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路透社:受关税政策影响 美国6月份商业活动放缓通胀压力加剧
Sou Hu Cai Jing· 2025-06-24 12:57
经济学家普遍预期,美国通胀率将从6月起飙升。报道说,关税政策不断变化带来的不确定性,加剧了 通胀上升、经济增长乏力或出现滞胀的风险。荷兰国际集团首席国际经济学家奈特利表示:"关税引发 的价格上涨已经挤压了家庭的消费能力,汽油价格上涨将加剧消费者的负担,有可能导致经济更加明显 的放缓。" 在政策层面,通胀预期上升已导致美联储暂停降息周期。美联储上个星期将基准隔夜利率维持在 4.25%-4.50%的区间不变,自2024年12月以来美联储一直维持该利率水平。美联储主席鲍威尔表示,预 计未来通胀将会很"明显"。(海外网 侯兴川) 转自:海外网 来源:海外网 海外网6月24日电据路透社23日报道,受白宫对进口商品征收大幅关税的影响,美国6月份商业活动略有 放缓,成本及商品价格进一步上涨,表明下半年通胀可能会加速。 标普全球23日发布数据显示,追踪制造业和服务业的美国综合PMI产出指数从5月份的53.0下滑至6月份 的52.8,显示美国私营部门经济产出的增速已出现放缓迹象。标普全球表示:"美国企业总体上仍不如 本届政府上台前乐观"。服务业PMI预览值则从5月份的53.7降至53.1,企业新订单指数也从5月份的53.0 下 ...
建龙微纳拟收购汉兴能源不少于51%股权 推动公司从材料制造商向技术服务商转型升级
建龙微纳(688357)6月24日晚公告,公司与上海汉兴能源科技股份有限公司(简称"汉兴能源")及其股东纪 志愿、吴芳及李明伟签署了《意向协议》,公司拟以现金方式通过股权转让取得汉兴能源不少于51%的 股权,最终股权比例、交易价格将由各方另行协商并签署正式收购协议确定。本次交易完成后,公司将 成为汉兴能源的控股股东。 据汉兴能源官网介绍,公司是一家专业从事氢能产业(上游制氢和中游运输、储氢、加氢站)的相关技术 开发、咨询设计、成套制氢装备集成和总承包,以及工业气体投资、运营为一体的综合服务供应商。 汉兴能源以源头制氢技术为核心,围绕氢能行业开展业务,逐步构建了咨询设计、制氢装备供应及专用 产品销售、工业气体生产、销售和设备租赁的业务体系,致力于推动关键制氢、储氢、加氢等技术的综 合开发与利用,助力氢能行业的快速发展。 建龙微纳主要致力于工业气体分离、医用氧气、能源化工、石油化工、可再生资源、可再生能源等领域 的相关分子筛吸附剂和催化剂的研发、生产、销售及技术服务,是一家具有自主研发能力及持续创新能 力的新材料供应商和方案解决服务商。 建龙微纳主要产品为应用于气体分离、生命健康、吸附干燥、环境治理、石油化工与能 ...
茶咖日报|2025新财富500创富榜发布,多位茶饮品牌创始人上榜
Guan Cha Zhe Wang· 2025-06-24 12:56
星巴克中国回应高瓴资本等机构拟收购其部分股权 6月24日,星巴克中国向观察者网表示,公司坚信中国市场拥有巨大的增长潜力,并正在评估实现未来 增长的最佳策略。星巴克将继续致力于推动中国业务的重振与增长,维持积极的发展态势。此前,市场 传出消息,高瓴资本、凯雷投资等多家知名投资机构参与了星巴克中国区的反向管理层路演。目前,相 关交易结构尚未最终确定,星巴克中国业务估值约为50至60亿美元。 在本届创富榜中,咖啡奶茶赛道的代表人物纷纷上榜。蜜雪冰城的张红超和张红波兄弟、喜茶的聂云 宸、霸王茶姬的张俊杰、茶百道的王霄锟和刘洧宏夫妇、古茗的王云安等五组人上榜。 以蜜雪冰城为例,这对从一家刨冰摊起步的兄弟,如今已掌舵着全球门店超过4.6万家的现制饮品巨 头,超越星巴克居全球现制饮品门店规模第一。兄弟俩身家达1179亿元,超过了牧原股份的秦英林夫 妇,晋升为新一任河南首富。 此外,消费赛道中还涌现出了一批"英雄出少年"的典范。霸王茶姬的创始人张俊杰,从流落街头的孤儿 到奶茶店打工,再到创立霸王茶姬、赴美上市,不过十几年。如今,30岁的他以124亿元身家首次登上 榜单。 瑞幸咖啡2024年营收达345亿元,较5年前猛增10倍 ...
Performance Food Group's M&A Strategy Creates Near-Term Pain, Long-Term Gain
Seeking Alpha· 2025-06-24 12:56
I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...
SoCalGas Donates $75,000 to Pasadena Chamber Foundation to Support Altadena Small Business Recovery Following Eaton Fire
Prnewswire· 2025-06-24 12:55
LOS ANGELES, June 24, 2025 /PRNewswire/ -- The Pasadena Chamber of Commerce Foundation (PCCF) announced today a $75,000 donation from Southern California Gas Co. (SoCalGas) to support small businesses in Altadena, California, impacted by the recent Eaton Fire.The donation will help local businesses recover and reopen, and will cover critical expenses such as relocation, equipment replacement, and operational restart costs. PCCF will provide assistance to eligible businesses located in or previously operatin ...
LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal
Globenewswire· 2025-06-24 12:55
SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapolis ...
American Tower: Growing Dividend REIT, Profitable Business Model
Seeking Alpha· 2025-06-24 12:53
I rate American Tower Corporation (NYSE: AMT ) a Hold, for capital appreciation focused investors interested in real estate investment trusts (REITs). AMT leases the towers that connect devices like smartphones to the internet, which have become essential to civilized life. As the devicesDavid A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end f ...
Graham (GHM) Surges 7.4%: Is This an Indication of Further Gains?
ZACKS· 2025-06-24 12:50
Graham Corporation (GHM) shares ended the last trading session 7.4% higher at $48.40. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 22.5% gain over the past four weeks.Graham Corporation’s rally is largely driven by optimism over increased sales of capital equipment to foreign markets and higher aftermarket sales. Also, growth in existing programs, improved pricing and favorable timing of key project milestones b ...
Gartner (IT) Earnings Call Presentation
2025-06-24 12:49
Gartner Free Cash Flow May 6, 2025 © 2025 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This presentation, including all supporting materials, is proprietary to Gartner, Inc. and/or its affiliates and is for the sole internal use of the intended recipients. Because this presentation may contain information that is confidential, proprietary or otherwise legally protected, it may not be further copied, distributed or publicly di ...
Best Dividend Kings: June 2025
Seeking Alpha· 2025-06-24 12:49
Five months–that was the extent of Dividend King's outperformance of the S&P 500 this year. Following a less than stellar showing in June thus far, with the Dividend Kings declining by 0.72% through June 23rd, versus a 2.13% gain for TheI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I loo ...