<h2>跟踪市场趋势</h2>
<p>TradingKey - 7 月 6 日，美国东部时间，在独立日假期周末后，美国股市恢复了活力，人工智能和芯片股票的反弹成为市场上涨的核心驱动力。投资者重新开始购买半导体、人工智能基础设施和大型科技股，同时开始为本周即将开启的新一季企业财报做准备。</p>
<p>收盘时，道琼斯工业平均指数上涨 0.29%，报 53,061.30；标准普尔 500 指数上涨 0.72%，报 7,537.43；纳斯达克综合指数上涨 1.12%，报 26,121.16。</p>
<p>在行业和个股方面，芯片股票经历了显著的反弹。博通（AVGO）上涨 3.73%，成为半导体行业反弹的重要力量，主要受益于与苹果（AAPL）延长的定制芯片供应协议。AMD（AMD）上涨 6.61%，英伟达（NVDA）小幅上涨，美光科技（MU）也录得适度反弹。</p>
<p>在商品市场，油价在低位保持波动。布伦特原油收于 72.00 美元，而 WTI（USOIL）原油收于 68.61 美元，基本回到伊朗冲突前的水平。OPEC+ 继续提高产量目标，沙特阿拉伯下调了对亚洲买家的官方售价，霍尔木兹海峡的航运逐渐恢复，进一步缓解了市场对供应中断的担忧。短期油市交易逻辑正在从地缘政治风险溢价转向供需基本面。</p>
<p>在贵金属方面，黄金小幅下滑。现货黄金（XAUUSD）徘徊在 4,152 美元附近，在上周因美国就业数据降温而飙升后进入整固阶段。目前，黄金的核心支撑仍源于市场对美联储加息预期的下调。然而，如果本周美联储会议纪要释放鹰派信号，或美元和国债收益率再次上涨，黄金可能面临短期获利回吐压力。</p>
<p>在加密市场，比特币（BTC）持续复苏，目前交易价格约为 64,000 美元；以太坊（ETH）反弹至约 1,798 美元，继续表现不及比特币。美国股市风险偏好的恢复为加密资产提供了一定支持，尽管市场交易量并未显著扩大。短期内，比特币能否继续上涨仍取决于 ETF 资金流动、美元走势以及美国加密监管进展是否出现新催化剂。</p>
<h2>市场新闻</h2>
<p><strong>博通与苹果延长定制芯片合作至 2031 年。</strong> 博通宣布将扩大与苹果的合作，继续为这家科技巨头开发和供应定制芯片，协议延长至 2031 年。该协议缓解了市场对苹果可能加速内部研发以在短期内替代博通组件的担忧。它还表明，定制芯片供应链的重要性在不断上升，受到人工智能和高端消费电子需求的推动。苹果约占博通年收入的 20%，这项长期协议支持了博通的盈利可见性和估值情绪。</p>
<p><strong>三星电子发布强劲的第二季度盈利指引。</strong> 三星预计其第二季度营业利润将同比激增 19 倍，达到 89.4 万亿韩元，连续第三个季度创下纪录，超出市场预期。公司的收入预计同比增长 129%，达到 171 万亿韩元。人工智能需求正在从 HBM 扩展到传统 DRAM 和 NAND，推动内存芯片价格上涨。</p>
<p><strong>微软（MSFT）宣布裁员 4,800 人并重组 Xbox 业务。</strong> 微软表示将裁减约 4,800 个职位，占其全球员工的约 2.1%，其中 3,200 个裁员发生在其 Xbox 游戏部门，同时剥离一些游戏工作室。公司强调，这些裁员并非直接由于人工智能取代工作。然而，市场高度关注微软是否在控制劳动力成本，以维持在人工智能数据中心和云计算资本支出上升背景下的利润率。此消息也促使投资者重新评估大型科技公司在人工智能支出上的投资回报周期。</p>
<p><strong>SK 海力士启动美国上市计划。</strong> SK 海力士已启动约 280 亿美元的美国上市计划，计划通过 ADR 在纳斯达克上市，以扩大其国际投资者基础，并在全球人工智能内存热潮中吸引资本市场的关注。作为 HBM 和人工智能内存的核心供应商，SK 海力士今年股价表现强劲。这项美国上市将进一步增加全球资本对韩国半导体供应链的参与，并可能加剧美国人工智能芯片行业的资本分流和估值重估。</p>
<h2>十大活跃股票</h2>
<p>下表列出了最新市场中交易最活跃的十只股票。这些资产在巨大的交易量和良好的流动性支持下，已成为跟踪全球市场动态的关键基准。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260707/stock-38701fe239a640ef9b9651f400b803ed.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260707/stock-38701fe239a640ef9b9651f400b803ed.png"/></p>
<p>了解更多</p>

