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瑞银:预计今年全球AI支出增长67%,建议布局半导体、软件及互联网
Ge Long Hui A P P· 2025-09-24 09:25
格隆汇9月24日|瑞银财富管理亚太区投资总监办公室指,预计全球有关AI领域的支出将在2025年同比 增长67%,达到3750亿美元,2026年增至5000亿美元,2030年将达到9600亿美元。考虑到当前美国政府 对经济增长与支援企业发展的政策导向,尽管市场上已出现多项高调的战略联盟与合作,该行预期反垄 断审查仍将相对有限。 瑞银表示,对AI结构性增长趋势保持高度信心,建议投资者考虑在半导体、软件及互联网行业中采取 均衡布局。尽管估值已上升,该行认为短期内若出现市场回调,将为长期投资者提供良好入场机会。 ...
时隔十年,瑞银8.35亿欧元和解法国税务诉讼
Guan Cha Zhe Wang· 2025-09-24 08:27
导读:场长达十余年的法律拉锯战,最终以瑞银掏出8.35亿欧元画上句号,而这仅相当于该银行今年上 半年净利润的五分之一。 【文/羽扇观金工作室 王力】 瑞银集团(UBS Group)周二(9月23日)宣布,已就法国税务调查达成和解,同意支付8.35亿欧元(约 9.85亿美元)的罚款及赔偿金。 这笔款项包括7.3亿欧元的罚款和1.05亿欧元的民事赔偿,源于瑞银2004年至2012年间在法国帮助富裕客 户逃避税收的跨境业务活动。 经过多轮法律较量,瑞银最终以远低于原判罚金的8.35亿欧元达成了和解。 和解金额仅为上半年利润的五分之一 瑞银表示,该和解协议了结了一起长期困扰其的历史遗留问题,且相关资金已全额计提拨备,不会对当 前财务前景构成影响。 从45亿欧元到8.35亿欧元的法律拉锯战 9月23日,瑞银集团在官方网站发布公告称宣布,作为解决方案的一部分,瑞银集团同意向法国政府支 付7.3亿欧元罚款和1.05亿欧元民事损害赔偿金。 截图来自瑞银官网 该遗留案件的解决符合瑞银以所有利益相关者的最佳利益解决此类问题的意图。瑞银已为此做好充分准 备。 这起税务纠纷已持续十余年。法国法院最初于2019年裁定瑞银涉嫌非法招揽客 ...
X @Bloomberg
Bloomberg· 2025-09-23 17:48
UBS is boosting the payouts earned by its wealth advisers in the US, with the aim of retaining and hiring personnel at a time of intense competition for talent https://t.co/TW1EufnvX2 ...
UBS or CMWAY: Which Is the Better Value Stock Right Now?
ZACKS· 2025-09-23 16:42
Investors interested in Banks - Foreign stocks are likely familiar with UBS (UBS) and Commonwealth Bank of Australia Sponsored ADR (CMWAY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy tha ...
美股前瞻 | 三大股指期货齐涨,市场聚焦今晚鲍威尔讲话
智通财经网· 2025-09-23 12:32
1. 9月23日(周二)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.16%,标普500指数期货涨0.01%,纳指期货涨0.01%。 | ■ US 30 | 46,454.60 | 46,485.00 | 46,354.50 | +73.10 | +0.16% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,694.40 | 6,697.60 | 6,687.10 | +0.60 | +0.01% | | ■ US Tech 100 | 24,764.50 | 24,785.00 | 24,732.50 | +3.40 | +0.01% | 2. 截至发稿,德国DAX指数涨0.34%,英国富时100指数涨0.16%,法国CAC40指数涨0.87%,欧洲斯托克50指数涨0.63%。 | 1 德國DAX30 | 23,616.56 | 23,730.83 | 23,562.93 | +80.09 | +0.34% | | --- | --- | --- | --- | --- | --- | | 淵 英國富時100 | 9,241.22 | ...
天价罚单大幅缩水八成 瑞银(UBS.US)8.35亿欧元了结法国逃税官司
智通财经网· 2025-09-23 11:00
智通财经APP获悉,瑞银(UBS.US)就协助法国公民逃税的长期法律纠纷达成和解,同意支付8.35亿欧元 罚款及赔偿金,金额不足最初处罚额的五分之一,至此该案正式落幕。 此前,瑞银已被认定存在违法违规行为:其曾秘密派遣银行工作人员赴法国,游说潜在客户将资金转移 至境外以逃避税收。此类操作与该集团此前在美国及其他地区的违规行为如出一辙。目前,瑞银仍在处 理一系列法律问题,其中包括2023年收购瑞信时遗留的相关案件。该集团表示,已为此次罚款足额计提 准备金。 在另一宗关联案件中,瑞银原法国子公司于今年3月被判定有罪。该子公司被指对两名举报者实施骚 扰,而这两名举报者此前揭露了瑞银协助法国富裕人群逃税的相关行为。 此外,今年8月,瑞银还与美国司法部达成和解,同意就瑞信涉及抵押贷款支持证券的相关案件支付3亿 美元赔偿金。值得一提的是,2023年,瑞银曾为解决自身涉及同类抵押贷款支持证券的长期法律纠纷, 向美方支付了14.4亿美元和解金。 这家瑞士银行于周二宣布,将向法国政府支付7.3亿欧元罚款及1.05亿欧元民事赔偿,以了结2004年至 2012年期间的相关指控。相较于2019年最初裁定的45亿欧元天价罚单——当时创 ...
