每日简报

2026-08-03

← 历史归档

microsoft/AI-For-Beginners

Jupyter Notebook · ★ 58,977 · 🍴 11,598 · 📈 2,629 stars today

12 Weeks, 24 Lessons, AI for All!

中文介绍 微软推出的12周AI入门课程,包含24节结构化教程,覆盖机器学习基础到实践项目,适合零基础学习者系统掌握人工智能核心技术。

usekaneo/kaneo

TypeScript · ★ 6,129 · 🍴 515 · 📈 496 stars today

🎯 All you need. Nothing you don't. Open source project management that works for you, not against you.

中文介绍 开源轻量级项目管理工具,采用极简设计哲学,提供看板、时间追踪等核心功能,帮助小团队实现高效敏捷开发流程。

lyogavin/airllm

Jupyter Notebook · ★ 25,627 · 🍴 2,882 · 📈 819 stars today

AirLLM 70B inference with single 4GB GPU

中文介绍 通过模型分片与显存优化技术,使70B大语言模型可在单张4GB显存GPU上完成推理,显著降低硬件门槛,适合边缘计算场景。

iv-org/invidious

Crystal · ★ 21,969 · 🍴 2,455 · 📈 305 stars today

Invidious is an alternative front-end to YouTube

中文介绍 YouTube替代前端服务,采用自托管架构实现视频流媒体去中心化,解决隐私泄露与广告干扰问题,适合注重数据安全的用户群体。

codecrafters-io/build-your-own-x

Markdown · ★ 534,817 · 🍴 50,554 · 📈 674 stars today

Master programming by recreating your favorite technologies from scratch.

中文介绍 通过从零实现经典软件(如Git、Docker)的编程训练营,帮助开发者深入理解底层原理,掌握系统设计方法论。

zhaoxuya520/reverse-skill

PowerShell · ★ 13,348 · 🍴 1,997 · 📈 1,141 stars today

Reverse Engineering / Authorized Penetration Testing / Security Research Skill Router Pack AI-powered routing + On-demand toolchain bootstrapping + Self-evolving knowledge base Supports Claude Code, Kiro, Cursor, Cline, and other AI coding clients 逆向/渗透/安全技能路由包 - AI 自动路由 + 按需自举工具链 + 自动进化经验库 | 支持 Cla

中文介绍 AI驱动的逆向工程与渗透测试工具链,集成自动化分析、漏洞挖掘与知识库自进化功能,支持安全研究人员快速构建攻击路径。

different-ai/openwork

TypeScript · ★ 20,299 · 🍴 2,087 · 📈 280 stars today

The open-source alternative to Claude Cowork (powered by opencode)

中文介绍 基于opencode开发的开源AI编程助手,提供类似Claude Cowork的代码协作体验,支持自然语言生成可执行代码,适合开发者提升编码效率。

microsoft/generative-ai-for-beginners

Jupyter Notebook · ★ 114,758 · 🍴 61,283 · 📈 588 stars today

21 Lessons, Get Started Building with Generative AI

中文介绍 微软推出的21课生成式AI实践指南,包含GPT微调、扩散模型等实战项目,帮助初学者快速掌握大模型应用开发方法论。

Panniantong/Agent-Reach

Python · ★ 64,675 · 🍴 5,346 · 📈 659 stars today

Give your AI agent eyes to see the entire internet. Read & search Twitter, Reddit, YouTube, GitHub, Bilibili, XiaoHongShu — one CLI, zero API fees.

中文介绍 统一命令行工具整合Twitter/Reddit/YouTube等平台数据抓取功能,通过分布式爬虫与缓存机制实现跨平台信息检索,零API成本适合自媒体运营。

TencentCloud/TencentDB-Agent-Memory

TypeScript · ★ 10,987 · 🍴 1,043 · 📈 602 stars today

TencentDB Agent Memory is a team-level memory hub for AI Agents — turning conversations, docs, and code into four reusable memory assets (Chat Memory, Skill, LLM-Wiki, Code-Graph) that are governed, shared, and equipped across agents and frameworks.

