\u7f8e\u56fd\u80a1\u5e02\u4e0b\u8dcc\uff0c\u5c3d\u7ba1\u7f8e\u8054\u50a8\uff08Fed\uff0c\u7f8e\u56fd\u4e2d\u592e\u94f6\u884c\uff09\u51b3\u8bae\u504f\u7a33\u5b9a\uff0c\u800c\u4e14\u5927\u578b\u79d1\u6280\u516c\u53f8\uff08Big Tech\uff0c\u5e02\u503c\u6700\u5927\u7684\u79d1\u6280\u4f01\u4e1a\uff09\u7684\u4e1a\u7ee9\u5728\u6536\u76d8\u540e\u624d\u516c\u5e03\u3002\u9053\u743c\u65af\u5de5\u4e1a\u6307\u6570\uff08DJIA\uff09\u6536\u5728\u63a5\u8fd148,900\u70b9\uff0c\u4e0b\u8dcc\u7ea60.6%\uff0c\u8fde\u7eed\u7b2c\u4e94\u5929\u4e0b\u8dcc\uff1b\u6807\u666e500\u6307\u6570\u51e0\u4e4e\u6301\u5e73\uff1b\u7eb3\u65af\u8fbe\u514b\u6307\u6570\u5c0f\u5e45\u4e0a\u6da8\u3002\u7f8e\u56fd10\u5e74\u671f\u56fd\u503a\uff0810-year US Treasury\uff0c\u7f8e\u56fd\u653f\u5e9c\u53d1\u884c\u3001\u671f\u965010\u5e74\u7684\u503a\u5238\uff09\u6536\u76ca\u7387\u5347\u78344.4%\uff08\u6536\u76ca\u7387\u4e0a\u5347\u901a\u5e38\u4ee3\u8868\u503a\u5238\u4ef7\u683c\u4e0b\u8dcc\uff0c\u4e5f\u5e38\u5bf9\u80a1\u5e02\u4f30\u503c\u9020\u6210\u538b\u529b\uff09\u3002<\/p>\n
\u65e9\u76d8\u7126\u70b9\u96c6\u4e2d\u5728\u4f0a\u6717\u8bae\u9898\u3002\u56e0\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u572808:00 GMT\u540e\u4e8eTruth Social\u53d1\u5e03\u4e00\u5f20AI\u751f\u6210\uff08\u4eba\u5de5\u667a\u80fd\u5408\u6210\uff09\u7684\u56fe\u7247\uff0c\u5f15\u53d1\u5e02\u573a\u5173\u6ce8\u3002\u5e03\u5170\u7279\u539f\u6cb9\uff08Brent\uff0c\u56fd\u9645\u539f\u6cb9\u57fa\u51c6\u4e4b\u4e00\uff09\u5347\u7834\u6bcf\u6876110\u7f8e\u5143\uff1b\u897f\u5fb7\u5dde\u539f\u6cb9\uff08WTI\uff0c\u7f8e\u56fd\u539f\u6cb9\u57fa\u51c6\u4e4b\u4e00\uff09\u91cd\u56de\u6bcf\u6876100\u7f8e\u5143\u4ee5\u4e0a\u3002\u6b64\u5916\uff0c\u6709\u62a5\u9053\u79f0\u6b63\u5728\u89c4\u5212\u5ef6\u957f\u5bf9\u4f0a\u6717\u6e2f\u53e3\u7684\u5c01\u9501\uff08blockade\uff0c\u9650\u5236\u8239\u53ea\u4e0e\u8d27\u7269\u6d41\u901a\u7684\u519b\u4e8b\/\u653f\u6cbb\u624b\u6bb5\uff09\uff0c\u5e02\u573a\u66f4\u5173\u6ce8\u970d\u5c14\u6728\u5179\u6d77\u5ce1\uff08Strait of Hormuz\uff0c\u4e2d\u4e1c\u91cd\u8981\u822a\u8fd0\u54bd\u5589\uff0c\u5168\u7403\u539f\u6cb9\u8fd0\u8f93\u8981\u9053\uff09\u7684\u98ce\u9669\u3002<\/p>\n
