美股持仓日报 - 2026-06-02
生成时间：2026-06-02 23:51 EDT
组合表现
| 指标 | 数值 |
|---|---|
| 组合总市值 | $716,904.11 |
| 昨日收盘市值 | $714,822.37 |
| 今日盈亏 | +$2,081.74 |
| 今日收益率 | +0.29% |
| 来源 | 当前市值 | 今日盈亏 | 今日收益率 |
|---|---|---|---|
| Self-directed | $708,780.42 | +$2,027.13 | +0.29% |
| Managed account | $8,123.69 | +$54.61 | +0.68% |
| 基准 | 今日涨跌 | 组合相对基准 |
|---|---|---|
| S&P 500 (SPY) | +0.37% | -0.07% |
| Nasdaq 100 (QQQ) | +0.79% | -0.50% |
| 半导体 (SOXX) | +5.92% | -5.63% |
今日贡献排行
最大贡献
| 股票 | 当前权重 | 今日涨跌 | 组合贡献 | 今日盈亏 |
|---|---|---|---|---|
| TSM | 12.02% | +2.05% | +0.24% | +$1,730.67 |
| AMD | 4.31% | +2.85% | +0.12% | +$856.33 |
| COHR | 0.77% | +17.77% | +0.12% | +$837.46 |
| AAPL | 3.46% | +3.21% | +0.11% | +$771.37 |
| LITE | 0.57% | +12.62% | +0.06% | +$461.36 |
最大拖累
| 股票 | 当前权重 | 今日涨跌 | 组合贡献 | 今日盈亏 |
|---|---|---|---|---|
| GOOG | 7.21% | -3.11% | -0.23% | -$1,657.62 |
| MSFT | 6.00% | -2.45% | -0.15% | -$1,081.84 |
| NVDA | 21.86% | -0.49% | -0.11% | -$773.66 |
| AMZN | 3.94% | -1.21% | -0.05% | -$346.13 |
| PLTR | 1.16% | -3.78% | -0.05% | -$327.01 |
行情总览
| 股票 | 类型 | 当前权重 | 最新价 | 涨跌 | 日内区间 | 当日走势 |
|---|---|---|---|---|---|---|
| QQQM | ETF | 22.41% | $307.20 | +$0.41 / +0.14% | $304.77 - $307.20 |  |
| NVDA | Stock | 21.86% | $222.82 | -$1.10 / -0.49% | $221.91 - $231.42 |  |
| TSM | Stock | 12.02% | $446.70 | +$8.97 / +2.05% | $439.05 - $447.92 |  |
| GOOG | Stock | 7.21% | $358.50 | -$11.50 / -3.11% | $356.60 - $369.03 |  |
| MSFT | Stock | 6.00% | $441.29 | -$11.10 / -2.45% | $440.62 - $448.42 |  |
| META | Stock | 4.93% | $597.66 | -$2.95 / -0.49% | $597.66 - $608.16 |  |
| AMD | Stock | 4.31% | $521.41 | +$14.45 / +2.85% | $505.10 - $521.41 |  |
| AMZN | Stock | 3.94% | $256.50 | -$3.14 / -1.21% | $254.63 - $261.05 |  |
| AAPL | Stock | 3.46% | $315.19 | +$9.79 / +3.21% | $308.57 - $315.19 |  |
| AVGO | Stock | 1.65% | $481.54 | +$9.11 / +1.93% | $471.86 - $485.77 |  |
| NFLX | Stock | 1.24% | $83.32 | -$2.36 / -2.75% | $83.32 - $84.39 |  |
| TSLA | Stock | 1.23% | $423.74 | +$10.19 / +2.46% | $413.86 - $423.74 |  |
| PLTR | Stock | 1.16% | $152.17 | -$5.98 / -3.78% | $150.34 - $155.60 |  |
| ORCL | Stock | 1.05% | $244.54 | +$2.74 / +1.13% | $239.30 - $248.43 |  |
| AMAT | Stock | 0.87% | $489.93 | +$34.19 / +7.50% | $468.16 - $489.93 |  |
| COHR | Stock | 0.77% | $426.85 | +$64.42 / +17.77% | $394.48 - $432.20 |  |
| FCX | Stock | 0.76% | $71.73 | +$4.98 / +7.46% | $69.03 - $72.00 |  |
| NOW | Stock | 0.73% | $127.64 | -$4.35 / -3.30% | $124.60 - $129.72 |  |
| LLY | Stock | 0.67% | $1,064.63 | -$15.77 / -1.46% | $1,055.25 - $1,074.04 |  |
