬價升及成本下降 | 全部 - 新聞 - 美股 - etnet 經濟通

07-30 23:17美股大盘 (S&P/Nasdaq/Dow, Google News)NEW

US Stock Market Today: Dow Jones, NASDAQ & S&P 500 Major Indexes Trading Up Amid Tech Earnings & More | Here’s What Investors Should Watch - The Sunday Guardian

07-30 22:04Barron's (Google News 代理)NEW

L3Harris Stock Tanks After Earnings Beat. The Defense Business Is Growing. - Barron's

07-30 20:5736氪快讯NEW

热门中概股美股盘前涨跌不一，好未来涨超14%

07-30 20:5536氪快讯NEW

美股大型科技股盘前多数上涨，Arm涨超11%

07-30 16:36经济通 etnet 港股 (Google News 代理)NEW

環球動態 | 何立峰與貝森特及格里爾通話，就美對華限制措施表嚴正關切 | 重點新聞 - 新聞 - 美股 - etnet 經濟通

07-30 05:25香港经济日报财经 (inews 子域)NEW

【美股收市】議息後30年期債息抽升創19年高道指狂瀉1153點（不斷更新） - 香港經濟日報HKET

加密货币

5 条

07-31 03:32DecryptNEW

Treasury Secretary Invokes Bitcoin Creator Satoshi Nakamoto in Plea for Clarity Act

07-31 02:24Polymarket 预测趋势NEW

📉 -6.2pp | Will Bitcoin reach $67,500 in July? (Yes: 8.5% → 2.2%)

07-31 02:18The Hacker News (安全)NEW

DPRK-Linked macOS Malvertising Uses Fake Updates to Deliver Crypto-Stealing Malware

07-31 02:00IEEE SpectrumNEW

IEEE Publishing Ethics Team Upholds Research Integrity

07-31 01:34VulDB (CVE + 风险评级)NEW

CVE-2026-12118 | IBM webMethods Integration 10.11/10.15 deserialization (EUVD-2026-51200)

AI大模型

211 条

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掘金100:03~04:022次

解剖 Claude Code：逆向工程视角下的入口架构分析

华尔街见闻最热100:03~04:022次

微软上季云+AI强劲答卷：Azure收入增超40%，资本支出低于预期，新增数据中心租约超1300亿｜财报见闻

AI 热点100:03

RadixArk 与 Google Cloud 合作，将完整 SGLang 功能引入 TPU

AI 热点104:02

Databricks：构建AI优先医疗组织的基础

财联社深度104:02

谷歌发布新一代机器人AI模型剑指“灵巧性”难题

MKT 新闻104:02

Daily Telegraph reported the U.S. State Department will reissue 250,000 'Patriot passports' bearing President Trump's portrait, citing 'extremely strong demand'.

MKT 快讯100:03

Citadel buys large portion of Situational Awareness's public AI equity holdings

MKT 快讯104:02

Iraq government spokesman said if the Strait of Hormuz remains closed, the government will turn to external borrowing.

华尔街见闻最新104:02

甲骨文涨超8%，宣布扩大与谷歌Gemini AI合作

格隆汇200:03~04:022次

大行评级｜花旗：降Meta目标价至800美元，AI产品路线图渐见清晰

GitHub Trending200:03~04:022次

microsoft / AI-For-Beginners

IT 之家200:03~04:022次

自用还是出售赚钱？科技巨头面临 AI 算力分配难题

Product Hunt200:03~04:022次

AI Search Console

Hacker News2-3📉00:03~04:022次

Gemini Robotics 2 brings whole body intelligence to robots

AI 热点200:03

马斯克：两年后AI将令人惊叹

Hacker News204:02

Advancing the price-performance frontier with GPT‑5.6

MKT 新闻200:03

The U.S. military said no U.S. aircraft were destroyed or damaged in Iran's recent attacks.

MKT 快讯200:03

Qualcomm (QCOM.O) CEO said memory-chip prices have risen sharply and that higher prices are changing consumer behavior.

MKT 快讯204:02

Iranian foreign minister Araghchi said Egypt is an important regional friend and partner and that its security is vital to Iran.

华尔街见闻快讯204:02

法官质疑美国政府封杀Anthropic AI的理由是否充分

V2EX2-5📉00:03~04:022次

memU：给 Claude Code、OpenClaw、Hermes 装上共享 memory 层

AI 热点300:03

Nscale 以 16.5 亿美元收购 Anyscale，加码 AI 计算全栈布局

MKT 新闻300:03

President Trump said he could renominate Bulanchi after Republican Senators Cornyn and Tillis leave office.

