First Light新闻：英伟达公布26财年第四季度收益；美联储讲话呼应耐心。昨天，这一切都与一家公司有关：Nvidia（NVDA）。市场收盘后不久，英伟达公布了其26财年第四季度的收益，这又是一个井喷式的季度。

First Light News: Nvidia Delivers in Q4 FY26 Earnings; Fed Speak Echoes Patience.It was all about one company yesterday: Nvidia (NVDA). Shortly after the market closed, Nvidia announced its Q4 FY26 earnings, which delivered yet another blowout quarter.

美元展望：DXY暗示高位摆动，但COT信号出现偏差。美元指数（DXY）在98附近一再被拒绝，并在外日大幅看跌后，出现了震荡高点的早期迹象。然而，期货定位告诉了一个远没有那么决定性的故事。

US Dollar Outlook: DXY Hints at a Swing High, but COT Signals Diverge.The US Dollar Index (DXY) is flashing early signs of a swing high after repeated rejection near 98 and a high-volume bearish outside day. Yet futures positioning tells a far less decisive story.

白宫政策疑虑挥之不去，美元指数跌至97.50附近。白宫政策疑虑挥之不去，美元指数跌至97.50附近

US Dollar Index falls to near 97.50 as White House policy doubts linger.US Dollar Index falls to near 97.50 as White House policy doubts linger

在没有关税消息的情况下，英伟达提振投资者希望，美元下跌。周四亚洲交易时段，美元开盘走低，英伟达好于预期的收益提振了投资者信心，市场等待美国对外国商品征收最新关税的细节。

Dollar slips as Nvidia buoys investor hopes in absence of tariff news.The dollar began the day on the back foot during the Asian trading session on Thursday, as better-than-expected earnings from Nvidia boosted investor confidence and markets awaited details of the latest U.S. tariffs on imports of foreign goods.