| ETN | Stock | 0.64% | $417.73 | +$18.02 / +4.51% | $409.38 - $419.10 |  |
| LITE | Stock | 0.57% | $1,029.64 | +$115.34 / +12.62% | $961.00 - $1,033.34 |  |
| KLAC | Stock | 0.56% | $2,044.18 | +$100.70 / +5.18% | $1,964.98 - $2,044.18 |  |
| LRCX | Stock | 0.56% | $334.38 | +$20.31 / +6.47% | $325.30 - $335.26 |  |
| MU | Stock | 0.23% | $1,064.08 | +$24.01 / +2.31% | $1,025.55 - $1,073.82 |  |
技术面状态
| 股票 | 相对 20/50/200 日均线 | 20 日区间 | 成交量 | RSI(14) | 状态 |
|---|---|---|---|---|---|
| AAPL | +4.79% / +13.47% / +19.38% | $276.50 - $315.45 | 0.9x | 75.58 | 偏热 |
| AMAT | +12.21% / +21.89% / +65.85% | $397.37 - $491.51 | 1.2x | 71.10 | 偏热 |
| AMD | +14.20% / +53.06% / +116.43% | $344.88 - $527.20 | 0.6x 缩量 | 70.04 | 偏热 |
| AMZN | -4.15% / +3.12% / +10.64% | $254.37 - $278.56 | 1.1x | 41.55 | 趋势偏强 |
| AVGO | +12.48% / +22.87% / +36.06% | $404.80 - $488.82 | 1.6x 放量 | 73.54 | 偏热 |
| COHR | +15.37% / +31.26% / +107.11% | $308.17 - $433.69 | 1.4x | 63.48 | 趋势偏强 |
| ETN | +4.38% / +5.61% / +14.28% | $367.64 - $423.97 | 0.7x | 57.96 | 趋势偏强 |
| FCX | +12.94% / +14.67% / +35.64% | $56.25 - $72.09 | 1.4x | 61.37 | 趋势偏强 |
| GOOG | -7.13% / +3.14% / +18.99% | $355.00 - $404.47 | 1.7x 放量 | 31.67 | 趋势偏强 |
| KLAC | +9.77% / +16.70% / +50.37% | $1,690.28 - $2,060.08 | 1.0x | 66.29 | 趋势偏强 |
| LITE | +9.53% / +17.73% / +120.74% | $806.62 - $1,085.68 | 1.2x | 53.11 | 趋势偏强 |
| LLY | +3.64% / +10.79% / +13.08% | $943.26 - $1,149.10 | 0.6x 缩量 | 64.26 | 趋势偏强 |
| LRCX | +11.49% / +25.01% / +71.42% | $263.71 - $335.55 | 0.9x | 70.88 | 偏热 |
| META | -2.39% / -3.37% / -10.09% | $592.60 - $643.00 | 1.1x | 47.36 | 趋势偏弱 |
| MSFT | +4.75% / +8.84% / -3.60% | $400.88 - $466.32 | 1.0x | 65.81 | 中性 |
| MU | +32.93% / +82.77% / +205.78% | $605.47 - $1,076.52 | 0.8x | 75.93 | 偏热 |
| NFLX | -4.67% / -10.17% / -17.37% | $83.29 - $91.48 | 1.2x | 32.21 | 趋势偏弱 |
| NOW | +25.88% / +29.67% / -9.52% | $85.44 - $139.20 | 1.2x | 76.19 | 偏热 |
| NVDA | +2.22% / +10.71% / +18.48% | $196.03 - $236.54 | 1.0x | 51.61 | 趋势偏强 |
| ORCL | +23.09% / +39.85% / +18.12% | $178.80 - $250.25 | 1.2x | 79.65 | 偏热 |
| PLTR | +9.52% / +7.22% / -5.79% | $128.75 - $163.70 | 0.9x | 64.74 | 中性 |
| QQQM | +4.19% / +13.19% / +20.45% | $278.98 - $307.33 | 0.7x | 75.34 | 偏热 |
| TSLA | -0.11% / +7.65% / +2.61% | $384.02 - $453.40 | 0.7x | 46.12 | 趋势偏强 |
| TSM | +8.61% / +16.42% / +38.14% | $385.06 - $449.39 | 0.8x | 70.99 | 偏热 |
风险指标
| 股票 | Beta | 20 日波动率 | 60 日波动率 | 60 日最大回撤 | 60 日 Sharpe |
|---|---|---|---|---|---|
| AAPL | 1.06 | 17.90% | 21.87% | -5.44% | 4.00 |
| AMAT | 1.65 | 54.18% | 50.15% | -13.60% | 3.70 |
