美伊外交接触：谈判信号释放后的宏观对冲策略分析

US is willing to 'hear the Iranians out', Leavitt says

Leavitt says President Trump was flexible in granting an extension on the ceasefire with Iran. He has decided to send Wi…

白宫宣布美伊高层会谈重启：地缘风险溢价的重新定价窗口

White House press secretary speaks to reporters

White House Press Secretary Karoline Leavitt is now speaking to reporters. We just heard from her on Fox News a moment a…

Vance will not attend new talks, but is on 'standby', White House says

Vance will not attend new talks, but is on 'standby', White House says

US Vice President JD Vance will not attend the fresh round of talks with Iran, White House Press Secretary Karoline Leav…

Google 向 Anthropic 追加至多 400 亿美元投资——搜索巨头押注 AI 基础设施版图扩张

Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets

Anthropic said its latest agreement with Google expands on a longstanding partnership between the two companies.

P&G稳健季度与乐观指引验证为何这只股票值得配置

P&G's solid quarter, confident outlook proves why the stock deserves a spot in our portfolio

P&G was able to do this despite increased commodity prices due to the Iran war.

AI热潮驱动核能IPO溢价：X-energy上市首日暴涨背后的清洁能源基荷叙事与交易机会

Nuclear reactor company X-energy shares surge 26% as AI drives interest in its IPO

Advanced nuclear reactor company X-energy began trading Friday as the AI boom and electrification broadly spark a flurry…

特朗普救助选项倒计时：债券持有人权衡政府收购后的可能走向

Clock ticks on Spirit Airlines as bondholders weigh Trump bailout. Here's what could happen next

President Trump has said the government could buy Spirit.

科索沃塞族因2023年修道院围攻致命枪战被判终身监禁：地缘风险溢价传导与交易机会分析

Three Kosovo Serbs jailed over deadly gun battle and monastery siege

Kosovo's court sentences two men to life imprisonment and another to a 30-year term for the 2023 attack.

白宫确认Kushner与Witkoff将前往伊斯兰堡继续与伊朗谈判

White House confirms Kushner and Witkoff will go to Islamabad for further Iran talksreaking

US special envoy Steve Witkoff and Jared Kushner will head to Islamabad in Pakistan for further talks with Iran, White H…

科技投资人 Dan Niles 称 Intel 周五的反弹只是开始

Friday's Intel rally is only the beginning, says tech investor Dan Niles

Niles listed Intel as his largest holding at one point this month.

索马里沿海再现海盗劫持油轮事件

Pirates hijack oil tanker off the coast of Somalia

Piracy, once notorious in this stretch of the Indian Ocean, has made a comeback in recent years.

美伊谈判重启：地缘降级预期下的跨资产定价重估

US envoy Steve Wikoff and Jared Kushner to attend Pakistan talks - reports

Jared Kushner and Steve Witkoff were part of the US negotiating team that met with Iranian officials in Islamabad earlie…

AI替代就业冲击：从叙事到定价的传导拐点

20,000 job cuts at Meta, Microsoft raise concern that AI-driven labor crisis is here

Meta said it's cutting 10% of its workforce, just as Microsoft announced that it's offering employee buyouts for the fir…

Bessent为美国美元互换额度辩护，称伊朗战争损害全球金融体系

Bessent defends U.S. dollar swap lines as Iran war harms global finances

President Donald Trump, asked on CNBC's "Squawk Box" this week about a possible UAE swap line, appeared to say he is in…

Intel's blowout quarter showcases the exact reason why we took a stake in Arm

Intel's quarter is a sign for what's to come in CPU demand

黎巴嫩民众对停火协议持怀疑态度——中东地缘风险溢价的脆弱平衡与跨资产定价机会

Lebanese people hope for peace but are sceptical of ceasefire

Carine TorbeyBBC Arabic correspondent, in Beirut In the southern suburb of Beirut, there’s very little optimism followin…

美联储大概率维持利率不变：这对消费者借贷和储蓄成本意味着什么

Fed is likely to hold rates steady — here's how that impacts consumer costs

The Federal Reserve's April meeting, potentially Jerome Powell's last as chair, may impact many consumer borrowing and s…

伊朗谁在决策？——地缘风险溢价的定价真空

Who is making decisions in Iran?

Iran's new supreme leader is supposed to have the final say, but in practice the picture is far murkier.

Kalshi预测市场显示DOJ放弃Powell调查后沃什在5月15日前确认概率升至86%

Bettors on Kalshi now see Warsh likely confirmed by mid-May after DOJ drops Powell probe

Bettors on the platform now see an 86% chance that Warsh's nomination is confirmed by the U.S. Senate by May 15.

以色列警局调查"剪除巴勒斯坦旗帜"事件：宗教符号冲突下的地缘交易困境

Israeli police investigate after officers 'cut Palestinian flag' from skullcap

The British Israeli man says he was detained after someone took offence at his kippah embroidered with Israeli and Pales…

Mandelson正接受欧盟反欺诈办公室正式调查

Mandelson under formal investigation by EU's anti-fraud office

The EU's anti-fraud office confirms it has "sufficient information" to launch an investigation, but does not say if it i…