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Jim Cramer says AI stocks are climbing as DeepSeek threat recedes on Wall Street
CNBC· 2025-06-24 22:54
CNBC's Jim Cramer on Tuesday told investors the market no longer seems to be concerned about the potential for Chinese startup DeepSeek to outpace the tech titans currently leading in the artificial intelligence arena."This data center renaissance, so shocking to the people who abandoned these stocks — the Nvidias, the AMDs, the Vertivs, the Microns, the Marvell Technologies — are all back or nearly back," he said. "And the story…that Nvidia CEO Jensen Huang calls the new industrial revolution, is once agai ...
新股消息 | 大众口腔通过港交所聆讯 在华中地区民营口腔医疗服务提供商中占约2.4%市场份额
智通财经网· 2025-06-24 22:53
智通财经APP获悉,据港交所6月24日披露,武汉大众口腔医疗股份有限公司(以下简称:大众口腔)通过 港交所主板上市聆讯,海通国际为其独家保荐人。 据招股书,大众口腔是华中地区以湖北省及湖南省为重点的民营口腔医疗服务提供商,在这个蓬勃发展 的市场以直营连锁模式经营一个不断扩大的口腔医疗服务网络。该公司为社区提供可靠且易于获得的口 腔护理,致力于服务大众。根据弗若斯特沙利文的资料,按2024年所得收入计,该公司在华中地区所有 民营口腔医疗服务提供商中居第一位,占市场份额约2.4%。多年来,该公司的口腔医疗服务战略性地 聚焦于满足大众市场需求,在人口稠密的华中地区保持强大的影响力。 得益于多年来致力扩大的口腔医疗服务网络,该公司运营中的口腔医疗机构数目由截至2022年1月1日的 77家增加至截至2024年12月31日的86家,并进一步增加至截至2025年6月21日的92家,其中包括4家营利 性口腔医院、80家营利性口腔门诊部和8家营利性口腔诊所,分布于湖北、湖南两个省份内的8个城市。 该三类口腔医疗机构主要在牙椅、科室、医疗专业人员及规模等方面受不同的监管要求及标准所规限。 为奉行单一品牌策略,该公司所有的口腔医疗 ...
隔夜美股全复盘(6.25) | 小马智行暴涨近17%,广州称到2027年L2以上级别智能网联车新车占比超90%
Ge Long Hui· 2025-06-24 22:53
01 大盘 昨夜美股三大股指集体收涨。截至收盘,标普500指数、纳指均创超4个月以来收盘新高。道指涨 1.19%,纳指涨 1.43%,标普涨 1.11%。恐慌指数VIX跌11.85%至17.48。美元指数昨日跌 0.42%,报 97.97。美国十年国债收益率跌1.173%,收报4.297%,相较两年期国债收益率差47.4个基点。现货黄金 昨日跌 1.37%,报3322.93美元/盎司。布伦特原油收跌3.41%至66.81。 02 行业&个股 行业板块方面,除能源和日常消费分别收跌1.3%和0.09%%外,标普其他8大板块悉数收涨:半导体、科 技、通讯、医疗、工业、原料、房地产和公用事业分别收涨3.79%、1.8%、1.29%、1.23%、0.83%、 0.83%、0.48%和0.43%。 中概股多数收涨,台积电涨 4.65%,阿里涨 3.47%,拼多多涨 5.11%,京东涨 3.13%,理想涨 1.6%,小 鹏涨 3.55%, 富途涨 4.04%,蔚来涨 2.04%,小马智行涨 16.73%,广州称到2027年L2以上级别智能网 联车新车占比超90%。 大型科技股多数收涨。微软涨 0.85%,英伟达涨 2.5 ...
21社论丨看多中国资产具有坚实的经济基础
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-24 22:53
从全球资金配置角度看,中国资产越来越具有吸引力。近日,高盛中国表示将维持对A股和港股的超配 建议,预计沪深300目标点位为4600点,MSCI China目标点位为84点,隐含约10%的上行空间。当前, 中国在全球配置型资金中仍处于相对底部位置,这为中长期资金回流中国股票创造了空间和可能性。 中国宏观经济持续改善以及许多科创企业体现出更强的创新能力,为相当一部分资金流入提供了坚实的 理由。目前,A+H两地上市公司的折价水平已明显收窄,港股市场的新消费和科技类企业IPO热度显著 提升。上半年,香港IPO规模重返全球第一。此外,从市场估值水平来看,截至6月20日,上证指数和 深证成指均位于2010年以来的历史中位数附近,创业板指则显著低于历史中位数。相比之下,标普 500、纳斯达克指数和道琼斯工业指数均显著高于自2010年以来的历史中位数。 从创新的角度看,中国新技术商业应用在加速推出和扩散。6月24日,固态电池、机器人、游戏、无人 驾驶、大金融等概念或板块涨幅居前。近日特斯拉正式启动其"自动驾驶出租车"服务模式,引发市场对 该领域的广泛关注。中国从事自动驾驶研发的公司很多,在技术上也不逊于特斯拉,许多投资者预期 ...
