SPY

衰退防御理财建议文章（原文无可交易宏观情报价值，需补充政策/数据事件才能构建交易框架）

The best tools and strategies for recession-proofing your finances

You can stop a recession but you can prepare by trimming costs and finding extra money.

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.

中东局势：巴基斯坦充当中美伊三方谈判桥梁，地缘风险溢价面临重定价

Diplomacy 'only viable means' to lasting stability in Middle East - Pakistan foreign ministry

Pakistan’s foreign ministry has posted on X sharing details of a meeting today between deputy Prime Minister Ishaq Dar a…

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…

新生平均背负4.3万美元学生贷款：消费结构与信用市场的长周期预警

Incoming college freshmen will rack up an average of $43,000 in student loans by graduation, report finds

High school graduates heading to college in the fall could rack up $43,000 in student loans on average by the time they…

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%

特朗普预期美国将与伊朗达成"伟大协议"——宏观对冲视角下的油价、地缘风险溢价与跨资产传导分析

Trump expects U.S. to make 'great deal' with Iran

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.

美乌外交裂痕：泽连斯基批评美特使访俄不访乌的地缘风险分析

Zelensky says failure of US envoys to visit Kyiv is 'disrespectful'

US envoy Steve Witkoff and Donald Trump's son-in-law Jared Kushner have travelled to Moscow several times, but never to…

产品人特纳斯将如何重塑苹果？

How will 'product guy' John Ternus evolve Apple?

As Tim Cook announces his departure from the top job at Apple, these are the key challenges for new boss John Ternus.

Royal Mail 因未达信件投递目标被迫要求兼职员工延长工时——反映英国邮政利润侵蚀困境，不构成美股可交易信号

Royal Mail to ask part-time posties to work more to meet letter targets

Royal Mail has faced a chorus of criticism for failing to meet its targets on letter delivery.

盘前涨幅最大个股：亚马逊、苹果、GE航空、联合健康等

Stocks making the biggest moves premarket: Amazon, Apple, GE Aerospace, UnitedHealth & more

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

Ofcom 就儿童性虐待材料担忧对 Telegram 展开调查

Ofcom investigating Telegram over child sexual abuse material concerns

The popular messaging service told the BBC in a statement it "categorically denies Ofcom's accusations".

Madonna悬赏寻找科切拉音乐节失踪演出服

Madonna offers reward for return of missing Coachella costume

The items, which she says are "part of my history", disappeared after her slot with Sabrina Carpenter.

联合健康超预期业绩提振板块风险偏好

UnitedHealth tops quarterly estimates, hikes profit outlook as insurer manages high medical costs

The nation's largest private insurer expects 2026 adjusted earnings of more than $18.25 per share, up from a previous ou…