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伊拉克政府发言人:政府采取特定方法打击腐败。行动仍在继续,这是国家主权最重要的支柱之一。反腐败工作因其透明性而受到赞扬,旨在保护公共资金。
2026-06-28
伊拉克政府发言人:政府采取特定方法打击腐败。行动仍在继续,这是国家主权最重要的支柱之一。反腐败工作因其透明性而受到赞扬,旨在保护公共资金。
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2026-06-28
CSC Financial says Q3 market direction will be driven by: fundamentals — AI compute demand remains highly cyclical; company earnings and overseas results are key, and policy actions from the July Politburo meeting matter given macro pressure since April. Liquidity — external shocks have risen while domestic liquidity is neutral. Risk appetite — geopolitical events and major tech listings can produce short-term volatility; monitor compute trends in Japan, Korea and the US due to global tech linka
CSC Financial says Q3 market direction will be driven by: fundamentals — AI compute demand remains highly cyclical; company earnings and overseas results are key, and policy actions from the July Politburo meeting matter given macro pressure since April. Liquidity — external shocks have risen while domestic liquidity is neutral. Risk appetite — geopolitical events and major tech listings can produce short-term volatility; monitor compute trends in Japan, Korea and the US due to global tech linkage. Sector view — AI compute’s bull case intact but volatility has increased; advise against chasing rallies, accumulate on dips. Lithium batteries should enter seasonal strength, energy storage demand is warming, and renewables may see valuation repair. Dividend plays look poised for oversold rebounds. Focus: banks, coal, utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC).
2026-06-28
科威特响起空袭警报, 科威特军方表示正在应对来袭的空中威胁。
科威特响起空袭警报, 科威特军方表示正在应对来袭的空中威胁。
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