Huan Qiu Wang
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美国情人节巧克力价格大幅上涨 原料短缺推高零售成本
Huan Qiu Wang· 2026-02-15 01:06
Group 1 - The core viewpoint of the articles highlights a significant increase in chocolate prices in the U.S., with a year-on-year rise of 14.4% from January 1 to early February, surpassing last year's increase of 7.8% and the projected 10.5% for 2024 [2] - The price surge is primarily attributed to a persistent global cocoa bean shortage, exacerbated by extreme weather conditions affecting harvests in West Africa, which supplies about 70% of the world's cocoa [2] - Cocoa futures prices have skyrocketed from approximately $2,500 per ton in mid-2022 to over $12,600 per ton by the end of 2024, indicating a dramatic increase in raw material costs [2] Group 2 - Despite a recent decline in cocoa prices to below $4,000 per ton, companies are still managing high-cost inventory, resulting in retail prices not yet reflecting this decrease [2] - The retail price reduction is expected to be a slow and uneven process, with some relief anticipated around Easter and a gradual return to normalcy by Halloween [2] - In specific regions, chocolate price increases are more pronounced, with Denver and Los Angeles seeing rises of 17% and the Dallas-Fort Worth area experiencing a 19% increase [2] Group 3 - To alleviate cost pressures, the U.S. has exempted cocoa and other agricultural products from high import tariffs, a move welcomed by companies like Hershey [3] - The National Confectioners Association reports that chocolate accounts for about 75% of Valentine's Day candy sales, making it a highly popular gift during the holiday [3] - The National Retail Federation projects that U.S. spending on candy during Valentine's Day will reach $2.6 billion this year, indicating strong consumer demand [3] - Industry insiders believe that as raw material prices stabilize and inventory is gradually consumed, chocolate prices are likely to return to a more reasonable range in the second half of the year [3]
华尔街市场逆转 年初高共识交易集体失效
Huan Qiu Wang· 2026-02-15 01:06
2026年年初,华尔街投资者风险偏好升至高位,现金持有量创下历史新低,对冲配置显著减少。随着AI技术应用加速落地,市场逻辑发生转变:AI不再被 视为稳赚投资主题,反而引发对软件、财富管理、经纪、税务咨询等轻资产、白领行业被替代的担忧,相关板块估值快速重定价,并冲击私募债务市场。 本周(2.9-2.13)市场震荡加剧,标普500指数一度跌至去年11月以来低位,周五受温和通胀数据推动反弹,AI颠覆恐慌持续在各市场传导。贵金属与加密货 币波动显著,黄金周内一度跌破5000美元后反弹收高,白银单日波动幅度达11%,垃圾债券与投资级债券利差扩大至数月高点,热门交易普遍跑输冷门资 产。 美国银行1月份调查显示,投资者现金仓位降至3.2%的历史低位,近半数基金经理未配置下行保护,为2018年以来最低水平。叠加跨资产杠杆关联网络放大 波动,单一资产抛售易引发连锁反应,加剧市场调整。能源、必需消费品、美国国债等此前被冷落的品种成为年内领涨资产,年初市场共识快速失效。 马尔伯勒投资管理公司投资组合经理James Athey表示,当前市场最大风险在于更多波动冲击事件,各类资产相关性走高,单一资产抛售可能引发全市场联 动调整。22V ...
美银分析师:看好新兴市场与中国资产
Huan Qiu Wang· 2026-02-15 01:06
自2025年4月美国宣布关税政策以来,美国资产市场持续波动,引发市场对美国全球经济与金融主导地位松动的担忧。尽管后续多项关税被取消,但标普500 指数表现仍不及国际同类指数,衡量美元的指标自2024年底以来累计下跌10%。 【环球网财经综合报道】据彭博社等外媒报道,美国银行策略师Michael Hartnett近日表示,受美国贸易政策影响,全球投资者正在减持美元与美国股票,转 向配置国际资产。 Michael Hartnett在报告中表示,美国政府相关政策催生全新的"除美元之外的所有资产"(anything but dollar),美国在全球金融市场的特殊地位正在转变, 全球再平衡进程加快。这一趋势或将提振国际股市,新兴市场大宗商品生产商有望从人工智能需求增长中受益,同时投资者对中国、印度市场配置相对不 足。 资金流向数据印证上述判断。美国银行援引EPFR Global数据显示,今年以来,欧洲、日本及其他国际发达市场股票基金合计吸引1040亿美元资金流入,远 超美国股票基金250亿美元的流入规模。 Michael Hartnett自2024年底持续看好国际股票,其判断得到市场验证。同期,标普500指数上涨15 ...
