Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
美國半導體股在7月經歷劇烈震盪，費城半導體指數重挫，波動率急升。投資人對AI投資前景信心動搖，大型科技公司資本支出受審視，開源AI模型普及也引發對半導體黃金時代結束的疑慮。散戶卻逆勢抄底，使市場走向充滿變數。
President Trump canceled a planned strike on Iran, leading to falling oil prices and market optimism. OPEC+ increased oil production, while Japan and the U.S. intervened to strengthen the yen, marking their first joint effort since 2011.
片山さつき財務相は3日、米財務省と協調し7月31日に円買い介入を実施したと発表。今後も追加介入を躊躇しないと表明し、東京市場では円高が進行。米財務長官も日本の措置を強く支持した。
Changchun's party chief, Zhang Enhui, unusually warned of "unprecedented difficulties" for the city's economy on July 22, breaking with typical Chinese official reporting. This rare public admission comes as China's Q2 GDP growth slowed to 4.3%, driven by falling private sector and fixed-asset investment.
Cỗ máy đào hầm Lĩnh Hàng của Trung Quốc đã hoàn thành đoạn ngầm dài 11,3 km dưới sông Trường Giang cho dự án hầm Sùng Thái, đặt nền móng cho tuyến đường sắt cao tốc dưới nước nhanh nhất thế giới. Công trình kết nối đảo Sùng Minh với Thái Thương, dự kiến hoàn thành cuối 2026.
Oil prices, including WTI and Brent crude, fell over 6% following US President Trump's announcement of potential talks with Iran to resolve nuclear issues and reopen the Strait of Hormuz. Despite hopes for a diplomatic breakthrough, market uncertainty persists due to ongoing security risks in shipping routes and skepticism about the negotiations' success.
