ITA

霍尔木兹海峡航运安全确认缺失——地缘风险溢价的未定价真空

Backlog of ships in Gulf will take time to clear

The shipping industry still needs to know if it's safe for ships to pass through the Strait of Hormuz, the Secretary Gen…

霍尔木兹海峡地缘风险升级——能源运输风险溢价尚未收敛，回调即入场窗口

Maritime security firm still advising clients of ‘very high chance’ of attack for ships

Cormac McGarry, director for maritime security at the consultancy firm Control Risks, tells the BBC's 5 Live Drive that…

以色列称将继续清除黎南威胁——停火脆弱性下的跨资产定价逻辑

IDF 'will continue to remove threats in southern Lebanon'

The Israel Defence Forces says it "remains on high alert and will continue to remove threats in southern Lebanon th…

FISA第702条争议性监控项目的短期延期：国会通过但市场静默

Three things to know about FISA Section 702: Congress passes short-term extension of controversial surveillance program

The law allows the U.S. government to surveil people outside the U.S., including when they're communicating with America…

伊朗战争平民代价报道背后的能源地缘交易机会

In Iran, one street in one city symbolises the huge civilian cost of this war

Lyse DoucetChief international correspondent, in Iran "This is the help President Trump promised the people of Iran…

特朗普社交媒体实时播报伊朗霍尔木兹海峡重开及核谈判进展：宏观交易价值分析

Trump's rapid-fire updates on social media almost like a news wire with Hormuz updates

Anthony ZurcherNorth America correspondent Donald Trump’s Truth Social account has seemed almost like a news wire servic…

Anthropic首席执行官Amodei将就Mythos项目与白宫举行会谈

Anthropic's Dario Amodei to meet with White House about Mythos

霍尔木兹重新开放：地缘风险溢价收敛中的高概率均值回归交易

International Maritime Organization 'currently verifying' Iranian announcement

Jonathan JosephsBusiness reporter The head of the International Maritime Organization (IMO) is trying to understand the…

以色列停火为黎巴嫩带来喘息，但和平障碍犹存

Ceasefire with Israel brings respite to Lebanon, but obstacles to peace remain

The halt to weeks of fighting is being celebrated in Lebanon, but it will be difficult to ensure it lasts.

霍尔木兹海峡重新开放后的航运恢复正常：无快速解决方案

No quick fix for return to normal shipping in Strait of Hormuz

Jonathan JosephsBBC business reporter On the face of it, Iran’s reopening of the Strait of Hormuz is welcome news, but t…

AI攻击工具商业化引发的网络安全军备竞赛：市场影响与可执行交易策略

What is Claude Mythos and what risks does it pose?

The company's claim the AI tool can outperform humans at some hacking and cyber-security tasks has sparked fears in the…

黎以停火初步生效：基础设施修复进行中，但双方核心立场矛盾预示10天窗口期高度脆弱

Videos show traffic crossing key bridge in Lebanon

By Kumar Malhotra and Peter Mwai We’ve been checking videos showing some vehicles attempting to cross a key road bridge…

以色列国防部长称对真主党战役"仍未完成"——10天停火脆弱性与中东风险溢价持久性分析

Campaign against Hezbollah 'still not complete' - Israel defence minister

Israel has warned that thousands of displaced Lebanese civilians who are returning home could face evacuation again from…

Goldman Sachs维持"韩国股票仍被低估"评级——3月反弹后改革渐进式改善成核心定价锚

South Korean stocks remain ‘undervalued’, says Goldman after huge rebound from March losses

Goldman Sachs wrote that South Korea's reforms to corporate governance are improving "incrementally".

BBC报道：黎巴嫩南部10天停火生效，观察者实地探访

Watch: BBC reports from southern Lebanon as 10-day truce begins

The BBC's Carine Torbey has been reporting from Nabatieh in southern Lebanon, where residents who fled their homes many…

美科技公司因伊朗战争不确定性加大政府游说力度

U.S. tech companies ramp up government lobbying amid Iran war uncertainty

A White House spokesperson told CNBC the administration had been working with industry leaders to mitigate disruption br…

斯塔默承诺"尽一切努力"推动重新开放霍尔木兹海峡——地缘风险溢价的战术重估窗口

Starmer says he will do all he can to help open the Strait of Hormuz

Keir Starmer has just arrived at the Élysée Palace in Paris, and moments before meeting Emmanuel Macron, Starmer insiste…

油轮外交成为特朗普面临的新挑战：从哈瓦那到霍尔木兹的地缘政治测试

Tanker diplomacy takes center stage as Trump faces tests from Havana to Hormuz

From Cuba to the Persian Gulf, Trump is expected to face fresh challenges across a new arc of tanker diplomacy.

中东停火可持续性：利益相关方的政治约束与市场定价空白

Peace in interests of all stakeholders, Middle East expert tells BBC

Dr Lina Khatib is an associate fellow with the think tank Chatham House - with a focus on the Middle East - and she beli…

以色列央行行长寄望和平以缓解经济冲击

Israel's central bank chief pins hopes on peace as economic shock looms

Israel's central bank governor hopes a swift resolution to the wars in Lebanon and Iran can ease a growth shock.

欧洲AI芯片市场蓬勃发展，Nvidia挑战者寻求至少1亿美元融资

Nvidia rival tells CNBC it's seeking at least $100 million in funding as European AI chip market booms

Investor interest for AI chip startups is rising, but big challenges remain for the nascent sector.