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马斯克又一次「不务正业」,特斯拉股价又要遭殃?
美股研究社· 2025-07-09 11:25
以下文章来源于英为财情Investing ,作者Jesse Cohen 英为财情Investing . 全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包 括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。 来源 | 英为财情Investing 上周四美股提前收市,就业数据表现理想,带动标普500指数和纳斯达克综合指数双双创新高, 市场对经济的忧虑有所缓解。华尔街周五则因独立日假期休市。 | Name ▼ | Daily ▼ | 1 Week ▼ | 1 Month ▼ | YTD ▼ | | --- | --- | --- | --- | --- | | 틀 Dow Jones | +0.77% | +2.30% | +4.83% | +5.37% | | ■ S&P 500 | +0.83% | +1.72% | +4.65% | +6.76% | | 틀 Nasdaq | +1.02% | +1.62% | +5.48% | +6.68% | | ■ Small Cap 2000 | +1.02% | +3.5 ...
帮主郑重聊非农:就业数据这么猛,7月降息彻底没戏了?美元美债为啥崩了
Sou Hu Cai Jing· 2025-07-03 21:56
Group 1 - The June non-farm payroll data in the U.S. showed an increase of 147,000 jobs, significantly exceeding the market expectation of 106,000 jobs, and the unemployment rate decreased from 4.2% to 4.1% [3] - The strong employment data has diminished the likelihood of a Federal Reserve interest rate cut in July, with the probability dropping from 25% to 4% [3][4] - Market reactions included a decline in U.S. Treasury prices, with the 2-year and 5-year yields rising nearly 10 basis points, and the 10-year yield jumping to 4.34% [3] Group 2 - The report indicated that 73,000 of the new jobs were in state and local government, primarily in the education sector, while federal government jobs decreased by 7,000, suggesting that private sector growth was not as strong as anticipated [3] - Despite the strong employment figures, uncertainties remain regarding trade negotiations, and there are concerns about potential price pressures indicated by the services PMI [4] - The increase in U.S. Treasury yields and a stronger dollar suggest that dollar-denominated assets may become more attractive, while gold and other safe-haven assets could face pressure [4]
美股震荡收高,美上诉法院恢复特朗普关税令
Di Yi Cai Jing· 2025-05-29 22:58
三大股指盘中震荡,收盘略脱离日高。 *英伟达财报提振科技股 *美国上诉法院恢复实施特朗普政府关税政策 *美国一季度经济环比萎缩0.2% 当地时间5月29日(周四),美股主要股指收高,受英伟达业绩提振带动,科技股普遍上涨。与此同 时,市场关注美国法院就关税政策做出的裁决,以及相关宏观经济数据的影响。 截至收盘,道琼斯工业平均指数上涨117.03点,报42215.73点,涨幅0.28%;标准普尔500指数上涨23.62 点,报5912.17点,涨幅0.40%;纳斯达克综合指数上涨74.93点,报19175.87点,涨幅0.39%。 根据央视新闻,美国联邦上诉法院当日批准特朗普政府的请求,暂时中止一项下级法院禁止执行多个关 税行政令的裁决。 其他个股方面,波音上涨3.3%。公司首席执行官凯利·奥特伯格(Kelly Ortberg)表示,未来几个月内将 把737 MAX喷气式飞机的月产量提高至42架,并计划在2026年初进一步提升至47架。 百思买(Best Buy)下跌7.3%。该公司下调了全年同店销售和利润预期,理由是担忧关税因素将抑制消 费者对高价商品的购买意愿。 大宗商品市场方面,国际油价回落。WTI原油期货 ...
