On the 21st (local time), after protracted talks EU member states agreed to extend Russia sanctions for 36 months, prolonging measures targeting more than 3,000 Russian individuals and entities. Two Russian businessmen were removed from the sanctions list. The extension is longer than the usual 6–12 month renewals; the EU said the move aims to avoid future renewal deadlock caused by member-state disagreements.

2026-09-22

On the 21st (local time), after protracted talks EU member states agreed to extend Russia sanctions for 36 months, prolonging measures targeting more than 3,000 Russian individuals and entities. Two Russian businessmen were removed from the sanctions list. The extension is longer than the usual 6–12 month renewals; the EU said the move aims to avoid future renewal deadlock caused by member-state disagreements.

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2026-09-21

美聯儲古爾斯比:從歷史水平來看,美國長期利率並不算特別高,他不認爲這反映出市場對美國失去信心。央行官員的職責不是對市場或總統作出迴應,而是根據經濟狀況採取行動。

2026-09-22

9月21日,巴菲特指數(滬深300市值/GDP)連升兩日至93.03%,近期基本在年內波動的中間區域震盪。股債性價比指標——滬深300指數股權風險溢價(ERP)連降兩日至5.75%,但依然處於偏高位置;從大週期來看,該指標仍處在過去四年波動區間中間區域,暗示目前股市相對國債收益的吸引力處於中性偏高水平。 -------- 注:1、巴菲特指數是通過將股市總市值和GDP來比較,判斷目前股市是否高估,通常70-100%爲正常估值,低於該區間爲低估,高於該區間爲高估。 2、滬深300指數風險溢價(ERP)主要對比滬深300收益和國債收益率,統計近10年數據可以發現該指標和股指有明顯反向關係,每次股市都處於底部區域時,風險溢價均超過6%,也就是當ERP≥6%,股市有投資性價比,而當ERP≤4%時,則股市往往接近或處於階段性高點,投資性價比低甚至要小心回調風險。