刘同1986
He liked
ĐÁNH GIÁ THỊ TRƯỜNG TIỀN ĐIỆN TỬ
Tuần này, các công cụ kỹ thuật số đã tiếp tục tăng trưởng: BTC đang giao dịch quanh mức 99000,00 ( 11,0%), ETH ở mức 3370,00 ( 10,2%), USDT ở mức khoảng 1,0007 ( 0,07%), SOL ở mức 260,00 ( 9,0%) và BNB ở mức 630,00 ( 1,8%), trong khi tổng vốn hóa thị trường tăng lên 3,30 nghìn tỷ đô la và thị phần c
He liked
银行系险企率先走出“报行合一”阵痛
在险企渴望低风险偏好高客、银行发力中收业务的当下,银保渠道的重要性对双方不言而喻。 今年5月,金融监管总局在“报行合一”基础上,废止银保渠道“每个网点在一年内只能与不超过3家险企开展代理业务合作”限制,就此市场化竞争全面升级。 政策变量的主角之一,指向了背靠母行的“银行系”险企。 建信人寿近日披露与建设银行年内的第9次重大关联交易。 若依照官方信息,截至11月15日,建信人寿已与建设银行达成关联交易近30亿元;其中近4成为代销保险手续费、超6成用于投保团险产品。 建信人寿之外,农银人寿、工银安盛人寿等“六大行”险企也在同期与农行、工行多次构成重大关联交易。 对比上年同期,交易额度仍有小幅降低。
He liked
HBM明年过剩?DRAM下行周期到哪了?高盛详解芯片核心议题
HBM作为一种用于高性能计算和AI应用的关键存储技术,近年来需求量大幅增加。投资者开始担忧,HBM可能在2025年出现供应过剩,而DRAM周期性下行的风险加剧。 针对这种顾虑,高盛在16日公布的最新研报中指出,这种担忧可能为时尚早。报告强调,全球主要云计算公司仍在不断增加对存储设备的投资,供应过剩的情况不太可能发生。此外,先进封装技术(如CoWoS)的发展,以及以及主要客户对HBM供应紧张的预期,都将推动HBM的需求增长。 同时,供应商的库存相对健康,DRAM市场仍有望在未来几个季度内经历一次中周期库存调整。 HBM市场供不应求,DRAM周期存争议 投资者的关注点继续集中在HBM市场上,人们越
He liked
He liked
He liked
Riksbank does massive frontloading – Commerzbank
The Riksbank cut by 25 basis points to 3.25% yesterday as expected. But what came after that was a massive dovish surprise, Commerzbank’s FX analyst Antje Praefcke notes. Riksbank is now also focusing more on growth “In summary, the Riksbank has moved to massive frontloading. Further, larger steps a
He liked
EUR/USD: EU ECONOMIC INDICATORS CONTINUE TO DECLINE
ScenarioTimeframeWeeklyRecommendationBUY STOPEntry Point1.1210Take Profit1.1330Stop Loss1.1150Key Levels1.1040, 1.1160, 1.1210, 1.1330Alternative scenarioRecommendationSELL STOPEntry Point1.1160Take Profit1.1040Stop Loss1.1210Key Levels1.1040, 1.1160, 1.1210, 1.1330Current trend Amid the decline of
He liked
ANG USD/INR AY NANANATILING NASA ILALIM NG PRESYON BAGO ANG DATA NG PMI NG US
Mas mataas ang Indian Rupee sa Asian session noong Lunes.Ang malakas na pag-agos ng dayuhang Indian ay nagpapalaki sa INR, ngunit ang mas mataas na presyo ng krudo at mas malakas na USD ay maaaring hadlangan ang mga nadagdag nito.Susubaybayan ng mga mamumuhunan ang data ng PMI ng US para sa Setyembr
He liked
Daily digest market movers: US Dollar firm on quiet Tuesday ahead of CPI figures despite steady dovish bets
US Dollar continues to rise despite expectations of continued easing by the Fed.Traders are currently pricing in nearly 125 bps of easing by year-end, suggesting 50 bps cuts at the November and December meetings.Market also sees 225 bps of easing over the next 12 months.US presidential debate will b
He liked
EUR/USD: EUR MEMPERPANJANG KEUNTUNGAN HINGGA RENDAH 1,11AN – SCOTIABANK
Data Produksi Industri Prancis dan Jerman yang jauh lebih lemah dari perkiraan untuk bulan Juli akan meningkatkan kekhawatiran mengenai kurangnya momentum dalam ekonomi Zona Euro , tetapi data tersebut hampir tidak berdampak pada EUR yang menyentuh 1,1120 sebelumnya sebelum sedikit melemah
He liked
DOLAR AS BERKONSOLIDASI DI AWAL MINGGU LIBURAN YANG SINGKAT
Dolar AS diperdagangkan secara stabil pada level mendekati penutupan hari Jumat.Pasar AS tutup pada hari Senin karena libur Hari Buruh.Indeks Dolar AS berada di wilayah 101,00 yang lebih tinggi. Dolar AS (USD) melemah pada hari Senin dengan gambaran yang sangat beragam pada papan kutipan terhadap se
He liked
都是顺势、加仓、止盈操作,为什么就你一直亏?
轻仓、顺势、止损、止盈,是老调常谈,但是它能成为任何一种交易策略的普适获利基础。如果在此基础上,加上规则,并完善成为系统,则可以稳定获利;加上机会很少却值得操作的重仓出击,即可获得较大利润。 有些人看重K线,有些人看重分时,有些人看重均线或技术指标,并以此为交易的核心。这些都是陷入细节只见树木不见森林的表现,就像有人认为美国强大是因为它有航空母舰,孰不知印度也有航母,却很少有人说印度强大。 美国的强大,是因为它有一套完整的强势规则体系,这套体系是通过近百年的发展完善起来的,例如它完善的法律制度和法制文化是效率的保证,对创新和知识产权的保护是依靠科技力量进步的动力,美元的国际货币地
He liked
CNY: DATA YANG LEMAH MENUNJUKKAN TINGKAT SUKU BUNGA YANG LEBIH RENDAH – COMMERZBANK
Pagi ini, Biro Statistik Nasional China merilis laporan data bulanannya, yang secara umum tidak menggembirakan, kata Analis Valuta Asing Commerzbank Volkmar Baur. Ekonomi Tiongkok yang lemah menuntut penurunan suku bunga "Meskipun penjualan ritel sedikit positif, data-data lainnya tetap le
He liked
EUR/USD: NHIỆM VỤ VÔ BIỆT – COMMERZBANK
Chiến lược gia ngoại hối Antje Praefcke của Commerzbank lưu ý rằng toàn thế giới đang chờ xem Cục Dự trữ Liên bang quyết định thế nào và Chủ tịch Fed Jerome Powell sẽ nói gì (hoặc không nói gì) trong cuộc họp báo. Bình tĩnh trước cuộc họp của Fed “Sẽ không có nhiều thay đổi đối với đồng đô la Mỹ (US
Pull-up Update