The world has more oil than it needs, but a drop in crude prices this week to the lowest level in nearly five years may help slow production and boost demand. ...

核心观点 - 在通胀环境下 持有债券的理由受到质疑 [1] 宏观经济环境 - 当前经济环境被描述为通胀环境 [1]

公司估值与市场情绪 - MetaX的估值水平达到市销率的50倍，这一数字表明公司当前股价显得昂贵 [1] - 尽管估值高企，但投资者的需求依然强劲，焦点集中在中国打造科技领域国家冠军的决心上 [1] 行业政策与投资主题 - 中国正展现出在科技领域培育国家级领军企业的坚定决心，这构成了一个核心的投资主题 [1] - 投资者对MetaX的需求与该宏观政策导向密切相关，市场情绪受到国家产业战略的显著驱动 [1]

油价市场动态 - 周三油价上涨超过1.5% [1] - 上涨原因为美国总统特朗普下令全面封锁所有受制裁油轮进出委内瑞拉 [1] 供应风险 - 事件增加了供应长期中断的风险 [1]

Paramount Skydance's financing for its $108 billion bid for Warner Bros. Discovery took a blow on Tuesday as President Donald Trump's son-in-law, Jared Kushner, dropped out of the hostile-takeover attempt. ...

Shares saw their first record close since December 2024, helping support the continued reign of the "Magnificent Seven.†...

Atlanta Fed President Raphael Bostic said he thought the economy was no longer in danger of a sharp rise in the unemployment rate that might spur a recession. ...

Forget turtledoves and golden rings. When December rolls around, investors expect Wall Street strategists to deliver actionable trade ideas. ...

Shares of U.S. and Canadian cannabis stocks continued their rally on Tuesday, after President Donald Trump a day earlier said he was "very strongly†weighing an executive order to reschedule the drug, a move that could lift some regulations on the substance. ...

"We see 2026 as the year that investors begin to shift their focus from hardware to software positions,†an HSBC analyst wrote. ...