高盛最新数据显示，2026年美国企业盈利表现异常强，标普500全年盈利增长预期在今年以来的宏观波动中几乎没有被下修。 高盛认为，即使2027年最终可能出现预期落差，目前也缺少足够的基本面证据去对抗市场对明年双位数盈利增长的定价。

Saudi outlet Alhadath cited a senior Israeli military official saying the West Bank’s security dynamics differ from Gaza and Lebanon because there are no clear frontiers. The official said Israel’s leadership misunderstands the West Bank’s nature and composition and warned an outbreak with consequences that cannot be managed solely by security forces appears likely. Points of contact have risen from about 200 to 400, and the military cannot deploy around more than roughly 400 sites and settlements; the increase in contact points is consuming Israeli forces’ capacity.

Sources said the Japanese government’s proposal is expected to be submitted as part of a tax reform request due at the end of the month.