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SpaceX vs Rocket Lab
你好，希望你今天一切都好。 Hello, hope you're having a great day. 昨天股价出现回调，表面原因被归结为"板块轮动"，这一点其实早在意料之中。 Yesterday's decline was attributed on the surface to sector rotation — hardly surprising, given how well-worn this explanation has become. 真实情况是，短线交易者近期已经积累了不小的账面获利，因此他们一方面在锁定利润，另一方面也在重新调整风险敞口。市场把"轮动"讲得像是万能解释，但它并不是。 The
Alphabet、Meta以及Amazon AWS的资本开支 Capital expenditures of Alphabet, Meta, and Amazon AWS
市场现在过度担忧AI资本开支（CapEx）会拖累自由现金流，但美国银行认为，真正应该关注的不是CapEx本身的绝对金额，而是这些资本开支最终能沉淀成多少GW（吉瓦）的数据中心容量，以及每一GW容量能够产生多少收入。 The market is currently overly concerned that AI capex will weigh on free cash flow, but Bank of America believes the real focus shouldn't be on the absolute size of capex, but rather how much of it converts into
摩根大通TMT全球半导体行业研究报告 J.P. Morgan TMT Global Semiconductor Industry Research
摩根大通TMT（科技、媒体与电信）专门销售团队于2026年7月5日发布的全球半导体行业简报。 This global semiconductor industry brief was published on July 5, 2026, by J.P. Morgan's dedicated TMT (Technology, Media & Telecom) sales team. 核心宏观与市场背景 Core Macro and Market Backdrop 强劲但动荡的二季度：尽管面临逆风，费城半导体指数（SOX）在二季度上涨近88%，创成立以来最大季度涨幅。但进入三季度初，市场出现了预设的回调。 A strong but turbulent Q2: despite facing
最高涨幅排行榜 Top Gainers Ranking
以下是所有推介股票的最大涨幅排名。 Below is the performance ranking of all recommended stocks based on their maximum gains post-recommendation. 统计区间为2025年11月1日至2026年5月13日。所有推介的入场价、目标价及推介日期，均在对应期数「交易机会」文章发布时同步公开，时间戳可完整溯源，付费会员随时可交叉核实。 The statistical period runs from November 1, 2025, to May 13, 2026. All recommended entry prices, target prices, and recommendation dates were published simultaneously in