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Jim Cramer Says “Amkor is Good”
Yahoo Finance· 2025-11-21 10:03
Amkor Technology, Inc. (NASDAQ:AMKR) is one of the stocks Jim Cramer put under the spotlight. Answering a caller’s query about AMKR during the lightning round, Cramer stated: “Yeah, Amkor is good. But Taiwan Semi is the one that is, you know, rules the roost. And I am concerned that if NVIDIA doesn’t do a good job tomorrow, then Taiwan Semi goes down too, and so does Amkor. So let’s, let’s just wait to see what NVIDIA says. I think it’s worth waiting.” A person with stock market data on a laptop. Photo ...
Jim Cramer on Rogers Communication: “It’s Not Expensive, It’s a Good Company”
Yahoo Finance· 2025-11-21 10:03
Rogers Communications Inc. (NYSE:RCI) is one of the stocks Jim Cramer put under the spotlight. When a caller sought Cramer’s advice on the stock during the lightning round, he said: “You know, it’s better than just a pure cable company, and I think that’s why people like it. It’s not expensive. It’s a good company. It’s based in Canada, doesn’t share our problems. I like it.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Ro ...
Jim Cramer on Fiserv: “I am Astonished at the Decline of This Thing, Just Astonished”
Yahoo Finance· 2025-11-21 10:03
Fiserv, Inc. (NASDAQ:FISV) is one of the stocks Jim Cramer put under the spotlight. Inquiring about the stock, a caller noted that they have started a speculative position in it. Cramer commented: “I gotta tell you, I am astonished at the decline of this thing, just astonished. And at the same time, I would not buy a stock like this until it has some sort of bounce. It just acts like something’s wrong. The CEO’s been on there explaining it. It doesn’t stop. I can’t get into that hornet’s nest.” Payment ...
Jim Cramer Says “We’ve Been Legging Into Starbucks at Enticing Price Levels”
Yahoo Finance· 2025-11-21 10:03
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer put under the spotlight. Cramer mentioned the company during the episode, as he stated: “These days, you can use a sale like the one we are experiencing, and I don’t think it’s necessarily over, we’re not that oversold, to pick up stocks of high-quality companies that are outside the blast zone of the data center… As long as you don’t do it all at once and as long as you buy small… Pixabay/Public Domain Starbucks Corporation (NASDAQ:S ...
Roth MKM Asserts Buy Rating on Denison Mines Corp. (DNN) as Uranium Production Surge
Yahoo Finance· 2025-11-21 10:02
Denison Mines Corp (NYSE:DNN) is one of the best mid cap stocks to buy according to hedge funds. On November 11, Roth MKM analyst Joseph Reagor reiterated a Buy rating on Denison Mines Corp (NYSE:DNN) and set a $3 price target. This came after the company declared third-quarter results on November 6, which showed progress in uranium production. Roth MKM Asserts Buy Rating on Denison Mines Corp. (DNN) as Uranium Production Surge The company has continued to affirm its position as one of the biggest uraniu ...
快手Q3营收356亿元 可灵AI 25年收入目标较预期翻倍
Sou Hu Cai Jing· 2025-11-21 09:57
Core Insights - Kuaishou is advancing its AI strategy, achieving both growth quality and profitability improvements while maintaining continuous investment [2] - The company reported a total revenue of 35.6 billion yuan, a year-on-year increase of 14.2%, with core business revenue growing by 19.2% [2] - Operating profit increased by 69.9% to 5.3 billion yuan, and adjusted net profit rose by 26.3% to 5 billion yuan, with an adjusted net profit margin of 14% [2] User Metrics - Average daily active users reached 416 million, marking a historical high for three consecutive quarters, while average monthly active users reached 731 million [2] - User engagement improved, with daily private message penetration among dual-active users increasing by over 3% year-on-year [2] AI Integration in Business - Kuaishou is deepening the application of AI technology across content and commercial scenarios, enhancing efficiency in key areas such as content understanding and marketing optimization [2][3] - The OneRec generative recommendation model and G4RL bidding model contributed approximately 4-5% incremental revenue to online marketing services [3] E-commerce Performance - E-commerce GMV grew by 15.2% year-on-year to 385 billion yuan, supported by various policies and tools that enhance user retention and trust [5] - The introduction of OneSearch improved product matching and user understanding, leading to a nearly 5% increase in search order volume [5] Video Production Capabilities - Kuaishou's AI video model, Keling 2.5 Turbo, has significantly improved video generation capabilities, reducing costs by approximately 30% [6][7] - The Keling AI platform has surpassed 45 million global users, generating over 200 million videos and 400 million images [7] Financial Outlook - The CFO indicated that Kuaishou's AI-related revenue is expected to exceed 1.4 billion USD for the year, more than doubling the initial target [8] Community and Content Engagement - The community interaction has strengthened, with daily private message penetration among dual-active users increasing by over 3% year-on-year [10] - Kuaishou's live streaming revenue reached 9.6 billion yuan, with a healthy growth in the number of signed agencies and streamers [11] International Expansion - Kuaishou is focusing on high-quality growth in international markets, particularly in Brazil, while optimizing customer acquisition and maintaining steady development [11]
