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About: josephine

Recent Posts by josephine

美光股价大涨，第三财季业绩远超预期，AI需求强劲与供给偏紧推动业绩展望上调

Futuristic dark desk with glass-like holographic screens showing blue and purple financial charts and graphs.

美光三财季业绩与指引双超预期，AI数据中心拉动DRAM/HBM涨价、供给偏紧推升毛利与现金流；盘后飙涨15%，期权或现IV挤压，策略偏卖出权利金。

Written on June 26, 2026 at 10:35 am
Categories: Live Updates

霍尔木兹海峡重开致美债收益率回落、WTI油价下挫，通胀担忧降温推动美元指数走强

霍尔木兹重开引爆资产重定价：油价回落缓解通胀预期，美债收益率全线下行、盈亏平衡回落；美元逆势走强。市场押注7月议息按兵不动，关注核心PCE等数据。

Written on June 26, 2026 at 10:34 am
Categories: Live Updates

美元指数持守一年高位，市场严阵以待美国PCE通胀数据及G10货币剧烈波动

Neon outlined dollar bill on a dark background with reflection on a glossy surface, purple and blue hues showing a currency icon

美元指数逼近一年高位，PCE成引爆波动关键：若通胀偏热或强化“更高更久”，美债收益率或剧震。欧元、英镑承压，日元临干预风险，商品走弱。

Written on June 26, 2026 at 10:33 am
Categories: Live Updates

随着霍尔木兹海峡油轮通行恢复及美国暂时解除对伊朗原油制裁，WTI油价跌破71美元

Neon blue oil pump jack with a stock market chart backdrop in pink and cyan hues.

WTI跌超3%至70美元附近，霍尔木兹滞留油轮回流叠加美方暂缓制裁预期推升供给；尽管EIA库存大减，OVX高企，地缘风险仍主导波动。

Written on June 26, 2026 at 10:32 am
Categories: Live Updates

巴西央行会议纪要释放宽松进程或停停走走信号，市场聚焦通胀报告及美元兑雷亚尔升至5.25附近

Neon-lit pen signing a transparent sheet with grooves and a signature on a glow blue-pink surface.

法兴称巴西央行纪要暗示降息周期或被“暂停”打断，力保2028Q1通胀回归3%。明日通胀报告成关键催化，USD/BRL逼近200日均线5.25，建议买波动率。

Written on June 26, 2026 at 10:12 am
Categories: Live Updates

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