观点

10

Sep 2026

令美联储保持谨慎的通胀指标

警惕“住房滞后”扭曲通胀：CPI住房权重最高却落后市场租金6-12个月。若新签租金持续降温，住房通胀或自然回落，降息预期升温，利多美债、承压美元。

4

Sep 2026

第一个小时属于期货市场

非农等宏观数据8:30公布，现货未开盘，股指期货先行定价但易反转。旧“弱就业利多”失效，需联看美债收益率与股指期货组合辨政策与增长叙事。

3

Sep 2026

黄金为何不再像黄金那样交易

地缘冲突升级未推升金价，黄金自高位回撤约9%。市场聚焦非农或触发9月加息预期重定价；美债收益率、美元偏强及油价推升通胀预期持续压制黄金。

31

Aug 2026

50%关税为何几乎未撼动加元走势

美加关税摩擦升级：美对加约276亿美元商品最高加征50%，加9月8日对等反制并推75亿加元纾困。市场仍淡定，加元仅小幅走弱，核心看利率预期与汽车钢铁后续。

28

Aug 2026

Claudeforce：Salesforce在软件未来中的新角色

Salesforce推出Claudeforce深化与Anthropic合作，将数据、工作流与治理嵌入Claude，盘后飙升14%；战略转向“他人入口+可信基础设施”，AI变现与定价权成关键变量。

21

Aug 2026

Moderna、默沙东及市场对突破性进展的不同估值方式

重磅催化：Moderna个性化mRNA癌症疗法III期告捷，股价暴涨后回吐；默沙东涨幅相对稳健。市场转向商业化兑现、现金流锚定与专利悬崖定价差。

21

Aug 2026

Hyperliquid 的美国扩张或将改变其未来发展轨迹

重磅监管信号点燃链上衍生品行情：特朗普称CFTC推动Hyperliquid合规入美，HYPE冲破70美元。市场押注准入扩容，但监管落地与价值捕获仍存不确定性。

15

Aug 2026

代币化股票正先于所有权解决市场准入问题

一周三项代币化股票产品密集落地，24/7交易叙事升温；资金更偏好衍生品式价格敞口。最大掣肘在休市时价格发现、流动性碎片化与杠杆强平风险，监管框架亦待明朗。

14

Aug 2026

太空经济的盲点

业绩超预期却回撤？航天股定价仍锚定发射里程碑与资本开支。RKLB/SpaceX/PL增长更多来自卫星系统、经常性收入及政府合同，估值框架亟待重估。

7

Aug 2026

比特币挖矿交易正演变为电力交易

比特币矿企交易逻辑生变：减半压缩哈希价格，电力与并网资源成稀缺资产。AI十年期合同或带来更高、可锁定现金流，估值框架分化。

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