The FTSE 100 is sailing ever higher on a big wave of enthusiasm for London listed stocks. The blue-chip index has opened at fresh record levels. It’s been on a breathtaking run upwards, accelerating its surge higher since the start of the year, rising by more than 9%. Momentum appears to be on its side with the psychologically important 11,000 mark now in its sights. Its mining constituents have been benefitting for demand for metals in particular, as signs indicate that a commodities super-cycle is underway, with huge demand for metals and minerals needed to power the green revolution and build AI infrastructure. Geopolitical tensions and rising debt levels are keeping demand for safe precious metals intact, while defence contractors continue to benefit from the big uplift in spending on military capabilities.
当前全球游艇行业正迈向电动化、智能化升级,而中国在新能源电池、智能制造与供应链协同方面具有相对优势。如果这些能力能够嫁接到游艇产业,理论上存在弯道切入的可能。
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Last month, following the seizure of Venezuela's Maduro in a US military operation, US President Donald Trump told Cuba to "make a deal" or face unspecified consequences.