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Qatar said maritime activity will resume immediately.
2026-07-05
Qatar said maritime activity will resume immediately.
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其他消息
2026-07-05
Citic Securities says two recent narrative shifts could catalyze a recovery in some non‑AI sectors with earnings support. First, markets are re‑examining Fed policy assumptions and are no longer uniformly pricing a pre‑set hawkish tightening path; a reversal of the tightening/strong‑dollar narrative has eased negative sentiment in non‑AI names. Second, controversy around Meta underscores low market tolerance for negative AI news and suggests downstream players need richer monetization models to
Citic Securities says two recent narrative shifts could catalyze a recovery in some non‑AI sectors with earnings support. First, markets are re‑examining Fed policy assumptions and are no longer uniformly pricing a pre‑set hawkish tightening path; a reversal of the tightening/strong‑dollar narrative has eased negative sentiment in non‑AI names. Second, controversy around Meta underscores low market tolerance for negative AI news and suggests downstream players need richer monetization models to justify aggressive upstream investment. Citic also expects outflows from broad A‑share ETFs to ease materially — a key liquidity margin change. The combination of a softer rate‑hike narrative and improved liquidity could spur selective recovery in fundamentally supported non‑AI sectors.
2026-07-05
President Sisi inaugurated Egypt’s national strategic command center in the new administrative capital on the 4th. The facility is equipped with advanced technical infrastructure, secure communications and enhanced intelligence collection and analysis capabilities, and is intended to integrate leadership and operational levels into a unified command-and-control system for faster, more precise response.
President Sisi inaugurated Egypt’s national strategic command center in the new administrative capital on the 4th. The facility is equipped with advanced technical infrastructure, secure communications and enhanced intelligence collection and analysis capabilities, and is intended to integrate leadership and operational levels into a unified command-and-control system for faster, more precise response.
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