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10

Sep 2026

令美联储保持谨慎的通胀指标

住房分项占CPI权重36%且统计滞后6-12个月，推高通胀与利率预期；新租约租金已走弱，未来或拖累住房通胀回落，利好美债、压制美元。

4

Sep 2026

首小时属于期货市场

非农8:30公布至美股开盘前，股指期货先行定价但受流动性偏薄与“降息逻辑失效”扰动。钩子：看10年期收益率与股指同/背离，识别政策缓和或增长担忧。

3

Sep 2026

黄金为何不再按“黄金逻辑”交易

中东冲突与油价飙升本应提振黄金，金价却回撤近9%。美联储加息预期升温、美元与实际利率走强成主因；周五非农或触发预期重定价。

31

Aug 2026

50%关税为何几乎未对加元汇率产生影响

美加关税摩擦升级，美国对加商品最高加征50%、加方9月8日对等反制；但涉额仅占出口约5%，美元/加元仅小幅走高。后续关键在央行利率预期、汽车钢铁谈判与油价。

28

Aug 2026

Claudeforce：Salesforce 在软件未来中的新角色

Salesforce推出Claudeforce深度嵌入Claude，押注由“入口”转向可信数据与治理底座；叠加业绩与指引上调，CRM盘后大涨，但定价权与经济性仍待验证。

21

Aug 2026

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。

20

Aug 2026

Hyperliquid 的美国扩张或将改变其未来发展格局

特朗普称CFTC推动Hyperliquid合规入美引爆行情：HYPE飙破70美元、加密资产普涨并触发逾10亿美元强平。焦点转向监管落地与交易增量能否实现价值回流。

14

Aug 2026

代币化股票在所有权之前先行解决准入问题

一周三项代币化股票密集落地：Crypto.com推价格敞口，Bullish首将股权上链，SEC研监管框架。市场偏好衍生品式24小时交易，核心痛点转向休市定价与风险控制。

14

Aug 2026

太空经济的盲区

航天股业绩超预期仍回调：市场过度定价发射里程碑、指引与资本开支，低估卫星系统、国防合同与经常性收入。政府成“锚定客户”，估值框架亟待重塑。

7

Aug 2026

比特币挖矿交易正逐渐演变为电力交易

比特币矿企交易逻辑生变：减半压制算力收益，电力并网与基础设施成稀缺资产，转向AI/HPC长协租赁或自营算力，估值框架分化，需验证签约容量与现金流。

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