MKT 快讯300:03

Financial Times reports hedge fund Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner and with $24bn AUM, has rapidly sold a large portion of its $16bn public-equity holdings to Citadel after suffering heavy losses.

V2EX304:02

用 ai 做了个国家发展模拟器：从 1949 年起按月经营中国

华尔街见闻快讯300:03

基金公司Situational Awareness对Anthropic持股50亿美元。高盛、摩根大通参与了Situational Awareness大宗交易的磋商。 Situational Awareness将保持私人投资公司的地位。（英国金融时报）

GitHub Trending400:03~04:022次

different-ai / openwork

掘金400:03~04:022次

2026 了，前端转 AI 全栈我是这么学的 😍😍😍

Product Hunt400:03~04:022次

Claude Code usage tracking by LangWatch

华尔街见闻最热4-5📈00:03~04:022次

沃什：2%通胀目标不动摇，保持独立性，关注AI变革（附全文）

中美地缘

76 条

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靠谱新闻100:03~04:022次

美国援引1930年关税法对加拿大商品加征50%关税

财联社电报104:02

乌克兰称收到欧盟34.7亿欧元国防援助贷款

凤凰网200:03~04:022次

科威特军方：伊朗袭击该国北部致一中企雇员死亡

靠谱新闻200:03~04:022次

特朗普世界杯颁奖后滞留舞台被西班牙队裁出合照

华尔街见闻最热200:03~04:022次

布油盘中涨超8%！特朗普一再警告“狠狠打击”伊朗，寻求对伊加征关税

华尔街见闻快讯200:03

【美军称没有美国飞机在伊朗最近的袭击中被摧毁】美军中央司令部30日在社交媒体上发文称，在伊朗最近的袭击中，没有美国飞机被摧毁或损坏。“所有导弹和无人机均被拦截或未能到达目标区域。” 伊朗伊斯兰革命卫队此前发表声明称，为回应美国的袭击，革命卫队袭击了约旦阿兹拉克美军基地，摧毁3架F-35战斗机，并严重损坏另外3架战机。（新华社）

联合早报2-4📉00:03~04:022次

消息：俄罗斯时隔多月再次向乌克兰发射朝鲜导弹

卫星通讯社300:03~04:022次

媒体：伊朗伊斯兰革命卫队威胁称若遭侵略将打击中东地区敌方基地

华尔街见闻快讯304:02

乌克兰称收到欧盟34.7亿欧元国防援助贷款

联合早报3-5📉00:03~04:022次

特朗普：若中国向伊朗提供武器我会感到失望

凤凰网400:03~04:022次

有报道称中方将提供400枚肩扛式导弹给伊朗，外交部：毫无根据

卫星通讯社400:03~04:022次

俄外交部：俄罗斯无意攻击北约国家，对平等对话持开放态度

卫星通讯社500:03~04:022次

美官员称伊朗暗杀特朗普威胁“可信度不高”

腾讯新闻综合早报500:03~04:022次

美军称没有美国飞机在伊朗最近的袭击中被摧毁

法布财经500:03

乌克兰敖德萨：敌方多组攻击型无人机正飞往阿尔齐兹、谢尔希伊夫卡、塔尔塔布纳雷与乔尔诺莫尔斯克。

法布财经快讯500:03

乌克兰敖德萨：敌方多组攻击型无人机正飞往阿尔齐兹、谢尔希伊夫卡、塔尔塔布纳雷与乔尔诺莫尔斯克。

卫星通讯社600:03~04:022次

美军中央司令部确认对伊朗发动袭击

凤凰网600:03

伊朗称打击约旦美军基地并摧毁3架F-35战机

凤凰网604:02

伊朗称摧毁3架F-35战机，美军回应

参考消息700:03~04:022次

美智库：与伊朗的冲突面临防空导弹短缺

法布财经头条700:03~04:022次

美伊局势持续紧张，关税升级与能源供应预期交织

卫星通讯社700:03~04:022次

伊朗伊斯兰革命卫队宣布关闭霍尔木兹海峡

今日头条6-12📉00:03~04:022次

中国向伊朗提供400枚导弹？外交部回应

华尔街见闻最新6-14📉00:03~04:022次

特朗普威胁“狠狠打击”伊朗后，美军发动新一轮空袭

法布财经804:02

据每日电讯报：由于“需求极其旺盛”，美国国务院将再次发行25万本印有美国总统特朗普肖像的“爱国者护照”。

法布财经快讯804:02

据每日电讯报：由于“需求极其旺盛”，美国国务院将再次发行25万本印有美国总统特朗普肖像的“爱国者护照”。

澎湃新闻10-11📉00:03~04:022次

以媒：内塔尼亚胡向特朗普阐述对伊“三种情景”

