<p><em>要获得优势，今天你需要知道这些。</em></p>
<h4><strong>铜价创下新高</strong></h4>
<p>请点击这里查看 <strong>美国铜指数基金</strong> CPER 的放大图表。</p>
<p>请注意以下几点：</p>
<ul>
<li>图表显示，铜价在特朗普威胁对铜征收 50% 关税后，昨日跳升至新高。</li>
<li>图表显示，之前的阻力区 1 现在已成为支撑区。</li>
<li>图表上的相对强弱指数（RSI）显示铜价超买，但仍有上涨空间。</li>
<li>图表显示成交量很大，表明市场信心。</li>
<li>曾经铜在我们的 ZYX 配置核心模型投资组合中。如果不是因为特朗普经常改变主意，铜本应被纳入我们的 ZYX 配置核心模型投资组合。</li>
<li>作为完全披露，<strong>Freeport-McMoRan Inc</strong> (FCX) 是全球最大的铜生产商，按开采量计算，已在我们的 ZYX 买入核心模型投资组合中。在围绕我们核心模型投资组合的投资组合中，还有两家铜生产商 <strong>First Quantum Minerals Ltd</strong> (FQVLF) 和 <strong>Taseko Mines Ltd</strong> (TGB)。作为完全披露，昨日我们发出了信号，利用 FQVLF 的强势进行部分获利了结。</li>
<li>TGB 为那些相信特朗普不会退缩并实际对进口铜征收高额关税的投资者提供了绝佳机会。原因在于位于亚利桑那州的 Florence 铜项目，该项目 100% 由 TGB 拥有。作为完全披露，我们今天早上在我们的 ZYX 买入 TGB 中发出了新的信号，进行部分获利了结。</li>
<li><strong>铜对电动车、经济电气化和人工智能数据中心至关重要。铜是仅次于铁和铝的第三大消费金属。美国使用的铜约一半是进口的。铜也被称为 “铜博士”，因为铜对经济的影响。</strong></li>
<li>特朗普还威胁对药品进口征收 200% 的关税。到目前为止，制药股仅表现出轻微反应，因为计划似乎是给制药供应链大约 18 个月的时间进行调整。</li>
<li>FOMC 会议纪要将在东部时间下午 2 点发布。我们将密切研究这些纪要，以寻找关于美联储政策的线索。FOMC 会议纪要可能会影响市场。</li>
<li>在 2025 年 4 月，特朗普总统暂停了互惠关税，并声称将在 90 天内达成 90 项贸易协议。股市相信特朗普，并进行了强劲反弹，这一反弹仍在继续。当政府发布更多接近达成几项协议的公告时，股市继续上涨。现在，90 天已经过去，特朗普将截止日期从 7 月 9 日延长至 8 月 1 日；然而，只有两项协议。其中一项与英国，另一项与越南。还有一项与中国的部分协议。</li>
<li><strong>你可能会想，特朗普只达成了两项协议，而承诺了 90 项——这应该导致股市回调。然而，股市没有显示出回调的迹象。这是典型的强牛市行为，投资者完全忽视负面消息，并相信对消息的最积极解读。在强牛市中，股市与现实完全脱节。</strong></li>
<li>达成协议的难度超出了政府的预期。现在，特朗普向多个国家发出威胁征收严厉关税的信函。股市正在看到买盘，因为越来越多的投资者加入了 TACO（特朗普总是退缩）交易。投资者相信，最终特朗普可能会让步，关税不会那么严厉。</li>
</ul>
<h4><strong>七大巨头资金流动</strong></h4>
<p>在早盘交易中，<strong>亚马逊公司</strong> (AMZN)、<strong>字母表公司 C 类</strong> (GOOG)、<strong>Meta 平台公司</strong> (META)、<strong>微软公司</strong> (MSFT)、<strong>英伟达公司</strong> (NVDA) 和 <strong>特斯拉公司</strong> (TSLA) 的资金流动为正。</p>
<p>在早盘交易中，<strong>苹果公司</strong> (AAPL) 的资金流动为负。</p>
<p>在早盘交易中，<strong>SPDR 标准普尔 500 ETF 信托</strong> (SPY) 和 <strong>Invesco QQQ 信托系列 1</strong> (QQQ) 的资金流动为正。</p>
<h4><strong>Momo 人群与聪明资金在股票中的表现</strong></h4>
<p>投资者可以通过了解 SPY 和 QQQ 中的资金流动来获得优势。投资者通过了解聪明资金何时购买股票、黄金和石油，可以获得更大的优势。黄金最受欢迎的 ETF 是 <strong>SPDR 黄金信托</strong> (GLD)。白银最受欢迎的 ETF 是 <strong>iShares 白银信托</strong> (SLV)。石油最受欢迎的 ETF 是 <strong>美国石油 ETF</strong> (USO)。</p>
<h4><strong>比特币</strong></h4>
<p><strong>比特币</strong> 正在受到买入。</p>
<h4><strong>阿罗拉保护带及现在该做什么</strong></h4>
<p>投资者重要的是要向前看，而不是盯着后视镜。我们的专有保护带将所有数据、所有指标、所有新闻、所有交叉流、所有模型和所有分析放入一个易于投资者操作的分析框架中。</p>
<p>考虑继续持有良好的、非常长期的现有头寸。根据个人风险偏好，考虑由现金或国债或短期战术交易以及短期到中期对冲和短期对冲组成的保护带。这是一种保护自己并同时参与上涨的好方法。</p>
<p>你可以通过将现金添加到对冲中来确定你的保护带。保护的高带适合年长或保守的人。保护的低带适合年轻或激进的人。如果你不对冲，总现金水平应高于上述所述，但显著低于现金加对冲的总和。</p>
<p>0% 的保护带将非常看涨，表明全额投资，现金为 0%。100% 的保护带将非常看跌，表明需要通过现金和对冲或激进的卖空进行强力保护。</p>
<p><strong>值得提醒的是，如果你没有足够的现金，就无法利用即将到来的新机会。</strong> 在调整对冲水平时，考虑调整股票头寸（非 ETF）的部分止损数量；考虑对剩余数量使用更宽的止损，并为高贝塔股票留出更多空间。高贝塔股票是指那些波动幅度大于市场的股票。</p>