白银有色:11月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-21 09:56
Group 1 - The company, Baiyin Nonferrous (SH 601212), announced that its 29th meeting of the fifth board of directors was held on November 21, 2025, via communication, where it reviewed the proposal for the third extraordinary shareholders' meeting of 2025 [1] - For the first half of 2025, Baiyin Nonferrous reported that its revenue composition was as follows: 67.92% from nonferrous metal mining, selection, smelting, and sales; 28.85% from nonferrous metal trading; 2.39% from other businesses; 0.71% from nonferrous metal services; and 0.13% from other sources [1] - As of the report date, the market capitalization of Baiyin Nonferrous was 34.1 billion yuan [1]
云煤能源:11月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-21 09:56
Group 1 - The core point of the article is that Yunmei Energy has held a temporary board meeting where a proposal to amend the company's board authorization management measures was approved unanimously [1] - Yunmei Energy's revenue composition for the year 2024 is as follows: coal coking accounts for 95.94%, equipment manufacturing for 2.87%, other businesses for 1.09%, and engineering construction for 0.1% [1] - As of the report, Yunmei Energy has a market capitalization of 4.7 billion yuan [1]
电科数字:11月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-21 09:56
Group 1 - The core point of the article is that 电科数字 (Electric Science Digital) held its 30th board meeting on November 21, 2025, to discuss the nomination of independent director candidates [1] - For the fiscal year 2024, the revenue composition of 电科数字 is as follows: software and information technology accounts for 95.42%, computer and communication and other electronic equipment manufacturing accounts for 5.05%, other businesses account for 0.1%, and internal offsets account for -0.57% [1] - As of the report date, the market capitalization of 电科数字 is 17.1 billion yuan [1] Group 2 - The article also highlights the importance of AI in empowering various industries while considering its impact on employment and income polarization [1]
跳水!超5000只个股下跌,创业板重挫4%!
Sou Hu Cai Jing· 2025-11-21 09:55
Market Overview - The market experienced a significant decline, with the Shanghai Composite Index dropping by 2.41%, the Shenzhen Component Index by 3.41%, and the ChiNext Index by 4.02% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.97 trillion, an increase of 257.5 billion compared to the previous trading day [1] Stock Performance - Over 5,000 stocks in the market fell, with nearly 100 stocks hitting the daily limit down [2] - The lithium battery industry saw a collective adjustment, with major companies like Tianqi Lithium and Ganfeng Lithium hitting the limit down [2][4] - The organic silicon concept stocks also experienced rapid declines, with companies like Chenguang New Materials hitting the limit down [2] - The storage chip sector continued to weaken, with stocks such as Demingli and Shikong Technology hitting the limit down [2] Lithium Industry Insights - The lithium battery sector faced a significant downturn, with major players like Ganfeng Lithium and Tianqi Lithium both hitting the limit down [3][4] - Since November, the futures contracts for lithium carbonate have been on the rise, but on November 21, the main contract hit the limit down [7] - The Dalian Commodity Exchange has made several adjustments to the trading and settlement parameters for lithium carbonate futures, including changes to transaction fees and daily opening limits [7] - Daiwa recently published a report expressing a conservative outlook on lithium prices for next year, predicting a range of 75,000 to 90,000 RMB per ton, indicating limited upward potential [8] Company Specifics - Two companies, Haixia Innovation and Pingtan Development, resumed trading after a suspension for stock price verification, but both stocks hit the limit down upon resumption [10][12] - Haixia Innovation reported a revenue of 92.06 million RMB for the first three quarters of 2025, a year-on-year increase of 4.75%, but a net loss of 17.24 million RMB [12] - Pingtan Development reported a revenue of 1.03 billion RMB for the first three quarters of 2025, a year-on-year decrease of 13.04%, but a net profit of 31.23 million RMB, a year-on-year increase of 38.39% [14] New Stock Performance - A new stock, Dapeng Industrial, saw a dramatic increase, with its price rising by over 1500% at one point, closing with a gain of 1211% and a total market capitalization of 7.253 billion RMB [16][17] - Dapeng Industrial specializes in precision cleaning equipment for the automotive and new energy sectors, aiming to meet the high-quality manufacturing needs of its clients [18]