Iran's foreign minister Araghchi said the US president appears aware that most Americans dislike Israel but seems puzzled by it, adding that Americans are fed up with Israel drawing the US into "endless wars" and that people in the region feel the same.

2026-11-09

Iran's foreign minister Araghchi said the US president appears aware that most Americans dislike Israel but seems puzzled by it, adding that Americans are fed up with Israel drawing the US into "endless wars" and that people in the region feel the same.

其他消息
2026-11-09

A股農業板塊震盪走高,新賽股份觸及漲停,萬向德農、海南橡膠跟漲,金健米業跌幅收窄。

2026-11-09

AI服務需求最終將決定數據中心投資規模。只要需求持續增長,數據中心建設最終仍將推進,但成本上漲和工期延誤可能使擴張速度放緩,並造成局部供應缺口,大規模供應過剩的風險相對較低。 美國中期選舉進一步增加了新增項目的不確定性。德克薩斯州當選州長Gina Hinojosa曾承諾,在州議會出臺社區保護措施前暫停新數據中心審批。若相關政策落地,部分新增項目可能面臨審批放緩甚至停滯。在此背景下,已經取得許可、鎖定電力接入容量並簽訂長期供電及設備採購合同的項目,其稀缺性和競爭優勢可能進一步提升,形成新的行業護城河。 微軟、Meta、亞馬遜和谷歌等超大規模雲服務商有望受益於現有數據中心容量的價值提升及定價權增強。此外,如果2028年資本開支預期下調,大型雲廠商的自由現金流也有望改善,此前因AI投資過高而承壓的估值可能獲得修復。