市场资讯及洞察

投入数十亿资金购买算力是一回事，但要将这些硬件转化为盈利的企业软件则是另一回事。随着 Nvidia、Broadcom 和 Palantir 发布财报，我们来看看整个 AI 技术栈在利润率、芯片业务和商业合同方面是如何接受市场考验的。

通过历史数据，剖析关于中期选举的四个常见假设。

还觉得借日元是稳赚不赔的买卖，或者认为汇率突破 157 就一定会上涨？当大众的货币假设与央行的现实发生碰撞时，市场会发生什么？

考虑转为现金持有，或是根据候选人的税收承诺进行交易？快来了解关于大选的十大误区，看看标普500指数的历史表现究竟揭示了什么。

Will the yen's carry trade finally unwind, or will shifting US Treasury yields dictate the month ahead? Here is what every foreign exchange trader needs to watch across the US dollar, euro and Australian dollar as central banks prepare for November.

Will cooling goods prices be enough to offset sticky services inflation, or will resilient hiring keep interest rates higher for longer? Here is what every equity, forex and bond trader needs to watch across the US economic calendar this November.