Monthly Archives: June 2026
英国4月消费者贷款增幅低于预期，强化降息押注并施压英镑
Written on June 2, 2026 at 10:57 am, by davin
英国4月个人净贷款仅增62亿镑，不及预期71亿：家庭借贷转谨慎？BoE加息空间收窄，英镑偏弱、FTSE250承压，警惕消费与地产链回落。
英国抵押贷款批准量超预期，支撑市场对英伦银行利率“更高更久”的预期
Written on June 2, 2026 at 10:28 am, by davin
英国4月抵押贷款批准量65.94K爆冷超预期，房市韧性削弱今夏降息押注。利率或更久维持高位，利好英镑、金融与房屋建筑商，关注GBP/EUR与FTSE250。
英国M4货币供应量不及预期，推升市场押注英伦银行降息并加剧英镑压力
Written on June 2, 2026 at 10:27 am, by davin
英国4月M4仅增0.2%逊预期，信贷降温快。英央行或更早降息、鸽派转向；英镑承压看1.2200；关注SONIA、利率掉期收固，FTSE100跨式捕捉波动。
美元稳守99点上方，中东紧张局势推高油价与金价；焦点转向欧元区HICP
Written on June 2, 2026 at 9:58 am, by davin
中东局势升温掀避险潮：美元指数守99、WTI跳涨近5%、金价重返4500。市场盯欧元区HICP与美JOLTS；策略押油价上行、做多美元与黄金、买欧元看跌。
澳洲经常账户赤字创十年新高，出口下滑与中国需求走弱拖累
Written on June 2, 2026 at 9:29 am, by davin
澳洲出口转弱、铁矿石纠纷致出货大跌，经常账户赤字创十年高，占GDP 3.7%。中国需求疲软拖累大宗商品，AUD/USD料续跌，可留意看跌期权或做空期货。
欧元/日元攀升至186附近，市场加码押注鹰派欧洲央行，日元逼近干预区间
Written on June 2, 2026 at 9:28 am, by davin
EUR/JPY 回升至186上方，市场押注ECB更鹰派、欧元区HICP或推高利率预期；日元续弱逼近160引发干预阴影。策略偏多，期权与止损控风险。
德国商业银行：欧元区5月通胀几乎未影响欧元/美元，霍尔木兹风险主导市场走势
Written on June 2, 2026 at 8:58 am, by davin
欧元区5月通胀初值仅小幅低于预期，难撼EUR/USD；期权隐波降至两年低位。真正“黑天鹅”在霍尔木兹海峡，油价与地缘风险成主线。
瑞士4月进口下滑，强化市场对瑞士央行鸽派预期，瑞郎及股市承压
Written on June 2, 2026 at 8:57 am, by davin
瑞士4月进口骤降2,094m，需求降温成经济急刹车信号；通胀仅1.2%推高SNB转鸽与降息预期。策略：做多EUR/CHF看涨、买SMI看跌对冲。
未来一周：OpenAI与IPO竞逐
Written on June 2, 2026 at 8:34 am, by davin
OpenAI传拟IPO，成AI主题投资关键公投：若上市强势，纳指、半导体、云与数据中心续受追捧；但烧钱、估值、利率与融资收紧恐泼冷水。
Dividend Adjustment Notice – Jun 02 ,2026
Written on June 2, 2026 at 8:31 am, by anakin
Dear Client, Please note that the dividends of the following products will be adjusted accordingly. Index dividends will be executed separately through a balance statement directly to your trading account, and the comment will be in the following format “Div & Product Name & Net Volume”. Please refer to the table below for more details: Continue Reading
