内部人士往往掌握机密信息。 这里有一个通过Unusual Predictions发现的潜在内部人士案例。 这个钱包仅有四笔持仓。 所有持仓都押注于加密货币Backpack FDV上线一天后市值能否超过2亿美元。 是否会上线?他们掌握了什么内幕? 查看更多:https://t.co/t...

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Insiders often have confidential knowledge. Here is an example of a possible insider, spotted using Unusual Predictions. This wallet has only four positions. All are on whether the coin Backpack FDV will be above $200M one day after launch. Will there be a listing? What do they know? See more:

NASA计划让SpaceX在登月任务中承担更重要的角色——彭博社

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NASA PLANS BIGGER SPACEX MOON-MISSION ROLE - Bloomberg

高盛 $GS 计划从下月起分批开展规模更小的裁员,让各业务部门比往年更能自主掌握裁员时机——据Insider报道

相关影响: GS、美股
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Goldman Sachs $GS is planning smaller batches of job cuts starting next month to give divisions more control over timing than past years - Insider

重要信息

据以色列广播管理局消息人士透露:以色列与美国的联合行动预计还将持续数周——半岛电视台在X平台的发文

相关影响: 国防军工、石油天然气、航运、通胀、避险情绪、美股、原油、黄金、大宗商品
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Israeli Broadcasting Authority from Sources: The joint campaign between Israel and the United States is expected to continue for several more weeks - Al Jazeera's Post on X

乌克兰总统泽连斯基:美国释放出愿意重启和谈的信号——乌克兰谈判代表将于周六在美国展开会谈

相关影响: 风险情绪、美股
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Ukraine’s Zelenskiy: US Sends Signals About Willingness To Restart Talks - Ukrainian Negotiators To Have Talks In US On Saturday

SPX现货波动率贝塔:-0.62 该指标衡量隐含波动率(通过VIX)对标普500价格波动的反应情况。读数为-0.62意味着波动率反应不足,也就是说期权交易员并未针对标的市场的波动积极抬升避险期权的报价。换言之,结合当前的价格走势来看,对冲需求相对疲软。 现货波动率贝塔反映了波动率对标普...

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相关影响: 隐含波动率、波动率指数、美股
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SPX Spot-Vol Beta: -0.62 This gauge measures how implied volatility (via the VIX) is reacting relative to the S&P 500’s price move. A reading of -0.62 suggests volatility is under-reacting, meaning options traders are not aggressively bidding up protection relative to the underlying market move. In other words, the demand for hedging appears relatively subdued given the price action. Spot-vol beta reflects how much volatility is over- or under-reacting to changes in the S&P 500’s spot price. Source -

哇——快看这里。 这个钱包只有两笔押注,全是押内塔尼亚胡在6月30日前下台。 他们押了17.5万美元,赌比比在3月31日前下台。过去两天里这类交易十分活跃。 他们究竟知道些什么? 详情见:https://t.co/0aId99IAIP

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Woah - look here. This wallet has only two positions, both on Netanyahu being out before June 30th. They have $175k on Bibi being out by March 31. Loads of action in last TWO days. What do they know? See more:

乌克兰总统泽连斯基:乌克兰谈判代表将于周六在美国举行会谈

相关影响: 国防军工、能源、农产品、避险情绪、市场风险偏好、美股、大宗商品、黄金
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Ukraine’s President Zelenskiy: Ukrainian negotiators to have talks in the US Saturday

谷歌告知员工,其正更多地涉足人工智能国家安全相关交易——《商业内幕》 $GOOGL

相关影响: GOOGL、互联网、人工智能、美股
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Google told staff it’s leaning more into AI national security deals - Business Insider $GOOGL

重要信息

NASA计划扩大SpaceX在登月任务中的角色,这对波音来说是一记打击。$BA

相关影响: BA、航空航天、美股
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NASA plans bigger SpaceX moon-mission role in a blow to Boeing. $BA

欧洲央行的施图纳拉斯:中东冲突是不利的供给冲击。https://t.co/bQ6xY0SM2y

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ECB's Stournaras: Middle East conflict is an adverse supply shock.

欧洲央行的施图纳拉斯:伊朗冲突可能产生重大宏观经济影响。

相关影响: 通胀、经济增长、美股、大宗商品、原油
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ECB's Stournaras: Iran conflict could have a large macroeconomic impact.

重要信息

贝森特:未来几天,我们可能会解除对正在海上运输的伊朗石油的制裁。这批石油约有1.4亿桶,按不同统计方式计算,相当于伊朗此前投放市场的10天至2周的供应量,这些石油本应全部销往中国。从本质上讲,在我们继续这场行动期间,我们将利用这批伊朗原油来对抗伊朗,在未来10到14天内压低油价。所以,我们...

相关影响: 石油天然气、油价、通胀、美股、原油、大宗商品
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Bessent: In the coming days, we may unsanction the Iranian oil that's on the water. It's about 140 million barrels, so depending how you count it, that's 10 days to 2 weeks of supply, that the Iranians had been pushing out, that would have all gone to China. In essence, we'd be using the Iranian barrels against the Iranians to keep the price down for the next 10 or 14 days, as we continue this campaign. So, we have lots of levers.

Politico的记者在X平台发文:美国与议员们正在就能源许可改革进行谈判。

相关影响: 能源行业、美股
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Politico Reporter on X: US and lawmakers in talks on energy permitting reform.

重要信息

美国能源部长赖特称,美国暂无计划实施石油出口限制 —— 发布于X

相关影响: 石油天然气、美股、原油
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US Energy Secretary Wright: The US has no plan to implement restrictions on oil exports - Post on X