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美国众议院议长约翰逊:关税谈判复杂,贸易必须自由公平。现在是投资美国的好时机。
news flash· 2025-06-05 11:44
Core Viewpoint - The Speaker of the U.S. House of Representatives, Johnson, emphasized the complexity of tariff negotiations and the necessity for free and fair trade, stating that now is an opportune time to invest in the United States [1] Group 1 - The complexity of tariff negotiations indicates potential challenges in international trade relations [1] - The call for free and fair trade suggests a focus on equitable market practices, which could impact various industries [1] - The assertion that it is a good time to invest in the U.S. highlights potential growth opportunities in the domestic market [1]
欧盟委员会副主席谢夫乔维奇:我们所有的自由贸易协定都需要升级,因为在之前电子商务还不那么突出。
news flash· 2025-06-05 09:06
欧盟委员会副主席谢夫乔维奇:我们所有的自由贸易协定都需要升级,因为在之前电子商务还不那么突 出。 ...
小心,你的工资正在毒害你:心理学解读薪资困境与破解之道
3 6 Ke· 2025-06-05 07:57
35岁的林夏(化名)第一次和我视频时,盯着刚发的工资条苦笑。数字看起来很漂亮,别人都羡慕她,但只有她自己知道,这背后藏着 多少心酸。因为就在发工资的当天,她颤抖着手签下了抗焦虑药的处方。 "大家都说我应该知足了,可为什么我越赚钱,越觉得自己像个行尸走肉?"林夏说这话时,眼里满是疲惫和无奈。 她的故事不是个例。 根据某招聘平台的数据,年薪50万以上的人群中,抑郁症筛查阳性的比例比普通员工高出42%。我们好像陷入了一个怪圈:薪水越来越 高,心里的空间却越来越小。 一、薪资,怎么成了无形的牢笼? 心理学教授李明做了一个实验:他让两组人写下"自己觉得幸福需要的薪资"。 A组写的是自己当前收入的两倍,B组直接写具体数字。 三个月后,B组的人达成了目标,但他们的幸福感持续时间比A组短了67%。 这就解释了为什么那位月入不菲的产品总监,依然深夜借酒消愁——当薪资成了唯一衡量快乐的标准,我们就像不停在跑的仓鼠,永远 追不到终点。 某互联网大厂的匿名调查更让人震惊:因为薪资比较,团队协作效率每年损失了47个有效工时。神经科学研究显示,当我们知道同事薪 水比自己高时,大脑的活跃区域和被棍棒击打时的反应有83%重合! 而网络上," ...
准点拉屎,你就赢过了90%的中国人
Hu Xiu· 2025-06-05 06:16
Group 1 - The article discusses the challenges and discomforts associated with bowel movements in adults, highlighting how it affects their daily lives and overall happiness [2][4][32] - A survey involving 3,630 participants reveals that only 10.7% of individuals have a regular bowel movement schedule, while 29.8% fail to achieve a daily bowel movement [9][11] - The survey indicates that 34.4% of respondents have unpredictable bowel movement times, with a higher percentage of women experiencing irregularities [17][35] Group 2 - The article categorizes bowel movement frequency, showing that 50.6% of people have a bowel movement once a day, while 4% report having three or more daily [15][12] - It notes that 41.6% of participants achieve the ideal stool shape, while many others experience various forms of stool that indicate potential digestive issues [24][27] - The article emphasizes the psychological and physical impacts of constipation, with an average pain score of 7.3 for those suffering from it, compared to 5.8 for diarrhea [42][46] Group 3 - Dietary habits play a significant role in bowel health, with 55% of respondents attributing their constipation to poor dietary choices, such as low water intake and insufficient fiber [47][48] - The article highlights that 70.9% of individuals with constipation are making efforts to increase their water intake, while 66% are incorporating more fiber-rich foods into their diets [84][85] - For those experiencing diarrhea, 42.6% report not drinking enough water, and many have dietary habits that exacerbate their condition, such as consuming spicy or heavy foods [70][71]
资金布局现金流防御,现金流ETF(159399)盘中翻红,盘中迎大额净流入,关注全市场规模最大的现金流ETF
Mei Ri Jing Ji Xin Wen· 2025-06-05 04:13
现金流ETF(159399)是以自由现金流作为选股因子的Smart Beta ETF,紧密跟踪富时中国A股自由 现金流聚焦指数,剔除金融和地产行业,优选自由现金流率最高的50只股票,为投资者筛选出了一批 A 股市场中的 "现金牛" 企业,为长期投资收益奠定了坚实基础。 根据wind数据,现金流ETF(159399)盘中实时净流入超2000万,资金抢筹现金流资产。当前现金 流ETF规模超36亿元,是全市场规模最大的现金流ETF,值得关注。 每日经济新闻 相关机构表示,与红利对比的话,自由现金流是红利的前提,因为只有账上有足够多的钱才有可能 分红。并且自由现金流本身就是一个非常强的因子,它的超额收益不来自于风格上的暴露,而来自于它 选股上面的区别。红利指数可能只选到了自由现金流较高的股票的其中一部分,还有很多表现优秀,但 是没有做高分红的股票被遗漏了,这就是为什么自由现金流指数的历史回撤和表现比红利要好很多的原 因。往后看,我们觉得"大中市值+央国企+充裕现金流"很有希望能成为全年投资主线,也符合政策鼓 励的方向。 值得注意的是,现金流ETF(159399)在分红机制上设置了"月月评估分红"的条款,近期也已经完 ...
