2026-08-28

A股水产品概念拉升，中水渔业涨停，国联水产、佳沃食品、獐子岛、开创国际等涨幅居前。

A股水产品概念拉升，中水渔业涨停，国联水产、佳沃食品、獐子岛、开创国际等涨幅居前。

2026-08-28

China A-share food sector rebounded after volatile trade; Black Sesame hit the daily limit, while Ligao Food, Hongmian Co., Yizhi Konjac, Bestore, Jinzi Food and Haoxiangni also advanced.

China A-share food sector rebounded after volatile trade; Black Sesame hit the daily limit, while Ligao Food, Hongmian Co., Yizhi Konjac, Bestore, Jinzi Food and Haoxiangni also advanced.

2026-08-28

A股食品概念股震荡反弹，黑芝麻涨停，立高食品、红棉股份、一致魔芋、良品铺子、劲仔食品、好想你等跟涨。

A股食品概念股震荡反弹，黑芝麻涨停，立高食品、红棉股份、一致魔芋、良品铺子、劲仔食品、好想你等跟涨。

2026-08-28

China's retail fuel-price adjustment window opens Aug 28 at 24:00 and a rise is expected. Although international crude rose then fell over the Aug 14–28 pricing period, the reference crude change rate stood at +8.18% as of the Aug 26 close. Models forecast a 360 yuan/ton increase, equal to roughly +0.28 yuan/liter for 92-octane, +0.30 yuan/liter for 95-octane and +0.31 yuan/liter for 0 diesel.

China's retail fuel-price adjustment window opens Aug 28 at 24:00 and a rise is expected. Although international crude rose then fell over the Aug 14–28 pricing period, the reference crude change rate stood at +8.18% as of the Aug 26 close. Models forecast a 360 yuan/ton increase, equal to roughly +0.28 yuan/liter for 92-octane, +0.30 yuan/liter for 95-octane and +0.31 yuan/liter for 0 diesel.

2026-08-28

Goldman strategist Rich Privorotsky says markets may be overfocused on a Fed speaker at Jackson Hole and underestimating oil's market impact. Transmission he flags: oil prices ↓ → inflation expectations ↓ → consumer pressure eases → long‑end US Treasury yields ↓ → equity valuation pressure eases → risk assets benefit. He says Jackson Hole is unlikely to be a major event risk unless the speaker materially departs from prior policy stance.

Goldman strategist Rich Privorotsky says markets may be overfocused on a Fed speaker at Jackson Hole and underestimating oil's market impact. Transmission he flags: oil prices ↓ → inflation expectations ↓ → consumer pressure eases → long‑end US Treasury yields ↓ → equity valuation pressure eases → risk assets benefit. He says Jackson Hole is unlikely to be a major event risk unless the speaker materially departs from prior policy stance.

2026-08-28

高盛策略师 Rich Privorotsky认为，油价可能比杰克逊霍尔年会更重要。也就是说，在高盛看来，市场现在可能过度关注沃什的讲话，而低估了油价对通胀和金融市场的影响。高盛认为，如果油价下降：油价↓→ 通胀预期↓→ 消费者压力↓→ 长端美债收益率↓→ 股票估值压力↓→ 风险资产受益。因此，油价可能比沃什讲话本身更重要。Privorotsky认为，除非沃什明显偏离此前的政策立场，否则杰克逊霍尔本身可能不会成为“重大事件风险”。

高盛策略师 Rich Privorotsky认为，油价可能比杰克逊霍尔年会更重要。也就是说，在高盛看来，市场现在可能过度关注沃什的讲话，而低估了油价对通胀和金融市场的影响。高盛认为，如果油价下降：油价↓→ 通胀预期↓→ 消费者压力↓→ 长端美债收益率↓→ 股票估值压力↓→ 风险资产受益。因此，油价可能比沃什讲话本身更重要。Privorotsky认为，除非沃什明显偏离此前的政策立场，否则杰克逊霍尔本身可能不会成为“重大事件风险”。