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A股開盤,上證指數漲0.07%,深證成指漲0.06%,創業板指跌0.13%。
2026-09-08
A股開盤,上證指數漲0.07%,深證成指漲0.06%,創業板指跌0.13%。
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2026-09-08
Iran's Bushehr–Dubai flight route will begin operations on Sept. 20, Iranian media reported.
Iran's Bushehr–Dubai flight route will begin operations on Sept. 20, Iranian media reported.
2026-09-07
Goldman Sachs: tech and semiconductors have been the main source of upward earnings revisions since 2026, supported by AI-driven capex and equity gains. But investors are increasingly reluctant to pay higher multiples for more cyclical earnings; rising leverage across the AI supply chain and elevated long-term rates are constraining valuation expansion. Goldman still sees scope to raise AI capex forecasts and warns compute demand may outstrip supply through 2028; market implications hinge on AI
Goldman Sachs: tech and semiconductors have been the main source of upward earnings revisions since 2026, supported by AI-driven capex and equity gains. But investors are increasingly reluctant to pay higher multiples for more cyclical earnings; rising leverage across the AI supply chain and elevated long-term rates are constraining valuation expansion. Goldman still sees scope to raise AI capex forecasts and warns compute demand may outstrip supply through 2028; market implications hinge on AI spending, investment returns and competitive dynamics (Goldman Sachs report, Sept. 6).
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