European equities opened mixed on July 22. Germany's DAX opened up 33.76 points (+0.14%) at 25,026.13. The UK's FTSE 100 opened down 11.22 points (-0.11%) at 10,574.69. France's CAC 40 opened down 11.37 points (-0.14%) at 8,351.77. Euro Stoxx 50 opened down 27.98 points (-0.45%) at 6,257.65. Spain's IBEX 35 opened down 115.16 points (-0.59%) at 19,263.64. Italy's FTSE MIB opened down 160.09 points (-0.31%) at 52,125.00.

2026-07-22

European equities opened mixed on July 22. Germany's DAX opened up 33.76 points (+0.14%) at 25,026.13. The UK's FTSE 100 opened down 11.22 points (-0.11%) at 10,574.69. France's CAC 40 opened down 11.37 points (-0.14%) at 8,351.77. Euro Stoxx 50 opened down 27.98 points (-0.45%) at 6,257.65. Spain's IBEX 35 opened down 115.16 points (-0.59%) at 19,263.64. Italy's FTSE MIB opened down 160.09 points (-0.31%) at 52,125.00.

其他消息
2026-07-22

WSJ reports AMD (AMD.O) has signed a multi-year engineering collaboration with ANTHROPIC; AMD will use Claude to accelerate software development.

2026-07-22

圖表顯示,微軟、Alphabet、亞馬遜、Meta和甲骨文的表外債務四年擴大約7倍,已從2022年約2000億美元激增至2026年的約1.65萬億美元,甚至超過五家公司約1.35萬億美元的表內債務。增長主要來自數據中心租賃、芯片和設備採購,以及長期算力合同等AI基礎設施承諾。 這意味着AI競賽的真實投入,遠高於傳統資本開支和債務指標呈現的規模。與此同時,科技巨頭還在增加公開發債,進一步疊加可見槓桿。 若未來AI收入和數據中心利用率無法兌現,當前表外承諾將逐步轉化爲現金流、融資和減值壓力;若需求兌現,則這些承諾會轉化爲算力壁壘。