2026-09-23

美銀：預計英國央行將在2026年11月和2027年2月加息25個基點，此前預測爲利率在2027年11月之前保持不變。

美銀：預計英國央行將在2026年11月和2027年2月加息25個基點，此前預測爲利率在2027年11月之前保持不變。

2026-09-23

Morgan Stanley remains overweight banks, semiconductors and capital goods; among major European equity markets, France’s CAC 40 shows the strongest positive correlation with a reopening of the Strait of Hormuz.

Morgan Stanley remains overweight banks, semiconductors and capital goods; among major European equity markets, France’s CAC 40 shows the strongest positive correlation with a reopening of the Strait of Hormuz.

2026-09-23

摩根士丹利：仍超配銀行、半導體和資本品板塊；在歐洲主要股市中，法國CAC 40指數與霍爾木茲海峽重新開放的正相關性最強。

摩根士丹利：仍超配銀行、半導體和資本品板塊；在歐洲主要股市中，法國CAC 40指數與霍爾木茲海峽重新開放的正相關性最強。

2026-09-23

Morgan Stanley says European equities are most sensitive to a potential reopening of the Strait of Hormuz as U.S.-Iran diplomacy progresses.

Morgan Stanley says European equities are most sensitive to a potential reopening of the Strait of Hormuz as U.S.-Iran diplomacy progresses.

2026-09-23

摩根士丹利：隨着美伊外交取得進展，歐洲股市對霍爾木茲海峽可能重新開放最爲敏感。

摩根士丹利：隨着美伊外交取得進展，歐洲股市對霍爾木茲海峽可能重新開放最爲敏感。

2026-09-23

A document shows Germany plans to procure up to €1.7bn ($1.9bn) of encryption technology from German security firm Secunet for Bundeswehr data networks. A key parliamentary committee is expected to approve the agreement on Wednesday. The initial order is slightly above €100m, with deliveries due to begin next year. The wider four-year framework builds on an existing deal. Secunet will deploy a Secure Inter‑Network Architecture (SINA) and provide planning, maintenance, training and repair service

A document shows Germany plans to procure up to €1.7bn ($1.9bn) of encryption technology from German security firm Secunet for Bundeswehr data networks. A key parliamentary committee is expected to approve the agreement on Wednesday. The initial order is slightly above €100m, with deliveries due to begin next year. The wider four-year framework builds on an existing deal. Secunet will deploy a Secure Inter‑Network Architecture (SINA) and provide planning, maintenance, training and repair services. Funding will be allocated via next year’s commitment authority. The defence ministry estimates follow-up operating costs of about €6m to 2030. Secunet shares rose as much as 11% intraday on the report.