刚刚!暴涨1000点
Zhong Guo Ji Jin Bao· 2025-05-12 15:44
【导读】中美"休战"推动全球风险资产反弹 中国基金报记者泰勒 兄弟姐妹们啊,不出意外,今晚美股暴涨。 在米勒塔巴克公司的马特·马莱看来,中美达成贸易协议的消息无疑对股市是利好。接下来的问题是, 这一变化是否足以显著提振盈利增长。 5月12日晚间,受中美贸易谈判利好消息影响,美股开盘暴涨,道指涨约1000点,纳指涨超3.5%,标普 500指数涨超2.7%。 在美中贸易战出现缓和之际,市场风险偏好强劲反弹,推动股市大幅上涨。人们对全球两大经济体达成 更广泛协议的希望,令黄金和避险货币走低。 BMO私人财富管理公司的卡萝尔·施莱夫表示:"尽管只是暂时的,但中美之间关税的降幅超过预期,并 且建立了持续对话的框架,这正是股市所期待看到的。" 哈里斯金融集团的杰米·考克斯表示:"要达成一项真正的协议仍有很长的路要走,好消息是,这次暂停 为美国企业提供了更多适应时间,并在谈判再次陷入僵局时有机会制定应对方案。同时,如果运气好, 减税方案或许能顺利通过,投资者也就不必再担心贸易问题会妨碍税改了。" 标普500指数跃升约2.5%,突破特朗普4月2日"解放日"讲话后的震荡高点。大型科技股带动纳斯达克100 指数逼近牛市区间。随着 ...
Hotter-Than-Expected Nonfarm Payrolls for April
ZACKS· 2025-05-02 16:10
On this final trading day of the latest Jobs Week, a fresh Employment Situation Report has hit the tape from the U.S. Bureau of Labor Statistics (BLS) for the month of April. What we see is a headline +177K new jobs filled last month, above the +133K analysts had expected. The Unemployment Rate remained at +4.2%, as anticipated.While this is a good headline number, with considerably more jobs than needed to make up a wide swath of new retirees (roughly 100K per month), we also see some downward revisions fo ...
BLS Jobs +177K, Better than Expected; Unemployment +4.2%
ZACKS· 2025-05-02 15:30
Friday, May 2, 2025On this final trading day of the latest Jobs Week, a fresh Employment Situation Report has hit the tape from the U.S. Bureau of Labor Statistics (BLS) for the month of April. What we see is a headline +177K new jobs filled last month, above the +133K analysts had expected. The Unemployment Rate remained at +4.2%, as anticipated.While this is a good headline number, with considerably more jobs than needed to make up a wide swath of new retirees (roughly 100K per month), we also see some do ...
Shake Shack Q1 Earnings & Revenues Miss Estimates, Increase Y/Y
ZACKS· 2025-05-02 13:15
Core Insights - Shake Shack Inc. (SHAK) reported first-quarter fiscal 2025 results with earnings and revenues missing the Zacks Consensus Estimate, although both metrics increased year over year [1][2] - The stock experienced a marginal gain of 1.1% following the results [1] Earnings & Revenue Details - Adjusted earnings per share (EPS) were 14 cents, missing the estimate of 16 cents by 12.5%, but increased 7.7% year over year [2] - Quarterly revenues reached $320.9 million, falling short of the consensus mark of $328 million by 2.1%, yet showing a year-over-year increase of 10.5% [2] Sales Performance - Same-Shack sales increased by 0.2% year over year, a decline from the previous quarter's growth of 4.3% [3] - Shack sales rose 10.4% year over year to $309.8 million, below the expected $317.9 million [3] - Licensing revenues were $11.1 million, up 11.1% year over year, exceeding the forecast of $10.7 million [3] - Shack system-wide sales increased 10.4% year over year to $489.4 million [3] Operating Highlights - Operating income for the quarter was $2.8 million, compared to $0.03 million in the prior-year quarter [4] - Restaurant-level profit margin improved to 20.7%, up 120 basis points year over year [4] - Food and paper costs as a percentage of revenues decreased by 80 basis points to 27.8% [4] - Labor and related costs as a percentage of revenues reduced by 110 basis points to 28% [4] Expense and EBITDA Analysis - Total expenses for the quarter were $318.1 million, compared to $290.5 million in the prior-year quarter, slightly above the estimate of $326 million [5] - Adjusted EBITDA was $40.7 million, up from $35.9 million in the year-ago quarter, with an adjusted EBITDA margin expanding by 30 basis points to 12.7% [5] Balance Sheet Overview - As of March 26, 2025, cash and cash equivalents totaled $312.9 million, down from $320.7 million as of December 25, 2024 [6] - Long-term debt remained relatively stable at $246.5 million compared to $246.7 million as of December 25, 2024 [6] Future Outlook - For the second quarter of fiscal 2025, total revenues are expected to be between $346 million and $353 million, with licensing revenues projected between $11.9 million and $12.3 million [7] - For fiscal 2025, revenues are anticipated to be in the range of $1.4 billion to $1.5 billion, with a restaurant-level profit margin projected at about 22.5% [8] - The company expects to open approximately 45-50 company-operated locations and 35-40 licensed Shack openings in fiscal 2025 [8]
山鹰国际:2025年第一季度净利润3281.45万元,同比下降16.00%
news flash· 2025-04-29 10:11
山鹰国际(600567)公告,2025年第一季度营收为67.66亿元,同比增长1.45%;净利润为3281.45万 元,同比下降16.00%。 ...
