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Mayfield: China's chip crackdown isn't a game changer for this bull market
Youtube· 2025-10-10 11:27
Got to start with that Nvidia news. The idea of uh Chinese regulators and the government cracking down on on chip imports of Nvidia's chips. Uh what that could mean for the broader markets especially considering the waiting of Nvidia.>> Yeah, I mean obviously it's not good news. I mean we we saw some of the the news uh about rare earths a couple days ago as well. I I think putting the screws uh to the US a little bit ahead of the next round of negotiations u makes a lot of sense.you know, as far as Nvidia, ...
历史新高!7千亿“铜王”涨疯了
格隆汇APP· 2025-09-25 10:31
作者 | 哥吉拉 数据支持 | 勾股大数 据(www.gogudata.com) 继刚果 ( 金 ) 对钴出口政策调整引发钴概念股大涨之后,近日一则铜矿事件,再度点燃 A 股工业金属大涨行情。 截至 9 月 25 日 A 股收市,工业金属板块整体上涨 1.31% ,板块主力资金净流入近 16 亿元,表现位居多数概念 前列。 | | 9月25日A股热门板块涨幅TOP10 | | | | --- | --- | --- | --- | | 板块名称 | | 涨幅� 主力金额 | | | 1 | 其他电源设备 | +2.56% | +38.16 7 | | 2 | 游戏 | +2.46% | +9867万 | | 3 | 互联网电商 | +1.54% = +1.46/4 | | | प | 工业金属 | 41:31% .. +15.85亿 | | | ર | 影视院线 | +1.08% | +91187 | | 6 | 风电设备 | +0.96% | +1.70 Z | | 7 | 金属新材料 | +0.59% | +4.82 7 | | 8 | 软件开发 | +0.57% | +9205万 | | ਰੇ 通信设备 ...
瑞银:工业金属整体前景改善 铜和铝中期基本面仍然吸引
Zhi Tong Cai Jing· 2025-09-22 09:41
Group 1 - UBS reports that industrial metal prices are supported by positive macroeconomic factors, including US interest rate cuts, a weaker dollar, confidence in AI trade, and China's anti-involution policies along with potential additional stimulus measures from China [1] - The overall outlook for industrial metals is improving, with the risk of a significant short-term demand slowdown diminishing, while the medium-term fundamentals for copper and aluminum remain attractive [1] - UBS has raised its copper price forecasts for this year and next by 3%, from $4.24 and $4.68 per pound to $4.37 and $4.80 respectively, due to limited supply growth and recovering traditional demand [1] Group 2 - UBS has increased its earnings estimates for Zijin Mining (601899), Luoyang Molybdenum (603993), and Jiangxi Copper (600362) by 4%, 5%, and 5% respectively for this year, and by 9%, 6%, and 5% for next year [2] - The firm has also raised its earnings forecasts for China Hongqiao, Aluminum Corporation of China (601600), and Tianshan Aluminum (002532) by 5% to 8% for next year [2]
2026中国跨境电商交易会全球招商启动|万亿商机,等您来拓!
Sou Hu Cai Jing· 2025-07-01 07:21
中国跨境电商交易会(简称"中国跨交会")创办于2021年,是由商务部外贸发展事务局等权威机构联合主办的国内跨境电商行业规模最大、专业性最强的 年度盛会之一。展会每年3月18日-20日在福州海峡国际会展中心举办,已成为中国跨境电商发展的"风向标"和"晴雨表",并成为国内首个获得国际展览业 协会(UFI)认证的跨境电商展会。 2026年第六届中国跨交会具有特殊意义,既是展会第二个五年规划的开局之作,也是推动行业高质量发展的重要平台。本届展会以"更好、更高、更远"为 宗旨,在往届成功经验基础上进行全面升级:展览规模扩大至7.2万平方米,预计吸引超过2500家展商;创新设立AI贸易等前沿展区;采用"线上+线下"双 线融合的创新模式。同期举办的2026中国跨境电商大会将发布行业年度发展报告,为全年行业发展指明方向。 作为每年三月如期举办的行业盛会,中国跨交会已成为检验行业发展成果、预判市场趋势的重要平台。2026年展会将充分发挥"开春第一展"的引领作用, 持续为跨境电商行业高质量发展注入新动能、开辟新路径。 3.18 核心价值 展会定位与影响力 第六届中国跨境电商交易会(The 6th China Cross-Bord ...
Big Market Gains on Tariff Delay, Improved Consumer Confidence
ZACKS· 2025-05-27 22:36
Market Overview - The pause on EU tariffs significantly influenced market activity, with the Dow gaining +740 points (+1.78%), S&P 500 up +118 points (+2.05%), Nasdaq increasing by +461 points (+2.47%), and Russell 2000 rising +50 points (+2.48%) [1] Company News - Salesforce announced its intention to acquire Informatica for $8 billion, resulting in stock gains for both companies [2] - Box reported Q1 earnings of 30 cents per share, exceeding estimates by 5 cents, with revenues of $276 million surpassing the $274.4 million forecast, leading to an 11% increase in its stock [5] - Okta's Q1 earnings of 86 cents per share on $688 million in sales beat estimates but the stock fell by 10% due to lower full-year revenue guidance and concerns about the economic environment [5] Consumer Confidence - The May Consumer Confidence report showed a headline index of +98.0, up +12.3 points from April, with the Present Situation index at 135.9 (+4.8 points) and the Expectations Index at 72.8 (+17.4 points) [3] Investor Sentiment - 44% of investors believe the stock market will be higher in the next 12 months, indicating a positive sentiment shift since the tariff delays [4] Upcoming Earnings - Anticipation surrounds NVIDIA's Q1 earnings report, with shares up +3% and a 44% increase since April 4, as the "AI trade" gains momentum [6] - Earnings reports from Macy's and Salesforce are expected, along with the minutes from the recent Federal Open Market Committee meeting [7]