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2026-08-23

According to the Financial Times, Italian oil major ENI is betting nuclear fusion will become its "next refinery".

According to the Financial Times, Italian oil major ENI is betting nuclear fusion will become its "next refinery".
2026-08-23

According to the Financial Times, Italian oil company Eni is betting that nuclear fusion will become its "next refinery".

According to the Financial Times, Italian oil company Eni is betting that nuclear fusion will become its "next refinery".
2026-08-23

Zhongtai Securities says the mid–late August pullback began as expected; the market retraced after a rally, volumes fell and stabilized. It maintains a mid‑term view that the market should strengthen again in September. The correction offers a right‑

Zhongtai Securities says the mid–late August pullback began as expected; the market retraced after a rally, volumes fell and stabilized. It maintains a mid‑term view that the market should strengthen again in September. The correction offers a right‑side buying opportunity; allocation focus remains on technology manufacturing and nonferrous metals. Mid‑term recommendations: increase exposure to STAR 50, nonferrous metals and gold. In September, if AI revenue ease concerns and Fed rate expectations improve, STAR 50 may see a trend recovery. Short‑term defensive preferences are power equipment and energy & chemical manufacturers; thematic focus on edge AI and AI applications with existing commercialization paths. Be cautious on overseas compute capacity until end‑of‑month model releases and revenue data validate demand.
2026-08-23

Galaxy Securities expects short-term equity indices to remain choppy as offshore volatility and onshore positioning disruptions drive repeated swings, with sector-level rebalancing ongoing. External shocks are seen as episodic; domestic policy signal

Galaxy Securities expects short-term equity indices to remain choppy as offshore volatility and onshore positioning disruptions drive repeated swings, with sector-level rebalancing ongoing. External shocks are seen as episodic; domestic policy signals and core industry trends are intact. For the back half of Q3 the firm forecasts a recovery driven by structural rotation and advises focusing on policy-led themes and sectors where demand and earnings are being validated. Near-term market catalysts: U.S. macro — Q2 GDP second estimate, July core PCE and a Fed chair speech at Jackson Hole; tech earnings — NVIDIA’s report as a barometer for global AI capex expectations; A-share mid-year results nearing completion, with China industrial enterprise profits due next week providing a macro gauge of earnings repair and a window for stock-specific alpha; industry calendar — 2026 Wenchang International Aerospace Forum for aerospace-sector signals.
2026-08-23

Ukrainian President Zelenskiy said Ukraine’s defense ministry faces a $27 billion funding shortfall this year.

Ukrainian President Zelenskiy said Ukraine’s defense ministry faces a $27 billion funding shortfall this year.
2026-08-23

Ukrainian President Zelensky: The Ukrainian Ministry of Defense faces a funding gap of $27 billion this year.

Ukrainian President Zelensky: The Ukrainian Ministry of Defense faces a funding gap of $27 billion this year.
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