Spain's prime minister's office said US-Spain bilateral relations benefit both countries in trade and defense.

2026-07-08

Spain's prime minister's office said US-Spain bilateral relations benefit both countries in trade and defense.

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2026-07-08

Axios reported a U.S. official said the U.S. strike on Iran on Tuesday (U.S. local time) was 4-5 times larger in scale and intensity than the strike 10 days earlier.

2026-07-08

地缘风险扮演了“估值挤泡沫”的完美催化剂。在过去数月由AI Capex驱动的牛市中,科技股的远期现金流折现高度依赖低利率流动性环境。当美伊局势恶化引发通胀逆袭隐忧后,长端美债收益率曲线迅速“熊市陡峭化”,直接抬高了科技股的股权资本成本。全球宏观对冲基金正在以最快速度进行仓位再平衡,执行“卖出成长股,买入防御股”的防御性腾挪,资金从没有地缘现金流支撑的科技板块,流向真正受益于油价上涨和防务开支扩张的硬资产。