宏观环境不确定性
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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
美股三大指数皆创新高 科技巨头业绩影响走势 内地经济学家宋清辉分析,美股三大指数迭创新高,是宏观数据、货币政策预期,以及科技巨头盈利能力共同驱动的结果。上周 美股「七巨头」指数再录新高,凸显投资者对大型科技公司盈利能力和增长潜力充满信心。另一方面,美国核心通胀数据回落, 极大强化市场对美联储提前结束紧缩周期,并进一步降息的预期。他强调,温和的通胀走势显著削弱美联储内部「鹰派」对降息 的抵制,为避免因过度刺激引发通胀二次反弹,联储局料采取「谨慎渐进」的降息步伐,「本季美国大概率降息2次,每次降息 25个基点」。 通胀数据温和 降息预期持续升温 美国9月CPI表现温和,使得美联储今季2次降息预期持续升温。受此影响,隔夜美股三大指数皆创历史新高,标指、纳指、道指 分别收涨0.79%、1.15%和1.01%,全周升幅分别为1.92%、2.31%和2.2%。华尔街交易员认为,投资者在美国政府「停摆」引发的 「数据真空期」内,开始聚焦上市公司财报,企业盈利数据的重要性有所提升,「三季报表现so far so good(目前为止一切顺 利)」。分析称,美联储在「非衰退」环境中的降息利于美股,美国中高收入家庭消费支出的韧性, ...
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].