博通

SMSN

三星电子

<p>美国股市在 7 月 6 日反弹，受益于人工智能和芯片行业的上涨。博通上涨了 3.73%，因与苹果达成了持续到 2031 年的定制芯片合作。三星预告第二季度业绩强劲，超出预期。微软宣布裁员 4,800 人，主要集中在 Xbox 部门，以应对人工智能投资带来的成本压力。SK 海力士启动了 280 亿美元的美国上市计划。由于供应基本面，油价保持低位，而黄金价格在 4,152 美元附近整理</p>

<h2>Tracking Market Trends</h2>
<div class="lb-trans"><h2>跟踪市场趋势</h2>
</div><p>TradingKey - On July 6, Eastern Time, US stocks regained strength after the Independence Day holiday weekend, with rebounds in AI and chip stocks serving as the core driving force behind the market's upward movement. Investors returned to purchasing semiconductors, AI infrastructure, and mega-cap tech stocks, while starting to prepare for the new corporate earnings season kicking off this week.</p>
<div class="lb-trans"><p>TradingKey - 7 月 6 日，美国东部时间，在独立日假期周末后，美国股市恢复了活力，人工智能和芯片股票的反弹成为市场上涨的核心驱动力。投资者重新开始购买半导体、人工智能基础设施和大型科技股，同时开始为本周即将开启的新一季企业财报做准备。</p>
</div><p>At the close, the Dow Jones Industrial Average rose 0.29% to 53,061.30; the S&amp;P 500 Index climbed 0.72% to 7,537.43; and the Nasdaq Composite Index gained 1.12% to 26,121.16.</p>
<div class="lb-trans"><p>收盘时，道琼斯工业平均指数上涨 0.29%，报 53,061.30；标准普尔 500 指数上涨 0.72%，报 7,537.43；纳斯达克综合指数上涨 1.12%，报 26,121.16。</p>
</div><p>In terms of sectors and individual stocks, chip stocks experienced a notable recovery. Broadcom ( AVGO) rose 3.73%, becoming a significant force driving the rebound in the semiconductor sector, primarily boosted by the extension of its custom chip supply agreement with Apple ( AAPL ). AMD ( AMD) surged 6.61%, Nvidia ( NVDA) gained slightly, and Micron Technology ( MU) also recorded a moderate rebound.</p>
<div class="lb-trans"><p>在行业和个股方面，芯片股票经历了显著的反弹。博通（AVGO）上涨 3.73%，成为半导体行业反弹的重要力量，主要受益于与苹果（AAPL）延长的定制芯片供应协议。AMD（AMD）上涨 6.61%，英伟达（NVDA）小幅上涨，美光科技（MU）也录得适度反弹。</p>
</div><p>In commodity markets, oil prices remained volatile at low levels. Brent crude closed at $72.00, while WTI ( USOIL) crude closed at $68.61, largely returning to levels seen before the Iran conflict. OPEC+ continued to raise production targets, Saudi Arabia cut its official selling prices for Asian buyers, and shipping in the Strait of Hormuz gradually resumed, further cooling market concerns over supply disruptions. Short-term oil trading logic is shifting back from geopolitical risk premiums to supply and demand fundamentals.</p>
<div class="lb-trans"><p>在商品市场，油价在低位保持波动。布伦特原油收于 72.00 美元，而 WTI（USOIL）原油收于 68.61 美元，基本回到伊朗冲突前的水平。OPEC+ 继续提高产量目标，沙特阿拉伯下调了对亚洲买家的官方售价，霍尔木兹海峡的航运逐渐恢复，进一步缓解了市场对供应中断的担忧。短期油市交易逻辑正在从地缘政治风险溢价转向供需基本面。</p>
</div><p>In precious metals, gold slid slightly. Spot gold ( XAUUSD) hovered around $4,152, entering a consolidation phase after surging last week on the back of cooling US employment data. Currently, the core support for gold still stems from the market's downward revision of Federal Reserve rate hike expectations. However, if this week's Fed meeting minutes release hawkish signals, or if the US dollar and Treasury yields rise again, gold may face short-term profit-taking pressure.</p>
<div class="lb-trans"><p>在贵金属方面，黄金小幅下滑。现货黄金（XAUUSD）徘徊在 4,152 美元附近，在上周因美国就业数据降温而飙升后进入整固阶段。目前，黄金的核心支撑仍源于市场对美联储加息预期的下调。然而，如果本周美联储会议纪要释放鹰派信号，或美元和国债收益率再次上涨，黄金可能面临短期获利回吐压力。</p>
</div><p>In the crypto market, Bitcoin ( BTC) sustained its recovery, currently trading around $64,000; Ethereum ( ETH) rebounded to around $1,798, continuing to underperform Bitcoin. The recovery in risk appetite within US equities has provided some support for crypto assets, though market trading volume has not expanded significantly. In the short term, whether Bitcoin can continue to move upward still depends on ETF capital flows, the trajectory of the US dollar, and whether new catalysts emerge from US crypto regulatory progress.</p>
<div class="lb-trans"><p>在加密市场，比特币（BTC）持续复苏，目前交易价格约为 64,000 美元；以太坊（ETH）反弹至约 1,798 美元，继续表现不及比特币。美国股市风险偏好的恢复为加密资产提供了一定支持，尽管市场交易量并未显著扩大。短期内，比特币能否继续上涨仍取决于 ETF 资金流动、美元走势以及美国加密监管进展是否出现新催化剂。</p>
</div><h2>Market News</h2>
<div class="lb-trans"><h2>市场新闻</h2>
