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About: josephine

Recent Posts by josephine

亚洲股市日内持稳，受美债收益率走强及油价上涨影响，周线恐录得下跌

Several glowing monitors display stock market charts (candlesticks and line graphs) in blue and purple tones on a dark background.

亚洲股市反弹但周线承压；美债收益率回升、油价受地缘与通胀预期走高。策略：做空久期、做多布油期权，捕捉韩半导体与恒指波动。

Written on August 21, 2026 at 8:36 am
Categories: Live Updates

油价上涨与美债收益率反弹致印度卢比走弱；美元兑印度卢比维持在95.72附近

Transparent safe with a dollar sign, set against glowing stock charts, symbolizing financial security.

油价高企叠加美债长端收益率回升，卢比承压走弱，USD/INR徘徊95.72；尽管PMI回升难抵外部逆风，期权区间策略与突破顺势做多成焦点。

Written on August 21, 2026 at 8:35 am
Categories: Live Updates

莫德纳、默克及市场对突破性进展的差异化估值方式

Moderna个性化mRNA肿瘤疗法III期告捷引爆股价飙升后急挫；同一催化剂下，默沙东凭Keytruda现金流与商业化路径获稳健定价，凸显科研“发现”与价值兑现鸿沟。

Written on August 21, 2026 at 7:48 am
Categories: Opinion

金价企稳于4,550美元上方，美元走软及美联储利率前景支撑黄金

3D financial chart scene with rising bar graph, pie charts, dollar signs, and glass panels suggesting data analysis and revenue growth

金价欧洲盘坚守4,550美元上方并突破200日SMA，受美元走软支撑；但FOMC偏鹰与地缘推油价抬升通胀预期，利率概率68%压制上行，关注4,529枢纽位。

Written on August 21, 2026 at 7:24 am
Categories: Live Updates

由于美国财政部回购操作转变市场情绪，美元指数（USDX）走低

美财政部扩大长期国债回购压低长端收益率，美元指数跌至98.68附近逼近三月低位；能否守住98.65并收复98.75成短线博弈焦点。

Written on August 21, 2026 at 6:40 am
Categories: Today's Analysis

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