Even writing ahead of the weekend’s update, Nguyen wrote: “This is no recipe for rate cuts in the short term, barring an unexpected shock. In our opinion, July would likely be the earliest date to revisit rate-cut conditions. From now to July, we see more tailwinds for spending than headwinds and, as a result, more reasons for inflation to pick up than to fall.”
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2. 潜能恒信（300191）：油气勘探标的，溢价翻倍，投机风险凸显
在屏幕之外的核心配置上，S26 系列毫无悬念地搭载了定制版骁龙 8 Elite Gen 5 for Galaxy，但也有消息称，时隔多年，凭借着全新 2 纳米 GAA 工艺和 AMD RDNA4 架构的加持，最新的 Exynos 2600 处理器将在韩版 S26 标准版上重出江湖。。关于这个话题，爱思助手下载最新版本提供了深入分析