| Ticker代號 | Day %當日% | Industry產業 | $Vol |
|---|---|---|---|
| ABVX📰 | +38.6% | Biotechnology | $235M |
| AMBA📰 | +28.0% | Semiconductor Equipment & Materials | $103M |
| FCEL📰 | +20.8% | Electrical Equipment & Parts | $355M |
| AVAV📰 | +18.8% | Aerospace & Defense | $215M |
| VSAT📰 | +17.1% | Communication Equipment | $205M |
| OUST📰 | +15.6% | Electronic Components | $261M |
| SNDK📰 | +10.8% | Computer Hardware | $32006M |
| CRDO📰 | +10.4% | Semiconductors | $2298M |
| TENB📰 | +10.1% | Software - Infrastructure | $130M |
| BE📰 | +10.1% | Electrical Equipment & Parts | $3497M |
| AXON📰 | +9.8% | Aerospace & Defense | $671M |
| VECO📰 | +9.1% | Semiconductor Equipment & Materials | $120M |
| VRT📰 | +9.1% | Electrical Equipment & Parts | $2056M |
| P📰 | +8.9% | Computer Hardware | $264M |
| KLAC📰 | +8.2% | Semiconductor Equipment & Materials | $3361M |
| TW📰 | +8.2% | Capital Markets | $163M |
| APD📰 | +8.0% | Specialty Chemicals | $356M |
| ONTO📰 | +7.7% | Semiconductor Equipment & Materials | $437M |
| AMD📰 | +7.5% | Semiconductors | $21700M |
| QLYS📰 | +7.1% | Software - Infrastructure | $115M |
| MRVL📰 | +7.1% | Semiconductors | $12681M |
| MKSI📰 | +6.9% | Scientific & Technical Instruments | $551M |
| GEV📰 | +6.6% | Specialty Industrial Machinery | $3198M |
| ALAB📰 | +5.9% | Semiconductors | $2989M |
| INTC📰 | +5.9% | Semiconductors | $18906M |
| +36 moremore | |||
| Ticker代號 | Day %當日% | Industry產業 | $Vol |
|---|---|---|---|
| CRCL📰 | -17.6% | Capital Markets | $875M |
| MSTR📰 | -6.2% | Software - Application | $1762M |
| DLR📰 | -5.8% | REIT - Specialty | $414M |
| HRL📰 | -5.7% | Packaged Foods | $136M |
| ZBH📰 | -5.6% | Medical Devices | $201M |
| T📰 | -5.1% | Telecom Services | $907M |
| ARE📰 | -4.9% | REIT - Office | $121M |
| OLN📰 | -4.8% | Chemicals | $51M |
| LOGI📰 | -4.7% | Computer Hardware | $101M |
| VSH📰 | -4.4% | Semiconductors | $318M |
| UBER📰 | -4.4% | Software - Application | $1374M |
| COCO | -8.8% | Beverages - Non-Alcoholic | $84M |
| FRVO | -7.8% | Utilities - Renewable | $129M |
| GMED | -5.9% | Medical Devices | $127M |
| MOS | -5.6% | Agricultural Inputs | $194M |
| BFLY | -5.5% | Medical Devices | $58M |
| MEOH | -5.5% | Chemicals | $54M |
| ETSY | -5.4% | Internet Retail | $231M |
| CLSK | -5.3% | Capital Markets | $318M |
| DPC | -5.2% | Aerospace & Defense | $421M |
| RLAY | -5.2% | Biotechnology | $79M |
| FIG | -5.2% | Software - Application | $346M |
| RHI | -5.2% | Staffing & Employment Services | $77M |
| ATRO | -5.1% | Aerospace & Defense | $57M |
| RSI | -5.0% | Gambling | $70M |
| +10 moremore | |||
| Ticker代號 | Day %當日% | Category分類 | Catalyst催化 |
|---|---|---|---|
| None today.今天沒有。 | |||
| Ticker代號 | Day %當日% | Category分類 | Catalyst催化 |
|---|---|---|---|
| CRCL Product · vol 36.9M · 🔬 deep dive深挖 | -17.5% | 🔥 SIP | A 140+-member consortium led by Visa, Mastercard, Coinbase, and BlackRock launched 'Open USD,' a rival dollar-pegged stablecoin network designed to compete at scale with Circle's USDC.由 Visa、Mastercard、Coinbase 與 BlackRock 等 140 餘家企業組成的聯盟推出「Open USD」穩定幣網絡，直接與 Circle 的 USDC 競爭。 ⚠ Catalyst is externally driven — Visa, Mastercard, Coinbase, BlackRock and 140+ firms launching Open USD directly targets USDC's market share.催化劑來自競爭對手：Visa、Mastercard、Coinbase、BlackRock 等 140 餘家企業推出 Open USD，直接威脅 Circle 的 USDC 市占。 source新聞↗
|
| SNDK Analyst · vol 11.2M · 🔬 deep dive深挖 | +10.9% | 🔥 SIP ★ MAGNA | Bernstein Research tripled its SanDisk price target, citing the company's improved fundamental trajectory following recent blowout earnings.Bernstein Research 將 SanDisk 目標價提高至三倍，理由是公司近期財報亮眼後基本面軌跡大幅改善。 ⚠ Analyst PT action is today's catalyst, not earnings day; prior earnings-driven pivot was 06-25 (+22%).今日催化劑為分析師目標價調升，非財報日；06-25 的 +22% 為財報驅動的前次爆發。 source新聞↗
