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About: josephine

Recent Posts by josephine

风险偏好回升；美国与伊朗达成协议希望打压油价、提振全球股市并令加密货币承压

Neon-lit glass cube displaying a blue and pink candlestick stock chart against a dark background.

贝森特暗示美伊协议近了？风险偏好飙升：油价回落、标普500站上7600创新高，美元偏软日元脆弱；黄金白银走强，加密落后横盘，关注纽失业率与周五美非农。

Written on August 5, 2026 at 7:28 am
Categories: Live Updates

印度卢比涨幅收窄，因印度央行维持利率不变、油价下跌，美元兑印度卢比自月度低点反弹

Neon-glow outline of a dollar bill on a dark surface, with reflection.

RBI维持利率5.25%与中性立场，卢比涨幅收窄。油价因霍尔木兹协议憧憬走软，USD/INR逼近94.80后反弹。技术偏空，关注ADP与原油冲击风险。

Written on August 5, 2026 at 7:27 am
Categories: Live Updates

央行正在买入黄金，投资者却在抛售——谁对谁错？

Banner for a finance show: large LEARN text with a bank building and gold bar on a tech circuit background, featuring host Justin Khoo, Senior Market Analyst.

黄金多空信号撕裂：央行一季度净买入244吨、强化储备配置；北美黄金ETF 6月净流出55亿美元。高实际利率与美元走强压制短期，官方需求托底长期。

Written on August 5, 2026 at 6:57 am
Categories: Featured, Learn

AMD股价在财报公布后下跌，因市场对AI业绩预期升温

AMD Q2营收创115.4亿美元新高、数据中心67亿美元，财报后股价盘后跌近9%。市场聚焦AI增速能否匹配高预期，且英伟达生态壁垒加压估值重定价。

Written on August 5, 2026 at 6:54 am
Categories: Today's Analysis

SpaceX股价波动：强劲盈利与人工智能支出担忧相互交织

Neon-lit SpaceX rocket standing upright on a reflective surface in a dark studio, pink and blue glow surrounding it.

SpaceX上市首份财报引爆波动：二季营收78亿美元、调整后EBITDA35亿美元超预期，股价冲高回落。市场聚焦AI基建资本开支回报、英伟达合作与解禁供给风险。

Written on August 5, 2026 at 6:51 am
Categories: Today's Analysis

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