GOOD BRAND 网易支创 ****** / 数读 コ 《 7 ● . I · 4 娱乐购物 <- 电影 UI : ( 到 信! 广尔 喜茶掉队，古茗上桌 KTOP 100.00 蜜雪冰城 ww 67.18 瑞幸咖啡 54.97 霸王茶姬 46.15 星巴克 33.64 古茗 前四名格局未变,古茗取代喜茶,跻身 Top5。 本榜单以品牌指数作为国民 （ 65 ） 的衡量标准 品牌指数的计算基于读者投票 在每一类中以投票数最高的品牌为 100 进行指数化处理 9个类别统计出回归库指数 Top5 表示去年和今年,品牌指数均为第一 New)表示去年没上榜,今年新上榜 1 表示和去年相比,品牌名次上升 11)表示和去年相比,品牌名次下降 2025年2月,古茗在港交所上市,成为新茶饮"第三股", 同月喜茶宣布暂停接受新的加盟申请。截至 2025 年 6 月 30 日,古茗门店数达 11179 家,净利润 16.25 亿元, 半年盈利已超过去年全年。相比之下,喜茶进入收缩期, 极海品牌监测数据显示,截至 2025年 10月,其门店数 较去年同期减少 680 家。 100.00 海底捞 11 76.81 肯德基 o 7 ...

Core Viewpoint - Nike is currently facing challenges despite a notable insider purchase by Apple CEO Tim Cook, which has raised questions about the company's potential turnaround [1][2]. Group 1: Insider Purchase - Tim Cook purchased 50,000 shares of Nike for nearly $3 million, nearly doubling his stake in the company, which was interpreted positively by the market [4]. - The purchase was made in the open market, indicating a personal investment rather than part of a compensation plan, which adds weight to the significance of the transaction [4]. - As a director, Cook's motivations may include aligning with shareholders and reinforcing confidence during a challenging period for Nike [6]. Group 2: Business Performance - Nike's revenue for Q2 of fiscal 2026 increased by only 1% year-over-year, with wholesale revenue rising by 8% but Nike Direct revenue declining by 8% [8][9]. - The company's gross margin fell by 300 basis points to 40.6%, and net income decreased by 32% to $792 million, indicating profitability issues [9]. - Nike is in the midst of a strategic turnaround, focusing on strengthening partner relationships and rebalancing its portfolio, but faces intense competition in the athleisure market [10]. Group 3: Valuation and Market Position - Nike's current price-to-earnings ratio stands at 37, with a forward price-to-earnings ratio of 40, suggesting that analysts expect continued pressure on earnings [11][12]. - Despite a solid dividend yield of 2.6% and a strong balance sheet, the lack of significant sales growth and declining profitability make the stock appear overvalued [11]. - The competitive landscape in athleisure, along with challenges in the direct-to-consumer channel and margin pressures, contribute to a cautious outlook for Nike [13].

Core Insights - The iShares Semiconductor ETF (SOXX) focuses specifically on the semiconductor sector, while the State Street Technology Select Sector SPDR ETF (XLK) provides diversified exposure across the entire technology sector [2][8] Cost & Size - SOXX has an expense ratio of 0.34% and assets under management (AUM) of $17 billion, while XLK has a lower expense ratio of 0.08% and AUM of $93 billion [3][4] - Both funds have similar dividend yields, with SOXX at 0.55% and XLK at 0.53% [4] Performance & Risk Comparison - Over the past five years, a $1,000 investment in SOXX would have grown to $2,483, compared to $2,220 for XLK [5] - SOXX experienced a maximum drawdown of -45.75%, while XLK had a lower maximum drawdown of -33.56%, indicating higher risk for SOXX due to its narrower focus [5] Holdings Overview - XLK tracks the Technology Select Sector Index, including 70 leading U.S. technology stocks, with top holdings like Nvidia, Apple, and Microsoft making up nearly 40% of its assets [6][7] - SOXX is concentrated on the semiconductor industry, holding only 30 companies, with major positions in Nvidia, Advanced Micro Devices, and Micron Technology [7]

On Jan. 2, the S&P 500 (SNPINDEX:^GSPC) rose 0.19% to 6,858.54 after choppy trading, the Nasdaq Composite (NASDAQINDEX:^IXIC) slipped 0.03% to 23,235.63 on tech softness, and the Dow Jones Industrial Average (DJINDICES:^DJI) climbed 0.66% to 48,382.38, leading blue chips higher. Market movers Cyclical and industrial strength helped the Dow outperform, while the Nasdaq gave up some of its early gains. However, semiconductor stocks rallied on a persistently positive outlook for increasing demand from AI. ...

苹果公司任命Ben Borders为首席会计官，接替Chris Kondo。 来源：滚动播报 ...

The company has similar characteristics to Apple, and Cook likes what he's seen from the new CEO.Tim Cook has consistently demonstrated that he knows how to make smart financial decisions with tremendous upside and limited downside. That was exemplified all the way back in 1998, when he decided to leave a comfortable position at the world's largest PC manufacturer, Compaq, and take a job at a struggling competitor, Apple Computer. He has continued to make smart decisions at Apple (AAPL 0.46%), and he has be ...

However, it's no longer the only game in town. For instance, Alphabet partnered with Broadcom ( AVGO ) to develop Tensor Processing Units , specially designed AI chips that can handle specific AI tasks well enough to reduce reliance solely on Nvidia.Undeniably, Nvidia deserves its seat upon the throne as the AI go-to, given that its GPUs remain the fastest and most efficient chips for training and inference, the fancy name for using AI apps after they're developed.That's not as true anymore. The AI buildout ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks are trading higher on the first trading day of the new year, with the S & P 500 trying to snap a four-session losing streak. It's a mixed tape: the Dow is weaker while the tech-heavy Nasdaq is having an upbeat session. Much of that strength stems from the moves in semiconductor stocks Nvidia and Broadcom , up 1.7% and 1.2%, respectively. Other areas ...

Apple has reportedly slashed production and marketing for its much-hyped Vision Pro virtual reality headset due to weak sales.The tech giant was expected to sell just 45,000 new Vision Pro headsets, which sell for an eye-watering $3,499 each, during the fourth quarter of 2025, according to estimates from market research firm IDC cited by the Financial Times.While Apple does not report detailed sales figures for the device, that number would trail far behind sales of other key hardware like iPhones and MacBo ...

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