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美國標普500 E-Mini期貨上漲0.18%,納斯達克100期貨上漲0.54%,道瓊斯期貨下跌0.09%。
2026-08-17
美國標普500 E-Mini期貨上漲0.18%,納斯達克100期貨上漲0.54%,道瓊斯期貨下跌0.09%。
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2026-08-17
Japan Q2 private consumption preliminary QoQ 0.0% vs 0.5% expected; prior figure revised to 0.5% from 0.3%.
Japan Q2 private consumption preliminary QoQ 0.0% vs 0.5% expected; prior figure revised to 0.5% from 0.3%.
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.
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