美股持仓日报 - 2026-06-03
生成时间：2026-06-03 21:37 EDT
组合表现
| 指标 | 数值 |
|---|---|
| 组合总市值 | $708,350.89 |
| 昨日收盘市值 | $717,409.59 |
| 今日盈亏 | -$9,058.70 |
| 今日收益率 | -1.26% |
| CAD 组合总市值 | C$981,343.26 |
| CAD 昨日收盘市值 | C$993,916.58 |
| CAD 今日盈亏 | -C$12,573.32 |
| CAD 今日收益率 | -1.27% |
| USD/CAD 汇率 | 1.3892 |
| 来源 | 当前市值 | 今日盈亏 | 今日收益率 |
|---|---|---|---|
| Self-directed | $700,265.56 | -$9,024.64 | -1.27% |
| Managed account | $8,085.33 | -$34.07 | -0.42% |
| 基准 | 今日涨跌 | 组合相对基准 |
|---|---|---|
| S&P 500 (SPY) | -0.72% | -0.55% |
| Nasdaq 100 (QQQ) | -0.24% | -1.02% |
| 半导体 (SOXX) | +1.23% | -2.49% |
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 |
|---|---|---|---|---|
| AMD | 4.54% | +4.57% | +0.20% | +$1,403.73 |
| META | 5.21% | +3.81% | +0.19% | +$1,354.36 |
| KLAC | 0.59% | +4.03% | +0.02% | +$163.04 |
| LRCX | 0.58% | +3.62% | +0.02% | +$144.08 |
| AMAT | 0.90% | +2.27% | +0.02% | +$141.80 |
最大拖累
| 股票 | 当前权重 | 今日涨跌 | 组合贡献 | 今日盈亏 |
|---|---|---|---|---|
| NVDA | 21.33% | -3.14% | -0.68% | -$4,898.67 |
| TSM | 11.91% | -1.85% | -0.22% | -$1,586.32 |
| MSFT | 6.57% | -2.47% | -0.16% | -$1,181.56 |
| AVGO | 4.02% | -3.42% | -0.14% | -$1,008.97 |
| AMZN | 3.89% | -2.52% | -0.10% | -$712.10 |
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 |
|---|---|---|---|---|---|---|
| NVDA | Stock | 21.33% | $214.84 | -$6.96 / -3.14% | $214.84 - $220.03 |  |
| QQQM | ETF | 19.73% | $306.41 | -$1.05 / -0.34% | $305.35 - $307.49 |  |
| TSM | Stock | 11.91% | $437.10 | -$8.22 / -1.85% | $435.54 - $443.90 |  |
| GOOG | Stock | 7.24% | $355.82 | -$2.70 / -0.75% | $354.61 - $361.54 |  |
| MSFT | Stock | 6.57% | $427.58 | -$10.85 / -2.47% | $424.35 - $436.11 |  |
| META | Stock | 5.21% | $623.11 | +$22.88 / +3.81% | $608.39 - $623.56 |  |
| AMD | Stock | 4.54% | $542.43 | +$23.68 / +4.57% | $526.12 - $545.16 |  |
| AVGO | Stock | 4.02% | $478.07 | -$16.93 / -3.42% | $474.17 - $489.05 |  |
| AMZN | Stock | 3.89% | $249.97 | -$6.46 / -2.52% | $247.96 - $256.05 |  |
| AAPL | Stock | 3.45% | $310.38 | -$4.62 / -1.47% | $308.95 - $316.63 |  |
| TSLA | Stock | 1.24% | $423.73 | +$1.96 / +0.46% | $418.74 - $433.43 |  |
| NFLX | Stock | 1.23% | $81.53 | -$1.86 / -2.23% | $81.14 - $82.48 |  |
| PLTR | Stock | 1.10% | $142.23 | -$7.76 / -5.18% | $141.39 - $147.14 |  |
| ORCL | Stock | 1.00% | $230.50 | -$9.37 / -3.91% | $228.26 - $236.57 |  |
| AMAT | Stock | 0.90% | $500.81 | +$11.10 / +2.27% | $488.31 - $507.22 |  |
| COHR | Stock | 0.77% | $417.40 | -$9.52 / -2.23% | $411.72 - $429.01 |  |
| FCX | Stock | 0.76% | $70.67 | -$1.19 / -1.66% | $69.44 - $71.35 |  |
| LLY | Stock | 0.69% | $1,083.46 | +$17.49 / +1.64% | $1,060.74 - $1,092.67 |  |
| NOW | Stock | 0.68% | $117.90 | -$7.83 / -6.23% | $117.72 - $124.02 |  |
| ETN | Stock | 0.66% | $421.38 | +$3.38 / +0.81% | $414.73 - $426.56 |  |
