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2025 麥肯錫重磅預言:13項AI科技將重塑全球財富版圖!【邦妮區塊鏈】
📚個人英語 AI 教練黑五特賣這裡找:https://tinyurl.com/elsa-bonnie-nov-yt 📍11月18 號起黑五特賣月,最搶手的多個方案限時大優惠!Premium 跟 Pro 終身版都在本月出現大優惠!優惠碼只適用於資訊欄的專屬連結。結帳時使用優惠碼[BONNIE],享受超值折扣! #比特幣 #邦妮區塊鏈 #ai 精選內容 ⭐2025比特幣大跌!「這輪牛市」誰真的賺錢? ►https://youtu.be/Eu24E96X0Kc ⭐看完徹底改變未來!人類集體被AI取代?沒工作人生價值剩下什麼? ►https://youtu.be/QMzW312Xefg ⭐Arthur Hayes大爆:比特幣世紀大崩盤預言? ►https://youtu.be/2ppYShKb-3c 📍免費幣圈學習社群: 🔵 Telegram|https://t.me/+IjpxC7GEx7c5ZTJl 🟢 LINE 幣圈新手登機門:https://line.me/R/ti/p/@399zbjsc 🟢 LINE 社群:https://line.me/ti/g2/E_U0ehnMku15W1GvIdYKUO_pIfo5 ...
永金证券晨会纪要-20251105
永丰金证券· 2025-11-05 02:25
Market Overview - The report highlights the pressure on US stock markets due to Federal Reserve Chairman Powell downplaying further rate cuts, leading to a decline in major indices such as the Dow Jones, S&P 500, and Nasdaq [8][10] - Meta's significant earnings drop of 11.3% is attributed to excessive AI-related capital expenditures, impacting investor sentiment [8][10] - A trade agreement between China and the US for the purchase of 12 million tons of US soybeans is expected to benefit the US agricultural sector [8][10] Company Performance - Amazon's third-quarter results exceeded expectations, with strong growth in its cloud division, leading to a stock price surge of over 13% before closing down 3.2% [10] - Apple's fourth-quarter revenue reached $102.47 billion, a year-on-year increase of 7.9%, although iPhone revenue fell short of analyst expectations [10][12] - AIA Group reported a new business value of $4.314 billion, an 18% increase year-on-year, with annualized new premiums rising by 10% [12] Economic Indicators - The US Congressional Budget Office estimates that the government shutdown has caused at least $18 billion in economic losses, with potential short-term boosts to Q1 2026 growth [10] - The European Central Bank maintained its deposit rate at 2%, aligning with market expectations, while inflation in the Eurozone remains close to the 2% target [10][12] Stock Recommendations - The report recommends a buy for the stock of Mixue Group, citing strong performance in the first half of 2025 and a diversified product matrix following the acquisition of a beer brand [21] - Zhongchu Innovation (3931) is noted for benefiting from strong demand in the new energy vehicle and energy storage battery sectors, with optimistic long-term growth potential [21] Key Economic Data Releases - Upcoming economic data releases include China's manufacturing PMI for October, expected at 49.6, and Hong Kong's GDP growth for Q3, projected at 3% year-on-year [19]