观点

16

Oct 2026

AI 信贷额度刚刚变得更昂贵

AI算力租赁商CoreWeave融资警报拉响：股价受英伟达表态反弹，但CDS创新高、债券收益率飙升，暴露期限错配与资产贬值风险，低成本资金趋紧。

15

Oct 2026

银行财报揭示第四季度前路挑战重重

华尔街三季报揭示高利率“冰火两重天”：净利息收入与固收资金流入提振道富、贝莱德，债券交易与投行业务承压拖累部分银行；通胀超预期或加剧分化。

9

Oct 2026

加密货币开放愿景在TOKEN2049与华尔街交汇

参会破纪录的TOKEN2049新加坡闭幕：建设者主推隐私币与AI智能体，机构聚焦代币化与7×24交易。Zcash凭WINK ETF与NU7升级引爆开放公链对许可轨道之争。

8

Oct 2026

人工智能热潮刚刚打开了一条信贷融资渠道

AI算力军备竞赛正“由现金流转向举债”：博通、甲骨文、SpaceX借助私募信贷、SPV与融资租赁扩张，但期限错配与GPU残值风险推升利差、CDS。

2

Oct 2026

当周末成为交易日

周末“休市”正在消失：Coinbase获批自建清算并探索USDC 24/7结算，Robinhood拟推美股周末交易，汇丰推出港元稳定币RedCoin；核心瓶颈仍在流动性与监管落地。

30

Sep 2026

Anthropic估值达2万亿美元：能否支撑“美股七巨头”级别估值？

传Anthropic拟以超2万亿美元冲刺“超级IPO”，运行率对应PS最高约31倍；高增长受制算力供给，但5180亿美元不可撤销算力承诺与定价权、盈利压力成最大变量。

25

Sep 2026

IBM、Swift与代币化银行存款的兴起

国会博弈未定，银行抢先布局：IBM接入Swift共享账本，沿用ISO20022推动代币化存款真实支付落地，强化合规可编程结算；扩张瓶颈在最终清算、互联碎片与规模效应。

24

Sep 2026

美国柴油繁荣遭遇政治天花板

全球柴油短缺推升美国炼油商出口利润，90天斩获约250亿美元；特朗普拟限出口引发炼油股与美欧柴油期货分化。政策走向将重估板块估值。

17

Sep 2026

耐克退出指数与运动品牌估值重定价

耐克时隔近18年退出标普100，消费品牌估值下移成焦点；行业库存高企、降价促销挤压利润，资金轮动向AI硬件，假日季定价与指引成关键。

11

Sep 2026

溢价代价几何？UNH复苏进程面临Optum Health考验

联合健康2026年盈利与MCR回落推动修复，但Optum Health股权出售引发预期重估：估值溢价能否维系，取决于该板块利润率修复及增长兑现能力。

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