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美国债市“高光时刻”难复制? 降息路径模糊叠加财政刺激 2026总回报或降档
智通财经网· 2025-12-31 03:48
Group 1 - The U.S. bond market, including high-rated corporate bonds, is expected to face a more challenging environment in 2026 due to a potential slowdown in interest rate cuts by the Federal Reserve and the impact of fiscal stimulus measures from the Trump administration [1][6] - In 2025, the Federal Reserve's interest rate cuts, totaling 75 basis points, significantly boosted U.S. Treasury prices, leading to a strong performance in the bond market, with a total investment return of approximately 7.3%, the best since 2020 [2][5] - Market consensus suggests that total investment returns in 2026 may not match the strong performance of 2025, with expectations of smaller rate cuts and increased uncertainty regarding the Fed's actions [5][11] Group 2 - The yield on the benchmark 10-year U.S. Treasury bond has dropped over 40 basis points this year, currently around 4.1%, influenced by the Fed's rate cuts and global market dynamics [8][11] - The investment-grade corporate bond credit spread remains around 80 basis points, close to its lowest level since 1998, indicating a stable market despite potential future volatility [12][15] - Predictions for 2026 suggest that the credit spread for investment-grade corporate bonds may widen to 110 basis points, driven by increased issuance from U.S. tech companies, while total returns for high-rated bonds are expected to decline to around 3% [15][16] Group 3 - Concerns are rising regarding the credit risk of high-rated corporate bonds, particularly in the context of the AI investment boom, with some analysts predicting that these bonds may be subject to significant selling pressure [16][17] - Major tech companies, including Amazon and Oracle, are planning substantial debt issuances to fund AI infrastructure projects, raising concerns about their financial stability and potential default risks [17][18] - The market is witnessing a shift in credit risk perception, with Oracle's credit default swap spreads nearly doubling, indicating heightened concerns over its creditworthiness amid significant debt financing [17][18]
Here's what you should know about the US TikTok deal
TechCrunch· 2025-12-30 14:00
Core Viewpoint - TikTok, owned by ByteDance, has faced significant scrutiny in the U.S. regarding user data security, leading to a deal where a consortium of American investors will acquire a portion of its U.S. operations [1][2][5]. Group 1: Ownership and Investment - TikTok has signed a deal to divest a portion of its U.S. entity to a group of American investors, including Oracle and Silver Lake, following a prolonged negotiation process [2][5]. - The investor group will collectively hold 45% of TikTok's U.S. operations, while ByteDance retains nearly a 20% stake, with TikTok U.S. valued at approximately $14 billion [5]. - A "framework" deal was established between the U.S. and China, allowing U.S. investors to oversee TikTok's U.S. operations, with expectations of an 80% stake for the consortium [6]. Group 2: Operational Changes - The newly formed "TikTok USDS Joint Venture LLC" will manage the app's operations, focusing on data protection and algorithm security, with Oracle as the trusted security partner [10]. - Oracle will replicate and secure a new U.S. version of TikTok's algorithm, ensuring ByteDance does not have access to U.S. user information or influence over the U.S. algorithm [11]. Group 3: Future of TikTok in the U.S. - Reports indicate that once the deal is finalized, the TikTok app may be discontinued in the U.S., requiring users to transition to a new platform, though details about this platform remain unclear [12].
Muzhu Mining Announces Name Change to North Atlantic Titanium Corp.
Thenewswire· 2025-12-30 14:00
Vancouver, British Columbia – TheNewswire - December 30, 2025 – Muzhu Mining Ltd. (CSE: MUZU) (OTCPK: MUZU.F) (FSE:Y33) (the “Company”), is pleased to announce that pursuant to a directors’ resolution that was passed on December 19, 2025, the Company’s board of directors has approved the name change of the Company from “Muzhu Mining Ltd.” to “North Atlantic Titanium Corp.” (the “Name Change”). The Name Change aligns with the Company’s strategic focus to advance the Everett titanium deposit in Quebec. In ...
Oracle Stock’s Comeback Is Real, But Greatness Is Still Uncertain (NYSE:ORCL)
Seeking Alpha· 2025-12-30 08:25
Core Insights - Oracle is experiencing a significant revenue growth, with a reported increase of 8% in 2025, reaching $57.4 billion, driven primarily by cloud services and license support which rose by 12% [1] - The most notable aspect of Oracle's performance is the surge in cloud revenue, indicating a strong demand for its cloud offerings [1] Revenue Growth - Total revenue for Oracle in 2025 was $57.4 billion, marking an 8% increase from the previous year [1] - Cloud services and license support contributed to this growth, with a 12% rise in these segments [1] - The cloud revenue specifically saw a significant surge, highlighting the company's successful transition towards cloud-based solutions [1]
甲骨文取得递归数据遍历模型专利
Jin Rong Jie· 2025-12-30 06:40
国家知识产权局信息显示,甲骨文国际公司取得一项名为"递归数据遍历模型"的专利,授权公告号 CN113424174B,申请日期为2020年1月。 作者:情报员 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 ...
