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Comcast (CMCSA.O) plans to separate its media and technology businesses into two leading publicly listed companies.
2026-06-29
Comcast (CMCSA.O) plans to separate its media and technology businesses into two leading publicly listed companies.
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其他消息
2026-06-29
U.S. President Trump said WTI crude has fallen to USD69/bbl and continues to drop, below levels prior to Iran beginning the denuclearization process.
U.S. President Trump said WTI crude has fallen to USD69/bbl and continues to drop, below levels prior to Iran beginning the denuclearization process.
2026-06-29
CITIC Securities says early-May dollar strength and rising rate expectations correspond with an acceleration of global K-shaped market divergence, driven by tightening expectations that damage non-AI demand. The firm judges the K-shaped split has reached a cyclical extreme; even overseas tech is contracting internally, and pricing across equities, bonds, commodities and FX already reflects early recession-trade signals. If tightening materializes, carbon‑based demand could suffer further; if not
CITIC Securities says early-May dollar strength and rising rate expectations correspond with an acceleration of global K-shaped market divergence, driven by tightening expectations that damage non-AI demand. The firm judges the K-shaped split has reached a cyclical extreme; even overseas tech is contracting internally, and pricing across equities, bonds, commodities and FX already reflects early recession-trade signals. If tightening materializes, carbon‑based demand could suffer further; if not, divergence may partially converge. Compared with volatile offshore markets, China’s A-share market shows greater resilience: some non-AI sectors have attracted early (left-side) institutional flows and a few low-valuation pockets have begun to repair, but catalysts are still required.
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