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About: jessica

Recent Posts by jessica

令美联储保持谨慎的通胀指标

警惕“住房滞后”扭曲通胀：CPI住房权重最高却落后市场租金6-12个月。若新签租金持续降温，住房通胀或自然回落，降息预期升温，利多美债、承压美元。

Written on September 10, 2026 at 7:40 am
Categories: Opinion

第一个小时属于期货市场

非农等宏观数据8:30公布，现货未开盘，股指期货先行定价但易反转。旧“弱就业利多”失效，需联看美债收益率与股指期货组合辨政策与增长叙事。

Written on September 4, 2026 at 12:57 pm
Categories: Featured, Opinion

黄金为何不再像黄金那样交易

地缘冲突升级未推升金价，黄金自高位回撤约9%。市场聚焦非农或触发9月加息预期重定价；美债收益率、美元偏强及油价推升通胀预期持续压制黄金。

Written on September 3, 2026 at 12:56 pm
Categories: Opinion

50%关税为何几乎未撼动加元走势

美加关税摩擦升级：美对加约276亿美元商品最高加征50%，加9月8日对等反制并推75亿加元纾困。市场仍淡定，加元仅小幅走弱，核心看利率预期与汽车钢铁后续。

Written on August 31, 2026 at 4:55 am
Categories: Featured, Opinion

Claudeforce：Salesforce在软件未来中的新角色

Salesforce推出Claudeforce深化与Anthropic合作，将数据、工作流与治理嵌入Claude，盘后飙升14%；战略转向“他人入口+可信基础设施”，AI变现与定价权成关键变量。

Written on August 28, 2026 at 9:01 am
Categories: Opinion

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