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About: josephine

Recent Posts by josephine

纽元/美元升破0.57，纽储行一致通过加息25个基点并释放进一步收紧信号

Neon glass sculpture spelling KIWI in purple-blue hues on a dark gradient background, on a reflective surface.

RBNZ一致加息25基点至2.50%，NZD/USD升破0.57；央行仍偏鹰并暗示续紧缩。通胀或触顶回落。政策分化与净多头升温，建议布局0.58看涨期权。

Written on July 9, 2026 at 11:00 am
Categories: Live Updates

标普500指数第二季度盈利预计增长24%，科技股领跑，大型银行定调行业节奏

Transparent, futuristic electronic device with blue and pink neon lighting, showing glowing circuit traces and data visuals throughout the layered panels.

标普500二季度盈利预期同比+24%成支撑，科技与“七巨头”领跑；VIX低位利好看涨期权/借方价差。7月14日大行财报开启，金融修正分化，宜限定风险策略。

Written on July 9, 2026 at 10:59 am
Categories: Live Updates

RKLB回落至现实水平

Pastel 3D illustration of Earth surrounded by a pink ring, with a white and pink rocket launching from a cloud base.

RKLB收购Iridium利好后回撤：CEO相关家族信托按10b5-1计划减持2.86亿美元触发情绪重定价。交易或增厚经常性收入，但融资、稀释及2027交割不确定性压制估值。

Written on July 9, 2026 at 10:35 am
Categories: Opinion

由于美联储会议纪要未能提振美元，受伊朗局势紧张影响，美元/瑞郎下滑逼近0.8050

Neon dollar sign on a glass panel with colorful stock market lines in the background.

USD/CHF失守0.8100回落0.8050，DXY破101显美元动能衰减。地缘与油价反弹扰动预期，技术偏空：0.8045/0.8000支撑，0.8120阻力；可布局看跌价差或短宽跨式。

Written on July 9, 2026 at 10:30 am
Categories: Live Updates

欧元/日元受德国贸易顺差提振延续涨势，惟日本干预风险隐现

Glowing glass Yen symbol with floating pink and blue banknotes, conveying currency and finance in a futuristic scene.

德国5月贸顺差超预期推升EUR/JPY至185.70附近、偏多格局延续；但处15年高位，日方干预风险升温，宜用看涨价差参与上行、看跌期权对冲回撤。

Written on July 9, 2026 at 10:29 am
Categories: Live Updates

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