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小摩前瞻壳牌(SHEL.US)Q2“成绩单”:交易逆风拖累业绩 EPS或现两位数下滑
Zhi Tong Cai Jing· 2025-07-08 10:08
摩根大通近日发布研报分析壳牌(SHEL.US)2025年二季度业绩,受交易逆风冲击,预计该公司每股盈利 (EPS)将下降两位数百分比,现金流表现相对较好但仍难阻股价滞后。该行还提到,交易疲软具备行业 共性,或将影响其他巨头。虽然该行认为壳牌二季度将表现不佳,但因投资逻辑具有韧性与杠杆优势, 维持"增持"评级。周一,壳牌也发布业绩预警,称其第二季度天然气和石油交易业绩将显著低于前三个 月。 观点:交易疲软,EPS无疑将下滑 ii)综合天然气产量900-940千桶油当量/日,液化天然气产量640-680万吨,均达到指引;iii)上游产量1660- 1760千桶油当量/日,中点较此前指引上调约50千桶油当量/日(摩根大通预期为1659千桶油当量/日);iv)营 销业务收益预计环比上升(与摩根大通预期的11亿美元一致); 3)经营现金流。已缴税款28亿-36亿美元(第一季度为29亿美元)。营运资本-10亿至-30亿美元(摩根大通预 期+15亿美元);衍生品-10亿至-30亿美元(摩根大通预期无);4)成本。运营支出环比基本持平,综合天然气 的折旧、损耗及摊销(DDA)预计较高(14亿-18亿美元,第一季度为14亿美元 ...
X @Andy
Andy· 2025-07-08 09:57
Top Ethereum L2s by TPS today:1. Base2. Molten Network3. Polygon PoS4. Arbitrum One5. Gravity6. Worldchain7. Unichain8. Ethereum (L1)9. Xai10. OP Mainnet11. Ink12. WINR13. Abstractt14. Proof of Play (Boss)15. PlumeTotal TPS averaging around 380. Higher. https://t.co/1Va69RpsUy ...
Despite earlier stoking, Trump officials faceplant with Epstein conspiracy theorists
MSNBC· 2025-07-08 05:00
Now, apparently we're back in business. This one went up recently in Washington. Also about eight feet tall.It's really big. It shows Trump's signature thumbs up photo pose smashing down onto the crown of the Statue of Liberty. It says in bronze letters across the front, dictator approved.And then on the four sides of the base, it has four quotes from dictators, all praising Trump. There's a a a quote praising Trump from Vladimir Putin, one from Victor Orban, one from Jaer Bolsinaro, and one from uh Kim Jon ...
X @Decrypt
Decrypt· 2025-07-08 03:12
US Politician’s Tweet Revives Cultural Debate Over UAPs► https://t.co/W5LXtiNahC https://t.co/W5LXtiNahC ...
X @The Economist
The Economist· 2025-07-08 03:00
There are currently 95 proscribed groups in the UK. But with the Palestine Action it is the first time these laws have been used against a group that primarily targets property, not humans https://t.co/XBVSuBEDmm ...
X @Unipcs (aka 'Bonk Guy') 🎒
many watch coins pump super hard and feel a mix of greed, frustration, and annoyance at themselves for failing to size in before the move... because 'they saw it before the pump and could have gotten in'and they promise to size in as soon as that one coin dips and gives them a good entrybut they become too chicken when that dip finally comes'what if it dips a lot more?''what if it doesn't bounce?''what if...?'and on they go, fading the opportunity they were presentedonly to go through the motions again when ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-07-07 18:39
The answer is none of the people leaving sentiment reviews are *buyers* of anything (slight generalization)Negative reviews from people with no capital (or airdrops to sell) don't make a difference against market makers and teams with 7-8 figs in funding to paint a chart.The "cognitive dissonance" is literally just airdrop farmers on Ethos downvoting a project that didn't give them free money that they felt they were entitled toJampzey.hl (@Jampzey):trying to understand the cognitive dissonance we are seein ...
Why Young People Are Struggling
For the first time in our nation's history, a 30-year-old isn't doing as well as his or her parents were at 30. If a man hasn't cohabitated or been married by the time he's 30, there's a one in three chance he ends up a substance abuser. When a young man doesn't have the guardrails of a romantic relationship, he often times channels that energies into video games, porn, and conspiracy theory.If you want to score above your weight class economically and romantically, get out a big spoon. Get ready to eat End ...
X @aixbt
aixbt· 2025-07-07 11:56
kraken joining the 39 MiCA licensed CASPs clubpassporting to 450M+ consumers across 30 countriesbbva following their playbook with btc/eth tradingxstocks already doing $1.5M volumeeurope figured out the rulebook first ...
跨境支付(CIPS)概念涨2.36%,主力资金净流入33股
Core Viewpoint - The cross-border payment (CIPS) concept has shown a significant increase of 2.36%, ranking fifth among concept sectors, with notable stocks experiencing substantial gains [1][2]. Group 1: Market Performance - As of July 7, the CIPS concept saw 51 stocks rise, with Zhongyi Technology hitting a 20% limit up, followed by Xunxing Co., Shiji Information, and Jingbeifang also reaching their limit up [1]. - The top gainers in the CIPS sector included Huafeng Superfiber, New Guodu, and Lakala, which increased by 10.66%, 7.43%, and 4.33% respectively [1]. - Conversely, the biggest losers were *ST Tianyu, *ST Rindong, and Zhongke Software, which fell by 3.39%, 2.63%, and 1.70% respectively [1]. Group 2: Capital Inflow - The CIPS concept attracted a net inflow of 2.052 billion yuan, with 33 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2]. - Qingdao Jinwang led the net inflow with 680 million yuan, followed by China Merchants Bank, Zhongyi Technology, and Ping An Bank with net inflows of 303 million yuan, 265 million yuan, and 246 million yuan respectively [2]. - The top stocks by net inflow ratio included Qingdao Jinwang at 44.37%, Zhongyi Technology at 20.32%, and Shiji Information at 19.96% [3].