| AMD | 2.40 | 90.22% | 72.15% | -11.00% | 6.19 |
| AMZN | 1.47 | 24.37% | 28.99% | -7.37% | 2.82 |
| AVGO | 1.44 | 42.56% | 42.68% | -15.14% | 3.92 |
| COHR | 2.05 | 97.25% | 83.30% | -20.29% | 3.41 |
| ETN | 1.24 | 45.01% | 38.34% | -14.12% | 2.20 |
| FCX | 1.32 | 50.50% | 56.06% | -21.02% | 1.70 |
| GOOG | 1.27 | 28.69% | 35.11% | -11.72% | 2.37 |
| KLAC | 1.50 | 52.94% | 49.85% | -11.72% | 3.79 |
| LITE | 1.53 | 107.12% | 101.18% | -18.81% | 3.04 |
| LLY | 0.48 | 32.61% | 37.88% | -15.59% | 0.98 |
| LRCX | 1.82 | 58.09% | 57.10% | -16.29% | 4.10 |
| META | 1.24 | 27.33% | 41.17% | -19.72% | -0.57 |
| MSFT | 1.09 | 33.36% | 30.57% | -12.86% | 1.20 |
| MU | 1.92 | 106.19% | 84.58% | -30.31% | 5.69 |
| NFLX | 1.55 | 24.90% | 31.85% | -22.69% | -2.11 |
| NOW | 0.82 | 82.52% | 75.76% | -31.93% | 0.52 |
| NVDA | 2.24 | 42.40% | 37.29% | -11.21% | 2.73 |
| ORCL | 1.54 | 63.55% | 62.14% | -15.49% | 3.48 |
| PLTR | 1.52 | 61.10% | 55.02% | -20.38% | 0.02 |
| QQQM | N/A | 15.79% | 18.58% | -8.15% | 5.03 |
| TSLA | 1.79 | 42.94% | 41.31% | -15.83% | 0.87 |
| TSM | 1.26 | 40.68% | 41.81% | -10.73% | 2.99 |
估值快照
| 股票 | 市值 | TTM P/E | Forward P/E | PEG | P/S | 营收增长 | EPS 增长 |
|---|---|---|---|---|---|---|---|
| AAPL | $4.63T | 38.11 | 32.81 | 2.72 | 10.25 | +16.60% | +19.40% |
| AMAT | $389.08B | 46.10 | 30.31 | 1.55 | 13.41 | +11.40% | +31.30% |
| AMD | $850.42B | 172.70 | 39.88 | 1.23 | 22.71 | +37.80% | +95.10% |
| AMZN | $2.76T | 31.63 | 26.01 | 1.83 | 3.72 | +16.60% | +76.70% |
| AVGO | $2.28T | 93.51 | 25.96 | 0.97 | 33.39 | +29.50% | +33.50% |
| COHR | $83.52B | 203.28 | 52.73 | 0.92 | 12.65 | +20.50% | +1118.30% |
| ETN | $162.16B | 40.94 | 26.56 | 3.02 | 5.69 | +16.80% | -10.20% |
| FCX | $103.10B | 37.95 | 19.03 | 4.51 | 3.90 | +8.80% | +150.30% |
| GOOG | $4.34T | 27.32 | 24.72 | 1.48 | 10.28 | +21.80% | +81.20% |
| KLAC | $267.16B | 57.92 | 41.02 | 2.02 | 20.40 | +11.50% | +10.30% |
| LITE | $80.07B | 181.83 | 56.86 | 0.63 | 32.18 | +90.10% | N/A |
| LLY | $948.95B | 37.74 | 23.93 | 1.45 | 13.13 | +55.50% | +168.10% |
| LRCX | $418.20B | 63.34 | 42.10 | 1.85 | 19.29 | +23.80% | +37.20% |
| META | $1.52T | 21.74 | 16.53 | 0.91 | 7.06 | +33.10% | +60.90% |
| MSFT | $3.28T | 26.25 | 22.82 | 1.42 | 10.30 | +18.30% | +23.10% |
| MU | $1.20T | 50.12 | 10.11 | 0.36 | 20.65 | +196.30% | +770.80% |
| NFLX | $350.89B | 26.88 | 21.68 | 1.69 | 7.48 | +16.20% | +82.80% |
| NOW | $131.65B | 75.98 | 25.39 | 1.21 | 9.43 | +22.10% | +2.00% |
| NVDA | $5.40T | 34.12 | 17.64 | 0.69 | 21.29 | +85.20% | +210.60% |
| ORCL | $703.42B | 43.99 | 30.38 | 1.57 | 10.98 | +21.70% | +26.70% |
