外汇交易员
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外汇交易员· 2025-09-24 01:53
Geopolitical Stance - Trump reverses previous stance, expressing optimism about Ukraine regaining its territory [1] - Trump encourages allies to shoot down Russian military aircraft violating NATO airspace [1] - The US is prepared to implement new strong tariffs [1] - Trump calls on the UN to join the US in taking anti-Russian oil measures [1] Military Assessment - Trump characterizes Russia's prolonged conflict in Ukraine as a sign of weakness, not strength [1] - Trump pledges continued weapon supply to NATO, meeting NATO's needs [1]
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外汇交易员· 2025-09-24 01:25
Regulatory Focus - The State Administration for Market Regulation (SAMR) has released the "Basic Requirements for Service Management of Online Food Delivery Platforms (Draft for Comments)" for public feedback [1] - The draft aims to regulate service management, improve service quality, reduce merchant operating burdens, and guide fair competition among platforms [1] Fee Structure and Transparency - The draft restricts the types of fees that online food delivery platforms can charge merchants, preventing arbitrary new fees [1] - The draft specifies detailed requirements for fee disclosure, including the method, content, settlement details, and promotion effectiveness, to enhance transparency and prevent opaque charges [1]
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外汇交易员· 2025-09-24 01:12
Market Intervention - Chinese state-owned banks are selling RMB in the spot market to curb its recent appreciation [1] - These banks are also using swaps to hedge their positions [1] - Banks have been increasing their purchases of USD spot in recent months [1] Swap Market Dynamics - Onshore RMB/USD 12-month swap points are at their lowest negative value since 2022, indicating rising costs for forward USD positions [1] - Onshore RMB swap points have exceeded offshore RMB swap points in recent weeks, with the difference reaching its highest level since 2013, suggesting strong onshore demand for USD [1]
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外汇交易员· 2025-09-24 00:59
Macroeconomic Outlook - The People's Bank of China (PBOC) and Bridgewater Associates exchanged views on the international economic situation and financial market dynamics [1] - Bridgewater Associates engaged in discussions with PBOC and State Administration of Foreign Exchange (SAFE) staff on topics such as debt cycles [1] Regulatory Interactions - PBOC Governor Pan Gongsheng met with Bridgewater Associates founder Ray Dalio [1]
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外汇交易员· 2025-09-24 00:42
Data Center & Cloud Computing - Elon Musk claims to build a 10 GW data center before OpenAI [1] - NVIDIA reportedly plans to invest $100 billion to help OpenAI build a 10 GW data center [1] - OpenAI has placed a $300 billion cloud computing service order with Oracle over 5 years [1] - Oracle is procuring $40 billion worth of NVIDIA chips and leasing computing power to OpenAI [1] Companies Involved - NVIDIA (NVDA) is planning a significant investment in OpenAI's data center infrastructure [1] - Oracle (ORCL) is positioned to provide substantial cloud computing services and infrastructure to OpenAI [1]