</div><p><strong>Broadcom and Apple extend custom chip partnership to 2031.</strong> Broadcom announced that it will expand its collaboration with Apple, continuing to develop and supply custom chips for the tech giant, with the agreement extended to 2031. This agreement eases market concerns that Apple might accelerate its in-house R&amp;D to replace Broadcom components in the short term. It also demonstrates that the importance of the custom chip supply chain continues to rise, driven by demand for AI and high-end consumer electronics. Apple accounts for approximately 20% of Broadcom's annual revenue, meaning this long-term agreement supports Broadcom's earnings visibility and valuation sentiment.</p>
<div class="lb-trans"><p><strong>博通与苹果延长定制芯片合作至 2031 年。</strong> 博通宣布将扩大与苹果的合作，继续为这家科技巨头开发和供应定制芯片，协议延长至 2031 年。该协议缓解了市场对苹果可能加速内部研发以在短期内替代博通组件的担忧。它还表明，定制芯片供应链的重要性在不断上升，受到人工智能和高端消费电子需求的推动。苹果约占博通年收入的 20%，这项长期协议支持了博通的盈利可见性和估值情绪。</p>
</div><p><strong>Samsung Electronics releases strong Q2 earnings guidance.</strong> Samsung expects its second-quarter operating profit to surge 19-fold year-on-year to 89.4 trillion won, breaking records for the third consecutive quarter and beating market expectations. The company's revenue is projected to increase 129% year-on-year to 171 trillion won. AI demand is spreading from HBM to conventional DRAM and NAND, driving memory chip prices higher.</p>
<div class="lb-trans"><p><strong>三星电子发布强劲的第二季度盈利指引。</strong> 三星预计其第二季度营业利润将同比激增 19 倍，达到 89.4 万亿韩元，连续第三个季度创下纪录，超出市场预期。公司的收入预计同比增长 129%，达到 171 万亿韩元。人工智能需求正在从 HBM 扩展到传统 DRAM 和 NAND，推动内存芯片价格上涨。</p>
</div><p><strong>Microsoft (</strong> <strong>MSFT</strong> <strong>) announces 4,800 layoffs and a restructure of its Xbox business.</strong> Microsoft stated it will cut approximately 4,800 jobs, representing about 2.1% of its global workforce, with 3,200 layoffs occurring in its Xbox gaming division alongside the spinoff of some game studios. The company emphasized that these layoffs are not a direct result of AI replacing jobs. However, the market is highly focused on whether Microsoft is controlling labor costs to maintain profit margins amid rising capital expenditures for AI data centers and cloud computing. The news has also prompted investors to reassess the return-on-investment cycle for AI spending by big tech companies.</p>
<div class="lb-trans"><p><strong>微软（MSFT）宣布裁员 4,800 人并重组 Xbox 业务。</strong> 微软表示将裁减约 4,800 个职位，占其全球员工的约 2.1%，其中 3,200 个裁员发生在其 Xbox 游戏部门，同时剥离一些游戏工作室。公司强调，这些裁员并非直接由于人工智能取代工作。然而，市场高度关注微软是否在控制劳动力成本，以维持在人工智能数据中心和云计算资本支出上升背景下的利润率。此消息也促使投资者重新评估大型科技公司在人工智能支出上的投资回报周期。</p>
</div><p><strong>SK Hynix initiates plans for a US listing.</strong> SK Hynix has initiated plans for a US listing valued at approximately $28 billion, aiming to debut on the Nasdaq via ADRs to expand its international investor base and capture capital market attention amid the global AI memory boom. As a core supplier of HBM and AI memory, SK Hynix has seen strong stock performance this year. This US listing will further increase global capital participation in the South Korean semiconductor supply chain and may intensify capital diversion and valuation re-ratings within the US AI chip sector.</p>
<div class="lb-trans"><p><strong>SK 海力士启动美国上市计划。</strong> SK 海力士已启动约 280 亿美元的美国上市计划，计划通过 ADR 在纳斯达克上市，以扩大其国际投资者基础，并在全球人工智能内存热潮中吸引资本市场的关注。作为 HBM 和人工智能内存的核心供应商，SK 海力士今年股价表现强劲。这项美国上市将进一步增加全球资本对韩国半导体供应链的参与，并可能加剧美国人工智能芯片行业的资本分流和估值重估。</p>
</div><h2>Top 10 Most Active Stocks</h2>
<div class="lb-trans"><h2>十大活跃股票</h2>
</div><p>The table below lists the ten most actively traded stocks in the latest market. Supported by massive trading volume and excellent liquidity, these assets have become key benchmarks for tracking global market dynamics.</p>
<div class="lb-trans"><p>下表列出了最新市场中交易最活跃的十只股票。这些资产在巨大的交易量和良好的流动性支持下，已成为跟踪全球市场动态的关键基准。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260707/stock-38701fe239a640ef9b9651f400b803ed.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260707/stock-38701fe239a640ef9b9651f400b803ed.png"/></p>
<p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

