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The U.S. market is overvalued, says Rockefeller's Ruchir Sharma
CNBC Television· 2025-06-30 16:18
Ruchir Sharma, Rockefeller international chairman, joins 'Money Movers' to discuss whether the U.S. is still exceptional, investor sentiment and tariffs. ...
上半年最后一天 A股传来两大积极信号!接下来如何演绎?
Mei Ri Jing Ji Xin Wen· 2025-06-30 08:01
从收盘情况来看,有两大积极信号值得关注: 一是,市场仍然在涨。 6月30日,三大指数震荡走强。上证指数收涨0.59%,创业板指涨1.35%。 板块来看,军工股火力全开;半导体产业链走强,光刻机方向领涨;光伏、稀土永磁、稳定币、AI应用、机器人、创新药概念股活 跃。银行、券商、油气板块走弱。 全市场超4000股上涨。沪深两市全天成交额1.51万亿元,较上个交易日缩量583亿。 今天,A股上半年的行情正式收官。 | 名称 | 涨跌幅 | 年初至今 | | --- | --- | --- | | 万得微盘股 | 1.60% | 43.29% | | 北证50 | 0.52% | 39.45% | | 中证2000 | 1.54% | 15.24% | | 中证1000 | 1.26% | 6.69% | | 中证500 | 0.88% | 3.31% | | 上证指数 | 0.59% | 2.76% | | 科创50 | 1.54% | 1.46% | | 创业板指 | 1.35% | 0.53% | | 深证成指 | 0.83% | 0.48% | | 中证A500 | 0.62% | 0.47% | | 沪深3 ...
X @Bloomberg
Bloomberg· 2025-06-30 06:22
An unexpected logo change at China’s securities regulator is being teasingly celebrated by stock investors as heralding an end to recent years of market malaise https://t.co/u6OWhvUgnU ...
汇丰:贵金属_风险缓解,黄金随石油下跌;或现应激性反弹
汇丰· 2025-06-30 01:02
Precious Metals Precious Metals Daily Commodities Gold slides with oil as risks ease; knee Global -jerk bounce likely James Steel Chief Precious Metals Analyst HSBC Securities (USA) Inc. james.steel@us.hsbc.com +1 646 867 5600 Precious metals overview | | | Gold | Silver | Platinum | Palladium | | --- | --- | --- | --- | --- | --- | | prices USD/oz | AM fix | -- | -- | -- | -- | | | PM fix | 3,302.50 | 36.06 | 1,304.00 | 1,071.00 | | | Spot | -- | -- | -- | -- | | EFPs | Current | -- | -- | -- | -- | | Nyme ...
X @Unipcs (aka 'Bonk Guy') 🎒
USELESS coin just made a new ATH against $BTCin an environment where BTC is a trending, up only assetUSELESS is by far the strongest memecoin in the market right now, and the best proxy for betting on risk-on sentiment and the market heading highercrypto as a whole looks primed to send hereso yeah, send #USELESS much higherUnipcs (aka 'Bonk Guy') 🎒 (@theunipcs):USELESS/BTC at all-time highsand this is with $BTC being sub $103k!imagine what this will look like by the time Bitcoin is back at ATHi think things ...
信摩根士丹利:号、流向与关键数据
摩根· 2025-06-27 02:04
June 23, 2025 02:54 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Morgan Stanley & Co. International plc+ Erika J Singh-Cundy Strategist Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 Morgan Stanley & Co. LLC Key highlights from last week: Exhibit 1: Morgan Stanley forecasts sii obivo Bear Base Bull Bear Base Bull Equities S&P 500 5,968 4,900 6,500 7,200 -16 ...
Northern Oil And Gas: A Fair Income Play With Potential Price Recovery
Seeking Alpha· 2025-06-25 15:35
Analyst's Disclosure:I/we have a beneficial long position in the shares of NOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...
Visa CEO: U.S. consumer spending remains strong despite sentiment data
CNBC Television· 2025-06-24 15:10
Visa CEO Ryan McInerney said Tuesday that despite bleak sentiment data and a pullback in sectors like travel, U.S. consumer spending remains overall strong. ...
外资交易台:股票持仓与关键指标
2025-06-24 02:44
市场洞察 - 重点报道 --- Market Insights - Marque e Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Eq Positioning and Key Levels 股票持仓与关键⽔平 Please see below for a consolidated recap of the various GS positioning metrics. 请⻅下⽅⾼盛各类仓位指标的综合回顾。 Summary: 摘要: -3.3bn last week. In the US, we have this cohort long 21bn. Estimates over the next week and month are mostly for sale, but the magnitude is small. 1. CTA Corner: We model CTAs long $75bn of global equities (64 th percentile) after selling CTA ⻆:我们模型显⽰,CTA 持有 750 ...
3 Travel Stocks to Play the Consumer Sentiment Rebound
MarketBeat· 2025-06-23 12:33
Summer finally arrives this week, and temperatures aren’t the only thing heating up in the U.S. Consumer sentiment finally rebounded last month after a disappointing start to 2025, keyed by a trend reversal in domestic stocks and a softening tariff stance from the Trump administration. Consumer surveys are notoriously fickle, and answers aren’t guaranteed to be truthful. But a sentiment reversal could bode well for the travel industry, which spent most of Q1 lowering expectations for 2025. Today, we’ll look ...