VON DER LEYEN said Europe faces a housing crisis and the European Commission plans to establish a 'European Housing Alliance' and convene a high-level summit on housing.

2026-07-04

VON DER LEYEN said Europe faces a housing crisis and the European Commission plans to establish a 'European Housing Alliance' and convene a high-level summit on housing.

其他消息
2026-07-03

纳斯达克指数的走势与全球整体流动性呈 97.5%的相关性,流动性扩张会压低贴现率和风险溢价,对久期更长、估值更高的科技股影响尤其明显。 这就是为什么很多人认为股票价格过高,因为过高的估值已经无法反映公司的实际业绩了,它反而反映了货币流通量的多少。 但股价本质上仍由未来现金流和贴现率共同决定,流动性主要影响后者。虽然货币政策会显著改变股票折现率,但企业现金流、盈利兑现和产业网络仍参与价格形成,盈利则决定这种估值最终能否站住。

2026-07-04

CGN's Guangdong Taipingling nuclear power Unit 2 — the Greater Bay Area's first Hualong One project — synchronized to the grid today and dispatched its first kWh, marking the unit's capability to supply power. The unit will undergo further performance verification and is scheduled for commercial operation in H2 2026.