| PLTR | $364.80B | 172.92 | 73.36 | 2.24 | 69.83 | +84.70% | +306.70% |
| QQQM | N/A | 36.40 | N/A | N/A | N/A | N/A | N/A |
| TSLA | $1.59T | 392.35 | 168.84 | 5.73 | 16.26 | +15.80% | +16.60% |
| TSM | $2.32T | 38.18 | 22.89 | 1.35 | 0.56 | +35.10% | +58.30% |
未来财报日
| 股票 | 日期 |
|---|---|
| AVGO | 2026-06-03 |
| ORCL | 2026-06-10 |
| MU | 2026-06-24 |
| NFLX | 2026-07-16 |
| TSM | 2026-07-16 |
| FCX | 2026-07-22 |
| NOW | 2026-07-22 |
| TSLA | 2026-07-22 |
| GOOG | 2026-07-23 |
| LRCX | 2026-07-29 |
| META | 2026-07-29 |
| MSFT | 2026-07-29 |
| AAPL | 2026-07-30 |
| AMZN | 2026-07-30 |
| KLAC | 2026-07-30 |
| PLTR | 2026-08-03 |
| AMD | 2026-08-04 |
| ETN | 2026-08-04 |
| LLY | 2026-08-05 |
| AMAT | 2026-08-13 |
| NVDA | 2026-08-26 |
个股新闻
AAPL
- 重要 Apple AI Siri And Bill Splitting Debut Test Long Term Services Story（Simply Wall St.，2026-06-03 01:06）
- 观察 MP Materials Deepens US Ties As Magnet Expansion Reshapes Growth Story（Simply Wall St.，2026-06-03 02:07）
- 观察 SpaceX Valuation Could Put Company in Top Seven by Market Cap（The Wall Street Journal，2026-06-02 22:30）
- 观察 Bank of America resets Nvidia stock forecast after key event（TheStreet，2026-06-02 22:17）
- 观察 AI is carrying the S&P 500 rally: Chart of the Day（Yahoo Finance，2026-06-02 10:00）
AMAT
- 观察 Applied Materials and Photronics Stocks Trade Up, What You Need To Know（StockStory，2026-06-02 23:17）
- 观察 Stock Indexes Post New Record Highs Amid AI Enthusiasm（Barchart，2026-06-02 20:32）
- 观察 Stocks Push Higher on US Labor Market Strength and AI Spending（Barchart，2026-06-02 15:25）
- 观察 Stocks Pressured by Uncertainty of US-Iran Ceasefire Prospects（Barchart，2026-06-02 14:08）
- 观察 Applied Materials: The AI Stock That Wins No Matter Which Chip Wins（Trefis，2026-06-02 13:37）
AMD
- 观察 AMD Helios Rack Platform Puts AI Data Center Ambitions Against Nvidia（Simply Wall St.，2026-06-03 03:09）
- 观察 Why Semtech (SMTC) Stock Is Trading Up Today（StockStory，2026-06-02 23:49）
- 观察 3 Overvalued AI Stocks I Would Stay Far Away From（Motley Fool，2026-06-02 21:20）
- 观察 Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 Nears（MarketBeat，2026-06-02 21:04）
- 观察 Why a massive Nvidia stock rally may be just getting started（Yahoo Finance，2026-06-02 13:06）
AMZN
- 观察 Garth Brooks Considers Sale of Music Catalog, Seeking Roughly $2 Billion（The Wall Street Journal，2026-06-03 00:00）
- 观察 Cheap Stocks, Nervous Market, Big Opportunity: Where to Put $10,000 Right Now（Motley Fool，2026-06-02 23:50）
- 观察 Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
- 观察 AI is carrying the S&P 500 rally: Chart of the Day（Yahoo Finance，2026-06-02 10:00）