榴莲自由要来了
3 6 Ke· 2025-06-05 04:12
Core Insights - Durian, known as the "king of tropical fruits," has gained immense popularity in China, with 95% of global durian exports directed towards the Chinese market [1][3] - The import volume of fresh durian in China reached 1.56 million tons last year, a sevenfold increase since 2017, indicating a significant rise in consumer demand [1][3] - The high price of durian in China is driven not only by consumer preference but also by the challenges in cultivation, transportation, and the lack of domestic production until recently [3][5] Market Dynamics - Historically, China has relied heavily on imported durians due to unsuitable local growing conditions, with attempts to cultivate durian domestically failing for over 60 years [5][7] - Recent advancements in agricultural research have led to successful domestic cultivation in Hainan, with the planting area expanding to 42,000 acres and expected production surpassing 6,000 tons [11][12] - The introduction of domestically grown durians is anticipated to significantly reduce prices, with reports of price drops for various durian varieties already observed [11][12] Supply Chain and Pricing - The average price of Thai durians exported to China has increased nearly sevenfold from 2013 to 2021, highlighting the impact of supply chain dynamics and import dependency [8][11] - The transition to domestic production is expected to disrupt the existing profit model, as increased supply may lead to lower prices and reduced margins for retailers [13][16] - The unique cultural attributes of durian, including its strong flavor and social appeal, have led to a rise in secondary products, enhancing its market value beyond just fresh fruit [16][17] Future Outlook - The successful cultivation of durian in China marks a significant shift in the high-end fruit market, which has traditionally depended on imports [17][18] - As domestic production scales up, the long-term profitability of durian-related businesses may face challenges, but opportunities for value-added products are likely to emerge [16][17]
全市场最大的中证全指自由现金流ETF——自由现金流ETF基金(159233)有望成为价值风格下的优质选择
Sou Hu Cai Jing· 2025-06-05 04:03
数据显示,截至2025年5月30日,中证全指自由现金流指数(932365)前十大权重股分别为美的集团(000333)、中国神华(601088)、中国海油(600938)、五粮液 (000858)、中远海控(601919)、陕西煤业(601225)、中煤能源(601898)、中国铝业(601600)、中国动力(600482)、云天化(600096),前十大权重股合计占比 65.68%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 000333 | 美的集团 | -0.13% | 2.66% | | 601088 | 中国神华 | 0.18% | 2.64% | | 600938 | 甲国海海 | 0.00% | 2.46% | | 000858 | 五粮液 | 0.36% | 2.21% | | 601919 | 中远海控 | -1.05% | 1.91% | | 601225 | 陕西煤业 | -0.05% | 1.61% | | 201898 | 中煤能源 | -0.77% | 0.97% | | 601600 | 中国铝业 | 0.30% ...
