UUP

Anthropic 估值超越 OpenAI，逼近万亿美元——AI 独角兽融资潮对美股跨资产定价的深度传导分析

Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round

Anthropic is now the most valuable AI company in Silicon Valley after a new $65 billion funding round.

最富有的投资者正在"去美元化"交易中撤出美国资金

The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade

Fears of an AI bubble, tariffs, a falling dollar, volatile economic policies and rising debt have caused many family off…

交易员对美国-伊朗核协议的期望正在消退，尽管停火协议报告已出

Traders' hopes fade for U.S.-Iran nuclear deal this year despite report on potential ceasefire agreement

Chances of a nuclear deal between the U.S. and Iran this year haven't moved much on prediction markets after Axios repor…

特朗普肖像印製250美元面额钞票：货币主权的政治博弈与市场定价

US government prepares to print $250 note featuring Trump's face

Federal law bars printing images of living people on US currency, but Trump allies in Congress are moving to make an exc…

真人秀明星异军突起成为民主党洛杉矶市长选举意外考验

Reality star's long shot L.A. mayoral candidacy becomes surprise test for Democrats

Spencer Pratt is polling around 22%, just behind Democratic Mayor Karen Bass, in the Los Angeles mayoral primary, raisin…

加沙城医院遭袭事件：地缘冲击下的宏观对冲交易框架

Gaza City hospitals say several killed in strike, as Israel targets Hamas leaders

At least five children were reportedly killed in the strike, which appears to have targeted a Hamas commander.

AI概念股Nebius因神秘对冲基金披露持仓而大涨——AI采用受益概念的交易机会分析

AI play Nebius is surging after mysterious new hedge fund manager reveals stake. Here are his other holdings

The fund invests in publicly traded companies expected to benefit from AI adoption — including semiconductor, infrastruc…

Costco财报前瞻：溢价估值下的容错空间与交易抉择

The key metric investors are most focused on when Costco reports earnings

The retail stock's run this year and premium valuation leave little wiggle room for error.

庇护城市国际航班处理威胁：航空与酒店板块的系统性风险警示

Airlines, hotels warn against Trump admin threat to international flights to 'sanctuary cities'

Homeland Security Secretary Markwayne Mullin said the Trump administration is considering pulling international flight p…

美国制裁伊朗霍尔木兹管理局并谴责向科威特发射弹道导弹——地缘风险溢价的重新定价窗口

U.S. sanctions Iran's Hormuz Strait authority, condemns ballistic missile launch at Kuwait

The latest military and economic actions come as President Trump insists he feels no pressure to make a deal with Iran b…

Snowflake因AI狂热暴涨35%创历史最佳单日表现，软件板块集体起舞

Snowflake surges 35% toward best day ever on AI frenzy, fueling software rally

The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.

年轻人求职困境如何重塑宏观交易格局

'I've applied for more than 400 roles' - how young people are facing the job shortage

The BBC has been hearing from young people who are struggling to find work about how they are tackling the challenge.

纽约通过临时住所税：谁支付及支付多少

New York passes Mamdani's pied-a-terre tax. Here's who pays and how much

Citadel CEO Ken Griffin became the face of the tax after New York City Mayor Zohran Mamdani posted a video in front of G…

以色列对黎巴嫩首都实施"针对性打击"——贝鲁特安全神话破灭背后的停火危机

Israel hits Lebanese capital in 'targeted strike'

Beirut had until now largely been spared even as both Israel and Hezbollah accused each other of breaking last month's c…

美司法部对特朗普指控者E·Jean Carroll启动刑事调查

US justice department launches criminal investigation into Trump accuser E Jean Carroll

The case centres on whether the former columnist lied about the funding she received for her civil lawsuit against the U…

4月PCE通胀年率3.3%符合预期——美联储首选通胀指标暂无方向性惊喜，政策真空期延续

Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows

The PCE price index for April was expected to show an annual inflation rate of 3.8% for all items and 3.3% for core.

Kohl's股价因"四年来最佳同店增长"上涨，但促销驱动型改善的可持续性存疑，单一个股信号尚不足以构成宏观趋势交易机会

Kohl's stock jumps as slumping retailer says sales trends are improving

Kohl's reported its best comparable sales growth in four years on Thursday even as it saw revenue decline.

欧盟对Temu处以2亿欧元罚款事件分析：跨境电商监管风险溢价重定价

EU fines Temu €200m for allowing sale of illegal products

The European Commission says the Chinese-owned online retailer failed to take account of risks from baby toys and faulty…

盘前涨幅个股快讯——缺乏驱动逻辑的新闻无法支撑交易决策

Stocks making the biggest moves premarket: Snowflake, Best Buy, Kohl's, Dollar Tree & more

These are the stocks posting the largest moves premarket.

特朗普账户应用上线——儿童投资试点计划启动指南

Trump Accounts app launches — here's how to get started

Families can now download a Trump Accounts app to track the new investment accounts, which offer a $1,000 pilot program…

Best Buy beats on top and bottom lines as retailer aims to reinvigorate sales

Best Buy reported better-than-expected earnings on Thursday as the company works toward turning around its sales slump.