来源：环球市场播报 北京时间12月23日晚，美股周二早盘小幅下跌。美国三季度GDP增长4.3%远超预期，令投资者下调了 对明年降息的押注。 本周美股交易时间将因节假日而缩短。纽约证券交易所将于美东时间周三下午1点提前收盘，并于周四 （圣诞节）休市。周五将正常交易。 周二经济数据面，一份周二发布的延迟报告显示，受强劲的消费者支出推动，美国经济在第三季度的增 长速度远高于预期。 美国商务部在其对第三季度经济增长的初步估算中表示，7月至9月期间，美国国内生产总值（GDP）增 长了4.3%。道琼斯通讯社调查的经济学家此前预计增幅为3.2%。 美国10月份耐用品订单较前月下降2.2%，预估为下降1.5%。50位经济学家的预测区间为增长-4.5%至增 长1.0%。美国人口普查局公布，9月份增长0.7%。不含运输品的新订单10月份增长0.2%，9月份为增长 0.7%。不含国防用品的新订单10月份下降1.5%，9月份为增长0.1%。 扣除飞机，不含国防用品的资本品订单10月份增长0.5%，9月份为增长1.1%。扣除飞机，不含国防用品 的资本品出货10月份增长0.7%，9月份为增长1.2%。 道指跌22.41点，跌幅为0.05 ...

早晨浏览新闻时，发现国际金价再次攀升，纽约黄金期货价格达到了每盎司4328美元，国内的金店也不甘落后，足金首饰的标价从1300元至1350元不等，周 大福和六福珠宝的售价为1348元一克，老凤祥稍显便宜，为1345元一克，菜百首饰的价格更为亲民，足金999的价格仅为1302元一克。 常州金店和扬州金店也提供了各自特色的贵金属价格，常州金店的黄金和铂金价格分别为每克1300元和598元，扬州金店以更低的价格吸引顾客，黄金和铂 金的价格分别为每克1220元和500元。 黄金市场的走势确实难以捉摸，上周还有观点认为价格已到顶点，国际金价便突破了4000美元大关，传统的估值方法似乎都失效了，金银比、金油比等旧指 标不再准确，华尔街不断推出新策略，一边炒作AI股票，一边大量购入黄金进行对冲，使得金价波动加剧。 全球最大的两只黄金ETF今年已经悄然买入了277吨黄金，总持仓量接近1530吨，这些金条被安全地存放在保险库中，让人不禁猜测，这是真的看好金价上 涨，还是担心股市崩溃后无处藏身，对于普通消费者来说，购买金饰时需要关注回收价，购买时每克可能多花几百元，未来若想出售，可别让差价吃亏。 与回收市场相比，价格犹如过山车般 ...

Group 1 - Select Medical Holdings Corporation (NYSE:SEM) is recognized as one of the best dividend stocks to buy, with an average price target suggesting a 34% upside and a Street high indicating a 41% upside [1][2] - The company reported Q3 2025 results with revenue reaching $1,363.4 million, reflecting a year-over-year increase of 7.2%. Revenue growth was noted in critical illness recovery hospitals (4.6%), rehabilitation hospitals (16.2%), and outpatient rehabilitation segments (4.3%) [2] - A cash dividend of $0.0625 per share was paid on November 25, indicating the company's commitment to returning value to shareholders [2] Group 2 - The board announced a share repurchase initiative with a capacity of up to $1 billion, extending the program's duration to December 31, 2027 [3] - For FY2025, Select Medical estimates total revenue between $5.3 billion and $5.5 billion, with Adjusted EBITDA projected between $510 million and $530 million, and diluted EPS expected to range from $1.14 to $1.24 [3] - Select Medical operates hospitals and outpatient clinics across the U.S., specializing in various medical conditions including heart and lung issues, neurological and orthopedic problems, cancer, work-related injuries, pediatric care, and sports rehabilitation [4]

