About: josephine
Recent Posts by josephine
随着日元与欧元空头仓位加码,外汇持仓转趋防御;WTI原油反弹

原油强势反弹引爆跨资产共振,外汇仓位转向防御:投机资金加码WTI净多;日元、欧元净空扩张,澳元存挤空风险,英镑修复乏力。
Written on July 25, 2026 at 1:29 pm
Categories: Live Updates
Glassnode与Coinbase指出比特币出现早期筑底迹象,流动性周期或将在第三季度主导市场走势

Glassnode与Coinbase称BTC或处筑底早期:MVRV逼近1、NUPL近投降区,衍生品OI偏低;相关性转向黄金与流动性,策略宜谨慎控杠杆、区间套利。
Written on July 25, 2026 at 3:59 am
Categories: Live Updates
华侨银行预计金管局将维持新元名义有效汇率(S$NEER)政策区间不变,因6月核心通胀回升令鹰派基调延续

OCBC料MAS本周按兵不动,6月核心CPI回升仍不足改写通胀叙事。声明措辞成胜负手:偏鹰或托举S$NEER与新元;期权可博隐波下挫。
Written on July 25, 2026 at 3:29 am
Categories: Live Updates
欧元/日元陷入区间震荡:因美伊战争忧虑推升避险日元需求,且日本央行干预风险上升

EUR/JPY受地缘冲突压制,186-187区间震荡。上破187看188-190;下破185.35或探185均线。建议牛市价差,并配虚值看跌对冲干预风险。
Written on July 25, 2026 at 3:29 am
Categories: Live Updates
林吉特坚挺,星展上调马来西亚增长预期,受国内需求及人工智能出口带动

中东风险延续下马来西亚市场韧性凸显:1H26经济同比增5.6%促DBS上调GDP至5.2%。令吉虽弱于4.00仍具内在强势;MGS曲线稳。关注令吉看涨、利率短波动及科技AI看涨期权机会。
Written on July 25, 2026 at 2:59 am
Categories: Live Updates
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