2026-08-09

市场消息：沙特阿拉伯朱拜尔工业城燃气设施发生火灾。

市场消息：沙特阿拉伯朱拜尔工业城燃气设施发生火灾。

2026-08-09

Elon Musk said Starlink’s third-generation satellites (V3), planned to be launched by Starship, would deliver roughly an order-of-magnitude improvement in overall performance versus the current Falcon-launched second-generation (V2) fleet. He said SpaceX plans to deploy an order-of-magnitude larger V3 fleet and later iterations alongside remaining V2 and handset-direct satellites, raising total bandwidth to more than 100x that of V2. Musk forecast V2’s ARR this year at $20bn and said SpaceX’s co

Elon Musk said Starlink’s third-generation satellites (V3), planned to be launched by Starship, would deliver roughly an order-of-magnitude improvement in overall performance versus the current Falcon-launched second-generation (V2) fleet. He said SpaceX plans to deploy an order-of-magnitude larger V3 fleet and later iterations alongside remaining V2 and handset-direct satellites, raising total bandwidth to more than 100x that of V2. Musk forecast V2’s ARR this year at $20bn and said SpaceX’s communications revenue could exceed $200bn even if revenue per gigabit falls to one-tenth.

2026-08-09

Korean equity turbulence may have peaked after a historic sell‑off cleared leveraged positions and regulatory curbs cut trading in high‑risk products. A Korean equity volatility index fell to a two‑month low last week after hitting a record high in June. Forced liquidations reduced outstanding margin debt, and tighter rules on leveraged ETFs squeezed volumes and assets linked to Samsung Electronics and SK Hynix. Morgan Stanley says deleveraging is more than half complete. The KOSPI is down nearl

Korean equity turbulence may have peaked after a historic sell‑off cleared leveraged positions and regulatory curbs cut trading in high‑risk products. A Korean equity volatility index fell to a two‑month low last week after hitting a record high in June. Forced liquidations reduced outstanding margin debt, and tighter rules on leveraged ETFs squeezed volumes and assets linked to Samsung Electronics and SK Hynix. Morgan Stanley says deleveraging is more than half complete. The KOSPI is down nearly 40% from its June peak, and global funds have sold over $100 bln of Korean equities year‑to‑date, leaving EM fund exposure to Korea weakened.

2026-08-09

At about 23:55 local time on Aug. 8, Kansai Electric Power Co.'s Ohi nuclear plant Unit 3 in Fukui prefecture automatically shut down after alarms from an internal generator equipment abnormality. Kansai Electric said there is no radiological impact on the surrounding environment. Kansai Electric's Mihama plant Unit 3 in Fukui was manually shut in May after a turbine steam leak.

At about 23:55 local time on Aug. 8, Kansai Electric Power Co.'s Ohi nuclear plant Unit 3 in Fukui prefecture automatically shut down after alarms from an internal generator equipment abnormality. Kansai Electric said there is no radiological impact on the surrounding environment. Kansai Electric's Mihama plant Unit 3 in Fukui was manually shut in May after a turbine steam leak.

2026-08-09

Iranian media posted on social media on the 8th a video featuring Iran's supreme leader Mojtaba Khamenei, Xinhua said.

Iranian media posted on social media on the 8th a video featuring Iran's supreme leader Mojtaba Khamenei, Xinhua said.

2026-08-09

国内新闻： 1. 国内金饰克价重返1300元。 2. Apple智能可配合阿里巴巴千问模型工作。 3. 江波龙：完成37亿元定增事项，发行价格为560元/股。 国际新闻： 1. 伯克希尔哈撒韦二季度净利润大幅增长，现金储备有所下降。 2. 美官员：乌克兰同意避免攻击非俄籍油轮和黑海石油设施。 3. 美参议院通过临时拨款法案，有望避免政府停摆。 4. 据悉因担忧安全问题，土耳其限制商业船只进入黑海。 5. 中东局势— ①伊朗：接近与阿曼达成管理海峡协议。同阿曼的谈判与霍尔木兹海峡能否重开无关。 ②万斯：伊朗已告知美国暂无霍尔木兹海峡通行费计划；美伊冲突仍处于“博弈中段”。 ③据阿曼国家通讯社：阿曼方面谴责（伊朗）在霍尔木兹海峡过境时对船只的反复攻击。 ⑤阿联酋阿布扎比国家石油公司ADNOC一艘船只在周六早晨通过霍尔木兹海峡时遭到导弹袭击。 ④霍尔木兹海峡关闭致伊拉克石油出口骤降75%。

国内新闻： 1. 国内金饰克价重返1300元。 2. Apple智能可配合阿里巴巴千问模型工作。 3. 江波龙：完成37亿元定增事项，发行价格为560元/股。 国际新闻： 1. 伯克希尔哈撒韦二季度净利润大幅增长，现金储备有所下降。 2. 美官员：乌克兰同意避免攻击非俄籍油轮和黑海石油设施。 3. 美参议院通过临时拨款法案，有望避免政府停摆。 4. 据悉因担忧安全问题，土耳其限制商业船只进入黑海。 5. 中东局势— ①伊朗：接近与阿曼达成管理海峡协议。同阿曼的谈判与霍尔木兹海峡能否重开无关。 ②万斯：伊朗已告知美国暂无霍尔木兹海峡通行费计划；美伊冲突仍处于“博弈中段”。 ③据阿曼国家通讯社：阿曼方面谴责（伊朗）在霍尔木兹海峡过境时对船只的反复攻击。 ⑤阿联酋阿布扎比国家石油公司ADNOC一艘船只在周六早晨通过霍尔木兹海峡时遭到导弹袭击。 ④霍尔木兹海峡关闭致伊拉克石油出口骤降75%。