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震惊的不只是华尔街,还有美国企业界,“川普2.0”最大误解:关税不是手段,而是目的
华尔街见闻· 2025-03-18 10:51
Group 1 - The core viewpoint of the article is that Trump views tariffs not merely as negotiation tools but as a fundamental solution to America's economic issues, which raises concerns about his governance style and future economic direction [1][2][3] - Trump's communication with major U.S. automakers indicates that tariffs are a definitive goal rather than a bargaining chip, surprising many in the business community who expected a more traditional approach to trade negotiations [2][3] - The article highlights a significant shift in the business environment, as executives are now reassessing their optimistic assumptions about "Trump 2.0" and adapting to a new trade policy landscape [3] Group 2 - The stock market, previously seen as a barometer for Trump's policies, has shown a decline since the introduction of new tariff measures, indicating that market performance may no longer influence his stance [4][6] - Since the start of Trump's new administration, over $1 trillion worth of goods have been subjected to tariff measures, contrasting with the $300 billion in tariffs during his first term [7] - Trump's current administration is characterized by a more unified team that shares his economic views, leading to a more consistent execution of policies compared to his first term [8][10]
General Motors Is My Favorite Auto Play For 2025
Seeking Alpha· 2025-03-18 10:49
Unlike other car companies, General Motors (NYSE: GM ) has been incredibly forward-thinking and invested in the right places to maintain market share and not lose out on the EV race. Its market share has grown significantly inMy name is Maxime and I like to write about finances and share my views on various companies and their potential as an investment opportunity. My preferred sector is industrial. I live and work in Europe and we have a very long and proud history of being an industrial superpower so I g ...
GM recalls more than 90K vehicles over transmission issue
New York Post· 2025-03-17 17:45
Core Points - General Motors is recalling over 90,000 vehicles due to a potential transmission issue that may increase the risk of a crash [1][5] - The affected models include 2020-2021 Cadillac CT4, 2020-2021 Cadillac CT5, 2019-2020 Cadillac CT6, and 2020-2022 Chevrolet Camaro, all equipped with a 10-speed transmission [2][5] - The transmission control valve may experience "excess wear," leading to "harsh shifting" and a "momentary" lock-up of the wheels in rare cases, posing a crash risk [2][3] Recall Details - The recall specifically targets vehicles with the 10-speed transmission; those with other transmissions are not affected [3] - GM is prioritizing customer safety and is implementing a software update to address the issue [3] - There has been one reported accident potentially linked to the valve defect [3] Software Update - The software update will detect excess wear approximately 10,000 miles before a potential wheel lock-up and will prevent it by placing the transmission into fifth gear until the next key cycle [4] - Dealers will install the transmission control module monitoring software at no charge to customers [5] - Affected vehicle owners will receive notification letters starting April 21 [5] Production Changes - New transmission control software has been incorporated into the production of model year 2021 Cadillac CT6s, model year 2022 Cadillac CT4 and CT5s, and model year 2023 Chevrolet Camaros [6]
General Mills Gears Up for Q3 Earnings: Here's What You Should Know
ZACKS· 2025-03-17 13:45
General Mills, Inc. (GIS) is likely to register a decline in its top and bottom lines when it reports third-quarter fiscal 2025 earnings on March 19. The Zacks Consensus Estimate for revenues is pegged at almost $5 billion, implying a 2.8% decrease from the prior-year quarter’s reported figure. The consensus mark for earnings has moved down by a penny in the last seven days to 95 cents per share, indicating a decline of 18.8% from the year-ago quarter’s reported figure. GIS has a trailing four-quarter earni ...
Borr Drilling Limited - Notice of Annual General Meeting
Prnewswire· 2025-03-17 11:38
Core Points - The Annual General Meeting of Shareholders for Borr Drilling Limited is scheduled for May 21, 2025 [1] - The record date for determining shareholders entitled to vote is set for March 6, 2025 [1] Company Information - A copy of the Notice of the Annual General Meeting and Form of Proxy will be distributed to shareholders [2] - Additional information, including the Company's Annual Report, is available on the Company's website [2] - Contact for further inquiries is Magnus Vaaler, CFO, with a provided phone number [2]
特斯拉将Model Y降本20%,以捍卫在华份额;英特尔首次聘用华人CEO;宝可梦制造商将游戏部门卖给沙特公司 丨硅谷周报
创业邦· 2025-03-16 03:11
「硅谷周报」是创业邦推出的系列栏目,旨在为科技领域创业者和投资人精选硅谷科技要闻,投融资 消息等,记录硅谷科技风向变动。 整理丨刘杨楠 编辑丨 海腰 封面图源丨Midjourney 本周(2025.3.10-3.16)硅谷科技要闻包括: 英特尔首次任命华人陈立武为首席执行官;特斯拉计划将 Model Y生产成本降低至少20%;台积电向Nvidia、AMD和博通推荐成立英特尔代工合资企业;Meta开始 测试其首款内部AI训练芯片;Alphabet旗下Waymo将在硅谷提供自动驾驶汽车服务;软银支持的自动驾驶 公司Wayve即将进行商业亮相;谷歌准备收购眼球追踪初创公司,用于未来眼镜;CoreWeave在IPO前与 OpenAI签署119亿美元合同等。 里程碑 英特尔首次任命华人陈立武为首席执行官 3月13日,英特尔宣布任命陈立武(Lip-Bu Tan)为新任首席执行官,任命将于3月18日正式生效。此前他 曾在2024年8月卸任,此次上任后,陈立武还将重新加入英特尔董事会。至此,全球芯片界顶级四大巨头 将均由华人执掌——英伟达黄仁勋、AMD苏姿丰、英特尔陈立武、博通陈福阳。 陈立武现年65岁,出生于马来西亚,在新 ...
