股金团队威廉

According to data from Jin10, as expected, the European Central Bank hiked rates by 25 basis points. The deposit facility rate was raised from 2.25% to 2.5%. The main refinancing rate and the marginal lending facility rate were also increased in tandem, rising to 2.65% and 2.9%, respectively.

According to data from Jinn Ten, the European Central Bank said that the outlook is highly uncertain, with both upward inflation risks and downward risks to economic growth.

The US struck three Iranian oil tankers over the weekend, sending Brent to $97 and diesel to record highs. A $320M exploit hit Liquid Network Sunday. Trump demanded rate cuts as September hike odds sit at 58%. Bitcoin held near $79,300 — within 1% of flat through a payrolls beat that equities sold, and less than half as sensitive to rising yields as gold per 90-day correlation data. KOSPI surged 4.6% on OpenAI's GPT-6 Astra model. Wall Street analysts are calling Nvidia, Uber, and Marvell their top long-term picks — with Nvidia's fiscal 2028 revenue guidance of 70% growth nearly double the market consensus. CPI Friday is the last variable before the September 16 FOMC.Bitcoin Falls Below $80,000 as US Strikes Iranian Tankers and Trump Pressures WarshCENTCOM confirmed striking three Iranian oil tankers near Kharg Island, Jask, and the Gulf of Oman — WTI hit $92.72, Brent $97, its highest in seven weeks. Diesel hit record highs, running roughly 90% above pre-war levels — the more consequential inflation signal since diesel propagates through nearly every physical supply chain. September hike odds sit at 58%, with October at 70%. The ECB is expected to hike Thursday and the BOJ has 75% odds of a move September 18 — synchronized tightening that removes the rate-differential logic normally supporting the dollar during Fed hiking cycles. The dollar fell 1% against the yen to 154.6 as short yen positions covered. Liquid Network suffered a $320M exploit Sunday, among the largest incidents of the year. Bitcoin traded near $79,700, down just under 1%, having held around $80,000 through the weekend.Bitcoin Holds $79,000 as Hike Odds Reach 58% and Zcash Runs 45% in a WeekBitcoin held just above $79,300 Monday — up 2% on the week, within 1% of flat through a payrolls beat that sent equities lower and the 2-year Treasury to a 52-week high. Zcash cleared $1,000 for the first time since 2016 and is up 45% on the week — far outside anything explicable by macro flows. Privacy coins leading through a hawkish repricing describes a retail-driven bid indifferent to the rate path. Bitcoin ETFs took ~$770M across September's first four sessions, though $731M of that came from a single Thursday session led by IBIT's $454M — one large desk repositioning rather than broad allocator conviction. The July revision from -23,000 to +23,000 removed the no-two-consecutive-negative-readings constraint that had been the dovish case's last defense. CPI Friday is the only variable left before September 16.Seoul's KOSPI Closes Up 4.6% at Five-Week High on AI Optimism; Tokyo Gains, Hong Kong SlipsSeoul's KOSPI jumped 4.61% to 6,995 — its highest since July 23 and a third straight advance — as OpenAI's new GPT-6 Astra model stoked demand for memory chip names: Samsung +5.68%, SK Hynix +8.26%. Tokyo's Nikkei rose 2.12% led by Advantest, Tokyo Electron, and SoftBank. Taiwan's TAIEX gained 1.67%, with TSMC +2.07% and MediaTek hitting its 10% daily limit. Hong Kong slipped 0.93%, with Baidu -4% and Xiaomi -3%. Mainland China was mixed — Shanghai nearly flat but ChiNext +3.41% as AI-hardware and semiconductor names rallied. The KOSPI's 4.6% single-session gain on an AI model release confirms OpenAI product launches now function as direct demand signals for Korean memory chips.Wall Street Analysts Favor Nvidia, Uber, and Marvell for Long-Term ValueAs bond yields and Iran tensions drive market volatility, Wall Street analysts are flagging three stocks for long-term growth beyond the short-term noise. Morgan Stanley's Joseph Moore raised Nvidia's price target to $300 from $288 after strong Q2 fiscal 2027 results — the company's fiscal 2028 revenue growth guidance of 70% was nearly double the market's 40% consensus and well above Moore's own 52% forecast, keeping it his top semiconductor pick. Moore also maintained a Buy on Uber at $119, highlighting its evolution into a diversified platform with autonomous driving becoming a meaningful revenue driver. KeyBanc's John Vinh reiterated a Buy on Marvell at $400 after better-than-expected Q2 results, led by data center revenue growing 46% year-over-year to $2.17B. All three sit at the intersection of AI infrastructure demand — the same thesis driving KOSPI chip names and Bitcoin miner AI pivots — but at valuations reflecting sustained rather than speculative growth.Bitcoin's Yield Sensitivity Is Less Than Half Gold's, Correlation Data ShowsBitcoin's 90-day correlation with the 10-year Treasury yield stands at -0.17 against gold's -0.41 — meaning rising yields hit gold more than twice as hard as Bitcoin. The Bitcoin-gold correlation itself sits at 0.59, a six-year high matching 2020's COVID-stimulus period. The real-world test came last week: gold fell $400 in five days as the 10-year climbed above 4.81%; Bitcoin held choppy between $76,000 and $80,000, then cleared $80,000 with yields still elevated. The same divergence repeated after Friday's payrolls beat. The caveat: the dollar remains the variable that has done more visible damage to Bitcoin than yields, with the DXY hovering near its 2011 trendline support.