XLE

Dalio警告：在滞胀时代降息可能损害央行信誉

Ray Dalio says Kevin Warsh shouldn't cut interest rates in a ‘stagflation’ era

Dalio said that if Kevin Warsh were to cut rates, it would risk damaging confidence in the central bank at a critical mo…

午盘最大波动个股：Sandisk、Micron、Verizon、AMD、GE Vernova等

Stocks making the biggest moves midday: Sandisk, Micron, Verizon, AMD, GE Vernova and more

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

伊朗若美国解除封锁并结束战争将重开霍尔木兹海峡、推迟核谈判：报道

Iran would reopen Strait of Hormuz, postpone nuclear talks if U.S. lifts blockade and war ends: Reports

The Trump administration has repeatedly insisted that the central goal of the conflict is keeping Iran from ever obtaini…

南苏丹飞机坠毁15人遇难事件——交易价值极低的区域意外

Plane crash in South Sudan kills all 15 on board

The authorities are investigating but early reports suggest bad weather and poor visibility may be to blame.

盈利季报超预期初段：顺势但留有对冲的窗口期交易

The earnings season has been really, really good

About 28% of the S&P 500, or roughly 140 companies, have reported first-quarter results thus far.

IEA告诉CNBC：能源危机将提振核能——投资者如何从中获利

The energy crisis will boost nuclear power, the IEA told CNBC. Here's how investors can benefit

The nuclear power theme can be accessed in several ways: mining and refining stocks, as well as through the spot uranium…

俄战斗机确认从马里北部城市撤退——分离主义者攻击后的权力真空与市场定价

Russian fighters confirm withdrawal from northern Mali city after separatist attacks

Ethnic Tuareg fighters say they are in control of Kidal following a weekend of nationwide attacks, alongside Islamist gr…

梵蒂冈访问期间，大主教赞誉教皇的反战言论

Archbishop praises Pope's anti-war comments during Vatican visit

Dame Sarah Mullally, the first female head of the Church of England, had a private discussion with Pope Leo during the t…

MAHA怒了：其与特朗普的联盟将面临最大考验

MAHA is mad. Its alliance with Trump is about to face its biggest test

Supreme Court arguments Monday and the farm bill put MAHA squarely at odds with President Donald Trump and the majority…

联合航空CEO确认接触美国航空洽谈合并：宏观对冲视角下的交易价值判定

United Airlines CEO confirms he approached American Airlines about merger

乍得水井纠纷升级致42人死亡：宏观交易价值极低的地区性暴力事件

At least 42 killed in Chad after water well dispute escalates

The dispute was initially between two families before escalating into a cycle of reprisal attacks.

CEO焦虑背后的宏观交易新范式：地缘+AI+黏性通胀三重叠加下的风险溢价重构

We spoke to over 30 CEOs and business leaders. Here's what worries them most

Business leaders across the world are confronting a new operating reality: one where war, inflation and artificial intel…

索马里海岸船只遭劫事件频发：地缘风险溢价重燃与跨资产交易机遇

Another vessel seized off Somali coast as threat level increased

The UK's maritime monitor has reported at least four suspected piracy incidents in the past week off the coast of Somali…

美伊和平谈判陷入僵局——全球市场何去何从

U.S.-Iran peace talks stall. Here's where things stand — and what's next for global markets

U.S.-Iran peace talks stall. Here's where things stand — and what's next for markets

英媒纪录片揭示：英国家庭财务被伊朗战争冲击，"我不想让孩子看到我们有多焦虑"

'I don't want the children to see how worried we are': UK family finances hit by Iran war

British families tell BBC Panorama how the Iran war is affecting their monthly budgets.

伊朗战争油震下中国工业利润"表面繁荣"的可交易悖论

China industrial profits jump 15.8% in March despite Iran war oil disruption

Rising global oil prices have begun seeping into the domestic economy, squeezing margins for manufacturers dependent on…

亚太多空信号：投资者无视美国-伊朗谈判僵局，亚太股市料将高开

Asia-Pacific stocks poised to open higher as investors shrug off stalled U.S.-Iran negotiations

Asia-Pacific markets were set to rise Monday as investors looked past renewed diplomatic setbacks between the U.S. and I…

中国运动品牌挑战耐克和阿迪达斯

The Chinese sports brand taking on Nike and Adidas

Now one of the biggest sportswear firms, Anta's rise follows a playbook adopted by many Chinese giants.

马里国防部长遇袭身亡——萨赫勒地区安全风险溢价重估

Mali defence minister killed as country hit by wave of rebel attacks

A wave of coordinated attacks by jihadist militants and separatists has spread through the country.

伊朗外长短暂返回巴基斯坦 特朗普称双方可通过电话交谈

Iran's top diplomat briefly returns to Pakistan but Trump says the sides can talk by phone

Iran's foreign minister briefly visited Islamabad again as Pakistani leaders scrambled to reignite ceasefire negotiation…

特朗普是否从死刑中救了八名伊朗女性？

Did Trump save eight Iranian women from execution?

The US president says he saved eight Iranian women from execution, but Iran says otherwise.