中文介绍 企业级AI Agent记忆中枢,将对话记录、文档等转化为可复用的四类知识资产,提供权限管控与版本管理功能,适合团队协作场景。

mvanhorn/last30days-skill

Python · ★ 56,870 · 🍴 4,975 · 📈 206 stars today

AI agent skill that researches any topic across Reddit, X, YouTube, HN, Polymarket, and the web - then synthesizes a grounded summary

中文介绍 AI技能模块可聚合Reddit/X/YouTube等10+平台近30天数据,通过多模态信息融合生成带引用的趋势报告,适合舆情监测与行业分析。

NomaDamas/k-skill

JavaScript · ★ 6,886 · 🍴 808 · 📈 177 stars today

한국인을 위한 스킬 모음집 - 에이전트를 한국인으로

中文介绍 针对韩国用户的AI技能包,优化韩语语义理解与本土化API对接,包含社交媒体分析、内容生成等预配置工作流,降低AI应用开发门槛。

HarbourMasters/Lighthouse

C · ★ 218 · 🍴 18 · 📈 65 stars today

中文介绍 未提供功能说明,需进一步查阅代码库确认具体用途。

antirez/ds4

C · ★ 19,984 · 🍴 1,774 · 📈 139 stars today

DeepSeek 4 Flash and PRO local inference engine for Metal, CUDA and ROCm

中文介绍 DeepSeek 4 Flash/PRO本地推理引擎,支持Metal/CUDA/ROCm多平台部署,通过KV缓存优化实现高吞吐生成,适合离线AI应用开发。

esengine/DeepSeek-Reasonix

Go · ★ 29,042 · 🍴 1,868 · 📈 333 stars today

DeepSeek-native AI coding agent for your terminal. Engineered around prefix-cache stability — leave it running.

中文介绍 终端原生AI编程助手,基于DeepSeek模型优化prefix-cache机制,支持长时间运行不中断的代码补全与重构,适合全栈开发者日常编码。

MiniMax H3: An Open Model Breaking the Boundaries Between Tasks and Modalities

@MiniMax_AI · 107.4K 粉丝 · 42.3K 阅 · 696 赞 · 103 转

Today, we're launching MiniMax H3, a general-purpose multimodal generation model. H3 understands unified context across text, images, video, and audio, generating video with native stereo sound, up to

中文介绍 MiniMax 发布 H3 通用多模态生成模型,统一处理文本、图像、视频和音频上下文,支持生成原生立体声视频内容,突破跨模态任务界限,代表 AI 生成技术的重要进展。

AI News Roundup!

@AITECHio · 455.4K 粉丝 · 32.6K 阅 · 512 赞 · 110 转

ChatGPT Can Now Talk While Running Your Computer OpenAI has taken AI agents another step forward. You can now have a natural voice conversation with ChatGPT while it operates your computer in the

中文介绍 OpenAI 推出 ChatGPT 新功能,AI 代理在操作电脑时可进行自然语音对话,实现实时人机交互,这是 AI 代理能力在计算机控制领域的关键升级,提升任务执行效率。

PayBox 101

@moonpay · 421.1K 粉丝 · 32.0K 阅 · 547 赞 · 62 转

MoonPay, the global financial technology company powering the movement of value across fiat and digital assets, has launched PayBox, the first payment vault built for AI that lets a person's AI agent

中文介绍 MoonPay 发布 PayBox 支付保险库,专为 AI 代理设计,支持 fiat 和数字资产的安全转移,是首个集成 AI 代理的金融工具,简化价值流动流程,推动金融科技与 AI 融合。

[AINews] not much happened today

apart from DeepSeek V4-Flash 0731, a quiet day.

中文介绍 除DeepSeek发布V4-Flash 0731外,今日AI行业动态相对平静。

Ten advances in mathematics and theoretical computer science

OpenAI shares new results on long-standing open problems in mathematics and theoretical computer science, including advances in geometry, cryptography, and complexity.

