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美国海军作战部长:我们掌握霍尔木兹海峡布设水雷的数量。相关信息属于机密情报,我不会透露我们如何获取这些数据。
2026-07-08
美国海军作战部长:我们掌握霍尔木兹海峡布设水雷的数量。相关信息属于机密情报,我不会透露我们如何获取这些数据。
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2026-07-08
Haitong International chief economist Zhang Yidong said on July 8 that late‑June Fed commentary lifted rate‑hike expectations and strengthened the dollar, while end‑1H portfolio rebalancing and Meta’s compute announcement sparked demand worries — together triggering a sharp early‑July selloff in global AI/tech stocks. He said the correction has not yet fully run and needs time to de‑risk: markets have not fully priced in a stronger dollar, sticky inflation and tighter Fed policy, and micro‑liqui
Haitong International chief economist Zhang Yidong said on July 8 that late‑June Fed commentary lifted rate‑hike expectations and strengthened the dollar, while end‑1H portfolio rebalancing and Meta’s compute announcement sparked demand worries — together triggering a sharp early‑July selloff in global AI/tech stocks. He said the correction has not yet fully run and needs time to de‑risk: markets have not fully priced in a stronger dollar, sticky inflation and tighter Fed policy, and micro‑liquidity strains — overcrowded AI positioning and funding pressure on AI equities and credit — require time to unwind. After an initial large decline, some pressure from the dollar, oil/inflation and micro crowding has been partly relieved but not digested; Zhang expects the AI move to shift from a plunge to a choppy, differentiated downtrend with short‑term strength in consumer and high‑dividend assets, and a potential renewed AI uptrend once pressures ease further.
2026-07-07
丹麦首相:我期待所有盟友尊重丹麦的主权,格陵兰岛绝不出售。
丹麦首相:我期待所有盟友尊重丹麦的主权,格陵兰岛绝不出售。
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