General Mills Stock Eyes 4th-Straight Drop Ahead of Earnings
Schaeffers Investment Research· 2025-03-14 19:29
Core Viewpoint - General Mills Inc is set to report its fiscal third-quarter earnings, with analysts expecting earnings per share of 95 cents and revenue of $4.96 billion [1] Group 1: Stock Performance - General Mills' stock is currently down 0.1% at $59.79, having faced a decline since reaching a multi-month high of $64.95 [2] - The stock is on track for its fourth consecutive daily loss, contributing to a 6% year-to-date decline [2] Group 2: Earnings History and Expectations - Historically, General Mills' stock has either fallen or remained flat after five of its past eight earnings reports, with an average shift of 2.6% [3] - Traders are anticipating a larger-than-usual move of 6.5% for the shares following the upcoming earnings report [3] Group 3: Analyst Recommendations and Short Interest - There is potential for upgrades, as 13 out of 18 brokerage firms currently have a "hold" recommendation on the stock [4] - Short interest has increased by 17.2% over the past two reporting periods, representing 4.8% of the stock's total available float [4] Group 4: Options Activity - Bullish sentiment is evident in the options market, with a 10-day call/put volume ratio of 3.38, which is higher than 72% of annual readings [5] - General Mills has historically outperformed options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard of 94 out of 100 [5]
Dollar General Shifts Focus To Stability, But Analysts Flag Profitability Pressures
Benzinga· 2025-03-14 17:50
Dollar General Corp DG reported better-than expected fourth-quarter earnings. The following are the comments from analysts for the same.Piper Sandler analyst Peter Keith reiterated a Neutral rating on the shares and raised the price target from $79 to $81.DG reported fourth-quarter earnings per share of $0.87, which included a charge of $0.81 related to its store portfolio review and closures. Excluding these charges, the company would have exceeded consensus expectations of $1.51, said the analyst.The comp ...
These Analysts Revise Their Forecasts On Dollar General After Q4 Results
Benzinga· 2025-03-14 12:45
Group 1 - Dollar General Corporation reported fourth-quarter sales growth of 4.5% year-on-year to $10.304 billion, exceeding analyst expectations of $10.264 billion [1] - The company's EPS of $0.87 fell short of the consensus estimate of $1.51 [1] - CEO Todd Vasos expressed satisfaction with the underlying performance of the business, highlighting improved execution and solid top-line results [1] Group 2 - As part of a store portfolio optimization review, Dollar General plans to close 96 Dollar General stores and 45 pOpshelf stores, while converting six pOpshelf stores to Dollar General stores in Q1 of fiscal 2025 [2] - The company anticipates FY25 sales growth of 3.4% to 4.4% and same-store sales growth of 1.2% to 2.2% [2] - FY25 EPS is projected to be between $5.10 and $5.80, compared to an estimate of $5.85, with capital expenditure expected to be between $1.3 billion and $1.4 billion [2] Group 3 - Dollar General shares increased by 6.8%, closing at $79.95 following the earnings announcement [3] - Analysts adjusted their price targets for Dollar General after the earnings report [3] Group 4 - Piper Sandler analyst Peter Keith maintained a Neutral rating on Dollar General and raised the price target from $79 to $81 [4] - B of A Securities analyst Robert Ohmes maintained a Buy rating but lowered the price target from $95 to $90 [4]
Granada Reports Annual General Meeting Results
Thenewswire· 2025-03-13 21:05
  Rouyn Noranda, Q.C., March 13, 2025 – TheNewswire – Granada Gold Mine Inc. (TSXV: GGM) (OTC: GBBFF) (Frankfurt: B6D) (the "Company" or "Granada") announces that the 2025 Annual General Meeting was held today, Thursday March 13, 2025 and is pleased to report that all resolutions proposed to the Shareholders were approved with over 93.87% voting in favour in all categories.   The resolutions approved are as follows: 1.        The following individuals were re-elected Directors of the Company: Frank J. Basa ...