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市场资讯及洞察

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US Earnings
AI
追踪人工智能资金流向：从微软云服务到英伟达芯片
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
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May brings no scheduled FOMC decision, but US payrolls, CPI, PPI, retail sales and PCE could shape expectations for the June meeting. With Brent crude near US$108 and the Strait of Hormuz disruption keeping energy markets volatile, investors are watching whether inflation pressure broadens or growth slows.
Central Banks
Geopolitical events
5月份美国市场驱动力：消费者价格指数、就业人数和石油冲击
GO Markets
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April 28, 2026
Asia-Pacific market drivers for May 2026, including China activity data, Japan inflation signals and the RBA decision.
Market insights
Forex
2026 年 5 月，亚太地区的市场驱动因素是什么？
GO Markets
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April 28, 2026
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
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April 27, 2026
May 2026 could bring another volatile stretch for FX markets as traders weigh a hawkish Fed transition, yen intervention risk, RBA pricing and shifting oil expectations. USD/JPY, AUD/USD, EUR/USD and CAD-linked pairs are among the key markets to watch.
Forex
Central Banks
2026年5月汇市展望：哪些货币对将引领波动？其背后的逻辑是什么？
GO Markets
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April 26, 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
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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
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April 20, 2026