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Australia exports rose 7.2% MoM in April; prior -2.7%.
2026-06-04
Australia exports rose 7.2% MoM in April; prior -2.7%.
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其他消息
2026-06-03
【国债期货午盘收盘】2年期国债期货(TS)主力合约跌0.02%,5年期国债期货(TF)主力合约跌0.04%,10年期国债期货(T)主力合约跌0.06%,30年期国债期货(TL)主力合约跌0.25%。
【国债期货午盘收盘】2年期国债期货(TS)主力合约跌0.02%,5年期国债期货(TF)主力合约跌0.04%,10年期国债期货(T)主力合约跌0.06%,30年期国债期货(TL)主力合约跌0.25%。
2026-06-04
CITIC Securities says that looking to H2 2026, domestic and international AI compute and embodied intelligence sectors should see material industrial progress, driving strong demand for upstream AI hardware, midstream supporting equipment and downstream application manufacturing. Early signs of a general manufacturing recovery are emerging, led by structural strength in specialized equipment, and China’s export-competitive production capacity abroad is expected to remain a tailwind. The firm rec
CITIC Securities says that looking to H2 2026, domestic and international AI compute and embodied intelligence sectors should see material industrial progress, driving strong demand for upstream AI hardware, midstream supporting equipment and downstream application manufacturing. Early signs of a general manufacturing recovery are emerging, led by structural strength in specialized equipment, and China’s export-competitive production capacity abroad is expected to remain a tailwind. The firm recommends monitoring marginal changes in companies’ AI exposure and overseas capacity/exposure and tracking the general manufacturing rebound.
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