Core Insights - Tecnoglass Inc. (NYSE:TGLS) is recognized as one of the best stocks to own for long-term investment, particularly for grandchildren [1] - The company has shown strong financial performance and investor confidence, reaffirming its full-year 2025 financial guidance despite short seller allegations [2] - Tecnoglass has an active share repurchase program, indicating management's confidence in the company's growth potential and undervalued fundamentals [2] Financial Performance - In September 2025, Tecnoglass declared a quarterly dividend of $0.15 per share, amounting to an annualized $0.60, payable on October 31 [3] - The company generates 95% of its revenue from the U.S. and is the second-largest glass fabricator in the U.S. [4] - Tecnoglass operates a 5.8 million square-foot manufacturing complex in Barranquilla, Colombia, serving various markets [4] Market Presence - The company participated in the D.A. Davidson 24th Annual Diversified Industrials & Services Conference, reinforcing its engagement with investors [3] - Tecnoglass's premium products are featured in notable projects such as Salesforce Tower in San Francisco and One Thousand Museum in Miami [4]

Core Insights - Cosan S.A. (NYSE:CSAN) has garnered significant hedge fund interest, placing it on the list of the 10 Cheapest Penny Stocks to Buy Now [1] - HSBC downgraded Cosan S.A. from "Hold" to "Reduce" and lowered its price target from $1.50 to $1.13 on September 23, 2025 [2] - The downgrade is attributed to substantial declines in the stock prices of Cosan's key units, with Raizen down 22% and Rumo down 15% over the past three months [3] Financial Performance - The conglomerate discount for Cosan S.A. has widened from 30% to 35%, indicating increased dilution risks from recent equity offerings [3] - Despite the short-term portfolio weakness, HSBC noted potential medium- to long-term benefits such as reduced leverage, improved governance, and enhanced infrastructure investment [4] Business Operations - Cosan S.A. operates in fuel distribution and energy markets through its businesses: Raizen Compass, Moove, Rumo, and Radar [4] - The company is recognized as one of the 10 Cheapest Penny Stocks to Buy Now, highlighting its perceived undervaluation in the market [4]

Group 1 - Illinois Tool Works Inc. (ITW) is recognized as one of the 11 Best Value Dividend Stocks to buy currently [1] - The company operates in the global industrial manufacturing sector across seven segments, including automotive components and food service equipment, utilizing an "80/20 Front-to-Back" strategy to focus on profitable customers and products [2] - ITW has prioritized efficiency, customer-driven innovation, and disciplined portfolio management, divesting non-core units to enhance focus and allowing divisions to tailor solutions to customer needs [3] Group 2 - On August 4, ITW announced a 7.3% increase in its quarterly dividend to $1.61 per share, extending its dividend growth streak to 53 years, which positions it as a strong value stock with dividends [4] - As of September 26, ITW's stock has a dividend yield of 2.47% [4]

Core Viewpoint - Enterprise Products Partners L.P. (NYSE:EPD) has successfully restored the Seaway crude oil pipeline system after a leak, which is a positive development for the company and its operations in the midstream sector [1][3]. Group 1: Pipeline Restoration - The Seaway pipeline was shut down on August 12 due to a leak in southeast Houston, disrupting crude oil flow [1]. - Shipments resumed gradually, with operations restarting on the evening of August 14, although the company did not disclose the extent of the oil impact from the leak [2]. - The price of WTI crude at MEH in East Houston was $1.25 above WTI at Cushing on August 14, reflecting a 45-cent increase compared to the price before the leak [3]. Group 2: Company Overview - Enterprise Products Partners L.P. is a Texas-based provider of midstream services for natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products [5]. - The Seaway pipeline connects Cushing, Oklahoma, to Freeport, Texas, linking to the Enterprise Crude Houston (ECHO) terminal, which serves as a hub for Midland crude in Houston [1][4]. - ECHO stores oil for customers and connects them to major Texas Gulf Coast refineries and marine terminals for local and international distribution [4].

Core Viewpoint - Jim Cramer expresses skepticism regarding Keurig Dr Pepper Inc.'s decision to acquire JDE Peet and subsequently split into two beverage companies, indicating that this strategy may not be wise for a beverage company [2][3]. Company Analysis - Keurig Dr Pepper Inc. (NASDAQ:KDP) has seen its shares decline by 21% since the announcement of the acquisition and split, suggesting a negative reception from the market [2]. - Cramer questions the rationale behind splitting into two entities, highlighting confusion over the operational implications, particularly regarding the production of coffee machines [2][3]. Market Sentiment - The market appears to align with Cramer's views, as evidenced by the significant drop in KDP's stock price following the announcement [2].