ECB President Lagarde said EU governments must take action to boost economic growth.

2026-07-10

ECB President Lagarde said EU governments must take action to boost economic growth.

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2026-07-10

7月9日,巴菲特指数(沪深300市值/GDP)回升至92.94%,大周期看仍在十年波动区间上端附近震荡;股债性价比指标——沪深300指数股权风险溢价(ERP)降至5.16%,7月以来基本保持在5.2%附近波动,处于2024年10月以来波动区间下端,暗示目前股市相对国债收益优势不明显。 -------- 注:1、巴菲特指数是通过将股市总市值和GDP来比较,判断目前股市是否高估,通常70-100%为正常估值,低于该区间为低估,高于该区间为高估。 2、沪深300指数风险溢价(ERP)主要对比沪深300收益和国债收益率,统计近10年数据可以发现该指标和股指有明显反向关系,每次股市都处于底部区域时,风险溢价均超过6%,也就是当ERP≥6%,股市有投资性价比,而当ERP≤4%时,则股市往往接近或处于阶段性高点,投资性价比低甚至要小心回调风险。

2026-07-09

Israeli Prime Minister NETANYAHU said he maintains frequent exchanges with Elon Musk and others on future trends and scenarios, adding Israel must stay ahead of other countries because its survival depends on its strength.