XLU

委内瑞拉与美国能源巨头签署电网重建协议

Venezuela signs deal with US energy giant to rebuild power grid

The deal with General Electric is the latest sign of co-operation between US firms and Venezuela's interim government.

泽连斯基押注特朗普将很快将伊朗抛诸脑后并转向乌克兰

Zelensky hopes Trump will soon put Iran in the rear-view and focus on Ukraine

Paul AdamsDiplomatic correspondent With an agreement signed between the US and Iran, Ukraine's Volodymyr Zelensky sensed…

沃顿新预测：社安金信托基金耗尽时点晚于官方预期

New Wharton forecast puts Social Security trust fund depletion later than official projections

Social Security's retirement trust fund may dry up in February 2033, according to a new report from the Penn Wharton Bud…

AI算力商品化：如何将AI算力转化为可交易商品

The new oil? Inside the effort to turn AI computing power into a tradeable commodity

AI compute futures could eventually rival some of the world's largest commodity markets, Silicon Data's Carmen Li believ…

特朗普暗示向国会提交伊朗协议细节，和平协议遭遇冷淡反应

Trump signals he could send details of Iran deal to Congress

The peace deal announced Sunday is meeting lukewarm reactions from Congress, including some allies of President Donald T…

富国银行预判：今夏将是"全面反弹"行情

This will be the summer of the 'everything rally', says Wells Fargo

It won't just be tech and artificial intelligence stocks driving gains over the next several months, according to Wells…

一只具有光明长期前景的科技股获机构第三次加仓

We're buying more of a tech stock with a bright long-term future

This is our third purchase of the stock since adding it to our portfolio June 3.

匈牙利议会投票阻止欧尔班重返总理职位，将其执政期限限制在八年

Hungary's MPs block return of Orbán, limiting rule of PM to eight years

The vote fulfils a promise by new PM Péter Magyar to stop his predecessor from becoming prime minister again.

Robinhood裁员10%以扁平化管理层级

Trading platform Robinhood cuts 10% of workforce to flatten management layers

Robinhood said on Tuesday it would cut 10% ⁠of its full-time workforce, or about 290 roles, as the trading platform seek…

美伊协议框架下的黎巴嫩执行不确定性——宏观对冲情报摘要

Implications for Lebanon remain unclear

The US and Iran have agreed a deal to end their conflict, but the implications for Lebanon remain unclear. Pakistan's Pr…

泰晤士水务为何深陷困境？——英国公用事业信用危机的宏观交易启示

Why is Thames Water in so much trouble?

Thames Water's lenders have submitted a new rescue plan to save the firm, but how did it end up in this state?

特朗普否认美国将向伊朗投入"任何资金"，在G7峰会期间会见盟友

Trump denies U.S. will put 'any money' into Iran, as he meets allies at G7 summit

Washington and Tehran announced a Memorandum of Understanding had been reached over the weekend.

高通CEO称AI智能体将取代应用程序——芯片巨头布局40款AI驱动设备

Qualcomm CEO says AI agents will replace apps — as chip giant works on 40 new AI-powered devices

Qualcomm CEO Cristiano Amon said he is bullish on smart glasses which could eventually become as big as the smartphone.

SpaceX IPO 实际募资规模较预期高出 100 亿美元

SpaceX IPO raised $10bn more than thought

The company's listing raised $87.5bn, compared with the $75bn it was initially thought.

Anthropic因AI工具暂停事件与白宫紧急会面

Anthropic to meet White House over AI tool suspension

The sudden meeting was called after Anthropic had to block users from just-released AI models.

美伊框架协议细节稀缺，主要疑问悬而未决

Scarce details around US-Iran deal means major questions remain unanswered

Daniel BushWashington correspondent Hours after the US and Iran signed a memorandum of understanding to reopen the Strai…

Evercore ISI：里程碑式 SpaceX IPO 或重燃牛市并将标普 500 推至 9000 点

Evercore ISI says landmark SpaceX IPO could reignite bull market, send S&P 500 to 9,000

Strategist Julian Emanuel likened the early enthusiasm around SpaceX to the Netscape IPO of 1995 that ushered in a perio…

Trump给予Warsh重塑美联储的空间

Trump is giving Warsh room to reshape the Fed

The new Fed chair is on a political honeymoon with a U.S. president who has been the Fed's biggest opponent.

牛市轮动进行时：乔什·布朗称交通股将受益

The bull market is rotating. Josh Brown says these transport names on his Best Stocks list will benefit

The bull market is rotating, and transports are showing up on Josh Brown's list of the Best Stocks in the Market.

万斯称美国预期霍尔木兹海峡长期保持"免通行费"开放状态

VP Vance says U.S. expects Strait of Hormuz to be open 'toll free' long term

巴西蹦极事故：教练未系绳索致女性死亡三人被捕

Woman who died after rope-jumping instructors failed to attach cord buried in Brazil

Three men have been arrested after instructors failed to attach a rope to her before helping her jump from a bridge.