The market shows that BTC has broken through $125,000 and is now quoted at $125,049.99, with a 24-hour increase of 0.41%. The market is volatile, so please do a good job in risk control.
The market shows that BTC has broken through $125,000 and is now quoted at $12,5009.99, with a 24-hour increase of 1.63%. The market is volatile, so please do a good job in risk control.
Daily summary of Qiankun, UBS, Morgan three foreign futures companies position data. Today, rapeseed meal bulls increased their holdings by nearly 25,000 hands, and shorts increased their holdings by more than 13,000 hands. The overall capital is too large... Check out the picture.
每日汇总乾坤、瑞银、摩根三家外资期货公司的持仓数据。今日菜粕多头增持近25000手,空头增持超13000手,整体资金面偏多.....一图查看。
国外1. 花旗:予恒指今年年底目标25000点,呼吁增持中国互联网、科技及消费板块。2. 美银:预计美联储在明年之前不会降息。3. 瑞银:预计2026年6月欧元对美元将升至1.23。4. 惠誉:财政政策是日本信用评级的主要风险。5. 荷兰国际:CPI后过度空头头寸导致美元超调反弹,或可解释周三小幅下跌。6. 荷兰国际:法国预算案是欧元的一枚“定时炸弹”。7. 凯投宏观:关税与囤货持续压制欧元区出口,但大幅暴跌可能性低。国内1. 中金:“反内卷”有助于帮助跨越“中等技术陷阱”。2. 中金:化工行业盈利和估值均处低位,行业拐点渐近。3. 中信证券:从H20恢复销售看国产算力突破机会。4. 中信证券:建议关注RWA发行、金融IT、跨境支付行业投资机遇。5. 中信证券:今年以来海外AI应用加速落地,持续看好受益海外算力需求的供应链机会。6. 华泰证券:6月航司客座率表现良好,期待向票价传导。7. 银河证券:城市发展转向存量提质增效阶段,城市更新潜力大。8. 银河证券:多因素共同推动证券板块景气度上行,配置正当时。
On July 17, Citi released a report on its Asian stock strategy, saying that despite the fluctuations in the macro environment, Asian stock markets still outperform their global counterparts, and the short-term outlook is uncertain due to the US tariff issue. However, Citi stock strategists still hold a constructive view on the medium-term outlook. The bank expects that the MSCI Asia (excluding Japan) index will have a return of about 7% by 2026, which is equivalent to a forecast price-to-earning...
7月17日讯,花旗发表亚股策略报告表示,尽管宏观环境波动,亚洲股市表现仍优于全球同行,美国关税问题使短期展望不明朗,但花旗股票策略师对中期前景仍持建设性看法,该行料MSCI亚洲(不包括日本)指数至2026年中将有约7%的回报,此相当预测市盈率14倍,该行在亚股中看好中国及韩国市场,其企业每股盈测修订趋势较佳、估值合理,且受益于结构性主题(人工智能、公司治理改革)。该行予恒指于今年年底目标25000点、明年年中目标更达26000点,予沪深300指数于今年年底目标4200点、明年年中目标达4350点,MSCI中国指数今年年底目标79点、明年年中目标82点。花旗称,MSCI中国行业权重模型投资组合中,该行将消费板块从中性上调至增持,倾向于国内相关股票并为潜在的政府刺激做准备;将运输板块从增持下调至中性,因全球货运量在美国贸易关税增加的背景下存在下行风险。该行对中国互联网、科技及消费板块予增持评级。