About: josephine
Recent Posts by josephine
Glassnode与Coinbase指出比特币早期筑底迹象,流动性周期驱动第三季度市场走势

筑底才刚开始?Glassnode×Coinbase:BTC或处早期累积区,低点未稳;市值回落、稳定币吸金。与标普相关降至0.12、黄金升至0.57;建议轻杠杆、区间策略,防破位投降。
Written on July 25, 2026 at 3:57 am
Categories: Live Updates
华侨银行:随6月核心通胀回升持续释放鹰派基调,金管局料维持新元名义有效汇率(S$NEER)政策设定不变

MAS料周一按兵不动:6月核心通胀仅温和反弹,S$NEER设定或维持。焦点看措辞偏鹰与否。交易留意波动率回落,USD/SGD布局区间铁鹰。新元小幅偏多。
Written on July 25, 2026 at 3:28 am
Categories: Live Updates
欧元/日元区间震荡:美伊战争疑虑推高避险日元需求,市场关注日银干预风险

EUR/JPY 困在 186–187,地缘风险推高避险日元;上破 187 望冲 187.95/189,跌破 185.35 或探 185 均线。策略:牛市价差+虚值PUT+跨式。
Written on July 25, 2026 at 3:27 am
Categories: Live Updates
令吉企稳,星展上调大马增长展望:内需走强与AI出口提振

中东风险未扰马股马债:令吉仍有望领跑。1H26 GDP增5.6%,DBS上调2026预测至5.2%。策略:逢回调买令吉call、MGS卖波动、科技/AI指数call。
Written on July 25, 2026 at 2:58 am
Categories: Live Updates
韩国第二季GDP优于预期提振韩元,资金流入攀升推高押注韩国央行升息

韩国Q2 GDP爆冷超预期,AI半导体与内需撑腰,市场押注8月央行再加息、韩元续强。策略:short USD/KRW、买Put;股市用KOSPI200 Call,利率掉期做payer。
Written on July 25, 2026 at 2:57 am
Categories: Live Updates
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