ITA

LVMH销售不及预期，豪华品行业复苏因中东战争暂停

LVMH sales miss expectations as luxury recovery is put on pause amid Middle East war

The luxury sector had shown some signs of a long-awaited recovery after a years-long slump prompted by soft demand from…

美伊封锁落地叠加以色列-黎巴嫩冲突外溢：霍尔木兹地缘风险溢价的宏观交易框架

Strikes fired at northern Israel from Lebanon, local media report

Israel's anti-missile system intercepts a target in northern Israel on Monday Two people in the northern Israeli city of…

特朗普海军封锁伊朗：全球资产定价重构倒计时

Trump's naval blockade to begin soon

We're minutes away from President Trump's deadline for a naval blockade of Iranian ports. It's unclear exactly what migh…

周一华尔街分析师批量推荐：科技 AI 赛道获机构加码，消费与私募面临配置压力

Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, CoreWeave, Blackstone, Starbucks, Netflix & more

Here are the biggest calls on Wall Street on Monday.

农民因燃料成本向Stormont寻求财政援助

Farmers ask Stormont for financial help with fuel costs

Fuel costs have soared globally as a result of the US-Israel war with Iran.

霍尔木兹封锁威胁：亚洲能源安全冲击下的跨资产定价重估

Who is receiving crude oil passing through the Strait of Hormuz?

The Strait of Hormuz is a vital shipping route, with around 20% of the world’s oil and liquefied natural gas passing thr…

教皇称将在战争问题上"大声疾呼"——特朗普攻击事件后续分析

Pope says he will 'speak out loud' against war after Trump attack

The US president accuses Leo of being "weak on crime and terrible for foreign policy".

英国核电项目启动：宏观对冲视角下的交易价值判定

Work begins on nuclear power station that promises 8,000 jobs

Rolls-Royce has said the project will create 8,000 jobs across Britain.

从恐慌到定价：尽管油价飙升，市场是否已度过"峰值恐惧与抛售"

From panic to pricing in: Are markets past 'peak fear and sell-off' despite oil price surge?

Investors appear to have already priced in much of the geopolitical risks and are growing less reactive to headlines.

霍尔木兹海峡封锁：全球20%油气的地缘风暴与交易机遇

The Strait of Hormuz - where it is, and why it is important

The US Navy will blockade the Strait of Hormuz, Donald Trump announced earlier, after talks in Islamabad failed to produ…

特朗普因教皇利奥十四世谴责其对伊威胁，转而攻击教皇——地缘风险溢价重估中的意识形态博弈

Trump attacks Pope Leo over Iran

Donald Trump is strongly criticising Pope Leo XIV on social media after the first American leader of the Roman Catholic…

特朗普批评教皇利奥对美国外交政策的批评

Trump blasts Pope Leo for criticism of U.S. foreign policy

特朗普考虑恢复对伊朗空袭——地缘风险溢价重定价下的趋势交易机会

Trump considering resuming strikes in Iran - Wall Street Journal

Trump is reportedly considering resuming airstrikes in Iran after talks over the weekend in Pakistan failed to bring a l…

油价突破$100——美对伊港口封锁谈判破裂后地缘供给冲击

Oil jumps above $100 as US to blockade Iranian ports after peace talks fail

The failure of negotiations at the weekend has raised concerns that the global energy crisis will deepen.

北极挑战：加拿大军队应对新现实的核心情报解读

Frostbite is least of worries for Canada forces grappling with new Arctic reality

Across 5,200 km of Canada's Arctic, some 1,300 members of Canada's military spent two winter months on a mission to meet…

布达佩斯之夜：匈牙利政治变天触发欧洲地缘风险溢价重定价

The party is in full swing in Budapest now

Ranjini VaidyanathanBBC presenter, in Budapest This has turned into a party now - people are dancing in the streets as t…

油价突破100美元——美海军拦截伊朗船只引发地缘供应冲击

Oil prices surge above $100 as U.S. Navy to blockade Iran's ports after peace talks fail

President Donald Trump said he ordered the U.S. Navy to find and interdict any ship in international waters that has pai…

Orbán 体制必须从匈牙利机构中清除——Magyar（胜选演讲）|

Orban's puppets must go from Hungary's institutions, says Magyar

Zsofia PaulikovicsBBC World Service Hungarians have said "yes to Europe" with this vote, Magyar says. The new…

马扎尔胜选：匈牙利政治变天与欧洲一体化叙事重置

Orban's puppets must go from Hungary, says Magyar

Hungarians have said "yes to Europe" with this vote, Magyar says. The new government has a great task ahead, h…

民粹退潮：匈牙利16年宿醉与欧洲秩序重建

A two-thirds majority is on the cards for Magyar

Paul KirbyEurope digital editor, in Budapest Péter Magyar has completed his first task - that's winning the election. Bu…

市场韧性背后的"暗流"：地缘风险与科技板块的定价分歧

Why the stock market has stayed resilient despite the Iran war and software stock rout

In his Sunday column, Jim Cramer explored key battleground issues for the stock market such as the Iran war and software…