对咱们中长线投资者来说，这种分化不是坏事。它告诉我们，现在闭着眼买股票的时代早过了，得睁大眼睛挑"真有料"的。你看那些涨得好的算力股，要么 是拿到大订单的，要么是技术领先的，都是有实打实的业绩预期撑着。房地产里能回暖的，也多是现金流稳、转型快的。而那些跌得多的，要么是行业逻辑 变了，要么是自身竞争力跟不上，这些都得划到"谨慎观察"的名单里。 最后给大伙提个醒，别被指数涨跌忽悠了。创业板指涨，是因为权重股在发力；多数股票跌，是资金在做选择题。咱们做中长线的，不用天天盯着涨跌，多 看看行业是不是在往上走，公司是不是在踏踏实实做事。就像种树，只要根扎得深，哪怕短期被风吹得晃，迟早能长成参天大树。这就是帮主郑重的一点看 再看午后回暖的房地产，渝开发突然涨停，这也不是没头没脑。最近各地政策松得厉害，什么取消限购、给补贴，甚至有地方用专项债收存量房改保障房， 这些都在慢慢起效。不过房地产板块内部也分三六九等，今天涨的多是跟城市更新、保障房沾边的，那些纯搞开发的还是有点蔫，说明市场现在认的是"有 政策托底"的逻辑。 那为啥多数股票在跌？你看光伏、煤炭、电力这些板块，亚玛顿跌停，大有能源跌超9%，华银电力也躺平了。光伏主要是 ...

Indonesia, the world’s biggest coal exporter, may impose an export levy on the fossil fuel in a bid to boost state revenues, according to local media reports that cited a government minister https://t.co/bAwgYoxhaT ...

India can't wish away coal - but can it be made cleaner? https://t.co/7dzmwGavLf ...

China’s coal imports fell to their lowest in more than two years on weak demand and higher domestic production https://t.co/AcT24w1msb ...

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Russia’s coal industry has slipped into crisis under the weight of high borrowing costs and sanctions https://t.co/S4GY2arqOR ...

July 8, 2025 04:11 AM GMT M Foundation Investor Presentation | Asia Pacific China Materials Updates We expect copper, aluminum and gold will remain at elevated levels, and we see supply cuts in steel and cement in the 2H. 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 3963-1593 Davven Xu, CFA Research Associate D ...

09 Jul 2025 01:30:31 ET │ 11 pages China Economics Reflation Now In Sight on Positive CPI and Supply Side Reform 2.0? CITI'S TAKE Year-on-year CPI reading turned to a positive surprise in June, and an earlier policy meeting hinted at potential Supply Side Reform 2.0. Is reflation in sight now for China? We tend to be cautious. The surprise in CPI could be smaller looking at the sequential change. Some small items such as jewelry could have contributed, while underlying momentum for the broader categories in ...

India's milder summer is good news for millions after the scorching temperatures of recent years, but it's adding to Coal India's troubles, writes @rajeshsing13 https://t.co/EuV8RK5HiF ...

India is urging its coal producers to improve fuel quality amid ongoing complaints from the power sector, which sometimes receives shipments that don’t meet agreed specifications https://t.co/8bCeD4e7yB ...