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A股存储芯片板块低开,有研新材、赛腾股份竞价跌停,普冉股份跌超11%,京仪装备、商络电子等跟跌。
2026-07-02
A股存储芯片板块低开,有研新材、赛腾股份竞价跌停,普冉股份跌超11%,京仪装备、商络电子等跟跌。
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其他消息
2026-07-02
Hassett criticized Powell's continued tenure, framing the dispute as a battle over Federal Reserve Board seats. Powell's chair term ends but his Board term runs to January 2028; as long as he remains a governor the White House lacks an immediate vacancy to fill and the Board's voting balance cannot be quickly rewritten along political lines. That shifts market focus from 'who will be chair and when cuts come' to a slower institutional variable: how Board-term protections limit presidential contr
Hassett criticized Powell's continued tenure, framing the dispute as a battle over Federal Reserve Board seats. Powell's chair term ends but his Board term runs to January 2028; as long as he remains a governor the White House lacks an immediate vacancy to fill and the Board's voting balance cannot be quickly rewritten along political lines. That shifts market focus from 'who will be chair and when cuts come' to a slower institutional variable: how Board-term protections limit presidential control of the Fed and how future policy splits may hinge not just on rate forecasts but on whether Board seats can be reshaped.
2026-07-02
Institutional forecasts for US June seasonally adjusted nonfarm payrolls — range 25k–160k; Reuters consensus +110k. Selected forecasts: Citi +25k; Nomura +70k; Deutsche Bank +75k; UBS +80k; Standard Chartered +80k; TD Securities +80k; Oxford Economics +85k; Mizuho/Scotiabank/Morgan Stanley +90k; Barclays/Commerzbank/Westpac +100k; ANZ/Capital Economics/HSBC/ING +110k; Wells Fargo +120k; JPMorgan +125k; Goldman/BofA/Sumitomo Mitsui +130k; Moody's Analytics/Jefferies +135k; Societe Generale +150k;
Institutional forecasts for US June seasonally adjusted nonfarm payrolls — range 25k–160k; Reuters consensus +110k. Selected forecasts: Citi +25k; Nomura +70k; Deutsche Bank +75k; UBS +80k; Standard Chartered +80k; TD Securities +80k; Oxford Economics +85k; Mizuho/Scotiabank/Morgan Stanley +90k; Barclays/Commerzbank/Westpac +100k; ANZ/Capital Economics/HSBC/ING +110k; Wells Fargo +120k; JPMorgan +125k; Goldman/BofA/Sumitomo Mitsui +130k; Moody's Analytics/Jefferies +135k; Societe Generale +150k; ABN AMRO +160k.
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