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伊朗革命卫队:一处驻有美军的设施在伊朗对约旦费萨尔亲王空军基地的导弹袭击中被摧毁。
2026-07-17
伊朗革命卫队:一处驻有美军的设施在伊朗对约旦费萨尔亲王空军基地的导弹袭击中被摧毁。
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2026-07-17
Dolat Capital Market Pvt. has assigned a 'sell' rating to National Stock Exchange of India Ltd (NSE) as the bourse prepares what would be India’s largest IPO. NSE operates the world’s largest derivatives market by volume. Dolat warns that tighter regulation of Indian equity derivatives will depress trading volumes and reduce NSE’s market share, and says current high equity valuations limit upside. Recent regulatory moves cited include increases in contract size and a rule restricting weekly-expi
Dolat Capital Market Pvt. has assigned a 'sell' rating to National Stock Exchange of India Ltd (NSE) as the bourse prepares what would be India’s largest IPO. NSE operates the world’s largest derivatives market by volume. Dolat warns that tighter regulation of Indian equity derivatives will depress trading volumes and reduce NSE’s market share, and says current high equity valuations limit upside. Recent regulatory moves cited include increases in contract size and a rule restricting weekly-expiring option contracts to one benchmark index per exchange. NSE has filed for an IPO of about $3.0bn and plans to list in September subject to SEBI approval.
2026-07-17
CITIC Securities says power–compute coordination is the key infrastructure for high-quality expansion of China’s domestic compute capacity. The National Energy Administration’s guidance targets 800 billion kWh of data-center electricity use by 2030; CITIC projects incremental data-center capacity of 78.5 GW during the 15th Five-Year period, corresponding to about 10.7 trillion yuan in CAPEX. Investment to couple power and compute—covering on‑park and off‑park solutions—is estimated at roughly 2
CITIC Securities says power–compute coordination is the key infrastructure for high-quality expansion of China’s domestic compute capacity. The National Energy Administration’s guidance targets 800 billion kWh of data-center electricity use by 2030; CITIC projects incremental data-center capacity of 78.5 GW during the 15th Five-Year period, corresponding to about 10.7 trillion yuan in CAPEX. Investment to couple power and compute—covering on‑park and off‑park solutions—is estimated at roughly 2 trillion yuan, with a 15th Five-Year CAGR near 42%, indicating an acceleration phase for related capex.
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