外媒观察:中国清洁能源与前沿技术领跑全球 生活场景尽显未来感
Huan Qiu Wang· 2026-02-15 01:06
【环球网财经综合报道】近日,《纽约时报》记者刊发系列观察文章,聚焦中国在清洁能源、自动驾驶等创新领域的发展成果,认为中国相关产业实现快速 发展并重塑全球产业格局,常驻北京的记者更直言,在中国生活如同"生活在未来"。 近期多项动态持续印证中国技术与产业的发展势头。加拿大宣布降低部分中国电动汽车关税,为比亚迪等中国车企打开市场通道;中国科研团队成功研发可 在极寒环境下保持电量的锂电池技术,进一步提升动力电池性能。 据气候分析机构Carbon Brief数据显示,包含太阳能、电动汽车在内的清洁能源技术,去年为中国经济增长贡献超三分之一,创造约2.1万亿美元经济效益。 常驻北京的《纽约时报》记者Keith Bradsher表示,中国在可再生能源、新型交通技术的落地应用与技术研发上,均大幅领先世界其他国家。 文章对比中美相关领域政策与发展路径认为,中国长期稳定支持清洁技术发展,稀土产业布局可追溯至六十年前,为前沿制造产业奠定基础;美国能源政策 则呈现摇摆态势,当前美方不断收紧可再生能源发展支持,加大对化石燃料的扶持力度。 与美国形成对比的是,中国持续推进全球市场布局。数据显示,去年中国电动汽车出口额达700亿美元,产品 ...
开年私募调研热情高涨 百亿私募扎堆布局这些赛道
Huan Qiu Wang· 2026-02-15 01:02
Group 1 - A total of 874 private equity firms have participated in A-share market research as of February 14, 2026, covering 28 Shenwan first-level industries and 501 stocks, with a cumulative research count of 2845 times, indicating an accelerated investment pace in the new year [1] - Major private equity firms such as Freshwater Spring, Gao Yi Asset, Panjing Investment, and Harmony Huiyi Asset are focusing their research on strategic emerging industries including new energy, high-end manufacturing, artificial intelligence, and semiconductors [1] Group 2 - Among the stocks that have received at least 10 private equity research visits this year, 84 stocks are identified, with Dajin Heavy Industry in the power equipment sector leading with 64 visits, making it the most researched stock [3] - Other notable stocks include Dike Co. and Tiensun Wind Power, which received 41 and 33 research visits respectively, attracting attention from multiple private equity firms [3] - The research focus is concentrated in sectors such as power equipment, computers, electronics, machinery, and automobiles, with a preference for leading companies and high-growth stocks [3] - A total of 61 private equity firms have conducted at least 10 research visits this year, including 20 billion-level private equity firms, with prominent names like Zhengyuan Investment, Freshwater Spring, and Gao Yi Asset leading the way [3]
春节券商研究服务“不打烊” 超百场路演折射行业新态势
Huan Qiu Wang· 2026-02-15 01:00
Group 1 - Western Securities launched an online service from February 16 to 23, featuring 15 conference calls, with a focus on the AI industry, which gained significant attention during the holiday period [1] - Over 100 brokerage roadshows were scheduled during the Spring Festival, with more than 20 online roadshows from February 16 to 18 and over 80 roadshows from February 19 to 23, indicating a strong demand for research services [3] - Smaller brokerages have become the main players in holiday roadshows, using differentiated competition strategies to effectively reach target clients and meet the research needs of institutions holding stocks during the holiday [3] Group 2 - The surge in holiday roadshows is attributed to increased competition in the sell-side research industry amid a backdrop of reduced fees for public funds, with brokerage commission income declining significantly [4] - In the first half of 2025, total brokerage commission income fell by 33.98% year-on-year, with Western Securities experiencing a decline of over 20% and other firms like Open Source Securities seeing declines exceeding 40% [4] - Future industry developments suggest that large comprehensive brokerages will continue strategic investments in research, while medium-sized brokerages will intensify competition to offset the impact of declining fees [4]
以对话促合作,CMP二十年见证中美工商界“双向奔赴”
Huan Qiu Wang· 2026-02-15 00:53
【环球网财经综合报道】过去二十年里,GE航空在华业务的轨迹,某种意义上浓缩了中美经贸与产业合作的升级路径:从上世纪八九十年代以发动机和维 修服务为主,逐步延伸到参与ARJ21、C919等国产客机项目,并与中方伙伴成立合资公司,在航电系统、本地研发和供应链配套等环节深度嵌入中国航空产 业链。伴随中国民航市场跃升为全球最具活力的航空市场之一,这类长期、务实的产业协作也不断拓展着中美合作的广度与深度。 CMP成立的2005年,中国同美国进出口总额为2116亿美元。到2024年,这一数字已增长至6883亿美元。自2001年中国加入世界贸易组织以来,中国成为美 国重要的出口市场。根据联合国统计数据,2024年美国对华货物出口额1435.5亿美元,较2001年的191.8亿美元增长648.4%,远远高于同期美国对全球 183.1%的出口增幅。 0:00 / 8:09 在这样的背景下,2月9日举行的中美企业合作对接项目(CMP)20周年活动,成为观察新阶段中美工商界互动的一个窗口。多位企业高层在会上表示,今 年对双方加强对话与合作抱有高度期望。 GE航空大中华区政府事务副总经理单文君在接受环球网独家采访时坦言:"这个活动( ...
