2026-11-10

瑞銀最新House View報告指出，布倫特原油上週下跌16.4%，創2020年4月以來最大單週跌幅，主要因爲美國與伊朗談判預期升溫，市場開始消化中東供應中斷風險下降的可能性。但瑞銀認爲，油價回落不代表能源供應已恢復正常：全球可見石油庫存9月底僅約78億桶，較2月減少逾5億桶；霍爾木茲海峽周邊航運安全、保險及運輸成本仍處高位，10月該區域至少發生30起船舶遇襲事件。因此瑞銀建議，投資者儘可能不要單純押注油價走勢，而是應通過能源、黃金、銅及農產品等多元化大宗商品配置，對衝地緣政治風險和通脹壓力。

瑞銀最新House View報告指出，布倫特原油上週下跌16.4%，創2020年4月以來最大單週跌幅，主要因爲美國與伊朗談判預期升溫，市場開始消化中東供應中斷風險下降的可能性。但瑞銀認爲，油價回落不代表能源供應已恢復正常：全球可見石油庫存9月底僅約78億桶，較2月減少逾5億桶；霍爾木茲海峽周邊航運安全、保險及運輸成本仍處高位，10月該區域至少發生30起船舶遇襲事件。因此瑞銀建議，投資者儘可能不要單純押注油價走勢，而是應通過能源、黃金、銅及農產品等多元化大宗商品配置，對衝地緣政治風險和通脹壓力。

2026-11-10

SoftBank posted a ¥1.12 tln (USD 71 bln) net loss in the second fiscal quarter, its first in nearly two years, reversing a year-earlier profit. Share-price declines in major holdings including Arm, Intel and Coupang weighed on results. Vision Fund recorded a ¥81.6 bln loss. Investors cite concerns over AI-related spending and demand; SoftBank is increasingly viewed as a bellwether for sentiment toward OpenAI and the broader AI sector. Since a June record high, SoftBank shares have fallen more th

SoftBank posted a ¥1.12 tln (USD 71 bln) net loss in the second fiscal quarter, its first in nearly two years, reversing a year-earlier profit. Share-price declines in major holdings including Arm, Intel and Coupang weighed on results. Vision Fund recorded a ¥81.6 bln loss. Investors cite concerns over AI-related spending and demand; SoftBank is increasingly viewed as a bellwether for sentiment toward OpenAI and the broader AI sector. Since a June record high, SoftBank shares have fallen more than 50% amid worries about debt-funded AI investments and fears a Democratic sweep in the US midterms could stall projects backed by Masayoshi Son.

2026-11-10

SoftBank Group said it posted a loss of 1.5 trillion yen in the six months ended September after subsidiary Silver Bands 7 LLC paid to secure power supply for US AI data center projects.

SoftBank Group said it posted a loss of 1.5 trillion yen in the six months ended September after subsidiary Silver Bands 7 LLC paid to secure power supply for US AI data center projects.

2026-11-10

軟銀集團表示，在截至9月的六個月內，公司錄得1.5萬億日元虧損，原因是旗下子公司Silver Bands 7 LLC爲美國人工智能數據中心項目確保電力供應而支付了相關款項。

軟銀集團表示，在截至9月的六個月內，公司錄得1.5萬億日元虧損，原因是旗下子公司Silver Bands 7 LLC爲美國人工智能數據中心項目確保電力供應而支付了相關款項。

2026-11-10

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street in southern Sanaa.

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street in southern Sanaa.

2026-11-10

A-share computing-power leasing stocks rebounded in afternoon trade. Zhongqingbao jumped over 15%; Zhiwei Intelligent earlier hit the daily trading limit. Yitian Intelligent, Siteqi, Dongfang Materials, Pingzhi Information and Meige Intelligent were among the top gainers.

A-share computing-power leasing stocks rebounded in afternoon trade. Zhongqingbao jumped over 15%; Zhiwei Intelligent earlier hit the daily trading limit. Yitian Intelligent, Siteqi, Dongfang Materials, Pingzhi Information and Meige Intelligent were among the top gainers.