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US Q2 Earnings Season: Beyond the Mag 7
The Mag 7 dominates earnings season in the past, but something has shifted. The market is no longer asking whether AI demand is real. It's asking who's winning, who's losing, and how much upside is already priced in.

特斯拉 Q2 26 财报展望:短期看盈利质量,长期看 AI兑现
业绩看财报,估值看 AI。 对于特斯拉而言,本季度真正影响股价表现的,已经不再是卖了多少辆车,而是市场是否仍愿意为 Robotaxi、FSD 与 Optimus 等 AI 业务的未来支付高估值。

Tesla Q2 2026 Earnings Preview: Earnings Quality in the Short Term, AI Delivery in the Long Term
Earnings tell you about the performance, but AI tells you about the valuation. For Tesla, what really moves the stock this quarter may no longer be how many cars it sold, but whether the market is still willing to pay a premium for the future of its AI businesses — Robotaxi, FSD, and Optimus.

美股2026年第二季度财报季:哪些大行率先发布财报及核心看点
六家美国大型银行将于7月14日至15日发布财报。其中五家银行的股价正处于历史高点附近,但高预期往往是双刃剑。以下是核心看点。

US Q226 Earnings Season: Which Major Banks Report First and What to Watch
Six major US banks report earnings on 14–15 July. Five trade near record highs, but elevated expectations can cut both ways. Here's what to watch.
黄金展望:$4,250 阻力明显,FOMC决议或引爆波动!
黄金高位盘整,$4,250压力明显。FOMC点阵图、鲍威尔表态及全球央行政策分歧或引导年末行情。
天然气(NatGas)价格飙升:出口和AI需求成关键驱动力!
美国天然气价格自 10 月底大幅上涨,受 LNG 出口创纪录、AI 数据中心用电需求和冬季取暖推动。短期利多明显,中期需警惕扩产压力。
白银再创历史新高:多重利好推动,警惕盲目追涨!
白银突破历史高点,资金涌入与供应紧张等若干因素推动上涨。短期波动加剧,交易员需谨慎布局,关注回调风险。
黄金展望:降息预期推动买盘,逢低买入重获青睐!
美联储 12 月降息押注升温,美元承压,助力黄金多头回归。价格突破 $4,250 可望上攻 $4,300 及历史高点,交易员关注美国就业及通胀等关键数据。
阿里巴巴Q2 26财报前瞻:预期利润承压,但变现才是重点!
阿里巴巴即将公布Q2财报,市场聚焦云业务回暖、AI商业化与即时零售进展等关键信号,这些指标将影响其增长前景与估值修复空间。

黄金展望:降息预期受挫,多空持续拉锯,关注非农报告!
黄金多空交织,方向有待确认:12 月降息预期减弱令金价承压,而美国经济放缓疑虑及美联储独立性风险支撑避险买盘。非农报告与 FOMC 纪要或成市场焦点。
腾讯Q3 25财报:业绩大超预期,游戏与 AI双线发力
2025 年腾讯第三季度财报显示营收稳健增长,海外游戏与新游收入亮眼,AI 战略进入商业验证期,核心业务效率提升明显,为港股交易员提供关键市场洞察。
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1. Data for the Pepperstone Group, correct as at October 2025.
