At a Nov 5 regular briefing, Foreign Ministry spokesperson Guo Jiakun said Japan’s expedited revision of three security documents sharply raises defense outlays—doubling spending—and develops offensive capabilities, a clear acceleration of remilitarization. Guo called Tokyo’s claim of responding to the “greatest strategic challenge” a pretext for military expansion and said there is domestic concern in Japan that its pacifist identity is being eroded and that the shift will hurt the economy and

2026-11-05

At a Nov 5 regular briefing, Foreign Ministry spokesperson Guo Jiakun said Japan’s expedited revision of three security documents sharply raises defense outlays—doubling spending—and develops offensive capabilities, a clear acceleration of remilitarization. Guo called Tokyo’s claim of responding to the “greatest strategic challenge” a pretext for military expansion and said there is domestic concern in Japan that its pacifist identity is being eroded and that the shift will hurt the economy and livelihoods. He said Japan’s move breaks its “exclusively defensive” posture, seriously threatens regional peace and the postwar international order, and that the international community must be highly vigilant and jointly restrain it.

其他消息
2026-11-05

高盛最新欧洲策略研报指出,欧洲上市公司盈利与本土经济增长出现明显背离。 该行预计,斯托克600指数2026年每股收益(EPS)增长18%,而欧元区名义GDP仅增长3.3%。高盛认为,这一差距首先来自股票市场与实体经济的行业结构并不一致,欧洲股市更集中于盈利能力较强、全球化程度更高的行业。 从行业权重看,金融业仅占欧元区经济活动的10%,却贡献斯托克指数33%的盈利;能源业在经济中的直接权重接近零,却贡献9%的盈利;科技行业占经济活动4%,对应11%的盈利。 相反,工业、房地产和零售合计占欧元区经济活动约45%,在上市公司盈利中的占比只有15%。高盛因此将欧洲股市形容为实体经济的一面“失真镜子”。 高盛认为,这种结构决定了单纯用本土GDP判断欧洲企业盈利,容易低估上市公司的韧性。 欧洲股市整体盈利对金融、能源和科技的依赖度更高,而这些板块受到利率、商品价格和全球需求的影响更大。对于投资者而言,欧洲盈利前景更需要结合行业权重、全球收入来源和外部宏观环境来判断。

2026-11-04

Invesco Nasdaq Technology ETF to suspend trading from market open on Nov 5, 2026; trading to resume at 10:30 on Nov 5, 2026.