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宋清辉:美股三大指数皆创新高 估值泡沫和宏观环境风险不容忽视
Sou Hu Cai Jing· 2025-10-26 04:33
Group 1 - The three major US stock indices have reached new highs, driven by macroeconomic data, monetary policy expectations, and the profitability of technology giants [1][5] - The "Magnificent Seven" index of major tech companies has also hit a new high, reflecting investor confidence in their earnings potential and growth [1][5] - The recent US core inflation data has decreased, strengthening market expectations for the Federal Reserve to end its tightening cycle and potentially lower interest rates [1][5] Group 2 - The US Consumer Price Index (CPI) for September showed a year-on-year increase of 3% and a month-on-month increase of 0.3%, both below market expectations [5] - The core CPI for the same month rose by 3% year-on-year and 0.2% month-on-month, with both figures down 0.1 percentage points from previous values [5] - The probability of the Federal Reserve lowering interest rates this month is estimated to be between 98% and 99%, with a significant increase in the likelihood of a December rate cut [5] Group 3 - The earnings season for US companies is showing positive momentum, with over 86% of the reported S&P 500 companies exceeding analyst expectations [6] - The importance of corporate earnings data has increased in the current market environment, with analysts noting that the third-quarter performance has been satisfactory so far [6] - Despite the new highs in the stock market, there are risks related to valuation bubbles and uncertainties in the macroeconomic environment [6]
The Gross Law Firm Reminds Shareholders of a Lead Plaintiff Deadline of August 8, 2025 in Vestis Corporation Lawsuit – VSTS
GlobeNewswire News Room· 2025-06-18 13:27
Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Vestis Corporation regarding a class action lawsuit due to allegations of misleading statements and failure to meet growth expectations [1][3]. Allegations and Financial Impact - The allegations state that Vestis Corporation provided overly positive statements while concealing material adverse facts about its business growth capabilities [3]. - On May 7, 2025, Vestis announced disappointing financial results for Q2 2025, withdrew its revenue guidance for the full fiscal year, and provided lower-than-expected guidance for Q3 2025, attributing the poor performance to lost business and lower customer volume [3]. - Following the announcement, Vestis' stock price plummeted from $8.71 per share on May 6, 2025, to $5.44 per share on May 7, 2025, marking a decline of approximately 37.54% in one day [3]. Class Action Details - The class period for the lawsuit is defined as May 2, 2024, to May 6, 2025, and shareholders are encouraged to register for participation [3][4]. - The deadline for shareholders to seek lead plaintiff status is August 8, 2025, and there is no cost to participate in the case [4]. Firm's Commitment - The Gross Law Firm aims to protect investors' rights and seeks recovery for those who suffered losses due to misleading statements or omissions by companies [5].