AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 华尔街策略师们向担心美国股市创纪录涨势中出现过度乐观迹象的投资者传递了一个信息：任何近期的 回调都可能创造一个买入机会。 尽管目前市场对估值已变得过高的担忧日益加剧，但来自汇丰、摩根士丹利和瑞银集团的策略师们仍维 持其长期看涨的观点。他们认为，强劲的企业盈利和经济数据、日益明朗的关税前景以及人工智能的顺 风，将推动股市在明年继续走高。 在投资者未来几天将面临一系列足以搅动市场的事件之际，这种长期看涨的前景尤其引人注目。美联储 的利率决议、所谓"七巨头"中四家的财报，以及一系列经济数据都已提上日程。这些因素的组合将决定 未来几周的市场走向。 他表示，就目前而言，"谨慎是必要的"，他不会增加股票多头头寸。 对市场泡沫化的担忧正在加剧，标普500指数自4月8日触及低点以来已上涨28%。该指数截至周一已连 续六个交易日创下收盘新高，如果周二再创第七个，将标志着美股创自2021年以来最长的连创新高纪 录。这使得美国股市基准指数的未来12个月预期市盈率约为22倍，与今年2月该指数触及短期峰值时的 水平大致相当。 上周模因股（meme stocks）的短暂复苏，导致 ...

联合健康(UNH.N)2025年Q2营收1116亿美元，去年同期988.6亿美元，市场预期1115.22亿美元。 （文章来源：金十数据） ...

Core Insights - The White House is set to release a cryptocurrency policy report on Wednesday, which is based on an executive order signed by President Donald Trump in January regarding digital assets [1] - The executive order emphasizes promoting U.S. leadership in digital assets and financial technology while protecting economic freedom [1] - Congress is actively working to regulate the cryptocurrency industry, indicating a significant shift in the regulatory landscape [1] - The Federal Reserve's interest rate decision is anticipated to be another catalyst for the cryptocurrency market, with expectations that rates will remain unchanged [1] - Any unexpected actions or statements from Federal Reserve Chairman Jerome Powell could impact the market, including the cryptocurrency sector [1]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 华尔街正逐步掌控比特币的定价权。曾经由离岸交易平台和散户热情主导的全球最大加密货币，如今正 越来越多地在美国金融体系内部被定价和操盘。 通过挂钩ETF和指数的交易所期权市场迅速扩张，从散户到不断涌入的机构投资者，正在重新定义比特 币的交易方式，包括从短线对冲到波动率策略，而这一切都无需直接接触底层资产。曾经属于加密原生 圈层的"颠覆性实验"，如今正被传统金融重构为标准化操作模板。 流动性带来合法性，合法性吸引更多资金 这场变革的核心，是贝莱德（BlackRock）旗下的iShares比特币信托基金（IBIT）。作为当前全球规模 最大的比特币ETF，IBIT管理资产已达860亿美元，同时也带动了一个活跃到令人震惊的期权市场，行 业内部甚至开始呼吁监管机构放宽持仓限制。 IBIT相关期权的未平仓合约总量今年以来已增长三倍，达到约340亿美元，标志着该基金已成为加密市 场风险定价的关键引擎。近期每日交易量平均达40亿美元，超越信用市场和新兴市场的旗舰基金，仅次 于美股、黄金和小盘股ETF中最具流动性的产品。 Asym 500创始人Rocky Fishman表 ...

Group 1 - Japan's recent trade agreement with the U.S. has reduced tariffs on goods, including automobiles, from 25% to 15%, alleviating some trade policy uncertainty [2] - The Japanese government maintains its overall assessment that the economy is recovering at a "moderate pace," despite the impact of U.S. tariffs on certain sectors [2] - A government official noted that since April, the export prices of cars to the U.S. have significantly decreased due to the implemented tariffs, although there have been no notable changes in export volume, manufacturing price index, or employment [2] - The government has downgraded its assessment of exports for the first time in a year, reflecting a slowdown in semiconductor manufacturing equipment exports [2][3] Group 2 - The government has revised its wording regarding domestic corporate goods prices, indicating that the growth rate is currently "slowing," compared to the previous assessment of "gradually rising" [3] - For private consumption, which accounts for over half of Japan's economy, the government maintains its view that it is "recovering" [4]

高盛：在美国与欧盟达成贸易协议后，上调了对欧元区的增长预期。目前预计，欧元区2025年的经济增 长率为1.1%，而此前预计为1%。预计2026年经济增长1.2%，高于此前预计的1.1%。 （文章来源：金十数据） ...

