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Rates Spark: Sentiment Looking Through Geopolitical Risks

Seeking Alpha 📅 07/10 15:35
FabrikaCr/iStock via Getty Images By Michiel Tukker and Benjamin Schroeder Risk sentiment looking through surge in oil prices already Sentiment remains in a very optimistic mood and already seems willing to look through the latest setbacks in Iran. This week’s oil spike initially triggered some volatility in risk assets, but we see European government bond spreads tighter again, and the VIX is als...

The Zacks Analyst Blog Highlights Lenovo, HP, Dell and Apple

Yahoo 📅 07/10 15:35 AAPL.O
Global PC shipments declined in Q2 as memory shortages constrained production, while major vendors navigated supply challenges with mixed results.

研报掘金丨中邮证券:恒力石化2026H1业绩高增,“大化工”平台优势显著

格隆汇 📅 07/10 15:34
格隆汇7月10日|中邮证券研报指出,恒力石化2026H1业绩高增,“大化工”平台优势显著。预计2026年上半年实现归属于上市公司股东的净利润72.00亿元左右,同比增长136.06%左右;2026Q2单季度归母净利润预计为32.90亿元左右,同比增长229.3%,环比下降15.9%。一体化协同增厚业绩,价差修复释放盈利红利。美伊冲突以来,国际油价持续走高,即使后续美伊矛盾完全缓和,受战争因素影响的...

波音737 MAX 7型客机有望于本月底获美联邦航空局适航认证

新浪 📅 07/10 15:34 700.HK
据知情人士日前透露,美国联邦航空管理局(FAA)预计将于今年7月底正式批准 波音 737 MAX 7型客机的适航认证。若无突发变故,这一延宕数年的决定将成为波音公司摆脱一系列安全与质量危机、重回正常运营轨道的重要节点。 作为波音737 MAX窄体机家族中体量最小的型号,MAX 7型的认证进程此前因安全审查和技术修改已推迟多年。随着认证进入冲刺阶段,美国联邦航空管理局预计还将近期恢复波音公司对新生产...

Volkswagen unveils 12-initiative strategy to halve model lineup, cap output at 9M

Seeking Alpha 📅 07/10 15:34
Wirestock/iStock Editorial via Getty Images Volkswagen AG ( VWAGY ) has been planning a drastic reduction of its vehicle portfolio and manufacturing capacity as part of a far-reaching operational overhaul that source-based reports indicate could impact up to 100,000 jobs, Reuters reported . Following a critical supervisory board meeting on July 9, 2026, the Executive Board of the Volkswagen Group ...

放射性物质调查报告存数百处错误 日政府称对健康无影响

格隆汇 📅 07/10 15:34
格隆汇7月10日|据央视,日本爱媛县政府10日发布消息称,在对位于爱媛县伊方町,由四国电力公司运营的伊方核电站周边水体和土壤中放射性物质进行调查时,发现2008财年至2025财年的调查结果中共存在271处错误。当地政府表示,相关错误不会对环境和人体健康造成影响。

Beijing’s evolving carbon road map balances climate targets and energy security

SCMP 📅 07/10 15:34
Beijing has signalled unyielding conviction in its latest action plan to peak emissions within five years, as the world’s largest producer of greenhouse gases vows to bolster nuclear and green offerings while ensuring energy security for the economy and burgeoning artificial intelligence sector. The State Council, China’s cabinet, on Thursday released a five-year plan as the mission to peak its ca...

荷兰国际:美伊紧张推升欧洲央行加息预期,但欧元上行空间有限

格隆汇 📅 07/10 15:34
格隆汇7月10日|荷兰国际集团分析师Francesco Pesole表示,近期美伊之间的军事打击提升了市场对欧洲央行再次加息的预期,但欧元受益空间有限。他指出,冲突再度升级已推动欧元兑美元短期掉期利差重新收紧。“虽然这一切为此前日渐消退的9月欧洲央行加息预期注入了新的信心,但欧元兑美元从此次再度升级中走强的路径相当狭窄。”他表示,周五欧元兑美元可能因市场等待局势明朗而趋于稳定,但存在回落至1.14...

