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About: josephine

Recent Posts by josephine

欧元/美元反弹乏力，干预传闻降温，焦点转向美联储及美国数据

Stack of bills illuminated by pink and blue neon on a dark surface, with Benjamin Franklin’s portrait visible on the front side of the banknotes.

欧元利多难续，传美方卖EUR/JPY致短期拖累。ESF欧元仓位仅130亿美元影响有限。焦点转向本周美数据与9月美联储，期权宽跨布局突破：上看1.1615/20，弱则跌破1.15。

Written on August 3, 2026 at 10:58 am
Categories: Live Updates

英国工厂增长持续，7月制造业PMI不及预期，英镑走软且利率前景降温

Glowing purple neon pound sterling symbol (£) on a dark glossy backdrop, reflecting on the floor.”,

英国7月S&P Global制造业PMI仅51.9，低于预期52.8但仍扩张。英镑短线承压，建议买GBP/USD看跌；押BoE降息做多2年Gilt；多FTSE100、空FTSE250套利。

Written on August 3, 2026 at 10:57 am
Categories: Live Updates

中国的AI存储雄心：全球“Co-NAND-DRAM”趋势

Split brain illustration: left white, realistic brain transitioning to a pink/purple digital network on the right, symbolizing AI integration.

CXMT上市估值飙升至86亿美元，押注中国AI内存底座崛起：DRAM与YMTC NAND共振受政策与资本加持，但仍受制设备出口与存储周期波动考验。

Written on August 3, 2026 at 10:54 am
Categories: Opinion

美联储维持利率不变：市场后市将如何演绎？

Promotional banner: “LEARN with Mahmud Mashal, VT Markets Analyst” with a circular portrait on the left and a gold bar glowing on a trading-themed background.

重磅信号：美联储7月按兵不动却显著偏鹰，三票主张加息、取消前瞻指引并强化数据依赖；美债长端收益率飙升，市场重估“更久限制性”利率路径。

Written on August 3, 2026 at 10:51 am
Categories: Learn

ZeroStack 警示持续经营疑虑，0G 代币亏损加剧且现金状况趋紧

Multiple neon-lit trading screens display candlestick charts and volume graphs in a dark room, illustrating financial data visually.

ZeroStack突警示“持续经营”存疑：现金仅260万美元、营运资金转负，0G持仓公允价值较成本暴跌91%。流动性挤压在即？衍生品可布局虚值看跌与熊市价差。

Written on August 3, 2026 at 10:28 am
Categories: Live Updates

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