相关机构表示，本轮行情的爆发背后是“强地缘冲突”与“低估值高分红”双重逻辑的共振。首先，从供给端看，霍尔木兹海峡作为全球能源贸易的“咽喉”，其运输受阻将直接冲击全球约20%的原油供应，这种硬缺口在短期内难以通过其他渠道弥补，为油价提供了强有力的上行支撑。在当前宏观不确定性加剧的背景下，具备避险属性且受益于通胀预期的上游资源品，正成为大资金配置的重点方向。此外，叠加OPEC+暂缓增产以及美国页岩油开采成本高企的因素，油气行业的高景气度有望在未来一段时间内维持。
Screenshots, imagery, and short clips from Cookie’s Bustle.5,6,7
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In a downtown Manhattan courtroom on Monday, lawyers for the US Justice Department and 40 state and district attorneys general warned a jury that the concert industry was being squeezed by a monopolist: Live Nation-Tickemaster. After amassing dominance over ticketing and artists' use of large amphitheaters, lead DOJ counsel David Dahlquist alleged, Live Nation constructed a "flywheel" of power that forced venue customers to stay within its ecosystem. It threatened or retaliated against them when they considered leaving. To even attempt to win business, Dahlquist said, ticketing rivals needed to offer "retaliation insurance" to venues worried …
«Они сами заварили эту кашу». Китай начал давить на Иран из-за конфликта с США. Что требует Пекин от партнера?19:31
The secretary of the Department of Homeland Security. (DHS), Kristi Noem, on Tuesday would not retract her statements calling the two US citizens who were killed by immigration enforcement officers in Minneapolis earlier this year “domestic terrorists”, while also claiming that agents do not abide by quotas for arrests.