X @Bloomberg
Bloomberg· 2025-09-23 08:50
UBS priced the perpetual note at a re-offer yield of 6.375% https://t.co/Mx2XIUfI2w ...
Elevation Point Stakes $1.4B Breakaway Team From UBS
Yahoo Finance· 2025-09-22 10:00
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Elevation Point, a minority investor in independent and breakaway advisors launched last year by former Sanctuary Wealth CEO Jim Dickson, has taken a minority stake in Loxahatchee Capital, a Tequesta, Fla.-based multi-family office with $1.4 billion in assets. The seven-member team most recently operated as the 440 Group within UBS’s private wealth management division. The team is led by Andrew P ...
每周原油数据_原油大幅减少库存,成品油大量增加库存-Weekly Oil Data_ Big crude draw and large products build
2025-09-22 01:00
Summary of Weekly Oil Data Industry Overview - The report focuses on the oil industry, specifically crude oil and refined products in the United States. Key Points Crude Oil Inventory - Crude oil inventories decreased by **9.2 million barrels (Mb)**, significantly more than the consensus estimate of a **0.9 Mb** draw and the 5-year average draw of **2.7 Mb** [1] - API data indicated a draw of **3.4 Mb** [1] - Net crude imports fell by **3.1 million barrels per day (Mb/d)** week-over-week [1] - Crude oil production slightly decreased by **13 thousand barrels per day (kb/d)** to **13.5 Mb/d** [1] Refinery Utilization - Refinery utilization decreased by **160 basis points (bps)** week-over-week to **93.3%** of operable capacity, compared to a consensus decrease of **40 bps** [1] Product Demand - Implied oil products consumption increased by **0.9 Mb/d** week-over-week to **20.6 Mb/d**, reversing the previous week's decline [2] - Gasoline consumption led the increase, rising by **0.3 Mb/d** [2] - Total demand on a 4-week average increased by **2%** week-over-week, reaching **20.7 Mb/d** [2] Product Stocks - Total product inventories rose by **10.5 Mb** week-over-week to **867 Mb** [3] - The increase was primarily driven by "Others" (+**7.5 Mb**), followed by distillate (+**4.0 Mb**) and propane (+**1.3 Mb**) [3] - Gasoline stocks fell by **2.3 Mb**, contrary to the consensus expectation of an increase of **0.1 Mb** [3] Detailed Inventory Data - Crude oil production was reported at **13,482 kb/d**, with a week-over-week change of **-13 kb/d** [4] - Crude oil imports were **5,692 kb/d**, down **579 kb/d** [4] - Exports increased significantly by **2,532 kb/d** to **5,277 kb/d** [4] - Total crude oil stocks were reported at **415.4 Mb**, down **9.3 Mb** [4] Market Implications - The significant draw in crude oil inventories and the increase in product demand suggest a tightening market, which could lead to upward pressure on oil prices [1][2][3] - The decrease in refinery utilization may indicate a cautious approach by refiners in response to fluctuating demand and inventory levels [1] Additional Insights - The report highlights the volatility in product stocks, particularly the unexpected decline in gasoline inventories, which could impact pricing and supply strategies moving forward [3] - The data reflects broader trends in the oil market, including shifts in consumer behavior and potential geopolitical influences on supply and demand dynamics [2][3] This summary encapsulates the critical data and insights from the weekly oil report, providing a comprehensive overview of the current state of the oil industry in the United States.
每日机构分析:9月19日
Sou Hu Cai Jing· 2025-09-19 11:25
Group 1 - Citi reports that the sovereign rating adjustments in the Eurozone are active, with 11 countries experiencing rating changes since the beginning of the year, surpassing the total number of changes in 2018 [1] - XTB highlights that the UK's net borrowing reached £18 billion in August, the highest for the same period in five years, raising concerns about the long-term sustainability of public finances [1] - Morgan Stanley no longer expects the Bank of England to cut rates further this year, marking a significant change in their previous outlook [3] Group 2 - Goldman Sachs predicts that the Bank of England will not lower interest rates this year, with the next round of easing expected to begin in February 2026 [3] - UBS anticipates multiple rate cuts from the Federal Reserve in the next 12 months, while the European Central Bank is expected to maintain stable rates, leading to a decrease in the dollar's attractiveness [3] - Optiver's COO notes that synchronized rate cuts by central banks have reduced foreign exchange volatility, aligning with the macroeconomic backdrop of converging interest rates [3]