Ukrainian Interior Ministry adviser Anton Gerashchenko said Russia’s operating refineries are increasingly depleted and hostilities have spread to maritime routes. After a series of strikes on Russian vessels, Moscow has suspended navigation on the Azov-Don waterway and the Kerch Strait, cutting the link between the Sea of Azov and the Black Sea. Gerashchenko said the Azov-Don route is a key conduit for Russian military logistics, cargo transport, port maintenance and the circumvention of sancti

2026-07-11

Ukrainian Interior Ministry adviser Anton Gerashchenko said Russia’s operating refineries are increasingly depleted and hostilities have spread to maritime routes. After a series of strikes on Russian vessels, Moscow has suspended navigation on the Azov-Don waterway and the Kerch Strait, cutting the link between the Sea of Azov and the Black Sea. Gerashchenko said the Azov-Don route is a key conduit for Russian military logistics, cargo transport, port maintenance and the circumvention of sanctions for oil products; its suspension disrupts a primary export and supply corridor used to ship seized goods and generate revenue that funds procurement of weapons including Iskander missiles and KAB-guided bombs. He identified Taganrog and Azov ports and a ‘shadow fleet’ network as implicated in the trade channel.

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2026-07-11

SK海力士CEO郭魯正:從供應角度來看,2027年將是內存短缺週期中最糟糕的一年。

2026-07-11

分析師表示,美國財政部本次拍賣220億美元30年期國債,中標收益率5.058%,較拍賣前市場水平低0.3個基點,競標倍數2.44,表現不錯。其中間接投標者(海外機構爲主)佔比高達77.74%,顯示在收益率升至5%上方後,外資承接意願明顯增強;而美國國內直接投標者佔比僅12.24%,內需相對疲弱。 這說明當前外資購買美債越來越價格驅動——只有當收益率提供足夠補償(覆蓋久期風險和財政可持續性擔憂)時,纔會積極進場。這不是趨勢性“大舉迴流”,而是機會主義配置的體現,高收益成爲主要吸引力。 短期利好是,有效緩解了長端收益率的上行壓力,避免了尾部風險。對黃金來說則中性偏空。高絕對收益率仍維持黃金的持有成本,短期震盪反彈格局大概率延續,除非實際利率出現明顯拐點。整體看,美債長端的需求恢復仍依賴收益率的吸引力,而非無條件的避險需求。