John Lithgow Rain Brennes Stainley Tucci 22 November 2024 om £2.30 for subscribers Daisy Ridley 'I'm actually a really good baker' 'We create gods because the world is chaos Film & Music G2 ICC arrest warrant for Netanvahu over Gaza Israeli PM angrily rejects international court's war crimes allegations Julian Borger Andrew Roth The international criminal court has issued arrest warrants for the Israeli prime minister, Benjamin Netanyahu, the country's former defence minister Yoav Gallant and the Hamas mili ...

今天会合了怎么花钱为什么是不是那么等一下的话我们有隔夜消息会跟大家做分享低花气应该算是补涨因为前期在龙华板块里面它跌的是比较多的 还有金属镍金属镍的话今天是有什么消息面刺激他上来了他跟另外一个品种碳酸锂其实有故事要说那么在今天等一下的话我们就来看一看在有色板块里面为什么这两个品种一起来了或者说他们俩有什么关系那么涨幅排在前面的还有白糖白糖这个应该是曲肩震荡还有烧碱大家注意 稍减你别看他现在涨幅1.1其实早上更高有没有朋友的话在高位去逢高拍他这个品种还是真不错今天说实话跳空高开往上冲有点稍微稀但是现在的话还算回来了我们是不是可以用哪些工具捕捉他这个工具我们也有那么其他品种的话波动幅度不是特别大像金属芯的话还是一贯的比较稳 好这个是涨幅靠前品种有很多东西要讲那么跌幅靠前的品种的话也不多目前只有七个但是一眼就能看出来基本上是集中在油脂油料板块除了这个GNO线你让它去涨停你让它去涨幅靠前跌幅靠前这个我们不管它棕榈油菜籽油豆油是吧纷纷往下走可能很多朋友的话 几家欢喜几家愁对不对啊哎欢喜的是什么呢哎还有很多朋友没有入场去的吗多这个油汁啊我们知道当前还在调整当中对不对啊如果愁的话呢可能有些人啊已经提前去逮这个东里游去了是不 ...

我是东吴机械团队的分析师赵尔双今天我们非常荣幸也邀请到了我们团队的副所我们公司的副所长环保行业的首席分析师袁李老师跟我们一起分享昨天晚上公信部出的这个重磅政策关于光伏制造行业规范和光伏制造业规范公告暂停管理办法进行的修订然后我们今天将从设备端去解读对于这个行业的影响因为这次的政策很明显有一个主线主线其实就是利好先进产能利好技术创新然后倡导节能环保 它其实把电耗量水耗量都是第一次定了这么急所以我们觉得这是对于整个行业整个光复行业的长期发展来说在倡导这个精致生产力所以我们觉得这是一个非常重要的情况然后具体的这个情况一会儿我会跟袁立总跟大家做详细分享那么先请袁立总要不跟大家打个招呼各位投资者大家晚上好我是环保公用分析师袁立 好的好的然后我们一会呢就是我会大概讲十分钟然后袁立总也讲十分钟然后这个会议的节奏呢会非常快呃然后我们今天的分享其实呃主线呢就是去想讲一讲这个对设备的影响我们首先来看一下这个政策呃因为呃大家看段子呢可能会看的就是相对来说就是get不到重点我把最关键的地方跟大家分享一下因为这次呢这个政策是公信部发的一个倡议呃它不是一个强制性政策没有强制的约束力但是呢现在是行业非常困难的时候呃政 工进步出的这个政策其 ...