美股巨震,业绩风暴考验来袭
天天基金网· 2025-04-29 05:31
上天天基金APP搜索【777】领 98 元券包 ,优选基金10元起投!限量发放!先到先得! 当地时间周一(4月28日),美股收盘涨跌不一。纳指小幅收跌,道指与标普500指数连续第五个交易日 上涨。英伟达跌逾2%,领跌美股科技七巨头。 市场聚焦即将发布的美股科技巨头财报,微软、苹果等龙头企业将在本周发布季度业绩。与此同时,本 周美股市场还将迎来包括非农就业报告、一季度GDP初值在内的多项重磅经济数据。 美股涨跌不一 市场关注科技股财报 美东时间4月28日,美股三大指数下探回升。截至收盘,道指涨0.28%报40227.59点,纳指跌0.10%报 17366.13点,标普500指数涨0.06%报5528.75点。 由于本周科技股财报季和美国就业数据来袭,美股三大股指盘中一度全面下跌。 美股尾盘,股市反弹,标普500指数收复1%的跌幅。 | 伦敦金现 | 伦敦银现 | COMEX黄金 | | --- | --- | --- | | 3343.560 | 33.136 | 3354.8 | | +24.800 | | | | COMEX白银 | SHFE黄金 | SHFE白银 | | 33.395 | 793.68 | ...
国际黄金触底回升 贸易谈判仍是关键因素
Xin Lang Cai Jing· 2025-04-29 02:49
贸易摩擦的余波也将通过美国供应管理协会(ISM)制造业数据以及加拿大和墨西哥的最新数据受到审 视。尽管美国第一季度GDP数据可能已经显得过时,但新的消费者信心调查和企业财报应该会提供更及 时的信息。本周的重头戏是周五公布的美国劳动力市场报告,这可能成为一个潜在的引爆点。如果数据 令人失望,美元指数可能下跌,为黄金走势提供更有利的背景。 【上一交易日黄金行情解析】 【要闻回顾】 尽管上周的市场走势和今日早盘表现显示市场趋于平静,但任何安全感都是脆弱的。在表面之下,关键 风险依然存在:贸易紧张局势、经济衰退担忧以及货币政策的不确定性都切实存在。正在进行的贸易谈 判仍是关键因素。如果美国在关税问题上坚持立场,或者谈判破裂,避险情绪可能会迅速回升,再次提 振对黄金的需求。 尽管贸易动态最近主导了市场情绪,但本周市场焦点将重新回到经济基本面和企业财报上,不过今天是 平静的一天。本周接下来的日程安排十分紧凑:主要经济体将公布国内生产总值(GDP)数据,中国4 月采购经理人指数(PMI)调查结果,以及科技股巨头"七巨头"的财报都将陆续公布。 国际黄金周一(4月28日)日K收涨,美市尾盘,国际黄金收报3343.74美元/盎司 ...