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Élysée says French investors and senior corporate executives will accompany President Macron on a trip to Damascus, Syria.
2026-07-07
Élysée says French investors and senior corporate executives will accompany President Macron on a trip to Damascus, Syria.
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其他消息
2026-07-07
CITIC Securities says market style is entering a phase test and capital flows may produce a 'high-to-low' rotation. It flags the consumer sector as underweight, lowly valued, relatively high-yielding and sensitive to potential policy support, making sector rebalancing attractive. Recommended allocation themes: supply-side reversal in agriculture (livestock), structurally expanding service consumption, valuation-driven defensive staples, and new consumption as a long-term structural opportunity.
CITIC Securities says market style is entering a phase test and capital flows may produce a 'high-to-low' rotation. It flags the consumer sector as underweight, lowly valued, relatively high-yielding and sensitive to potential policy support, making sector rebalancing attractive. Recommended allocation themes: supply-side reversal in agriculture (livestock), structurally expanding service consumption, valuation-driven defensive staples, and new consumption as a long-term structural opportunity.
2026-07-06
Investors had been watching whether Microsoft could turn heavy AI infrastructure spending into revenue and margins. The company is continuing to ramp AI investment while trimming sales and gaming organizational costs. Xbox adjustments indicate the overall layoff rate is modest but the gaming unit is undergoing deep internal restructuring; cuts are being framed not as role displacement by AI models but as a budget reallocation from lower-efficiency activities to higher-investment priorities.
Investors had been watching whether Microsoft could turn heavy AI infrastructure spending into revenue and margins. The company is continuing to ramp AI investment while trimming sales and gaming organizational costs. Xbox adjustments indicate the overall layoff rate is modest but the gaming unit is undergoing deep internal restructuring; cuts are being framed not as role displacement by AI models but as a budget reallocation from lower-efficiency activities to higher-investment priorities.
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