IAEA report: the agency cannot conclude that nuclear material in Iran's peaceful nuclear activities has not been diverted.

2026-11-13

IAEA report: the agency cannot conclude that nuclear material in Iran's peaceful nuclear activities has not been diverted.

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2026-11-13

伯恩斯坦在CoreWeave(CRWV)2026年第三季度財報發佈後維持「跑輸大盤」評級,長期目標價54美元。該機構承認,公司11月10日公佈的業績表現強勁,融資安排和經營執行力持續改善,但認爲股價長期表現仍取決於三個條件:數據中心供給持續緊張、客戶持續預付資金,以及公司最終轉型爲具備自我融資能力的超大規模雲服務商。伯恩斯坦尤其擔憂2028年前新增算力供給超過55GW,可能削弱當前高價租賃模式。財務方面,CoreWeave第三季度淨利息支出達8.46億美元,超過3.79億美元的調整後經營利潤;單季債務增加118億美元。公司調整後淨利潤預計到2028年上半年才能轉正。伯恩斯坦認爲,公司執行力正在改善,但商業模式的長期經濟性仍缺乏充分證明。

2026-11-13

PBOC data: cross-border RMB settlements under the current account totaled 1.9 tln yuan in October, with goods trade 1.43 tln yuan and services/other current-account items 0.47 tln yuan. Cross-border RMB settlements for direct investment were 0.56 tln yuan, split into outward direct investment 0.21 tln yuan and inward FDI 0.35 tln yuan.