美伊霍尔木兹海峡交火与Pickaxe Mountain核活动警告——地缘风险溢价重估与跨资产传导分析

Trump warns Tehran over Pickaxe Mountain activity; U.S.-Iran exchange attacks on ships near Hormuz

U.S. President Donald Trump has urged Iran "not to get cute" over activity at a suspected nuclear site on Pickaxe Mounta…

'Saved the day': How China helped keep the lid on oil price surge as Iran war disrupted supplies

China's crude stockpiling and subsequent pullback on purchases since the war erupted in late February has helped the wor…

台积电8月营收激增53%创历史新高：可交易情报提取

World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high

TSMC reported monthly sales revenue for August on Thursday.

Coinbase CEO认为无论Clarity Act投票结果如何，美国加密货币监管都将推进

Coinbase CEO sees U.S. crypto regulation advancing regardless of Clarity Act vote

Coinbase CEO Brian Armstrong says U.S. crypto regulation could move forward regardless of the outcome of the Clarity Act…

"一生一次"的资产配置转换正在颠覆60/40组合——BlackRock高管详解新偏好配置

'Once-in-a-lifetime’ shift is making 60/40 portfolios less relevant, says BlackRock exec. Here’s the mix it favors

A BlackRock exec said a "once in a lifetime" investment opportunity is upending the traditional 60/40 portfolio mix.

欧洲央行加息"几乎确定"——但投资者对未来走势存分歧

An ECB rate hike is ‘all but certain’ — but investors divided on what comes next

The central bank is contending with rising prices, the consequences of the U.S.-Iran war, and surging government borrowi…

UBS CEO警告：地缘与经济风险升温之际投资者自满情绪加剧

UBS CEO flags investor complacency as geopolitical and economic risks mount

The UBS top boss cautioned that investors face an increasingly complicated environment given multiple headwinds.

三星折叠机在苹果入场前争夺iPhone用户的竞争动态分析

Samsung works to draw iPhone users to its foldables even as Apple enters the market

Samsung is drawing more iPhone users to its foldables as Apple’s rumored entry threatens to reshape the market.

印度绿色雄心面临能源安全挑战但暴露对华依赖风险

Inside India newsletter: India’s green push aims to boost energy security but exposes China dependency

India's ambition to create a self-reliant energy ecosystem by expanding its renewable energy footprint is facing a China…

蚂蚁国际与Visa、Mastercard合作制定AI代理支付通用标准

Ant International partners with Visa, Mastercard on developing AI payments

Visa, Mastercard and Ant International are working on common standards for AI-agent payments — including ways to verify…

民主党参议员Fetterman在共和党中期选举大会上意外现身并表态愿与特朗普合作捍卫钢铁产业利益

Democratic Sen. John Fetterman makes surprise video appearance at GOP midterm convention

Fetterman, of Pennsylvania, vowed to "work with President Trump to fight and defend the steel way of life right here in…

银行CEO表态掩盖的消费信贷隐患——高能源价格下的美股交易指南

Bank of America CEO says the consumer remains resilient despite rising gas prices

Bank of America CEO Brian Moynihan said the bank’s data shows consumer spending and credit remain healthy despite rising…

NFL球队老板仍认为球队"被低估"

NFL teams still 'undervalued,' says Jacksonville Jaguars owner Shad Khan

Jacksonville Jaguars owner Shad Khan says NFL teams are still undervalued compared with teams in other professional spor…

交易员静待批发通胀报告之际油价攀升，市场等待通胀数据指引方向

Stock futures are little changed as traders brace for wholesale inflation report: Live updates

The first of two inflation reports due this week is in focus as oil prices rise.

Amazon任命网络安全资深人士Kevin Mandia加入董事会

Amazon adds cybersecurity veteran Kevin Mandia to board 2 years after he left Google

Amazon said Kevin Mandia, the founder and former CEO of cybersecurity company Mandiant, is joining its board of director…

中期选举临近 脆弱候选人缺席共和党大会——市场定价启示

Fewer than half of vulnerable congressional candidates have speaking roles at GOP convention

Republicans hope to build momentum as they sag in the polls ahead of November's midterm election, but some vulnerable ca…

盤後個股異動分析：交易價值因信息不足而暫緩，但跨資產傳導鏈路已就緒

Stocks making the biggest moves after hours: AeroVironment, American Eagle, Cooper Companies & more

Here are some of the names making headlines in extended trading.

Bessent在共和党演讲中的政治转向考验其债券市场公信力

Bessent’s political turn in GOP speech tests his bond-market credibility

Treasury Secretary Scott Bessent's planned Republican convention speech in Dallas is raising questions about how politic…

共和党将在中期选举大会上力推国会股票交易禁令，特朗普交易记录引发关注

Republicans to tout congressional stock-trading ban at midterm convention as Trump trades

Trump disclosed more than 21,000 trades in 2025, while the House-passed restrictions Republicans are promoting apply onl…

Barclays 上调标普 500 年底目标价，称 AI 驱动的盈利增长"表现突出"

Barclays raises S&P 500 year-end target, citing 'standout' earnings driven by AI

Barclays raised its year-end S&P 500 target, citing 'standout' earnings season led by tech and durable AI-driven growth.

秋季税收损失收获窗口期的机构调仓博弈：基于历史季节性的跨资产波动率交易机会

Dump these loser stocks this fall, Wolfe Research says. It could help cut next year's tax bill

Mutual funds often start ditching their biggest losers in mid-September. Wolfe Research has a list of likely candidates…