| KLAC | Stock | 0.59% | $2,125.93 | +$82.33 / +4.03% | $2,023.04 - $2,143.72 |  |
| LRCX | Stock | 0.58% | $343.74 | +$12.01 / +3.62% | $333.10 - $346.08 |  |
| LITE | Stock | 0.53% | $938.14 | -$89.86 / -8.74% | $934.20 - $1,020.03 |  |
| MU | Stock | 0.24% | $1,079.00 | +$22.30 / +2.11% | $1,042.81 - $1,086.26 |  |
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 | +2.75% / +11.27% / +17.39% | $281.07 - $316.94 | 1.1x | 63.98 | 趋势偏强 |
| AMAT | +13.54% / +23.75% / +68.57% | $397.37 - $508.26 | 1.0x | 72.16 | 偏热 |
| AMD | +16.42% / +56.12% / +123.46% | $393.36 - $546.44 | 0.8x | 74.14 | 偏热 |
| AMZN | -6.18% / +0.17% / +7.78% | $247.71 - $277.80 | 1.3x | 32.42 | 趋势偏强 |
| AVGO | +11.00% / +21.01% / +34.75% | $404.80 - $495.00 | 1.6x 放量 | 73.63 | 偏热 |
| COHR | +11.58% / +27.09% / +100.95% | $308.17 - $439.77 | 0.8x | 53.90 | 趋势偏强 |
| ETN | +5.16% / +6.20% / +15.17% | $367.64 - $426.58 | 0.8x | 57.19 | 趋势偏强 |
| FCX | +10.15% / +12.41% / +33.28% | $58.30 - $72.09 | 1.0x | 56.97 | 趋势偏强 |
| GOOG | -7.49% / +2.04% / +17.81% | $354.40 - $404.47 | 2.0x 放量 | 11.87 | 趋势偏强 |
| KLAC | +12.97% / +20.52% / +55.66% | $1,690.28 - $2,145.47 | 1.0x | 68.13 | 趋势偏强 |
| LITE | +0.10% / +6.75% / +99.36% | $806.62 - $1,085.68 | 0.9x | 42.83 | 趋势偏强 |
| LLY | +5.02% / +12.36% / +14.85% | $943.26 - $1,149.10 | 0.6x 缩量 | 62.64 | 趋势偏强 |
| LRCX | +13.33% / +27.45% / +75.13% | $263.71 - $346.18 | 0.9x | 71.69 | 偏热 |
| META | +1.62% / +0.69% / -6.15% | $592.60 - $643.00 | 1.3x | 52.80 | 中性 |
| MSFT | +1.30% / +5.23% / -6.50% | $400.88 - $466.32 | 1.0x | 59.42 | 中性 |
| MU | +31.19% / +81.13% / +205.85% | $627.58 - $1,089.29 | 0.7x | 74.99 | 偏热 |
| NFLX | -6.38% / -11.87% / -18.97% | $81.10 - $91.48 | 1.1x | 28.24 | 偏冷 |
| NOW | +14.81% / +19.61% / -16.26% | $85.44 - $139.20 | 1.0x | 68.91 | 中性 |
| NVDA | -1.85% / +6.33% / +14.13% | $198.61 - $236.54 | 0.9x | 41.65 | 趋势偏强 |
| ORCL | +14.73% / +30.69% / +11.38% | $178.80 - $250.25 | 1.0x | 68.66 | 趋势偏强 |
| PLTR | +2.13% / +0.48% / -11.85% | $128.75 - $163.70 | 1.0x | 60.32 | 中性 |
| QQQM | +3.47% / +12.36% / +19.98% | $282.65 - $308.21 | 1.3x | 71.21 | 偏热 |
| TSLA | -0.52% / +7.42% / +2.49% | $384.02 - $453.40 | 0.9x | 40.48 | 趋势偏强 |
| TSM | +5.73% / +13.34% / +34.75% | $385.06 - $450.16 | 0.7x 缩量 | 64.73 | 趋势偏强 |
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 | 17.92% | 22.18% | -5.44% | 3.47 |
| AMAT | 1.65 | 52.47% | 49.67% | -13.60% | 3.55 |
| AMD | 2.40 | 90.22% | 71.92% | -11.00% | 6.14 |
| AMZN | 1.47 | 25.41% | 29.58% | -9.08% | 2.39 |
| AVGO | 1.44 | 42.20% | 41.94% | -14.35% | 3.48 |
| COHR | 2.05 | 98.11% | 82.65% | -20.29% | 2.97 |
| ETN | 1.24 | 43.93% | 38.24% | -14.12% | 2.10 |
| FCX | 1.32 | 50.57% | 56.09% | -21.02% | 1.44 |
| GOOG | 1.27 | 28.18% | 34.86% | -11.72% | 1.98 |
