To The Moon

苹果在财报发布前一周宣布CEO换帅，库克功成身退、Ternus接棒，时间节点本身即被华尔街视为强劲业绩的"无声预告"。分析师普遍认为，库克在任时间较长，选择以高光时刻收尾，符合其一贯的行事风格。

Wall Street traders have become preoccupied by one particular market indicator.Some refer to it as the Treasury breakeven inflation curve and, while that's a bit of a mouthful, it's simply the market's expectation of average inflation over two periods.The breakeven inflation rate for the 2-year and 10-year reveal how the market thinks prices would behave in the near- and long-term. Plotting the difference between these two expected inflation rates delivers this so-called curve, which has been under intense scrutiny.The breakeven curve "highlights the markets moving on from the [Iran] conflict," wrote Barry Knapp, managing partner of Ironsides Macroeconomics, underneath a video posted Monday.Similarly, the curve got "deeply inverted" following the Iran war but "then quickly reversed on expectations any price impact would not impact the longer-run trend inflation rate," Knapp wrote on Friday.This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published

Hi各位小虎們，自從加密貨幣ETF上市以來，創下了傳統金融和加密貨幣市場的新紀元，不少華爾街大行隨後也紛紛提交SOL、BNB、DOGE等不同幣種的ETF，小虎們是否有關注或者持有呢？ 而傳統大行摩根士丹利近期也發布了旗下首檔比特幣ETF，上市首日表現穩健，而比特幣壓力週期是否會隨着中東戰事緩和而接近尾聲呢？一起來看看~~ 憑藉市場最低費率挑戰貝萊德！ 4月8日，摩根士丹利（Morgan Stanley）正式在紐約證券交易所Arca平臺推出旗下比特幣現貨ETF「Morgan Stanley Bitcoin Trust」（代碼：MSBT），成為美國首家發行該ETF的大型銀行，這也是傳統金融機構逐步擁抱加密領域的新動向。[Cool] 上市首日，雖然MSBT最後收跌1.59%至20.47美元，但吸引了約3400萬美元的淨流入，有分析師將其歸類為ETF史上1%的首日表現，該行數字資產策略部門負責人Amy Oldenburg表示，他們的比特幣ETF發行首日交易表現「創下所有ETF產品之最」！ 值得一提的是，該基金的管理費為0.14%，明顯低於市場龍頭BlackRock iShares Bitcoin Trust（IBIT）的 0.25%，甚至比此前最便宜的Grayscale「比特幣迷你信託 ETF（BTC）」還要低（費率為0.15%），這讓其他發行商感到一些壓力。[Miser] 除此之外，強大的分銷網絡也是MSBT的優勢之一。根據公開文件顯示，該ETF由Coinbase Custody負責比特幣託管，BNY Mellon擔任現金管理與基金行政管理角色，延續了市場上主流比特幣ETF的託管模式。而摩根士丹利擁有華爾街規模最大的理財顧問網絡之一，約1.6萬名理財顧問，管理客戶資產規模超6萬億美元，這樣的分銷能力也決定了該產品未來廠長的關鍵。[Lovely] 簡單來說，MSBT不僅代表了新ET

$Meta Platforms(META)$ announced a new large language model Wednesday, its first major new artificial-intelligence model in more than a year.The rollout of the model, called Muse Spark, is a critical...