People familiar with the matter said parts of Marseille, France will impose a curfew on minors from 10:00pm on Tuesday.

2026-10-20

People familiar with the matter said parts of Marseille, France will impose a curfew on minors from 10:00pm on Tuesday.

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2026-10-20

At an investor event Sanwei Chemical said catalyst business profitability rose sharply in the first three quarters of 2026. The coal-chem catalyst segment presents sizable market opportunities; the company will leverage R&D and product-performance advantages to lift catalyst margins. The 50,000 t/yr isooctanoic acid project has completed trial-production plan review and confirmation of trial conditions and has entered trial production. The cellulose-derivatives and supporting equipment upgrade p

2026-10-20

伯恩斯坦認爲,微軟新增算力逐步投入使用,有望讓Azure與Microsoft 365商業雲業務同時加速,從而改善市場對AI投入回報的看法,但實現時點仍不確定。 一個關鍵變化是收入與資本開支增速的差距可能縮小。要走到這一拐點,資本開支增速仍需下降,Azure收入則需繼續加速。Microsoft 365商業雲增速有望接近或進入20%區間,不過,這仍取決於算力釋放、定價與變現滯後等假設。計入硬件漲價後,該機構尚不能確認拐點已經出現,2027還是2028財年仍有不確定性。 另一項變化是Copilot變現。該行認爲,微軟的分發渠道、企業數據以及已融入工作流程的辦公平臺,有助於把AI功能轉化爲收入。