Meta is up against a wall of AI pessimism heading into earnings
财报/业绩新闻：Following Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spending. 相关标的：META, 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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Forget oil. A surging El Niño could kill Fed rate cuts — and these stocks stand to win.
宏观新闻：Climate disruption could prolong inflation. Look to refiners, tanker operators and agricultural stocks. 相关标的：SPY, QQQ, USO, XLE。
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。
Oil prices decline further after Trump claims ‘deep talks’ are underway with Iran
市场新闻：Brent crude and West Texas Intermediate’s front-month contracts fell again as the U.S. and Iran continue to pause fighting. 相关标的：USO, XLE。
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。
Conagra COO Tom McGough to retire
市场新闻：Conagra COO Tom McGough to retire 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。
S&P Global to buy majority stake in Africa's Agusto & Co.
ETF/指数新闻：S&P Global to buy majority stake in Africa's Agusto & Co. 相关标的：SPY, QQQ。
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。
Boeing in charts: Commercial Airplanes powers Q2 growth as deliveries rise 14% Y/Y and ~20% Q/Q
波动率新闻：Boeing in charts: Commercial Airplanes powers Q2 growth as deliveries rise 14% Y/Y and ~20% Q/Q 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。
Denison begins full-scale construction at Phoenix ISR uranium mine
市场新闻：Denison begins full-scale construction at Phoenix ISR uranium mine 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。
Tradr ETFs launches two single-stock leveraged ETFs linked to SK hynix
ETF/指数新闻：Tradr ETFs launches two single-stock leveraged ETFs linked to SK hynix 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。
CommVault Systems Non-GAAP EPS of $1.42 beats by $0.26, revenue of $314.13M beats by $3.69M
财报/业绩新闻：CommVault Systems Non-GAAP EPS of $1.42 beats by $0.26, revenue of $314.13M beats by $3.69M 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。
Federal Signal declares $0.15 dividend
宏观新闻：Federal Signal declares $0.15 dividend 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。
PayPal delivers an earnings beat as investors await updates on possible merger
财报/业绩新闻：PayPal is showing progress on some metrics as a standalone company, but Wall Street is preoccupied with its deal prospects following recent news. 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。
Emerging China threat puts a scare into AI hardware stocks. Is the ‘picks and shovels’ trade breaking down?
ETF/指数新闻：Asian stocks sold off sharply on Tuesday amid reports that China is now capable of manufacturing DUV lithography machines. 相关标的：NVDA, AMD, SMH。
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。