特朗普誓言加大伊朗攻击力度，地缘风险溢价重估窗口开启

Trump pledges more Iran attacks, saying U.S. will be 'attacking them very hard'

人形机器人公司获英伟达、亚马逊等注资14亿美元

Humaniod robotics company raises up to $1.4 billion from Nvidia, Amazon and others

Investors have rushed to back companies in the physical AI space

Trump力挺Pulte任国家情报总监，呼吁短期延长外国情报监视法

Trump doubles down on Pulte for DNI, calls for short-term extension of foreign surveillance law

Unless Congress acts, a key provision of the Foreign Intelligence Surveillance Act will expire at the end of this week.

私人信贷机构称其软件领域的大赌注正面临AI清算——但并非"软件末日"

Private credit lenders say their big software bet faces an AI reckoning — but not a ‘SaaSpocalypse'

Private credit's exposure to software is being tested by AI, as lenders look past “SaaSpocalypse” fears to identify winn…

机构投资者减持持仓并提升现金比重至12%的操作——信息不完整，无法构建直接交易，仅供追踪机构风险偏好信号

We're paring another stock position to bring our cash weighting closer to 12%

This stock hasn't been a win, but it has quietly risen 10% since our last purchase.

中东地缘紧张局势持续背景下的油价波动率交易策略

An option trade to play the volatility in oil prices as Middle East tensions persist

Tony Zhang looks at a way to monetize elevated energy price volatility.

无人驾驶货运公司Einride通过SPAC登陆纳斯达克首日大涨的交易情报分析

Autonomous freight trucking company Einride rises sharply in first trade on Nasdaq

Self-driving freight truck technology company Einride rose significant in its first day of trading on the Nasdaq after a…

Palantir CEO Karp 表示企业界对前沿 AI 实验室"不满"

Palantir's Karp says businesses are 'unhappy' with the frontier AI labs

Palantir CEO Alex Karp says AI will drive the most important political decisions in the U.S. and shouldn't be decided by…

SpaceX IPO首日可能实现两位数涨幅——永续期货市场透露出什么信号

SpaceX primed for double-digit pop on first day, if ‘perps’ trading is any guide

Crypto traders are currently pricing the SpaceX pre-IPO perp on Hyperliquid at $161, about 19% above the company's fixed…

新世界螺旋蝇蛆入侵美国牛群对今夏牛肉价格的影响分析

What screwworm's appearance in U.S. cattle could mean for beef prices this summer

The arrival of the invasive New World screwworm in Texas could hit consumers this summer with beef prices already an acu…

大学学费破10万美元：价格锚定与实际债务风险分离

College sticker prices top $100,000 at 16 schools — but many students pay significantly less

The cost of attendance at a growing number of colleges is now more than six figures a year, according to data from The P…

Novelis 恢复纽约工厂生产，福特皮卡供应链约束缓解

Novelis restarts production at New York plant supplying Ford

Novelis said on Wednesday it restarted production at its New York facility, a plant key to Ford's pickup truck line, mon…

北卡财政部因估值顾虑回避SpaceX，转而加码OpenAI与Anthropic

North Carolina Treasurer passes on SpaceX citing valuation concerns; favors OpenAI, Anthropic

North Carolina has invested heavily in AI startups OpenAI and Anthropic while avoiding a direct stake in SpaceX.

5月通胀数据深度解析——地缘冲突如何重塑跨资产定价逻辑

Here's the inflation breakdown for May 2026 — in one chart

Inflation jumped to a three-year high in May as the Iran war continued to fuel higher energy prices.

监管机构预测市场监管提案拟禁止恐怖主义和暗杀相关交易

Regulators' proposed prediction markets rules ban trading on terrorism, assassinations

The proposed rules from the commission will now face a public comment period.

Amazon 卡车物流扩张引发货运股抛售

Amazon trucking expansion sparks freight stock selloff

Amazon has been spinning out more of its in-house logistics offerings for others to access, posing a growing threat to i…

本田召回超88万辆后悬架故障车辆——宏观交易价值极低但提供跨资产波动率预警

Honda recalls more than 880,000 cars due to a problem with rear suspension components

Honda is recalling more than 800,000 vehicles because rear suspension components may fail, increasing the chances of a c…

科技股现大规模净流出，机构减仓潮或重新定价风险溢价

Investors are fleeing tech stocks in record numbers

Bank of America clients sold a record $14.2 billion in single stocks last week

为SpaceX IPO波动预留现金缓冲的第四次减仓操作

We're trimming another stock to increase cash ahead of any SpaceX IPO volatility

We're making our fourth sale this week to bring our cash position close to 12%, in preparation for what we expect will r…

道指期货重挫250点——特朗普称伊朗谈判进展过慢

Dow futures slide 250 points as Trump says Iran is taking too long to negotiate: Live updates

U.S. forces launched “self-defense strikes” against Iran on Tuesday in retaliation for the downing of a helicopter, push…

5月消费者价格指数同比上涨4.2%，创三年新高

Consumer prices rose 4.2% annually in May, highest in three years

The consumer price index was expected to show a 4.2% gain from a year ago, according to the Dow Jones consensus estimate…