| KLAC | 1.50 | 53.98% | 48.95% | -11.72% | 3.65 |
| LITE | 1.53 | 111.91% | 99.26% | -18.81% | 2.10 |
| LLY | 0.48 | 32.19% | 37.81% | -14.99% | 0.93 |
| LRCX | 1.82 | 54.93% | 56.28% | -16.29% | 3.93 |
| META | 1.24 | 31.15% | 42.11% | -19.72% | -0.17 |
| MSFT | 1.09 | 35.52% | 31.31% | -12.07% | 0.73 |
| MU | 1.92 | 102.30% | 84.32% | -30.31% | 5.52 |
| NFLX | 1.55 | 23.21% | 32.08% | -24.37% | -2.29 |
| NOW | 0.82 | 88.92% | 77.32% | -28.89% | 0.20 |
| NVDA | 2.24 | 44.68% | 37.87% | -11.21% | 1.98 |
| ORCL | 1.54 | 68.59% | 63.54% | -15.49% | 3.08 |
| PLTR | 1.52 | 60.52% | 56.63% | -20.38% | -0.43 |
| QQQM | N/A | 15.71% | 18.51% | -8.15% | 4.71 |
| TSLA | 1.79 | 42.73% | 41.31% | -15.83% | 0.82 |
| TSM | 1.26 | 41.06% | 41.87% | -10.73% | 2.47 |
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 | $4.56T | 37.56 | 32.29 | 2.53 | 10.09 | +16.60% | +19.40% |
| AMAT | $397.59B | 47.15 | 30.97 | 1.55 | 13.70 | +11.40% | +31.30% |
| AMD | $884.63B | 179.64 | 41.70 | 1.23 | 23.62 | +37.80% | +95.10% |
| AMZN | $2.69T | 30.83 | 25.35 | 1.83 | 3.62 | +16.60% | +76.70% |
| AVGO | $2.27T | 93.05 | 25.90 | 1.05 | 33.23 | +29.50% | +33.50% |
| COHR | $81.67B | 199.73 | 51.56 | 0.92 | 12.37 | +20.50% | +1118.30% |
| ETN | $163.56B | 41.17 | 26.79 | 3.15 | 5.73 | +16.80% | -10.20% |
| FCX | $101.55B | 37.38 | 18.75 | 4.51 | 3.84 | +8.80% | +150.30% |
| GOOG | $4.31T | 27.11 | 24.54 | 1.41 | 10.20 | +21.80% | +81.20% |
| KLAC | $277.60B | 60.07 | 42.63 | 2.15 | 21.20 | +11.50% | +10.30% |
| LITE | $72.98B | 165.72 | 51.82 | 0.63 | 29.33 | +90.10% | N/A |
| LLY | $961.99B | 38.25 | 24.26 | 1.45 | 13.31 | +55.50% | +168.10% |
| LRCX | $429.83B | 65.10 | 43.28 | 1.95 | 19.82 | +23.80% | +37.20% |
| META | $1.58T | 22.66 | 17.23 | 0.86 | 7.36 | +33.10% | +60.90% |
| MSFT | $3.17T | 25.48 | 22.09 | 1.42 | 9.97 | +18.30% | +23.10% |
| MU | $1.22T | 51.02 | 10.19 | 0.36 | 20.95 | +196.30% | +770.80% |
| NFLX | $343.26B | 26.30 | 21.22 | 1.64 | 7.32 | +16.20% | +82.80% |
| NOW | $121.59B | 70.18 | 23.45 | 1.24 | 8.71 | +22.10% | +2.00% |
| NVDA | $5.20T | 32.89 | 17.00 | 0.69 | 20.52 | +85.20% | +210.60% |
| ORCL | $662.44B | 41.35 | 28.61 | 1.57 | 10.34 | +21.70% | +26.70% |
| PLTR | $340.90B | 161.59 | 68.55 | 2.18 | 65.25 | +84.70% | +306.70% |
| QQQM | N/A | 36.33 | N/A | N/A | N/A | N/A | N/A |
| TSLA | $1.59T | 385.18 | 168.83 | 5.73 | 16.26 | +15.80% | +16.60% |
| TSM | $2.26T | 37.32 | 22.38 | 1.35 | 0.55 | +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's new feature takes the pain out of splitting the check（Yahoo Finance Video，2026-06-03 19:59）
- 观察 Review & Preview: Down Day（Barrons.com，2026-06-03 23:55）
- 观察 Warren Buffett's Berkshire Hathaway doubles down on Google（TheStreet，2026-06-03 23:17）
