2026-08-28

A股水產品概念拉昇，中水漁業漲停，國聯水產、佳沃食品、獐子島、開創國際等漲幅居前。

A股水產品概念拉昇，中水漁業漲停，國聯水產、佳沃食品、獐子島、開創國際等漲幅居前。

2026-08-28

China A-share food sector rebounded after volatile trade; Black Sesame hit the daily limit, while Ligao Food, Hongmian Co., Yizhi Konjac, Bestore, Jinzi Food and Haoxiangni also advanced.

China A-share food sector rebounded after volatile trade; Black Sesame hit the daily limit, while Ligao Food, Hongmian Co., Yizhi Konjac, Bestore, Jinzi Food and Haoxiangni also advanced.

2026-08-28

A股食品概念股震盪反彈，黑芝麻漲停，立高食品、紅棉股份、一致魔芋、良品鋪子、勁仔食品、好想你等跟漲。

A股食品概念股震盪反彈，黑芝麻漲停，立高食品、紅棉股份、一致魔芋、良品鋪子、勁仔食品、好想你等跟漲。

2026-08-28

China's retail fuel-price adjustment window opens Aug 28 at 24:00 and a rise is expected. Although international crude rose then fell over the Aug 14–28 pricing period, the reference crude change rate stood at +8.18% as of the Aug 26 close. Models forecast a 360 yuan/ton increase, equal to roughly +0.28 yuan/liter for 92-octane, +0.30 yuan/liter for 95-octane and +0.31 yuan/liter for 0 diesel.

China's retail fuel-price adjustment window opens Aug 28 at 24:00 and a rise is expected. Although international crude rose then fell over the Aug 14–28 pricing period, the reference crude change rate stood at +8.18% as of the Aug 26 close. Models forecast a 360 yuan/ton increase, equal to roughly +0.28 yuan/liter for 92-octane, +0.30 yuan/liter for 95-octane and +0.31 yuan/liter for 0 diesel.

2026-08-28

Goldman strategist Rich Privorotsky says markets may be overfocused on a Fed speaker at Jackson Hole and underestimating oil's market impact. Transmission he flags: oil prices ↓ → inflation expectations ↓ → consumer pressure eases → long‑end US Treasury yields ↓ → equity valuation pressure eases → risk assets benefit. He says Jackson Hole is unlikely to be a major event risk unless the speaker materially departs from prior policy stance.

Goldman strategist Rich Privorotsky says markets may be overfocused on a Fed speaker at Jackson Hole and underestimating oil's market impact. Transmission he flags: oil prices ↓ → inflation expectations ↓ → consumer pressure eases → long‑end US Treasury yields ↓ → equity valuation pressure eases → risk assets benefit. He says Jackson Hole is unlikely to be a major event risk unless the speaker materially departs from prior policy stance.

2026-08-28

高盛策略師 Rich Privorotsky認爲，油價可能比傑克遜霍爾年會更重要。也就是說，在高盛看來，市場現在可能過度關注沃什的講話，而低估了油價對通脹和金融市場的影響。高盛認爲，如果油價下降：油價↓→ 通脹預期↓→ 消費者壓力↓→ 長端美債收益率↓→ 股票估值壓力↓→ 風險資產受益。因此，油價可能比沃什講話本身更重要。Privorotsky認爲，除非沃什明顯偏離此前的政策立場，否則傑克遜霍爾本身可能不會成爲“重大事件風險”。

高盛策略師 Rich Privorotsky認爲，油價可能比傑克遜霍爾年會更重要。也就是說，在高盛看來，市場現在可能過度關注沃什的講話，而低估了油價對通脹和金融市場的影響。高盛認爲，如果油價下降：油價↓→ 通脹預期↓→ 消費者壓力↓→ 長端美債收益率↓→ 股票估值壓力↓→ 風險資產受益。因此，油價可能比沃什講話本身更重要。Privorotsky認爲，除非沃什明顯偏離此前的政策立場，否則傑克遜霍爾本身可能不會成爲“重大事件風險”。