中文介绍 OpenAI公布数学与理论计算机科学十大进展,涵盖几何、密码学与复杂性等领域。

Advancing responsible AI across Europe

OpenAI shares how its safety, security, transparency, and provenance practices support responsible AI governance in Europe. The work will continue as the EU AI Act advances.

中文介绍 OpenAI阐述其安全与透明度实践如何支持欧盟AI治理,相关工作随《欧盟AI法案》推进持续进行。

Building abundant intelligence

A full-stack approach to making advanced AI more capable, more affordable, and more widely useful.

中文介绍 OpenAI提出全栈方法,旨在提升AI能力、降低成本并扩大应用范围。

Univé builds an AI-ready workforce

See how Univé built an AI-ready workforce with ChatGPT Enterprise by combining leadership, responsible governance, and employee-led innovation to transform work at scale.

中文介绍 Univé通过ChatGPT Enterprise结合领导层支持、责任治理及员工创新,成功打造AI就绪团队。

not much happened today

**DeepSeek** launched the public-beta of **DeepSeek-V4-Flash API**, boasting a significant post-training performance leap without architecture or size changes, achieving a **Terminal-Bench score of 82.7** and nearing **GPT-5.6 Luna's 51** score at about **60% lower cost per task**. The model feature

中文介绍 DeepSeek发布V4-Flash API公测版,Terminal-Bench得分达82.7,接近GPT-5.6 Luna的51分,任务成本降低约60%。

Disrupting a Criminal Scam Operation

OpenAI disrupted a Cambodia-based scam operation using ChatGPT to support investment, romance, gambling, and impersonation schemes.

中文介绍 OpenAI协助捣毁柬埔寨诈骗团伙,该团伙利用ChatGPT实施投资、感情诈骗及冒充等犯罪。

A fundamental flaw leaves LLMs strikingly vulnerable to attack

It is impossible to make large language models fully secure against hacks because of a fundamental flaw in how they work, a team of researchers argue in a paper presented at the International Conference on Machine Learning, a top AI conference, this month. The claim has huge implications for the saf

中文介绍 MIT Tech Review指出大语言模型因根本缺陷易受攻击,相关研究发表于ML大会,引发安全隐忧。

Advancing the price-performance frontier with GPT-5.6

Explore lower GPT‑5.6 pricing for Luna and Terra—and how OpenAI’s more efficient models help enterprises deploy AI workflows at scale.

中文介绍 OpenAI降低GPT-5.6 Luna与Terra模型价格,助力企业规模化部署AI工作流。

not much happened today

**OpenAI** aggressively cut prices for **GPT-5.6 Luna** by 80% and **Terra** by 20%, introducing a faster **Sol Fast** tier with up to 2.5× lower latency at double the price, improving agent workflow costs by roughly 10×. The **ARC-AGI-3** debate highlighted that the complete agent system, including

中文介绍 OpenAI将GPT-5.6 Luna降价80%,Terra降20%,新增Sol Fast层级,延迟降低2.5倍但价格翻倍,使工作流成本约降10倍。

市场总览

当前市场呈现风险资产分化格局。美股方面,SPY 报 747.03,距 52 周高仅 1.76%,SMA20/50/200 多头排列,RSI14 为 53,整体偏强;但 QQQ 报 687.99 跌破 SMA20(701.02)和 SMA50(715.09),RSI14 为 45.1,科技权重偏弱;NVDA 出现 MACD 死叉,AAPL 同样形成死叉并单日下跌 7.35%,显示个股层面分歧加大。加密市场恐慌贪婪指数为 28(恐慌区间),总市值 2.26T(24h +1.18%),BTC 主导率 56.3%、ETH 10%,BTC 报 63379.51 趋势中性,ETH 报 1877.91 出现 MACD 死叉,SOL 呈空头排列,整体偏谨慎。中概股表现活跃,BABA 涨 5.1%、PDD 涨 7.14%、JD 涨 9.34%、0700.HK 涨 9.34%,JD RSI 达 79.1 超买,腾讯形成 MACD 金叉。商品外汇方面,黄金期货报 4129.5 近 1 日涨 1.99% 但趋势仍呈空头排列,WTI 原油跌 4.71%,美元/人民币 6.75 接近 52 周低。宏观指标中 VIX 恐慌指数跌至 15.99(近 5 日 -13.94%)空头排列,10 年美债收益率 4.75% 多头排列接近 52 周高,美元指数 99.71 出现 MACD 死叉。整体看,市场处于风险偏好回升与个股超买风险并存的格局。

