2026-09-23

美银：预计英国央行将在2026年11月和2027年2月加息25个基点，此前预测为利率在2027年11月之前保持不变。

美银：预计英国央行将在2026年11月和2027年2月加息25个基点，此前预测为利率在2027年11月之前保持不变。

2026-09-23

Morgan Stanley remains overweight banks, semiconductors and capital goods; among major European equity markets, France’s CAC 40 shows the strongest positive correlation with a reopening of the Strait of Hormuz.

Morgan Stanley remains overweight banks, semiconductors and capital goods; among major European equity markets, France’s CAC 40 shows the strongest positive correlation with a reopening of the Strait of Hormuz.

2026-09-23

摩根士丹利：仍超配银行、半导体和资本品板块；在欧洲主要股市中，法国CAC 40指数与霍尔木兹海峡重新开放的正相关性最强。

摩根士丹利：仍超配银行、半导体和资本品板块；在欧洲主要股市中，法国CAC 40指数与霍尔木兹海峡重新开放的正相关性最强。

2026-09-23

Morgan Stanley says European equities are most sensitive to a potential reopening of the Strait of Hormuz as U.S.-Iran diplomacy progresses.

Morgan Stanley says European equities are most sensitive to a potential reopening of the Strait of Hormuz as U.S.-Iran diplomacy progresses.

2026-09-23

摩根士丹利：随着美伊外交取得进展，欧洲股市对霍尔木兹海峡可能重新开放最为敏感。

摩根士丹利：随着美伊外交取得进展，欧洲股市对霍尔木兹海峡可能重新开放最为敏感。

2026-09-23

A document shows Germany plans to procure up to €1.7bn ($1.9bn) of encryption technology from German security firm Secunet for Bundeswehr data networks. A key parliamentary committee is expected to approve the agreement on Wednesday. The initial order is slightly above €100m, with deliveries due to begin next year. The wider four-year framework builds on an existing deal. Secunet will deploy a Secure Inter‑Network Architecture (SINA) and provide planning, maintenance, training and repair service

A document shows Germany plans to procure up to €1.7bn ($1.9bn) of encryption technology from German security firm Secunet for Bundeswehr data networks. A key parliamentary committee is expected to approve the agreement on Wednesday. The initial order is slightly above €100m, with deliveries due to begin next year. The wider four-year framework builds on an existing deal. Secunet will deploy a Secure Inter‑Network Architecture (SINA) and provide planning, maintenance, training and repair services. Funding will be allocated via next year’s commitment authority. The defence ministry estimates follow-up operating costs of about €6m to 2030. Secunet shares rose as much as 11% intraday on the report.