ECB chief economist Lane said the central bank must have tools to address multiple equilibria in bond markets; this is essential.

2026-11-11

ECB chief economist Lane said the central bank must have tools to address multiple equilibria in bond markets; this is essential.

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2026-11-10

投资策略转向科技股反弹。 摩根大通全球市场策略主管Dubravko建议,做多过去12个月表现强劲的股票、做空过去3个月表现强劲的股票,相当于看好科技股跑赢能源和防御性板块。他认为AI产业链上游经过集中抛售后出现有吸引力的买点;大型云计算服务商短期上涨空间有限,但中期有望受益于算力供应趋紧带来的定价能力、利润率和现金流改善。低波动率股票吸引力下降,若继续配置,首选医疗保健,其次为公用事业和必需消费品。消费周期股仍受高油价、借贷成本及住房短缺拖累,但长期看好服装、餐饮和零售板块。(摩根大通11月9日报告)

2026-11-10

生猪主力合约日内涨幅扩大至2.00%,现报9550.00元/吨。