今日关注

MSFT 微软 (MSFT)
偏上行

当前价格 464.72,近 5 日上涨 21.75%,RSI14 达 74.5 已进入超买区间。MACD 为 9.30 高于信号线 1.83,动量偏强。价格站上 SMA200(433.58)但距 52 周高仍有 16.07% 空间,短期动量强劲但需警惕超买修正。

AAPL 苹果 (AAPL)
偏下行

当前价格 308.91,近 1 日下跌 7.35%,近 5 日累计下跌 7.24%。MACD(6.89)低于信号线(8.26)形成死叉信号。RSI14 为 43.2 处于中性偏弱区间,价格已跌破 SMA20(324.37)与 SMA50(309.50),技术面呈空头特征。

TSLA 特斯拉 (TSLA)
偏下行

当前价格 311.21,RSI14 为 31.7 逼近超卖区但未达超卖阈值。MACD(-25.72)远低于信号线(-18.79),MACD 柱状线持续负值。价格低于 SMA20、SMA50、SMA200 三线(空头排列),距 52 周高跌幅达 37.61%,技术面偏空。

JD 京东 (JD)
偏上行

当前价格 33.01,近 5 日上涨 9.34%,RSI14 达 79.1 处于超买状态。MACD(1.15)高于信号线(0.77),金叉后动量延续。价格同时站上 SMA20(29.74)、SMA50(28.83)和 SMA200(29.44),多头排列,距离 52 周高仍有 10.44% 空间。

BTC-USD 比特币 (BTC-USD)
中性

当前价格 63379.51,近 1 日微涨 0.98%,近 5 日跌 0.77%。RSI14 为 47 处于中性区间,MACD(-100.60)与信号线(124.16)背离明显,MACD 柱状线为负但尚未触发明确金叉或死叉。价格介于 SMA50(63349)和 SMA200(71125)之间,趋势中性,市场等待方向确认。

全部资产

^VIX

VIX 恐慌指数

$15.99 -6.44%
5 日
-13.94%
距 52w 高
-54.7%
RSI(14)
45.0
趋势
空头
SMA 20 / 50 / 200
17.23 / 17.38 / 18.70
MACD / 信号
0.150 / 0.150
空头排列

^TNX

10Y 美债收益率 (%)

$4.75 +1.76%
5 日
+1.41%
距 52w 高
-0.0%
RSI(14)
66.6
趋势
多头
SMA 20 / 50 / 200
4.60 / 4.53 / 4.28
MACD / 信号
0.050 / 0.043
接近 52 周高多头排列

DX-Y.NYB

美元指数 DXY

$99.71 -0.09%
5 日
-1.77%
距 52w 高
-2.1%
RSI(14)
34.2
趋势
中性
SMA 20 / 50 / 200
100.89 / 100.44 / 99.14
MACD / 信号
-0.079 / 0.130
MACD 死叉 (4 天前)接近 52 周高

SPY

S&P 500 ETF

$747.03 +0.72%
5 日
+1.10%
距 52w 高
-1.8%
RSI(14)
53.0
趋势
多头
SMA 20 / 50 / 200
745.69 / 744.99 / 700.39
MACD / 信号
-0.822 / -0.051
接近 52 周高多头排列

QQQ

Nasdaq 100 ETF

$687.99 +0.65%
5 日
+0.55%
距 52w 高
-8.1%
RSI(14)
45.1
趋势
中性
SMA 20 / 50 / 200
701.02 / 715.09 / 645.04
MACD / 信号
-10.015 / -7.481

AAPL

Apple

$308.91 -7.35%
5 日
-7.24%
距 52w 高
-10.3%
RSI(14)
43.2
趋势
中性
SMA 20 / 50 / 200
324.37 / 309.50 / 277.96
MACD / 信号
6.891 / 8.256
MACD 死叉 (今天)

