中美对峙升温叠加停火协议破裂，地缘风险溢价重估窗口开启

U.S., Iran intensify attacks as ceasefire frays, peace talks stall

The regional conflict has hardened into a stalemate as the U.S. and Iran failed to turn a fragile ceasefire into a lasti…

美国提议对60个经济体因强迫劳动贸易实践征收新关税

U.S. proposes fresh tariffs on 60 economies over forced labor trade practices

USTR has proposed a 10% duty rate for economies that have adopted a full or partial prohibition on forced labor trade, a…

三项理由建议投资者在夏末增加对冲配置：Susquehanna

Three reasons investors should increase hedging toward the end of summer: Susquehanna

高盛下调港股评级，主攻大陆AI硬件：宏观对冲视角下的信号解读

Goldman Sachs cuts Hong Kong stocks in favor of mainland China AI hardware plays

The investment bank on Wednesday cut its rating on H shares to market-weight from overweight, while staying overweight m…

澳大利亚第一季度经济增长因恶劣天气和需求疲软不及预期

Australia's first-quarter economic growth misses estimates on severe weather, weak demand

The country's GDP expanded 2.5% in the first three months this year, compared to a year earlier, missing economists' exp…

最高法院允许阿拉巴马州使用稀释黑人选票的国会选区地图

Supreme Court allows Alabama to use congressional map that dilutes Black vote

美伊贸易冲突引爆油价：地缘风险溢价的急性爆发与跨资产传导分析

Oil climbs as U.S.-Iran trade strikes while Trump says negotiations with Tehran underway

U.S. Central Command said Tuesday that it had defeated multiple Iranian ballistic missiles following "attempted attacks"…

美联储新主席完成首批人事任命，含"Project 2025"章节作者

Fed Chair Warsh makes first hires at central bank, including ‘Project 2025’ author

The new Fed chair has made his first hires. One wrote the Fed chapter in conservative policy blueprint "Project 2025."

超短期技术惯性事件 - 无实质宏观情报价值

Stock futures are little changed after S&P 500 closes at another record: Live updates

The three major indexes rose to fresh record highs on Tuesday.

中国让散户更难接触美股——谁将从中受益

China is making it harder for Mom and Pop to access U.S. stocks. Here's who will benefit

Chinese regulators recently tightened scrutiny on offshore brokerages including Futu and Tiger Brokers.

Asia-Pacific markets set to open mixed as concerns over Middle East conflict rise

Asia-Pacific markets set to open mixed as concerns over Middle East conflict rise

Asia-Pacific markets were set to open mixed amid concerns over volatile oil prices with the Strait of Hormuz remaining c…

加州初选选择新州长，或将改变国会平衡

California votes in primary to pick new governor, and maybe tip balance in Congress

California votes on Tuesday in a primary election that will choose two finalists for governor and Los Angeles mayor whil…

上调Palo Alto目标价——强劲财报消除AI颠覆担忧

We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears

The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.

伊朗已在霍尔木兹海峡"大规模布雷"——国务卿鲁比奥参议院作证全文

Iran has mined 'large segments' of Hormuz Strait, Secretary of State Rubio says

Rubio called Iran's actions illegal in testimony to the Senate Foreign Relations Committee.

Cramer建议在AI交易之外逢低买入5只股票以实现多元化配置

Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification

CNBC's Jim Cramer said investors should consider adding exposure to out-of-favor sectors if investors begin rotating awa…

DOJ "不推进"特朗普反武器化基金——Blanche披露

DOJ 'not moving forward' with Trump anti-weaponization fund, Blanche says

UltaBeauty财报超预期但缺乏交易价值——美妆可选消费的周期性悖论

Ulta shares pop as beauty retailer beats Wall Street expectations and hikes earnings outlook

Ulta Beauty beat on the top and bottom lines for its fiscal first quarter on Tuesday as CEO Kecia Steelman praised the c…

Alphabet的800亿美元融资计划：对AI基建股趋势交易的多维解读

Alphabet's plan to sell $80 billion in stock to fund its AI buildout isn't all bad

It's the latest step in an aggressive effort by big tech companies to secure future funding for AI infrastructure.

PANO ALTO NETWORKS财报超预期后暴涨12%——超跌反弹还是趋势反转？

Palo Alto Networks pops 12% on earnings beat, rosy guidance

The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of ana…

税收优惠收益率超6%的收入型资产机会

This income-generating asset offers yield exceeding 6% at a tax-advantaged rate

Investors who can stomach some rate volatility may be poised to pick up solid yield.

情报总监政治化风险下的市场定价框架

Pulte appointment as spy chief would give Trump attack dog access to the 'crown jewels'

In his role atop the housing finance agency, Bill Pulte has used his access to mortgage records to refer some top Trump…