一家河北县城民企,成为英国政府的眼中钉
3 6 Ke· 2025-06-05 03:29
Core Viewpoint - The article discusses the decline of the UK steel industry, focusing on the conflict surrounding the Scunthorpe steel plant, which is now owned by a Chinese private enterprise, and the implications of this ownership on the UK's ability to produce primary steel. Group 1: Historical Context - Scunthorpe was once a significant steel production hub in England, known for its clean factories and green spaces, earning the nickname "Industrial Garden" [5] - By the 1960s, Scunthorpe was one of the top five steel production bases in the UK, but the industry has since faced a dramatic decline [5][9] - The UK steel industry produced 2.8 million tons of steel in 1970, but by 2023, this figure had plummeted to 5.6 million tons, marking a decline of 3.68% annually [24] Group 2: Current Industry Status - As of 2023, the UK steel industry employs approximately 37,000 workers and produces 5.6 million tons of steel, with 76% being primary steel and 24% recycled steel [9] - The Scunthorpe plant and the Tata Steel plant in Port Talbot are the last remaining facilities producing primary steel in the UK, and both are facing significant operational challenges [13][15] Group 3: Ownership and Economic Implications - The Scunthorpe plant is owned by China's Jingye Group, which acquired it after a series of ownership changes, including Tata Steel and Greybull Capital [45][39] - The UK steel industry is now largely controlled by foreign entities, with Tata and Jingye employing about 11,200 workers, representing one-third of the total workforce in the sector [15][18] - The closure of primary steel production facilities would leave the UK as the only G7 country unable to produce its own primary steel, raising concerns about national security and industrial capability [13][15] Group 4: Environmental and Political Challenges - The UK government has been caught in a dilemma between supporting environmental initiatives and maintaining domestic steel production capabilities [31][67] - The proposed transition from blast furnaces to electric arc furnaces by Jingye is seen as a cost-saving measure but threatens to eliminate 1,500 to 2,000 jobs [55][57] - The UK Parliament has intervened to prevent the closure of the Scunthorpe plant, reflecting the tension between environmental goals and industrial sovereignty [58][60]
自由现金流ETF基金(159233)、国企共赢ETF(159719)震荡上涨,机构:红利资产占优的宏观环境持续,现金流优化方向值得关注
Xin Lang Cai Jing· 2025-06-05 03:17
Group 1 - The CSI All Share Free Cash Flow Index (932365) decreased by 0.14% as of June 5, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Yiming Pharmaceutical (002826) up 10.00%, Jin Hong Group (603518) up 9.99%, and Quartz Co. (603688) up 6.89%, while Debon Logistics (603056) led the decline down 9.93% [1] - The Free Cash Flow ETF (159233) showed a volatile upward trend, with the latest price at 0.99 yuan and a turnover of 2.06% during the trading session [1] Group 2 - Huachuang Securities highlighted the ongoing macro environment favoring dividend assets, emphasizing the importance of cash flow optimization [2] - The banking sector benefits from a low-interest-rate environment, leading to improved net interest margins and increased non-interest income, enhancing the attractiveness of dividend strategies [2] - In the transportation and public utility sectors, high dividend potential and earnings certainty are becoming more prominent, particularly in the highway industry due to policy optimization and local state-owned enterprise reforms [2] Group 3 - The CSI All Share Free Cash Flow Index includes 100 listed companies with high free cash flow rates, reflecting the overall performance of companies with strong cash flow generation capabilities [6] - As of May 30, 2025, the top ten weighted stocks in the index accounted for 65.68%, including Midea Group (000333) and China Shenhua (601088) [6] - The National Enterprise Win-Win ETF (159719) tracks the FTSE China National Enterprise Open Win-Win Index, consisting of 100 constituent stocks, primarily "China National" stocks [6]
当一名世界冠军,被允许吞下禁药
Hu Xiu· 2025-06-05 02:35
那是在大约15年前,澳大利亚游泳运动员詹姆斯·马格努森(James Magnussen)开始被人们称为"导弹"的时候。 当时的马格努森年仅19岁,身材高大、天赋出众,出道就在澳大利亚游泳锦标赛拿下第三名,是那一代澳洲泳坛的领军人物之一。随后几年,"导弹"的职 业生涯不断提速,先后在2011年和2013年拿下100米自由泳世界冠军,并在2012年奥运会中摘得一银一铜。 经历了成功的职业生涯后,马格努森在2019年选择退役。在公开报道中,他的泳坛故事也停留在了那个时刻,随后逐渐淡出公众视野。 六年过去,直至今日,马格努森的名字再次成为被体育界集中讨论的话题。就在最近,他宣布,自己已经成为一项可以合法使用兴奋剂的体育赛事——增 强运动会(Enhanced Games)的首位签约运动员。 这是一项允许甚至鼓励参赛者服用禁药的体育赛事,首届比赛将于明年6月在美国拉斯维加斯举行。增强运动会涵盖了田径、游泳、举重等药物会对最终 成绩起到显著影响的项目。 图源:Enhanced Games "我感觉回到了18岁,这感觉太好了"。在服用了多种禁药之后,马格努森这样告诉福克斯体育(Fox Sports)。 这是一名拥有成功的职业 ...