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ECB President Lagarde said higher energy prices will gradually feed through to core inflation and that food prices will likewise rise over time.
2026-09-10
ECB President Lagarde said higher energy prices will gradually feed through to core inflation and that food prices will likewise rise over time.
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2026-09-11
美国至9月4日当周EIA战略石油储备库存 -124.4万桶,前值-312.2万桶。
美国至9月4日当周EIA战略石油储备库存 -124.4万桶,前值-312.2万桶。
2026-09-10
Southwest Securities says Aug 2026 saw construction machinery volumes rebound at the tail of the slow season into the September–October window, with excavator sales accelerating and exports rising faster than expected; loaders logged positive growth domestically and abroad. The brokerage attributes momentum to a replacement cycle, export-led demand and a spreading wave of price increases; industry competition is shifting from price-driven compression to profit recovery, with leaders having imple
Southwest Securities says Aug 2026 saw construction machinery volumes rebound at the tail of the slow season into the September–October window, with excavator sales accelerating and exports rising faster than expected; loaders logged positive growth domestically and abroad. The brokerage attributes momentum to a replacement cycle, export-led demand and a spreading wave of price increases; industry competition is shifting from price-driven compression to profit recovery, with leaders having implemented excavator price hikes and price rises now extending to cranes. FX headwinds into 2026 Q3 may ease marginally versus last year’s H2 negative-contribution low base, potentially unlocking earnings leverage for market leaders. It recommends prioritizing high-share, export-strong, margin-resilient OEMs and core component suppliers to capture an earnings catalyst from price realization, production delivery and FX improvement.
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