欧洲央行管委内格尔：通胀将在2027年保持在目标之上。

The IEA forecasts US investment in coal and gas-fired generation will reach $50 billion this year, about $3 billion more than China. The increase is driven by a surge in gas-turbine orders and sharp price rises as demand outstrips manufacturing capacity. US customers ordered roughly 20 GW of gas turbines in Q1 2026. Modern AI data centres require 1 GW to several GW of power each—about the consumption of a Western city—adding material demand pressure for new thermal capacity.

韦德布什：首次覆盖SpaceX(SPCX.O)，给予“跑赢大盘”评级，目标价190美元。