法布财经头条1100:03~04:022次

中东局势现停火希望，美国关税升级叠加能源风险

靠谱新闻1100:03~04:022次

美军袭击伊朗在建核电站美伊冲突持续升级

参考消息1200:03~04:022次

特朗普称要求泽连斯基结束战争

财经市场

67 条

▼3/9

法布财经头条100:03~04:022次

美伊军事压力加剧，美联储鹰派转向预期升温

法布财经200:03

花旗：沃什关注更广泛通胀指标或降低近期加息可能。

法布财经204:02

法布财经快讯200:03

花旗：沃什关注更广泛通胀指标或降低近期加息可能。

法布财经快讯204:02

华尔街见闻最新204:02

宇树科技员工资管计划拟参与IPO战略配售，王兴兴认购1500万

法布财经头条300:03~04:022次

长鑫科技上市深度解读：科创板史上最大IPO如何重塑A股格局

财联社电报300:03

艾斯迪北交所IPO将于8月6日上会

金十数据300:03

艾斯迪北交所IPO将于8月6日上会

华尔街见闻最热300:03

十年最强鹰派分歧？美联储继续按兵不动、强调通胀承诺，但三票委支持加息

华尔街见闻最新304:02

美国30年期房贷利率升至6.66%，创一年新高

法布财经504:02

机构：美联储或已为日本干预汇市创造机会。

法布财经快讯504:02

机构：美联储或已为日本干预汇市创造机会。

金十数据500:03

花旗：沃什关注更广泛通胀指标或降低近期加息可能

华尔街见闻最新1-9📉00:03~04:022次

德国7月CPI升至2.8%创三个月新高，欧洲央行9月加息预期陡增

华尔街见闻最新3-11📉00:03~04:022次

美联储7月按兵不动通胀预期升温，美消费信贷风险上行，国内定调加大逆周期调节力度---0730宏观脱水

华尔街见闻最热600:03~04:022次

中东局势突变叠加美联储鹰派分歧，油价飙8%，纳指六连跌，30年美债收益率创2007年最高

金十数据604:02

机构：美联储或已为日本干预汇市创造机会

华尔街见闻快讯600:03

美国财政部拍卖四周期国债，得标利率3.630%，投标倍数2.80。拍卖八周期国债，得标利率3.675%，投标倍数2.74。

法布财经700:03

美国财政部拍卖四周期国债，得标利率3.630%，投标倍数2.80。拍卖八周期国债，得标利率3.675%，投标倍数2.74。

法布财经快讯700:03

美国财政部拍卖四周期国债，得标利率3.630%，投标倍数2.80。拍卖八周期国债，得标利率3.675%，投标倍数2.74。

参考消息800:03~04:022次

皮尤：加墨民众对华好感度大幅上升

财联社热门800:03~04:022次

PCE符合预期GDP放缓微软大涨推动纳指期货涨超1% | 今夜看点

法布财经800:03

英国央行贝利：“低招聘、低裁员”经济格局推高失业率。

法布财经快讯800:03

英国央行贝利：“低招聘、低裁员”经济格局推高失业率。

MKT 快讯804:02

TS Lombard: Fed dovish tilt after Warsh comments may open window for Japanese FX intervention

财联社深度8-11📉00:03~04:022次

英国央行如期维持利率不变加息阵营扩大至三人

法布财经头条900:03~04:022次

中东冲突风险升温，美政府停摆预期与日央行鹰派信号并存

抖音904:02

美联储维持利率不变

法布财经900:03

贝伦贝格：英国央行无需坚持紧缩路径。

科技硬件

30 条

▼4/9

格隆汇100:03~04:022次

Wedbush下调Meta目标价至595美元

财联社热门3-4📈00:03~04:022次

【焦点复盘】科创50跌超5%失守半年线，存储芯片股午后局部反攻，万亿光模块龙头现天量巨震

MKT 快讯304:02

Amazon and Apple will report earnings after the U.S. market close on July 30.

财联社电报500:03

财联社7月30日电，高通公司首席执行官表示，存储芯片价格涨幅“非常显著”，价格上涨正改变消费者行为。公司未来增长将主要依靠汽车业务的需求拉动。智能手机市场将继续“受到抑制”。

Solidot3-7📉00:03~04:022次

熊本地震导致当地半导体工厂停工

华尔街见闻最热5-7📈00:03~04:022次

逢低买盘推动美股走高，费城半导体指数涨超7%，微软涨超14%，油价转跌

雪球600:03~04:022次