"央行增持=利多黃金"，這個翻譯害了多少人？最危險的時候就是央行在買、交易資金在跑。今天講一個很多人沒認真想過的問題：央行研究的是黃金能幹什麼，交易研究的是市場願意給多少錢，兩個問題，答錯直接被被甩下車>>

JP Morgan strategists led by Mislav Matejka say investors should use market pullbacks to add exposure, citing a strong corporate earnings outlook. They acknowledge rising global bond yields and elevated inflation concerns but still expect the equity rally to continue. Improving earnings revisions mean downturns compress P/E ratios and make equities cheaper. The macro backdrop is supportive, with US and eurozone manufacturing near four‑year highs. The team judges modest central‑bank tightening unlikely to derail equities unless inflation expectations shift materially. Matejka correctly flagged the potential for fresh highs in June.

The 2026 Marine Cooperation and Development Forum will be held in Qingdao West Coast New Area Sept. 16-18. The forum, themed “From Blue to the Future — Developing a Sustainable Marine Economy,” will focus on the marine economy, technological innovation and blue finance, and will publish the 2026 China Marine Development Index and other research outputs. Organizers say the event will serve as an international platform for maritime cooperation.