Federal Reserve's Paulson said volatility in energy prices is large and current data suggest its impact can be temporarily ignored.

2026-08-04

Federal Reserve's Paulson said volatility in energy prices is large and current data suggest its impact can be temporarily ignored.

其他消息
2026-08-04

国外 1. 高盛:仍看好韩国股票,维持对Kospi指数12000点的预测。 2. 法巴银行:预计美联储将从12月起加息三次。 3. 城堡证券:推动美股创新高的力量依然稳固。 4. 瑞银:盈利韧性叠加霍尔木兹海峡逐步恢复,将为股市提供支撑。 国内 1. 中信建投:北美云厂商资本开支继续高增长,关注算力超跌与高股息标的。 2. 招商证券:海外厂商云收入保持高增,AI应用有望加速发展。 3. 中信证券:银行全年绝对收益空间仍将延续。 4. 中信证券:政策或将持续利好特高压、配网智能化、储能、虚拟电厂等领域。 5. 中信证券:政策面乐观,资金面积极,银行全年绝对收益空间仍将延续。 6. 中信证券:AI投资回报闭环已现,坚定看好光通信板块。

2026-08-05

India's shipping minister said the Indian-flagged vessel MSV Faize Noore Oliya was struck by a projectile near Yemeni waters, capsized and sank.