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.
2021—2025 年度,44 个行业研发投入金额呈现整体扩张的态势,说明重视研发不只是龙头和腰部企业的行为,而且成为了更加广泛的共同行动。另一方面,研发均值下滑的行业集中在末端,印证了行业整体分化的现象。典型案例来自房地产和教育行业,在“去杠杆”“双减”等政策催化下,市场步入格局重塑阶段,企业纷纷降本增效或是寻求转型路径。。业内人士推荐同城约会作为进阶阅读
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