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Meta或被欧盟高额罚款;买房送10万消费券 杭州开展刺激购房活动;但斌92亿元海外基金调仓曝光丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-10-24 23:35
Group 1 - The 2025 China Satellite Application Conference will be held from October 25 to 27 in Beijing [3] - Chinese President Xi Jinping will visit South Korea from October 30 to November 1 at the invitation of President Yoon Suk-yeol, marking Xi's first state visit to South Korea in 11 years [5] - The U.S. stock market indices closed higher, with the Nasdaq rising 1.15% and reaching a weekly gain of 2.31% [5] Group 2 - The U.S. Consumer Price Index (CPI) for September increased by 0.3% month-on-month, with a year-on-year increase of 3% [6] - International oil prices fell, with WTI crude oil down 0.57% to $61.44 per barrel, while Brent crude oil decreased by 0.29% to $65.10 per barrel [7] - The People's Bank of China reported that the balance of RMB loans reached 270.39 trillion yuan, a year-on-year increase of 6.6% [9] Group 3 - The China Securities Regulatory Commission emphasized enhancing the resilience and risk resistance of the capital market [13] - Guangdong Province announced measures to support the high-quality development of the low-altitude economy, including financial services and support for companies to go public [12] - The China Logistics and Purchasing Federation initiated a campaign against "involution" in the warehousing industry to promote high-quality development [15] Group 4 - But Bin's overseas fund disclosed a significant increase in holdings, particularly in Alibaba and other AI-related stocks, indicating confidence in their future potential [20] - The IPO of domestic GPU manufacturer Muxi Co., Ltd. was approved, aiming to raise 3.904 billion yuan for new GPU development projects [22] - Meta is facing a lawsuit from the EU, potentially leading to fines of up to 6% of its annual revenue due to alleged failures in content moderation [24]
Should You Expect Accelerated Sales Growth for Mattel (MAT) in 2026?
Yahoo Finance· 2025-10-24 16:41
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” third-quarter 2025 investor letter. The letter can be downloaded here. The fund returned -0.33% in the third quarter, compared to the S&P 500’s 8.12 % return and the Russell 1000 Value’s 5.33% return. The firm is not happy with the flat performance of the portfolio, emphasizing its investments in real assets and brands that generate growing free cash flow (FCF) per share. Despite facing market pressures from speculati ...
Here’s What Affected Mattel’s (MAT) Performance in Q3
Yahoo Finance· 2025-10-24 16:32
Ariel Investments, an investment management company, released its “Ariel Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S equities rallied in the third quarter, driven by the Federal Reserve’s first rate cut of the year, strong corporate earnings, and broadening market participation. The continued enthusiasm for AI led to outsized gains in technology, while small caps outperformed as capital shifted into undervalued segments of the market. Against this backdrop, Ari ...
The Full Grid Arrives in 1:64 Scale: Hot Wheels Expands Formula 1® Collection to Include Scuderia Ferrari HP and Aston Martin Aramco Formula One™ Team
Businesswire· 2025-10-24 15:00
EL SEGUNDO, Calif.--(BUSINESS WIRE)--Following the announcement of a multi-year licensing partnership with Formula 1® and initial product launch, Mattel, Inc. (NASDAQ: MAT) has revealed the next evolution of the Hot Wheels Formula 1® collection to now include all 10 Formula 1® teams, including Scuderia Ferrari HP Team and Aston Martin Aramco Formula Oneâ"¢ Teamâ"¢. The full lineup reflects the official Formula 1® 2025 team liveries and driver roster and will be available in both the Hot Wheels core. ...
Mattel: Near-Term Risks Outshine The Positive Developments (NASDAQ:MAT)
Seeking Alpha· 2025-10-24 13:35
I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason ...
Mattel: Near-Term Risks Outshine The Positive Developments
Seeking Alpha· 2025-10-24 13:35
Core Viewpoint - The article discusses the author's investment philosophy, which incorporates various strategies including fundamental, technical, and momentum investing, emphasizing the importance of a diversified approach to capital management [1]. Group 1: Investment Philosophy - The author believes in the merits of different investment approaches, such as fundamental investing, technical investing, and momentum investing [1]. - The investment process has been refined over the years by leveraging the positive aspects of each approach [1]. Group 2: Purpose of Writing - The article serves as a platform for tracking the performance of the author's investment ideas and connecting with like-minded investors [1].
关税影响显现:美国玩具制造商重塑供应链 损失数亿美元利润
Zhong Guo Xin Wen Wang· 2025-10-23 08:33
中新网10月23日电(记者 张乃月)伴随着关税的影响显现,美国大型零售商正在悄悄重塑供应链,将进口 商品的成本和风险更多地转嫁给供应商。 关税影响显现:美国玩具制造商重塑供应链 损失数亿美元利润 彭博行业研究分析师达奇表示,当前,美泰面临关税带来的阻力:在有关措施做出调整前,关税将导致 其全年利润损失高达2亿美元。与此同时,其还面临着依然挑剔的美国消费者,与越来越高的玩具价 格。 来源:中国新闻网 编辑:王永乐 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 据美媒Axios当地时间22日报道,全球最大的玩具制造商之一美泰公司日前表示,零售商正在从"直接进 口"模式转向"国内运输"模式。 据介绍,前者意味着零售商会提前数月下好大订单,并利用自己的物流将商品运往美国,以提高利润 率;后者则由美泰这种供应商处理进口和仓储事宜,零售商来解决更小的、更贴近需求的订单。 美泰的首席财务官表示,零售商采取这一策略,是为了给自己"更多的时间和灵活性来处理订单"。他认 为,这是今年的"一种特殊现象"。但分析师表示,随着企业为持续的贸易不确定性做准备,这种模式可 能会持续。 另据彭博社报道,美泰21日披露 ...
Mattel reports lower Q3 earnings, sees strong holiday season ahead
Proactiveinvestors NA· 2025-10-22 19:11
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Mattel Sees Growth in Uno and American Girl Dolls. Barbie Sales Are Slipping.
Investopedia· 2025-10-22 18:50
Uno is one of Mattel's most popular products, the toymaker said. Jakub Porzycki / NurPhoto via Getty Images Close Key Takeaways Uno is still number one. The multi-colored game deck is the top-selling card game and has grown for nine quarters in a row, according to Mattel (MAT), its parent company, which late Tuesday briefed analysts about the trends the toy and game giant sees heading into the holiday shopping season. Among those trends: American Girl doll sales are on the rise, with Mattel saying that the ...
Mattel: Too Many Toys, Too Few Profits -- Why I'm Selling The Stock
Seeking Alpha· 2025-10-22 18:00
Mattel has just published its quarterly results and reiterated its guidance, which, in my opinion and based on the figures, will be difficult to achieve, given the unfavorable context (tariffs, pressure on margins, shrinking core business). Add to this a “premium” valuation comparedPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bott ...