美国银行基金经理调查:61%的投资者预计AI领域超大规模企业今年不会削减资本支出,而预计会削减的比例为28%。

2026-07-14

美国银行基金经理调查:61%的投资者预计AI领域超大规模企业今年不会削减资本支出,而预计会削减的比例为28%。

其他消息
2026-07-14

A-share CPO-concept stocks rallied in the afternoon; Zecheng Electronics jumped more than 27%, while Changguang Huaxin, Nanya New Materials, Yuanjie Technology and Shengyi Electronics each rose over 10%.

2026-07-14

US June headline CPI m/m (seasonally adjusted) — prior +0.5%, consensus -0.1%. Major houses including Citigroup, J.P. Morgan, Deutsche Bank, Barclays, HSBC, Morgan Stanley, Moody's Analytics, Nomura and Standard Chartered mostly forecast -0.2% m/m. ABN AMRO, ANZ, Bank of America, Goldman Sachs, Danske and ING expect -0.1%. BNP Paribas, Capital Economics, Sumitomo Mitsui and Lloyds see 0.0%; Scotiabank projects +0.1%; one small shop sees +0.3%. US June core CPI m/m (seasonally adjusted) — prior +