摩根大通发表新兴市场策略报告，看好中国市场(人工智能发展不断深化、供给侧改革、消费支持)、韩 国(管治改革、强劲的存储器需求)，印度(双重宽松政策和复甦的内需提振企业获利)，巴西(预计2026年 将有350个基点的宽松周期，而选举存在不确定性)，南非(贸易条件改善、黄金/铂族金属价格上涨、债 券收益率下降以及改革取得初期成效)，阿联酋(长期复合增长)，以及希腊和波兰(欧洲经济的提振加上 估值偏低)。 该行亦列出新兴市场高度确信股份名单，其中包括台积电(目标价1700新台币)、阿里巴巴(目标价225港 元)、中国人寿(目标价31港元)、富途(目标价300美元)等，评级均为"增持"。 ...

科技股成为当日市场的主要推动力。美光科技股价大涨10.2%，公司给出的季度利润指引接近分析师预 期的两倍，显示人工智能相关需求依旧强劲，带动费城半导体指数上涨2.6%。 大型科技股普遍走高。特斯拉上涨3.45%，英伟达上涨1.87%，博通上涨1.18%，微软上涨1.65%，Meta 上涨2.32%，亚马逊上涨2.48%；AlphabetA股和C股分别上涨1.93%和1.91%，苹果小幅上涨0.13%。 板块方面，非必需消费品板块表现亮眼，成为标普500指数中涨幅最大的板块之一。星巴克上涨4.9%， Lululemon上涨3.5%，此前有报道称激进投资机构Elliott已建仓该公司。 *美国11月CPI同比涨幅和核心CPI均低于市场预期 *美光科技股价大涨10.2% *特朗普媒体与科技集团股价暴涨41% 周四，美股主要股指集体收高。美国11月通胀数据明显低于市场预期，强化了投资者对美联储明年降息 的押注，芯片制造商美光科技给出的强劲财测进一步点燃科技板块情绪，推动三大股指自三周低位反 弹。 截至收盘，道琼斯工业平均指数上涨65.88点，涨幅0.14%，报47951.85点；标普500指数上涨53.33点， 涨幅 ...

Follow FUTU on Seeking Alpha Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this user's reques ...

AI相关个股普遍走低，英伟达下跌3.8%，博通下跌4.5%，AMD下跌5.3%，甲骨文下跌5.4%，特斯拉下 跌4.6%。 期货日报网讯（记者 肖佳煊）当地时间12月17日，美股三大指数收跌，截至当日收盘，道指跌228.29 点，跌幅为0.47%，报47885.97点；纳指跌418.14点，跌幅为1.81%，报22693.32点；标普500指数跌 78.83点，跌幅为1.16%，报6721.43点。 科技股领跌。阿斯麦、甲骨文、超威半导体跌超5%，特斯拉、博通跌超4%，英伟达、台积电、英特 尔、谷歌-A跌超3%，高通跌超2%，Meta、苹果跌超1%，亚马逊、波音、微软小幅下跌；奈飞小幅上 涨。 热门中概股多数下跌，纳斯达克中国金龙指数收跌0.73%。虎牙、拼多多、蔚来、理想汽车跌超3%，爱 奇艺、老虎证券、小鹏汽车跌超2%，富途控股、阿里巴巴、网易、金山云跌超1%；百度、新东方小幅 上涨，携程涨超1%。 此前，美联储理事克里斯托弗·沃勒周三表示支持进一步降息，让利率回到中性水平，同时也表示决策 者无需操之过急。沃勒表示，在通胀持续放缓至2026年的情景下，当前货币政策利率水平较中性利率高 出多达100个基点。 ...

Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Futu Holdings Limited Sponsored ADR (FUTU) or Brookfield Asset Management (BAM) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The pro ...

Futu Holdings Limited Sponsored ADR (FUTU) closed the last trading session at $171.45, gaining 3.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $218.57 indicates a 27.5% upside potential.The mean estimate comprises 11 short-term price targets with a standard deviation of $34.89. While the lowest estimate of $157.85 indicates a 7.9% decline from the current price level, the most ...

