Welcoming Elizabeth Barron as the New Executive Director of the PHP Foundation

· · 来源:tutorial资讯

In the wake of a major U.S. and Israeli military campaign against Iran that resulted in the death of Supreme Leader Ayatollah Ali Khamenei, global oil markets experienced an immediate jolt. Brent crude oil prices surged 8% over the weekend to approximately $78 a barrel, reflecting acute anxiety over Middle Eastern energy supplies. However, according to Goldman Sachs’ Head of Oil Research, Daan Struyven, this specific price point reveals exactly what traders are betting on: a disruption lasting about four weeks.

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华泰证券分析指出,2026年港股的驱动逻辑已经从估值和流动性切换到盈利。今年盈利改善预期主要围绕三条主线,其中之一是科技领域的关键堵点,港股层面重点关注国产半导体。科技依然是明确的主线,市场分歧在于谁能真正在这一轮科技变革中受益。对中国AI产业而言,不建议仅押注上游芯片或下游应用等单一环节,应自下而上、在全产业链环节配置具备潜力的优质公司。

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