等待开盘 09-25 09:30:00 美东时间
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Qualcomm (QCOM) said on Wednesday that it is acquiring robotics software firm PickNik to boost its presence in physical AI and robotics. Terms of the deal were not disclosed, though it is subject to c...
09-23 19:39
Growth stocks powered a sharp Monday advance in technology benchmarks, lifting both the Nasdaq Composite (COMP:IND) and the Nasdaq-100 (NDX) toward record territory. The broader Composite rose about 2...
09-22 01:26
Bank of America Securities is warning investors that the stock market's (SPY) (DIA) (QQQ) primary drivers—positioning, profits and policy—are peaking, signaling a structural market rotation is already...
09-19 00:24
①欧元区家庭近三分之一金融资产仍以存款形式持有,约80%的家庭未持有股票、债券或投资基金; ②欧洲投资者主要通过科技股、基金、养老金及欧元债券参与美国科技巨头融资; ③欧洲央行警告,美国AI资本开支扩张还可能推高全球收益率,并增加欧洲自身融资成本。
09-16 16:46
日元快速走强可能迫使套利交易者卖出美元资产、换回日元偿债。贝森特喊“我就是庄家”,分析师解读:这不是虚张声势。高估值且头寸拥挤的AI和科技板块,可能承受更剧烈的抛售压力。
09-09 13:27
日本如今同时迎来国内债券收益率飙升、日元升值和货币政策转向。虽然资金大规模回流尚未出现,但越来越多迹象显示,日本资本流动的历史性拐点可能只差一个“火花”。
09-09 11:13
①野村证券伦敦分行高级外汇期权交易员Sagar Sambrani表示,我们看到以日元为资金来源的套利交易正在平仓,且中期内市场对持有日元而非其他G10货币表现出浓厚兴趣;②市场普遍共识似乎是,轻松的套利交易时代已经过去,从日本流向美国的跨境资金规模可能已发生实质性变化。
09-04 11:20