市場新聞與洞察
透過專家洞察、新聞與技術分析,助你領先市場,制定交易決策。

Commodity
Market insights
2026年8月中旬,全球最具影响力的三家能源权威机构在几天内相继发布了各自的展望报告。综合来看,这些报告揭示了一个受地缘政治影响远超需求驱动的市场,尽管它们对于市场恢复常态的速度存在显著分歧。
Matteo Morosinotto
•
August 14, 2026


Central Banks
Geopolitical events


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Forex
Central Banks


Commodity
Oil, Metals, Soft Commodities


AI
US Earnings
We have spent the last three instalments of this series mapping the plumbing of the 2026 economy: the banks that anchor the capital, the utilities that supply the electrons, and the chipmakers building the silicon. As the April reporting season moves into its final act, attention shifts to the front door.


AI
US Earnings
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.
