About: josephine

Recent Posts by josephine

在路透报道后油价回落之际，阿曼提议制定霍尔木兹海峡联合管理方案

路透：阿曼提议与伊朗共建霍尔木兹海峡联合治理机制，借鉴马六甲模式设自愿性通行基金，保障航行支持、环保及搜救；消息后WTI跌1.1%。

Written on July 28, 2026 at 9:36 am
Categories: Live Updates

特朗普释放停火信号、国债收益率在沃什主持的美联储会议前走低，油价下挫

美国停打伊朗与特朗普“协议可期”引发油价暴跌：美油跌超11%至82.5美元，布油85美元。收益率下行、FOMC加息预期再定价，建议期权做多波动对冲。

Written on July 28, 2026 at 9:08 am
Categories: Live Updates

随着原油价格走软提振前景，卢比连续第三个交易日走强，市场聚焦美联储与印度央行决议前夕

Neon-lit replica of a $100 bill-shaped stack, glowing pink and blue on a dark surface.

油价回落缓解外部收支压力，卢比连涨压低USD/INR逼近95.65。市场聚焦美联储与RBI决议及增速放缓预期，区间震荡下期权价差与波动率策略受关注。

Written on July 28, 2026 at 9:07 am
Categories: Live Updates

受芯片股抛售拖累，亚股下挫：韩国综合指数与日经指数承压；中国推进DUV之际叠加ETF限售措施

Futuristic holographic data dashboard with purple and blue charts on glass panels in a dark room

警惕市场急剧去风险：亚洲科技股暴跌，KOSPI触发熔断；韩国收紧ETF保证金或致期权流动性收缩。中国DUV量产冲击设备巨头；汇率、油价对冲需求升温。

Written on July 28, 2026 at 8:36 am
Categories: Live Updates

苹果股价创历史新高，AAPL市值超越英伟达

苹果股价刷新历史高位至336.91美元，市值升至约4.95万亿美元反超英伟达登顶。半导体板块承压，AI基建估值重估；7月30日财报成关键催化剂。

Written on July 28, 2026 at 8:13 am
Categories: Today's Analysis

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