🚨 活跃

🌅 每日参考

每天早上，筛选真正重要的 3 件事——在你打开组合之前。

📡 数据更新: Jul 20, 2026 · 06:00 AM ET

第一部分 · 全球大事记

近12小时

WAR

📡 Washington Post · AP News · Reuters 🕐 2h ago

GEOPOLITICS

📡 CNBC · Bloomberg · Reuters 🕐 4h ago

ENERGY

📡 OilPrice.com · Reuters · Bloomberg 🕐 5h ago

📡 BBC · The Guardian · Financial Times 🕐 5h ago

EARNINGS

📡 Bloomberg · Yahoo Finance · WSJ 🕐 3h ago

BONDS

📡 Bloomberg · Reuters 🕐 4h ago

📡 EU Commission · Reuters · SCMP 🕐 3h ago

GOLD

📡 Kitco · Bloomberg · Reuters 🕐 6h ago

CRYPTO

📡 CoinDesk · The Block · Bloomberg 🕐 3h ago

ECONOMY

📡 Bloomberg · Reuters · WSJ 🕐 8h ago

GEOPOLITICS

📡 Nikkei · Reuters · Bloomberg 🕐 5h ago

REGULATORY

📡 EU Commission · FTC · SCMP · Reuters 🕐 6h ago

第二部分 · 社交舆情温度计

🤖 r/WallStreetBets

58°

🐦 X/Twitter

62°

🇨🇳 Weibo/雪球

70°

🟢

🟡

🔴

🟡

第三部分 · 大师智库全资产预判

AI Powered

SPY class="text-sm font-medium text-slate-300"

$743.29 ▼ 0.99%

QQQ class="text-sm font-medium text-slate-300"

$695.33 ▼ 1.50%

DIA class="text-sm font-medium text-slate-300"

$520.81 ▼ 0.77%

GOLD class="text-sm font-medium text-slate-300"

$3,995.30 ▲ 0.27%

SILVER class="text-sm font-medium text-slate-300"

$55.89 ▼ 2.1%

WTI class="text-sm font-medium text-slate-300"

$82.47 ▼ 12.3%

BRENT class="text-sm font-medium text-slate-300"

$88.56 ▼ 7.8%

NG class="text-sm font-medium text-slate-300"

$2.889 ▼ 3.5%

BTC class="text-sm font-medium text-slate-300"

$64,598 ▲ 1.27%

ETH class="text-sm font-medium text-slate-300"

$1,872 ▲ 0.47%

Asset
🇺🇸 SPY	🟡 NEUTRAL	Druckenmiller, Tepper	Burry, Klarman, Taleb	⚡ 分化 · 等待Big Tech财报
📉 QQQ	🔴 SHORT	Cathie Wood, Chamath	Burry, Klarman, Druckenmiller	⚡ 分化→偏空 · T2 $695已接近
🇯🇵 Nikkei	🔴 SHORT	—	Burry, PTJ, Klarman	✅ 一致偏空
🇭🇰 HSI	🔴 SHORT	—	Klarman, Druckenmiller	⚡ 分化→偏空 · AliExpress罚款拖累
🇨🇳 Shanghai	🔴 SHORT	—	Burry, Klarman	⚡ 分化→偏空 · 监管风暴
🏛️ US10Y	🔴 SHORT (BONDS)	—	PTJ, Druckenmiller, Burry	✅ 一致看空固收
💵 DXY	🟢 LONG	Druckenmiller, Burry	Dalio, Rogers	⚡ 分化 · 鹰派Fed支撑美元
💶 EUR/USD	🔴 SHORT	—	Druckenmiller, PTJ	⚡ 分化→偏空
🥇 Gold	🟡 NEUTRAL	Dalio, PTJ, Raoul Pal	Burry (短期), Klarman	⚡ 分化 · $3,960-$4,025拉锯
🛢️ WTI	🟡 NEUTRAL	PTJ, Haye (逢低买入)	Burry, Klarman (和平交易)	⚡ 高度分化 · 和平vs战争
🔩 Copper	🔴 SHORT	Rogers, Dalio	Burry, Klarman, Druckenmiller	⚡ 分化→偏空
₿ BTC	🟡 NEUTRAL	Raoul Pal, Arthur Hayes	Buffett, Klarman, Taleb	⚡ 分化 · 窄幅震荡
🔷 ETH	🟡 NEUTRAL	Burniske	GCR, CL	⚡ 分化 · 缺乏催化剂
📊 VIX	🟢 LONG (VOL)	Taleb, PTJ	—	🔒 高度看多波动率

🛢️

Oil Divide — PTJ vs Burry

🟡 MAX DIVERGENCE

📉

Michael Burry — QQQ T2 $695 Imminent

🔴 SHORT QQQ ✅ NEAR T2

🇬🇧

UK's New Era — Andy Burnham Effect

🟢 BULLISH GBP

🥇

Ray Dalio — Gold $3,995: Paradigm Intact

🟢 LONG GOLD

第四部分 · 金融交易信号

High Conviction

🛢️

WTI Long (Dip Buy) 🟢 HIGH CONVICTION

#1/3

$80.00 - $83.00

$89 / $95

$77.50

1-3 weeks

PTJ · Rogers · Haye

📉

QQQ Short (Partial TP) 🟡 MODERATE

#2/3

$715 - $720 ✅ (已入场)

$705 ✅ / $695 ✅ / $680 🎯

$710 (已下移)

1-2周 (减仓)

Burry · Klarman · Druckenmiller

🥇

Gold Long (Dip Buy) 🟡 MODERATE

#3/3

$3,960 - $4,000

$4,050 / $4,110

$3,920

2-4 weeks

Dalio · PTJ · Raoul Pal

30% Core Long

15% Hedge

55% Cash

核心多仓: 原油(逢低) · 黄金对冲: QQQ空头(部分止盈) · VIX期权现金: 55% 等Big Tech财报 + PCE落地

第五部分 · 前瞻推演与经济日历

Mon 10:00 AM	🇺🇸 Andy Burnham Inaugural Address	—	—	HIGH
Mon TBD	🛢️ OPEC+ Emergency Meeting	—	—	HIGH
Tue 4:00 PM	🍎 Apple Q2 Earnings	EPS $2.45	$2.38	HIGH
Wed 9:00 AM	🇺🇸 Existing Home Sales (Jun)	4.12M	4.08M	Medium
Wed 4:00 PM	💻 Microsoft Q2 Earnings	EPS $3.52	$3.45	HIGH
Thu 8:30 AM	🇺🇸 Core PCE Price Index (Jun)	+0.15% MoM	+0.12%	HIGH
Thu 4:00 PM	📦 Amazon Q2 Earnings + Alphabet	—	—	HIGH
Fri 10:00 AM	🇺🇸 U. Michigan Sentiment (Jul Final)	66.5	65.2	Medium

省下 2 小时研究时间。做一个更冷静的决定。

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⚠️ 非投资建议。请自行研究 (DYOR)。