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X @Bloomberg
Bloomberg· 2025-07-01 02:08
Economic Outlook - Asia's manufacturing activity slowdown deepened in June, signaling a warning for the region's growth prospects [1]
2025年第一季度,美国PC市场迎来强劲开局,同比增长15%,全年增长动力或将减弱
Canalys· 2025-06-30 06:30
| Canalys | | (现并入 | Omdia | | )的数据显示, | | --- | --- | --- | --- | --- | --- | | 2025 | | 年第一季度,美国台式机和笔记本出货量同比增长 | | | 15% | | ,达到 | 1690 | | | 万台。由于厂商为应对关税政策调整而加大出货力度,导致渠 | | | | | 道库存大幅增加,后续面临清理库存的压力。与此同时,消费者支出减弱,将使得全年增长放缓。预计 | | | | | 2025 | 年全年 | PC | | 出货量年增长率仅为 | | | 2% | 。随着大量 | | Windows | 系统升级将在 | | | 2025 | 年 | 10 | 月 | | Windows 10 | | 服务终止后启动, | | 2026 | 年出货量增速有望回升至 | | 4% | | 。 | | | | | | 今年,企业对PC的采购需求预计将持续强劲,有望弥补消费市场的疲软。商用PC出货量预计将增长 8%,而消费市场PC出货量则预计下降4%,形成鲜明对比。 C analys( 现并入 Omdia)的研究总监 Ishan ...
X @The Economist
The Economist· 2025-06-30 01:20
If the upswings are now bigger than the downswings, as appears to be the case, things become much more complicated https://t.co/uKjqpFW0pX ...
5月末公募基金规模达33.74万亿元,货基、债基担当增长主力
Huan Qiu Wang· 2025-06-28 02:19
进一步来讲,以基金成立日为统计口径,5月共有20只新发债券型基金,合计募集362.11亿份,占公募基金总发行 份额的55.07%,单只平均规模达18.11亿份。其中,利率债、政策性金融债、中高等级信用债等低风险产品备受青 睐,占比超八成。 除了发行端资金踊跃外,5月份债券基金规模增量仍然来源于存量产品的资金"加购",5月份权益市场震荡,债券 基金依然是机构类客户避险的首选。 【环球网财经综合报道】近日,中国证券投资基金业协会公布数据显示,截至2025年5月底,我国境内公募基金资 产净值合计达33.74万亿元,较4月末增长0.62万亿元。 货币基金方面,继4月份规模大涨后,5月份货基规模再度增超4000亿元。在利率下行的大背景下,降准降息政策 使得银行存款利率处于下行通道。相比之下,货币基金能够配置短期流动性较高的国债、同业存单、央行票据及 商业票据等,收益来源也更加多元,涵盖利息收入、回购交易收益和投资组合优化收益等。 除了混合基金规模稍有下降外,股票基金、债券基金、货币基金和QDII基金的规模均较4月底有不同程度的增 长。其中,货币基金和债券基金延续了4月的增长势头,担当规模增长的主力。5月,货币基金净值环 ...
X @The Economist
The Economist· 2025-06-27 13:10
RT Mie Hoejris Dahl (@Miehdahl)Ecuador’s most wanted man, drug kingpin Fito, was captured Wednesday in @DanielNoboaOk’s gang crackdown. @kcsalmon & I interviewed President Noboa in Guayaquil and learned more about him & security challenges. Listen @TheEconomist, hosted by @djasonpalmer:https://t.co/e7CoOca1a5 ...
X @BBC News (World)
BBC News (World)· 2025-06-26 23:08
Migrant crackdown risks choking off critical supply of US workers https://t.co/nsQ2vgcxY2 ...
China Beige Book CEO: Saw a falloff 'in just about everything' in China's economy in June
CNBC Television· 2025-06-26 11:43
exclusive new data providing key insights into the state of China's economy. Joining us now, China Beige Book CEO Leland Miller. Let's just run down the uh the list of things that that where you're seeing clear evidence of of maybe some slowdowns.Uh Leland, how how many things can you point to would you say right now. Are there a half dozen. I mean, at least the whole month looked poor.Uh and this is this is a bit surprising because the May data, our May data, official May data looked very good and of cours ...
Why Should Prediction Markets Matter?
Bloomberg Originals· 2025-06-25 18:00
you think about it, it's not just um the market anymore. Now, you can bet on kind of anything, right. If you think about these election betting platforms, I I actually think prediction markets are fantastic because, you know, we're in this sort of era of informationational breakdown.It's so hard to sense make about what's true and what's not. Like if I want to know like what's the likelihood that this thing that you know some big political things happened and someone makes this statement about it I would go ...
Scena życia; jak tworzymy wspólną opowieść. | Mateusz Krzyk | TEDx5th Lyceum Legnica Youth
TEDx Talks· 2025-06-25 16:35
Dobrze. Zobaczcie jaka cisza nastąpiła. Przepiękna.Stał gość, nic się nie odzywał, na każdego popatrzył wszyscy. Kurczę, co sobie teraz myśli. Ja nie mogę.Zapomniał tekstu. A może jest wkurzony, bo wyciągnąłem telefon. A może nie wiem coś, może ze mną źle, może ze mną coś nie tak.Zobaczcie, ile rzeczy się dzieje poza słowami. Zobaczcie ile rzeczy dzieje się poza słowami. Kazał zgasić światło, to nie wypaliło, no ale stoi.No wkurzony. No widać, że wkurzony. Każdy z was myślał co innego.Pewnie. Może podobne m ...