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| AMD Analyst · vol 34.0M · 🔬 deep dive深挖 | +7.5% | 🔥 SIP | Wells Fargo raised its AMD price target to $615, projecting 68% CPU revenue growth in 2026 as AI inference workloads drive accelerating demand for central processors.富國銀行將 AMD 目標價上調至 615 美元，預測 AI 推理工作負載帶動 2026 年 CPU 營收成長 68%。 ⚠ Move amplified by concurrent broad chip-sector tailwind; the Wells Fargo note is AMD-specific but sector momentum is co-running.漲幅受整體半導體板塊上漲放大；富國銀行報告為 AMD 個股催化劑，但板塊行情同步助推。 source新聞↗
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| DLR M&A · vol 10.5M · 🔬 deep dive深挖 | -5.8% | 🔥 SIP | Digital Realty agreed to acquire Blackstone's stakes in three fully-leased hyperscale data centers in Northern Virginia (288 MW combined) for $7.8B, paying $1.2B cash and $2.3B in newly issued DLR shares.Digital Realty 同意以 78 億美元（12 億美元現金＋23 億美元新股）收購 Blackstone 在北維吉尼亞三座全租超大型資料中心（合計 288 MW）的股權。 ⚠ DLR issuing $2.3B in shares plus $1.2B cash; market reaction negative on dilution/leverage; 288 MW portfolio acquisition is additive, not transformational, for a ~$63B REIT.DLR 發行 23 億美元股票加 12 億美元現金；市場因股權稀釋/槓桿反應負面；288 MW 資產收購對 630 億美元 REIT 是擴張而非轉型。 source新聞↗
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| RDW Contract · vol 34.8M · 🔬 deep dive深挖 | +4.6% | 🔥 SIP | Redwire won a contract to supply its Penguin Mk2.5 VTOL drone to Taiwan's Coast Guard for maritime security and reconnaissance, adding a new international defense customer following its eight-figure NATO contract in May.Redwire獲合約，向台灣海巡署供應Penguin Mk2.5垂直起降無人機，用於海上安全與偵察任務，繼5月八位數NATO合約後再添新國際國防客戶。 ⚠ Dollar terms undisclosed; headline framing as 'one more customer' signals incremental expansion rather than transformational scale.合約金額未披露；「再添一名客戶」措辭顯示屬漸進式擴張，非變革性規模。 source新聞↗
|
| UBER Partnership · vol 27.3M · 🔬 deep dive深挖 | -4.5% | 🔥 SIP | Uber ended its Waymo robotaxi offering in Phoenix, withdrawing the autonomous ride-hailing service from that market.Uber終止在鳳凰城的Waymo機器人計程車服務，將自動駕駛叫車服務撤出該市場。 ⚠ Termination covers Phoenix only; broader implications for Uber's AV strategy and remaining Waymo relationship are unclear.終止範圍僅限鳳凰城；對Uber自動駕駛策略及其餘Waymo合作關係的更廣泛影響尚不明確。 source新聞↗
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| VZ Macro · vol 56.6M · 🔬 deep dive深挖 | -4.1% | 🔥 SIP | Verizon was removed from the Dow Jones Industrial Average and replaced by a higher-risk AI growth company, triggering passive-fund selling on the quarter-end reconstitution date.威瑞森遭道瓊斯工業指數剔除，由一家高風險AI成長公司取代，季末重組生效日觸發被動基金賣盤。 ⚠ Dow Jones removal triggers passive-fund selling on quarter-end effective date; SpaceX phone narrative adds sentiment headwind; partial extension of yesterday's -5% initial reaction is possible. Article body not retrieved — lower confidence.道瓊斯指數剔除於季末生效日觸發被動基金賣盤；SpaceX電話敘事加劇情緒壓力；昨日初跌5%的延續效應亦存在。文章正文未能取得，信心度較低。 source新聞↗
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| Ticker代號 | Day %當日% | Category分類 | Catalyst催化 |
|---|---|---|---|
| FCEL Contract · vol 26.2M | +20.8% | 🟡 Bounce | FuelCell Energy received a $49M EXIM loan guarantee package approved June 23 to fund international clean energy expansion, with the first ~$22M tranche disbursing today.FuelCell Energy 獲美國進出口銀行批准的 4,900 萬美元貸款擔保以支持國際清潔能源擴張，首筆約 2,200 萬美元款項今日撥付。 ⚠ Day 3 of a cumulative ~+68% run (+22% on 06-26, +24% on 06-29, +21% today); EXIM announcement was 06-29, initial pivot already occurred.三連漲累計約+68%（06-26 +22%、06-29 +24%、今日+21%）；EXIM 公告於 06-29，首次爆發已過。 source新聞↗
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| ON M&A · vol 18.8M | +6.7% | 🟡 Bounce | Onsemi's all-stock acquisition of Synaptics for ~$7B, announced June 25 to expand into edge-AI and physical-AI capabilities, remains the active catalyst; today's gain is a partial recovery from the initial -24% market rejection.Onsemi 於 6 月 25 日宣布以全股票方式約 70 億美元收購 Synaptics，擴大邊緣 AI 與物理 AI 能力；今日漲幅為市場初跌 24% 後的部分回升。 ⚠ Synaptics acquisition announced 06-25; initial market reaction was -24% on 06-26; today's +6.7% is a partial recovery, not a fresh pivot.收購 Synaptics 於 06-25 宣布；市場初步反應為 06-26 跌 24%；今日+6.7% 為部分反彈，非新爆發點。 source新聞↗ |