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中國7月城鎮固定資產投資環比 -1.42%,前值-0.37%。
2026-08-17
中國7月城鎮固定資產投資環比 -1.42%,前值-0.37%。
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2026-08-16
CITIC Securities says global tech deleveraging largely ended in late July, enabling overseas tech to recover first as macro constraints eased and industry momentum was validated; market pricing has shifted from liquidity toward fundamentals. A-share tech lags due to trade crowding and financing pressures from prior rapid gains, not a reversal of industry trends. History shows funding structure affects rhythm while mid‑term direction is set by earnings realization. Compute-industry chain demand r
CITIC Securities says global tech deleveraging largely ended in late July, enabling overseas tech to recover first as macro constraints eased and industry momentum was validated; market pricing has shifted from liquidity toward fundamentals. A-share tech lags due to trade crowding and financing pressures from prior rapid gains, not a reversal of industry trends. History shows funding structure affects rhythm while mid‑term direction is set by earnings realization. Compute-industry chain demand remains resilient and the A-share tech repair is ongoing. Recommended positioning: prioritize core assets with high fundamental visibility; monitor innovative drugs and industrial metals.
2026-08-17
俄羅斯當局表示,夜間對烏克蘭伊茲梅爾地區的港口基礎設施進行了攻擊。
俄羅斯當局表示,夜間對烏克蘭伊茲梅爾地區的港口基礎設施進行了攻擊。
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