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Marvell将从亚马逊-Anthropic强化合作中获益：AI芯片与光学供应链深度解读

Marvell stands to gain from boosted Amazon-Anthropic partnership

Anthropic deal will benefit Amazon's chip and optical partners

白宫正与阿联酋讨论美元互换额度：地缘金融流动性布局与市场影响研判

White House discussing currency swap line with United Arab Emirates

Such a move would provide liquidity in dollars to the oil-rich UAE, but could be politically tenuous for the administrat…

Jefferies推荐"收入宠儿"股票以稳定投资组合——防御性高股息策略的时机与逻辑审视

Buy these ‘income darlings’ to boost your portfolio, says Jefferies

Stocks such as Target and CVS Health could help steady portfolios in the current period of geopolitical volatility, Jeff…

Kevin Warsh美联储确认听证会：独立性与制度变革宣言的交易含义

From Epstein to sock puppets: Key takeaways from Kevin Warsh's Fed confirmation hearing

Kevin Warsh denied making a deal with Donald Trump on interest rates and said he wanted regime change at the central ban…

Amazon推出GLP-1减肥项目：处方药零售渠道扁平化搅局

Amazon launches GLP-1 weight loss program, promising 'fast, convenient' access

Through Amazon Pharmacy, patients will be able to access medications including Novo Nordisk's Wegovy as well as newer or…

受制裁船只穿越美国封锁线：霍尔木兹海峡地缘风险溢价的交易机会

Tracking and satellite imagery shows sanctioned vessels crossed US blockade

By Shruti Menon, Alex Murray and Barbara Metzler BBC Verify has identified a tanker laden with cargo, which appears to h…

美伊互信已近乎荡然无存

What little trust there was between the US and Iran has further evaporated

Frank GardnerSecurity correspondent Even if US and Iranian negotiators do eventually sit down in Islamabad, what little…

微软Xbox新掌门降价Game Pass但不承诺全首发——订阅经济护城河存疑，短期不构成可交易宏观事件

Microsoft cuts Game Pass subscription prices after new Xbox CEO promises to 'recommit' to gamers

Microsoft's new gaming leader, Asha Sharma, is making the Xbox flagship subscription more affordable. But it won't have…

Tim Cook将苹果从3500亿美元市值打造为4万亿美元巨擘的十五年任期回顾

Tim Cook turned Apple into a $4 trillion juggernaut by not trying to be Steve Jobs

Tim Cook's 15-year tenure at the helm of Apple was highly profitable for Wall Street, as the company's market cap swelle…

软件巨头存在补涨空间——如何用期权捕捉板块轮动动能

This software giant is due for a big catch-up trade as stock market rallies. How to trade with options

Nishant Pant breaks down this bull call spread.

摩根士丹利基于关键业绩指标看多财报季个股机会

Morgan Stanley sees these stocks rewarding investors this earnings season based on at least one key indicator each

Topping expectations in at least one key performance indicator could drive up shares of Datadog, Draftkings and others,…

美国法官阻止特朗普政府阻碍风能、太阳能项目的行动

U.S. judge blocks Trump administration actions stymieing wind, solar projects

The ruling was the latest in a series of judicial rebukes ⁠to ‌the Trump administration's efforts to block federal appro…

花旗详解霍尔木兹海峡三种情景及油价走向

Citi spells out 3 scenarios for the Strait of Hormuz — and where oil prices would go in each

Citi wrote that global crude inventories are set to reach their lowest levels in eight years by the end of June, even if…

美国考虑向海湾国家提供金融援助——特朗普表态

US mulling financial help for Gulf countries, Trump says

Bernd Debusmann JrWhite House reporter US President Donald Trump has suggested that he may offer financial assistance -…

苹果CEO变更时机或暗示Q2财报表现强劲

Why the timing of Apple's CEO change could mean a good earnings report is around the corner

Analysts like that announcement comes prior to second-quarter earnings

JPMorgan基于Mythos模型上调标普500目标价——AI板块已完成地缘风险折价的风险溢价重估，但追涨赔率已不足

JPMorgan raises S&P 500 target as Mythos model bolsters AI trade

AI-linked stocks struggled during the sell-off sparked by the U.S.-Iran war. But they're doing well now.

Trump says he'll 'remember' companies that don't seek tariff refund

Trump 在伊朗冲突期间对股市反弹感到意外，认为道指本应下跌 20%

Trump surprised by stock market comeback amid Iran conflict, thought Dow would be down 20%

Warsh美联储主席确认听证会：参议院银行委员会质询实时报道

Warsh fed hearing live updates: Kevin Warsh to face Senate Banking Committee at 10 a.m.

Fedchair nominee Kevin Warsh's confirmation hearing before the Senate Banking Committee will bring questions about inter…

财报强劲与美伊停火协议到期叠加：纳斯达克13连胜终结后的地缘风险对冲分析

Stock futures climb on strong earnings, end of U.S.-Iran ceasefire looms: Live updates

The Nasdaq Composite snapped a 13-day win streak on Monday, its longest positive run since 1992.

英国大学员工因生活费补贴问题发起罢工

Uni staff strike for cost of living 'weighting'

Library, museum, finance and IT staff are among members of Unite taking action over pay.