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深夜,美联储重大转变,一个时代结束
凤凰网财经· 2025-05-15 22:52
美股三大指数收盘涨跌不一,道指涨0.65%,标普500指数涨0.41%,纳指跌0.18%。大型科技股多数下 跌,亚马逊、Meta跌超2%,特斯拉跌超1%,苹果、英伟达、谷歌小幅下跌;奈飞涨超2%,微软、英 特尔小幅上涨。 热门中概股多数下跌,纳斯达克中国金龙指数收跌2.37%。向上融科跌超8%,阿里巴巴、文远知行跌逾 7%,富途控股跌超5%,京东、百度、蔚来跌逾3%。Q1营收超预期,网易大涨超14%,股价逼近历史 新高。 国际贵金属期货普遍收涨,COMEX黄金期货涨1.74%报3243.90美元/盎司,COMEX白银期货涨1.07%报 32.79美元/盎司。 当地时间5月15日,美联储主席鲍威尔在第二届托马斯·劳巴赫研究会议上发表讲话。鲍威尔 称,未来通胀可能更加波动, 美国可能正在进入一个供应冲击更频繁、持续时间也更持久的 时期,这对经济和央行来说都是一个艰巨的挑战。 方式短期内不会改变。 鲍威尔认为,重新考虑"就业不足"的措辞是必要的,以避免将低失业率本身视为通胀风险信 号。同时,美联储对"平均通胀目标"框架也进行了类似调整,强调新共识声明需适应更广泛 的经济环境变化。 这一策略被视为美联储的重大转变,即 ...
涉医疗保险欺诈!美国医保巨头被查,年薪1.9亿元的CEO突然辞职
凤凰网财经· 2025-05-15 14:21
Core Viewpoint - The United Health Group is currently under criminal investigation by the U.S. Department of Justice for potential healthcare insurance fraud, coinciding with a tumultuous period for the company marked by leadership changes and financial struggles [1][2]. Group 1: Leadership Changes - CEO Andrew Witty unexpectedly resigned on May 13, 2023, citing "personal reasons," leading to Stephen Hemsley, the chairman, taking over the CEO role after an 8-year hiatus [3]. - Witty, who previously led GlaxoSmithKline, had a compensation of approximately $26.3 million in 2024, while Hemsley will receive a base salary of $1 million and a one-time stock award of $60 million [3]. Group 2: Financial Performance and Market Reaction - Following the announcement of the DOJ investigation, United Health's stock plummeted nearly 18% on May 13, with an additional drop of over 8% the following day, resulting in a market value loss exceeding $280 billion [5][7]. - The company withdrew its 2025 financial guidance, with analysts predicting a 10%-20% reduction in expected earnings per share, and a potential 21%-29% decrease compared to initial long-term targets [4]. Group 3: Insurance Claims and Public Perception - United Health has faced criticism for high claim denial rates, with reports indicating that the company rejected nearly one-third of claims, double the industry average [11]. - A Senate report highlighted a significant increase in claim denials for Medicare Advantage Plan holders, with denial rates rising from 10.9% in 2020 to 22.7% in 2022 [11][10]. - The rising healthcare costs in the U.S. have led to public dissatisfaction, with a survey indicating that about two-thirds of Americans believe insurance companies should bear significant responsibility for high medical expenses [9].
