DeepSeek Won't Sink U.S. AI Titans
财报/业绩新闻：Panic fueling the selloff of Nvidia, Broadcom and other tech giants is overblown. 相关标的：NVDA, AMD, SMH。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
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Swiss franc, Japanese yen Rise as DeepSeek News Boosts Safe Havens
财报/业绩新闻：The Yen and Swiss Franc were stronger against the dollar as investors sought safe havens after Chinese start-up DeepSeek’s new AI model hit U.S. tech stocks. 相关标的：NVDA, AMD, SMH。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
Now Wanted in Silicon Valley: Ho-Hum Businesses With Thin Profit Margins
财报/业绩新闻：Venture-capital firms are bringing AI and dealmaking to accounting, property management and other unglamorous fields. 相关标的：NVDA, AMD, SMH。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。