一、宏观与政策:特朗普称AI重于石油,美伊临时海峡协议面临双重阻碍
特朗普高调宣示AI主权并召集矿企高管:
美国总统特朗普公开谈及人工智能时表示,AI可能比石油还要重要,“谁赢得人工智能,谁就赢得一切”。同时,为了在与伊朗冲突期间补充损耗的武器库存,特朗普紧急召集包括力拓、必和必拓在内的全球大型矿业公司高管在美国国务院开会,以保障关键矿产供应。
美伊临时海峡协议框架达成但面临执行障碍:
阿曼已同意与伊朗达成一项暂时重新开放霍尔木兹海峡的协议框架,建立新的航运通道(进港船只走伊朗航线,出港走阿... more
今日核心内容总结
一、宏观与合规:美伊海峡协议待批,境外加密税收风暴逼近
霍尔木兹海峡现60天停火曙光:
伊朗与阿曼已敲定霍尔木兹海峡重新开放的协议草案,正等待伊朗最高领袖最终批准。草案拟定为期60天的临时停火,规定进港船只走伊朗领海水域,出港船只走阿曼水域。然而在通行费上双方仍有分歧,伊朗寻求收取货物价值5%至7%的过路费,而华盛顿方面则希望完全免费。
加息疑云与美联储内部风暴:
美国7月“小非农”ADP就业人数仅新增4.4万人,大幅爆冷。但美联储理事库克表态称,若通胀不放缓将支持加... more
今天是 2026 年 8 月 5 日。今日全球宏观市场在地缘局势戏剧性反转、美联储鹰派声浪高企,以及中美高科技行业摩擦升级的多重共振中,迎来了波澜壮阔的资金大洗牌。霍尔木兹海峡停火协议已现重要曙光,原油大跌,而黄金飙升创历史新高;美股科技巨头财报上演悲喜两重天,光模块禁令危机直接改写了半导体产业链的定价逻辑;而在加密市场内部,机构套现与洗牌出清进一步加剧,曾经风光无限的标志性代币宣告死亡。
以下是为您总结的今日核心内容:
一、宏观惊雷:美伊60天海峡停火协议在即,鹰派美联储阴云密布
霍尔木... more
今天是 2026 年 8 月 4 日。今日全球市场在地缘和谈博弈、美国对华科技新禁令的靴子落地以及加密巨头财务大分化中度过了惊心动魄的一天。美伊海峡临时协议谈判接近尾声,国际原油价格应声大跌;美国起草新型中国光模块进口禁令,瞬间引爆美股光通信板块大涨;而加密市场中,微策略在时隔一个月后罕见“割肉”离场,自托管硬件钱包 Coldcard 的安全危机则继续扩大。
今日新闻详细总结
一、宏观惊雷:美伊海峡协议有望最快明日达成,日本本轮救汇或耗资 870 亿
美伊冲突现重大转机:
美国总统特朗普... more
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