StarRise Meizu

Search documents
施永青:楼市调整周期因城而异 一线城市率先复苏
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-30 11:19
近几年,房地产市场进入深度调整期,市场交易规模总体下滑的同时,结构也在变化,主要表现为新房 开发放缓,存量时代加速到来。 在此期间,各级监管部门持续推出稳楼市政策,一方面提供实质性利好,助力市场止跌回稳;另一方 面,通过"严控增量、盘活存量"等政策,对市场结构的变化进行针对性布局。 去年9月末以来,在新一轮政策驱动下,部分热点城市的楼市呈现出止跌回稳的迹象。 在此背景下,如何理解这一轮市场调整的逻辑?楼市何时能从调整周期中走出?成为外界关注的焦点。 "中国市场很大,人口流动始终存在,有人口流动,就会有居住需求的转移。"香港中原地产创始人、原 中原集团主席施永青在接受21世纪经济报道采访时谈到,中国的城市化仍在持续,在合适的条件下,楼 市的活跃度很快就能恢复。 但他同时表示,在区域分化的背景下,不同城市的恢复周期并不相同。 施永青在1978年创办中原集团,后者已是中国香港最大的房地产代理公司。中原集团曾在内地房地产经 纪市场领跑多年,此后被其他同行超越,但其在商业地产代理领域仍有较大的影响力。因资历深厚,施 永青曾被称为"地产教父"。 施永青:一线城市已经调整了三四年时间,我认为再过两年,总共五年左右时间,北上 ...
美联储压力测试亮绿灯!高盛(GS.US)等华尔街大行盘前普涨
智通财经网· 2025-06-30 11:19
"总体结果全面向好,为所有参与者改善资本回报环境提供支撑,"杰富瑞分析师在报告中写道,并称压 力资本缓冲最终值需待8月确定,银行或仍有调整股息增幅空间。 美联储上周五表示,22家美国大型银行均具备足够实力抵御未来经济衰退并维持放贷能力。压力测试显 示,即便在承受数千亿美元亏损后,这些金融机构仍保持充足资本水平。 该结果强力印证美国银行业在经济不确定性加剧环境下仍保持稳健,有助于政府官员和投资者判断银行 在危机中的持续放贷能力。通过压力测试也意味着银行可推进包括股息和回购在内的股东回报计 划。"所有参与银行均通过测试(这并不意外),这支持了我们观点——它们仍具备充足资本返还能 力,"加拿大皇家银行资本市场分析师表示。 美国银行(BAC.US)盘前涨1%,摩根大通(JPM.US)、花旗集团(C.US)和富国银行(WFC.US)涨幅介于 0.5%-2%之间。高盛(GS.US)上涨2.4%,摩根士丹利(MS.US)亦小幅走高。 "我们认为压力测试结果整体积极,应会提升投资者对该板块兴趣,"来自华尔街投资机构雷蒙詹姆斯的 分析师指出,压力资本缓冲可能下降也应视为积极进展。 相比2024年,银行在2025年压力测试中表现 ...
Academy(ASO) - 2021 Q3 - Earnings Call Presentation
2025-06-30 11:18
Q3 EARNINGS Fiscal 2021 Academy Sports + Outdoors delivered the best third quarter financial results in the Company's history. Q 3 2 0 2 0 $1.60 $2.00 $1.00 $0.00 2 0 1 9 $1.15 $1.35 2 0 21 $1.59 IN BILLIONS Net Sales IN MILLIONS Gross Margin Q 3 2 0 2 0 $400.0 $600.0 $800.0 $200.0 $0.0 $440.5 RATE 32.7% 2 0 1 9 $362.4 RATE 31.6% | $560.8 | RATE | | --- | --- | | 35.2% | | 2 0 21 Comparable Sales Q 3 2 0 2 0 20.0 30.0 10.0 0.0 2 0 1 9 6.2% 2 0 21 17.9% 16.5% This is the ninth consecutive quarter of positive ...
Toll Brothers: A Free Cash Flow Powerhouse In An Uncertain Macroeconomic Environment
Seeking Alpha· 2025-06-30 11:18
I am seasoned investor with more than 20 years of investment experience, specializing in identifying companies that have the potential to consistently outperform the broader market. My investment journey begin pre-2008 and I have experienced multiple market cycles, allowing me to develop a disciplined framework that combines both fundamental analysis and macroeconomic factors. I am generally sector and asset class agnostic. I believe that value and alpha can be found across the markets. However, I tend to f ...
