Category

美股实战营

跟踪美联储货币政策与全球流动性周期,统计跨境资金在美股、亚洲股市流动方向,分析美元、人民币汇率周期,提供跨市场板块轮动与分散资产配置中长期策略。

Wall Street Rallies on Iran Truce
美股实战营 · 2026.06.30

Wall Street Rallies on Iran Truce

US-Iran truce lifts Wall Street and eases Asian market sentiment, while Singapore stocks to watch turn selective amid a cautious outlook.

2 Reads
Court Boosts Fed Independence
美股实战营 · 2026.06.30

Court Boosts Fed Independence

The Supreme Court’s ruling blocking Trump’s bid to remove Lisa Cook strengthens Fed independence and could have subtle implications for Kevi

2 Reads
Strait of Hormuz Jolts Markets
美股实战营 · 2026.06.27

Strait of Hormuz Jolts Markets

Rising Strait of Hormuz tensions and a U.S.-Iran clash are shaking global markets, pressuring semiconductor stocks, AI investment, and Fed r

2 Reads
Markets Mixed as Tech Rotates
美股实战营 · 2026.06.27

Markets Mixed as Tech Rotates

Global markets closed mixed as investors rotated out of tech, tracked moves in gold and oil, and weighed inflation trends and broader macro

3 Reads