<h4><strong>传统的 60/40 投资组合</strong></h4>
<p>基于概率的风险回报调整考虑到通胀，目前并不支持长期战略债券配置。</p>
<p>那些希望坚持传统 60% 股票和 40% 债券配置的人，可以考虑专注于高质量债券以及五年期或更短期限的债券。愿意提升投资复杂度的人可以考虑将债券 ETF 作为战术头寸，而不是在此时作为战略头寸。</p>
<p><strong>阿罗拉报告以其准确的预测而闻名。阿罗拉报告在其他人之前准确预测了人工智能的重大反弹、2023 年的新牛市、2022 年的熊市、2020 年病毒低点后的新股市高点、2020 年的病毒下跌、道琼斯工业平均指数在交易时为 16,000 时的 30,000 反弹、2009 年超级牛市的开始，以及 2008 年的金融危机。请点击这里注册免费永远的</strong> <strong>财富生成通讯</strong> <strong>。</strong></p>

Taseko矿业

<p>铜价因特朗普威胁对进口征收 50% 的关税而飙升至创纪录高位。市场显示出强烈的信心，交易量巨大，Freeport-McMoRan Inc 在投资组合中备受关注。建议投资者对 First Quantum Minerals 和 Taseko Mines 进行部分获利了结，后者受益于佛罗伦萨铜项目。预计 FOMC 纪要将影响市场走势。尽管特朗普的关税威胁，股市依然表现出韧性，主要科技股和 ETF 的资金流入积极。比特币也出现了买入活动</p>

<p><em>To gain an edge, this is what you need to know today.</em></p>
<div class="lb-trans"><p><em>要获得优势，今天你需要知道这些。</em></p>
</div><h4><strong>Copper At Record High</strong></h4>
<div class="lb-trans"><h4><strong>铜价创下新高</strong></h4>
</div><p>Please click here for an enlarged chart of <strong>United States Copper Index Fund</strong> CPER.</p>
<div class="lb-trans"><p>请点击这里查看 <strong>美国铜指数基金</strong> CPER 的放大图表。</p>
</div><p>Note the following:</p>
<div class="lb-trans"><p>请注意以下几点：</p>
</div><ul>
<li>The chart shows that copper jumped to a new high yesterday on Trump’s threat to impose 50% tariffs on copper.</li>
<li>The chart shows that zone 1, previously the resistance zone, has now become the support zone.</li>
<li>RSI on the chart shows that copper is overbought but still has room to run.</li>
<li>The chart shows that the volume was heavy, indicating conviction.</li>
<li>There was a time when copper was in our ZYX Allocation Core Model Portfolio. If it was not for Trump often changing his mind, copper would have been added to our ZYX Allocation Core Model Portfolio.</li>
<li>As full disclosure, <strong>Freeport-McMoRan Inc</strong> (FCX), the world’s largest copper producer by mined volume is in our ZYX Buy Core Model Portfolio. In the Portfolio that surrounds our Core Model Portfolio, there are two other copper producers <strong>First Quantum Minerals Ltd</strong> (FQVLF) and <strong>Taseko Mines Ltd</strong> (TGB). As full disclosure, yesterday a signal was given by us to take advantage of the strength in FQVLF by taking partial profits.</li>
<li>TGB provides an exceptional opportunity for investors who believe that Trump will not chicken out and actually impose large tariffs on imported copper. The reason is the Florence Copper Project in Arizona, which is 100% owned by TGB. As full disclosure, We gave a new signal this morning in our ZYX Buy on TGB to take partial profits.</li>
