宏观宏观新闻:It’s normal for equities to have a tough time around Federal Reserve transitions, says RBC. 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。
MarketWatch07/31 18:49未识别 ticker
波动率波动率新闻:Spending down assets can be unsettling after a lifetime of saving. 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
波动率新闻不要直接当作方向信号,应结合成交量、OI、价差和到期日过滤。
MarketWatch07/31 18:00未识别 ticker
科技股科技股新闻:The Kospi saw its best-ever day on Friday, as the index came roaring back thanks to historical jumps in its big tech names. 相关标的:NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
MarketWatch07/31 17:48NVDA, AMD, SMH
财报财报/业绩新闻:“Delaying Social Security until 70 results in an increased monthly payment — and that comes with proportionally higher cost-of-living adjustments.” 相关标的:COST。
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。
MarketWatch07/31 17:35COST
市场市场新闻:The Los Angeles home that Diane Keaton spent years carefully transforming has come under offer—nine months after the beloved “Annie Hall” star died. 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
先作为市场背景处理,等出现明确 ticker 或波动率变化后再进入期权扫描流程。
MarketWatch07/31 16:59未识别 ticker
财报财报/业绩新闻:Castle Biosciences raises 2026 revenue guidance to $365M-$375M as TissueCypher volume trends toward 50%-52% growth 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
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。
Seeking Alpha Market Currents07/31 15:54未识别 ticker
财报财报/业绩新闻:Murata Manufacturing GAAP EPS of ¥44.70, revenue of ¥502.26B; updates FY 2027 outlook 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
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。
Seeking Alpha Market Currents07/31 15:54未识别 ticker
财报财报/业绩新闻:Siemens Healthineers Non-GAAP EPS of €0.70, revenue of €5.76B; updates FY 2026 outlook 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
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。
Seeking Alpha Market Currents07/31 15:51未识别 ticker
财报财报/业绩新闻:Sumitomo GAAP EPS of ¥39.92, revenue of ¥1949.36B; reaffirms FY 2027 outlook 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
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。
Seeking Alpha Market Currents07/31 15:49未识别 ticker
财报财报/业绩新闻:TDK Corporation GAAP EPS of ¥42.40, revenue of ¥741B; reaffimrs FY outlook 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
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。
Seeking Alpha Market Currents07/31 15:45未识别 ticker
财报财报/业绩新闻:Floor & Decor projects $1.88-$2.13 adjusted EPS in FY2026 while keeping comps flat to down 4% 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
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。
Seeking Alpha Market Currents07/31 15:24未识别 ticker
科技股科技股新闻:Nexus Data Centers nears $15B financing for Google-backed Anthropic AI campus 相关标的:NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Seeking Alpha Market Currents07/31 15:22NVDA, AMD, SMH