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割肉自救
猫笔刀· 2025-04-29 14:17
给昨晚的瓜做一点更新,今天有官方媒体提到被解聘的副主任肖医生,去年7月在给患者做麻醉后的手术时,因为自己的情人(4+4的女博士)和护士吵 架,双双离开手术室40分钟。当事人后来自辩情绪激动,需要离开手术室稳定心情后再回来工作。 官方媒体追问这类有医疗风险的行为,为什么当时没处理,一直过了大半年,到最近因为舆情关注了才处理? 其实这个40分钟的剧情,我昨天也看到了,但觉得有点离谱没有采信,今天看到官媒也这么说才相信是真的。麻醉手术也敢离岗40分钟,那可真行,肖医 生前几天还发文说自己私德有问题,医德没问题,这还叫没问题啊?情绪管理这么炸裂,这以后让人怎么信任他继续做临床手术。 一个拙劣的人只要能做到公私分明,那他起码还是一个合格的职场人,即便妻离子散也不影响他行业精英的身份。但若公私混淆不清,就会同时在家庭和 社会两边都失去定位。 昨天还有一些外地朋友问中日友好医院的名字怎么那么奇怪,呃,这有什么好奇怪的。但凡了解点历史都知道七八十年代中日关系蜜月期,当时日本援助 了将近3亿人民币,以及大量专家技术支持,把北京一所医院改建升级为中日友好医院,现如今是综合实力很强的三甲医院。 美的一季度营收+20%,扣非利润+3 ...
金十图示:2025年04月29日(周二)美盘市场行情一览
news flash· 2025-04-29 13:49
金十图示:2025年04月29日(周二)美盘市场行情一览 美国2年期国债收益率 3.693 +0.008 +0.22% | | 美国5年期国债收益率 | 3.811 | -0.003 | | --- | --- | --- | --- | | | | | -0.08% | | | 美国10年期国债收益率 | 4.202 | -0.014 | | | | | -0.33% | | | 美国30年期国债收益率 | 4.683 | -0.010 | | | | | -0.21% | | 하 | 英国10年期国债收益率 | 4.528 | +0.021 | | | | | +0.47% | | | 德国10年期国债收益率 | 2.494 | -0.013 | | | | | -0.54% | | | 法国10年期国债收益率 | 3.221 | -0.002 | | | | | -0.06% | | | 意大利10年期国债收益率 | 3.615 | -0.004 | | | | | -0.11% | | | 日本10年期国债收益率 | 1.325 | +0.009 | | | | | +0.68% | JIN10.CO ...
中信证券(600030):自营灵活调仓释放弹性,投行期待国际业务弹性
CMS· 2025-04-29 13:33
Investment Rating - The report assigns a "Strong Buy" rating for the company, indicating an expected stock price increase exceeding 20% compared to the benchmark index [8]. Core Insights - The company achieved a revenue of 17.8 billion with a year-on-year growth of 29% and a quarter-on-quarter growth of 0.6%. The net profit attributable to shareholders was 6.5 billion, reflecting a year-on-year increase of 32% and a quarter-on-quarter increase of 33% [1]. - The annualized ROE stands at 9.48%, up by 1.39 percentage points year-on-year, with a continued expansion of the balance sheet and an increase in operating leverage to 4.79 times [1]. - The company is expected to benefit from its leading position in investment banking, particularly with the anticipated rebound in international business due to the return of Chinese concept stocks amid US-China tensions [2][3]. Summary by Sections Revenue and Profitability - In Q1 2025, the company reported a revenue of 17.8 billion, a 29% increase year-on-year, and a net profit of 6.5 billion, up 32% year-on-year. The total assets reached 1.79 trillion, a 5% increase from the beginning of the year [1]. - The revenue breakdown shows that proprietary trading accounted for 55%, brokerage for 21%, asset management for 16%, investment banking for 6%, and other businesses for 3% [1]. Brokerage and Investment Banking - Brokerage income was 3.33 billion, a 36% increase year-on-year, while investment banking income was 980 million, a 12% increase year-on-year. The company maintained a leading market share in refinancing and bond underwriting [2]. - The company has 39 ongoing projects in IPO and refinancing, indicating a robust pipeline for future revenue [2]. Asset Management and Proprietary Trading - Asset management income was 2.56 billion, a 9% increase year-on-year, while proprietary trading income surged to 8.86 billion, a 62% increase year-on-year [3]. - The company’s trading financial assets reached 777.2 billion, a 13% increase from the beginning of the year, reflecting strong performance in proprietary trading [3]. Financial Projections - The company is projected to achieve net profits of 24.6 billion, 28.4 billion, and 32.8 billion for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 13%, 15%, and 15% [8][9].