Yimutian gets positive Nasdaq listing determination

Seeking Alpha 📅 07/10 15:33
Yimutian ( YMT ) said Nasdaq has approved its request to transfer its listing from the Nasdaq Global Market to the Nasdaq Capital Market. The company has until Sep 29, 2026, to regain compliance with the $1.00 minimum bid price requirement and until Sep 30, 2026, to meet the $2.5M stockholders' equity requirement to maintain its Nasdaq listing. More on Yimutian Inc. Most and least shorted communic...

自然资源部对北京、河北启动地质灾害防御Ⅳ级响应

格隆汇 📅 07/10 15:32
格隆汇7月10日|据央视,据气象部门预测和自然资源部地质灾害技术指导中心研判,北京东北部局部和西南部局部、河北中部局部和东北部局部发生地质灾害的风险高。根据《自然资源部地质灾害防御响应工作方案》,自然资源部于7月10日11时对北京、 河北启动地质灾害防御Ⅳ级响应,并派出工作组现场指导防御应对工作。

Entra Q2 2026 slides: record leasing offset by property losses

Investing 📅 07/10 15:32

分析师:金价前景依然乐观

格隆汇 📅 07/10 15:32
格隆汇7月10日|GivTrade分析师Waleed在一份评论中表示,黄金前景依然乐观。他指出,黄金当前处于“避险需求与利率压力的复杂交织”之中。他表示:“更广泛的黄金前景仍受到地缘政治对冲、央行资产多元化以及投资组合保护需求的支撑。”但他补充称,进一步上涨可能需要美国劳动力市场数据走软、实际收益率下降或地缘政治风险溢价上升。

SemiAnalysis最新访谈:存储还有翻倍空间,CPU只是配角,CPO落地推迟至2029年

华尔街见闻 📅 07/10 15:32 MSFT.ONVDA.OAMZN.O
AI基础设施的每一层正在同步承压,而机会与误判并存。SemiAnalysis创始人Dylan Patel近日接受播客专访,系统梳理了当前AI基础设施栈的核心动态与投资逻辑。他的判断涵盖模型经济学、内存超级周期、CPU的重新定价、CPO的时间线风险,以及数据中心能源供给的结构性机遇。 针对市场对AI投资回报率(ROI)的普遍质疑,Dylan透露,Anthropic已于今年第二季度实现自由现金流转正,...

Kitron Q2 2026 slides: defence revenue triples, shares fall 7.8%

Investing 📅 07/10 15:31

Impact Partnership Wealth LLC Has $3.28 Million Stock Holdings in Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 07/10 15:31 AMZN.O
Impact Partnership Wealth LLC Has $3.28 Million Stock Holdings in Amazon.com, Inc. $AMZN MarketBeat

Harbor Investment Advisory LLC Reduces Stake in Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 07/10 15:31 AMZN.O
Harbor Investment Advisory LLC Reduces Stake in Amazon.com, Inc. $AMZN MarketBeat

iA Global Asset Management Inc. Buys 189,350 Shares of Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 07/10 15:31 AMZN.O
iA Global Asset Management Inc. Buys 189,350 Shares of Amazon.com, Inc. $AMZN MarketBeat

Amazon.com, Inc. $AMZN Shares Purchased by Equita Financial Network Inc. - MarketBeat

Google 📅 07/10 15:31 AMZN.O
Amazon.com, Inc. $AMZN Shares Purchased by Equita Financial Network Inc. MarketBeat

OpenAI高管层再现变动 首席运营官因病离职

新浪 📅 07/10 15:31 MSFT.OMETA.OAMZN.O
OpenAI于当地时间9日宣布,公司第二号人物、负责产品与商业化业务的首席运营官菲吉·西莫(Fidji Simo)因健康状况恶化,决定在医疗休假结束后不再回归全职岗位,将转任公司兼职顾问。此举标志着这家正筹备首次公开募股(IPO)的科技企业再度迎来高管层洗牌。 西莫当日在致全体员工的内部信中表示,由于其神经免疫疾病恶化,康复周期远超预期,身体状况迫使其不得不做出这一职业生涯中最艰难的决定。西莫此前...

