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7

Aug 2026

闪迪的问题不在于季度业绩

SanDisk四季报营收及经调EPS超预期，数据中心受AI拉动。然指引略逊、更高隐含预期落空触发“业绩悖论”。NAND周期与产能扩张风险仍在，估值关键看签约型数据中心占比提升。

3

Aug 2026

中国的AI存储雄心：全球“Co-NAND-DRAM”趋势

CXMT上市估值飙升至86亿美元，押注中国AI内存底座崛起：DRAM与YMTC NAND共振受政策与资本加持，但仍受制设备出口与存储周期波动考验。

3

Aug 2026

SoFi 能否成为新一代市场领军者，值得投资者信赖？

SoFi财季营收与会员、放贷齐创新高却股价回撤约10%：市场聚焦盈利质量与EPS指引未上调，关注持牌银行与技术平台能否实现规模化盈利。

24

Jul 2026

1inch 增长叙事中缺失的关键环节

1inch一周涨20.8%引爆DeFi基建行情，但协议扩张未必转化代币价值。聚合流动性提升成交效率，关键在价值捕获机制、治理权属性与采用率可持续性。

24

Jul 2026

人工智能交易正进入验证阶段

AI热潮步入财报验证期：云厂商资本开支推升半导体估值，市场借SOXX/SOXL/SMH观察广度、杠杆与集中度；关键在投入能否转化盈利与现金流。

17

Jul 2026

SK海力士与AI存储器风险转移

SK海力士凭HBM受益AI景气，盈利飙升并赴纳斯达克募资265亿美元；但市占下滑、杠杆ETF推升拥挤交易与波动，监管收紧，定价重估风险骤增。

16

Jul 2026

PayPal收购要约考验其扭亏为盈进程

突发并购提案点燃PayPal估值重估：Stripe联合安宏出价60.50美元/股、溢价28%，获约500亿美元承诺融资。董事会将评估；7月28日财报或决定加价至70美元可能。

13

Jul 2026

下周前瞻：市场聚焦伊朗风险，静待美国CPI数据发布

中东涉伊紧张再起推升油价成风险定价“温度计”，市场静候美国CPI/核心CPI及美联储表态校准通胀路径；黄金、美元与股指或随能源冲击触发risk-off。

10

Jul 2026

加密货币的新篇章正由银行书写

《CLARITY法案》参议院受阻，稳定币“类收益”成焦点。银行加速代币化存款网络、加密机构拥抱合规渠道；监管延宕推升资本外溢风险，博弈客户关系主导权。

9

Jul 2026

RKLB重回现实

警惕“标题型利空”扰动：RKLB收购Iridium提振预期后，CEO家族信托按既定计划减持引发情绪性重定价；基本面未显著恶化，但高估值叠加融资与交割期拉长，波动或延续。

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