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国元证券每日复盘-20250710
Guoyuan Securities· 2025-07-10 13:17
Market Performance - On July 10, 2025, the Shanghai Composite Index returned to 3,500 points, with the index rising by 0.48%[2] - The Shenzhen Component Index increased by 0.47%, and the ChiNext Index rose by 0.22%[2] - The total market turnover was 1,493.936 billion yuan, a decrease of 11.04 billion yuan from the previous trading day[2] Sector and Style Analysis - The top-performing sectors included Real Estate (3.15%), Oil & Petrochemicals (1.57%), and Non-Bank Financials (1.44%) while the worst performers were Automotive (-0.65%), Media (-0.55%), and Computer (-0.45%)[19] - In terms of investment style, Financials outperformed other styles, followed by Consumption and Cyclical sectors[19] Capital Flow - On July 10, 2025, the net outflow of main funds was 18.908 billion yuan, with large orders seeing a net outflow of 16.971 billion yuan[3] - Small orders continued to see a net inflow of 25.635 billion yuan, indicating retail investor interest[3] Global Market Trends - Major Asian indices showed mixed results, with the Hang Seng Index up by 0.57% and the Nikkei 225 down by 0.44%[4] - European indices generally rose, with the DAX increasing by 1.42% and the CAC40 by 1.44%[4] ETF Performance - Most ETFs, including the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF, saw a decrease in trading volume compared to the previous day, with notable changes in turnover[28] - The inflow into the Sci-Tech 50 ETF was significant, with a net inflow of 0.873 billion yuan on July 9, 2025[28]
'Sweepstakes gaming' faces bans in states: Here's what you need to know
CNBC Television· 2025-07-10 12:30
In a world with no sure bets, uh it seems safe to say that the interest in gambling will keep growing. Uh Contessa, the sweep stakes is back. What.Well, you know, look, we are watching the growth in the gambling landcape just morph and change around the United States. It's a it's happening at a dramatic pace with ways to wager that go way beyond a sports book or a slot machine. For instance, you have Joe these sweep stakes gaming where players use virtual coins, but they can also buy in with real money to p ...
芯片人注意!还有1天!ICDIA 2025创芯展即将盛大开幕
半导体芯闻· 2025-07-10 10:33
Group 1 - The ICDIA 2025 event will take place on July 11-12 at the Suzhou Jinji Lake International Conference Center, featuring the second third meeting of the China Integrated Circuit Design Alliance Council to summarize and discuss the main work of the alliance and industry development issues [1] - The event will include various forums such as the IC Design Forum, AI Developer Forum, and Automotive Chip Forum, highlighting the participation of distinguished guests [1] - A white paper on the application areas of automotive safety chips will be released during the conference [1]
X @The Economist
The Economist· 2025-07-10 04:40
The answer is not hedge funds or quant shops or short-sellers https://t.co/A30DGa0dCT ...
驾驭波动:在新型重商主义格局下管理转让定价和公司间借贷
Refinitiv路孚特· 2025-07-10 03:10
Grace Ong LSEG 企业方案负责人 近年来,在监管变化和地缘政治格局转变的双重推动下,跨国企业的全球税收格局发生了重大转变。随着各 国日益奉行以国内经济利益为优先的新型重商主义政策,企业财务和税务团队在管理公司间融资安排时面临 着愈发复杂的局面。让我们探讨不断演变的地缘政治环境如何影响转让定价、公司间借贷以及跨国企业架 构,并为应对这一不断变化的环境提供战略考量。 经济民族主义的复苏及其税收影响 后疫情时代,世界经济经历了从全球化向经济民族主义的显著转变。主要经济体正在实施旨在将关键产业回 流国内、保障供应链安全以及保护国内税基的政策。这种新型重商主义做法对企业的税收筹划产生了深远影 响。税务机关愈发积极地审视公司间融资结构背后的商业合理性,尤其是涉及低税管辖区的融资结构。各国 正在实施数字服务税、最低税制以及其他超出传统国际框架的单边措施,这带来了潜在的双重征税风险。各 国政府还在限制关键知识产权和技术的跨境流动,影响了围绕知识产权许可结构建立的转让定价模型。对于 财务和税务专业人士而言,这些转变要求他们采用更为细致的方法来处理公司间交易,在税收效率与日益增 长的政治和监管风险之间寻求平衡。 BE ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-07-10 01:31
Ngl it would make a *ton* of sense given the stated mission of pump for Alon to give airdrops to streamer-coin *holders* in addition to the actual streamersI would position accordingly ...
Gold (XAU/USD) Price Forecast: Holds Pennant Support as Bullish Structure Remains Intact
FX Empire· 2025-07-09 20:35
Bullish Above $3,346 to $3,366An attempt to test support around the lower boundary line of the pennant occurred today. But the day’s low didn’t quite reach it. If the pennant boundaries are maintained, then a rally from the lower area of the pennant could lead to an upside breakout of the pattern. Given the structure of the pennant, an upside breakout could trigger on the next rally, or resistance is seen and followed by a pullback first. A breakout above Tuesday’s high of $3,346 would put natural gas back ...
X @mert | helius.dev
mert | helius.dev· 2025-07-09 18:11
I am starting a new showwhere I talk to people I find most interesting in crypto, tech, and startups — about product, performance and philosophyfocus will be on quality over quantity and increasing the signal:noise ratio in crypto x techsubscribe below https://t.co/KVhiI5GBxx ...