MSFT

Microsoft

$464.72 +3.02%
5 日
+21.75%
距 52w 高
-16.1%
RSI(14)
74.5
趋势
中性
SMA 20 / 50 / 200
396.87 / 399.40 / 433.58
MACD / 信号
9.300 / 1.831
RSI 超买

NVDA

Nvidia

$200.75 +2.93%
5 日
-2.94%
距 52w 高
-15.1%
RSI(14)
48.3
趋势
中性
SMA 20 / 50 / 200
203.30 / 206.17 / 193.11
MACD / 信号
-1.955 / -0.994
MACD 死叉 (4 天前)

GOOGL

Alphabet

$356.13 +6.73%
5 日
+11.38%
距 52w 高
-12.8%
RSI(14)
54.3
趋势
中性
SMA 20 / 50 / 200
348.05 / 358.74 / 326.27
MACD / 信号
-6.143 / -6.625
MACD 金叉 (今天)

TSLA

Tesla

$311.21 +0.76%
5 日
-0.58%
距 52w 高
-37.6%
RSI(14)
31.7
趋势
空头
SMA 20 / 50 / 200
363.93 / 390.76 / 411.60
MACD / 信号
-25.724 / -18.794
空头排列

META

Meta

$556.71 +3.28%
5 日
-6.47%
距 52w 高
-30.1%
RSI(14)
37.8
趋势
空头
SMA 20 / 50 / 200
620.80 / 602.18 / 634.49
MACD / 信号
-9.553 / 1.591
空头排列
加密恐慌贪婪
28
恐慌
加密总市值
$2.26 T
+1.18% / 24h
BTC 主导率
56.3%
ETH 10.0%
24h 成交量
$39.1 B
活跃币 18,107

BTC-USD

Bitcoin

$63,379.51 +0.98%
5 日
-0.77%
距 52w 高
-49.8%
RSI(14)
47.0
趋势
中性
SMA 20 / 50 / 200
64,433.12 / 63,349.16 / 71,124.67
MACD / 信号
-100.598 / 124.163

ETH-USD

Ethereum

$1,877.91 +1.87%
5 日
-2.19%
距 52w 高
-62.1%
RSI(14)
52.6
趋势
中性
SMA 20 / 50 / 200
1,889.56 / 1,780.61 / 2,095.19
MACD / 信号
24.446 / 33.673
MACD 死叉 (4 天前)

SOL-USD

Solana

$73.34 +2.05%
5 日
-0.49%
距 52w 高
-71.0%
RSI(14)
44.8
趋势
空头
SMA 20 / 50 / 200
75.28 / 74.97 / 85.71
MACD / 信号
-0.843 / -0.443
空头排列

BABA

阿里巴巴 (BABA)

$122.25 +5.10%
5 日
+9.02%
距 52w 高
-36.5%
RSI(14)
64.2
趋势
中性
SMA 20 / 50 / 200
113.41 / 114.08 / 141.06
MACD / 信号
1.808 / 0.888

PDD

拼多多 (PDD)

$88.56 +1.28%
5 日
+7.14%
距 52w 高
-36.5%
RSI(14)
60.1
趋势
中性
SMA 20 / 50 / 200
85.12 / 84.14 / 103.82
MACD / 信号
0.933 / 0.376

JD

京东 (JD)

$33.01 +2.17%
5 日
+9.34%
距 52w 高
-10.4%
RSI(14)
79.1
趋势
中性
SMA 20 / 50 / 200
29.74 / 28.83 / 29.44
MACD / 信号
1.153 / 0.772
RSI 超买

0700.HK

腾讯控股 (0700.HK)

HK$475.20 +0.72%
5 日
+9.34%
距 52w 高
-30.4%
RSI(14)
57.1
趋势
中性
SMA 20 / 50 / 200
461.55 / 449.76 / 539.82
MACD / 信号
3.361 / 2.135
MACD 金叉 (1 天前)

