--- title: "早餐 | 2026 年 7 月 9 日" type: "News" locale: "en" url: "https://longbridge.com/en/news/292123344.md" description: "特朗普美伊局势表态降温，美股跌幅收窄，芯片股领涨纳指，中概股大涨。美联储纪要显示通胀担忧加剧，AI 成风险之一。中国央行 Q2 例会定调适度宽松货币政策，支持内需及科创。韩国股市入技术性熊市，SK 海力士美国 IPO 获超额认购。OpenAI 发布 GPT-Live 模型，苹果携手博通打造 “美国芯”。" datetime: "2026-07-08T23:35:50.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292123344.md) - [en](https://longbridge.com/en/news/292123344.md) - [zh-HK](https://longbridge.com/zh-HK/news/292123344.md) --- # 早餐 | 2026 年 7 月 9 日 - 特朗普伊朗局势表态降温后美股跌幅收窄，芯片股力撑纳指收涨，中概股大涨，油价大涨，金银跌。 - 美联储会议纪要：通胀担忧加剧，少数官员支持 6 月加息，AI 跻身三大通胀风险。美联储主席沃什定于 7 月 14-15 日出席国会货币政策听证会。 - 特朗普威胁再打伊朗、恢复海上封锁，后一度 “降温” 称美伊局势升级会很快平息。 - 特朗普：格陵兰岛应该由美国控制，丹麦没有花钱帮助它！丹麦首相回应：我们准备捍卫自己的领土。 - 中国央行 Q2 货币政策例会：继续实施适度宽松货币政策，加强对扩内需、科创、中小微企业等领域的金融支持。 - 中国工信部：Claude Code 存在安全后门隐患，危害严重。 - 韩国股市跌入技术性熊市，监管紧急开会：半导体板块过度集中加剧市场波动。 - SK 海力士美国 IPO 获七倍超额认购。 - 押注语音即 AI 入口！OpenAI 发布新模型 GPT-Live，ChatGPT 迈入实时对话时代。 - 苹果豪掷 300 亿美元，携手博通打造超 150 亿颗” 美国芯”。 - 蓝色起源首次启动外部融资，冲刺 1300 亿美元估值。 - 京东方上半年净利润同比最高预增近七成，LCD 景气修复与 AMOLED 放量共振向上。 ### Related Stocks - [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md) - [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [KWEB.US](https://longbridge.com/en/quote/KWEB.US.md) - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [QQEW.US](https://longbridge.com/en/quote/QQEW.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md) - [03121.HK](https://longbridge.com/en/quote/03121.HK.md) - [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md) - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [AVS.US](https://longbridge.com/en/quote/AVS.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [QQQE.US](https://longbridge.com/en/quote/QQQE.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPW.US](https://longbridge.com/en/quote/AAPW.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [ONEQ.US](https://longbridge.com/en/quote/ONEQ.US.md) - [EWY.US](https://longbridge.com/en/quote/EWY.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [QQQM.US](https://longbridge.com/en/quote/QQQM.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [TQQQ.US](https://longbridge.com/en/quote/TQQQ.US.md) - [QLD.US](https://longbridge.com/en/quote/QLD.US.md) - [PSQ.US](https://longbridge.com/en/quote/PSQ.US.md) - [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md) - [QID.US](https://longbridge.com/en/quote/QID.US.md) - [QYLD.US](https://longbridge.com/en/quote/QYLD.US.md) - [JEPQ.US](https://longbridge.com/en/quote/JEPQ.US.md) - [QQQI.US](https://longbridge.com/en/quote/QQQI.US.md) - [CWEB.US](https://longbridge.com/en/quote/CWEB.US.md) - [KLIP.US](https://longbridge.com/en/quote/KLIP.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [000725.CN](https://longbridge.com/en/quote/000725.CN.md) - [200725.CN](https://longbridge.com/en/quote/200725.CN.md) ## Related News & Research - [Paul R. Ried Financial Group LLC Sells 1,909 Shares of Apple Inc. $AAPL](https://longbridge.com/en/news/295077793.md) - [Telegram says app restored on Apple's App Store](https://longbridge.com/en/news/294757751.md) - [PPS&V Asset Management Consultants Inc. Cuts Stake in Invesco QQQ $QQQ](https://longbridge.com/en/news/294946469.md) - [OpenAI boosts AI chip dreams with AI patents from Altman-backed startup](https://longbridge.com/en/news/295148688.md) - [Technoprobe to open second probe card plant in Suzhou, China](https://longbridge.com/en/news/295086533.md)