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加沙地帶衛生部門表示,自2023年10月7日以來,以色列的襲擊已造成72939人死亡,另有172927人受傷。
2026-05-31
加沙地帶衛生部門表示,自2023年10月7日以來,以色列的襲擊已造成72939人死亡,另有172927人受傷。
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2026-05-31
Guojin Securities says the A-share market oscillated at highs this week; previously lagging coal, power and consumer sectors staged a clear rebound. In the current AI capex-driven rally, changes on the numerator side—sector and company profit dynamics—are the key drivers of market rotation rather than denominator-side liquidity. Example: the electronics sector saw last quarter turnover concentration at historical highs and its profit share of All-A returned to peak levels; its marginal contribut
Guojin Securities says the A-share market oscillated at highs this week; previously lagging coal, power and consumer sectors staged a clear rebound. In the current AI capex-driven rally, changes on the numerator side—sector and company profit dynamics—are the key drivers of market rotation rather than denominator-side liquidity. Example: the electronics sector saw last quarter turnover concentration at historical highs and its profit share of All-A returned to peak levels; its marginal contribution to 2026Q1 All-A profit growth reached about 15%, making concentrated trading a rational response to marginal signals. Looking ahead, with global financial asset expansion possibly already turning, market rotation will be driven by numerator changes not denominator changes. Implications: 1) tech subsectors lacking cyclical profit-growth support are unlikely rotation targets; 2) for traditional sectors, improving profit expectations remain the basis for a bottoming and recovery.
2026-05-31
The Sun reports that if Andy Burnham is elected mayor of Greater Manchester, he is expected to carry out a major cabinet reshuffle.
The Sun reports that if Andy Burnham is elected mayor of Greater Manchester, he is expected to carry out a major cabinet reshuffle.
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