- 观察 Amazon sets the stage for its first Prime Day in June since 2021（Yahoo Finance，2026-06-02 05:00）
AVGO
- 观察 Why Did MRVL, AVGO, HPE Stocks Climb To 52-Week Highs Today?（Stocktwits，2026-06-03 02:43）
- 观察 S&P 500, Nasdaq, Dow Futures Ease After Another Record Close As AI Momentum Cushions Iran's Expanding Strikes: MRVL, AVGO, MSFT, PANW In Focus（Stocktwits，2026-06-03 01:41）
- 观察 AI Computing Chip Showdown: Is Nvidia Still King or Is Broadcom the Better Pick?（Motley Fool，2026-06-03 00:50）
- 观察 Broadcom Stock Just Hit a Record High. You Can Thank Nvidia, Alphabet, and Marvell.（Motley Fool，2026-06-03 00:15）
- 观察 What's moving markets: June 3（Yahoo Finance Video，2026-06-02 23:00）
COHR
- 观察 LITE, COHR, GLW Stocks Surge After Nvidia CEO Calls For Using ‘Optics Where You Must'（Stocktwits，2026-06-03 02:36）
- 观察 Coherent (COHR) Hits Record High on Marvell Skyrocket Ride（Insider Monkey，2026-06-03 00:03）
- 观察 Why Corning (GLW) Stock Is Trading Up Today（StockStory，2026-06-02 22:37）
- 观察 Why Coherent (COHR) Stock Is Up Today（StockStory，2026-06-02 22:21）
- 观察 Huang’s copper-vs-optics call sends optical stocks surging（Investing.com，2026-06-02 17:38）
ETN
- 重大 The Boring Sector Quietly Powering the Entire AI Revolution（24/7 Wall St.，2026-06-02 16:04）
- 重大 How The Eaton (ETN) Investment Story Is Shifting With New Deals Guidance And Mixed Analyst Views（Simply Wall St.，2026-05-29 18:06）
- 观察 Review & Preview: Triple Whammy（Barrons.com，2026-06-02 23:55）
- 观察 Watch These 5 Non-Tech Stocks Thriving in 2026 on AI Data Center Boom（Zacks，2026-06-02 12:18）
- 观察 Is Eaton Corporation Stock Underperforming the S&P 500?（Barchart，2026-06-02 01:51）
FCX
- 观察 Rare Earth Stocks, Copper Plays Surging; FCX, MP Near Buy Points（Investor's Business Daily，2026-06-02 16:07）
- 观察 Watch These 5 Non-Tech Stocks Thriving in 2026 on AI Data Center Boom（Zacks，2026-06-02 12:18）
- 观察 Freeport-McMoRan (FCX) Rises Higher Than Market: Key Facts（Zacks，2026-06-01 21:45）
- 观察 First Quantum Minerals (FQVLF) Soars 5.0%: Is Further Upside Left in the Stock?（Zacks，2026-05-29 09:47）
- 观察 Is Freeport-McMoRan Inc. (FCX) Among the Best Performing Silver Stocks So Far in 2026?（Insider Monkey，2026-05-29 08:47）
GOOG
- 重大 Dow Jones Futures: Oil Prices Rise, Palo Alto Falls On Earnings; New Trump Tariffs Coming（Investor's Business Daily，2026-06-03 03:07）
- 重要 Trump signs executive order scaling back AI review requirements（Yahoo Finance Video，2026-06-02 20:22）
- 观察 Why Alphabet Stock Fell Today（Motley Fool，2026-06-03 03:16）
- 观察 Greg Abel Puts His Stamp on Berkshire Hathaway With Pair of Megadeals（The Wall Street Journal，2026-06-03 02:00）
