ABC News reports Trump said he has not spoken with Schumer or Jeffries since the election but believes “we can work together,” which would be beneficial for the US. He added he has spoken with other Democrats after the midterms and has friends within the Democratic Party.

2026-11-05

ABC News reports Trump said he has not spoken with Schumer or Jeffries since the election but believes “we can work together,” which would be beneficial for the US. He added he has spoken with other Democrats after the midterms and has friends within the Democratic Party.

其他消息
2026-11-05

高盛最新歐洲策略研報指出,歐洲上市公司盈利與本土經濟增長出現明顯背離。 該行預計,斯托克600指數2026年每股收益(EPS)增長18%,而歐元區名義GDP僅增長3.3%。高盛認爲,這一差距首先來自股票市場與實體經濟的行業結構並不一致,歐洲股市更集中於盈利能力較強、全球化程度更高的行業。 從行業權重看,金融業僅佔歐元區經濟活動的10%,卻貢獻斯托克指數33%的盈利;能源業在經濟中的直接權重接近零,卻貢獻9%的盈利;科技行業佔經濟活動4%,對應11%的盈利。 相反,工業、房地產和零售合計佔歐元區經濟活動約45%,在上市公司盈利中的佔比只有15%。高盛因此將歐洲股市形容爲實體經濟的一面“失真鏡子”。 高盛認爲,這種結構決定了單純用本土GDP判斷歐洲企業盈利,容易低估上市公司的韌性。 歐洲股市整體盈利對金融、能源和科技的依賴度更高,而這些板塊受到利率、商品價格和全球需求的影響更大。對於投資者而言,歐洲盈利前景更需要結合行業權重、全球收入來源和外部宏觀環境來判斷。

2026-11-05

瑞士央行行長施萊格爾:瑞士央行不主張使用前瞻性指引。