加外长:感谢中方
Huan Qiu Wang· 2026-02-15 00:04
王毅会见加拿大外长阿南德 中共中央政治局委员、外交部长王毅14日在出席慕尼黑安全会议期间会见加拿大外长阿南德。 王毅表示,卡尼总理访华成果丰硕,充分证明加拿大新政府奉行对华新政策,这符合两国共同利益,是完全正确的选择。习近平主席同卡尼总理就构建中 加新型战略伙伴关系达成共识,为两国关系向好发展作出战略指引。中方愿同加方一道努力,落实好两国领导人重要共识,排除干扰,重启各领域交流合 作,推动中加关系健康、稳定、可持续发展。 阿南德表示,卡尼总理访华十分成功,开启了加中关系的新时代。感谢中方给予加公民免签待遇,希望双方密切对话合作,加强人文交流,推动加中关系 积极稳定向前发展。 ...
每天用2次,22岁女主播肺里布满阴影!很多人不注意
Huan Qiu Wang· 2026-02-14 15:33
近日,浙江杭州22岁的网络主播小江(化名),因为需要长时间直播带货,保持精致持久的妆容,故每 天两次使用定妆喷雾。在坚持了近半年后,因此住进了医院。 22岁主播天天喷定妆喷雾 不幸患肺炎 据介绍,小江就诊时高烧超过40℃,血常规检查显示白细胞、中性粒细胞、CRP(C-反应蛋白)均明显 升高,嗜酸性粒细胞也显著偏高。 所幸,在接受对症治疗三天后,小江的血常规指标恢复正常,肺部炎症也快速吸收。 挥发性化学成分 可能诱发不良反应 医生提醒,定妆喷雾和夏季常用的防晒喷雾原理相似,产品中含有大量挥发性化学成分,这些物质被吸 入后,可直接作用于肺部细胞,造成细胞损伤。 临床上,轻症患者可能只出现咳嗽、咳痰、喘息等症状;若易感人群短期内大量吸入这类致敏性物质, 就可能诱发过敏性肺炎,严重时甚至发展为呼吸衰竭,必须高度重视。 不止定妆喷雾,杀虫剂、空气清新剂等各类化学喷雾制剂,使用时都可能让人体不慎吸入含挥发性有机 物。 编辑:王 丹 校对:任鑫恚 审核:苏 芳 胸部CT进一步显示,她的双肺出现多发斑片状模糊影,被诊断为间质性肺炎。医生判断,病因很可能 与她近期长期接触的某类物质相关。经过反复细致地询问病史,小江才说出自己长 ...
一中国公民赌博后跳楼身亡,我使馆再次郑重提醒
Huan Qiu Wang· 2026-02-14 15:33
Core Viewpoint - The Chinese Embassy in Singapore has issued a strong reminder for Chinese citizens to stay away from gambling, especially in light of recent incidents related to gambling leading to fatalities [1] Group 1: Legal Implications - Gambling is strictly prohibited by Chinese law, and the recent amendments to the criminal law have made cross-border gambling a criminal offense. Chinese citizens participating in gambling abroad may face legal consequences under Chinese law, even if the casinos are legally operated [1] - The embassy emphasizes that it cannot provide consular protection for illegal activities [1] Group 2: Risks Associated with Gambling - Engaging in gambling can lead to severe consequences such as financial loss, family breakdown, and even death. Cross-border gambling also poses additional risks including fraud, money laundering, kidnapping, human trafficking, and illegal immigration [1] Group 3: Reporting Mechanisms - The Ministry of Public Security of China has established a comprehensive reporting platform to combat cross-border gambling. Citizens are encouraged to report any information related to Chinese citizens operating or promoting gambling activities abroad through various channels [1]