打火机界“超跑”来了!脉冲点火颠覆认知
凤凰网财经· 2025-05-15 14:21
你以为打火 机只是点烟工具?错! 无论是否是烟民,打火机一直是男士们所关注的。 对于男人来说,火机的意义就如同口红之于女人。它更像是一件配饰,相当于自己品味的象征。 兼具实用属性和社交属性,生活中种种场景都足以体现出它的地位。 选择一个好的打火机尤为重要, 它代表的更是男士的社交地位。 颜值高又方便好用的打火机真的存在吗? 当然! 「yoose 有色电弧打火机」 , 不充气不加油,只需充电就能 无限点火, 一个打火机 够用一辈子! 第一次见到是被它的超高颜值惊艳,说真的, 当传统点火工具遇上未来科技 ,谁还在乎你抽不抽?! 点击下图即可购买 现在市面上的打火机多是这样的,碰上老板或是有身份的朋友向你借火,真的 看到有些拿不出手。 撇开颜值差不说, 还极其不安全和不方便。 因为按下去火就突然猝不及防的喷起来。一个不小心就烫到自己的手,所以一直都需要小心翼翼的。 而且现在普通打火机不只是出现烫手的现象,保存不当还会引起爆炸。 所以选择一款安全的打火机同样重要。 ▼ ✅防风双电弧点火: 无明火点火,大风天也能稳稳点着,火焰在抢都不怕吹灭; ✅Type-C充电: 告别煤油/打火石,随充随用,满店可点50余次, 长续航 ...
美债,崩了!
凤凰网财经· 2025-05-15 14:21
美债又崩了! 5月15日,美债收益率集体大涨,各期限收益率均超4%,30年期美债收益率逼近5%大关、10年期美债 收益率升破4.5%关口。 01 见 本次美债抛售与4月有何区别? 这一幕,让人不禁联想起上月的情景。那么,这两轮美债抛售有何异同点? 据人民日报分析,4月以来美长期国债收益率快速上升及其导致的市场巨震,主要受四重因素驱动: 一是美国政府滥施关税引发美国经济再通胀预期; 二是外国投资者购美债意愿进一步下降; 三是美国债收益率单边飙升导致国债基差交易快速平仓; 四是美国债作为全球安全资产的声誉被严重削弱。 人民日报进一步分析, 不排除未来几个月内美长期国债收益率继续显著上升的可能性 ,这无疑将给美 自身带来更多风险。美债信用严重降低,最终动摇的是美元霸权根基。 02 机构观点不一 国内机构对美债看法存在分歧。 中金公司指出,4月下旬以来美国关税态度有所软化,5月12日中美贸易谈判取得重大进展,提升风险偏 好,美股与美元都明显反弹,但这并没有解决美元美债避险能力下降的问题,如果再次面临负面冲击, 美元资产可能仍比较脆弱。此外,特朗普政府减税政策可能导致美国债务加速扩张,利空美债,进一步 弱化其避险功能, ...
陈梦:“我的时代”不被定义
凤凰网财经· 2025-05-15 14:21
从5岁握拍到30岁巅峰,陈梦用25年诠释: 人生没有标准答案,唯有在舍与得之间蓄力,方能突破桎梏。 由凤凰卫视、凤凰网、舍得酒业联合出品的访谈节目《舍得智慧人物》第七季,本期对话奥运冠军、中国乒乓球运动员陈梦。 01 与生俱来的天赋:从小争强好胜 她争强好胜的个性在训练场显得更加突出,"我这次(如果)输了,我心里是不服的,我就想我下一次一定要赢"。 在省队训练时,她曾一声不吭连续击打20筐球。那时她对梦想也许没有概念,但那种"我做到了"的自豪让她足以坚持下来。 2007年,13岁的陈梦进入中国乒乓球女二队,成为当时队内最小的队员。 在国家二队的残酷竞争中,"攒劲"成为她的生存法则。 每月队内循环赛如同生死战:前三、四名可与一队运动员打交流赛,位次再靠前就可以进入一队,末位者直接淘汰回省。 这段时光,她开始对输赢的概念有了更强烈的认知,"赢球就意味着,你能够进入更好的团队,你能够继续打下去,输球就意味离目标又远了一步"。 为此, 她选择舍掉安稳的训练节奏, 日常训练、向前辈请教…她始终用行动积攒成功的可能性。2010年, 千万次挥拍终于换来入场券, 她从国家二队晋 升至国家一队,梦想成为奥运冠军的念头更加坚定。 ...