Group 1 - A U.S. Senator has called on Elon Musk to take action against Southeast Asian criminal organizations using Starlink for scams targeting American citizens [1] - Senator Maggie Hassan cited reports indicating that these organizations have caused American citizens to lose billions of dollars [1] - SpaceX has not publicly commented on the issue, despite previous claims of investigating and potentially disabling Starlink devices involved in fraud [1] Group 2 - Criminal groups have established multiple "scam hubs" in Southeast Asia, forcing victims to participate in illegal online fraud activities [2] - Thailand has implemented power, internet, and fuel supply cuts to combat these scam centers since February [2] - International pressure to address these scam hubs is increasing, highlighted by a high-profile kidnapping case involving a Chinese actor in Thailand [2]

Group 1 - Saudi Arabia's Foreign Minister Prince Faisal Bin Farhan reiterated that normalization of relations with Israel can only occur after the establishment of a Palestinian state [1][2] - The minister emphasized that sustainable peace and true regional integration can only be achieved by addressing the legitimate rights of the Palestinian people to self-determination [2] - The humanitarian crisis in Gaza is a significant obstacle to achieving normalization, with ongoing suffering and destruction undermining discussions of normalization [2] Group 2 - Former U.S. President Trump has been advocating for Saudi Arabia to join the Abraham Accords, which aim to normalize relations between Arab nations and Israel [2] - Trump proposed a new aid plan to alleviate the famine crisis in Gaza, in collaboration with other countries and organizations [2] - The UK Prime Minister stated that recognizing the Palestinian state is a matter of time, indicating a shift towards acknowledging Palestinian statehood as part of the peace process [3]

Group 1 - The core viewpoint is that despite the recent strengthening of the US dollar, it may face challenges due to potential dovish shifts from the Federal Reserve, which could lead to a faster-than-expected rate cut [1][2] - Standard Chartered Bank indicates that the recent weakness of the dollar may reflect market relief that the worst outcomes from trade negotiations are unlikely to occur, but attention is now shifting to the Federal Reserve [1][3] - Market expectations for the upcoming Federal Open Market Committee (FOMC) meeting are low, with no rate cuts priced in for July and only a 16 basis point cut anticipated for September [1][2] Group 2 - The divergence among FOMC members has narrowed, focusing primarily on the impact of tariffs, with some members advocating for ignoring temporary price increases while others, including Chairman Powell, suggest that the Fed could have been more accommodative without tariffs [2] - Economic data, particularly the upcoming employment report, is expected to become a focal point, with Standard Chartered warning that downside risks may outweigh consensus expectations [3] - The dollar is expected to weaken moderately over the next few months, but significant declines will depend more on actual shifts in Federal Reserve policy rather than further trade negotiation news [3]

Group 1 - The European Central Bank (ECB) is concerned about the rise of dollar-pegged stablecoins, which threaten its control over monetary policy [1][2] - The global circulation of stablecoins has reached approximately $250 billion, with the majority pegged to the US dollar [1] - The ECB warns that widespread use of dollar stablecoins in the Eurozone could weaken its control over monetary conditions [1][2] Group 2 - Stablecoins are designed to bridge the gap between crypto assets and traditional financial systems, but their anonymity raises concerns about their use in illegal activities [2] - The ECB's warning reflects a growing global concern among central banks regarding the risks associated with stablecoins [2] - The support for stablecoins by the Trump administration may further solidify the dollar's dominance globally, leading to higher financing costs for Europe compared to the US [2]