About: josephine
Recent Posts by josephine
美元在7月美联储会议纪要发布前走软,瑞郎走强,美元/瑞郎测试0.8100支撑位

美元走软+避险情绪推升瑞郎,美元/瑞郎逼近0.8100,关键看0.8040支撑。焦点转向7月FOMC纪要,波动或放大;可用跨式、铁鹰及短期美元看涨期权对冲。
Written on August 19, 2026 at 11:19 am
Categories: Live Updates
南非7月CPI报4.3%,提振降息押注、提升债券吸引力并影响兰特对冲策略

南非7月CPI仅升4.3%低预期,通胀降温点燃降息想象!SARB 9月或偏鸽;FRA/互换收固定、国债期货受益。警惕ZAR走弱,用USD/ZAR短期看涨对冲;股市利率敏感板块与Top40期权迎机。
Written on August 19, 2026 at 10:21 am
Categories: Live Updates
欧元/美元逼近1.1600,欧元收益率在FOMC会议纪要与HICP终值确认公布前保持坚挺

欧元兑美元冲上1.1600看似强势,其实过度延伸:欧债高位但美债趋稳,FOMC纪要或偏鹰压欧元。策略:短天期看跌期权,目标回落1.1300。
Written on August 19, 2026 at 10:20 am
Categories: Live Updates
半导体股面临日益加大的压力

半导体板块回调再起,SMH报569.77成风向标;市场重估AI估值与盈利可兑现性,关键观察565支撑、590阻力,突破与否将定调后市风险偏好。
Written on August 19, 2026 at 8:25 am
Categories: Today's Analysis
标普500指数承压,科技股与债券收益率拖累市场

科技股、半导体与AI估值重估叠加美债收益率及油价上行,标普500震荡承压守7,691支撑;能否收复7,700—7,706阻力,聚焦联储纪要与风险偏好。
Written on August 19, 2026 at 8:22 am
Categories: Today's Analysis
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