About: josephine
Recent Posts by josephine
美元在中东空袭下仍走软,交易员聚焦美联储偏鹰转向与波动率对冲策略

中东冲突升级却美元走弱,市场或低估风险;Fed纪要偏鹰暗示再加息。策略:买VIX看涨对冲,押欧镑续升、黄金反弹,原油看跌,USD/JPY或短线急反弹。
Written on July 9, 2026 at 11:27 am
Categories: Live Updates
纽元/美元升破0.57,纽储行一致加息25个基点,并释放进一步收紧信号

RBNZ 一致加息25基点带动纽美破0.57,释放更偏鹰信号。通胀料回归目标前仍有加息空间。把握政策分化,布局0.58附近看涨期权,同时警惕风险情绪回撤。
Written on July 9, 2026 at 10:58 am
Categories: Live Updates
标普500指数第二季盈利预计增长24%,科技股领涨,大型银行步伐领先

标普500次季盈利料飙24%、收入增11%,科技贡献近半;七巨头与大行财报将定调。VIX仅14.5,期权不贵,偏多策略或迎上行惊喜。
Written on July 9, 2026 at 10:57 am
Categories: Live Updates
美元/瑞郎回落至0.8050附近,联储会议纪要未能提振美元,伊朗紧张局势升温

美元兑瑞郎跌破0.8100后走弱,逼近0.8050;纪要偏鹰仍难撑美元。关注美伊与油价变量。策略:押向0.8000看跌/价差或区间卖跨。关键0.8120反转。
Written on July 9, 2026 at 10:28 am
Categories: Live Updates
欧元/日元在德国贸易顺差推动下续涨,日本干预风险仍笼罩

EUR/JPY连涨至185.70,德国5月贸易顺差爆表推升欧元;但日方干预风险升温恐随时急跌。用看涨期权或牛市价差参与上行,多头买看跌对冲。
Written on July 9, 2026 at 10:27 am
Categories: Live Updates
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