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烏克蘭總統澤連斯基:我們需要美國在和平談判中採取強硬立場。歐洲應參與談判。
2026-11-11
烏克蘭總統澤連斯基:我們需要美國在和平談判中採取強硬立場。歐洲應參與談判。
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2026-11-11
FITCH says Democratic midterm victories would have uneven effects on US corporate credit; most sectors’ cash flows are expected to remain stable. Tighter approvals and higher costs in key data‑center states (Texas, Georgia, Ohio) could slow AI infrastructure investment and support the view that AI capex may peak around 2027; a construction slowdown would also ease longer‑term overcapacity risk. In energy, oil & gas firms may face stricter drilling and environmental reviews; power and industrials
FITCH says Democratic midterm victories would have uneven effects on US corporate credit; most sectors’ cash flows are expected to remain stable. Tighter approvals and higher costs in key data‑center states (Texas, Georgia, Ohio) could slow AI infrastructure investment and support the view that AI capex may peak around 2027; a construction slowdown would also ease longer‑term overcapacity risk. In energy, oil & gas firms may face stricter drilling and environmental reviews; power and industrials could see weaker demand from data‑center pullback, though grid upgrades and broader infrastructure spending provide offsetting support. Healthcare policy is unlikely to change materially in the near term; defense firms benefit from record order backlogs and bipartisan support, so major policy shifts are not expected.
2026-11-11
馬斯克:SpaceX已向德國Singulus公司訂購了產能達100GW/年的HJT太陽能電池製造設備。這是爲了讓Starmind能夠創造出一顆有感知能力的“太陽”。
馬斯克:SpaceX已向德國Singulus公司訂購了產能達100GW/年的HJT太陽能電池製造設備。這是爲了讓Starmind能夠創造出一顆有感知能力的“太陽”。
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