US chip stocks are down; the Philadelphia Semiconductor Index is down about 5%. AMD (AMD.O) is down more than 8%, NVIDIA (NVDA.O) is down more than 7%, Intel (INTC.O) is down about 4%.

2026-07-27

US chip stocks are down; the Philadelphia Semiconductor Index is down about 5%. AMD (AMD.O) is down more than 8%, NVIDIA (NVDA.O) is down more than 7%, Intel (INTC.O) is down about 4%.

其他消息
2026-07-28

瑞銀分析師在一份報告中指出,微軟(MSFT.O)近期股價回調已爲第四財季業績釋放部分風險,下行空間相對有限。但其仍對微軟維持“買入”評級,同時將微軟目標價從510美元下調至480美元,理由是微軟可能會上調資本支出展望,同時維持而非上調Azure的增長指引——這種高支出疊加有限營收增長預期的組合,似乎不太受市場青睞。除資本支出和投資回報率討論外,微軟還可能面臨多方壓力:其對OpenAI的風險敞口、開源模型可能帶來的替代風險,以及其旗艦生產力軟件業務面臨的質疑。分析師寫道:“總而言之,我們維持‘買入’評級,但對此份財報持更爲平衡的態度。”

2026-07-28

Lebanese presidency: President Michel Aoun strongly condemned an attempted drone attack on Saudi Arabia's oil facilities and said Lebanon supports Saudi Arabia in responding to any actions that threaten its security and sovereignty.