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In the first half of 2026, global pension funds poured over $200 billion net into US equities, a record high for the period. This article de
On the first trading day of August 2026, all three major US stock indexes closed higher and hit record highs. The US July ISM manufacturing
2026年二季度，美股上市公司回购规模创下历史新高，标普500成分股回购总额突破3000亿美元。本文分析回购潮背后的驱动力、对股价的支撑作用以及未来可持续性，并探讨投资者如何应对这一市场新常态。
2026年8月2日，伯克希尔哈撒韦披露二季度13F文件，巴菲特大幅增持西方石油、雪佛龙等能源股，同时减持苹果等科技股。市场随即响应，能源板块走强。本文将深入剖析巴菲特此次调仓背后的投资逻辑，结合全球能源供需格局、估值水平及新能源泡沫风险，解读能源板块的投资机遇与风险，并探讨价值投
2026年7月非农就业数据远超预期，失业率降至3.8%，美国经济韧性凸显。本文从就业结构、货币政策、企业盈利与全球资金流向等角度，深度剖析美股长期投资逻辑，并为投资者提供当前环境下的配置策略。聚焦“为什么选择美股”核心议题，帮助读者把握全球资产配置的重要方向。
2026年8月1日，美股半导体板块集体爆发，费城半导体指数大涨2.8%创历史新高。AI芯片需求持续超预期，英伟达、AMD等龙头走强，带动纳斯达克指数上扬。本文从实时行情、行业数据、机构观点等多个维度，深度解读本轮科技股上攻逻辑及后市展望。
2026年7月，美股三大指数屡创历史新高，标普500年内第40次刷新纪录。本文深度剖析美股上涨背后的核心驱动力——从企业盈利、科技创新到美联储政策转向，解读为何美股依然是全球资产配置的压舱石，并展望下半年投资机会。
2026年7月31日美股盘前，默沙东公布KEYTRUDA肺癌III期试验数据，总生存期延长超12个月，股价大涨逾8%，带动医药板块走强。文章解读新药亮点、板块资金回流现象及对大盘的联动影响，为投资者提供美股实时行情分析。
In July 2026, the U.S. stock market ushered in a wave of ETF product innovation and trading mechanism reforms: multiple fund companies launc
On July 30, 2026, the Fed held the federal funds rate at 5.25%-5.50% but adopted a hawkish tone, hinting at possible future rate hikes. US s
As the Q2 2026 US earnings season nears its end, over 80% of S&P 500 companies beat profit estimates, showcasing strong resilience and growt
U.S. Q2 GDP annualized quarterly rate prelim grew 3.2%, far above expectations, easing recession worries. Major U.S. indexes all closed up:
In H1 2026, net purchases of US stocks by foreign investors hit a decade high, with global capital accelerating allocation to US equity mark
US stocks rallied Wednesday, led by tech. Nasdaq composite closed at record high, S&P 500 near peak. Market expects Fed to hold rates next w
Learn how the U.S. stock market works, what drives performance, key risks to watch, and why American equities can offer long-term growth opp
