U.S. President Trump said Attorney General Branch will decide the future of weaponized funds.

2026-08-11

U.S. President Trump said Attorney General Branch will decide the future of weaponized funds.

其他消息
2026-08-10

AI hyperscalers的投資級信用利差以及Oracle五年期CDS仍處於高位,說明 債券投資者仍在擔心大型科技公司不斷擴張AI資本開支後,自由現金流、回購能力以及資產負債表的邊際變化。 這裏形成了一個非常清楚的跨資產背離:股票資金仍在追逐AI盈利故事,信用市場卻已經開始給AI資本開支重新定價。 美銀投資策略師Hartnett甚至認爲,只有大型科技股重新恢復強勁,才能壓制「國產算力可能提前削弱AI資本開支週期」的擔憂。所以 後續觀察AI,不應只看納指或芯片股,還應該看科技企業信用利差是否繼續擴大。如果股票上漲、信用仍惡化,說明股債對AI回報率的判斷仍未達成一致。

2026-08-10

Hong Kong's Hang Seng Index (HSI) closed up 269.46 points (+1.05%) at 25,937.49 on Monday, Aug. 10. The Hang Seng Tech Index closed up 61.17 points (+1.26%) at 4,919.46. The Hang Seng China Enterprises Index (HSCEI) closed up 90.26 points (+1.06%) at 8,621.84, and the Hang Seng Red Chip Index closed up 21.84 points (+0.53%) at 4,142.85.