2026-09-01

美国司法部继续打击哈马斯恐怖融资计划。

美国司法部继续打击哈马斯恐怖融资计划。

2026-09-01

U.S. House Speaker Johnson says there are no plans to cancel congressional workdays in September.

U.S. House Speaker Johnson says there are no plans to cancel congressional workdays in September.

2026-09-01

美国众议院议长约翰逊：没有取消9月国会工作日的计划。

美国众议院议长约翰逊：没有取消9月国会工作日的计划。

2026-09-01

10-year U.S. Treasury yield rose to about 4.8% as Brent topped $92 and September rate-hike expectations firmed, weighing on U.S. equity valuations through higher discount rates and financing costs; long-duration tech stocks are most exposed. On Sept. 1 the S&P 500 opened down 0.66% and ETF SPY subsequently breached a key options-positioning area near $765. Cboe research warns that if market makers are net negative gamma, their hedging—buying into rallies and selling into declines—can mechanicall

10-year U.S. Treasury yield rose to about 4.8% as Brent topped $92 and September rate-hike expectations firmed, weighing on U.S. equity valuations through higher discount rates and financing costs; long-duration tech stocks are most exposed. On Sept. 1 the S&P 500 opened down 0.66% and ETF SPY subsequently breached a key options-positioning area near $765. Cboe research warns that if market makers are net negative gamma, their hedging—buying into rallies and selling into declines—can mechanically amplify existing moves.

2026-09-01

10年期美债收益率升至约4.8%、布油突破92美元，并伴随9月加息预期升温，从折现率和融资成本两个方向压低美股估值，久期更长的科技股所受冲击更明显。9月1日标普500低开0.66%，SPY随即跌破765美元附近的关键期权仓位区。Cboe研究指出，如果做市商整体处于负Gamma，其对冲行为会表现为上涨时追买、下跌时追卖，从而放大已有行情。

10年期美债收益率升至约4.8%、布油突破92美元，并伴随9月加息预期升温，从折现率和融资成本两个方向压低美股估值，久期更长的科技股所受冲击更明显。9月1日标普500低开0.66%，SPY随即跌破765美元附近的关键期权仓位区。Cboe研究指出，如果做市商整体处于负Gamma，其对冲行为会表现为上涨时追买、下跌时追卖，从而放大已有行情。

2026-09-01

The Information reports Elon Musk has in recent weeks reorganized the team responsible for SpaceX data-center builds, replacing several leaders and moving executives from the rocket and satellite-internet units to bolster infrastructure delivery. Two people familiar with the matter said the move follows civil-engineering defects and ongoing reliability issues at SpaceXAI data centers in Tennessee and Mississippi. Sources said early AI infrastructure was rushed, leaving some sites operating for m

The Information reports Elon Musk has in recent weeks reorganized the team responsible for SpaceX data-center builds, replacing several leaders and moving executives from the rocket and satellite-internet units to bolster infrastructure delivery. Two people familiar with the matter said the move follows civil-engineering defects and ongoing reliability issues at SpaceXAI data centers in Tennessee and Mississippi. Sources said early AI infrastructure was rushed, leaving some sites operating for months without redundant cooling and power systems, increasing the risk of outages.