GC=F

黄金期货

$4,129.50 +1.99%
5 日
+1.35%
距 52w 高
-26.1%
RSI(14)
51.9
趋势
空头
SMA 20 / 50 / 200
4,065.90 / 4,192.89 / 4,479.45
MACD / 信号
-28.550 / -45.625
空头排列

CL=F

WTI 原油期货

$80.68 -4.71%
5 日
-2.34%
距 52w 高
-32.5%
RSI(14)
48.7
趋势
中性
SMA 20 / 50 / 200
80.89 / 81.86 / 75.90
MACD / 信号
1.151 / 0.901

USDCNY=X

美元 / 人民币

¥6.75 -0.07%
5 日
-0.32%
距 52w 高
-6.4%
RSI(14)
32.6
趋势
空头
SMA 20 / 50 / 200
6.77 / 6.78 / 6.91
MACD / 信号
-0.007 / -0.004
接近 52 周低空头排列
风险提示

本报告仅基于公开行情数据计算的技术指标进行客观描述,所有结论均基于过去走势不代表未来表现,不构成任何投资建议。报告内容仅供技术指标解读参考,请读者结合自身风险承受能力独立判断。

News live: Australian company ‘deeply saddened’ by fatal collision of its two firefighting helicopters in Greece

Meanwhile fuel excise cut, imposed after outbreak of Iran conflict, ended at midnight on Monday. Follow today’s news live Angus Taylor and Anthony Albanese on leave this week The opposition leader, Angus Taylor, is on leave for most of this week, his office has announced, with the deputy leader, Jan

中文摘要 澳大利亚公司因两架消防直升机在希腊碰撞事故致两名机组人员死亡表示悲痛,事故另致两名船员幸存。

Brazil’s Lula launches fourth-term bid, focuses on national sovereignty

Lula seeks to use Bolsonaro family ties with Trump to cast election as fight against submission to foreign interests.

中文摘要 巴西总统卢拉宣布第四次竞选,聚焦国家主权议题,并提及博索纳罗家族与特朗普家族的联系以塑造选举性质。

Sudan army drone attack on Darfur kills 35, rights group says

Tens of thousands of people have been killed in the ongoing war between army chief al-Burhan and RSF commander Dagalo.

中文摘要 苏丹军队对达尔富尔的无人机袭击造成35人死亡,人权组织称冲突已导致数万人死亡。

Tourist Plane Crashes in Peru, Killing All 13 Aboard

The flight had taken off from the coastal city of Pisco to view the ancient geoglyphs in the desert, a popular tourist attraction.

中文摘要 秘鲁一架从皮斯科起飞前往纳斯卡观看地画遗迹的观光客机坠毁,机上13人全部遇难。

In Ceuta, Far-Right Leaders Call on Spain to Expel Migrants

Far-right politicians and activists are flocking to the Spanish territory on the northern coast of Africa, fueling tensions there days after thousands of migrants entered the exclave.

中文摘要 西班牙休达遭遇数千移民涌入后,极右翼政要聚集呼吁政府驱逐非法移民,加剧当地紧张局势。

Wildfires force mass evacuations across the Pacific Northwest

Fast-moving wildfires are forcing evacuations across Washington State, US and nearby British Columbia, Canada.

中文摘要 美国华盛顿州及加拿大不列颠哥伦比亚省因快速蔓延的野火实施大规模居民疏散。

Unraveling the Chaos in Ceuta

Whatever caused the migrant surge in the Spanish territory, it’s already shaking up European politics.

中文摘要 西班牙休达移民潮已引发欧洲多国政治变动,事件原因仍在调查中。

Canada’s WestJet Cancels Trips Amid Strike By Flight Attendants

Labor talks resumed on Sunday between the airline and union representing 4,400 flight attendants, who want improved wages and compensation for unpaid work.

