2026-11-10

瑞银最新House View报告指出，布伦特原油上周下跌16.4%，创2020年4月以来最大单周跌幅，主要因为美国与伊朗谈判预期升温，市场开始消化中东供应中断风险下降的可能性。但瑞银认为，油价回落不代表能源供应已恢复正常：全球可见石油库存9月底仅约78亿桶，较2月减少逾5亿桶；霍尔木兹海峡周边航运安全、保险及运输成本仍处高位，10月该区域至少发生30起船舶遇袭事件。因此瑞银建议，投资者尽可能不要单纯押注油价走势，而是应通过能源、黄金、铜及农产品等多元化大宗商品配置，对冲地缘政治风险和通胀压力。

瑞银最新House View报告指出，布伦特原油上周下跌16.4%，创2020年4月以来最大单周跌幅，主要因为美国与伊朗谈判预期升温，市场开始消化中东供应中断风险下降的可能性。但瑞银认为，油价回落不代表能源供应已恢复正常：全球可见石油库存9月底仅约78亿桶，较2月减少逾5亿桶；霍尔木兹海峡周边航运安全、保险及运输成本仍处高位，10月该区域至少发生30起船舶遇袭事件。因此瑞银建议，投资者尽可能不要单纯押注油价走势，而是应通过能源、黄金、铜及农产品等多元化大宗商品配置，对冲地缘政治风险和通胀压力。

2026-11-10

SoftBank posted a ¥1.12 tln (USD 71 bln) net loss in the second fiscal quarter, its first in nearly two years, reversing a year-earlier profit. Share-price declines in major holdings including Arm, Intel and Coupang weighed on results. Vision Fund recorded a ¥81.6 bln loss. Investors cite concerns over AI-related spending and demand; SoftBank is increasingly viewed as a bellwether for sentiment toward OpenAI and the broader AI sector. Since a June record high, SoftBank shares have fallen more th

SoftBank posted a ¥1.12 tln (USD 71 bln) net loss in the second fiscal quarter, its first in nearly two years, reversing a year-earlier profit. Share-price declines in major holdings including Arm, Intel and Coupang weighed on results. Vision Fund recorded a ¥81.6 bln loss. Investors cite concerns over AI-related spending and demand; SoftBank is increasingly viewed as a bellwether for sentiment toward OpenAI and the broader AI sector. Since a June record high, SoftBank shares have fallen more than 50% amid worries about debt-funded AI investments and fears a Democratic sweep in the US midterms could stall projects backed by Masayoshi Son.

2026-11-10

SoftBank Group said it posted a loss of 1.5 trillion yen in the six months ended September after subsidiary Silver Bands 7 LLC paid to secure power supply for US AI data center projects.

SoftBank Group said it posted a loss of 1.5 trillion yen in the six months ended September after subsidiary Silver Bands 7 LLC paid to secure power supply for US AI data center projects.

2026-11-10

软银集团表示，在截至9月的六个月内，公司录得1.5万亿日元亏损，原因是旗下子公司Silver Bands 7 LLC为美国人工智能数据中心项目确保电力供应而支付了相关款项。

软银集团表示，在截至9月的六个月内，公司录得1.5万亿日元亏损，原因是旗下子公司Silver Bands 7 LLC为美国人工智能数据中心项目确保电力供应而支付了相关款项。

2026-11-10

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street in southern Sanaa.

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street in southern Sanaa.

2026-11-10

A-share computing-power leasing stocks rebounded in afternoon trade. Zhongqingbao jumped over 15%; Zhiwei Intelligent earlier hit the daily trading limit. Yitian Intelligent, Siteqi, Dongfang Materials, Pingzhi Information and Meige Intelligent were among the top gainers.

A-share computing-power leasing stocks rebounded in afternoon trade. Zhongqingbao jumped over 15%; Zhiwei Intelligent earlier hit the daily trading limit. Yitian Intelligent, Siteqi, Dongfang Materials, Pingzhi Information and Meige Intelligent were among the top gainers.