超級審判週：聯準會新時代、地緣政治轉向與 AI 基礎設施大戰
隨著鮑爾卸任，華許接掌聯準會，市場進入「超級審判週」。川普的高規格訪中與關鍵的 3.8% CPI 預期數據即將到來，BBX Research 為您深度解析總經板塊位移，以及由 260 億美元 Cerebras IPO 引發的 AI 推論大戰。
Latest
超级审判周：美联储新时代、地缘政治转向与 AI 基础设施之战
随着鲍威尔卸任，凯文·沃什接掌美联储，市场进入“超级审判周”。特朗普的高规格访华与关键的 3.8% CPI 预期数据即将到来，BBX Research 为您深度分析宏观板块位移，以及由 260 亿美元 Cerebras IPO 引发的 AI 推理之战。
The Super Judgment Week: A New Fed Era, Geopolitical Pivots, and the AI Infrastructure War
Markets enter "Super Judgment Week" as Jerome Powell exits and Kevin Warsh takes the Fed helm. With Trump's high-stakes China visit and a crucial 3.8% CPI print on the horizon, BBX Research analyzes the macro shifts and the AI inference war triggered by the $26B Cerebras IPO.
大陸居民如何買美股？2026 全球資產配置的「窄門」與鏈上新路徑
本文將深度盤點現存合規管道的侷限性，並為您揭示一種基於穩定幣（USDT / USDC）的全新鏈上交易路徑，實現 7/24 全球資產配置。
大陆居民如何买美股？2026 全球资产配置的“窄门”与链上新路径
本文将深度盘点现存合规渠道的局限性，并为你揭示一种基于稳定币（USDT/USDC）的全新链上交易路径，实现 7/24 全球资产配置。
How Can Mainland Residents Buy U.S. Stocks? The "Narrow Gate" of Global Asset Allocation in 2026 and the New On-Chain Path
This article provides an in-depth review of the limitations of existing compliant channels and reveals a brand-new on-chain trading path natively settled in stablecoins (USDT/USDC), enabling 24/7 global asset allocation.
AMD的財報大漲不只是因為擊敗預期，而是市場對AI運算的重新定價
AMD第一季業績擊敗預期引發了盤後的劇烈重新定價，這主要受到資料中心強勁成長、樂觀的第二季財測，以及市場對AMD作為核心AI運算基礎設施資產重拾信心的推動。在BBX.com上交易AMD。
AMD的财报反弹不仅是因为业绩超预期，更是市场对AI算力的重新定价
AMD一季度业绩超预期引发了盘后的剧烈重新定价，这主要受到数据中心强劲增长、乐观的二季度指引，以及市场对AMD作为核心AI算力基础设施资产重拾信心的推动。在BBX.com上交易AMD。
AMD’s Earnings Rally Was Not Just About a Beat. It Was About When the Market Repriced AI Compute
AMD’s Q1 beat triggered a sharp after-hours repricing, driven by strong data center growth, upbeat Q2 guidance, and renewed confidence in AMD as a core AI compute infrastructure asset. Trade AMD on BBX.com.
AI 算帳日與分裂的美聯儲：宏觀新現實
AI 狂熱正遭遇現實？我們深入分析美聯儲歷史性的 8-4 分裂、鮑威爾的留任策略，以及為何巨額 AI 資本支出即便在營收創紀錄的情況下仍令投資者不安。AI 「大考」已經拉開帷幕。
AI 算账日与分裂的美联储：宏观新现实
AI 狂热正遭遇现实？我们深入分析美联储历史性的 8-4 分裂、鲍威尔的留任策略，以及为何巨额 AI 资本开支即便在营收创纪录的情况下仍令投资者不安。AI “大考”已经拉开帷幕。
The AI Reckoning and the Fractured Fed: A New Macro Reality
Is the AI hype finally meeting reality? We dive into the historic 8-4 Fed split, Powell's strategic transition, and why Big Tech's massive AI CapEx is rattling investors despite record revenues. The AI 'Big Exam' has begun.
