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U.S. EIA gasoline inventories for the week to July 31 fell 1.643 mln barrels, versus an expected draw of 1.264 mln; prior was a 0.07 mln-barrel build.
2026-08-05
U.S. EIA gasoline inventories for the week to July 31 fell 1.643 mln barrels, versus an expected draw of 1.264 mln; prior was a 0.07 mln-barrel build.
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2026-08-05
International 1. Bank of America: Investors should focus on specific currency pairs, not overall foreign exchange fluctuations. 2. Barclays: S&P 500 component companies' Q2 earnings far exceeded expectations. 3. Wells Fargo: The AI investment boom
International 1. Bank of America: Investors should focus on specific currency pairs, not overall foreign exchange fluctuations. 2. Barclays: S&P 500 component companies' Q2 earnings far exceeded expectations. 3. Wells Fargo: The AI investment boom will spill over and drive up traditional industrial stocks. Domestic 1. China Merchants Securities Strategy: A-share rebound shows a "first elasticity, then prosperity" characteristic. 2. Guojin Securities: Regulatory authorities release policy dividends for cross-border connectivity, maintaining a buy rating for the securities industry. 3. CITIC Securities: The narrative of "AI devouring software" is gradually being disproven. 4. CITIC Securities: Gold around $4,000/ounce is likely the bottom area for this round. 5. CITIC Securities: AI drives the upgrade of optical modules, and testing equipment is growing rapidly. 6. CITIC Securities August Industry Allocation Report: Pricing returns to fundamentals, seize the window of growth recovery. 7. CITIC Securities: Benefiting from the accelerated construction of data centers and the rapid iteration of optical communication technology, the price and volume of optical module testing equipment have both increased.
2026-08-06
Phillips 66 (PSX.N): The macroeconomic environment remains favorable.
Phillips 66 (PSX.N): The macroeconomic environment remains favorable.
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