- 观察 Apple Stock Has Been Hot Lately. New AI Features Could Provide the Next Boost（Investopedia，2026-06-03 21:02）
- 观察 Apple CEO Tim Cook explains why he's stepping down（Yahoo Finance Video，2026-06-03 19:57）
AMAT
- 重要 Will Strong Cash Flows Support Lam Research's Buyback Strategy Ahead?（Zacks，2026-06-03 15:02）
- 观察 AXTI's Capacity Expansion: Will It Cement AI Supply-Chain Leadership?（Zacks，2026-06-03 15:20）
- 观察 Stocks Fall on Escalation of US-Iran Hostilities（Barchart，2026-06-03 15:19）
- 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）
AMD
- 观察 Nvidia Wants to Reinvent the PC. Here's What That Means for Intel, AMD, and Qualcomm.（Motley Fool，2026-06-04 01:23）
- 观察 Marvell, AMD Rally, Lead Chip Stocks To Record High（Investor's Business Daily，2026-06-03 22:51）
- 观察 Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly（24/7 Wall St.，2026-06-03 22:27）
- 观察 Why Advanced Micro Devices Could Be the Next $1 Trillion Stock（Barrons.com，2026-06-03 21:24）
- 观察 Intel Stock Jumps After 5-Day Losing Streak. Markets Get a Reminder of Its CPU Strength.（Barrons.com，2026-06-03 21:06）
AMZN
- 重大 Home Depot rival hardware chain files Chapter 11 bankruptcy（TheStreet，2026-06-04 01:18）
- 观察 2 AI Stocks I'd Buy and Hold for the Next Decade -- Even After This Year's Big Run（Motley Fool，2026-06-04 00:23）
- 观察 Amazon Extends Prime Day And Doubles Down On AI And Valuation Potential（Simply Wall St.，2026-06-04 00:18）
- 观察 Meta, Microsoft, Amazon, and Alphabet are about to spend a shocking amount of money to dominate the AI era（Yahoo Finance，2026-06-03 11:53）
- 观察 Marvell stock extends gains after a 32% pop as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
AVGO
- 重大 Dow Jones Futures: Broadcom, CrowdStrike Dive On Earnings; SpaceX IPO Price Target Set（Investor's Business Daily，2026-06-04 01:25）
- 重大 Broadcom (AVGO) Q2 2026 Earnings Transcript（Motley Fool，2026-06-04 00:53）
- 重大 Broadcom Shares Slide Despite Jump in Revenue on AI Chip Demand（The Wall Street Journal，2026-06-03 23:38）
- 观察 Stock market today: Dow, S&P 500, Nasdaq futures slip as Iran war threatens to drag on（Yahoo Finance，2026-06-03 23:00）
- 观察 Tech ETF inflows surge and defy AI concentration risks（Yahoo Finance Video，2026-06-03 15:18）
COHR
- 观察 When Nvidia's CEO Speaks, This Stock Listens（Trefis，2026-06-03 13:35）
- 观察 What's Happening With Coherent Stock?（Trefis，2026-06-03 12:16）
- 观察 Why Coherent (COHR) Is Up 11.9% After Nvidia’s AI Optics Deal And Equity Investment（Simply Wall St.，2026-06-03 04:31）
- 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）
ETN
- 重大 Eaton (ETN) Valuation Check After Earnings Beat And Higher Growth Outlook Linked To AI Data Centers（Simply Wall St.，2026-06-03 20:11）
- 重大 The Boring Sector Quietly Powering the Entire AI Revolution（24/7 Wall St.，2026-06-02 16:04）
