LPL Financial chief economist Jeffrey Roach said inf pressure is spreading from energy into the broader economy, suggesting the final phase of returning inf to target will be bumpy and could keep interest rates elevated for an extended period. He said the latest report complicates the Fed's policy decision this month by making the path to price stability more difficult.

2026-10-14

LPL Financial chief economist Jeffrey Roach said inf pressure is spreading from energy into the broader economy, suggesting the final phase of returning inf to target will be bumpy and could keep interest rates elevated for an extended period. He said the latest report complicates the Fed's policy decision this month by making the path to price stability more difficult.

其他消息
2026-10-14

香港恒生指数10月14日(周三)开盘下跌62.97点,跌幅0.26%,报24282.25点; 香港恒生科技指数10月14日(周三)开盘下跌0.73点,跌幅0.02%,报4135.9点; 国企指数10月14日(周三)开盘下跌12.76点,跌幅0.16%,报8161.96点; 红筹指数10月14日(周三)开盘下跌4.96点,跌幅0.12%,报4068.21点。

2026-10-14

ASML将于10月14日公布财报,当前关注点已从季度订单转向产能扩张能力。该公司不再公布季度订单数据,因为订单量可能在不同季度间出现显著波动,因此产能目标和交付前景才是衡量市场需求的更重要指标。 ASML预计在2026年生产约65台低数值孔径极紫外(EUV)光刻机,并计划在2027年将产能提高30%至约85台。该公司还在探索在2028年再次提高30%的产能,届时年产能可能达到约110台。 这些系统每套造价约2亿欧元,对制造先进半导体至关重要。它们的交付周期超过一年,这意味着今天的扩建决策反映了对未来很长一段时间的需求预期。 EUV产能目标的上调将强烈表明市场对人工智能投资周期充满信心。但投资者也应关注执行风险,尤其是ASML能否在不影响利润率的前提下缩短制造周期并扩大生产规模。