市场市场新闻:OceanFirst expects Q4 2026 net interest margin of 3.09%-3.14% following Flushing integration 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。
Seeking Alpha Market Currents08/01 05:44未识别 ticker
市场市场新闻:Micron Technology slips 6% after sharp rebound fades 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。
Seeking Alpha Market Currents08/01 05:41未识别 ticker
宏观宏观新闻:Gold and silver slip as firmer dollar outweighs post-PCE support 相关标的:SPY, QQQ, GLD。
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。
Seeking Alpha Market Currents08/01 05:38SPY, QQQ, GLD
科技股科技股新闻:Alibaba has an agreement for Moonshot to use its Nvidia H200s, according to Bloomberg — but the Chinese tech giant pushed back against the report. 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。
MarketWatch08/01 04:23NVDA, AMD, SMH
科技股科技股新闻:Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions. 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。
MarketWatch08/01 03:04NVDA, AMD, SMH
财报财报/业绩新闻:Microsoft earnings provided optimism for the AI trade, as did the trading activity surrounding a hedge fund’s fire sale. 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。
MarketWatch08/01 02:29NVDA, AMD, SMH
ETFETF/指数新闻:WisdomTree outlines ~15 ETF launches over next 18 months as it guides 152M-155M diluted shares for H2 暂未识别到明确 ticker,适合作为宏观或行业背景观察。
ETF/指数新闻适合先看主力到期日的 call/put 成交分布,再比较个股联动。
Seeking Alpha Market Currents08/01 01:55未识别 ticker
市场市场新闻:Warner Bros. gains on report Newsom concerned about AG suit over Paramount deal 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。
Seeking Alpha Market Currents08/01 01:54未识别 ticker
市场市场新闻:Sony's Spider-Man: Brand New Day tracks toward a huge box office weekend 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。
Seeking Alpha Market Currents08/01 01:54未识别 ticker
财报财报/业绩新闻:Moog signals FY 2026 adjusted EPS of $11.65±$0.10 as tariff refund adds $0.70 per share 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 Currents08/01 01:54未识别 ticker
财报财报/业绩新闻:Ingersoll Rand raises 2026 revenue growth outlook to 4.5%-6.5% while expecting adjusted EPS near the high end of $3.45-$3.57 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 Currents08/01 01:54未识别 ticker
波动率波动率新闻:Oil Leads & Gold Lags: Commodities deliver one of the strongest years in a decade 相关标的:USO, XLE, GLD。
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。
Seeking Alpha Market Currents08/01 01:46USO, XLE, GLD