Medical Properties (MPW) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-06-24 22:50
Medical Properties (MPW) ended the recent trading session at $4.50, demonstrating a +1.35% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 1.11%. On the other hand, the Dow registered a gain of 1.19%, and the technology-centric Nasdaq increased by 1.43%. Shares of the health care real estate investment trust witnessed a loss of 3.06% over the previous month, trailing the performance of the Finance sector with its gain of 1.91%, and the S&P 500's gain of 3.92%.An ...
Allstate (ALL) Stock Falls Amid Market Uptick: What Investors Need to Know
ZACKS· 2025-06-24 22:50
Allstate (ALL) closed the most recent trading day at $196.05, moving -1.15% from the previous trading session. This move lagged the S&P 500's daily gain of 1.11%. Elsewhere, the Dow gained 1.19%, while the tech-heavy Nasdaq added 1.43%. The insurer's shares have seen a decrease of 2.42% over the last month, not keeping up with the Finance sector's gain of 1.91% and the S&P 500's gain of 3.92%.Market participants will be closely following the financial results of Allstate in its upcoming release. The company ...
American Express (AXP) Rises Higher Than Market: Key Facts
ZACKS· 2025-06-24 22:50
In the latest close session, American Express (AXP) was up +2.92% at $308.38. The stock's performance was ahead of the S&P 500's daily gain of 1.11%. Meanwhile, the Dow gained 1.19%, and the Nasdaq, a tech-heavy index, added 1.43%. Shares of the credit card issuer and global payments company witnessed a gain of 5.05% over the previous month, beating the performance of the Finance sector with its gain of 1.91%, and the S&P 500's gain of 3.92%.The investment community will be paying close attention to the ear ...
New Gold (NGD) Stock Dips While Market Gains: Key Facts
ZACKS· 2025-06-24 22:50
In the latest close session, New Gold (NGD) was down 1.62% at $4.85. The stock's change was less than the S&P 500's daily gain of 1.11%. Meanwhile, the Dow gained 1.19%, and the Nasdaq, a tech-heavy index, added 1.43%. Shares of the gold mining company witnessed a gain of 14.65% over the previous month, beating the performance of the Basic Materials sector with its gain of 2.17%, and the S&P 500's gain of 3.92%.The investment community will be paying close attention to the earnings performance of New Gold i ...
Diversified Energy Company PLC (DEC) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2025-06-24 22:50
Diversified Energy Company PLC (DEC) ended the recent trading session at $15.22, demonstrating a +2.35% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 1.11%. Elsewhere, the Dow gained 1.19%, while the tech-heavy Nasdaq added 1.43%. Prior to today's trading, shares of the gas and oil production company had gained 5.76% outpaced the Oils-Energy sector's gain of 5.39% and the S&P 500's gain of 3.92%.Market participants will be closely following the f ...
出席上合组织会议,加强多边领域协作,印媒关注印度两高官访华
Huan Qiu Shi Bao· 2025-06-24 22:49
四川外国语大学国际关系学院教授龙兴春24日在接受《环球时报》记者采访时表示,去年,中印领导人 在喀山举行会晤,为两国关系走向正常化奠定基础。此后,双方官员频繁接触、会谈,致力于落实两国 领导人共识,推动中印关系恢复常态。"我们确实看到一些具体进展,但客观地说,目前落实的具体成 果还比较有限,双方需要继续加强接触和沟通。"龙兴春表示,"如果双方官员能沟通顺畅,解决诸多实 际问题,就能为莫迪总理正式访华铺平道路。"龙兴春认为,两国关系经历急剧倒退和恶化,现在正努 力回归正常轨道。莫迪总理是否访华,是观察中印关系走向的一个关键指标。 印度新德里电视台称,多瓦尔在会谈中强调反对一切形式的恐怖主义和展现维护地区和平稳定的决心, 这是"间接向中国发出信号,要求中国向全天候朋友巴基斯坦施压采取反恐行动"。《商业标准报》也预 计,与印度对巴基斯坦的外交攻势一致,辛格将在上合会议中聚焦反恐,向上合组织施压,要求加强反 恐。报道称,辛格还将强调在上合组织框架内进行更大经济、贸易和联通合作的必要性。 中国国防部24日晚宣布了上合组织成员国国防部长会议将于25日至26日在青岛举行的消息。"国防部长 董军主持会议并发言。"消息称,本届 ...