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X @Investopedia
Investopedia· 2025-07-14 03:50
Get ready for the week ahead with Investopedia Editor-in-Chief @calebsilver, live from the @nyse tomorrow at 10 a.m. He’ll break down the most important stories in #finance and global #economics. #stockmarket https://t.co/YrIgXyiz2g ...
X @Bloomberg
Bloomberg· 2025-07-14 03:01
New Zealand retail card spending fell in the second quarter, adding to signs that an initial spurt of economic growth early this year has all but disappeared. https://t.co/ANIXnwlkiD ...
X @Bloomberg
Bloomberg· 2025-07-14 01:41
Hotter-than-average weather across Northeast Asia is supporting LNG purchases in the region https://t.co/EfwWbIN4qF ...
科技冷战与商业地缘政治
2025-07-14 00:36
The digital economy as we know it was born out of post Cold-War optimism and globalization. Liberal democracy would continue to spread. Governments and companies were accustomed to global market access and frictionless trade. The likes of Google and Facebook were born out of the belief that borderless innovation and limited interference by governments were preordained. But rather than a new normal of uninterrupted globalization destined to continue forever, the book argues that this period of globalization ...
高盛:中微公司_管理层电话会议_存储和逻辑芯片业务订单稳固;新产品研发周期加快;评级买入
Goldman Sachs· 2025-07-14 00:36
11 July 2025 | 12:20AM HKT AMEC (688012.SS): Mgmt. call: Solid order from memory and logic; accelerated R&D cycle on new products; Buy We hosted AMEC management on July 10 in our China Semis Corp Call series (July 7 - 10). Key discussions focused on order momentum, China semis capex outlook, and product expansion plans. Overall, management maintained their positive tone of solid order growth driven by clients' capacity expansion and the increasing penetration of domestic equipment. The company is actively e ...
高盛:中国经济活动与政策追踪_7 月 11 日
Goldman Sachs· 2025-07-14 00:36
11 July 2025 | 10:11PM HKT China Economic Activity and Policy Tracker: July 11 (Song) Exhibit 1: 30-city daily property transaction volume in the primary market was below last year's level Source: Wind, Goldman Sachs Global Investment Research Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. Xinquan Chen In this note, we update fou ...
高盛:中国汽车_2025 年下半年展望管理层电话会议_预计补贴持续,竞争加剧
Goldman Sachs· 2025-07-14 00:36
China Automobiles 11 July 2025 | 9:25AM CST 2H25 outlook mgmt call series: Expect continued subsidies and ongoing competition We hosted our China Autos 2H25 Management Outlook Call Series with 6 companies including OEMs (BYD, XPeng, Nio, Leapmotor), suppliers (Hesai) and dealers (Zhongsheng) during Jul 8-9. Key takeaways include: (1) Demand & stimulus: Managements generally believe government support will not terminate abruptly and effective per vehicle purchase cost will not increase from the consumer's pe ...
X @Bloomberg
Bloomberg· 2025-07-14 00:10
Singapore’s economy expanded in the second quarter, avoiding a technical recession on a rise in construction activity and strong exports https://t.co/tkxQLRoQHk ...
X @Bloomberg
Bloomberg· 2025-07-14 00:00
New Zealand retail card spending fell in the second quarter, adding to signs that an initial spurt of economic growth early this year has all but disappeared https://t.co/sfRiEUmTRT ...
X @Bloomberg
Bloomberg· 2025-07-13 22:06
China’s economy likely expanded just above the government’s full-year growth target in the second quarter, easing pressure on Beijing to roll out additional stimulus in the near term https://t.co/W0ClOY1lSH ...