World Cup 2026: ‘violent disorder’ in London after France’s win over Morocco, Spain v Belgium buildup – live

The Guardian 📅 07/10 15:31
⚽ All the latest news as the quarter-finals continue ⚽ Player guide | Bracketology | Golden Boot | Email us Quotes here from both managers – Didier Deschamps and Mohamed Ouahbi – after France’s victory. Plenty of praise from the Morocco boss. Kylian Mbappé: Despite scoring the opener against Morocco and playing a big role in the second, there was some concern when Mbappé was taken off with 13 minu...

外交部:中国政府抗疫医疗专家组日前抵达乌干达

同花顺 📅 07/10 15:31
7月10日,外交部发言人毛宁主持例行记者会。总台央视记者提问,据了解,中国政府抗疫医疗专家组日前抵达乌干达。发言人能否介绍相关情况?毛宁表示,非洲新一轮埃博拉疫情暴发后,中方高度重视,已经派遣两批抗疫医疗专家组赴刚果(金)开展工作,受到各方高度评价。日前,应乌干达方面邀请,中国医疗专家组抵达乌干达首都坎帕拉,积极同当地卫生部门、医疗研究机构,以及世界卫生组织与非洲疾控中心组建的埃博拉“突发事件管理...

Kitron Q2 2026 slides: defence revenue triples, margins top 9%

Investing 📅 07/10 15:30

Why Beazer Homes Stock Was Zooming Higher This Week

Nasdaq 📅 07/10 15:30
Key PointsAlthough this was rejected, Beazer revealed that there are other would-be buyers in the mix.

ECB is back to square one as US-Iran war resumes

Investing 📅 07/10 15:30

袭击烈度超以往 中方敦促乌克兰危机当事方早日停火

同花顺 📅 07/10 15:30
中国常驻联合国副代表孙磊9日在安理会审议乌克兰问题时发言,敦促当事方保持冷静克制,全力推动局势降温,为早日停火止战创造条件。孙磊说,当前乌克兰问题局势发展令人担忧。当事方频频开展军事袭击,烈度、规模和范围都超出以往,导致大量平民伤亡和设施损毁。中方谴责任何针对无辜平民的袭击,呼吁相关方停止攻击平民和民用基础设施。(新华社)

Wild Gods: The Glorious Abysmal review – truly fascinating songs born of tweed-beating and psychedelic trips

The Guardian 📅 07/10 15:30
(Wren Cathedral) Inspired by communal Hebridean Gaelic song and ceremonial music, these reels and ballads reveal the fascinating proximity of post-rock and folk rock A thick, distant rumble, the metallic sheen of an accordion drone and a woman singing a traditional Gaelic lament for the dead: these open Keening, the first track on the most fascinating folk-adjacent set of the summer. Wild Gods is ...

Burnham Approaches PM Role, EasyJet Rival Bid, More

Bloomberg 📅 07/10 15:30
Source: Bloomberg, 0:00

10 scientists and experts who have left the US and UK for China so far in 2026

SCMP 📅 07/10 15:30
Dozens of scientists and experts have left the United States and Britain to pursue their careers in China this year, citing several reasons including insufficient funding and a lack of opportunities for Chinese academics to lead projects in the West. We have put together ten of them whose stories resonated with our readers. If you would like to see more of our reporting, please consider subscribin...

Embotelladora Andina (AKO.B) Surges 5.6%: Is This an Indication of Further Gains?

Nasdaq 📅 07/10 15:30
Embotelladora Andina (AKO.B) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Is She Going To Eat It?

Zero Hedge 📅 07/10 15:30
Is She Going To Eat It? Authored by Steve Watson via Modernity News , Migrants continue to treat Britain's streets, parks, and waterways like a personal hunting ground, with fresh footage exposing the grim reality of unchecked mass immigration. A disturbing new video circulating on X shows a woman - widely identified in comments as a migrant - seemingly actively hunting birds. She uses a sheet to ...
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