刚刚,刘晓庆“逃税”举报人发声,透露更多内幕
凤凰网财经· 2025-05-15 14:21
Core Viewpoint - Liu Xiaoqing is embroiled in a tax evasion scandal, with allegations of tax fraud involving her jewelry company and a loan of 3.3 million yuan [1][2][5]. Group 1: Allegations and Legal Proceedings - A citizen named Wang reported Liu Xiaoqing for suspected tax evasion, leading to an investigation by the Shanghai Taxation Bureau [2][5]. - The allegations involve a loan of 3.3 million yuan from Liu Xiaoqing's jewelry company, which was allegedly transferred to her personal account under the guise of an endorsement fee [5][6]. - Liu Xiaoqing's jewelry company has faced multiple lawsuits related to borrowing issues, with a recent court ruling ordering the company to repay 3.6599 million yuan [10][13]. Group 2: Company Background and Financial Issues - Liu Xiaoqing's jewelry company was established in November 2018, with a registered capital of 10 million yuan, and has been facing financial difficulties, including employee salary issues [7][8]. - The company was listed as a tax abnormal entity by the tax authorities, which can lead to penalties and restrictions on tax filings [8][9]. - Liu Xiaoqing has previously been involved in a tax evasion case in 2002, which resulted in her being detained for 422 days [17]. Group 3: Current Developments and Public Response - As of the latest updates, Liu Xiaoqing has not publicly responded to the allegations, and her jewelry company has been reported to be in a state of operational irregularity [4][18]. - The ongoing investigation and negative publicity may impact Liu Xiaoqing's current television projects, raising concerns about potential cancellations or withdrawals [20].
宗馥莉要做新品牌?股权纠纷未了局,娃哈哈商标归属再掀争议
凤凰网财经· 2025-05-15 14:21
Core Viewpoint - Wahaha is currently facing significant controversy due to product outsourcing to Jianmailang, trademark transfer issues, and shareholder disputes, which have raised public concern and scrutiny [2][4]. Trademark Dispute - The trademark transfer from "Hangzhou Wahaha Group Co., Ltd." to "Hangzhou Wahaha Food Co., Ltd." is ongoing, with uncertainty surrounding the registration process [2][4]. - The two main stakeholders in the trademark dispute are Zong Fuli and the Shangcheng District Cultural and Tourism Group, with negotiations for the transfer of 46% shares ongoing but without an agreed price [3][4]. - Employees have indicated that the trademark transfer agreement has been deemed terminated by the Hangzhou Intermediate People's Court, affirming that the trademark belongs to the state-controlled Hangzhou Wahaha Group [4][6]. Historical Context - The Wahaha trademark dispute has been a complex issue for nearly thirty years, involving multiple corporate restructuring events and historical disputes with foreign partners [6][8]. - The company was originally fully owned by the Shangcheng District State-owned Assets Supervision and Administration Commission, but underwent changes in ownership structure in 1999, leading to the current shareholder composition [6][7]. - Previous attempts to transfer the trademark to a joint venture with Danone were unsuccessful due to lack of approval from the State Trademark Bureau, resulting in ongoing disputes [6][7]. Future Implications - Zong Fuli's indication of launching a new brand suggests a strategic pivot in response to the trademark challenges, although this may involve significant costs and risks related to consumer perception and distribution networks [8][9]. - The complexity of Wahaha's ownership structure and the historical use of the trademark by various entities complicate any potential transition to new ownership or management [8][9].
