Jin Rong Jie
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建滔集团2025年纯利暴增超165%,覆铜面板量价齐升撑起43亿港元利润
Jin Rong Jie· 2026-02-23 00:45
Group 1 - The core viewpoint of the news is that Kintor Group (00148.HK) expects a significant profit increase of over 165% for the fiscal year ending December 31, 2025, with net profit exceeding HKD 4.32 billion [1] - The profit growth is primarily driven by two segments: the investment business and the copper-clad laminate segment, with strong demand for copper-clad laminates and upstream materials leading to increased prices and sales [1] - Kintor Laminates (01888.HK), a subsidiary of Kintor Group, also forecasts a profit increase of over 80% for 2025, with net profit exceeding HKD 2.39 billion, benefiting from similar factors as the parent company [1] Group 2 - Copper-clad laminates are essential materials for printed circuit boards (PCBs), widely used in consumer electronics, communication devices, and automotive electronics [2] - Kintor Group is one of the largest manufacturers of copper-clad laminates globally, covering a complete industrial chain from upstream raw materials to finished products [2] - The PCB industry is experiencing improved market conditions, with Kintor Group's net profit expected to increase by 70% in 2025, driven by rising demand from AI and semiconductor sectors [2]
黄金突破5150美元,白银拉升涨超2%,中东局势持续紧张,“末日博士” 预言金价将冲击7000美元
Jin Rong Jie· 2026-02-23 00:31
Group 1 - The international gold and silver prices have seen significant increases, with gold reaching $5157.72 per ounce, up 0.91%, and silver at $86.673 per ounce, up 2.49% [1] - Multiple international institutions have raised their gold price forecasts, with ANZ predicting gold will reach $5800 per ounce in Q2 and UBS suggesting a peak of $6200 per ounce, driven by central bank and investment demand, expanding fiscal deficits, declining U.S. real interest rates, and geopolitical risks [2] - Jefferies has revised its 2026 gold price forecast from $4200 to $5000, citing inflation and dollar depreciation as key factors driving investors and central banks towards hard assets [3] Group 2 - Peter Schiff predicts gold prices could surge to $7000, suggesting that gold may replace the dollar as a new global anchor asset, influenced by central banks increasing gold reserves and the expanding U.S. fiscal deficit [3] - Schiff warns that a significant rise in gold prices could indicate a multifaceted crisis in the U.S. that exceeds the 2008 crisis, driven by a combination of sovereign credit, U.S. debt, and dollar crises [3] - The new Federal Reserve chair may become a puppet of Trump, and Schiff advises investors to continue increasing their holdings in gold and silver [3]
中指研究院:2025下半年百街商铺平均租金为24.05元/平方米/天 环比下跌0.47%
Jin Rong Jie· 2026-02-23 00:26
财经频道更多独家策划、专家专栏,免费查阅>> 中指研究院报告显示,2025年,服务消费保持较快增长,尤其是文旅相关消费增速较快,少数位于核心 商圈的城市地标性商业街或具备文旅属性的商业街客流和租金仍相对稳健。餐饮收入增速放缓,叠加优 质购物中心的冲击,多数商业街经营承压,租金下行。根据全国15个重点城市主要商业街商铺样本的调 查数据,由重点城市100条商业街商铺为样本标的,构成百大商业街(百街)商铺租金指数。2025下半 年,百街商铺平均租金为24.05元/平方米/天,环比下跌0.47%,跌幅较2025上半年扩大0.12个百分点, 全年累计下跌0.81%,跌幅较2024年累计跌幅扩大0.39个百分点。 责任编辑:钟离 ...
奥林匹克会旗交接 冬季奥运会进入法国时间
Jin Rong Jie· 2026-02-22 22:01
2026年米兰-科尔蒂纳冬奥会闭幕式北京时间2月23日在意大利维罗纳竞技场举行。米兰市市长、科尔蒂 纳丹佩佐市市长一起将奥林匹克会旗交还到国际奥委会主席考文垂手中,考文垂将会旗传递给法国普罗 旺斯-阿尔卑斯-蓝色海岸大区主席。冬季奥运会进入法国时间。 ...
马来西亚附近海域发生7.1级地震
Jin Rong Jie· 2026-02-22 17:54
据美国地质调查局地震信息网消息,格林尼治时间22日16时57分(北京时间23日0时57分),马来西亚 哥打贝卢附近海域发生7.1级地震,震源深度约620公里。 ...
英伟达下周公布的财报即使亮眼,可能也无法提振股价
Jin Rong Jie· 2026-02-22 15:26
本文源自:金融界AI电报 据外媒分析报道,多年来,英伟达在推动股市创历史新高方面发挥了关键作用。但随着对人工智能的怀 疑情绪加剧,华尔街越来越担心这家芯片巨头下周的财报无论结果如何,都会压低股价。英伟达股价数 月来一直横盘震荡,对于一家不久前还曾是指数领涨者并实现三位数年涨幅的公司来说,这无疑是个大 倒退。投资者预计下周英伟达的财报表现将超出华尔街预期,并提高未来几个季度的预期。但这可能不 能提振股价。与此同时,如果英伟达业绩未能平息投资者对人工智能的紧张情绪,可能会对AI相关股 票及更广泛的市场带来更大波动。 ...
《镖人:风起大漠》成中国影史武侠片票房冠军
Jin Rong Jie· 2026-02-22 12:40
2月22日丨据灯塔专业版,截至2月22日19时47分,《镖人:风起大漠》票房超6.89677亿(含预售), 成为中国影史武侠片票房冠军! ...
美国土安全部收购仓库改建拘留中心
Jin Rong Jie· 2026-02-22 06:35
Group 1 - The U.S. Department of Homeland Security has purchased three warehouses in Socorro, Texas, for over $120 million, with a total area exceeding 76,700 square meters, intending to convert them into a detention center [1] - This acquisition has sparked dissatisfaction among the local government due to the lack of prior notification [1]
分析师评特朗普最新关税:朝令夕改,纯属“业余”
Jin Rong Jie· 2026-02-22 05:33
美国财经网站investinglive分析师Adam Button表示,特朗普将他昨日刚刚宣布的关税从10%提高到了 15%。现在看来这简直就像是"业余选手"的表演了,因为他们本有好几个月的时间来研究关税被推翻的 可能性。不过关税裁决实际上剥夺了特朗普利用关税手段的权力,或者说至少限制了他那种短时间内的 冲动式谈判行为。如今关税税率已定为 15%,他便不能再因为一则电视广告或者某个外国政客的言论 而大发雷霆并对其征收关税了。他在此所使用的第122条也将使关税在150天后失效。此外,与他所说的 相反,昨天发布的行政命令明确指出,这些关税要到2月24日才开始生效,所以对于进口商来说,这里 有一个短暂的缓冲期。我认为这会在一定程度上影响某些商品的进口量,不过对2月份的总体数据影响 可能不会太大。 ...