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特朗普盟友谈判伊朗：地缘降级预期与制裁收紧并行的混乱信号如何重塑跨资产定价逻辑

Who are Jared Kushner and Steve Witkoff, the two Trump allies negotiating with Iran?

A couple of hours ago we heard from the White House that US special envoys Steve Witkoff and Jared Kushner will be headi…

美国敏感研究领域科学家死亡失踪事件引发阴谋论传播

Relatives of 10 scientists who died or vanished grapple with impact of wild speculation

Conspiracies are running rampant online after the deaths or disappearances of at least 10 people tied to sensitive US re…

伊朗"正在提出提议，我们将拭目以待"——美伊谈判信号的市场解读

Iran 'making and offer and we'll have to see' - Trump

We can bring you more now from US President Donald Trump's comments to Reuters news agency. He said during the phone cal…

Amazon与Meta芯片交易提振AWS在AI领域竞争力，助亚马逊股价创新高

Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI

Amazon hits a record high after its new Meta deal highlights how AWS is gaining traction in AI through both cloud capaci…

医疗保健板块"更多痛苦"图表信号——Carter Worth预警解读

The charts are showing there's more pain ahead for healthcare stocks, says Carter Worth

There is every indication there is more downside ahead, according to Carter Worth.

伊朗国家媒体：外交部长伊斯兰堡行程中无美伊谈判议程

Iranian state media says no negotiations with US on agenda for Islamabad trip

Iran's semi-official Tasnim news agency says that there are currently no negotiations with the US on the agenda for the…

德黑兰航班恢复：中东地缘风险缓和的首个可量化信号与跨资产交易机会

Some international flights to resume from Tehran - ISNA

Muscat is reportedly one of the destinations for resumed flights from Tehran The Iranian Students' News Agency (ISNA) re…

美伊谈判进展与中东地缘风险溢价的宏观交易框架

What we know so far today

Here's a round-up of the latest developments today in the conflict in the Middle East.

分析：美联储独立性面临的威胁并未结束

Analysis: The threat to the Fed's independence isn't over

President Donald Trump has waged a long campaign to rein in the Fed. Prosecutors' decision to drop an investigation into…

美伊谈判进展重塑地缘风险溢价——可执行策略与尾部预警

US has made progress with Iran in recent days, Leavitt says

Karoline Leavitt says the US has "certainly seen progress" from the "Iranian side" in the last coupl…

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…

黎巴嫩总统称该国稳定"对该地区不可或缺"，脆弱停火下地缘风险溢价重估

Lebanese president says country's stability 'integral to the region' amid uneasy ceasefire

Lebanon's President Joseph Aoun has stressed that Lebanon's stabilty has wider repercussions as he spoke at a summit att…

摩根大通分析师：简单数学"支撑油价进一步上行】

‘Simple math’: JPMorgan analyst makes the case for why oil prices should push even higher

Oil inventories and demand destruction have not balanced the supply disruption from the Iran war, JPMorgan said. Prices…

盘中异动个股的跨资产联动分析：机遇与陷阱并存，短期信号不足支撑趋势性押注，需等待宏观催化剂确认方向

Stocks making the biggest moves midday: Intel, AMD, Charter, Hims & Hers, Eli Lilly and more

These are the stocks posting the largest moves in midday trading.

美伊霍尔木兹海峡对峙升级——市场定价缺陷与错位机会

US committed 'flagrant breach of international law' by stopping cargo ship, Iran says

The Touska was seized by the US on 19 April as part of its naval blockade on Iranian ports Iran's Mission to the UN has…

AMD因竞品Intel财报超预期而单日飙升12%：半导体板块风险溢价重定价下的趋势交易机会

AMD shares soar 12% on no company news. Here's what has investors so excited

Intel's strong quarter is driving sharp gains in another chipmaker.

DOJ撤销对美联储主席鲍威尔的刑事调查

DOJ drops criminal probe of Fed Chair Powell

Musk v. Altman诉讼案：下周开庭，高调对决下的交易困境

Musk v. Altman heads to court next week. Here's what's at stake

The high-profile trial between Elon Musk and Sam Altman is scheduled to begin Monday with jury selection.

FDA加速审批迷幻药研究的政策转向：宏观对冲视角下的交易情报解读

FDA fast-tracks psychedelic drug research following Trump executive order

It's a big shift toward supporting psychedelic-based medicines for treatment-resistant depression, PTSD and substance us…

伊朗大使称美国在后续谈判中需采取现实态度

Iranian ambassador says US needs to be realistic in further negotiations

Ali Bahreini, the Iranian ambassador to the UN in Geneva, says the US must ends its blockade on Iranian ports if negotia…