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据网络状况监测网站DownDetector:用户报告称,Apple Maps和Google Maps出现故障。
2026-06-29
据网络状况监测网站DownDetector:用户报告称,Apple Maps和Google Maps出现故障。
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2026-06-29
Huatai Securities research note: Escalating Middle East tensions are disrupting global oil and gas supply-demand, temporarily lifting oil prices and driving inventory draws; but high prices are already causing demand destruction, and as supply constraints ease marginally the oil-price midpoint could gradually return toward equilibrium. In bulk chemicals, capex growth has clearly turned since H2 2025; measures to curb redundant competition, dual-carbon control and the exit of backward overseas ca
Huatai Securities research note: Escalating Middle East tensions are disrupting global oil and gas supply-demand, temporarily lifting oil prices and driving inventory draws; but high prices are already causing demand destruction, and as supply constraints ease marginally the oil-price midpoint could gradually return toward equilibrium. In bulk chemicals, capex growth has clearly turned since H2 2025; measures to curb redundant competition, dual-carbon control and the exit of backward overseas capacity are promoting optimization of existing capacity and point to a capacity-cycle inflection. In electronic chemicals, AI compute growth, advanced process nodes, advanced packaging and domestic substitution are lifting semiconductor-material demand, and overseas supply disruptions could boost spot conditions for electronic specialty gases and other critical materials.
2026-06-29
港股半导体板块午后震荡走强,兆易创新(03986.HK)涨超14%,华虹宏力(01347.HK)涨超8%,中芯国际(00981.HK)涨超5%,上海复旦(01385.HK)、澜起科技(06809.HK)等跟涨。
港股半导体板块午后震荡走强,兆易创新(03986.HK)涨超14%,华虹宏力(01347.HK)涨超8%,中芯国际(00981.HK)涨超5%,上海复旦(01385.HK)、澜起科技(06809.HK)等跟涨。
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