<li><strong>Copper is important, especially for EVs, the electrification of the economy, and AI data centers. Copper is the third most consumed metal after iron and aluminum. About one-half of the copper used in the US is imported. Copper is also known as Dr. Copper due to the impact of copper on the economy.</strong></li>
<li>Trump is also threatening a 200% tariff on pharmaceutical imports. So far, pharmaceutical stocks are only showing a mild reaction because the plan appears to be to give about 18 months for pharmaceutical supply chains to shift.</li>
<li>FOMC minutes will be released at 2 pm ET. We will study them closely for clues about the Fed’s policies. The FOMC minutes may be market moving.</li>
<li>In April 2025, when President Trump paused reciprocal tariffs and claimed he would have 90 trade deals in 90 days. The stock market believed Trump and staged a strong rally that is still continuing. The stock market kept going up when more announcements from the administration came out that they were close to several deals. Now, 90 days have passed, and Trump has extended the deadline from July 9th to August 1st; however, there are only two deals. One of those deals is with the UK and the other with Vietnam. There is also a partial deal with China.</li>
<li><strong>You may be thinking that Trump produced only two deals when 90 were promised — this should cause the stock market to pull back. However, the stock market is showing no signs of pulling back. This is classic strong bull market behavior, where investors totally ignore the negative news and believe in the most positive interpretation of the news. Historically in strong bull markets, the stock market gets totally divorced from reality.</strong></li>
<li>Striking deals is proving more difficult than the administration thought. Now, Trump is sending letters to several countries threatening harsh tariffs. The stock market is seeing buying as more investors join the TACO(Trump Always Chickens Out) trade. Investors believe that when it is all said and done, Trump will likely give in, and the tariffs will not be as harsh.</li>
</ul>
<div class="lb-trans"><ul>
<li>图表显示，铜价在特朗普威胁对铜征收 50% 关税后，昨日跳升至新高。</li>
<li>图表显示，之前的阻力区 1 现在已成为支撑区。</li>
<li>图表上的相对强弱指数（RSI）显示铜价超买，但仍有上涨空间。</li>
<li>图表显示成交量很大，表明市场信心。</li>
<li>曾经铜在我们的 ZYX 配置核心模型投资组合中。如果不是因为特朗普经常改变主意，铜本应被纳入我们的 ZYX 配置核心模型投资组合。</li>
<li>作为完全披露，<strong>Freeport-McMoRan Inc</strong> (FCX) 是全球最大的铜生产商，按开采量计算，已在我们的 ZYX 买入核心模型投资组合中。在围绕我们核心模型投资组合的投资组合中，还有两家铜生产商 <strong>First Quantum Minerals Ltd</strong> (FQVLF) 和 <strong>Taseko Mines Ltd</strong> (TGB)。作为完全披露，昨日我们发出了信号，利用 FQVLF 的强势进行部分获利了结。</li>
<li>TGB 为那些相信特朗普不会退缩并实际对进口铜征收高额关税的投资者提供了绝佳机会。原因在于位于亚利桑那州的 Florence 铜项目，该项目 100% 由 TGB 拥有。作为完全披露，我们今天早上在我们的 ZYX 买入 TGB 中发出了新的信号，进行部分获利了结。</li>
