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2

Oct 2026

当周末成为交易日

周末不再是市场“暂停键”：Robinhood拟推美股周末交易，Coinbase获批自建清算实现USDC 7×24结算，汇丰筹备港元稳定币RedCoin。核心变量仍在流动性与监管落地。

30

Sep 2026

Anthropic估值达2万亿美元：能否支撑“美股七巨头”级估值？

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25

Sep 2026

IBM、Swift与代币化银行存款的崛起

数字货币“轨道”争夺升温：IBM对接Swift共享账本，银行以ISO20022推进代币化存款与24/7指令处理，绕开立法抢占结算基础设施主导权，但仍受最终结算与互操作制约。

24

Sep 2026

美国柴油热潮正遭遇政治天花板

特朗普拟限柴油出口引爆政策风险：全球短缺推升美国炼油商出口利润，消息致炼油股回调、欧美柴油期货分化。关注禁令细则、琼斯法案豁免及价差信号。

17

Sep 2026

耐克退出指数及运动品牌的重新定价

耐克告别标普100引关注：运动鞋服板块在库存高企、需求转弱下遭估值重定价；关税退还推高利润属一次性，假日季定价与复苏成关键变量。

11

Sep 2026

高溢价的代价几何？UNH复苏进程面临Optum Health业务考验

联合健康2026初步修复：MCR回落、盈利指引上调支撑反弹；但Optum Health股权出售触发估值重估，市场聚焦利润率修复与增长兑现，溢价能否守住？

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