Core Insights - Futu Holdings Limited (FUTU) shares have increased by 97.7% over the past year, significantly outperforming its industry, which saw a 9.7% decline, and the Zacks S&P 500 Composite, which rose by 17.9% [1] - The company has outperformed peers such as Columbia Financial (CLBK), which declined by 3.7%, and American Express (AXP), which gained 21.2% [1] Performance Analysis - Over the last six months, FUTU's stock surged by 59.8%, while Columbia Financial and American Express grew by 16% and 21.6%, respectively [4] - In Q3 2025, FUTU experienced a 24.7% sequential growth in funded accounts, driven by client acquisitions across various markets, particularly in Hong Kong [5][6] - The company recorded a 79% year-over-year increase in total client assets and a 105% year-over-year rise in trading volume, indicating strong client growth and market optimism [8] Financial Metrics - FUTU's revenue increased by 86.3% year-over-year in Q3 2025, with net income soaring by 143.9%, leading to a net income margin expansion of 1,180 basis points [9] - The stock is currently trading at 17.36 times forward 12-month earnings per share, below the industry average of 24.32 times, suggesting it is undervalued [10] - The return on equity for FUTU stands at 30.6%, surpassing the industry average of 17.2%, and the return on invested capital is 18.7%, compared to the industry average of 5.5% [12] Liquidity and Outlook - As of September 30, 2025, FUTU holds cash and equivalents of $17.8 billion against current debt of $1.5 billion, indicating a strong liquidity position with a current ratio of 1.16 [14] - The Zacks Consensus Estimate for FUTU's 2025 sales is $2.7 billion, reflecting a 52.3% year-over-year growth, with earnings expected to surge by 77.5% year-over-year to $8.89 per share [16][17] - Analysts have revised EPS estimates upward for both 2025 and 2026, indicating growing confidence in the company's performance [17] Investment Recommendation - FUTU's international expansion strategy has significantly contributed to its client base growth and revenue improvement, making it a strong candidate for investment in the fintech space [18][19]

来源：市场资讯 一位港股投资者在上海出差时，仅通过手机上的新浪财经APP，便在咖啡厅里实时捕捉到腾讯股价的细 微波动，成功完成了交易。 全球金融市场在2025年波动加剧，港股市场的国际化特点和稳健监管体系正吸引越来越多投资者的目 光。据统计，2025年港股投资者规模已突破2800万，其中移动端交易占比高达83%。 面对市场上琳琅满目的炒股软件，选择一款可靠的工具已成为投资者的"数字军师"。 该APP的核心竞争力首先体现在其全球市场覆盖能力上。它能无缝衔接全球40多个金融市场的实时行 情，包括A股、港股、美股、期货、外汇及贵金属市场。 这种广度远超同类产品，使投资者能够实时捕捉全球市场波动带来的机会。 在数据时效性方面，新浪财经APP的Level-2高速行情系统将传统3秒延迟缩短至微秒级别。在2025年5月 商品期货夜盘暴跌时，多数平台因流量过载延迟1-2秒，而新浪用户仍能实时捕捉腾讯、美团等蓝筹股 的细微价差。 新浪财经APP的"喜娜AI助手"是另一项突破性功能。它通过北京市生成式AI服务备案，可将5000字年报 浓缩为300字核心摘要，并用红绿双色标识风险点与机会点。 当美联储降息决议公布后，AI能基于美债 ...

中国资产强势反攻。 隔夜美股市场，中国资产集体走强，纳斯达克中国金龙指数涨1.29%，三倍做多富时中国ETF大涨超 4%，扭转了全周跌势。明星中概股普涨，叮咚买菜大涨超10%，百度大涨近6%。多家外资机构近期密 集发布报告，看好中国资产。其中，摩根士丹利认为，全球资金对中国资产配置兴趣回升，中国股市被 重新定义为"有成长性的市场"。 另外，美联储的降息路径也持续扰动市场。据美国商务部经济分析局最新公布的数据，美联储最青睐的 通胀指标——美国9月核心PCE物价指数环比上涨0.2%，符合预期；同比上涨2.8%，低于道琼斯调查预 期的2.9%。这进一步巩固了美联储将于下周降息的预期，据CME"美联储观察"，截至发稿，美联储12 月降息25个基点的概率升至87.2%。 中国资产爆发 美东时间12月6日，美股三大指数集体收涨，道指涨0.22%，纳指涨0.31%，标普500指数涨0.19%，均逼 近历史新高。 中国资产全线爆发，明显跑赢美股大盘，截至收盘，纳斯达克中国金龙指数涨1.29%，三倍做多富时中 国ETF大涨4.17%，两倍做多中国互联网股票ETF、两倍做多沪深300ETF涨超2%，中国科技ETF、中国 海外互联 ...

Key Takeaways FUTU posts strong funded accounts, asset and trading growth, driven by international expansion.Hong Kong, Singapore, Malaysia and the U.S. fuel sequential gains in new funded accounts.Revenues jumped 86.3% and net income rose 143.9% as a scalable platform boosted the margin.Futu Holdings Limited’s (FUTU) quarterly metrics reveal compelling evidence behind the successful international expansion. As of Sept. 30, 2025, FUTU’s total funded accounts reached 3.1 million, up 42.6% year over year and ...