The European Commission said any European security framework proposed by Trump senior adviser Jared Kushner should be decided by the EU itself, as it falls within EU competence and concerns the EU's own security, and that the EU must be involved in such discussions.

2026-11-09

The European Commission said any European security framework proposed by Trump senior adviser Jared Kushner should be decided by the EU itself, as it falls within EU competence and concerns the EU's own security, and that the EU must be involved in such discussions.

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2026-11-09

SoftBank Group agreed to a five-year lock-up on Grab shares directly held by its entities.

2026-11-09

半导体股票估值已明显下降,但低市盈率未必意味着便宜。全球前十大半导体企业合计利润从2023年的约750亿美元升至2024年的1690亿美元,并于2025年达到2890亿美元,同比增加约71%,两年增长近2.9倍、达到原来的3.9倍。与此同时,Yardeni数据显示,截至11月6日,标普500半导体行业指数前瞻市盈率降至13.1倍,低于标普500指数的18.7倍。半导体具有明显周期性,历史上2000年、2018年和2021年的利润高峰之后均出现回落。当盈利处于周期高位时,市盈率会因利润分母膨胀而显得便宜;一旦盈利回归常态,当前低估值可能迅速消失。