市场资讯及洞察
US Earnings
AI
人工智能热潮正在引发一场电力竞赛，其影响远不止于芯片和软件领域。特斯拉、新纪元能源公司（NextEra Energy）和埃克森美孚（ExxonMobil）分别占据了支撑这一竞赛的三大物理基础设施环节。
The Editorial Desk
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July 16, 2026
AI
Shares
过去三年，投资人工智能（AI）基础设施的逻辑相对简单直接：谁在这场淘金热中卖“铲子”，就买谁。而这张名单的榜首，基本上由一个名字绝对垄断：英伟达（NVIDIA）。
Market insights
Fundamental analysis
The 2026–27 Budget landed in a high-pressure macro environment. With inflation at 5% and the RBA cash rate at 4.35% after three consecutive hikes, the gap between fiscal policy and market price may matter more than usual. The first reaction was predictable.
Geopolitical events
CFDs
This is the second part of the GO Markets VIX Playbook. The first piece covered the basics and explored what the VIX measures, what it does not, why traders watch it and where new traders most often misread it. If you skipped it, start there as the foundation matters.
Central Banks
Market insights
Tuesday, 12 May 2026, at roughly 7:30 pm AEST, Treasurer Jim Chalmers will stand up in Canberra and deliver the 2026-27 Federal Budget. According to Budget.gov.au, that is when the Budget is officially released, with the Budget papers going live online at the same time.
Central Banks
CFDs
If you have ever wondered why a forex pair moves sharply on a single Tuesday afternoon, the answer often sits inside one number: the cash rate.