https://news.biyapay.com/news/analysis/16261 BiyaPay News zh 2026-10-04T03:38:48+08:00 比特币休眠地址9月转出5419枚，抛压是否落地？ https://news.biyapay.com/news/analysis/16260 BiyaPay News zh 2026-10-04T01:38:27+08:00 两年期美债收益率破4.8%，财政部长真能靠“资本未逃离”稳住市场？ https://news.biyapay.com/news/analysis/16259 BiyaPay News zh 2026-10-03T11:39:13+08:00 微软X账号遭盗用推“Clippy币”，社交安全漏洞如何撬动链上资金？ https://news.biyapay.com/news/analysis/16258 BiyaPay News zh 2026-10-03T06:39:20+08:00 美联储10月按兵不动概率77.9%，12月加息预期为何陡升？ https://news.biyapay.com/news/analysis/16257 BiyaPay News zh 2026-10-03T06:39:19+08:00 阿里云AI业务能否从“战略投入”转向“规模变现”？ https://news.biyapay.com/news/analysis/16256 BiyaPay News zh 2026-10-03T06:38:16+08:00 高通提交2500万股转售申请，卖方身份与资金用途成关键变量 https://news.biyapay.com/news/analysis/16255 BiyaPay News zh 2026-10-03T04:08:48+08:00 CBOT美债期货空头分化：中长期加空 vs 超长期回补，反映利率预期裂痕 https://news.biyapay.com/news/analysis/16254 BiyaPay News zh 2026-10-03T03:38:40+08:00 费兰质疑9月加息合理性，通胀回落速度是否已触发政策转向？ https://news.biyapay.com/news/analysis/16253 BiyaPay News zh 2026-10-03T02:08:23+08:00 Pixel 10a上市7个月后涨价100美元，存储芯片成本能否持续转嫁？ https://news.biyapay.com/news/analysis/16252 BiyaPay News zh 2026-10-03T01:38:15+08:00 古尔斯比称利率“任何选项均有充分空间”，美联储真在容忍不确定性？ https://news.biyapay.com/news/analysis/16251 BiyaPay News zh 2026-10-02T23:38:54+08:00 Blast 宣布关停L2，用户提现为何卡在Lido赎回？ https://news.biyapay.com/news/analysis/16250 BiyaPay News zh 2026-10-02T23:38:53+08:00 美国企业债Q4发行量将“掉崖式下跌”，高利率下谁还在发债？ https://news.biyapay.com/news/analysis/16249 BiyaPay News zh 2026-10-02T22:08:31+08:00 9月非农新增2.9万人，薪资增速放缓能否确认通胀回落？ https://news.biyapay.com/news/analysis/16248 BiyaPay News zh 2026-10-02T22:08:30+08:00 2026年10月非农降温，加息周期是否已实质性结束？ https://news.biyapay.com/news/analysis/16247 BiyaPay News zh 2026-10-02T21:39:23+08:00 耐克目标价被砍至37美元，2028年前品牌复兴能否兑现？ https://news.biyapay.com/news/analysis/16246 BiyaPay News zh 2026-10-02T21:38:20+08:00 英伟达DGX SPARK 64GB上市，4999美元定价能否撬动边缘AI开发者生态？ https://news.biyapay.com/news/analysis/16245 BiyaPay News zh 2026-10-02T21:09:13+08:00 美国9月非农新增仅2.9万人，10月加息预期是否彻底终结？ https://news.biyapay.com/news/analysis/16244 BiyaPay News zh 2026-10-02T21:09:12+08:00 9月非农疲软削弱10月加息可能，12月是否“最后一加”取决于通胀退潮节奏 https://news.biyapay.com/news/analysis/16243 BiyaPay News zh 2026-10-02T21:09:11+08:00 非农数据将如何重置10月不加息的78.4%定价？ https://news.biyapay.com/news/analysis/16242 BiyaPay News zh 2026-10-02T20:08:59+08:00 康宁获AT&T 30亿美元光纤订单，目标价上调至182美元，法律风险是否被低估？ https://news.biyapay.com/news/analysis/16241 BiyaPay News zh 2026-10-02T19:38:53+08:00 耐克目标价被砍至30美元，产品力断档拖累复苏节奏？ https://news.biyapay.com/news/analysis/16240 BiyaPay News zh 2026-10-02T19:08:45+08:00 小米十日内两度回购超1.48亿港元，真金白银能否对冲印度监管风险？ https://news.biyapay.com/news/analysis/16239 BiyaPay News zh 2026-10-02T18:38:35+08:00 摩根士丹利同步加仓宁德时代H股多空头寸，意在对冲波动而非押注方向 https://news.biyapay.com/news/analysis/16238 BiyaPay News zh 2026-10-02T18:08:28+08:00 耐克目标价遭腰斩至45美元，新品兑现与大中华区止跌能否同步？ https://news.biyapay.com/news/analysis/16237 BiyaPay News zh 2026-10-02T18:08:27+08:00 腾讯1.003亿港元单日回购，能否扭转估值逻辑？ https://news.biyapay.com/news/analysis/16236 BiyaPay News zh 2026-10-02T17:38:19+08:00 亚马逊加码10亿美元社区投资，能否加速AI数据中心落地？ https://news.biyapay.com/news/analysis/16235 BiyaPay News zh 2026-10-02T15:38:55+08:00 耐克下调2027财年收入指引至高个位数下滑，中国市场需求何时触底？ https://news.biyapay.com/news/analysis/16234 BiyaPay News zh 2026-10-02T13:08:30+08:00 百事目标价下调至145美元，增长失速下估值逻辑切换？ https://news.biyapay.com/news/analysis/16233 BiyaPay News zh 2026-10-02T12:39:23+08:00 博通600亿美元AI融资落地，算力租赁能否兑现商业化？ https://news.biyapay.com/news/analysis/16232 BiyaPay News zh 2026-10-02T12:38:20+08:00 名创优品美股小额回购并明确注销，是试探性信心信号还是更大资本行动前奏？ https://news.biyapay.com/news/analysis/16231 BiyaPay News zh 2026-10-02T11:09:01+08:00 耐克目标价被砍至28美元，中国连续九季下滑能否止住？ https://news.biyapay.com/news/analysis/16230 BiyaPay News zh 2026-10-02T11:09:00+08:00 阿里上调2027财年利润预期，电商节流能否持续输血AI？ https://news.biyapay.com/news/analysis/16229 BiyaPay News zh 2026-10-02T08:38:34+08:00 莫德纳2026年10月纳入纳斯达克100，肿瘤管线能否支撑其指数成分股地位？ https://news.biyapay.com/news/analysis/16228 BiyaPay News zh 2026-10-02T07:38:20+08:00 洛根主张立即加息50基点，终端利率或超市场预期100基点 https://news.biyapay.com/news/analysis/16227 BiyaPay News zh 2026-10-02T07:09:11+08:00 布伦特原油三日涨超12%，地缘风险重压下供应修复能否兑现？ https://news.biyapay.com/news/analysis/16226 BiyaPay News zh 2026-10-02T07:09:10+08:00 鲍曼称年内无需再加息，通胀数据真空期下的暂停信号可信吗？ https://news.biyapay.com/news/analysis/16225 BiyaPay News zh 2026-10-02T06:39:02+08:00 CME美联储观察显示10月按兵不动概率75.1%，12月加息概率升至61.3%：市场在押注什么？ https://news.biyapay.com/news/analysis/16224 BiyaPay News zh 2026-10-02T05:38:52+08:00 Twilio晋升标普500，盈利质量能否撑起新蓝筹定位？ https://news.biyapay.com/news/analysis/16223 BiyaPay News zh 2026-10-02T05:38:51+08:00 安森美57亿美元收购Synaptics，价格下调后能否兑现汽车电子协同？ https://news.biyapay.com/news/analysis/16222 BiyaPay News zh 2026-10-02T05:08:44+08:00 鲍曼称“无迫切加息需要”，10月FOMC暂停已成定局，但11月是否转向取决于CPI与非农 https://news.biyapay.com/news/analysis/16221 BiyaPay News zh 2026-10-02T05:08:43+08:00 外国央行连续两周减持美债，官方需求松动意味着什么？ https://news.biyapay.com/news/analysis/16220 BiyaPay News zh 2026-10-02T04:38:35+08:00 美联储称私人信贷不构成重大威胁，但Metrics事件暴露的估值盲区是否被低估？