Shanghai Stock Exchange and China Securities Index Co. will publish the STAR Market Battery Theme Index on Aug 25, 2026, creating a new investable benchmark for battery-related securities on the STAR Market. The index will include STAR Market-listed companies whose businesses span power batteries, energy-storage batteries, consumer-electronics batteries and emerging battery technologies, covering upstream and downstream supply‑chain securities to reflect the sector’s overall performance.

2026-08-24

Shanghai Stock Exchange and China Securities Index Co. will publish the STAR Market Battery Theme Index on Aug 25, 2026, creating a new investable benchmark for battery-related securities on the STAR Market. The index will include STAR Market-listed companies whose businesses span power batteries, energy-storage batteries, consumer-electronics batteries and emerging battery technologies, covering upstream and downstream supply‑chain securities to reflect the sector’s overall performance.

其他消息
2026-08-24

摩根大通在最新研报中表示,随着二季度AI企业收入好于预期,AI资本开支周期的经济可持续性较6个月前明显改善。 该投行内部信用研究预计2026—2030年AI相关资本支出约5.5万亿美元,外部预测值最高可达10万亿美元;按中值约7.5万亿美元测算,AI云、模型提供商和新型AI云服务商(Neocloud)到2026年底收入或达1.6万亿美元,若此后年增10%—20%,2030年收入可升至2.5万亿—3万亿美元。 需求主要来自企业,大型企业AI支出占“费用+资本开支”的比例预计从过去12个月的4.5%升至未来12个月的5.8%;结合全球大型企业约30万亿美元的费用和资本开支来看,这对应约1.7万亿美元AI支出。 因此摩根大通认为“AI基建远超变现能力”的悲观论据有所减弱,但仍需验证利润率、折旧、利用率、定价权及产业链内部支付后的实际回报。(上述观点来自摩根大通8月20日报告)

2026-08-24

据英国金融时报:壳牌(SHEL.N)已就其美国化工资产出售事项收到潜在买家的兴趣,交易规模可能达到80亿美元。壳牌已吸引包括埃克森美孚和利安德巴塞尔在内的潜在竞购方兴趣。