市场资讯及洞察
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US Earnings
AI
数十亿美元正在人工智能供应链中流动。关键在于，技术栈的哪一部分正在将这些投资转化为收益。
The Editorial Desk
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July 20, 2026
AI
Shares
过去三年，投资人工智能（AI）基础设施的逻辑相对简单直接：谁在这场淘金热中卖“铲子”，就买谁。而这张名单的榜首，基本上由一个名字绝对垄断：英伟达（NVIDIA）。
Market insights
Fundamental analysis
The 2026–27 Budget landed in a high-pressure macro environment. With inflation at 5% and the RBA cash rate at 4.35% after three consecutive hikes, the gap between fiscal policy and market price may matter more than usual. The first reaction was predictable.
Geopolitical events
CFDs
This is the second part of the GO Markets VIX Playbook. The first piece covered the basics and explored what the VIX measures, what it does not, why traders watch it and where new traders most often misread it. If you skipped it, start there as the foundation matters.
Central Banks
Market insights
Tuesday, 12 May 2026, at roughly 7:30 pm AEST, Treasurer Jim Chalmers will stand up in Canberra and deliver the 2026-27 Federal Budget. According to Budget.gov.au, that is when the Budget is officially released, with the Budget papers going live online at the same time.