- 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 Is It Too Late To Consider Freeport-McMoRan (FCX) After Its Strong Multi-Year Share Price Run?（Simply Wall St.，2026-06-03 20:12）
- 观察 Copper Tops $14,000 With Banks Calling for Even More Upside（Oilprice.com，2026-06-03 17:00）
- 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）
GOOG
- 观察 Berkshire’s New Era Under Greg Abel Housing Meets AI Investment Shift（Simply Wall St.，2026-06-04 01:07）
- 观察 2 AI Stocks I'd Buy and Hold for the Next Decade -- Even After This Year's Big Run（Motley Fool，2026-06-04 00:23）
- 观察 Meta lashes Australia's bid to make tech giants pay for news（AFP，2026-06-04 00:06）
- 观察 Meta, Microsoft, Amazon, and Alphabet are about to spend a shocking amount of money to dominate the AI era（Yahoo Finance，2026-06-03 11:53）
- 观察 Tech stocks today: Marvell stock continues wild run as AI hype escalates（Yahoo Finance，2026-06-01 10:00）
KLAC
- 重要 Will Strong Cash Flows Support Lam Research's Buyback Strategy Ahead?（Zacks，2026-06-03 15:02）
- 观察 Stocks Fall on Escalation of US-Iran Hostilities（Barchart，2026-06-03 15:19）
- 观察 Can Rising Process Control Intensity Drive KLA's Next Growth Phase?（Zacks，2026-06-03 13:00）
- 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）
LITE
- 观察 Is It Too Late To Consider Lumentum Holdings (LITE) After The US$2b Nvidia Investment?（Simply Wall St.，2026-06-04 01:08）
- 观察 Lumentum Holdings’ (LITE) Upswing Dampens Wasatch Long/Short Alpha Fund’s Performance（Insider Monkey，2026-06-03 14:25）
- 观察 When Nvidia's CEO Speaks, This Stock Listens（Trefis，2026-06-03 13:35）
- 观察 What's Happening With Coherent Stock?（Trefis，2026-06-03 12:16）
- 观察 Dow Jones Futures Fall, Oil Prices Rise As Trump Sets New Hormuz Target Date; Palo Alto, Marvell Are Early Movers（Investor's Business Daily，2026-06-03 12:07）
LLY
- 重大 Dow Jones Futures: Broadcom, CrowdStrike Dive On Earnings; SpaceX IPO Price Target Set（Investor's Business Daily，2026-06-04 01:25）
- 观察 Apple Stock, Google And More Lure Investors In Frothy Market. How To Stay Grounded.（Investor's Business Daily，2026-06-03 20:36）
- 观察 Lilly Strikes Up To $1.9 Billion Kidney Disease Gene Therapy Deal（GuruFocus.com，2026-06-03 20:13）
- 观察 Eli Lilly Retevmo Breakthrough Recasts Growth Story Beyond Obesity Treatments（Simply Wall St.，2026-06-03 19:14）
- 观察 Forget Zepbound: Eli Lilly's Next Billion-Dollar Weight-Loss Drug May Be Even Better（Motley Fool，2026-06-03 19:09）
LRCX
- 重要 Will Strong Cash Flows Support Lam Research's Buyback Strategy Ahead?（Zacks，2026-06-03 15:02）
- 观察 Stocks Fall on Escalation of US-Iran Hostilities（Barchart，2026-06-03 15:19）
- 观察 Top Wide-Moat Stocks to Buy for Steady Long-Term Returns（Zacks，2026-06-03 12:39）
- 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）
META
