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Fitch Ratings: Supply constraints push up Asian coal prices.
2026-10-19
Fitch Ratings: Supply constraints push up Asian coal prices.
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2026-10-19
Internationally 1. Capital Economics: Gold prices may fluctuate downwards before the end of the year due to the dual pressures of interest rate hike expectations and AI recovery. 2. JPMorgan Chase: If bond yields continue to stabilize, it will grea
Internationally 1. Capital Economics: Gold prices may fluctuate downwards before the end of the year due to the dual pressures of interest rate hike expectations and AI recovery. 2. JPMorgan Chase: If bond yields continue to stabilize, it will greatly support the stock market. 3. Morgan Stanley: The US stock market correction is nearing its end; preparing to invest in risk assets. Domestically 1. CICC: One reason for the strengthening of interest rate cut expectations is that the rapid decline in government bond yields since late September has not triggered a tightening of liquidity by the central bank. 2. CICC: Current investment expectations are not yet enough to put comprehensive pressure on the global technology sector. 3. CITIC Securities: The market correction is nearing its end. 4. CITIC Securities: Optimistic about the continued rise of domestic large-scale models. 5. CITIC Securities: Recommends focusing on the Roadster and Optimus related industrial chains. 6. CITIC Securities: The market's pricing power for inflation is rapidly weakening; the long-term pricing anchor has clearly shifted towards the "growth/AI cycle." 7. CITIC Securities: Domestic energy storage is expected to continue its growth momentum and potential in 2027. 8. Guojin Securities A-share Strategy: The worst environment for A-shares is over. 9. Huatai Securities: Real estate stocks may be moving towards a "medium-term logic". 10. Dongfang Fortune Securities: The current risk premium of the Shanghai Composite Index and the CSI 300 equity index is attractive.
2026-10-19
China Nuclear Construction reported Jan-Sep 2026 new contracts of 70.83 bln yuan and revenue of 63.19 bln yuan.
China Nuclear Construction reported Jan-Sep 2026 new contracts of 70.83 bln yuan and revenue of 63.19 bln yuan.
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