<li><strong>铜对电动车、经济电气化和人工智能数据中心至关重要。铜是仅次于铁和铝的第三大消费金属。美国使用的铜约一半是进口的。铜也被称为 “铜博士”，因为铜对经济的影响。</strong></li>
<li>特朗普还威胁对药品进口征收 200% 的关税。到目前为止，制药股仅表现出轻微反应，因为计划似乎是给制药供应链大约 18 个月的时间进行调整。</li>
<li>FOMC 会议纪要将在东部时间下午 2 点发布。我们将密切研究这些纪要，以寻找关于美联储政策的线索。FOMC 会议纪要可能会影响市场。</li>
<li>在 2025 年 4 月，特朗普总统暂停了互惠关税，并声称将在 90 天内达成 90 项贸易协议。股市相信特朗普，并进行了强劲反弹，这一反弹仍在继续。当政府发布更多接近达成几项协议的公告时，股市继续上涨。现在，90 天已经过去，特朗普将截止日期从 7 月 9 日延长至 8 月 1 日；然而，只有两项协议。其中一项与英国，另一项与越南。还有一项与中国的部分协议。</li>
<li><strong>你可能会想，特朗普只达成了两项协议，而承诺了 90 项——这应该导致股市回调。然而，股市没有显示出回调的迹象。这是典型的强牛市行为，投资者完全忽视负面消息，并相信对消息的最积极解读。在强牛市中，股市与现实完全脱节。</strong></li>
<li>达成协议的难度超出了政府的预期。现在，特朗普向多个国家发出威胁征收严厉关税的信函。股市正在看到买盘，因为越来越多的投资者加入了 TACO（特朗普总是退缩）交易。投资者相信，最终特朗普可能会让步，关税不会那么严厉。</li>
</ul>
</div><h4><strong>Magnificent Seven Money Flows</strong></h4>
<div class="lb-trans"><h4><strong>七大巨头资金流动</strong></h4>
</div><p>In the early trade, money flows are positive in <strong>Amazon.com, Inc.</strong> (AMZN), <strong>Alphabet Inc Class C</strong> (GOOG), <strong>Meta Platforms Inc</strong> (META), <strong>Microsoft Corp</strong>(MSFT), <strong>NVIDIA Corp</strong> (NVDA), and <strong>Tesla Inc</strong> (TSLA).</p>
<div class="lb-trans"><p>在早盘交易中，<strong>亚马逊公司</strong> (AMZN)、<strong>字母表公司 C 类</strong> (GOOG)、<strong>Meta 平台公司</strong> (META)、<strong>微软公司</strong> (MSFT)、<strong>英伟达公司</strong> (NVDA) 和 <strong>特斯拉公司</strong> (TSLA) 的资金流动为正。</p>
</div><p>In the early trade, money flows are negative in <strong>Apple Inc</strong>(AAPL).</p>
<div class="lb-trans"><p>在早盘交易中，<strong>苹果公司</strong> (AAPL) 的资金流动为负。</p>
</div><p>In the early trade, money flows are positive in <strong>SPDR S&amp;P 500 ETF Trust</strong> (SPY) and <strong>Invesco QQQ Trust Series 1</strong> (QQQ).</p>
<div class="lb-trans"><p>在早盘交易中，<strong>SPDR 标准普尔 500 ETF 信托</strong> (SPY) 和 <strong>Invesco QQQ 信托系列 1</strong> (QQQ) 的资金流动为正。</p>
</div><h4><strong>Momo Crowd And Smart Money In Stocks</strong></h4>
<div class="lb-trans"><h4><strong>Momo 人群与聪明资金在股票中的表现</strong></h4>
</div><p>Investors can gain an edge by knowing money flows in SPY and QQQ. Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil. The most popular ETF for gold is <strong>SPDR Gold Trust</strong> (GLD). The most popular ETF for silver is <strong>iShares Silver Trust</strong>(SLV). The most popular ETF for oil is <strong>United States Oil ETF</strong> (USO).</p>
<div class="lb-trans"><p>投资者可以通过了解 SPY 和 QQQ 中的资金流动来获得优势。投资者通过了解聪明资金何时购买股票、黄金和石油，可以获得更大的优势。黄金最受欢迎的 ETF 是 <strong>SPDR 黄金信托</strong> (GLD)。白银最受欢迎的 ETF 是 <strong>iShares 白银信托</strong> (SLV)。石油最受欢迎的 ETF 是 <strong>美国石油 ETF</strong> (USO)。</p>
</div><h4><strong>Bitcoin</strong></h4>
<div class="lb-trans"><h4><strong>比特币</strong></h4>
</div><p><strong>Bitcoin</strong> is seeing buying.</p>