Whale Watch & Alpha Signals
Whale Watch: The Smart Money Waterloo — Inside pension-usdt.eth's $16.2M Short Squeeze Trap
Whale Watch: The Smart Money Waterloo! 🚨 Legendary trader pension-usdt.eth is currently drowning in a $16.24 Million floating loss. Armed with a $126M short on BTC and ETH, this whale has surrendered 58% of their lifetime profits.
Market Insights
The Great Divergence: Intel’s AI Blowout vs. The Geopolitical Energy Brake
Intel's $0.29 EPS fuels a historic 16-day AI rally, yet Hormuz tensions push oil to $107. BBX Research analyzes the "Great Divergence": Can AI growth outrun the energy shock? Included: Technical targets for QQQ & BTC.
Market Insights
What is the VIX Index? Finding the Profit Behind "Fear" in Market Turbulence
The VIX index is the core metric for measuring expected volatility in the US stock market. This guide explores the meaning of high/low VIX readings and how to avoid deadly traps in volatility products.
Market Insights
Beyond the Dashboard: Why Tesla’s Q1 2026 Pivot is the Most Underpriced Alpha in the Mag7
Forget the EV noise. Tesla’s Q1 2026 beat reveals a shift to an AI & Energy giant. With 21.1% margins, 1.28M FSD users, and record 39.5% energy profits, $TSLA is the Mag7's best catch-up trade. See why the narrative just changed and why BBX traders are positioning now.
Market Insights
The ‘Most Hated’ Rally: Why S&P 7,000 is a Minefield of Political Chaos and Mechanical FOMO
The S&P 500 hit 7,000, but is it a trap? Fueled by mechanical FOMO and the SEC's PDT rule removal, the market faces a "de-risking" event. With the Fed leadership crisis peaking on May 15 and inflation returning, here is why the "most hated rally" is a minefield for investors.
Market Insights
Whale Watch: Liquidity Fracture and the Institutional Rotation into Tokenized RWA
Discover why institutional capital is rotating into Tokenized RWAs this April. Analyze the on-chain data driving the shift toward 24/7 tokenized equities and gold.
Market Insights
Navigating the 7,000 Threshold: 2026 Q1 Earnings, Geopolitical Volatility, and the "Smart Money" Hedge
Deep dive into the 2026 Q1 US earnings season: analyzing Trump's macro impact, the 46% tech profit surge, and why institutional investors are buying 5M Puts while S&P 500 approaches the 7000 mark.
Market Insights
Hedging Mid-East Volatility
Explore how the fragile Mid-East ceasefire and Intel's massive AI partnership with Elon Musk are reshaping the S&P 500. Learn why using USDT to trade US stocks is the ultimate hedge against geopolitical volatility and the key to capturing the next AI-driven rally.
RWA University & Academy
What is the VIX (Fear Index)? A 3-Minute Guide to the Market's Barometer
The VIX, or Fear Index, is the ultimate gauge of market volatility expectations. Discover how the VIX works, how to read its signals, and how to hedge your portfolio.
Market Insights
Crypto Overtakes TradFi: Why Stablecoins are the New Settlement Layer
Stablecoins have officially surpassed the US ACH system in transaction volume, hitting $7.2T. Explore the macro shift as crypto overtakes traditional finance, the impact of US employment data, and why the "quantum threat" is accelerating the move to secure RWA integration.
RWA University & Academy
Breaking the Linear Growth Bottleneck: Deconstructing the "Fractional Kelly" Engine for Asymmetric Compounding
The Sharpe ratio measures how much excess return an investment portfolio generates for every unit of total risk it takes. This article provides an in-depth analysis of the core formula and practical applications of the Sharpe ratio, helping you scientifically evaluate your actual investment returns.
RWA University & Academy
Stop Using Live Capital as a Sandbox: Institutional "System Backtesting" and Positive Expected Value (+EV) Validation
You’ve mastered technical analysis and risk management, but does your system actually make money? Unverified strategies are just illusions. Learn how to use institutional quantitative thinking to conduct Backtesting and Forward Testing to discover true Positive Expected Value (+EV).