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About: josephine

Recent Posts by josephine

韩国消费者信心小幅回升，科技出口激增提振股市及韩元前景

Glass panels show stock charts and candlestick graphs on a dark, neon-lit trading setup

韩国7月消费者信心指数升至106.8，稳处扩张区间；叠加半导体出口高增，股市上行压力增强。关注KOSPI200偏多期权、做空USD/KRW及国债收益率。

Written on July 28, 2026 at 4:06 am
Categories: Live Updates

日经225指数受人工智能概念驱动的科技股抛售拖累跌至两个月低点

警惕科技股风向突变：日经225在美股芯片疲弱拖累下重挫，半导体板块领跌，AI资本开支可持续性与估值重定价忧虑升温，指数回测6.2万支撑。

Written on July 28, 2026 at 3:56 am
Categories: Today's Analysis

日本经济面临增速放缓，随着日本央行加息效应显现，推动收益率上行并令日元持续承压

Two neon Yen symbols, pink left and blue right, float above a glowing circular platform.

警惕日本“滞胀式放缓”：2026年GDP增速料降至0.8%，通胀与能源成本拖累；日央行已转鹰并加息至1.0%，终端利率或向2.5%推进，日元偏弱、长端利率承压。

Written on July 28, 2026 at 3:36 am
Categories: Live Updates

高盛称中国黄金购买量远高于官方数据，金价或将逼近4,900美元预测値

Abstract gold sculpture of interlocking curved rings and a spherical orb on a dark blue surface.

高盛测算中国经伦敦OTC隐性购金远超官方披露，或显著抬升2026年增持与金价上行预期至4,900美元；建议借回调布局看涨期权及牛市价差捕捉突破。

Written on July 28, 2026 at 3:07 am
Categories: Live Updates

韦尔登转为看多白银，警示人工智能泡沫及通胀风险对投资者的影响

Glossy metallic abstract sculpture with interlocking triangular frames in pink, gold, and teal on a dark gradient background.

Weldon称白银回调后重拾多头，重上60美元可增配实物与LEAPs；关键位36.5，5-7年目标326。警惕AI泡沫、厄尔尼诺与油库低位推升通胀，收益率上行或逼美联储重启QE。

Written on July 28, 2026 at 3:06 am
Categories: Live Updates

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