持有现金vs.债券的机会成本分析：当前市场环境下债券相对价值正获机构重新定价

This is what it costs investors to stay in cash — and what to do instead

A recent analysis by BlackRock shows how much income investors are leaving on the table with cash compared to bonds.

特朗普称美国将"获得"伊朗铀资源——地缘核风险溢价的模糊信号与市场定价空白

'We're going to get it' - Trump on extracting Iran's uranium

As President Donald Trump was leaving an event at the White House today, a reporter asked him about the possibility of t…

Boeing和Honeywell反弹原因分析——AI交易动能持续获得支撑

Why Boeing and Honeywell are rallying — plus, the AI trade gets another boost

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hou…

特朗普对伊朗核协议的"谨慎乐观"表态与军事行动并行的信号矛盾分析

Trump offers cautious optimism on Iran deal

Bernd Debusmann JrWhite House reporter A little earlier Donald Trump spoke alongside First Lady Melania Trump at a White…

以色列-黎巴嫩停火协议名存实亡——地缘风险溢价的重新定价博弈

The Israel-Lebanon ceasefire is in name only

Hugo BachegaReporting from Beirut An Israeli air strike has hit the southern suburbs of Beirut for the first time in wee…

FanDuel CEO Amy Howe 五年任满离职：在线博彩板块风险溢价重定价信号

FanDuel CEO Amy Howe is out after five years at the sportsbook

Howe has overseen FanDuel during a time of dramatic expansion in sports gambling and as prediction markets have exploded…

摩根士丹利在财报季尾声看好Ulta Beauty和Target的消费逻辑分析

Earnings season is almost over. Morgan Stanley has some picks to play the end

Morgan Stanley sees stocks including Ulta Beauty and Target as potential winners to wrap up earnings season.

内塔尼亚胡称真主党指挥官袭击以色列定居点和士兵

Netanyahu says Hezbollah commander attacked Israeli settlements and soldiers

More now from Israeli Prime Minister Benjamin Netanyahu, who has announced fresh Israeli strikes hitting Beirut, targeti…

马斯克得州Terafab芯片工厂投资上限或达1190亿美元（新闻摘要）

Elon Musk's Terafab chip factory in Texas could cost up to $119 billion, filing shows

Elon Musk's giant Terafab facility in Texas could cost up to $119 billion, with hopes of manufacturing chips for Tesla,…

交易员相信：大变革何时到来？告别季度财报？||

Goodbye quarterly earnings? Here's when traders believe this big change will happen

Traders are evenly divided as to whether the change will happen by Jan. 1. That would be an unusually fast timeline for…

以色列对贝鲁特发动新空袭 打击真主党高级指挥官

Israel launches fresh strikes on Beirut, targeting top Hezbollah commanderreaking

Israel's military has launched strikes in Beirut, targeting a senior Hezbollah commander, Israeli Prime Minister Benjami…

午盘热门股：AMD、Corning、Arm Holdings、Cencora、Uber 等

Stocks making the biggest moves midday: AMD, Corning, Arm Holdings, Cencora, Uber & more

Here are the stocks making headlines in midday trading.

特朗普对伊朗和平协议的期望伴随着警示

Trump's hopes for an Iran peace deal come with caveats

There are signs of fresh momentum to end the war, but Trump himself has injected a note of caution.

美国军队在霍尔木兹海峡射击并瘫痪伊朗油轮——地缘风险溢价的即时重定价

US forces say they shot at an Iranian vessel in the Gulf of Omanreaking

US Central Command says it shot at and disabled an Iranian-flagged oil tanker in the Gulf of Oman. In a post on social m…

原油下跌与全球股市上涨：美伊潜在协议重塑风险定价

Oil prices drop and stock markets rise after reports of potential deal

Oil prices have dropped and global stock markets have risen following reports of a potential breakthrough in negotiation…

马可·卢比奥访问梵蒂冈——2028年总统大选呼声升温

Marco Rubio heads to the Vatican as 2028 presidential buzz ramps up

Secretary of State Marco Rubio is a frontrunner to succeed President Donald Trump in 2028, though Vice President JD Vanc…

Anthropic与SpaceX宣布含太空开发内容的算力合作协议——太空AI基础设施叙事正式商业化验证

Anthropic, SpaceX announce compute deal that includes space development

对冲基金创始人回击Mamdani"令人毛骨悚然"的财富税视频

Hedge fund founder hits back at Mamdani's 'creepy' wealth tax video

Ken Griffin said Mamdani's video, filmed outside his apartment, raised safety concerns.

纽约联储研究显示：天然气价格飙升正对低收入家庭造成更严重冲击

Surging gas prices are hitting lower income households harder, New York Fed study shows

Lower-income consumers are compensating for higher gas prices by buying less.

美政府数据显示：伊朗战争爆发后首月美国航空公司航油支出激增56.4%

Airlines spent 56.4% more on jet fuel in month after Iran war started, U.S. government says

U.S. airlines spent 56.4% more on jet fuel in March than they did in February, U.S. government data released Wednesday s…

即使伊朗协议平息能源市场，壳牌仍具相对优势——综合油企的纵向整合提供了天然对冲

Even if an Iran deal calms energy markets, one oil stock can still stand out

Shell plc (SHEL), along with other large integrated oil companies, have benefited from higher oil prices and should warr…