RUSSIAN DEFENCE MINISTRY said Russian forces struck a cargo ship and an oil tanker in the Black Sea.

2026-11-10

RUSSIAN DEFENCE MINISTRY said Russian forces struck a cargo ship and an oil tanker in the Black Sea.

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2026-11-10

China's front-month SC crude contract fell below 600 yuan/bbl, down more than 6% intraday — the first breach since Aug. 31.

2026-11-10

在AI硬件需求擠佔全球產能、推高覆銅板等關鍵原材料價格的背景下,印度電子製造業正面臨PCB成本高企與供應短缺的雙重壓力。作爲智能手機、汽車等產品的核心部件,PCB產能正加速流向高利潤的AI應用領域,導致傳統電子企業供應趨緊。印度雖通過補貼政策迅速擴大電子組裝和出口,但PCB原材料約88%依賴進口,供應鏈脆弱性突出,覆銅板價格漲幅高達200%至350%,短缺可能持續一年。成本壓力已沿產業鏈傳導,部分製造商與汽車客戶協商提價,並最終轉嫁至消費者;今年節日季蘋果、家電和車企不減價反而漲價,進一步凸顯供應約束對需求的潛在抑制。印度推動本土PCB產能建設的補貼項目預計明年投產,但短期內供應鏈緊張難以明顯緩解。