https://edgen.pre.edgen.tech/zh/news/post/anthropic-targets-1t-ipo-with-47b-revenue-outpacing-spacex2026-07-04T21:03:51.014Zdaily1Edgen Stockzh2026-07-04T21:03:51.014+00:00Anthropic 目标万亿美元IPO，年营收470亿美元，超越SpaceXhttps://static.edwealth.ai/news/images/anthropic-targets-1t-ipo-with-47b-revenue-outpacing-spacex-20260704.pngAnthropic 目标万亿美元IPO，年营收470亿美元，超越SpaceX https://edgen.pre.edgen.tech/zh/news/post/iren-drops-10-on-700m-ceo-stock-grant-diluting-5-of-shares2026-07-04T21:03:41.885Zdaily1Edgen Stockzh2026-07-04T21:03:41.885+00:00IREN暴跌10%，董事会批准向联席CEO授予7亿美元限售股，稀释约5%股份https://static.edwealth.ai/news/images/iren-drops-10-on-700m-ceo-stock-grant-diluting-5-of-shares-20260704.pngIREN暴跌10%，董事会批准向联席CEO授予7亿美元限售股，稀释约5%股份 https://edgen.pre.edgen.tech/zh/news/post/amds-july-ai-event-could-drive-41-upside-as-helios-targets-nvidia2026-07-04T21:02:51.329Zdaily1Edgen Stockzh2026-07-04T21:02:51.329+00:00AMD 7月AI活动有望推动股价上涨41% Helios系统剑指英伟达https://static.edwealth.ai/news/images/amds-july-ai-event-could-drive-41-upside-as-helios-targets-nvidia-20260704.pngAMD 7月AI活动有望推动股价上涨41% Helios系统剑指英伟达 https://edgen.pre.edgen.tech/zh/news/post/tether-ceo-warns-big-techs-55-trillion-ai-bet-risks-bitcoin-contagion2026-07-04T20:02:57.721Zdaily1Edgen Stockzh2026-07-04T20:02:57.721+00:00Tether CEO警告：大型科技公司5.5万亿美元AI豪赌或引发比特币危机https://static.edwealth.ai/news/images/tether-ceo-warns-big-techs-55-trillion-ai-bet-risks-bitcoin-contagion-20260704.pngTether CEO警告：大型科技公司5.5万亿美元AI豪赌或引发比特币危机 https://edgen.pre.edgen.tech/zh/news/post/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up2026-07-04T18:32:36.487Zdaily1Edgen Stockzh2026-07-04T18:32:36.487+00:00Rocket Lab以80亿美元收购Iridium 重塑太空产业格局https://static.edwealth.ai/news/images/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up-20260704.pngRocket Lab以80亿美元收购Iridium 重塑太空产业格局 https://edgen.pre.edgen.tech/zh/news/post/slb-slides-23-as-oil-crash-reshapes-energy-investing2026-07-04T18:02:58.242Zdaily1Edgen Stockzh2026-07-04T18:02:58.242+00:00SLB暴跌23%，油价崩盘重塑能源投资格局https://static.edwealth.ai/news/images/slb-slides-23-as-oil-crash-reshapes-energy-investing-20260704.pngSLB暴跌23%，油价崩盘重塑能源投资格局 https://edgen.pre.edgen.tech/zh/news/post/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market2026-07-04T18:02:47.290Zdaily1Edgen Stockzh2026-07-04T18:02:47.290+00:00纽蒙特股价6月暴跌14.9%，黄金进入熊市https://static.edwealth.ai/news/images/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market-20260704.png纽蒙特股价6月暴跌14.9%，黄金进入熊市 https://edgen.pre.edgen.tech/zh/news/post/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates2026-07-04T17:32:38.965Zdaily1Edgen Stockzh2026-07-04T17:32:38.965+00:00应用材料飙升370%：AI芯片设备需求加速爆发https://static.edwealth.ai/news/images/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates-20260704.png应用材料飙升370%：AI芯片设备需求加速爆发 https://edgen.pre.edgen.tech/zh/news/post/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test2026-07-04T17:03:24.331Zdaily1Edgen Stockzh2026-07-04T17:03:24.331+00:00Arm Holdings从高点回调35%，AI CPU叙事面临考验https://static.edwealth.ai/news/images/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test-20260704.pngArm Holdings从高点回调35%，AI CPU叙事面临考验 https://edgen.pre.edgen.tech/zh/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.291Zdaily1Edgen Stockzh2026-07-04T16:33:44.291+00:00SpaceX市值达2.95万亿美元 估值泡沫担忧升温https://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.pngSpaceX市值达2.95万亿美元 估值泡沫担忧升温 https://edgen.pre.edgen.tech/zh/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:01.210Zdaily1Edgen Stockzh2026-07-04T16:33:01.210+00:00Nebius 六月暴涨20%，AI云容量达4 GWhttps://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.pngNebius 六月暴涨20%，AI云容量达4 GW https://edgen.pre.edgen.tech/zh/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.506Zdaily1Edgen Stockzh2026-07-04T16:27:55.506+00:00Sandisk飙升857%：AI存储芯片短缺延至2028年https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.pngSandisk飙升857%：AI存储芯片短缺延至2028年 https://edgen.pre.edgen.tech/zh/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:34.914Zdaily1Edgen Stockzh2026-07-04T15:03:34.914+00:00伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高https://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.png伯克希尔近四千亿美元现金储备因美联储加息倾向而收益走高 https://edgen.pre.edgen.tech/zh/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.238Zdaily1Edgen Stockzh2026-07-04T14:06:52.238+00:00SpaceX内部人士自8月6日起可出售44%股份https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.pngSpaceX内部人士自8月6日起可出售44%股份 https://edgen.pre.edgen.tech/zh/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.193Zdaily1Edgen Stockzh2026-07-04T14:04:16.193+00:00野村证券反驳关于存储芯片股的两大看空叙事https://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.png野村证券反驳关于存储芯片股的两大看空叙事 https://edgen.pre.edgen.tech/zh/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.568Zdaily1Edgen Stockzh2026-07-04T14:02:18.568+00:00奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿https://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.png奈飞狂揽500亿现金，迪士尼资本开支烧掉200亿 https://edgen.pre.edgen.tech/zh/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.265Zdaily1Edgen Stockzh2026-07-04T13:35:15.265+00:00美光锁定千亿美元营收，AI内存需求激增https://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.png美光锁定千亿美元营收，AI内存需求激增 https://edgen.pre.edgen.tech/zh/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.701Zdaily1Edgen Stockzh2026-07-04T13:05:21.701+00:00中东停火协议提振旅游需求，两只旅游股上涨https://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png中东停火协议提振旅游需求，两只旅游股上涨 https://edgen.pre.edgen.tech/zh/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:29.172Zdaily1Edgen Stockzh2026-07-04T13:03:29.172+00:00标普500前十大权重股占比达40%，加剧集中度风险https://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.png标普500前十大权重股占比达40%，加剧集中度风险 https://edgen.pre.edgen.tech/zh/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.233Zdaily1Edgen Stockzh2026-07-04T13:03:14.233+00:00金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后https://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.png金宝汤收益率达7%，Pool Corp达2.4%——被标普500剔除后