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About: josephine

Recent Posts by josephine

AI财报强劲增长推动标普500指数创历史新高，摩根大通预计2026年目标点位达8000点

Neon-lit glass square displaying a blue and magenta candlestick chart on a dark background

二季报强劲缓解云厂商资本开支疑虑，AI交易重回核心；标普500逼近7,800点，投行上调至8,000点。警惕9月季节性回撤，期权价差与保护性看跌对冲。

Written on August 31, 2026 at 12:24 am
Categories: Live Updates

美国打击伊朗导弹发射装置威胁霍尔木兹海峡石油运输，推升原油价格及波动率押注

霍尔木兹局势骤然升温：美军打击伊朗发射装置致报复风险上行，或触发油价与OVX飙升。策略：做多原油期货/短期限看涨期权，做空航司运输，配置能源航运。

Written on August 30, 2026 at 11:24 pm
Categories: Live Updates

沃什在杰克逊霍尔的警告令股市承压，市场紧盯利率、大宗商品与加密货币走势

Modern building at night with pink neon vertical lights along tall glass towers in a dark sky.

杰克逊霍尔鹰派信号扰动美股，周线仍收涨；纳指受英伟达提振领跑。全球股市分化，亚太偏强。贵金属、国债、原油承压，加密横盘，并夹杂“地缘宇宙”叙事。

Written on August 30, 2026 at 7:24 pm
Categories: Live Updates

标普500指数突破0.618弧线位运行，在看涨偏向下关注0.786水平，除非跌破7,650点

Neon pink and blue rounded square displaying a rising bar chart with an arrow indicating growth on a dark background.

弧线周期指向标普500处于中周期迁移：突破0.618弧后向0.786弧推进，偏多格局延续，上看7,790；若跌破7,650则情景反转并切换至前周期。

Written on August 30, 2026 at 6:24 pm
Categories: Live Updates

COT极端水平预示澳元、天然气及贵金属持仓可能出现反转

COT极值揭示澳元/天然气/钯金商业占比逼近区间顶部，投机空头仍拥挤；欧元、加元高位回补。黄金白银指数触零且多头过度，修正风险升温；美元涨势边际衰竭。

Written on August 30, 2026 at 5:24 pm
Categories: Live Updates

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