18:00 GMT\uff0c\u7f8e\u56fd\u8054\u90a6\u516c\u5f00\u5e02\u573a\u59d4\u5458\u4f1a\uff08FOMC\uff0c\u7f8e\u8054\u50a8\u8d1f\u8d23\u5236\u5b9a\u5229\u7387\u653f\u7b56\u7684\u4f1a\u8bae\uff09\u628a\u8054\u90a6\u57fa\u91d1\u5229\u7387\u76ee\u6807\u533a\u95f4\uff08federal funds target range\uff0c\u7f8e\u56fd\u94f6\u884c\u95f4\u9694\u591c\u62c6\u501f\u5229\u7387\u7684\u76ee\u6807\u8303\u56f4\uff09\u7ef4\u6301\u57283.5%\u81f33.75%\u3002\u5e02\u573a\u6b64\u524d\u5df2\u8ba1\u4ef7\uff08priced in\uff0c\u4ef7\u683c\u5df2\u53cd\u6620\u9884\u671f\uff09\u201c100%\u4e0d\u53d8\u201d\u7684\u53ef\u80fd\u3002\u6295\u7968\u51fa\u73b0\u56db\u7968\u53cd\u5bf9\uff1a\u5176\u4e2d\u4e09\u4eba\u5e0c\u671b\u5220\u9664\u201c\u504f\u5411\u5bbd\u677e\u201d\u7684\u63aa\u8f9e\uff08easing-bias language\uff0c\u6697\u793a\u672a\u6765\u66f4\u53ef\u80fd\u964d\u606f\/\u653e\u677e\u653f\u7b56\u7684\u8868\u8ff0\uff09\uff0cStephen Miran\u5219\u4e3b\u5f20\u964d\u606f\u3002\u9c8d\u5a01\u5c14\uff08Powell\uff09\u8868\u793a\uff0c\u5373\u4f7f\u51765\u670815\u65e5\u4e3b\u5e2d\u4efb\u671f\u7ed3\u675f\u540e\uff0c\u4ecd\u5c06\u7559\u5728\u7406\u4e8b\u4f1a\uff08Board\uff0c\u7f8e\u8054\u50a8\u7406\u4e8b\u4f1a\uff0c\u8d1f\u8d23\u653f\u7b56\u4e0e\u76d1\u7ba1\u7684\u91cd\u8981\u673a\u6784\uff09\u3002<\/p>\n
20:00 GMT\u540e\uff0c\u591a\u5bb6\u516c\u53f8\u516c\u5e03\u5173\u952e\u4e1a\u52a1\u6570\u636e\uff1a\u5fae\u8f6f\u8868\u793aAzure\uff08\u5fae\u8f6f\u4e91\u670d\u52a1\u5e73\u53f0\uff09\u540c\u6bd4\u589e\u957f40%\uff1bAlphabet\u8868\u793aGoogle Cloud\uff08\u8c37\u6b4c\u4e91\uff09\u540c\u6bd4\u589e\u957f63%\uff1bAWS\uff08\u4e9a\u9a6c\u900a\u4e91\u670d\u52a1\uff09\u540c\u6bd4\u589e\u957f28%\uff0c\u4e3a\u4e09\u5e74\u6765\u6700\u5feb\u3002\u9ad8\u901a\uff08Qualcomm\uff09\u4e0a\u6da8\u903e13%\uff0c\u6c7d\u8f66\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u589e\u957f38%\u5e76\u521b\u65b0\u9ad8\uff1b\u4f46\u5fae\u8f6f\u4e91\u4e1a\u52a1\u6bdb\u5229\u7387\uff08gross margin\uff0c\u6536\u5165\u6263\u9664\u76f4\u63a5\u6210\u672c\u540e\u7684\u5229\u6da6\u7387\uff09\u964d\u81f366%\uff0c\u4e9a\u9a6c\u900a\u76d8\u540e\u4ea4\u6613\uff08extended trade\uff0c\u975e\u6b63\u5e38\u4ea4\u6613\u65f6\u6bb5\uff09\u8dcc\u903e3%\u3002<\/p>\n
