芝商所6月30日宣布，将于7月27日推出单只股票期货，待监管审批完成后正式上市。首批产品包括55只 标准合约和22只微型合约，覆盖50余只美国热门股票，包括Alphabet、亚马逊、苹果、Meta、英伟达及 SpaceX等。芝商所表示，新产品旨在帮助机构及零售投资者更精准地管理个股价格风险，并可在宽基 指数对冲与个股风险敞口之间灵活切换。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Investor frustration with runaway artificial intelligence infrastructure spending has erased $2.3 trillion from the combined market value of the Magnificent Seven — Microsoft, Nvidia, Alphabet, Apple, Meta, Tesla, and Amazon — over the course of June, according to CNBC. The CNBC Magnificent 7 Index has fallen 10% in June. "We are going through another 'gut check' few weeks ahead for the tech trade as tech investors await a very important 2Q earnings season in July to further validate the AI Revolution build ...

核心观点 - Alphabet（谷歌母公司）将于6月29日正式加入道琼斯工业平均指数，取代威瑞森通信[1] - 太空探索技术公司（SpaceX）于本月早些时候完成破纪录的公开市场首秀，融资857亿美元，并将于7月7日纳入纳斯达克100指数[1] - 这两项进展突显了科技公司在全球股票市场中日益增长的影响力[1] 印度投资者参与渠道 - 寻求简便途径的投资者可考虑基于纳斯达克100指数的基金，例如Motilal Oswal的纳斯达克100基金，该基金将自动持有SpaceX以及苹果、微软和英伟达等公司的股份[3] - 希望直接持有谷歌或SpaceX股票的投资者，可在印度央行自由汇款计划下使用盈透证券等平台，该计划允许每年向海外汇款最高25万美元[4] - 投资者也可以通过提供国际投资服务的印度券商直接购买美国股票[5] - 投资者还可投资于追踪道指的ETF，例如SPDR道琼斯工业平均指数ETF信托[5] - 为获得更广泛的美国市场敞口，投资者可考虑标普500 ETF，例如SPDR标普500 ETF或先锋标普500 ETF[6] - 总体而言，印度投资者可通过国际共同基金、追踪纳斯达克100等美国指数的ETF，或在自由汇款计划下进行直接国际投资来获得对Alphabet和SpaceX的敞口[6] SpaceX纳入道指前景 - 专家认为，SpaceX纳入道指仍需数年时间[7] - SpaceX目前甚至不符合纳入标普500的资格，该资格要求至少一年的交易历史以及根据美国通用会计准则的持续盈利，而SpaceX尚未证明这一点[7] - 道指成分股的选择范围更小、更精挑细选，因此SpaceX的纳入在现实层面仍需数年[7] - 纳入标普500的标准要求（至少12个月的交易历史和连续四个季度的GAAP盈利）仍然适用，且道指通常选择成熟、盈利的公司，由于SpaceX仍处于亏损状态，尚不符合道指的典型特征[8] - 如果SpaceX在未来三到五年内实现持续盈利且其公众流通股扩大，纳入道指并非不可能[9] 投资机会对比：Alphabet 与 SpaceX - Alphabet被视为更安全、更稳定的选择，其特点是盈利、现金充裕，并由人工智能、云服务和广告业务驱动[10] - SpaceX则是对太空旅行和星链互联网业务的高增长、高风险的押注，目前仍报告GAAP亏损[10] - Alphabet相对SpaceX提供了更高的安全边际，且因持有SpaceX约5-6%的股份，投资Alphabet还附带了对SpaceX的期权价值[10] - 对于投资期限长、风险承受能力高的散户投资者，SpaceX提供了一个进入定义行业的太空和卫星业务的罕见切入点[11] - 对于希望获得更稳定、更可分析的人工智能敞口的投资者，Alphabet是更审慎的核心持仓[11] - Alphabet加入道指具有象征意义，但SpaceX纳入纳斯达克100可能对被动投资资金流产生更大影响，因为纳斯达克100吸引了规模大得多的机构和ETF投资[12]

FactSet Announces Strategic Partnership with Google Cloud to Bring Advanced AI to Financial Intelligence Accessibility Statement Skip Navigation Partnership combines FactSet's trusted data, analytics, and workflows with Google Cloud's agentic AI capabilities and infrastructure NORWALK, Conn., June 30, 2026 /PRNewswire/ -- FactSet, a leading global data and AI solutions provider to the financial markets, today announced a multi-faceted strategic partnership with Google Cloud to create a new generation of AI- ...

The UK’s competition watchdog is challenging Apple and Google’s “effective duopoly” over mobile platforms by allowing developers to steer users away from their app stores to make purchases.The Competition and Markets Authority argues that consumers and app owners are being let down by Apple and Google restrictions on spending money outside their app stores.The regulator has described both tech companies as operating an “effective duopoly” with at least 90% of UK mobile devices running on their platforms.The ...

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is shaking up the Dow Jones Industrial Average. The Google parent joined the famed index on June 29, replacing Verizon Communications and providing additional exposure to advertising, cloud computing, artificial intelligence, and information technology. In doing so, it joins a very select group. There are thousands of stocks on the New York Stock Exchange, but only 30 are included in the Dow, an important barometer of the overall market that encompasses key sectors su ...

The Mag 7 comprises Microsoft, Nvidia, Alphabet, Apple, Meta, Tesla and Amazon. The CNBC Magnificent 7 Index has fallen 10% so far in June. Some Mag 7 names have fared worse than others. Microsoft is down 20% in June, Nvidia has fallen around 13%. Both Apple and Amazon are down by around 8%. Part of the sell-off could also be down to a lack of momentum narrative around the Mag 7. These companies, in particular Amazon, Microsoft, Alphabet and Meta, are collectively spending hundreds of billions of dollars bu ...

The author is a director at a small Boston-based software company where he oversees India operations across HR, finance, and business development. His broader professional background spans entrepreneurship, operations, and management across multiple industries. Earlier in his career, he was involved in building out a bottled beverages plant, reflecting a longstanding interest in business building, execution, and commercial strategy. He also holds a PhD in history and teaches part-time at a local college, br ...

Despite the Iran-war-driven March swoon, it's turned out to be another banner year for Wall Street. In early June, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all reached record-closing highs. Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Taiwan Semiconductor Manufacturing (NYSE: TSM) Space Exploration Technologies (SpaceX)(NASDAQ: SPCX) Broadcom (NASDAQ: AVGO) Tesla (NASDAQ: TSLA) Meta Platforms (NASDAQ: ...

"The bigger they are, the harder they fall." This adage can sometimes be true with investing. However, in recent years, the biggest stocks have done more hard rising than they have hard falling. Three of the so-called "Magnificent Seven" stocks have more than doubled in the past five years. All seven now have significantly larger market caps than in 2021. Which Magnificent Seven members are most likely to double by 2030? Here's an admittedly speculative ranking of each stock. 1. Nvidia I think that Nvidia ( ...