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HSBC interim chair Brendan Nelson ruled himself out of permanent role, CEO says
Reuters· 2025-12-02 10:16
HSBC's interim chairman Brendan Nelson has confirmed he is not seeking the role on a permanent basis, the bank's Chief Executive Georges Elhedery told an event in London on Tuesday amid a protracted s... ...
摩根大通:将汇丰银行目标价从1010便士上调至1060便士。
Xin Lang Cai Jing· 2025-12-02 04:57
摩根大通:将汇丰银行目标价从1010便士上调至1060便士。 来源:滚动播报 ...
Why HSBC Has Struggled to Fill One of the Biggest Jobs in Global Finance
WSJ· 2025-12-02 01:00
The role is one of the most demanding in world finance, with the bank acting as a financial bridge between the East and West. ...
8点1氪:香港大埔火灾已拘捕13人,罪名是误杀;明年起避孕药品和用具征收增值税;万科被冻结5.7亿元股权,冻结期限为3年
36氪· 2025-12-02 00:09
大埔宏福苑火灾通报:13人以误杀罪被捕,棚网阻燃多处不达标,调查仍在推进。 整理 |爆浆豆腐 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 警方就香港大埔火灾已拘捕13人,罪名是误杀 香港特区政府12月1日下午介绍大埔宏福苑火灾搜救调查等最新情况。警方已拘捕13人,罪名是误杀。调查仍在进行中,不排 除更多人被捕。经警方实地调查搜证,在着火大楼中采集到7个地方的棚网样本,没有达到阻燃标准。(新华社) DeepSeek发布两个正式版模型 罗永浩否认给企业发产品比直播赚的多 俞敏洪接任东方甄选公司法定代表人 顺丰推出"超时赔付"服 务: 成本由公司承担,快递员无需承担 《疯狂动物城2》创年内进口片内地票房冠军 明年起新加坡中学生在校不能使用智能手机和手表 自2026年1月1日起,销售避孕药品和用具将依法征收增值税,不再享受免征增值税的优惠政策。目前施行的《中华人民共和国 增值税暂行条例》第十五条规定,避孕药品和用具免征增值税。而2026年1月1日起施行的《中华人民共和国增值税法》第二十 四条免征增值税的项目中,则不再设有"避孕药品和用具"这一项。 免征增值税政策的取 ...
智通ADR统计 | 12月2日
智通财经网· 2025-12-01 22:34
智通财经APP获悉,周一,美股三大指数集体下跌。恒生指数ADR上涨,按比例计算,收报26130.01点,较香港收市涨96.75或 0.37%。 大型蓝筹股多数上涨,汇丰控股收报111.153港元,较香港收市涨0.59%;腾讯控股收报621.575港元,较香港收市涨0.33%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 00700 | 619.500 | +8.000 | 1.31% | TCEHY | 621.575 | +2.075 | 0.33% | | 2 | 阿里巴巴-W | 09988 | 154.900 | +3.400 | 2.24% | BABA | 159.911 | +5.011 | 3.23% | | 3 | 建设银行 | 00939 | 8.150 | -0.020 | -0.24% | CICHY | 8.181 | +0.03 ...
We are all clear for a year-end rally, says HSBC's Max Kettner
Youtube· 2025-12-01 21:48
Market Overview - December historically tends to be a strong month for markets, but current trends show losses despite a rebound last week [1][2] - The upcoming December Fed meeting is expected to result in a rate cut, which may support market stability [2][3] Investor Sentiment - There is a belief that the recent market correction, particularly in crypto, may have been over-extrapolated by investors [3][4] - Short-term positioning signals are indicating a potential buy territory, suggesting a favorable environment for a year-end rally [4][5] Consumer Behavior - High-frequency data indicates that the US consumer remains resilient, with positive trends in retail sales and spending despite concerns over the government shutdown [7][8] - Retailers reported strong Black Friday sales, reinforcing the notion of consumer strength [8][9] Earnings Outlook - Earnings estimates for Q4 have been significantly reduced, leading to skepticism about the earnings landscape [9][10] Crypto and Precious Metals - The volatility in crypto markets may position precious metals, particularly gold, as a more stable investment option [11][12] - There is skepticism regarding the long-term viability of crypto as a hedge against economic uncertainty compared to precious metals [12]
300005 拟收购2家芯片公司!
Core Viewpoint - The company, 探路者, has announced the acquisition of 51% stakes in two technology firms, 贝特莱 and 上海通途, for a total of 6.78 billion yuan, aiming to enhance its chip business and market competitiveness [2][7][8]. Group 1: Acquisition Details - The company will acquire 51% of 贝特莱 for 3.21 billion yuan, with the purchase funded by its own capital [2][6]. - The acquisition of 上海通途 will cost 3.57 billion yuan, also funded by the company's own resources [7][8]. - The acquisitions do not require shareholder meeting approval as they have been approved by the company's board [4]. Group 2: Company Profiles - 贝特莱 specializes in mixed-signal chain chips and solutions, focusing on fingerprint recognition and touch control chips, and is recognized as a leading chip design firm in China [5][6]. - 上海通途 is engaged in IP technology licensing and chip design, with expertise in image and video processing technologies, and its IP technology is widely used in various chip applications [7][8]. Group 3: Strategic Objectives - The acquisitions aim to create a strong synergy with the company's existing chip business, enhancing its product offerings in the analog and mixed-signal chip markets [8]. - The integration of 贝特莱's technology will expand the company's product dimensions and customer base, while 上海通途's resources will bolster its competitive edge in display and video processing technologies [8].
