Bank of England Deputy Governor Ramsden said rising bond yields would help contain second-round inflation effects.

JP Morgan analysts said on Monday that a recent pullback in global AI trading has improved investor positioning and valuations, making reallocation into the theme more likely—especially into semiconductor stocks. Led by Mislav Matejka, the team said technology may not replicate past gains but fundamentals remain constructive and the AI value chain still offers extensive investment opportunities. JP Morgan added that sustained strong earnings and increasing evidence of AI commercialization should support renewed investor interest in the sector.

布油从110砸到97又弹回105，供应恢复不是假故事，中东原油出口已回到冲突以来最高水平，可为何一条坏消息回来，油价还这么容易被拉起来？点击查看详细拆解...