- 观察 How Google is funding its AI push（Yahoo Finance Video，2026-06-02 14:39）
KLAC
- 观察 Stock Indexes Post New Record Highs Amid AI Enthusiasm（Barchart，2026-06-02 20:32）
- 观察 Stocks Push Higher on US Labor Market Strength and AI Spending（Barchart，2026-06-02 15:25）
- 观察 NVTS Stock: What the Neutral Stance Means at Today's Valuation（Zacks，2026-06-02 12:38）
- 观察 Is KLA Corporation Stock Outperforming the Nasdaq?（Barchart，2026-06-02 12:34）
- 观察 Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle（24/7 Wall St.，2026-05-30 10:55）
LITE
- 重大 Dow Jones Futures: Oil Prices Rise, Palo Alto Falls On Earnings; New Trump Tariffs Coming（Investor's Business Daily，2026-06-03 03:07）
- 观察 LITE, COHR, GLW Stocks Surge After Nvidia CEO Calls For Using ‘Optics Where You Must'（Stocktwits，2026-06-03 02:36）
- 观察 Huang’s copper-vs-optics call sends optical stocks surging（Investing.com，2026-06-02 17:38）
- 观察 Coherent and Lumentum Stocks Rise Sharply. Networking Stocks Get a Big Marvell Bump.（Barrons.com，2026-06-02 16:44）
- 观察 Coherent Advances 16%, Lumentum Climbs 13%, Applied Optoelectronics Adds 8% as Optics Rally Broadens（24/7 Wall St.，2026-06-02 16:43）
LLY
- 重大 Beyond the AI Boom: 3 Forgotten Sectors to Buy Amid Historic Market Disconnect（Barrons.com，2026-06-02 13:13）
- 观察 ASCO26: Bispecific antibody and RET fusion-targeting assets garner attention in NSCLC（Pharmaceutical Technology，2026-06-03 00:44）
- 观察 Even If Eli Lilly Stock Continues to Shine, Stay Away from This Pharmaceutical ETF（Barchart，2026-06-02 19:02）
- 观察 Viking Therapeutics' Q3 Catalyst That Could Turn Eli Lilly's and Novo Nordisk's Daily Weight Loss Pill Strategy Upside Down（Motley Fool，2026-06-02 15:08）
- 观察 Eli Lilly and Company’s (LLY) Foundayo and Zepbound Set To Be Covered for Millions of Americans（Insider Monkey，2026-06-02 14:37）
LRCX
- 观察 Why Lam Research (LRCX) Stock Is Trading Up Today（StockStory，2026-06-02 22:13）
- 观察 Stock Indexes Post New Record Highs Amid AI Enthusiasm（Barchart，2026-06-02 20:32）
- 观察 Stocks Push Higher on US Labor Market Strength and AI Spending（Barchart，2026-06-02 15:25）
- 观察 Stocks Pressured by Uncertainty of US-Iran Ceasefire Prospects（Barchart，2026-06-02 14:08）
- 观察 AI Power Boards and SiC Grid to Aid Navitas Semiconductor's Prospects（Zacks，2026-06-02 12:40）
META
- 观察 Cheap Stocks, Nervous Market, Big Opportunity: Where to Put $10,000 Right Now（Motley Fool，2026-06-02 23:50）
- 观察 Meta Employee Backlash Puts AI Data Privacy And Investor Risks In Focus（Simply Wall St.，2026-06-02 23:12）
- 观察 Bank of America resets Nvidia stock forecast after key event（TheStreet，2026-06-02 22:17）