中文摘要 加拿大西部航空公司因4400名空乘人员罢工取消部分航班,劳资谈判于周日重启,员工要求提高薪酬并追讨未付工资。

Trump backs down on Iran strikes in expectation of ‘rapidly’ reaching a deal

US president claims delay is also in response to requests from Iran and other countries in the region Donald Trump has said he cancelled planned military strikes against Iran on the basis of “rapidly” reaching a deal on its nuclear programme and the full reopening of the strait of Hormuz. The US pre

中文摘要 特朗普取消对伊朗的军事打击计划,称拟通过‘迅速达成协议’解决核问题并开放霍尔木兹海峡,同时回应沙特等国关切。

Is Washington dictating the agenda for talks in Venezuela?

Venezuela's government and a section of the opposition plan to hold talks, backed by the US.

中文摘要 委内瑞拉政府与部分反对派在美国支持下计划举行对话,引发关于美方主导谈判议程的质疑。

Gold Gains as Iran Talks Ease Concerns Over Interest-Rate Hike

Gold advanced after US President Donald Trump said fresh negotiations with Iran would begin later Monday, raising hopes for a breakthrough in the months-long conflict that would ease energy-driven inflation.

中文摘要 黄金价格因特朗普宣布重启与伊朗谈判而上涨,市场预期能源相关通胀压力将缓解。

US Treasury’s Firepower for Yen Support May Be Limited, JPM Says

The US Treasury has limited liquid resources to support further coordinated currency intervention alongside Japan, though its firepower could be expanded substantially if officials resort to more extraordinary measures, according to JPMorgan Chase & Co.

中文摘要 摩根士丹利指出,美国财政部可用于联合干预日元的流动资源有限,但若采取非常措施可扩大支持规模。

Yen Bears Face Risks on Joint US-Japan Action, Strategists Say

Strategists say the coordinated intervention between Japan and the US increases the risk for anyone betting against the currency. President Donald Trump said the US joined a currency-market intervention that lifted the yen last week as a sign of friendship with Japan.

中文摘要 战略师警告,美日联合干预日元可能增加做空者风险,特朗普称此举是向日本示好的友谊信号。

Morgan Stanley Sees 36% Upside to Korean Stocks After ‘Washout’

Morgan Stanley upgraded South Korean stocks to overweight, saying the recent “leverage washout” offers investors a better entry point into the artificial intelligence trade and industrial super-cycle theme.

中文摘要 摩根士丹利将韩国股市评级上调至超配,认为近期市场洗盘为投资者进入人工智能投资提供了36%涨幅空间。

Japanese Stocks Set to Fall on Yen Worries, Kioxia Guidance Miss

Japanese stock futures pointed to a lower open as traders remain on alert for further yen intervention after Tokyo and New York coordinated to support the currency. Kioxia Holdings Corp. may come under pressure after its profit forecast missed analysts’ expectations.

中文摘要 日本股市因日元干预担忧及铠侠盈利预警不及预期,期货预示低开。

Oil Declines on Iran Deal Optimism, Yen in Focus: Markets Wrap

Oil dropped and US equity-index futures rose after President Donald Trump said fresh US-Iran talks would begin Monday, boosting optimism the two sides could reach a deal to reopen the Strait of Hormuz.

中文摘要 油价下跌且美股期货上涨,因特朗普宣布重启美伊谈判,市场预期霍尔木兹海峡有望重开。

Latest Oil Market News and Analysis for Aug. 3

Oil fell after US President Donald Trump said new talks with Iran would begin on Monday after he called off a planned attack on the Islamic Republic.

中文摘要 特朗普取消对伊朗军事行动并宣布周一重启谈判后,国际油价应声下跌。

Bessent Says More Steps Possible on Yen as Trump Praises Japan

US Treasury Secretary Scott Bessent said that the US stepped in to help fight “disorderly” movements in the yen and is ready to keep helping Japan, while President Donald Trump said the currency-market intervention was a sign of friendship with Tokyo.

中文摘要 美国财政部参与干预日元以应对‘无序波动’,贝森特表示愿继续协助日本,特朗普称此举彰显美日友谊。

Trump Says US Intervention in Yen Was ‘A Signal of Friendship’

“It was a signal of friendship,” President Donald Trump says after being asked why the US intervened to support the Japanese yen.

中文摘要 特朗普回应称美国干预日元是‘友谊信号’,以支持日本稳定汇率。