国投期货期权日报-20250429
Guo Tou Qi Huo· 2025-04-29 13:27
2025年4月29日 集运(欧线):线上即期运价快报 国投期货能源团队 高明宇 投资咨询号:Z0012038 李海群 投资咨询号:Z0021515 行情评述 昨日马士基开舱W20,报价$1450/FEU,为当前市场内最低价,体现航司对5 月上旬的装载率走高的信心不佳,预计即期运价仍将维持偏弱走势,但受成本支撑 及传统旺季货量托底,下行斜率或趋缓。展望后续,需求端中国对欧出口货量维持 平稳,传统补库需求有望推动5月下半月起出货量环比改善。但供应端5月下旬计划 运力回升至28-30万TEU/周,虽较4月下旬30万+/周有所缓解,但仍不足以触发爆 仓行情。06合约受限于潜在涨价窗口仅有5月下旬和6月上旬,叠加中美关税僵局未 解,面临"弱现实"与"弱预期"双重压制,短期或延续偏弱震荡;08合约隐含关 税政策改善预期博弈,但政策转向节奏不确定性较高,需警惕消息面反复引发的脉 冲波动。 | 集运(欧线)即期运价及运价指数 | 指数名称 | 03-21 | 03-28 | 04-03 | 04-11 | 04-18 | 周环比 | SCFI欧洲航线 $/TEU | 1306 | 1318 | 1336 | 1356 | 1 ...
夜盘期货开盘,氧化铝、原油、纸浆、低硫燃油、燃油、菜粕跌逾1%,沥青、玻璃等下跌;沪银、国际铜、沪铜等上涨。
news flash· 2025-04-29 13:05
夜盘期货开盘,氧化铝、原油、纸浆、低硫燃油、燃油、菜粕跌逾1%,沥青、玻璃等下跌;沪银、国 际铜、沪铜等上涨。 ...
建信期货聚烯烃日报-20250429
Jian Xin Qi Huo· 2025-04-28 23:30
行业 聚烯烃日报 每日报告 | 表1:期货市场行情 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单位:元/吨 | 开盘 | 收盘 | 最高 | 最低 | 涨跌 | 涨跌幅 | 持仓量 | 持仓量变化 | | 塑料 2601 | 7063 | 7101 | 7122 | 7063 | 26 | 0.37 | 44163 | -426 | | 塑料 2505 | 7348 | 7353 | 7383 | 7331 | -14 | -0.19 | 23834 | -8998 | | 塑料 2509 | 7135 | 7164 | 7189 | 7133 | 16 | 0.22 | 482064 | -10575 | | PP2601 | 7013 | 7054 | 7070 | 7013 | 19 | 0.27 | 16157 | 217 | | PP2505 | 7179 | 7195 | 7219 | 7178 | 3 | 0.04 | 19227 | -4703 | | PP2509 | 7088 | ...
金十图示:2025年04月28日(周一)美盘市场行情一览
news flash· 2025-04-28 13:53
金十图示:2025年04月28日(周一)美盘市场行情一览 | 现货铂金 XPTUSD | 991.230 | +14.130 | +1.45% | | --- | --- | --- | --- | | 现货钮金 XPDUSD | 953.708 | +14.958 | +1.59% | | 黄金(COMEX) GC | 3301.800 | -28.600 | -0.86% | | 白银(COMEX) SI | 32.785 | -0.240 | -0.73% | -0.008 -0.21% | | 欧元/美元 EURUSD | 1.137 | +0.11% | | --- | --- | --- | --- | | | 英镑/美元 GBPUSD | 1.337 | +0.43% | | =7 | 美元/日元 USDJPY | 143.118 | -0.43% | | | 澳元/美元 AUDUSD | 0.641 | +0.28% | | | 美元/瑞郎 USDCHF | 0.828 | -0.07% | | | 美国5年期国债收益率 | 3.891 | +0.006 | | --- | --- | --- ...
