Canadian ministers will announce a response to U.S. tariffs at 1500 GMT Tuesday (2300 Beijing time).

2026-08-25

Canadian ministers will announce a response to U.S. tariffs at 1500 GMT Tuesday (2300 Beijing time).

其他消息
2026-08-24

雖然美股基金淨資金流仍偏負面、持倉模型處於偏低的 40% 分位,但散戶和機構的整體市場情緒持續走高,從中中期看對大盤構成利好支持。 “容易受 AI 衝擊的股票”與“AI 核心股票”之間仍在進行輪動與清倉;半導體與軟件之間的資金轉移放緩。醫療成爲新的承接方向,美國醫療板塊對衝基金倉位尚未明顯回升,醫療ETF資金流仍保持正向,因此該板塊仍有進一步改善空間;歐洲醫療板塊同樣在三季度末前看好,對衝基金情緒開始轉爲看多。 其他板塊方面:零售股受利空打擊,對衝基金再次開始做空(如全球品牌公司);金屬與礦業雖然過去一個月大漲,但持倉尚未顯得過度擁擠。 歐洲銀行股遭到了對衝基金的大量拋售。(上述觀點來自摩根大通8月21日報告)

2026-08-24

Iran's central bank governor said the US has done everything it can on sanctions and recent US statements have not introduced new restrictions or pressure. He said US claims it will begin comprehensive sanctions add nothing new. Iran has not been idle: planned measures ensure no foreign-exchange supply shortage, and any entrepreneur needing cash will be provided for.