Shipping data and a source show Poland's PKN Orlen will take delivery of four Saudi crude cargoes in October.

2026-10-15

Shipping data and a source show Poland's PKN Orlen will take delivery of four Saudi crude cargoes in October.

其他消息
2026-10-16

The NDRC and two other ministries issued guidance to refine price formation and expand quality inclusive elderly care. Fully market‑oriented elderly care providers — defined as institutions other than safety‑net and inclusive‑support facilities — will operate under market‑regulated pricing. Providers may set fees based on actual costs, service quality and market supply‑and‑demand; authorities encourage premium pricing for higher‑quality services to meet diverse elderly demand.

2026-10-16

摩根士丹利预计,随着台积电扩大2纳米和1.4纳米先进制程产能,其2027年资本开支可能达到830亿美元,2028年进一步增至920亿美元。相比之下,台积电今年的资本开支目标为600亿至640亿美元。台积电管理层在第三季度财报电话会议上表示,计划到2027年将2纳米产能建设规模扩大至目前计划的两倍以上。盈利能力方面,台积电第三季度毛利率为66.4%,低于摩根士丹利预期的67.5%。公司第四季度毛利率指引中值为66%,摩根士丹利认为,这表明2纳米制程产能爬坡及海外业务扩张仍在持续对利润率构成压力。摩根士丹利维持台积电3088元新台币的目标价不变。