2026-07-05

据英国金融时报：法国将英国排除在欧盟国防开支之外的努力将适得其反。

据英国金融时报：法国将英国排除在欧盟国防开支之外的努力将适得其反。

2026-07-05

Independent research platform HFI Research said over the past 24 hours many vessels that had planned to transit via the Omani route instead chose the Iranian-side route.

Independent research platform HFI Research said over the past 24 hours many vessels that had planned to transit via the Omani route instead chose the Iranian-side route.

2026-07-05

独立投资研究平台HFI Research：过去24小时，许多原本计划经阿曼航道通行的船只，转而选择了伊朗一侧航道。

独立投资研究平台HFI Research：过去24小时，许多原本计划经阿曼航道通行的船只，转而选择了伊朗一侧航道。

2026-07-05

Russian Security Council deputy chairman Dmitry Medvedev said on July 4, after attending a public farewell for Iran’s late Supreme Leader Khamenei, that although Iran does not possess nuclear weapons it has found a weapon comparable to them in the Strait of Hormuz and another, which he called a "thermonuclear" card, in the Bab al‑Mandeb. He warned that in a military conflict those straits could be closed, disrupting oil and other shipping, and said he hoped the situation would not escalate but u

Russian Security Council deputy chairman Dmitry Medvedev said on July 4, after attending a public farewell for Iran’s late Supreme Leader Khamenei, that although Iran does not possess nuclear weapons it has found a weapon comparable to them in the Strait of Hormuz and another, which he called a "thermonuclear" card, in the Bab al‑Mandeb. He warned that in a military conflict those straits could be closed, disrupting oil and other shipping, and said he hoped the situation would not escalate but urged countries seeking to provoke conflict in the region to take note.

2026-07-05

Nomura says the global storage industry’s core imbalance is a severe supply shortage and AI-driven structural demand growth has not yet peaked. Investor fears of an imminent supply glut are materially overblown, and recent market weakness could offer a window to reassess storage valuations. Nomura notes semiconductor capex-to-capacity conversion is very slow; a Korean investment plan of about 4,800 trillion won will take at least 5–10 years to translate into actual capacity. High-margin HBM (hig

Nomura says the global storage industry’s core imbalance is a severe supply shortage and AI-driven structural demand growth has not yet peaked. Investor fears of an imminent supply glut are materially overblown, and recent market weakness could offer a window to reassess storage valuations. Nomura notes semiconductor capex-to-capacity conversion is very slow; a Korean investment plan of about 4,800 trillion won will take at least 5–10 years to translate into actual capacity. High-margin HBM (high-bandwidth memory) is crowding out general-purpose memory capacity, further tightening supply. Nomura adds Meta’s recent decision is not an inflection point for weaker AI hardware demand; Meta bringing compute to market may help stabilise and push down per-token prices that have risen amid current compute shortages.

2026-07-05

U.S. President Trump said he will never allow the United States to fall into decline.

U.S. President Trump said he will never allow the United States to fall into decline.