Hong Kong-listed aluminium stocks opened stronger: Innovation Industrial (02788.HK) jumped over 6%, Aluminum Corporation of China (Chalco, 02600.HK) rose more than 4%, with China Hongqiao (01378.HK) and Nanshan Aluminium International (02610.HK) also higher.

2026-08-12

Hong Kong-listed aluminium stocks opened stronger: Innovation Industrial (02788.HK) jumped over 6%, Aluminum Corporation of China (Chalco, 02600.HK) rose more than 4%, with China Hongqiao (01378.HK) and Nanshan Aluminium International (02610.HK) also higher.

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2026-08-12

A Houthi spokesperson said Yemeni armed forces attacked Saudi military assembly points, weapons depots and command headquarters in Mecca Province and Marib Province.

2026-08-12

法國興業銀行策略師Manish Kabra團隊認爲,近期半導體和動量交易的大幅波動,更多反映極端倉位和槓桿的集中出清,而非AI基本面同步轉弱。其判斷是,韓國股市最劇烈的去槓桿階段已接近尾聲,美國動量交易也經歷了罕見的大規模對衝基金減倉。 與此同時,AI投資週期仍在擴張。法興指出,最新財報季中美國Hyperscaler雲業務繼續處於強勁上行週期,訂單積壓增長約15%,並推動AI資本開支進一步提高約10%。團隊預計, AI CapEx將在2026年下半年繼續加速,峯值可能要到2027年上半年纔出現。 因此,當前需要區分交易層面的去槓桿與產業層面的資本開支週期:前者已明顯降溫,但後者尚未見頂。 法興進一步提出,在Hyperscaler自由現金流真正改善之前,相比高投入的支出方,AI資本開支直接受益的硬件、基礎設施和供應鏈環節可能更值得關注。