K10

@TaoRay 應該是一升至4.5%就壓下去 你説反了

大家要留意10年期美债收益率持续走高。我已经观察很久了，每次稍有压下去的迹象，马上就反弹上去。债券收益率是一切资产定价的锚，是对未来宏观预期真金白银的下注，只要这个指标压不下来，大家就不能太激进。我最近一直在择机出掉美国长债。美国长债已经进入了垃圾时间（注意美债不是一无是处，美国国债里面的短债和超短债依然是资产配置的压舱石，有些国家和公司发行的高息美元债也有不错的配置价值。比如我去年在会员频道推荐过的沙特美元债，还是凭借其的超高收益率有很大的配置价值），但是美国政府发行的长债基本都不值得配置了。下次直播我们把美债讲透，讲讲如何配置，如何分别？为什么TLT不是好的选择？以及如何通过债券走势分析宏观和市场？

@Baoliaogeming64 這下我放心了

🇨🇳🇮🇷⚡️突发消息——在美国准备发动攻击之际，共匪正向伊朗提供进攻性与防御性武器‼️ 此次武器交付包括： •自杀式无人机 •先进反舰武器 •高超音速导弹 •防空系统电池，包括 HQ-16 和 HQ-17AE 此外，共匪与伊朗还在讨论采购 DF-17 高超音速滑翔导弹。DF-17 具有更强的机动能力，有助于规避防空系统拦截。 报道称，共匪还以较为笼统的方式向部分阿拉伯国家通报了这些军售情况，此举被视为试图阻止美国发动攻击，并展示其准备支持伊朗的立场😈 喵评：共匪和伊朗神棍政权蛇鼠一窝，邪恶的共匪再怎么提供援助，也保不住同样邪恶的这个伊朗政权❗️❗️

@1CoastalJournal Why isn't china lying? 😂

TRUMP IS LYING ABOUT EVERYTHING THE US ECONOMY IS 📉 China goods to the U.S. 📉 -30% in Dec from a year ago — 📉 9 straight month while imports from the country 📉 - 29% The sharp 📉 in trade with the U.S. China’s exports to the country 📉 -20% while imports 📉 -14.6%

@bbcchinese 最緊要損人利己

中国广州市周二宣布将调查一起涉嫌“人工制造沙尘暴”事件，已要求涉事施工公司立即停工。 此前网络广传的影片显示，在广州海珠区的一个汽车园区，有施工人员使用吹风设备对着载有土石的铲车吹风，导致附近的街区都被尘土笼罩。 据当地媒体报导，由于该地区被当局纳入拆迁改造区，居民们普遍怀疑这是强迫他们尽快搬迁的方式。

@KobeissiLetter It's normalizing.

Japan’s bond market situation is getting worse: Japan's 10Y government bond yield has surged to 2.12%, the highest since 1999. At the same time, the 30Y yield is up to 3.46%, the highest on record. Since the start of 2025, both yields have skyrocketed +104 and +120 basis points, respectively, marking one of the most dramatic repricing events in Japanese bond market history. This comes as investors are pricing in higher deficit spending as the government approved a record $780 billion budget for FY2026. At the same time, persistent yen weakness has intensified concerns that the Bank of Japan is falling behind the curve on inflation control. Japan's bond market losses are accelerating.

@qinbafrank Meta 就是爛

Meta宣布收购Manus，真是人工智能领域的大事件，印象中也是第一次美国科技巨头收购完全起家于中国本土的创业公司。Manus于12月刚刚宣布年化收入达到1亿美金，已经为用户创建了8000万个智能体。 这个收购对meta意义重大，Manus是真正能够开发智能体得团队，并非聊天机器人，而是能够自主进行研究、编写代码、分析数据并执行复杂任务的智能体。这其实是Meta现在最缺的、他自己的大模型已经落后了，而在产品应用端上发力则是弯道超车得一个很好的切入点。

@kiss486 不怕 平替會補上

日本本田也撤出中國廣州。 6000名中國工人失業。 中國經濟雪上加霜。

@DarioCpx No points for boj to disappoint the mkt?

Just putting this here for future reference. I personally think the odds of a BOJ rate hike decision are too skewed here, especially when the JPY in the past few days might be telling a different story.

@fxtrader 不可以色色啊

#观察 小鹏IRON机器人能引发这么多关于真人扮演的质疑声音，光从这一点看，小鹏已经成功。

@coinfessions That's criminal.

I stole 1300$ from my grandma's savings by connecting her bank to degen trade. I also disabled notifications on her banking app so she doesn't know. I’m down to 500$ so far.

@RazorSharpDNA @TheLongInvest Lol

@TheLongInvest Unless it’s to short quantum computing 😉

Do you understand now why you should never use leverage?

@silenceisduck 很多經濟學家也不靠譜😂

經濟學家估計，上周初請失業金人數增至23.5萬人 9月最後一周，預計領取失業救濟金的人數將增加

就業市場是關鍵，美聯儲給自己找的最佳藉口

@silenceisduck Don't see any systemic implications yet.

First Brand大概率是雷曼翻版

@elonmusk EVs should compete with EVs

Tesla Cybertruck beats a 911 while towing a 911, which mean it can carry a 911 faster down a 1/4 mile than the Porsche can travel by itself …

@NickTimiraos 99% of economists have contributed little to no value to the world in the past few years.

Breaking down the May jobs report -On the surface, this looked at a glance like an economy that might have pulled off the soft landing -But there were soft spots. Immigration policy may be holding down labor supply, and trade uncertainty could weaken labor demand

@MichaelMOTTCM Term premium is back

a new cycle high in the 2s10s today.

@clownworld Everything is from the back

@financialjuice so it will not happen 😂

POLL: US 10-YEAR TREASURY YIELD LIKELY TO CROSS 5% THIS YEAR, SAID 24 OF 36 BOND STRATEGISTS.

@GregorPepe @MacroAlf 🫡

@MacroAlf World switching USTs to China bonds. So simple.

2-year Chinese government bond yields seem headed below 1%. This would be the lowest level ever. Even lower than at the peak of the Great Financial Crisis.

@realTrumpNewsX YES