Meta\u628a2026\u5e74\u8d44\u672c\u5f00\u652f\uff08capex\/capital expenditure\uff0c\u7528\u4e8e\u5efa\u5382\u3001\u6570\u636e\u4e2d\u5fc3\u3001\u670d\u52a1\u5668\u7b49\u957f\u671f\u8d44\u4ea7\u7684\u6295\u8d44\uff09\u6307\u5f15\u4e0a\u8c03\u81f31,250\u4ebf\u81f31,450\u4ebf\u7f8e\u5143\uff08\u6b64\u524d\u4e3a1,150\u4ebf\u81f31,350\u4ebf\u7f8e\u5143\uff09\uff1bAlphabet\u7ed9\u51fa1,750\u4ebf\u81f31,850\u4ebf\u7f8e\u5143\uff1b\u4e9a\u9a6c\u900a\u76ee\u6807\u7ea62,000\u4ebf\u7f8e\u5143\u3002\u56db\u5bb6\u516c\u53f8\u5408\u8ba12026\u5e74\u8d44\u672c\u5f00\u652f\u7ea66,500\u4ebf\u7f8e\u5143\u3002<\/p>\n
\u63a5\u4e0b\u6765\u91cd\u8981\u6570\u636e\u5305\u62ec\uff1a\u5468\u56db12:30 GMT\u516c\u5e03\u7684\u7b2c\u4e00\u5b63GDP\u521d\u503c\uff08Q1 advance GDP\uff0c\u7ecf\u6d4e\u589e\u957f\u7684\u521d\u6b65\u4f30\u7b97\uff09\u4e0e3\u6708PCE\uff08\u4e2a\u4eba\u6d88\u8d39\u652f\u51fa\u7269\u4ef7\u6307\u6570\uff0cPCE\u662f\u7f8e\u8054\u50a8\u504f\u597d\u7684\u901a\u80c0\u6307\u6807\uff09\u3002\u5e02\u573a\u9884\u671fGDP\u6309\u5e74\u7387\uff08annualised\uff0c\u628a\u5355\u5b63\u589e\u901f\u6362\u7b97\u6210\u5168\u5e74\u589e\u901f\uff09\u4e3a2.3%\uff0c\u524d\u503c\u4e3a0.5%\uff1bPCE\u603b\u6307\u6570\uff08headline\uff0c\u5305\u542b\u98df\u54c1\u4e0e\u80fd\u6e90\uff09\u540c\u6bd43.5%\uff1b\u6838\u5fc3PCE\uff08core\uff0c\u5254\u9664\u98df\u54c1\u4e0e\u80fd\u6e90\uff09\u540c\u6bd43.2%\u3002\u5468\u4e9414:00 GMT\u516c\u5e03ISM\u5236\u9020\u4e1aPMI\uff08\u91c7\u8d2d\u7ecf\u7406\u6307\u6570\uff0c\u7528\u4e8e\u8861\u91cf\u5236\u9020\u4e1a\u666f\u6c14\uff09\uff0c\u5176\u4e2d\u201c\u652f\u4ed8\u4ef7\u683c\u201d\uff08Prices Paid\uff0c\u4f01\u4e1a\u6295\u5165\u6210\u672c\u4e0e\u4ef7\u683c\u538b\u529b\u6307\u6807\uff09\u9884\u671f\u4e3a80\u3002<\/p>\n
\u57fa\u4e8e\u6628\u5929\u7684\u884c\u60c5\u4e0e\u6d88\u606f\u9762\uff0c\u6211\u4eec\u8f6c\u5411\u9632\u5b88\u7b56\u7565\u3002\u9053\u6307\u8fde\u7eed\u7b2c\u4e94\u5929\u4e0b\u8dcc\uff0c\u4e14\u672a\u80fd\u5b88\u4f4f48,900\u70b9\uff0c\u663e\u793a\u4e70\u76d8\u4fe1\u5fc3\u4e0d\u8db3\u3002\u73b0\u9636\u6bb5\u4e0d\u5e94\u6025\u4e8e\u201c\u9022\u4f4e\u4e70\u5165\u201d\uff0c\u66f4\u5e94\u4e3a\u672a\u6765\u6570\u5468\u53ef\u80fd\u7684\u8fdb\u4e00\u6b65\u4e0b\u884c\u505a\u597d\u9632\u62a4\u3002<\/p>\n