重磅!娃哈哈:不排除近期推出全新自有品牌
凤凰网财经· 2025-05-15 06:18
另外因前期娃哈哈商标的转让目前尚处于登记备案过程中,具有不确定性,为此我司不排除在近期 推出 全新 的自有 品牌 , 并已为此次转型做好了相关的准备工作。 感谢社会各界的关注与监督,无论未来如何,我们会秉持初心、持续创新、坚守品质,不负时代的 机遇和消费者的信赖,持续为消费者提供健康优质的产品。 去年因水产品市场需求快速增长,故我司的产品结构对应调整,导致公司出现产能紧张,我们迅速 启动了应对措施,委托代工厂生产同时进行自有设备改造与投资新建工厂。 为增强 终端 市场的响 应能力,需要调整优化产销布局结构,导致部分工厂停工停产。 对于停工停产的公司我司已按相关 法律程序开展清算流程 。目前,我们已完成 18 条高速产线的布局,并新建 落成 多个现代化工 厂,现阶段公司产能会随着新产线的投产稳定供应,完全实现自主生产 。 同时,最近出现的员工劳动合同转签、投诉、维权等一系列现象,是我司向内合规化改革和管理优 化所带来的短期阵痛。对于这些员工的安置工作均合法合规。这些变革是为了让企业在行业里更好 地深耕,发挥行业的引领作用,建立更加高效、合规的现代化企业。 来源丨凤凰网《风暴眼》 近日娃哈哈被推上风口浪尖,产品被 ...
娃哈哈纯净水生产商变成了今麦郎?员工透露内情
凤凰网财经· 2025-05-15 04:43
来源丨凤凰网《风暴眼》 作者丨广坤 娃哈哈纯净水的生产商怎么成了今麦郎? 近日,不少网友发现购买的娃哈哈纯净水显示由今麦郎生产,对此感到疑惑: "我为什么不购买今麦郎的纯净水?" 股东纠纷,员工遭殃,也一定程度上波及到了消费者。一位熟悉生产工艺的 20 年娃哈哈老员工介绍,宗庆后在世时,娃哈哈生产线组建完成后几 乎没有找过代工。在其看来,找代加工会影响消费者的品牌认知,既然是今麦郎加工,消费者会疑惑 "为什么不直接买今麦郎?" 同时,从生产角 度来看,品控和质检也不及自家工厂好把控。 5 月 15 日,娃哈哈官方微博发布声明,表示娃哈哈和今麦郎存在委托代工关系,代工期间自查发现个别批次纯净水产品未通过出厂抽样检测。自 2025 年 4 月起,公司已终止与相关代工方的合作。 对于娃哈哈生产线关停事宜是否与股东纠纷有关,凤凰网《风暴眼》咨询娃哈哈官方,截至发稿前未获得回应。 凤凰网《风暴眼》从多位娃哈哈员工处了解到,娃哈哈涉及代工的产品主要是纯净水,原因是其需求量最大。在 2024 年娃哈哈销量大幅上涨、产 能跟不上时,就找到今麦郎代加工;而今年之所以又找到今麦郎,则是因为娃哈哈关闭了 10 余家分厂的生产线 — ...
凌晨,特朗普激情自夸,美联储再泼一盆冷水
凤凰网财经· 2025-05-14 22:41
" 我已下调了今年的经济增长预期,但我认为美国经济仍将持续扩张, " 杰斐逊说, " 当然,贸易 政策仍在变化中,其最终的经济影响尚未可知,我将密切关注相关进展。 " 旧金山联储主席戴利则表示, 市场情绪受到冲击,但尚未反映在消费者和企业的整体支出大幅回落 中,不确定性并未抑制经济活动,但如果不确定性持续存在,可能会对经济产生影响。而目前的货币政 策能够应对经济中的各种变化,耐心是当下的关键词。 而瑞银全球财富管理的美国股票主管 David Lefkowitz 将对美股的评级从 " 有吸引力 " 下调至 " 中性 " 。 北京时间周四早上,美股三大指数收盘涨跌不一,纳指涨 0.72% ,标普 500 指数涨 0.1% ,道 指跌 0.21% 。大型科技股多数上涨,特斯拉、英伟达涨超 4% 。谷歌涨超 3% ,奈飞涨逾 1% ,微软、 Meta 小幅上涨;英特尔跌超 4% ,亚马逊、苹果小幅下跌。其中,英伟达年内转涨。 热门中概股多数上涨,纳斯达克中国金龙指数收涨 1.17% 。腾讯音乐涨逾 15% ,理想汽车涨近 3% ,阿里巴巴、百度、好未来涨近 2% 。 美国总统特朗普再度点评市场。 他最新表示,美国财长 ...