US Treasury's latest biweekly report shows foreign investors bought 7-year Treasuries worth $6.18 bln (prior $4.09 bln), 5-year $8.31 bln (prior $7.37 bln), and 2-year $6.96 bln (prior $8.24 bln). Investment funds increased purchases across maturities: 7-year $32.87 bln (prior $32.31 bln), 5-year $52.49 bln (prior $49.22 bln), and 2-year $50.48 bln (prior $49.42 bln).

2026-11-10

US Treasury's latest biweekly report shows foreign investors bought 7-year Treasuries worth $6.18 bln (prior $4.09 bln), 5-year $8.31 bln (prior $7.37 bln), and 2-year $6.96 bln (prior $8.24 bln). Investment funds increased purchases across maturities: 7-year $32.87 bln (prior $32.31 bln), 5-year $52.49 bln (prior $49.22 bln), and 2-year $50.48 bln (prior $49.42 bln).

其他消息
2026-11-09

野村證券經濟學家Ting Lu和Jing Wang在報告中指出,美國民主黨贏得國會兩院及部分關鍵州州長選舉後,地方政府可能加強數據中心審批、清潔能源採購和電價監管,限制開發商將電網升級、輸電擴容及新增發電成本轉嫁給居民,延長美國大型數據中心從選址到併網的週期。野村認爲,美國雲廠商擴張放緩可能緩解全球GPU、HBM及先進封裝產能緊張,中國企業通過中間貿易樞紐採購相關硬件的成本有望下降。此前亞洲物流樞紐部分受限GPU和HBM的灰色市場價格曾達到官方標價的2—3倍,相關溢價可能隨海外需求降溫而收縮。英偉達選舉後兩個交易日累計下跌約12%。摩根士丹利則從投資策略角度提出,應優先關注中國半導體、算力、電力設備和本土AI基礎設施的自主可控主題,而非依賴全球AI資本開支的出口供應鏈。

2026-11-09

Oman foreign minister met UN Yemen envoy Hans Grundberg in Muscat to discuss efforts to de-escalate the situation and revive the political process. Oman reaffirmed support for a dialogue-based resolution and said it would continue coordinating with parties to end the conflict and relieve the suffering of the Yemeni people.