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摩根士丹利:日本股票策略_夹缝压力_在内外力量间寻求避风港
摩根· 2025-07-15 01:58
July 10, 2025 11:50 AM GMT Investor Presentation: Japan Equity Strategy | Japan M Foundation Sandwich Pressure: Seeking a Safe Haven Between External and Internal Forces (July 2025) Key Takeaways Morgan Stanley MUFG Securities Co., Ltd.+ Sho Nakazawa Equity Strategist Sho.Nakazawa@morganstanleymufg.com +81 3 6836-8926 Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could ...
花旗:中国经济_为中期做准备-年中政治局展望
花旗· 2025-07-15 01:58
V i e w p o i n t | 10 Jul 2025 01:27:04 ET │ 10 pages For the upcoming July Politburo meeting (held on the 30th last year), we keep our expectations low on cyclical policy given the steady growth backdrop. Policymakers could confirm a wait-and-see mode while keeping the door open for incremental mini support in 25H2E, especially for potential ~RMB500bn quasi-fiscal stimulus. Anti-involution (or nei juan) initiatives could be underscored again with further guidance. The Politburo could also announce the dec ...
Dine Brands: A Classic Debt Vs. Value Battle
Seeking Alpha· 2025-07-14 22:22
Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...
X @Unipcs (aka 'Bonk Guy') 🎒
many have been asking why i am so damn bullish on #USELESS coinit's simplefundamentals do not liei've been trading memecoins for several cycles nowi witnessed the rise of $DOGE from nothing to $90 billion market cap during the memestock movement in 2021i witnessed the rise of $SHIB and its eruption from being dismissed as a doge beta to pumping to $43 billion and flipping doge temporarilyi witnessed the rise of $FLOKI after $SHIB and its meteoric ascent from being rugged by its initial dev to turbosending t ...
Alibaba to $300? Why Qwen3 AI Could Trigger the Next Big Rally.
The Motley Fool· 2025-07-14 21:15
Alibaba (BABA 1.45%) is back -- and it's not just about e-commerce anymore. With a powerful new AI model and billions left in buybacks, this forgotten tech giant may be gearing up for a major rally. Is BABA the sleeper stock of the AI revolution? Here's what Wall Street is missing.*Stock prices used were the market prices of July 9, 2025. The video was published on July 14, 2025. ...
X @Ansem
Ansem 🧸💸· 2025-07-14 20:58
RT Unit (@hyperunit)New ATHs across the board for Unit assets today:- Total Volume: $10B+- TVL: $600M+- 24hr volume: $220MTrade on the venue where real price discovery happens: https://t.co/CfQ7FZ2UfC ...
Is the Options Market Predicting a Spike in NRG Energy Stock?
ZACKS· 2025-07-14 20:05
Investors in NRG Energy, Inc. (NRG) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug. 15, 2025 $50 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mea ...
X @Ansem
Ansem 🧸💸· 2025-07-14 18:55
RT Ryan Watkins (@RyanWatkins_)~2 hours in and the majority of $PUMP trading volume is settling onchain on Hyperliquid and Solana.Hyperliquid (@hyperunit) in the lead with $41M, followed by Bybit and PumpSwap going toe-to-toe at $35M and $32M respectively. ...
Cybersecurity Stock Could Rebound to Record High
Schaeffers Investment Research· 2025-07-14 18:45
Core Insights - Palo Alto Networks Inc (NASDAQ:PANW) stock is currently trading at $191.11, reflecting a 2% increase and a 13.7% year-over-year gain, following a recent rebound from its lowest level since May 30 [1] - The stock has faced challenges in surpassing its record high of $208.39 from February 19, but recent trends suggest a potential push back toward these highs due to its positioning near a historically bullish trendline [1] Technical Analysis - According to Schaeffer's Senior Quantitative Analyst, PANW is within one standard deviation of its 200-day moving average, having been above this trendline in at least eight of the last ten trading days and spending 80% of the past two months above it [2] - Historical data indicates that similar conditions have led to an 86% success rate for the stock being higher one month later, with an average gain of 11.7%, suggesting a potential new record of $213.46 could be achieved [2] Market Sentiment - There is a potential for positive momentum as pessimism in the options market appears to be unwinding, indicated by the Schaeffer's put/call open interest ratio (SOIR) of 1.27, which is in the 72nd percentile of readings over the past year [3] - The stock's Schaeffer's Volatility Index (SVI) is at 32%, placing it in the 5th percentile of its annual range, suggesting that options traders are currently pricing in low volatility expectations, making options an affordable route for potential gains [4]
Bandwidth to Report Second Quarter 2025 Financial Results on July 29, 2025
Prnewswire· 2025-07-14 18:19
RALEIGH, N.C., July 14, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today announced it will report its financial results for the second quarter ended June 30, 2025 before market open on Tuesday, July 29, 2025.Bandwidth will offer a live webcast of the conference call on the Investor Relations section of the company's website at https://investors.bandwidth.com, where a replay will also be available shortly following the completion of the event ...