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核能“充电宝”来了；MLCC巨头订单交付期再拉长；英伟达GTC放大招
第一财经· 2026-10-22 07:48
前言 《盘前点金》每日精选重磅要闻，过滤市场杂音；精准研判主题机会，布局热点题材；梳理关键公告信 号，挖掘潜力个股，助你高效捕捉投资价值。 【今日速览】 ⑤机构指出，当前市场情绪因素影响偏大，长线资金虽有托底举动，但短线仍波动较大，短期或仍难 言反转，需静待底部形成。配置建议：短期或重点关注煤炭、银行等红利方向，中长期或可逢低关注 通信、存储芯片等方向。 ①核能"充电宝"来了！我国微堆迈入工程化应用新阶段（附标的）； ②MLCC巨头订单交付期再拉长，订单额已超2.4万亿韩元，机构看好国产份额替代（附标的）； ③推动科技创新和产业创新深度融合，未来这样干； ④宇树科技发布人形机器人"H2-X 功夫传奇" 最长续航约8小时； 点击解锁付费内容，精准锁定投资机会！ ...
Natural Resource Partners L.P. Schedules Third Quarter 2026 Earnings Conference Call
Globenewswire· 2026-10-22 04:11
HOUSTON, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Natural Resource Partners L.P. (NYSE: NRP) plans to report its third quarter 2026 financial results before the market opens on Wednesday, November 4, 2026. Management will host a conference call beginning at 9:00 a.m. ET to discuss the results. NRP Contact Tiffany Sammis, Investor Relations, 713.751.7515, tsammis@nrplp.com Company Profile Natural Resource Partners L.P., a master limited partnership headquartered in Houston, TX, is a diversified natural resource com ...
中国加大对房地产、投资和消费的政策支持-Greater China Materials- Weekly Monitor China steps up policy support for property, investment and consumption
2026-10-21 18:37
October 2, 2026 02:26 PM GMT Greater China Materials | Asia Pacific Weekly Monitor: China steps up policy support for property, investment and consumption Key Takeaways Base metals: Shanghai copper prices inched down 0.7% while inventories fell 17.8% WoW. Shanghai aluminum prices inched down 0.9% and inventories slipped 5.6% compared to a week ago. Battery metals: Domestic industrial- and battery-grade hydroxide prices decreased 7.9% and 7.9% WoW, respectively. Industrial- and battery-grade lithium carbonat ...
中国材料-四季度展望：传统材料板块的投资启示 China Materials-4Q26 Outlook Equity Implications Traditional Materials
2026-10-21 18:37
Copper – preferred picks: We see a buying opportunity for Chinese copper equities following the recent correction, particularly given the strength in the underlying commodity. Fundamentals remain supportive; global mine supply continues to disappoint. Physical availability also remains tight in China, with SHFE inventories falling to c.55kt in mid-September, the lowest since January 2024. While demand remains well supported by grid investment, electrification and the global AI/data- centre buildout. We pref ...
投资者：中国材料行业最新动态-Investor Presentation -China Materials Updates
2026-10-21 18:37
October 8, 2026 08:37 AM GMT M Foundation Investor Presentation | Asia Pacific China Materials Updates We prefer copper, gold, uranium, and glass fabric equities in the current environment. | Morgan Stanley Asia Limited+ | | | --- | --- | | Rachel L Zhang | | | Equity Analyst | | | Rachel.Zhang@morganstanley.com | +852 2239-1520 | | Hannah Yang, CFA | | | Equity Analyst | | | Hannah.Yang1@morganstanley.com | +852 2239-7079 | | Chris Jiang | | | Equity Analyst | | | Chris.Jiang@morganstanley.com | +852 3963- ...
美债风暴来袭-何处是方舟
2026-10-21 18:36
摘要 10 年期美债收益率突破 4.5%-5%阈值将推升波动率，标普 500 波动率 已升至 20 高位。 美股靠盈利上修对冲贴现率压力，而 A 股/港股负相关性更强，仅在盈利 显著上修期具抗性。 利率上行期，日韩股市调整可达 10%-20%，创业板/科创 50 等长久期 板块下行约 10%。 国内 AI 硬件处于渗透率 20%拐点，面临资本开支增速放缓及供应链摩 擦，短期需持观察态度。 AI 行情演进参考 2021-23 年电车路径，未来需关注应用端从 Coding 向教育/机器人等万亿空间兑现。 红利策略超额收益窗口打开，建议关注股息率 4%-6%且有回购的内需 消费龙头及现金流改善的红马股。 资源类红利（油、煤）可对冲地缘风险，公用事业、电力、银行建议采 取高抛低吸策略。 Q&A 在当前长端美债利率上行的背景下，全球股票市场的风险偏好受到了怎样的影 响？哪些类型的股票资产能够抵御这种宏观压力？ 当前，能源价格上涨和通胀预期上行导致长端美债利率回升至 5%到 5.2%的区 间上限，10 月份的加息概率也随之攀升。美债利率作为股票资产未来现金流折 现的贴现率，其上行会压低股票的风险偏好。历史上看，当 10 ...