美国国债收益率变动 - 10年期国债收益率上涨超过31个基点至4135% 盘中最高触及4145%为两周高点[1] - 2年期国债收益率上涨1个基点至3578% 盘中最高触及359%同样创两周新高[1] - 长端收益率上升与短期利率下滑形成反向走势[3] 美联储货币政策 - 美联储下调基准隔夜贷款利率25个基点至400%-425%区间[4] - 政策制定者暗示可能在10月末和12月会议上进行两次额外降息[4] - 美联储主席鲍威尔将此次降息描述为"风险管理"举措[4] 经济数据与市场预期 - 初请失业金人数出现2021年以来最大单周降幅 缓解投资者对经济放缓的担忧[5] - 劳动力市场强劲数据使投资者相信经济衰退将得以避免[5] - 市场将关注8月个人消费支出指数作为美联储首选通胀指标[6] 收益率变动驱动因素 - 长端债券投资者权衡未来短期利率预期、经济增长前景和通胀路径[3] - 政府财政状况和债务发行规模对长端收益率产生影响[3] - 美联储点阵图转向鸽派提振市场对进一步降息的预期[5]

Minneapolis Federal Reserve President Neel Kashkari said Friday that he expects President Donald Trump's tariffs to expert minimum long-term pressure on inflation, leaving room for multiple interest rate reductions ahead.In a CNBC interview, the central banker detailed reasons why he would like the Fed to lower its benchmark borrowing level at each of the remaining two meetings this year in addition to the one the Federal Open Market Committee approved Wednesday. The three total cuts is one more than he had ...

Grayscale Bitcoin Trust ETF signage on the floor of the New York Stock Exchange in New York, US, on Thursday, Jan. 11, 2024.Grayscale Investments has brought a new twist to crypto investing, rolling out the first multi-token exchange-traded product available in the U.S.The Grayscale CoinDesk Crypto 5 ETF begins trading Friday on NYSE under the ticker GDLC. The fund bundles together the five largest and most liquid digital assets — bitcoin, ether, XRP, Solana, and Cardano. These five tokens capture more than ...

In this articleAMZNWMTwatch nowAs more consumers prioritize convenience and value over brand loyalty, experts say they're turning to online marketplaces more than ever to buy the things they need, raising the risk they could inadvertently purchase a fake product.While fake goods have exchanged hands in informal markets since ancient times, the growth of online marketplaces has contributed to the rise in counterfeits because of how easy online shopping and selling have become. A CNBC investigation of Walmart ...

In this articleWMTwatch nowWhen Mary May started buying from third-party sellers on Walmart's online marketplace, she said she assumed the products she was purchasing were the same as the ones she'd long bought in stores. So in late March when she said she saw a "ridiculous sale" on her favorite Neuriva brain supplements on Walmart's marketplace, she bought eight bottles for her and her sister.But when some of the once-daily oral supplements arrived from a seller calling itself Lifeworks-ACS, the 59-year-ol ...

NEW YORK, NEW YORK - MAY 22: Ray Dalio, Founder and CIO Mentor, Bridgewater Associates speaks onstage during The Wall Street Journal's 2024 The Future Of Everything Festival at Spring Studios on May 22, 2024 in New York City.Bridgewater founder Ray Dalio said Friday that gold and non-fiat currencies will become stronger stores of value as major currencies face devaluation risks amid mounting debt pressures globally.Speaking at the FutureChina Global Forum 2025, Dalio warned that the excessive spending and s ...

iPhone 17系列全球发布情况 - iPhone 17系列于2025年9月19日在全球正式发售 包括iPhone 17 Pro、iPhone 17 Pro Max、iPhone Air及新款Apple Watch和AirPods等产品[3] - 中国市场预售表现强劲 京东平台iPhone 17系列首分钟预定量超过去年iPhone 16系列首日预售总量[6] - 新加坡等富裕市场出现抢购热潮 多地苹果门店排起长队 消费者为购买新机提前数小时排队[7][9] 中国市场竞争格局 - 苹果在中国智能手机市场份额降至10% 落后于OPPO、华为、小米等本土厂商[5] - 出现用户从华为、小米转向苹果的趋势 消费者因操作系统、日常娱乐功能及新增大存储空间选择iPhone[4] - 北京三里屯旗舰店出现通宵排队现象 有消费者从发布会前日晚11点开始等候[2] 产品特性升级 - iPhone 17 Pro Max采用橙色新外观设计 改进散热性能[3] - 基础款iPhone 17存储容量升级但起售价维持不变[10] - AirPods Pro 3新增实时翻译功能成为重要卖点[10] - 新机配备更长电池续航及改进的摄像头系统[8] 人工智能战略进展 - 公司人工智能功能推出进度不及预期 原计划去年落地的重要AI功能已推迟至下一年度[12] - 分析师指出公司需要在人工智能领域追赶竞争对手 但目前仍有足够缓冲期应对[12] - 成功的产品发布有助于缓解投资者对AI战略执行力的担忧[11]

Several flags including that of the United States, Cambodia, the European Union, Japan and ASEAN are seen outside a building in Krong Siem Reap, Cambodia, on July 27, 2025.Asian central banks may find more room to ease policy after the Federal Reserve cut interest rates by a quarter percentage point Wednesday and signaled more reductions ahead, as the region contends with trade headwinds and currency pressures.The cut brought the Fed's benchmark overnight lending rate to 4%-4.25%. Fed Chair Jerome Powell fr ...

Japan's benchmark Nikkei 225 index rose 1.19% to another fresh record high for a second consecutive day, ahead of the Bank of Japan's rate decision.The central bank is slated to conclude its two-day policy meeting, where it is widely expected to keep policy rates steady at 0.5%, according to Reuters poll of economists.In a Sept. 12 note, HSBC analysts also agreed with the consensus, and forecasted that the BOJ will raise rates by 25 basis points at its October meeting.Japan's core inflation rate fell to its ...

投资组合策略 - 投资组合中可配置1-2只投机性股票以平衡风险与收益 [1][2] - 投机性股票需谨慎管理 在获得巨大收益后应逐步减仓直至使用盈利部分继续投资 [2] - 年轻投资者更适合进行投机性投资 [1] 投机性股票特征 - 投机性股票定义为盈利能力弱但估值高的公司 属于高风险高回报投资 [1] - 投机性股票包括市盈率极高的盈利企业 如Palantir因其人工智能能力受市场欢迎 [3] - 主题型投机股票契合市场热门主题 涉及能源、航空航天和量子计算领域 [3] 行业投资机会 - 能源行业因美国电力需求增长带来投资机会 包括Bloom Energy氢燃料电池和Oklo核能 [4] - 航空航天领域最具代表性企业为Rocket Lab和Joby Aviation [4] - 量子计算行业对利好消息敏感 IONQ获得大型政府合同带动D-Wave Quantum和Rigetti Computing上涨 [4] 市场环境分析 - 当前市场被投机行为超级驱动 但整体市场并非必然危险 [5] - 高风险股票已出现显著上涨 但类似情况半年前也曾发生而错过后续大涨行情 [5]