好的大家好欢迎大家参加中芯汽车举办的特斯拉人形机器人行业追踪的一个电话会那么我是本场的主讲人汽车组的编译师设计男那么和我一同在线的同事还有我们组的崔丽丹那么我们也是最近还是看到这个人形机器人行业国内外的这个策划其实是非常密集的那么也是引发了比较高度的一个市场的关注那么我们也想借此机会去 进一步的去梳理一下这个投资机遇那么提示投资者一个是关注华为产业链可能从0到1的一个这个投资机遇另外的话持续关注特斯拉产业链的一个这个进展和落地的进度那么我先简单介绍一下最近发生的一些事情我们对这个国内外的一些不同的公司入局做了一个这个梳理 那么国内方面的话其实目前主要的一个这几天主要的一个变化可能还是聚焦在华为宁德时代包括长安以及像小鹏四家公司身上那么关注度最高的肯定还是这个华为这边那么华为的话是在11月15号举办了这个一个这个会那么也是宣布它全球巨声智能巨声智能产业创新中心的一个正式运营那么现场的话是和16家企业签约了这个合作备忘录 那这个里面主要包括的还是一些机器人零部件以及机器人整机的一些公司那上市的公司可能像包括像赵薇机电包括河川包括托斯达包括爱福特以及像大足之类的这样一些公司那么这样的一个活动呢其实也是引发了市场进一 ...

Key Points Industry/Company Involved * **Real Estate Industry**: The report extensively discusses the real estate market, its current state, and future outlook. * **Chinese Stock Market**: The report analyzes the Chinese stock market, its performance, and potential future trends. Core Views and Arguments * **Real Estate Market**: * **Downward Trend**: The report highlights the downward trend in real estate sales and prices, with sales dropping by approximately 60% from the peak in 2021. * **Inventory Issues**: The report emphasizes the high inventory levels in the real estate market, with approximately 400 million square meters of inventory. * **Policy Measures**: The report discusses various policy measures taken to address the real estate market, including easing purchase restrictions and improving affordability. * **Future Outlook**: The report suggests that the downward trend in real estate prices may not be reversed in the near term due to high inventory levels and valuation concerns. * **Chinese Stock Market**: * **Performance**: The report analyzes the performance of the Chinese stock market, noting its stability and lack of significant growth over the past few years. * **Factors**: The report identifies several factors contributing to the lack of growth in the Chinese stock market, including the dominance of financing functions, regulatory challenges, and the 2010 macroeconomic turning point. * **Future Outlook**: The report suggests that the Chinese stock market may continue to face challenges in the near term, with potential opportunities in specific sectors and companies. Other Important Points * **Macroeconomic Factors**: The report discusses various macroeconomic factors impacting the real estate and stock markets, including the global economic environment, trade tensions, and monetary policy. * **Policy Measures**: The report analyzes various policy measures implemented by the Chinese government to address economic challenges, including measures to support the real estate market and stimulate economic growth. * **Investment Opportunities**: The report identifies potential investment opportunities in specific sectors and companies, particularly those with high growth potential and stable profitability.

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D DOM JONES Target Shares Take Hit DJIA 43408.47 À 139.53 0.32% NASDAQ 18966.14 g 0.1% STOXX 600 500.49 g 0.02% 10-YR. TREAS. g 7/32 , yield 4.406% OIL $68.87 g $0.52 GOLD $2,648.20 À $21.10 EURO $1.0546 YEN 155.43 ******* THURSDAY, NOVEMBER 21, 2024 ~ VOL. CCLXXXIV NO. 122 WSJ.com HHHH $5.00 Beijing, Brasília Deepen Ties to Check Washington TRUMP CARD: Brazil's Luiz Inácio Lula da Silva welcomes Xi Jinping to Brasília on Wednesday as the Chinese leader EVARISTO SA/AFP/GETTY IMAGES cultivates international ...

Rise of the ananas? Grass? Buttons? iving with a rare phobia e Christmas 21 November 2024 rom £2.30 for subscribers Ukraine attacks targets in Russia with UK missiles for the first time Storm Shadow weapons fired on day Washington shut its embassy in Kyiv Dan Sabbagh Kyiv Andrew Roth Washington Ukraine has fired UK-made Storm Shadow missiles into Russia for the first time during the conflict, multi- ple sources have told the Guardian. The decision to approve the strikes was a response to the deployment of m ...

