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美國國務卿魯比奧:美國總統特朗普已作出表態,認爲目前無需對伊朗採取軍事行動。
2026-11-10
美國國務卿魯比奧:美國總統特朗普已作出表態,認爲目前無需對伊朗採取軍事行動。
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2026-11-10
西班牙天然氣公司Enagás:西班牙10月份天然氣進口量爲32,722吉瓦時,去年同期爲34,980吉瓦時。
西班牙天然氣公司Enagás:西班牙10月份天然氣進口量爲32,722吉瓦時,去年同期爲34,980吉瓦時。
2026-11-10
Speaking at CSC Financial's 2027 capital markets strategy meeting in Beijing, chief economist Huang Wentao outlined a 'new four-bulls' long-bull framework and said China's capital market should remain broadly upward in 2027, with a possible 'three bulls' rally in equities, bonds and the yuan. Policy drivers to watch: a shift from investment in physical assets to investment in people, second-year ramp-up of major five-year-plan projects, greater use of policy financial instruments, property adjus
Speaking at CSC Financial's 2027 capital markets strategy meeting in Beijing, chief economist Huang Wentao outlined a 'new four-bulls' long-bull framework and said China's capital market should remain broadly upward in 2027, with a possible 'three bulls' rally in equities, bonds and the yuan. Policy drivers to watch: a shift from investment in physical assets to investment in people, second-year ramp-up of major five-year-plan projects, greater use of policy financial instruments, property adjustment entering its final stage, and income-distribution reform. For asset allocation he recommended overweighting RMB 'money-anchor' assets — key tech/domestic-substitution sectors, gold, strategic metals, shipping/logistics, chemicals/materials, aerospace/defence, energy and power, pharmaceuticals, robotics and other strategic national-construction sectors — while keeping core allocations to RMB liquidity assets: securities/financials, dividend equities, bonds and prime-location REITs. He cautioned on downside risks from overseas economic volatility, financial-stability concerns and geopolitical tension.
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