The bull market is turning 4 years old — but yields could crash the party
宏观新闻：For four years, tech has been the answer to almost every question about this bull market. 相关标的：SPY, QQQ。
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。
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新闻按发布时间和抓取时间排序。每条新闻都有本站本地摘要页，同时保留原文来源链接方便核对完整报道。
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Earnings Week Ahead: JPM, JNJ, BAC, GS, C, UNH, TSM, and more
财报/业绩新闻：Earnings Week Ahead: JPM, JNJ, BAC, GS, C, UNH, TSM, and more 相关标的：JPM, BAC, GS, UNH。
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。
Bank earnings to shed the first light on how higher yields are affecting the economy
财报/业绩新闻：The big banks kick off earnings season on Tuesday, to provide a first read on the health of the economy in a rising-yield environment. 相关标的：SPY, QQQ。
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。
An AI safety timeline since Hugging Face
科技股新闻：An AI safety timeline since Hugging Face 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。
Lockheed Martin raises dividend by 4.3% to $3.60
波动率新闻：Lockheed Martin raises dividend by 4.3% to $3.60 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。
Trump says Ukraine should replace Zelenskyy, stop hitting Russian refineries
市场新闻：Trump says Ukraine should replace Zelenskyy, stop hitting Russian refineries 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。
SA Asks: Is now the time to buy quantum stocks? If so, which ones?
市场新闻：SA Asks: Is now the time to buy quantum stocks? If so, which ones? 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。
Millions of Americans will have fewer options during Medicare open enrollment this year
波动率新闻：There will be no Medicare Advantage plans in 181 counties in 2027, up from 67 in 2026. 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。
Key deals this week: Option Care Health, PTC, Energy Transfer and more
波动率新闻：Key deals this week: Option Care Health, PTC, Energy Transfer and more 相关标的：USO, XLE。
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。
Nvidia in talks to buy ‘open’ model startup Reflection AI: FT
科技股新闻：Nvidia in talks to buy ‘open’ model startup Reflection AI: FT 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。
Cliffs unit is said to proceed with Canada layoffs despite govt. ultimatum
市场新闻：Cliffs unit is said to proceed with Canada layoffs despite govt. ultimatum 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。
China passenger vehicle retail market slumps 24% in September
市场新闻：China passenger vehicle retail market slumps 24% in September 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。