国金期货烧碱周度报告-20250428
Guo Jin Qi Huo· 2025-04-28 13:41
撰写品种:烧碱 撰写时间:2025 年 4 月 28 日 回顾周期: 周度 研究员:何宁 咨询证号(Z0001219) 烧碱周度报告 本周烧碱期货主力换月至 2509 合约,价格重心小幅回落。临近五一假期,本周全 国 20 万吨及以上烧碱样本企业平均产能利用率和库存继续下行,山东地区复产与减产 企业并存,产能利用率上升 4.0%至 91.0%。周内烧碱价格小幅上行,前期低价货源减 少后,非铝下游补库意愿变弱,整体市场供应较为充足。氧化铝检修产能增多,整体供 应也已缓解,价格小幅回升,采购现货以长单交付为主。氧化铝新增产能陆续投产,对 烧碱需求存在一定增量预期。下周即将开启五一小长假,部分企业选择降价刺激出货以 避免库存积压。当前市场对于烧碱缺乏有效刺激,供应端货源充足,需求端企业按需采 购为主,整体市场预计仍然偏弱运行。 一、行情回顾 截至 2025 年 4 月 25 日,烧碱主力合约收盘价为 2439 元/吨,较上周下跌 23 元/吨,跌幅为 0.93%。 供应方面,烧碱周度产量环比减少 1.15 万吨至 82.02 万吨,片碱周度产量环比减 少 0.03 万吨至 10.06 万吨。烧碱周度损失量 6.04 ...
玉米周报:产区上量偏少支撑现货,盘面大幅走高-20250428
Zheng Xin Qi Huo· 2025-04-28 11:35
产区上量偏少支撑现货,盘面大幅走高 玉米周报 20250428 正信期货研究院—农产品小组 CBOT07玉米 C2507玉米 23 主要观点 行情回顾 基本面分析 1目录 CONTENTS PPT模板:www.1ppt.com/moban/PPT素材:www.1ppt.com/sucai/ PPT背景:www.1ppt.com/beijing/PPT图表:www.1ppt.com/tubiao/ PPT下载:www.1ppt.com/xiazai/PPT教程:www.1ppt.com/powerpoint/ 资料下载:www.1ppt.com/ziliao/范文下载:www.1ppt.com/fanwen/ 试卷下载:www.1ppt.com/shiti/教案下载:www.1ppt.com/jiaoan/ PPT论坛:www.1ppt.cnPPT课件:www.1ppt.com/kejian/ 语文课件:www.1ppt.com/kejian/yuwen/数学课件:www.1ppt.com/kejian/shuxue/ 英语课件:www.1ppt.com/kejian/yingyu/美术课件:www.1ppt. ...
棉花周报:新疆棉花播种接近尾声,郑棉低位震荡-20250428
Zheng Xin Qi Huo· 2025-04-28 11:04
新疆棉花播种接近尾声,郑棉低位震荡 棉花周报 20250428 正信期货研究院—农产品小组 23 主要观点 行情回顾 基本面分析 1目录 CONTENTS PPT模板:www.1ppt.com/moban/PPT素材:www.1ppt.com/sucai/ PPT背景:www.1ppt.com/beijing/PPT图表:www.1ppt.com/tubiao/ PPT下载:www.1ppt.com/xiazai/PPT教程:www.1ppt.com/powerpoint/ 资料下载:www.1ppt.com/ziliao/范文下载:www.1ppt.com/fanwen/ 试卷下载:www.1ppt.com/shiti/教案下载:www.1ppt.com/jiaoan/ PPT论坛:www.1ppt.cnPPT课件:www.1ppt.com/kejian/ 语文课件:www.1ppt.com/kejian/yuwen/数学课件:www.1ppt.com/kejian/shuxue/ 英语课件:www.1ppt.com/kejian/yingyu/美术课件:www.1ppt.com/kejian/meishu ...