Today’s Market Recap: Chip Stocks Recover, Broadcom-Apple Partnership Ignites AI Hardware Market, Samsung Earnings Preview Beats Profit Expectations

- 美股在独立日后反弹，AI 和芯片股成为市场核心驱动力。  
- 道琼斯上涨 0.29%，标准普尔 500 上涨 0.72%。  
- Broadcom 与 Apple 延长芯片合作至 2031 年，三星 Q2 预计利润增长 19 倍。

TradingKey

Samsung Electronics Co., Ltd. Sponsored GDR

微软

苹果

南方两倍做多三星

XL二南三星-U

标普半导体 ETF - SPDR

黄金 MiniShares 信托 - SPDR

2 倍做多彭博原油 ETF - ProShares

黄金 ETF - SPDR

2 倍做多黄金 ETF - ProShares

黄金 ETF - iShares

Roundhill Gold WeeklyPay ETF

微软每日 2 倍做多 ETF - Direxion

Leverage Shares 2X Long AVGO Daily ETF

2 倍做空黄金 ETF - ProShares

T-Rex 2X Long Microsoft Daily Target ETF

苹果每日 1 倍做空 ETF - Direxion

2 倍做多 AVGO ETF - Direxion

YieldMax MSFT Option Income Strategy ETF

南方两倍做空三星

1 倍做空 AVGO ETF - Direxion

ETFS Capital Ltd.

苹果每日 2 倍做多 ETF - Direxion

Roundhill AVGO WeeklyPay ETF

2 倍做多 AAPL ETF - GraniteShares

2 倍做多 AVGO ETF - Defiance

XI二南三星-U

YieldMax AAPL Option Income Strategy ETF

美国布伦特原油期货基金

实物黄金股 ETF - ETFS

GraniteShares 2x Long AVGO Daily ETF

南方KOSPI

2 倍做空彭博原油 ETF - ProShares

南方两倍做多海力士

2 倍做多 MSFT ETF - GraniteShares

微软每日 1 倍做空 ETF - Direxion

AAPL 周收益 ETF - Roundhill

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

2 倍做多 MAG7 指数 ETF - Roundhill

2 倍做多标普油气出口与生产 ETF - Direxion

2 倍做空标普油气开采 ETF - Direxion

Roundhill MSFT WeeklyPay ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

道琼斯指数

标普 500 指数

纳斯达克综合指数

英伟达

美光科技

NVIDIA Corporation

今日市场回顾：芯片股回升，博通与苹果的合作点燃了 AI 硬件市场，三星盈利预期超出利润预期