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Artwork for Badstan每日经济早报

Badstan每日经济早报

Badstan

每天 8 分钟,和我一起快速看懂最重要的经济、市场、科技与国际变量。先抓主线,再看噪音。每早一杯咖啡的时间,让认知先人一步。

PublishesDailyEpisodes29Foundeda month ago
Language
ZH-CN
Number of ListenersCategories
BusinessInvesting

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Artwork for Badstan每日经济早报

Latest Episodes

5月22日 AI正在重写美国梦 📋 今日新闻速览: 1. 道琼斯指数创收盘新高,油价下跌提振市场。 2. 亚马逊和Credo等AI股进入买入区域,英伟达回调。 3. 软件板块过去六个月下跌7.3%,跑输标普500指数。 4. 华尔街主要股指收高,投资者关注中东和平前景。 5. Timucuan减持Thor Industries仓位,该RV制造商业务遍及欧美。 6. 标普500中三只大盘股因增长放缓或竞争加剧需审慎看待。 7. 美国初请失业金人数降至5月中旬以来最低。 8. 上周初请失业金人数保... more

5月21日 芯片和AI仍是市场主线 📋 今日新闻速览: 1. 美光科技在科技股上涨日市场表现走高。 2. Kroger收盘下跌2.72%,报68.68美元。 3. SentinelOne市场表现,收于17.97美元。 4. Wellgistics Health宣布进行股票合并。 5. TJX公司因财报利好市场表现。 6. 美国首次申请失业救济人数降至5月中旬以来最低。 7. 最新一周美国失业救济申请人数维持低位。 8. 美国12月消费者信贷增长加速。 9. 美国第四季度生产率放缓,单位劳动力成... more

5月20日 通胀重燃,AI巨头上演财报前夜 📋 今日新闻速览: 1. 国债收益率攀升,美股周二走低,美光、SanDisk等AI股反弹,市场聚焦英伟达财报。 2. UiPath在韩国推出自动化云服务,测试区域企业需求,市场表现小幅下滑。 3. Unacem Corp一季度营收增长7.1%,但EBITDA下滑和运营挑战拖累业绩。 4. 国债收益率飙升及通胀担忧,数字银行SoFi Technologies市场表现持续承压。 5. 美国初请失业金人数降至5月中旬以来最低水平。 6. 上周初请失业金人数... more

5月19日 通胀预期升温,加息拐点临近 📋 今日新闻速览: 1. 道指重回50,000点,多只股票午后上涨,受企业基本面强劲和中美关系突破推动。 2. United Rentals、Mayville Engineering等多家公司市场表现在午后交易中走高。 3. Oshkosh、Helios、Matrix Service等个股午后上涨,市场情绪受宏观因素提振。 4. Boise Cascade、ArcBest、Rivian等公司市场表现大幅上涨,带动相关板块活跃。 5. Sterling、J... more

5月18日 通胀分化,市场博弈加剧 📋 今日新闻速览: 1. 国际宏观消息继续影响能源、贸易与全球市场预期。 2. 国际宏观消息继续影响能源、贸易与全球市场预期。 3. Korn Ferry市场表现美元,近六个月微跌0.7%,落后标普500。 4. Travelers市场表现美元,近六个月涨幅2.7%,不及标普500表现。 5. 国际宏观消息继续影响能源、贸易与全球市场预期。 6. 美国初请失业金人数降至5月中旬以来最低水平。 7. 最新一周初请失业金人数保持低位。 8. 12月美国消费者信贷... more

5月17日 通胀压力让市场重燃加息预期 📋 今日新闻速览: 1. 比较S&P 500 ETF与科技成长基金IVV和QQQ的风险与回报。 2. Motley Fool专家分享11条最大化401(k)退休计划的建议。 3. Vanguard信息技术ETF表现优于纳斯达克和标普500指数。 4. 一对Reddit夫妇计划用450万美元退休金维持生活并保留本金。 5. Kevin Warsh将接替Jerome Powell担任美联储主席。 6. 美国首次申请失业救济人数降至5月中旬以来最低。 7. 最... more

5月16日 通胀再起,AI开始管你的钱了 📋 今日新闻速览: 1. Poet Technologies 市场表现今日大跌,但今年累计涨幅仍超150%。 2. 某基金因Lionsgate Studios市场表现飙升85%而加大对该公司的投资。 3. ChargePoint Holdings 市场表现收于6.63美元,当日下跌2.64%。 4. MongoDB 市场表现收于312.16美元,在大盘下跌中逆势上涨2.99%。 5. Dollar General 市场表现收于102.38美元,当日下跌... more

5月15日 通胀升温与AI军备竞赛并行 📋 今日新闻速览: 1. 亚马逊因AI推动市值向3万亿美元迈进,AWS增长与2250亿美元AI芯片承诺增强信心。 2. 摩根士丹利将标普500目标上调至8300点,AI繁荣推动企业盈利前景。 3. Deepwater减持Global-e Online一半仓位,出售价值900万美元股票。 4. 国际宏观消息继续影响能源、贸易与全球市场预期。 5. 美银和高盛调整Marvell股票目标价,该股自3月5日以来已上涨135%。 6. 美国初请失业金人数降至5月中... more

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Russia/Business/Investing

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