XLU

全球最大避孕套制造商因伊朗战争计划涨价

World's biggest condom maker set to raise prices due to Iran war

Malaysia-based Karex produces more than five billion condoms a year and supplies global brands like Durex and Trojan.

联合国秘书长欢迎停火协议延长——宏观情报分析

UN Secretary General commends ceasefire extension

United Nations Secretary General António Guterres welcomes President Trump's announcement to extend the ceasefire, a spo…

财政部长披露封锁细节并重申制裁威胁——美伊政策信号矛盾下的能源市场风险溢价重估

Treasury Secretary gives new details on blockade and renews threat of sanctions

US Treasury Secretary Scott Bessent is giving some more detail on the US's continued naval blockade of Iranian ports. He…

火锅、奶茶和运动服饰：中国新出口品牌席卷全球

Hotpot, bubble tea and sportswear: China's new exports take on the world

Made in China used to mean cheap, mass-produced goods but a new wave of Chinese brands is emerging.

特朗普"无限期"延长伊朗停火：市场定价逻辑与跨资产交易机会

Trump is speaking at the White House

President Trump is speaking at a White House event honouring NCAA Collegiate National Champions Day. We're monitoring fo…

沃什如何给予特朗普降息、保持美联储独立性、同时让市场满意

How Warsh can give Trump rate cuts, keep Fed independent, and make the market happy

The confirmation hearing for President Trump's nominee to be the next Fed chairman once again sparked heated debate.

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…

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…

特朗普-伊朗谈判破裂：中东地缘风险溢价的跨资产定价重估

What has Trump said about the Iran deal?

Carrie DaviesReporting from Islamabad Social media has played a major role for both sides during this conflict. First, l…

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.

BBC实地报道黎巴嫩南部冲突：停火下的毁灭与流离失所

'For a lot of people... there's nothing to go back to': BBC reports from southern Lebanon

Hugo BachegaMiddle East correspondent in Lebanon To play this video you need to enable JavaScript in your browser.This v…

伊朗尚未确认是否参加和平谈判，巴基斯坦称决定"至关重要"

Iran yet to confirm if it will attend peace talks, says Pakistani ministerreaking

Pakistan is yet to receive a formal response to confirm whether Iran will attend peace talks in Islamabad, according to…

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…

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…

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 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%

伊朗指控美国违反停火协议：美伊脆弱停火框架面临实质性崩溃风险，能源/国防/黄金板块波动率交易窗口开启

Iran also accused Washington of breaching truce

Trump is not the first to make the accusation of a ceasefire breach during this two-week period. On Sunday, Iran's milit…

欧盟法院裁定匈牙利反LGBTQ法律违反欧盟价值观

Unprecedented ruling finds Hungary's anti-LGBTQ laws in breach of EU values

The EU's top court finds that the reforms breached EU values on a number of levels and broke the founding values of the…

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.

英国大学员工因生活费补贴问题发起罢工

Uni staff strike for cost of living 'weighting'

Library, museum, finance and IT staff are among members of Unite taking action over pay.