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市场资讯及洞察

每日财经快讯
光模块与光通信:AI算力瓶颈下的互联新主线
William Zhao
April 27, 2026
为什么布伦特原油现在上涨,霍尔木兹海峡的混乱对油价意味着什么,石油冲击如何影响通货膨胀和利率,油价上涨时澳元/美元需要注意什么,埃克森美孚对布伦特原油价格上涨的反应,Nextera Energy是否受到能源不安全的影响,为什么航运风险对原油市场很重要
Commodity
Oil, Metals, Soft Commodities
布伦特原油和霍尔木兹风险:石油交易商为何对供应风险进行重新定价
GO Markets
April 23, 2026
AI
US Earnings
美股财报前瞻:华尔街急需 Meta、亚马逊与苹果给出一个交代
We have spent the last three instalments of this series mapping the plumbing of the 2026 economy: the banks that anchor the capital, the utilities that supply the electrons, and the chipmakers building the silicon. As the April reporting season moves into its final act, attention shifts to the front door.
GO Markets
April 20, 2026
Microsoft, Alphabet and NVIDIA sit at the centre of the AI infrastructure buildout, from cloud and enterprise software to custom chips and data-centre demand. Their upcoming results may help show whether heavy capital spending is translating into revenue, margins and durable competitive advantage.
AI
US Earnings
微软、Alphabet 与英伟达是否即将证明 AI 投入物有所值?
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.
GO Markets
April 16, 2026
Why Tesla NextEra and Exxon matter this earnings season, what to watch in Tesla earnings 2026, how AI power demand affects NextEra Energy, what Exxon Mobil earnings could signal for oil markets, Tesla Megapack growth outlook 2026, NextEra data centre power demand explained, Exxon Mobil oil supply risk outlook, energy stocks to watch in April 2026
AI
Commodity
特斯拉、NextEra 与美孚:本轮美股财报季的石油与 AI 需求博弈
April’s US earnings season is landing in a market that wants more than a good story. As GO Markets highlighted in its recent defence earnings watchlist, this reporting period is arriving after a broader shift in what markets care about. It is no longer just about growth at any cost. Traders want to know what the numbers are saying beneath the surface.
GO Markets
April 15, 2026