日本ETF投资机会 - iShares MSCI Japan ETF (EWJ) RSI指标为71 90 接近超买但仍有上行空间[2] - EWJ突破阻力位1区 可能回撤至支撑位2区[12] - 美日贸易协议将汽车关税从27 5%降至15% 并包含5500亿美元日本投资计划[12] 科技巨头资金流向 - 苹果(AAPL) 亚马逊(AMZN) 英伟达(NVDA)早盘资金流入为正[5] - Meta(META) 微软(MSFT)早盘资金流中性[6] - 谷歌(GOOG) 特斯拉(TSLA)早盘资金流出为负[7] 大宗商品与ETF - API原油库存减少57 7万桶[9] - 黄金ETF首选SPDR Gold Trust(GLD) 白银为iShares Silver Trust(SLV) 原油为United States Oil Fund(USO)[8] 日本市场基本面 - 日本企业治理改善 资本效率提升[12] - 日元疲软叠加日本央行维持低利率政策[12] - 丰田(TM) 本田(HMC) 索尼(SONY) 发那科(FANUY)等企业在EV AI 机器人领域领先[12] 政治与选举影响 - 自民党在7月20日参议院选举失利 2024年10月将失去众议院多数席位[12] - 1955年以来首次出现自民党-公明党联盟未能同时控制国会两院[12] 重点公司动态 - AT&T(T)业绩符合预期但下调指引[12] - 盘后将公布谷歌(GOOG) 特斯拉(TSLA) IBM(IBM)等财报[12] - 次日盘前有美国航空(AAL) 霍尼韦尔(HON)等财报[12] 人工智能领域 - 特朗普将在"赢得AI竞赛"活动发表演讲 可能签署相关行政令[12] - 市场关注Kohls(KSS) Opendoor(OPEN) Rivian(RIVN)等潜在MEME股[12]

公司动态 - Meta加强青少年用户保护措施 更新安全工具并删除违规账户 包括在私信中增加防护功能及提供安全提示[1][2] - 新增聊天保护功能 显示对方账户创建时间等背景信息 帮助识别诈骗者[2] - 青少年用户可同步屏蔽和举报可疑账户 6月单月数据显 示用户屏蔽100万账户并举报另外100万账户[3] 平台治理行动 - 年内清除13 5万涉及儿童性化内容的Instagram账户 包括发表性化评论或索取儿童照片的成人运营账户[4] - 连带删除50万个关联违规的Instagram和Facebook账户[4] - 2025年上半年清理1000万个冒充知名内容创作者的Facebook虚假账户[5] 行业监管环境 - 美国国会重新推动《儿童在线安全法案》立法 拟强制社交媒体平台承担未成年人保护责任[6] - 新墨西哥州起诉Snapchat 指控其平台助长针对未成年人的性勒索犯罪[6] 用户数据表现 - 安全提示功能显著提升青少年参与度 单月触发200万次账户屏蔽及举报行为[3]

财务业绩 - 公司2025财年第二季度销售额同比增长57%至56.5亿美元，超出分析师预期的50.1亿美元，主要得益于所有终端市场的强劲有机增长，尤其是IT数据通信市场的显著增长以及收购计划的贡献 [1] - 调整后每股收益为0.81美元，超过分析师预期的0.66美元 [2] - 调整后运营利润率达到创纪录的25.6%，高于去年同期的21.3% [2] 现金流与股东回报 - 截至2025年6月30日，公司持有32.3亿美元现金及等价物 [2] - 第二季度公司以1.6亿美元回购200万股普通股，并支付2亿美元股息，合计向股东返还约3.6亿美元资本 [3] 管理层评论 - 公司总裁兼CEO对2025年第二季度业绩表示满意，指出电子领域加速创新为公司多元终端市场带来重大增长机会 [4] - 公司通过内部创新和战略收购扩大了高科技互连产品组合 [4] 业绩展望 - 公司预计第三季度销售额为54亿-55亿美元，同比增长34%-36%，高于市场预期的51.8亿美元 [5] - 预计调整后每股收益为0.77-0.79美元，同比增长54%-58%，超出分析师预期的0.68美元 [5] 股价表现 - 公司股价在财报发布后上涨3.33%至105.17美元 [5]

The cyberattack that followed crippled Clorox's corporate network, disrupted its supply chain, and significantly impaired its ability to fulfill orders. Clorox Company CLX has accused IT services provider Cognizant Technology Solutions Corp CTSH of gross negligence and breach of trust after a cyberattack caused widespread disruption and nearly $380 million in damages. According to Clorox, the root cause of the attack was Cognizant's failure to follow basic cybersecurity protocols it had agreed to uphold und ...

Shares of Texas Instruments Inc TXN tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results. Here are some key analyst takeaways. Check out other analyst stock ratings. JPMorgan: Texas Instruments reported strong results for the second quarter, with revenue, margins and earnings topping expectations. The company's sales came in at $4.45 billion, up 9.3% sequentially and 16% year-on-year, above the consensus of $4.36 billion. Revenues were driven by "cyclical recover ...

Key Takeaways: A slight uptick in battery-grade lithium carbonate prices since mid-June isn't offering much solace to China's embattled lithium producers. After crashing in 2023, the price of lithium, once hailed as the "white oil" of the new energy revolution, has yet to see the arrival of a new spring in 2025. Industry giant Ganfeng Lithium Group Co. Ltd. (1772.HK; 002460.SZ) reflected the industry's ongoing woes with a profit warning earlier this month, forecasting it will report a net loss of 300 millio ...

Key Takeaways: Lufax Holding Ltd. LU (6623.HK) has been embroiled in a scandal this year over questionable transactions with related parties, likely involving parent Ping An Group and the financial services giant's subsidiaries. Yet the online loan facilitator's financial dependence on its parent appears to be only deepening as it seeks to jumpstart its growth. That doesn't exactly help reduce the very risk that has led to the company's current predicament, which led to the suspension of trading for Lufax's ...

We recommend closely monitoring these stocks, and be prepared to leverage potential breakouts or reversals. As always, stay alert and ready to adjust your tactics based on the market's pulse to optimize your trading gains. Now, let's dive into the stock analysis: Our proprietary formula, exclusive to Market Clubhouse, dictates these price levels. This dynamic equation takes into account price, volume, and options flow. These levels are updated every day and shared with all Clubhouse Members, prior to the op ...

Tesla, Inc. TSLA will release earnings results for the second quarter, after the closing bell on Wednesday, July 23. Analysts expect the Austin, Texas-based company to report quarterly earnings at 40 cents per share, down from 52 cents per share in the year-ago period. Tesla projects to report quarterly revenue at $22.13 billion, compared to $25.5 billion a year earlier, according to data from Benzinga Pro. The company has missed analyst estimates for revenue in three straight quarters and missed estimates ...

Toyota Motor Corp TM just got a market-moving gift – and it came courtesy of U.S. trade policy. After the Donald Trump administration unveiled a new 15% tariff on imported vehicles, Toyota's stock surged 8%. Tariff Math That Favors The Competition Why? Because while Toyota gets away with a flat 15% hike, American automakers like Ford Motor Co F, General Motors Co GM, and Tesla Inc TSLA are staring down a tangled—and far more expensive—tariff mess. Ford and GM aren't just dealing with the vehicle import tari ...