- 观察 SpaceX, OpenAI & Anthropic IPOs: Investors should ask one question（Yahoo Finance Video，2026-06-02 14:16）
- 观察 AI is carrying the S&P 500 rally: Chart of the Day（Yahoo Finance，2026-06-02 10:00）
MSFT
- 观察 NVIDIA Expands Beyond GPUs With RTX Spark And Vera AI Platforms（Simply Wall St.，2026-06-03 03:10）
- 观察 S&P 500, Nasdaq, Dow Futures Ease After Another Record Close As AI Momentum Cushions Iran's Expanding Strikes: MRVL, AVGO, MSFT, PANW In Focus（Stocktwits，2026-06-03 01:41）
- 观察 Dan Ives Says ‘Market Is Mispricing’ MSFT Stock — Here’s Why（Stocktwits，2026-06-02 23:22）
- 观察 Microsoft is turning to AI to combat cyber threats（Yahoo Finance，2026-06-02 18:15）
- 观察 Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
MU
- 观察 Micron (MU) Rises Higher Than Market: Key Facts（Zacks，2026-06-02 21:45）
- 观察 Meet the New Roundhill ETF With 28% of Its Portfolio Parked in Micron Technology Stock（Motley Fool，2026-06-02 20:59）
- 观察 The Hidden Beneficiary of Nvidia’s AI Dominance（24/7 Wall St.，2026-06-02 20:41）
- 观察 The record-setting S&P 500 is putting up some impressive stats: By the numbers（Yahoo Finance，2026-06-02 14:03）
- 观察 Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
NFLX
- 观察 Netflix (NFLX) Stock Falls Amid Market Uptick: What Investors Need to Know（Zacks，2026-06-02 21:45）
- 观察 Why Did Netflix Stock Fall Even Though the Business Kept Growing?（Motley Fool，2026-06-02 21:31）
- 观察 A Look At Netflix (NFLX) Valuation As Live Content And Franchise Deals Broaden Its Business Model（Simply Wall St.，2026-06-02 16:10）
- 观察 How Much Upside Can AMZN Stock's Growth Deliver?（Trefis，2026-06-02 15:48）
- 观察 Amazon Stock's Great Standoff（Trefis，2026-06-02 15:22）
NOW
- 观察 Domo, Q2 Holdings, and The Trade Desk Stocks Trade Down, What You Need To Know（StockStory，2026-06-02 22:05）
- 观察 Freshworks, Sprinklr, and Braze Shares Are Falling, What You Need To Know（StockStory，2026-06-02 21:57）
- 观察 Why Shopify (SHOP) Stock Is Down Today（StockStory，2026-06-02 21:49）
- 观察 ServiceNow (NOW) Stock Declines While Market Improves: Some Information for Investors（Zacks，2026-06-02 21:45）
- 观察 Why a massive Nvidia stock rally may be just getting started（Yahoo Finance，2026-06-02 13:06）
NVDA
- 重大 'Nobody wants to be left behind' in AI adoption: HPE CEO on Q2 earnings（Yahoo Finance Video，2026-06-02 19:36）
- 观察 Walmart+: The Shopping Edge That Leads to 4X More Spending（Motley Fool，2026-06-03 03:48）
- 观察 AI must 'accelerate the core' of your business: Snowflake CEO（Yahoo Finance Video，2026-06-02 14:07）
- 观察 Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
