MSX 研究院
RWA 代币化的首席观察员
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60 日战争复盘：全球资本市场对「战争」的定价，真的变了？
美伊冲突持续近两个月，能源股、纳指、黄金的走势出乎意料，该如何复盘这场地缘交易？
MSX 研究院
一文看懂：全球天然气短缺的所有传导链条与板块标的
从能源到化肥、从氦气到 AI 芯片，这条横跨数十个行业的传导链，比大多数人想象的要长得多。
MSX 研究院
纳指 11 连涨！七姐妹为什么没有一起回来？
这轮修复验证了 Q2 前瞻的判断，按三个类别分出了修复顺序，遵循「先分层、再展开」的节奏。
MSX 研究院
Meet MSX, and join MetLife for a summer of "Tokenized US Stocks" in Hong Kong this April.
As a platinum sponsor, MSX will engage with global builders through brand booths, keynote speeches, and other initiatives to discuss the present and future of tokenized US stocks.
MSX 研究院
AI 基建涨了一整个 Q1，到了 Q2，谁还能撑住「高估值」？
Q1 市场把 AI 基建整条链一起抬了起来，到了 Q2，就会开始按环节、按公司一段一段对账。
MSX 研究院
油价冲高、利率难降、七姐妹趴窝：Q2 美股的超额收益，该看哪些主线？
指数走弱≠没有机会，靠估值扩张吃 Beta 不灵了，超额收益开始更多藏在新主线里。
MSX 研究院
SpaceX上市发令枪还没响，「太空板块」的聪明钱已开始抢跑？
普遍录得两位数涨幅的「五小龙」，或许是理解这轮商业航天重估的一个重要切口。
MSX 研究院
Huang Renxun's attempt to "ignite" the sector failed: GTC mentioned optical communications, so why did the sector fizzle out?
What truly caused the stock price to change was not that Huang Renxun didn't mention Guang, but that he didn't express himself in the way the market wanted to hear.
MSX 研究院
Ethereum bulls face a "trial": unrealized losses exceed $7 billion, some hold on while others cut their losses.
Ethereum whales BitMine and Trend Research are facing massive unrealized losses due to the ETH price crash. BitMine's spot holdings have suffered a loss of $6.4 billion, while Trend Research's leveraged long positions are on the verge of liquidation, drawing market attention. The record-high on-chain staking ratio contrasts sharply with the selling pressure in the secondary market.
MSX 研究院
以太坊多头巨鲸“渡劫”：浮亏超70亿美元，有人躺平有人割肉
巨鲸们在高杠杆边缘「小刀割肉」的现场直播，未尝不是加密金融史上一种独特的行为艺术。
MSX 研究院
Meta's massive bet on AI: $135 billion to be poured in. Is Zuckerberg in 2026 trustworthy?
With a strong cash flow backing it up and hundreds of billions invested in AI, the market seems to be applauding this "money-spraying" move. Will this be different from Metaverse?
MSX 研究院
Intel's "life-or-death" moment: How did Chen Liwu settle his estate and start his self-rescue at the door of the ICU?
Behind the Q4 financial report is the new leader's dismantling of the previous "technological utopia" through "layoffs" and "sales," betting on the 18A process to carve out a bloody path.
MSX 研究院
Netflix's "swallowing" of Warner: A $59 billion loan, a high-stakes gamble on the streaming king's "IP alchemy".
Netflix's Q4 financial report was almost "flawless," but by suspending share buybacks and going all-in, it has embarked on a long-term game of exchanging cash flow for an IP moat.
MSX 研究院
硅谷最聪明那群人的「终极推演」：2026，我们应该「All-In」什么？
从硅谷巨佬到「白宫 AI 与加密沙皇」，给出了对 2026 商业、政治与科技的完整判断。
MSX 研究院
We used a large model to "predict" the future of tokenization/Web3 in 2026.
They tricked frontline builders into revealing their true thoughts (positions), broke them down into word clouds, and fed them to ChatGPT, Gemini, and DeepSeek.
MSX 研究院
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