2026年3月6日 (周五)
美元走强叠加美联储前景，金价承压下跌 · 债券交易员认为今年不降息的可能性增大 · 议员将提交加强联邦反贫困计划的法案：Warren称其为"关键的生命线"
美元走强叠加美联储前景，金价承压下跌 · 债券交易员认为今年不降息的可能性增大 · 议员将提交加强联邦反贫困计划的法案：Warren称其为"关键的生命线"
美元走强叠加美联储前景，金价承压下跌
受美元走强和货币宽松预期减弱的压力，金价下跌，而中东战争进入第六天仍无缓和迹象。（来源：bloomberg.com）
宏观变量（美元、油价、利率预期）正主导风险资产定价。若降息路径出现动摇，高估值板块（科技/成长股）将首当其冲面临波动加剧。
- 01 发布时间：2026-03-04T23:25:59.000Z — 最新动态
- 02 来源：Bloomberg Markets (bloomberg.com)
- 03 排名分数：7.65（权重1.5）
- 04 摘要：Gold declined, pressured by strength in the dollar and the prospect of less monetary easing as the war in the Middle East entered a sixth da
短线交易者：对油价/美元/利率新闻高度敏感 — 重要数据发布前后降低杠杆
长线投资者：波动区间是再平衡机会 — 以目标配比为基准分批买入/管理现金
板块观察：关注黄金、能源、国防等对冲类资产动向
风险：地缘政治/政策事件突变 — 提前设定止损/对冲规则（期权、现金比例）
债券交易员认为今年不降息的可能性增大
债券期权交易员越来越多地押注美联储今年将不会降息，因为中东冲突加剧推高了油价并威胁推升通胀。（来源：bloomberg.com）
宏观变量（美元、油价、利率预期）正主导风险资产定价。若降息路径出现动摇，高估值板块（科技/成长股）将首当其冲面临波动加剧。
- 01 发布时间：2026-03-05T18:28:58.000Z — 最新动态
- 02 来源：Bloomberg Markets (bloomberg.com)
- 03 排名分数：7.5（权重1.5）
- 04 摘要：Bond options traders are increasingly betting that the Federal Reserve will forgo any rate cuts this year, as an intensifying conflict in th
短线交易者：对油价/美元/利率新闻高度敏感 — 重要数据发布前后降低杠杆
长线投资者：波动区间是再平衡机会 — 以目标配比为基准分批买入/管理现金
板块观察：关注黄金、能源、国防等对冲类资产动向
风险：地缘政治/政策事件突变 — 提前设定止损/对冲规则（期权、现金比例）
议员将提交加强联邦反贫困计划的法案：Warren称其为"关键的生命线"
补充保障收入（SSI）于1972年创立，旨在帮助国内最弱势群体。该计划的部分功能已数十年未更新。（来源：cnbc.com）
宏观变量（美元、油价、利率预期）正主导风险资产定价。若降息路径出现动摇，高估值板块（科技/成长股）将首当其冲面临波动加剧。
- 01 发布时间：2026-03-05T13:40:02.000Z — 最新动态
- 02 来源：CNBC Top News (cnbc.com)
- 03 排名分数：6.63（权重1.3）
- 04 摘要：Supplemental Security Income, or SSI, was created in 1972 to help the nation's most vulnerable. Some features of the program have not been u
短线交易者：对油价/美元/利率新闻高度敏感 — 重要数据发布前后降低杠杆
长线投资者：波动区间是再平衡机会 — 以目标配比为基准分批买入/管理现金
板块观察：关注黄金、能源、国防等对冲类资产动向
风险：地缘政治/政策事件突变 — 提前设定止损/对冲规则（期权、现金比例）
据报道Trump寻求加强AI芯片出口管控，Nvidia股价下跌
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
财报实况：Marvell盘后大涨，Costco业绩超预期却下跌
The S&P 500 was on track for double-digit earnings growth, with more than half of companies having reported Q4 results so far.
道指期货：油价飙升拖累股市，Broadcom和Nvidia逆势上涨收窄跌幅
Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The February jobs report is on tap. Costco Wholesale and Marvell Technology headlined earnings after the close.
通胀威胁冲击美联储降息前景，美债收益率攀升
Treasuries fell for a fourth day — lifting yields to the highest levels in several weeks — as rising oil prices ignited inflation expectations and dented the outlook for Federal Reserve interest-rate cuts.
Medtronic宣布2026财年第四季度现金分红
The board of directors of Medtronic plc (NYSE:MDT) on Thursday, March 5, 2026, approved the company's cash dividend for the fourth quarter of fiscal year 2026 of $0.71 per ordinary share. This quarterly declaration is consistent with the dividend increase announcement made by the company in May 2025. Medtronic is a constituent of the S&P 500 Dividend Aristocrats index, having increased its annual dividend payment for the past 48 consecutive years. The dividend is payable on April 17, 2026, t