XLK

特朗普延长对伊停火协议，因评估伊朗政府"严重分裂"——宏观情报解读

Trump extends ceasefire in Iran, citing 'seriously fractured' Iranian government

Warsh在艰难听证会后保住美联储"政权更迭"计划

Analysis: Warsh emerges from a difficult hearing with his Fed 'regime-change' plan intact

The Fed chair faced many questions about his finances, but few about his plan to overhaul the central bank.

ChatGPT涉案引发刑事调查：AI平台责任边界的监管风暴

OpenAI faces criminal probe over role of ChatGPT in shooting

The firm, co-founded by Sam Altman, said it is "not responsible" for the attack at Florida State University

美股回吐涨幅——以及我们正在关注的财报季早期趋势

Stocks give up their gains — plus, an early trend we're watching this earnings season

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hou…

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

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…

华盛顿对万斯伊斯兰堡之行的混乱表态——美伊谈判进程的不确定性定价

Confusion in Washington about Vance's trip to Islamabad

Bernd Debusmann JrWhite House reporter It's been another confusing day in Washington, where it remains unclear when - an…

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…

纽约州起诉Coinbase和Gemini：预测市场被定性为非法赌博

New York sues Coinbase, Gemini Titan; calls their prediction markets illegal gambling

New York's attorney general sued Coinbase Financial Markets and Gemini Titan, claiming their prediction markets violate…

盘中个股异动监控框架（信息受限版本）

Stocks making the biggest moves midday: UnitedHealth, Pitney Bowes, Apple, Amazon & more

These are the stocks posting the largest moves midday.

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…

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…

Stormont增收计划：北爱尔兰地方财政整固能否重塑英欧风险图谱？

Water charges and rates increase could help Stormont 'raise £3bn a year'

Stormont would have £3bn a year extra if they cut jobs, increased rates and introduced water charges.

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.

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,…

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

英国能源定价改革瞄准电费账单：地缘冲击下的脆弱性暴露与政策博弈

Electricity bills targeted in planned shakeup to energy pricing

The war in the Middle East has brought renewed attention to Britain's vulnerability to energy price shocks.