美国银行（BAC）与摩根士丹利（MS）两大金融巨头最新季报亮眼，不仅交出超预期业绩，更释放出对美国经济的积极信号，推动股价双双上扬。
鞋履品牌Allbirds（BIRD）宣布战略转型至人工智能计算基础设施领域后，市场反应热烈，股价单日暴涨逾四倍，展现投资者对AI赛道的高度追捧。
法国奢侈品集团爱马仕（RMS）与开云（KER）双双遭遇寒流。因伊朗战事抑制消费需求，以铂金包闻名的爱马仕销售额增速明显放缓，而古驰母公司开云则直接录得销售下滑。此前行业风向标LVMH已在本周初预警市场疲软，两家公司股价当日均在巴黎市场大幅下挫。
社交平台Snap（SNAP）宣布将全球裁员约16%以优化运营结构，此消息刺激股价逆势跃升超过4%，显示市场对成本控制举措的认可。
光刻机巨头阿斯麦（ASML）因AI芯片需求持续旺盛，果断上调全年业绩指引。受此利好驱动，其阿姆斯特丹挂牌股价应声走高。
芯片制造商博通（AVGO）宣布扩大与Meta Platforms的合作，将为这家Facebook母公司供应更多定制人工智能芯片，消息带动股价上涨3%。
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