\u4f0a\u6717\u76f8\u5173\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u6210\u4e3a\u4e3b\u5bfc\u56e0\u7d20\uff0c\u76f4\u63a5\u63a8\u9ad8\u5e02\u573a\u5bf9\u901a\u80c0\u7684\u62c5\u5fe7\u3002\u5e03\u5170\u7279\u539f\u6cb9\u7a81\u7834110\u7f8e\u5143\/\u6876\uff0c\u7c7b\u4f3c\u8fc7\u53bb\u4e2d\u4e1c\u5c40\u52bf\u5347\u7ea7\u65f6\u7684\u6cb9\u4ef7\u51b2\u51fb\uff0c\u5f80\u5f80\u4f1a\u8ba9\u901a\u80c0\u66f4\u96be\u964d\u3002\u6211\u4eec\u8ba4\u4e3a\u201c\u505a\u591a\u6ce2\u52a8\u7387\u201d\uff08long volatility\uff0c\u901a\u8fc7\u671f\u6743\u7b49\u5de5\u5177\u62bc\u6ce8\u5e02\u573a\u6ce2\u52a8\u52a0\u5927\uff09\u8f83\u5408\u9002\uff0c\u56e0\u4e3aVIX\u6307\u6570\uff08\u6ce2\u52a8\u7387\u6307\u6570\uff0c\u53cd\u6620\u6807\u666e500\u671f\u6743\u9690\u542b\u6ce2\u52a8\u7387\u7684\u5e02\u573a\u6050\u614c\u6307\u6807\uff09\u7ea6\u572816.5\u9644\u8fd1\uff0c\u671f\u6743\u5b9a\u4ef7\u4ecd\u4e0d\u7b97\u8d35\u3002<\/p>\n
\u7f8e\u8054\u50a8\u5206\u88c2\u6295\u7968\u53cd\u6620\u653f\u7b56\u7acb\u573a\u66f4\u504f\u9e70\u6d3e\uff08hawkish\uff0c\u66f4\u503e\u5411\u5347\u606f\/\u7ef4\u6301\u9ad8\u5229\u7387\u4ee5\u538b\u901a\u80c0\uff09\uff0c\u5e02\u573a\u53ef\u80fd\u5c1a\u672a\u5b8c\u5168\u6d88\u5316\u3002\u8054\u90a6\u57fa\u91d1\u5229\u7387\u671f\u8d27\uff08Fed funds futures\uff0c\u7528\u4e8e\u62bc\u6ce8\u672a\u6765\u653f\u7b56\u5229\u7387\u7684\u884d\u751f\u54c1\uff09\u663e\u793a\uff0c\u4ea4\u6613\u5458\u5df2\u51e0\u4e4e\u6392\u96642026\u5e74\u964d\u606f\u53ef\u80fd\uff0c\u5e76\u5f00\u59cb\u8ba1\u51659\u6708\u5c0f\u6982\u7387\u5347\u606f\u3002\u82e5\u4eca\u5929\u7684PCE\u901a\u80c0\u6216\u5468\u4e94\u7684ISM\u652f\u4ed8\u4ef7\u683c\u504f\u70ed\uff08come in hot\uff0c\u6570\u636e\u9ad8\u4e8e\u9884\u671f\u3001\u4ee3\u8868\u901a\u80c0\u538b\u529b\u66f4\u5927\uff09\uff0c\u503a\u5238\u6536\u76ca\u7387\u53ef\u80fd\u7ee7\u7eed\u4e0a\u5347\uff0c\u8fdb\u800c\u538b\u5236\u80a1\u5e02\u3002<\/p>\n
\u5927\u578b\u79d1\u6280\u80a1\u7684\u4e3b\u7ebf\u4e0d\u518d\u53ea\u662f\u589e\u957f\uff0c\u800c\u662f\u589e\u957f\u7684\u6210\u672c\u3002\u56db\u5bb6\u516c\u53f8\u5408\u8ba1\u63a5\u8fd16,500\u4ebf\u7f8e\u5143\u76842026\u5e74\u8d44\u672c\u5f00\u652f\u6307\u5f15\uff0c\u89c4\u6a21\u60ca\u4eba\uff0c\u5c06\u5f15\u53d1\u5bf9\u672a\u6765\u76c8\u5229\u80fd\u529b\uff08profitability\uff0c\u8d5a\u94b1\u80fd\u529b\uff09\u7684\u7591\u95ee\u3002\u8fd9\u79cd\u652f\u51fa\u89c4\u6a21\u63a5\u8fd1\u7f8e\u56fd\u56fd\u9632\u9884\u7b97\u6c34\u5e73\uff0c\u53ef\u80fd\u6210\u4e3a\u62d6\u7d2f\u8be5\u677f\u5757\u7684\u56e0\u7d20\uff0c\u800c\u8be5\u677f\u5757\u6b64\u524d\u4e00\u76f4\u652f\u6491\u5927\u76d8\u3002<\/p>\n