<div class="lb-trans"><p><strong>比特币</strong> 正在受到买入。</p>
</div><h4><strong>Arora Protection Band And What To Do Now</strong></h4>
<div class="lb-trans"><h4><strong>阿罗拉保护带及现在该做什么</strong></h4>
</div><p>It is important for investors to look ahead and not in the rearview mirror. Our proprietary Protection Band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.</p>
<div class="lb-trans"><p>投资者重要的是要向前看，而不是盯着后视镜。我们的专有保护带将所有数据、所有指标、所有新闻、所有交叉流、所有模型和所有分析放入一个易于投资者操作的分析框架中。</p>
</div><p>Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.</p>
<div class="lb-trans"><p>考虑继续持有良好的、非常长期的现有头寸。根据个人风险偏好，考虑由现金或国债或短期战术交易以及短期到中期对冲和短期对冲组成的保护带。这是一种保护自己并同时参与上涨的好方法。</p>
</div><p>You can determine your protection bands by adding cash to hedges. The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive. If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.</p>
<div class="lb-trans"><p>你可以通过将现金添加到对冲中来确定你的保护带。保护的高带适合年长或保守的人。保护的低带适合年轻或激进的人。如果你不对冲，总现金水平应高于上述所述，但显著低于现金加对冲的总和。</p>
</div><p>A protection band of 0% would be very bullish and would indicate full investment with 0% in cash. A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.</p>
<div class="lb-trans"><p>0% 的保护带将非常看涨，表明全额投资，现金为 0%。100% 的保护带将非常看跌，表明需要通过现金和对冲或激进的卖空进行强力保护。</p>
</div><p><strong>It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.</strong> When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks. High beta stocks are the ones that move more than the market.</p>
<div class="lb-trans"><p><strong>值得提醒的是，如果你没有足够的现金，就无法利用即将到来的新机会。</strong> 在调整对冲水平时，考虑调整股票头寸（非 ETF）的部分止损数量；考虑对剩余数量使用更宽的止损，并为高贝塔股票留出更多空间。高贝塔股票是指那些波动幅度大于市场的股票。</p>
</div><h4><strong>Traditional 60/40 Portfolio</strong></h4>
<div class="lb-trans"><h4><strong>传统的 60/40 投资组合</strong></h4>
</div><p>Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.</p>
<div class="lb-trans"><p>基于概率的风险回报调整考虑到通胀，目前并不支持长期战略债券配置。</p>
</div><p>Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less. Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.</p>
<div class="lb-trans"><p>那些希望坚持传统 60% 股票和 40% 债券配置的人，可以考虑专注于高质量债券以及五年期或更短期限的债券。愿意提升投资复杂度的人可以考虑将债券 ETF 作为战术头寸，而不是在此时作为战略头寸。</p>
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<div class="lb-trans"><p><strong>阿罗拉报告以其准确的预测而闻名。阿罗拉报告在其他人之前准确预测了人工智能的重大反弹、2023 年的新牛市、2022 年的熊市、2020 年病毒低点后的新股市高点、2020 年的病毒下跌、道琼斯工业平均指数在交易时为 16,000 时的 30,000 反弹、2009 年超级牛市的开始，以及 2008 年的金融危机。请点击这里注册免费永远的</strong> <strong>财富生成通讯</strong> <strong>。</strong></p>
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Copper Hits A Record On Trump's Threat, More Investors Join TACO Trade, Fed Minutes Ahead

- 铜价因特朗普威胁征收关税而创下新高，市场反应积极。  
- 投资者对铜及相关股票持乐观态度，尤其是 Taseko Mines Ltd。  
- FOMC 会议纪要将发布，可能影响市场走势。

由于特朗普的威胁，铜价创下历史新高，更多投资者加入 TACO 交易，美联储纪要即将发布