Wedbush's Dan Ives talk top tech names to own heading into 2026
Youtube· 2025-12-29 23:46
Group 1: Key Tech Names and Trends - Wed Bush Securities has identified top tech names for investment in the upcoming year, including Microsoft, Apple, Tesla, Palantir, and CrowdStrike, while notably excluding Nvidia [1] - Nvidia remains a significant player in the AI sector, but the focus is shifting towards how to leverage AI across hyperscalers and consumer markets, particularly with companies like Apple and Palantir [3][6] - The AI revolution is expected to drive substantial growth in the tech sector, with predictions of Palantir's revenue potentially doubling over the next 3 to 4 years, leading to a projected trillion-dollar valuation [6][7] Group 2: Robotics and Autonomous Technology - Robotics, particularly in delivery services, is highlighted as a key area of growth, with companies like Serve AI being recognized for their advancements in true autonomous technology [8] - The CES event is anticipated to showcase significant developments in autonomous robotics, which are expected to play a crucial role in the tech landscape [9] Group 3: Oracle and Future Revenue Projections - Oracle's recent $500 billion purchase obligation has raised questions among investors, but there is optimism regarding a potential renaissance in Oracle's growth trajectory, with expectations of revenue growth accelerating from 18% to 30% to 45% [10][12] - The market's skepticism towards Oracle's RPO is noted, but there is a belief that a significant portion of these contracts will materialize, reinforcing Oracle's position in the AI revolution [12][13]
盘前必读丨美股收跌贵金属大幅下挫;赣锋锂业涉嫌内幕交易罪被移送起诉
Di Yi Cai Jing· 2025-12-29 23:16
Group 1 - The overall market trend before the Spring Festival is expected to have upward potential, with short-term opportunities for low-position layouts identified by Zhongtai Securities [9] - Daitong Securities indicates that the post-holiday market will be crucial, with a clear upward trend supported by loose monetary policy and strong performance in key sectors [9] - China Aviation Securities notes that the current domestic economic growth stabilization effects need further confirmation, suggesting a cautious approach in the current slow bull market, with potential for new highs in A-shares after new catalysts emerge [9] Group 2 - The U.S. stock market saw all three major indices decline, with the Dow Jones down 0.51%, Nasdaq down 0.50%, and S&P 500 down 0.35% [3] - Tesla shares fell by 3.2% as ARK Invest continued to reduce its holdings, selling $30 million worth of Tesla stock [3] - Major tech stocks showed mixed results, with Apple up 0.1% and Nvidia down 1.2%, while the Nasdaq China Golden Dragon Index fell by 0.67% [4] Group 3 - International oil prices increased, with WTI crude oil rising by 2.36% to $58.08 per barrel, and Brent crude oil up by 2.14% to $61.94 per barrel [5] - The precious metals market experienced significant declines, with COMEX gold futures dropping by 4.50% to $4325.10 per ounce, marking the largest drop in two months, and silver futures down 8.67% to $69.856 per ounce, the worst performance since February 2021 [5] Group 4 - The Ministry of Finance and the State Administration of Taxation announced that tobacco advertising expenses are not deductible for tax purposes, while advertising expenses for cosmetics, pharmaceuticals, and beverages can be deducted up to 30% of annual sales revenue [6] - From January to November, state-owned enterprises in China reported total operating revenue of 75,625.76 billion yuan, a year-on-year increase of 1.0%, while total profits decreased by 3.1% to 371.945 billion yuan [6]
Down 40%, This Growth Stock Could Be Set for a Recovery in 2026
The Motley Fool· 2025-12-29 19:00
Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.Shares of Oracle (ORCL 1.49%), the database and cloud computing specialist, have kept pace with the S&P 500 in 2025 -- up 17% year to date at the time of this writing, compared to a 17.5% gain in the index. But the tech giant's stock is down about 40% from its all-time high (made in August of this year).In hindsight, Oracle's stock probably ran up too far, too fast in a short period, d ...
A Look At The 7% Yield From Oracle Bonds (NYSE:ORCL)
Seeking Alpha· 2025-12-29 17:26
Core Insights - The Conservative Income Portfolio aims to target high-value stocks with significant margins of safety while utilizing well-priced options to reduce investment volatility [1][2] - The Enhanced Equity Income Solutions Portfolio is structured to generate yields between 7-9% while minimizing volatility [1] - Trapping Value, with over 40 years of combined experience, focuses on generating options income and capital preservation through its Conservative Income Portfolio in collaboration with Preferred Stock Trader [2] Investment Strategies - The Conservative Income Portfolio features two income-generating portfolios and a bond ladder, emphasizing lower volatility income investing [2] - The Covered Calls Portfolio is designed to provide income with a focus on capital preservation, while the fixed income portfolio targets securities with high income potential and significant undervaluation [2]
Check Out What Whales Are Doing With ORCL - Oracle (NYSE:ORCL)
Benzinga· 2025-12-29 16:01
Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.Looking at options history for Oracle (NYSE:ORCL) we detected 45 trades.If we consider the specifics of each trade, it is accurate to state that 37% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 15 are puts, for a total amount of $3,497,825 and 30, calls, for a total amount of $1,966,394.What's The Price Target?After evaluating the trading volumes and Open Int ...