- 观察 AI is carrying the S&P 500 rally: Chart of the Day（Yahoo Finance，2026-06-02 10:00）
ORCL
- 观察 Oracle Reshapes AI Data Centers With Clean Power And Arm Shift（Simply Wall St.，2026-06-02 22:08）
- 观察 Oracle (ORCL) Stock Sinks As Market Gains: Here's Why（Zacks，2026-06-02 21:45）
- 观察 Stock Indexes Post New Record Highs Amid AI Enthusiasm（Barchart，2026-06-02 20:32）
- 观察 Alphabet Is Selling $80 Billion of Stock to Feed Its AI Ambitions—and the Rest of Big Tech May Follow（Barrons.com，2026-06-02 20:09）
- 观察 Oracle Stock's Rally Vaults Larry Ellison Past Bezos to World's Third-Richest Person（Investopedia，2026-06-02 19:57）
PLTR
- 观察 3 Overvalued AI Stocks I Would Stay Far Away From（Motley Fool，2026-06-02 21:20）
- 观察 Stock Indexes Post New Record Highs Amid AI Enthusiasm（Barchart，2026-06-02 20:32）
- 观察 Why Palantir Stock Is Sinking Today（Motley Fool，2026-06-02 19:24）
- 观察 Venture Capital’s Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq（Exec Edge，2026-06-02 18:44）
- 观察 Palantir's AI Infrastructure Momentum: Is PLTR Stock Still a Buy?（Zacks，2026-06-02 17:10）
QQQM
- 观察 The tech trade is overcrowded. Here's your ETF escape route: Chart of the Day（Yahoo Finance，2026-05-29 10:00）
- 观察 The Most-Compared ETFs Right Now — And What They Reveal（etf.com，2026-05-28 23:00）
- 观察 TQQQ’s 3x Promise Quietly Cost Holders 81 Percent in 2022 While the Nasdaq Fell Just 33 Percent（24/7 Wall St.，2026-05-25 14:00）
- 观察 ETF Inflows Hit $725 Billion YTD as DRAM Stays Hot（etf.com，2026-05-18 21:00）
- 观察 History Says VUG Is Not Worth Your Money. Hold This Instead（24/7 Wall St.，2026-05-18 13:56）
TSLA
- 观察 SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says（Bloomberg，2026-06-03 01:55）
- 观察 Trump Criticized Canada's China EV Deal—Elon Musk's Tesla Could Be Among Its Biggest Winners（Benzinga，2026-06-03 01:31）
- 观察 SpaceX Valuation Could Put Company in Top Seven by Market Cap（The Wall Street Journal，2026-06-02 22:30）
- 观察 Bank of America resets Nvidia stock forecast after key event（TheStreet，2026-06-02 22:17）
- 观察 AI is carrying the S&P 500 rally: Chart of the Day（Yahoo Finance，2026-06-02 10:00）
TSM
- 观察 TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know（Zacks，2026-06-02 21:45）
- 观察 Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 Nears（MarketBeat，2026-06-02 21:04）
- 观察 Dow Jones AI Giant Caterpillar, Nvidia Chipmaker TSMC In Or Near Buy Zones（Investor's Business Daily，2026-06-02 19:19）
- 观察 Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift（24/7 Wall St.，2026-06-02 19:03）
- 观察 Can Silicon Motion's Latest SSD Controller for AI PCs Stoke Growth?（Zacks，2026-06-02 16:04）