- 观察 ACV Auctions, CarGurus, and LendingTree Shares Are Falling, What You Need To Know（StockStory，2026-06-04 01:27）
- 观察 Angi, Bumble, and LegalZoom Shares Plummet, What You Need To Know（StockStory，2026-06-04 01:19）
- 观察 Meta accuses Australia of breaching FTA, invokes US 'trade action'（Reuters，2026-06-04 00:54）
- 观察 Meta lashes Australia's bid to make tech giants pay for news（AFP，2026-06-04 00:06）
- 观察 Meta, Microsoft, Amazon, and Alphabet are about to spend a shocking amount of money to dominate the AI era（Yahoo Finance，2026-06-03 11:53）
MSFT
- 观察 Stock Market Today, June 3: Markets End Winning Streak on Middle East Escalation Fears（Motley Fool，2026-06-03 21:36）
- 观察 Stock Market Today, June 3: Alphabet Falls After $84.75 Billion AI Infrastructure Equity Raise（Motley Fool，2026-06-03 21:07）
- 观察 Wall Street Snaps Record Rally Amid Re-Escalation in Middle East Conflict（MT Newswires，2026-06-03 20:32）
- 观察 Nvidia Shakes Up PC Market With Its Surprise Entry（Investor's Business Daily，2026-06-03 20:13）
- 观察 Microsoft debuts in-house AI models as it looks to ease reliance on OpenAI（Yahoo Finance，2026-06-02 19:00）
MU
- 观察 Will Marvell Technology (MRVL) Really Become the Next Trillion-Dollar Stock?（Zacks，2026-06-03 22:52）
- 观察 Stock Market Today, June 3: Markets End Winning Streak on Middle East Escalation Fears（Motley Fool，2026-06-03 21:36）
- 观察 Why Advanced Micro Devices Could Be the Next $1 Trillion Stock（Barrons.com，2026-06-03 21:24）
- 观察 These Experts Say the Memory-Stock Runup May Not Be Over Yet（Investopedia，2026-06-03 21:15）
- 观察 Marvell stock extends gains after a 32% pop as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
NFLX
- 观察 Netflix Stock Is in the Longest Losing Streak Since 2022（Barrons.com，2026-06-03 21:18）
- 观察 Amid the Artificial Intelligence (AI) Bonanza, Investors Might be Overlooking a Big Opportunity to Buy Netflix Stock（Motley Fool，2026-06-03 16:31）
- 观察 Amazon Stock's High-Altitude Problem（Trefis，2026-06-03 15:49）
- 观察 Is Netflix’s Live Breakfast Club Bet Reshaping the Investment Case for Netflix (NFLX)?（Simply Wall St.，2026-06-03 13:11）
- 观察 Meta vs. Netflix: Which One Deserves Your Retirement Capital Today?（24/7 Wall St.，2026-06-03 13:00）
NOW
- 观察 ServiceNow and Snowflake Shares Are Falling, What You Need To Know（StockStory，2026-06-03 23:59）
- 观察 Wall Street Snaps Record Rally Amid Re-Escalation in Middle East Conflict（MT Newswires，2026-06-03 20:32）
- 观察 ServiceNow Deepens Everbridge xMatters AI Ties In Critical Workflows（Simply Wall St.，2026-06-03 16:08）
- 观察 Stocks Fall on Escalation of US-Iran Hostilities（Barchart，2026-06-03 15:19）
- 观察 ServiceNow vs Palantir: Which Enterprise AI Stock Belongs in a Retirement Portfolio?（24/7 Wall St.，2026-06-03 15:10）
NVDA