Nvidia CEO celebrates NVDA all-time high with monster insider sale
Finbold· 2025-06-30 11:18
Nvidia (NASDAQ: NVDA) CEO Jensen Huang appears to be taking some profit from his stake in the company after executing a notable selling spree of almost $40 million over the past week.Specifically, the executive offloaded over 260,000 shares worth approximately $37 million in different tranches between June 23 and June 26, according to filings with the Securities and Exchange Commission.Nvidia CEO insider sales between June 23 and June 26. Source: FintelThe sales were disclosed in over a dozen separate trans ...
国家卫健委:不得以教学研究等目的泄露患者病历
news flash· 2025-06-30 11:17
6月30日,国家卫健委发布《关于进一步加强医疗机构电子病历信息使用管理的通知》,其中明确,医 疗机构要依法依规严格保护患者隐私并承担主体责任,不得以非医疗、教学、研究目的泄露患者的病历 信息。 ...
Academy(ASO) - 2021 Q4 - Earnings Call Presentation
2025-06-30 11:17
Q4 + Fiscal 2021 Earnings Academy Sports + Outdoors reported record fourth quarter 2021 results. Net Sales IN MILLIONS Q4 2019 2020 2021 $1.60 $2.0 $1.0 $0.0 $1.8 $1.6 $1.4 Q4 2019 2020 2021 $400.0 $600.0 $800.0 $200.0 $0.0 $584.1 $499.1 $370.5 RATE 27.0% RATE 31.2% RATE 32.3% 2 Gross Margin IN BILLIONS Q4 Pro Forma Adjusted Net Income* Q4 Pro Forma Adjusted Diluted EPS* Q4 2019 2020 2021 $200.0 $100.0 $0.0 $17.6 $103.1 $145.3 Q4 2019 2020 2021 $1.00 $2.00 $0.00 $1.09 $0.23 *See Non-GAAP Measures Reconcilia ...
苏超“内战”打到阿里系
第一财经· 2025-06-30 11:16
2025.06. 30 本文字数:1525,阅读时长大约3分钟 作者 | 第一 财经 陈杨园 苏超"内斗"打到了阿里系。 6月30日,江苏省城市足球联赛(以下简称"苏超")再迎大厂"玩家"。淘宝闪购和支付宝前后脚宣 布了对两支"苏超"球队的冠名,淘宝闪购冠名常州队,支付宝冠名徐州队,当日下午,花呗又宣布 冠名无锡队,主打"无息"。三大阿里系品牌各自冠名,"散装阿里"呼应起"散装江苏"受到网友热 议。 "苏超"这项今年夏天的顶流赛事,也在成为越来越多互联网公司商业布局的一环。 加上此前宣布成为"苏超"官方战略合作伙伴的京东、理想,作为"苏超"官方供应商的小米以及作 为"苏超"官方赞助商的中兴、宇视等,"苏超"赛场上已会聚了一批科技企业的身影。公开资料显 示,"苏超"赞助商分为总冠名商、官方战略合作伙伴、官方合作商、官方赞助商、官方供应商5个类 别,截至6月27日,"苏超"赞助商总数已达26家,此外还有2家公益支持单位。 随着互联网大厂的入局,这项起初有几分"玩梗"性质的体育赛事逐渐与电商、外卖等更多产业相融 合,不断迸发出更大的商业潜力,"苏超"的广告牌也从品牌营销的展示台进一步成为电商、即时零 售的新战场。 ...
Spruce Power Holding (SPRU) Earnings Call Presentation
2025-06-30 11:11
Investor Presentation May 2025 Disclaimer Use of Forward-Looking Statements Use of Non-GAAP Financial Information To supplement its consolidated financial statements, which are prepared and presented in accordance with U.S. generally accepted accounting principles ("GAAP"), Spruce Power reports certain non- GAAP financial information which have been reconciled to the nearest GAAP measures in the tables within this presentation. This prospective financial information was not prepared with a view toward compl ...
Azerion in Discussions Regarding Potential Sale of Whow Games
Globenewswire· 2025-06-30 11:10
Amsterdam, 30 June 2025 - Following a recent media publication, Azerion confirms that it is in discussions with DoubleU Games regarding a potential sale of Whow Games, a part of its Premium Games Segment. As already indicated to the market, Azerion remains committed to becoming the European leader in digital advertising. The company continues to manage its Premium Games Segment for value. While talks are ongoing with DoubleU Games regarding Whow Games, there is no agreement or certainty that they will ...