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苹果 2026 财年第三季度财报前瞻:存储成本考验盈利能力,期权押注更大波动
市场普遍预期苹果将交出又一份稳健的季度业绩,但期权目前定价的财报日隐含波动率已接近历史平均水平的两倍,显示交易者正愿意为潜在的不确定性支付溢价。真正驱动股价的,或许不是财报是否超出预期,而是毛利率能否抵御存储成本压力,以及管理层如何阐述库克时代最后一份 AI 路线图。
Gold Outlook: July FOMC Goes Live — All Eyes on Oil and Warsh
A pause in U.S.-Iran hostilities has pulled oil prices off their highs, but market expectations for a July Fed rate hike have picked up sharply. Gold remains rangebound, caught between shifting geopolitical dynamics and an increasingly uncertain rate path. This week, progress in Middle East talks, the Fed's rate decision, and Warsh's press conference could together determine whether gold can break out of its recent range.
美国第二季度财报季：超越Mag 7
人工智能才是真正的焦点。以下是我们关注名单中的三家公司。
US Q2 Earnings Season: Beyond the Mag 7
The Mag 7 dominates earnings season in the past, but something has shifted. The market is no longer asking whether AI demand is real. It's asking who's winning, who's losing, and how much upside is already priced in.
特斯拉 Q2 26 财报展望：短期看盈利质量，长期看 AI兑现
业绩看财报，估值看 AI。 对于特斯拉而言，本季度真正影响股价表现的，已经不再是卖了多少辆车，而是市场是否仍愿意为 Robotaxi、FSD 与 Optimus 等 AI 业务的未来支付高估值。
Tesla Q2 2026 Earnings Preview: Earnings Quality in the Short Term, AI Delivery in the Long Term
Earnings tell you about the performance, but AI tells you about the valuation. For Tesla, what really moves the stock this quarter may no longer be how many cars it sold, but whether the market is still willing to pay a premium for the future of its AI businesses — Robotaxi, FSD, and Optimus.
美股2026年第二季度财报季：哪些大行率先发布财报及核心看点
六家美国大型银行将于7月14日至15日发布财报。其中五家银行的股价正处于历史高点附近，但高预期往往是双刃剑。以下是核心看点。
US Q226 Earnings Season: Which Major Banks Report First and What to Watch
Six major US banks report earnings on 14–15 July. Five trade near record highs, but elevated expectations can cut both ways. Here's what to watch.
黄金展望：$4,250 阻力明显，FOMC决议或引爆波动！
黄金高位盘整，$4,250压力明显。FOMC点阵图、鲍威尔表态及全球央行政策分歧或引导年末行情。
天然气（NatGas）价格飙升：出口和AI需求成关键驱动力!
美国天然气价格自 10 月底大幅上涨，受 LNG 出口创纪录、AI 数据中心用电需求和冬季取暖推动。短期利多明显，中期需警惕扩产压力。
白银再创历史新高：多重利好推动，警惕盲目追涨！
白银突破历史高点，资金涌入与供应紧张等若干因素推动上涨。短期波动加剧，交易员需谨慎布局，关注回调风险。
黄金展望：降息预期推动买盘，逢低买入重获青睐！
美联储 12 月降息押注升温，美元承压，助力黄金多头回归。价格突破 $4,250 可望上攻 $4,300 及历史高点，交易员关注美国就业及通胀等关键数据。
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1. Data for the Pepperstone Group, correct as at October 2025.