\u56e0\u6b64\uff0c\u6211\u4eec\u4f1a\u7528\u671f\u6743\uff08options\uff0c\u4e00\u79cd\u884d\u751f\u54c1\uff0c\u53ef\u7528\u8f83\u5c0f\u6210\u672c\u5bf9\u51b2\u6216\u62bc\u6ce8\u6da8\u8dcc\uff09\u4e3a\u7eb3\u65af\u8fbe\u514b\u4e0e\u6807\u666e500\u5efa\u7acb\u4e0b\u884c\u4fdd\u62a4\uff08downside protection\uff0c\u5bf9\u51b2\u4e0b\u8dcc\u98ce\u9669\uff09\u3002\u540c\u65f6\uff0c\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u6f5c\u5728\u51b2\u7a81\u5a01\u80c1\uff0c\u4f7f\u5f97\u80fd\u6e90\u7c7bETF\uff08\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff0c\u50cf\u80a1\u7968\u4e00\u6837\u4ea4\u6613\u7684\u57fa\u91d1\uff09\u5982XLE\u7684\u770b\u6da8\u671f\u6743\uff08call option\uff0c\u62bc\u6ce8\u4ef7\u683c\u4e0a\u6da8\u7684\u671f\u6743\uff09\u6210\u4e3a\u5408\u7406\u5bf9\u51b2\u5de5\u5177\u3002\u5e02\u573a\u504f\u8106\u5f31\uff0c\u672c\u5468\u7ecf\u6d4e\u6570\u636e\u53ef\u80fd\u628a\u6628\u5929\u7684\u8c28\u614e\u9707\u8361\uff0c\u6f14\u53d8\u4e3a\u66f4\u660e\u663e\u7684\u56de\u8c03\uff08correction\uff0c\u901a\u5e38\u6307\u80a1\u5e02\u4ece\u8fd1\u671f\u9ad8\u70b9\u4e0b\u8dcc\u7ea610%\u5de6\u53f3\u7684\u8c03\u6574\uff09\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u4f0a\u6717\u98ce\u9669\u63a8\u6cb9\u4ef7\u98d9\u5347\uff0c10\u5e74\u7f8e\u503a\u606f\u78344.4%\u538b\u4f30\u503c\uff1b\u9053\u6307\u8fde\u8dcc\u4e94\u5929\u3002\u7f8e\u8054\u50a8\u6309\u5175\u4e0d\u52a8\u5374\u5206\u88c2\u504f\u9e70\uff0c\u79d1\u6280\u5de8\u5934\u78386500\u4ebf\u8d44\u672c\u5f00\u652f\u3002\u8b66\u60d5\u56de\u8c03\uff0c\u5b9c\u8f6c\u9632\u5b88\u3001\u505a\u591a\u6ce2\u52a8\u7387\u4e0e\u671f\u6743\u5bf9\u51b2\u3002<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[129],"tags":[],"class_list":["post-45923","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts\/45923","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/comments?post=45923"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/posts\/45923\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/media?parent=45923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/categories?post=45923"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarketsmy.com\/cn\/wp-json\/wp\/v2\/tags?post=45923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}