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X @wale.moca 🐳
wale.moca 🐳· 2025-07-02 09:21
So much less pleasurable this way, sold last week for $0.02 USD ama https://t.co/ucgvSYgd5vwale.moca 🐳 (@waleswoosh):My guilty pleasure is checking the charts of airdrops I sold months ago and seeing how much money I saved by selling them ...
X @The Block
The Block· 2025-07-02 07:12
Velodrome enables native cross-chain swaps for its DEX ecosystem on Optimism Superchain https://t.co/e9d0KFm4jD ...
6月非农报告恐放缓:低于10万?!两大不确定性因素都与TA相关
Sou Hu Cai Jing· 2025-07-02 06:23
经济学家预测,6月非农就业报告将显示就业增长放缓,失业率小幅上升,因为关税和移民政策的不确定性正在影响美国经济。 (月度非农变化 来源:美国劳工部) 6月就业报告预测重点: 发布时间:美东时间7月3日周四上午8:30 根据FactSet的共识预期,6月非农就业人数预计新增11.5万人,低于5月的13.9万人;失业率预计从5月的4.2%升至4.3%。 贝莱德全球固定收益董事总经理、总回报基金(MAHQX)管理人David Rogal表示:"我们看到劳动力市场正在放缓,但尚无恐慌迹象。我们预期的就业 增长处于10万出头的温和水平。" 每周公布的持续申请失业救济人数是显示6月就业市场走弱的早期信号。瑞银经济学家指出,"高频指标显示过去6至8周劳动力市场有所减弱",他们预计6 月新增就业为10万人。 瑞银表示:"我们预计由于TPS相关的裁员将影响就业数据,但具体影响程度和是否会在调查中反映出来仍不确定。" 他们估计这部分可能导致6月就业减 少约5,000人。 高盛则预计,6月新增就业将仅为8.5万人,低于市场预期,并指出TPS政策可能导致非农就业减少2.5万人。 另一个不确定因素是7月9日特朗普设定的关税暂停期到期。 ...
美团推出“浣熊食堂”!恒生科技ETF基金(513260)回调溢价频现!三因素共振,上半年港股结构性行情特征明显,下半年怎么看?
Xin Lang Cai Jing· 2025-07-02 06:22
今日(7.2)港股多数飘红,恒科逆市回调。恒生科技ETF基金(513260)盘中跌超1%,溢价频现。值得关注的是,恒生科 技ETF基金(513260)是同类唯一费率最低档的产品,管理费率仅0.15%。 | 5分 15分 30分 60分 = 综合屏 F9 前复权 超级叠加 画线 工具 ♡ ② > | | 恒生科技ETF基金 ① | | 513260 | | --- | --- | --- | --- | --- | | 夜ETF基金] 2025/06/27 枚1.375 幅0.36%(0.005) 开1.379 高1.387 低 1.371 均1.37@ | | 1.356 | | -0.014 -1.02% | | 1.3531 MA20 1.3591 MA60 1.3451 MA120 1.3561 MA250 1.1881 (90日) 7 = | | | | | | | | | SSE CNY 13:37:10 交易中 T+0 船 / Q + | | | 1.60 | | 净值走势 | | 汇添富恒生科技ETF | | | | | 12.00% 委差 | 39398 | | | 委比 | | | | | ...
摩根士丹利:互联网-我们现在处于何种交易态势:盈利预测季即将来临。
摩根· 2025-07-02 03:15
July 1, 2025 03:00 PM GMT Internet names rose +7% last week (SPX/NDX +3%/+4%) led by META/GOOGL/AMZN +8%/+7%/+6%. Markets reached all-time highs amid trade negotiation progress as we enter 2Q preview season. Fundamental focus ahead. AMZN/GOOGL/META 31X/18X/27X '26 EPS (+1%/-4%/+20% vs TTM avg). | M | | | | --- | --- | --- | | | | Update | | July 1, 2025 03:00 PM GMT Internet North America | Morgan Stanley & Co. LLC | | | | Brian Nowak, CFA | | | | Equity Analyst | | | Where Are We Trading Now: | Brian.Nowak ...