300005,拟收购两家芯片公司控制权
Zhong Guo Ji Jin Bao· 2025-12-01 14:53
Core Viewpoint - The company, Ternua, is expanding its chip business by acquiring 51% stakes in two chip companies for a total of 678 million yuan, aiming to enhance its dual business strategy of outdoor products and chips [1][2]. Acquisition Details - Ternua plans to acquire 51% of Shenzhen Betel Electronic Technology Co., Ltd. for 321 million yuan and 51% of Shanghai Tongtu Semiconductor Technology Co., Ltd. for 357 million yuan [1][2]. - Both acquisitions will be funded using the company's own funds and do not constitute related party transactions or major asset restructuring [2]. Financial Performance of Target Companies - Betel achieved a revenue of 166 million yuan and a net profit of 17.73 million yuan from January to August 2025, although it was still in a loss position for 2024 [2][4]. - Shanghai Tongtu reported a revenue of 105 million yuan and a net profit of 18.89 million yuan for the same period, with projected revenues and profits for 2024 at 56.06 million yuan and 5.54 million yuan, respectively [4]. Performance Commitments - Betel has committed to achieving a cumulative net profit of no less than 150 million yuan from 2026 to 2028, with cash rewards for exceeding targets [6]. - Shanghai Tongtu has a similar commitment for a cumulative net profit of no less than 150 million yuan over the same period, also with cash rewards for exceeding targets [6]. Strategic Intent - The acquisitions are intended to complement and strengthen Ternua's existing chip business, which includes touch chip design and MiniLED display driver IC design [7]. - The company aims to leverage the technologies and customer resources from the acquired firms to expand into consumer electronics, industrial control, and intelligent driving applications [7]. Historical Context and Transition - Ternua has been transitioning to a dual business model of outdoor products and chips since 2021, following a change in control and leadership [9][8]. - The outdoor business has faced challenges, with a revenue decline of 10.51% in the first half of 2025 compared to the previous year [11]. Current Business Performance - The chip business has shown growth, with a revenue of 222 million yuan in 2024, marking a significant increase of 66.56% year-on-year [11]. - The chip business now accounts for 13.97% of the company's total revenue [11].
300005 拟收购两家芯片公司控制权
Zhong Guo Ji Jin Bao· 2025-12-01 14:48
Core Viewpoint - The company, Tanshan, plans to further invest in the chip business by acquiring 51% stakes in two chip companies for a total of 678 million yuan, aiming to enhance its dual business strategy of "outdoor + chips" [2][8]. Group 1: Acquisition Details - Tanshan announced the acquisition of 51% stakes in Shenzhen Betel Electronic Technology Co., Ltd. for 321 million yuan and Shanghai Tongtu Semiconductor Technology Co., Ltd. for 357 million yuan [2][3]. - The valuation of both companies was based on the income approach, with Betel's appreciation rate at 363.26% and Tongtu's at 2119.65% [2][3]. Group 2: Financial Performance of Target Companies - Betel achieved a revenue of 166 million yuan and a net profit of 17.73 million yuan from January to August 2025, although it was still in a loss position for 2024 [3][5]. - Tongtu reported a revenue of 105 million yuan and a net profit of 18.89 million yuan for the same period, with projected revenues and profits for 2024 at 56.06 million yuan and 5.54 million yuan, respectively [5]. Group 3: Performance Commitments - Betel has committed to achieving a cumulative net profit of no less than 150 million yuan from 2026 to 2028, with cash rewards for exceeding targets [7]. - Tongtu's commitment is also set at a cumulative net profit of no less than 150 million yuan for the same period, with similar cash reward structures [7]. Group 4: Strategic Intent - The acquisition aims to create synergies with Tanshan's existing chip business, which includes touch chip design and MiniLED display driver IC design, to accelerate technological upgrades and market expansion [8][10]. - Tanshan's transition to a dual business model began in 2021 due to stagnation in its traditional outdoor business, which has seen declining revenues since its peak in 2015 [10][12]. Group 5: Current Business Performance - In the first half of 2025, Tanshan's outdoor business revenue decreased by 10.51% to 538 million yuan, while its chip business revenue grew by 66.56% to 222 million yuan, marking a significant increase [12]. - The chip business now accounts for 13.97% of the company's total revenue, reflecting a strategic shift towards this sector [12].
汇丰与Mistral AI达成合作,加快应用生成式AI
Xin Lang Cai Jing· 2025-12-01 14:34
声明称,未来的重点领域将包括面向客户的创新,例如改进信贷和贷款流程以及强化欺诈与反洗钱检 查。 12月1日,汇丰与法国人工智能初创公司Mistral AI宣布建立战略合作伙伴关系,以增强和加速生成式AI 在全行的应用,供全行员工用于从财务分析到翻译等各类任务。 ...