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About: josephine

Recent Posts by josephine

下周前瞻：市场聚焦伊朗风险，静待美国CPI数据发布

Neon holographic CPI inflation dashboard with a rising pink line and bar chart, plus a U.S. map and data summary.

中东涉伊紧张再起推升油价成风险定价“温度计”，市场静候美国CPI/核心CPI及美联储表态校准通胀路径；黄金、美元与股指或随能源冲击触发risk-off。

Written on July 13, 2026 at 6:39 am
Categories: Opinion

加密货币的新篇章正由银行书写

Pastel toy bank building with Bitcoin coins floating around, suggesting cryptocurrency banking.

《CLARITY法案》参议院受阻，稳定币“类收益”成焦点。银行加速代币化存款网络、加密机构拥抱合规渠道；监管延宕推升资本外溢风险，博弈客户关系主导权。

Written on July 10, 2026 at 10:43 am
Categories: Featured, Opinion

铜价涨势延续，市场焦点转向美联储政策信号

Abstract spiral sculpture formed by curved red wooden slats, lit with purple/blue lighting on a dark background (vt branding bottom right).

铜价CFD逼近6.30美元，延续6月低点反弹并有望连涨两周；风险偏好回升主导，突破阻力看6.35-6.45；警惕美联储鹰派及6.24失守。

Written on July 10, 2026 at 10:39 am
Categories: Today's Analysis

百事公司股价下跌：北美需求疲软盖过营收超预期表现

百事Q2营收同比增6.4%胜预期，却因北美有机收入降0.5%、饮料销量跌4%引发抛压，PEP回落至138美元；关注138.75阻力与134.70支撑。

Written on July 10, 2026 at 6:38 am
Categories: Today's Analysis

RKLB重回现实

Pastel 3D illustration of a rocket launching around Earth with a pink ring, white clouds, and soft shapes in the background.

警惕“标题型利空”扰动：RKLB收购Iridium提振预期后，CEO家族信托按既定计划减持引发情绪性重定价；基本面未显著恶化，但高估值叠加融资与交割期拉长，波动或延续。

Written on July 9, 2026 at 6:46 pm
Categories: Opinion

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