朝闻国盛:七月配置建议:不轻易低配A股
GOLDEN SUN SECURITIES· 2025-07-02 01:03
证券研究报告 | 朝闻国盛 gszqdatemark 2025 07 02 年 月 日 朝闻国盛 七月配置建议:不轻易低配 A 股 今日概览 重磅研报 【策略】7 月市场观点:积极参与突破,重视业绩定价线索——20250701 【金融工程】"薪火"量化分析系列研究(五)如何利用 DeepSeek 辅助 降低跟踪误差——20250701 【金融工程】需求驱动叠加政策赋能——华夏中证生物科技主题 ETF 基 金投资价值分析——20250701 【金融工程】七月配置建议:不轻易低配 A 股——20250701 【机械设备】容知日新(688768.SH)-蓝海市场渗透率提升,预测性维 护让工业更美好——20250701 研究视点 【区块链】Robinhood 入局,美股代币化再提速——20250701 【通信】国产光模块迎来业绩收获期——20250701 【医药生物】【创新药大牛市】分支思路(三)中小市值管线爆款:镇痛 机制趋向多元化,关注相关药品临床进展——20250701 团,全球领先的钨一体化巨擘》 2025-06-30 3、《朝闻国盛:化债与转型——江西省经济财政债务 全梳理》 2025-06-27 请仔细阅 ...
X @Cointelegraph
Cointelegraph· 2025-07-02 01:00
🇺🇸 JUST IN: The SEC's Division of Corporation Finance released a new guidance on disclosure requirements for crypto ETPs, providing a detailed breakdown of the information issuers need to include in filings. https://t.co/51rre8RcR8 ...
X @Ansem
Ansem 🧸💸· 2025-07-01 18:30
RT Nick Almond (@DrNickA)I still don’t understand how pump (an objectively shitty app) can print three quarters of a billion dollars with a bonding curve and we don’t have every person with moderate computer skills in the world trying to build crypto apps ...
Longevidade: por que o tempo voa quando envelhecemos | Rodrigo Casagrande | TEDxGuararema
TEDx Talks· 2025-07-01 16:54
Estamos vivendo mais. Mas será que nós estamos vendo o tempo passar. Hoje nós vamos falar sobre tempo e longevidade.Mas antes de seguir nessa conversa, vamos estabelecer algumas coisas. Primeiro, separar o que é vivência. Vivência é aquilo que nós fazemos todos os dias.Acordar, trabalhar, tomar banho, dormir. Experiência é aquilo novo que acontece durante o dia. Sabe quando a gente chega no fim do dia, alguém fala assim: "Ah, como foi seu dia?" Nada.Nossa, aconteceu alguma coisa. foi promovido, eh, conheci ...
The J. M. Smucker Slides 12% in a Month: How to Play SJM Stock
ZACKS· 2025-07-01 16:25
Core Insights - The J. M. Smucker Company (SJM) has experienced a significant decline in its stock price, dropping 12.3% over the past month, which is notably worse than the industry's 1% decline and the S&P 500's 4.1% growth [1][2][8] - The company is facing multiple challenges, including weak sales in its Sweet Baked Snacks segment, rising coffee costs, and declining demand in its pet food category [8][9][10] Stock Performance - As of the last trading session, SJM closed at $98.20, close to its 52-week low of $93.30, reached on June 18, 2025 [5] - The stock is trading below its 50 and 200-day moving averages, indicating bearish sentiment [5] - SJM's forward 12-month P/E ratio is 10.44, below its one-year median of 11.07 and the industry average of 15.85, reflecting a discount compared to peers like Hershey and McCormick [6] Segment Performance - The Sweet Baked Snacks segment, particularly the Hostess brand, reported a 14% decline in comparable sales in Q4 of fiscal 2025 due to sluggish consumer demand and internal distribution issues [9] - The pet food segment saw a 13% decline in net sales, impacted by retailer inventory reductions and weak demand for dog snacks [11] Cost Pressures - The surge in green coffee prices has led to multiple price increases across SJM's coffee portfolio, with risks of volume loss due to demand elasticity [10] - Tariffs on imported green coffee, primarily from Brazil and Vietnam, are adding further margin pressure [12] Earnings Outlook - The company has issued a cautious outlook for fiscal 2026, expecting adjusted earnings between $8.50 and $9.50, with a projected 25% decline in Q1 year-over-year [13] - The Zacks Consensus Estimate for EPS has seen downward revisions, with the current quarter's estimate declining by 10 cents to $9.28 per share [14]