- 重大 Dow Jones Futures: Broadcom, CrowdStrike Dive On Earnings; SpaceX IPO Price Target Set（Investor's Business Daily，2026-06-04 01:25）
- 观察 Nvidia Wants to Reinvent the PC. Here's What That Means for Intel, AMD, and Qualcomm.（Motley Fool，2026-06-04 01:23）
- 观察 Is It Too Late To Consider Lumentum Holdings (LITE) After The US$2b Nvidia Investment?（Simply Wall St.，2026-06-04 01:08）
- 观察 Quantinuum Prices IPO at $60 a Share. It’s Slated to Go Public Thursday.（Barrons.com，2026-06-04 00:46）
- 观察 Marvell stock extends gains after a 32% pop as Nvidia CEO calls chipmaker 'the next trillion-dollar company'（Yahoo Finance，2026-06-02 13:09）
ORCL
- 重大 Oracle Slips Ahead of Earnings as Investors Watch AI Growth（GuruFocus.com，2026-06-03 20:12）
- 重要 5-star analyst resets Oracle stock price target（TheStreet，2026-06-03 19:13）
- 观察 Alphabet’s $85 Billion Stock Deal Could Open Faucet for Big Tech Offerings（Barrons.com，2026-06-03 17:40）
- 观察 Extreme Networks And 2 Other Stocks That Could Be Trading Below Their Estimated Value（Simply Wall St.，2026-06-03 17:38）
- 观察 Stock Market Today, June 3: Stocks Slip at Midday on Fresh Geopolitical Tensions（Motley Fool，2026-06-03 17:26）
PLTR
- 观察 'Big Short' Star Steve Eisman Warns SpaceX Will Be A 'Retail Cult Stock' With A 'Crazy' Valuation Compared To NVDA（Benzinga，2026-06-03 23:31）
- 观察 Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly（24/7 Wall St.，2026-06-03 22:27）
- 观察 Defense tech is flooded with money, but who’s built to last?（TechCrunch，2026-06-03 20:51）
- 观察 3 Trump-Promoted US Stocks to Watch in June（BeInCrypto，2026-06-03 20:07）
- 观察 Palantir Investors Vote Down Human Rights Proposals. Why Insiders Prevailed.（Barrons.com，2026-06-03 18:39）
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 Elon Musk, Tesla face serious new threat（TheStreet，2026-06-04 00:37）
- 观察 Dow Logs Worst Day Since March, S&P 500 And Nasdaq Snap Win Streak After US-Iran Exchange Fire — SNDK, TSLA, GOOGL, META, IREN In Focus（Stocktwits，2026-06-03 23:43）
- 观察 SpaceX or Tesla: What Will Be the Better Buy on June 12?（Motley Fool，2026-06-03 23:20）
- 观察 What's justifying SpaceX's $2T valuation target ahead of IPO?（Yahoo Finance Video，2026-06-03 20:15）
- 观察 Used Cybertrucks are in demand, but that won't move Tesla stock（Yahoo Finance Video，2026-06-03 20:03）
TSM
- 观察 Tech ETFs to Buy as NVIDIA Sets Foot Into PC Market via New AI Chip（Zacks，2026-06-03 18:42）
- 观察 Cathie Wood Adds More Nvidia and Cuts AMD Holdings in ARK Funds. This Is a Major Vote of Confidence for NVDA Stock.（Barchart，2026-06-03 18:25）
- 观察 Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months（24/7 Wall St.，2026-06-03 15:18）
- 观察 Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain（Insider Monkey，2026-06-03 14:55）
- 观察 Taiwan Semiconductor Manufacturing (TSM) Surged on Long-Term Trends（Insider Monkey，2026-06-03 13:43）