社会保障金针对就业退休者削减政策拟变动的宏观交易分析

Social Security benefits can be reduced for some retirees who work. How that may change

A new bill in Congress calls for eliminating the retirement earnings test, which reduces Social Security for some worker…

盈利季报超预期初段：顺势但留有对冲的窗口期交易

The earnings season has been really, really good

About 28% of the S&P 500, or roughly 140 companies, have reported first-quarter results thus far.

OpenAI 重组与微软的合作关系，设定收入分成上限

OpenAI shakes up partnership with Microsoft, capping revenue share

Spotify联手Peloton推出全球健身内容中心的深度情报分析

Spotify teams up with Peloton to launch global fitness content hub

Spotify teams with Peloton to launch fitness content, potentially opening new revenue streams while expanding Peloton’s…

Anthropic发布Project Glasswing凸显AI网络安全风险，Mizuho看好CrowdStrike后续上涨

CrowdStrike to rally as Anthropic's Project Glasswing spotlights AI cybersecurity risks, Mizuho says

CrowdStrike should see its shares rise as Project Glasswing calls attention to cybersecurity threats posed by the growin…

IEA告诉CNBC：能源危机将提振核能——投资者如何从中获利

The energy crisis will boost nuclear power, the IEA told CNBC. Here's how investors can benefit

The nuclear power theme can be accessed in several ways: mining and refining stocks, as well as through the spot uranium…

公寓市场供过于求与租金优惠蔓延：为何近40%房东正提供让步

More apartments, more deals: Why nearly 40% of landlords are offering concessions right now

A surge in new apartments is slowing rent price growth and boosting concessions, but fewer new projects could limit how…

Shell以164亿美元收购加拿大ARC Resources：能源巨头的产能军备竞赛

Oil giant Shell agrees to buy Canada’s ARC Resources for $16.4 billion

The transaction will add roughly 370,000 barrels of oil equivalent per day to Shell's portfolio and is designed to boost…

华尔街周一科技股评级轮动：机遇与陷阱并存

Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Micron, AMD, DoorDash, CrowdStrike & more

Here are Monday's biggest calls on Wall Street.

高通因与 OpenAI 合作开发智能手机 AI 芯片而大涨 12%：边缘 AI 计算产业化落地的交易机会

Qualcomm jumps 12% on report it’s partnering with OpenAI on smartphone AI chip

Qualcomm will be working alongside MediaTek to develop a smartphone chip for OpenAI, with manufacturer Luxshare co-desig…

银行CEO让AI分身代劳财报电话——现正签署OpenAI协议

This bank CEO let his AI clone handle an earnings call — now he's signing an OpenAI deal

It's part of Customers Bank CEO Sam Sidhu's effort to get ahead in the industry's race to transform itself using AI agen…

伊朗和谈破裂推高原油风险溢价

Brent oil prices briefly top $108 per barrel after Iran peace talks unravel

President Donald Trump on Saturday cancelled plans to send U.S. envoy Steve Witkoff and Jared Kushner to Islamabad, Paki…

The bullish signals ahead of this week's Mag-7 earnings

Calls are trading more expensive than puts in the five names that report this week, and call volume outpaces put volume…

华尔街预期GM第一季度业绩稳健，而Ford和Stellantis正努力寻求市场份额增长动能

Wall Street expects solid Q1 results for GM, as Ford and Stellantis try to gain traction

America's largest automakers are set to report first-quarter earnings results this week.

世界领导人就白宫记者协会晚宴枪击事件表达震惊和支持

World leaders express shock, support after White House Correspondents' Dinner shooting

Leaders from the U.K., France, the EU and Pakistan react to a shooting at a high-profile dinner in Washington, D.C., wit…

礼来收购Ajax Therapeutics：制药巨头押注血液肿瘤赛道

Eli Lilly to buy Ajax Therapeutics for up to $2.3 billion

Eli Lilly said on Monday ​it would buy ​privately ​held blood cancer treatment developer Ajax Therapeutics for up to $2.…

MAHA怒了：其与特朗普的联盟将面临最大考验

MAHA is mad. Its alliance with Trump is about to face its biggest test

Supreme Court arguments Monday and the farm bill put MAHA squarely at odds with President Donald Trump and the majority…

联合航空CEO确认接触美国航空洽谈合并：宏观对冲视角下的交易价值判定

United Airlines CEO confirms he approached American Airlines about merger

Jefferies唱多2026年大幅下跌的网络安全股——是否构成可交易机会？

This cybersecurity stock is down sharply in 2026. Jefferies sees a buying opportunity

The investment firm assigned the stock a buy rating.

CRISPR基因编辑疗法里程碑式成功：宏观对冲视角下的Biotech板块交易机会分析

Intellia Therapeutics says its Crispr-based treatment succeeds in pivotal trial

Intellia Therapeutics said its Crispr-based treatment for hereditary angioedema met its goals in a Phase 3 trial, markin…

中国阻止Meta收购AI初创公司Manus

China blocks Meta's acquisition of AI startup Manus

China said Monday it has decided to block Meta's $2 billion acquisition of Manus, a Singaporean AI startup with Chinese…