Summary of Key Points from the Conference Call Industry or Company Involved - The conference call does not specifically mention a particular company or industry, but it discusses broader themes related to public health, politics, and social issues. Core Points and Arguments 1. **Rising Egg Prices and Supply Issues**: The U.S. egg supply is experiencing a pre-holiday slump due to a surge in avian flu cases, leading to higher prices and limited availability in grocery stores. Some stores are limiting purchases to manage supply shortages [5][5][5]. 2. **Impact of Immigration Debate**: The murder case of Laken Riley in Georgia has intensified the national immigration debate, with political figures using the incident to advocate for stricter border security. The case has been highlighted by Donald Trump in his political messaging [4][24][24]. 3. **Fluoride Controversy**: A recent vote in Lebanon, Oregon, resulted in the removal of fluoride from the drinking water supply, reflecting growing skepticism among residents about its safety. This mirrors a broader trend of questioning established public health practices [11][11][11]. 4. **Bartonella Quintana Infection**: The CDC has raised alarms about a rare disease spread by body lice, particularly affecting homeless populations and organ transplant recipients. The infection can lead to severe health complications, highlighting the public health risks associated with rising homelessness [25][29][29]. 5. **Political Dynamics**: The conference discusses the political implications of various events, including the nomination of individuals with controversial backgrounds and the challenges faced by political figures in the current climate. This includes the scrutiny faced by former Congressman Matt Gaetz amid allegations of misconduct [39][41][41]. Other Important but Possibly Overlooked Content 1. **Public Health Initiatives**: The reports emphasize the need for improved public health resources, particularly for vulnerable populations, as homelessness rises significantly in the U.S. [29][29][29]. 2. **Social Media's Role in Politics**: The effectiveness of new media channels in reaching voters, especially younger demographics, is highlighted as a critical factor in recent electoral outcomes [34][34][34]. 3. **Community Health Concerns**: The discussions around fluoride and the CDC's warnings about body lice infections reflect a growing concern about community health and the effectiveness of public health messaging [11][25][25]. This summary encapsulates the key points discussed in the conference call, focusing on public health issues, political dynamics, and social concerns that may influence future developments in these areas.

Investment Rating - The report indicates a strong long-term outlook for Nvidia, particularly in the rapidly growing AI market, which is rare among competitors [2]. Core Insights - Nvidia reported third-quarter revenue of $35.1 billion, exceeding expectations by $1.85 billion, with fourth-quarter revenue projected at $37.5 billion, slightly above expectations [1][4]. - Despite strong financial performance, Nvidia's stock price fell by approximately 4% post-earnings due to profit-taking and high market expectations [1][5]. - Analysts have varying expectations for Nvidia's fourth fiscal quarter, ranging from $37 billion to $44 billion, highlighting uncertainty in future performance [1][4]. - Nvidia faces challenges in managing rapid innovation cycles and supply chain constraints, particularly in transitioning to new chipsets and addressing data center overheating issues [1][6]. - Demand for AI remains strong, but there are signs of a slowdown in development speed due to scaling laws, indicating that advancements in large language models may not continue at the same rapid pace [1][7]. - Approximately 50% of Nvidia's data center revenue comes from a few key customers, presenting both opportunities and risks [1][13]. Summary by Sections Financial Performance - Nvidia's third-quarter revenue was $35.1 billion, surpassing the market expectation of $33.25 billion, with data center revenue reaching $30.8 billion against an expected $29.14 billion [4][8]. - The company anticipates fourth-quarter revenue of $37.5 billion, with a margin of error of ±2%, aligning closely with the market expectation of $37.1 billion [8][23]. Market Dynamics - Nvidia's stock has seen a significant increase of nearly 200% this year, leading to profit-taking by investors [1][5]. - The concentration of revenue from major cloud providers has increased from 45% to 50%, indicating a growing reliance on a limited number of clients [13][14]. Innovation and Challenges - Nvidia is navigating rapid innovation cycles and supply chain limitations, particularly in the transition from Hopper to Blackwell chipsets [6][29]. - The company is addressing overheating issues in data centers through close collaboration with large-scale customers [6]. Long-term Outlook - Nvidia's decision to provide guidance for fiscal year 2026 reflects strong confidence in future demand, a rarity among competitors [2][10]. - The company is focusing on diversifying its customer base beyond large-scale enterprises to sustain growth [12].