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贸易风波再起,茅台和Labubu你选谁?
Sou Hu Cai Jing· 2025-06-17 15:47
今天某报爆出消息,欧盟突然取消中欧高层经济对话,因为他们认为在贸易问题没有进展的情况下与中国进行讨论毫无意义。 A股闻声又进入,"看不看盘都无所谓"的时间。 科技板块在昨天好不容易涨了一把,今天又全线调整。 A股的科技板块说到底,现在还是有点贵,特别是2月下旬到4月上旬的这波调整,进行得不太彻底,估值还没有得到应有的消化。 以申万计算机板块为例,阶段最大跌幅为25%,随后就开启弱反弹。从近三年的数据来看,计算机板块每次充分调整的幅度在30-35%。 截至今日收盘,计算机板块市盈率(TTM)仍然高达80倍,处于近3年94%的分位点。这种情况下,科技板块仍然有不小的下行的空间和风险。 港股方面,今天全天基本弱势下行,好不容易站上了24000点,今天又丢了。不过我们近期仍然坚持看多港股,一是突破关键点位,二是美联储的降息预期 给港股带来的流动性利好。 港股创新药今天大跌近5个百分点,真是来得快,去得也快。 我们组合定投的广发中证香港创新药ETF联接(QDII)A仍然小有赢利,根据我们的传统,遇大跌就加仓两份。 港股科技板块今天也略微调整,我们组合中的国证港股通科技指数市盈率(TTM)降到22.8倍,仅贵过近三年18 ...
ROSEN, A LEADING LAW FIRM, Encourages Iovance Biotherapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – IOVA
GlobeNewswire News Room· 2025-06-17 15:46
NEW YORK, June 17, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) between May 9, 2024 and May 8, 2025, both dates inclusive (the “Class Period”), of the important July 14, 2025 lead plaintiff deadline. SO WHAT: If you purchased Iovance securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. ...
更新!厦门:各小区涨跌排行榜
Sou Hu Cai Jing· 2025-06-17 15:45
今天,带来的是:厦门各区最新的二手房成交数据。 临近6月中旬,夏至日也即将到来,接下来户外的气温将会稳步升高,在"出门要有过命交情"的气温硬 控之下,从过往年份看,每年这个时期的看房人数会锐减。 很多人在讨论厦门下半年的房价将会如何,何时入手、出售将是最佳时机,但人心难逃"追涨杀跌"的赌 徒心理。 近期,厦门各个区域的二手房成交价位排名,你们都了解吗?而近十年的历史,厦门每逢低谷过后,就 会物极必反,焕发全新的市场热度,这一次,还会再次上演吗? 本期成交单价最高的是6.66万/㎡,最低则有9904元/㎡,4万/㎡以上的主要都是以岛内(思明、湖里 区)为主。 | | | | 厦门:各小区最新成交价 | | 【公众号:地产梦想家】 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 17-47 | 散块 · | 以城 · | 房源 | 图书 · | 成交易给 = | 成交申报 == | 域交天数 = | 同价 (万) · | 政协比例 · | | 1 | THE MAR | ni di | 碧山路 1室1厅 15,75 ...
Dutch Bros Ramps Up Expansion: Are Same-Shop Gains Holding Up?
ZACKS· 2025-06-17 15:45
Key Takeaways BROS revenues rose 29% in Q1 2025, driven by new shop openings and higher shop productivity. System same-shop sales grew 4.7%, supported by steady transaction increases across locations. BROS plans 160 new shop openings in 2025, aiming for 2,029 total shops by 2029.Dutch Bros Inc. (BROS) is rapidly expanding its footprint, backed by focused investments in real estate, development and construction. The company’s enhanced site selection process and commitment to boosting new shop productivity ...
Integer (ITGR) 2025 Conference Transcript
2025-06-17 15:42
Integer (ITGR) 2025 Conference June 17, 2025 10:40 AM ET Speaker0 at a time, But Speaker1 thank you, both of you, for being here and really looking forward to the discussion. And anyone in the audience has questions, please feel free to raise your hand. We'll try to get your question in. So I'm gonna direct this to both of you, but maybe, know, Joe, any initial comments to start us off, timing of the the kind of the rain pass, you know, why don't we just start there and then we can get into the business? Sp ...
基于“三步走”的黄金交易策略
Guohai Securities· 2025-06-17 15:39
证券研究报告 2025年06月17日 基于"三步走"的黄金交易策略 胡国鹏(证券分析师) 陈艺鑫(证券分析师) S0350521080003 S0350525010003 hugp@ghzq.com.cn chenyx03@ghzq.com.cn 1 最近一年走势 相关报告 -13% -6% 1% 8% 15% 22% 2024-06 2024-09 2024-12 2025-03 沪深300 《 6月月报:等待破局*胡国鹏,袁稻雨》——2025-06-03 《全球ETF格局演变与中国市场未来机遇——ETF系列报告(一)*袁稻雨, 胡国鹏》——2025-05-30 《业绩基准如何选择*袁稻雨,胡国鹏》——2025-05-29 相对沪深300表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 沪深300 | -0.8% | -1.2% | 9.6% | 请务必阅读报告附注中的风险提示和免责声明 2 核心提要 请务必阅读报告附注中的风险提示和免责声明 3 u 1、交易黄金可以拆分为3个小目标:目标1是确定黄金长期趋势(宏观视角),目标2是分析黄金战略配置价值 ...
机械行业专题报告:摩托车行业2025年1-5月数据更新
Guohai Securities· 2025-06-17 15:38
-17% -5% 7% 19% 31% 43% 2024/06/17 2024/10/15 2025/02/12 2025/06/12 机械设备 沪深300 《机械行业专题报告:摩托车行业2025年4月海关数据更新(推荐)*机械设 备*张钰莹》——2025-05-28 证券研究报告 2025年06月17日 机械设备 机械行业专题报告:摩托车行业2025年1-5月数据更新 评级:推荐(维持) 张钰莹(证券分析师) S0350524100004 zhangyy03@ghzq.com.cn 最近一年走势 相关报告 《机械行业专题报告:摩托车行业2025年1-4月数据更新(无评级)*机械设 备*张钰莹》——2025-05-20 《灵巧手专题系列报告2:传感器:从第一性原理出发,灵巧手如何获得多模 态"感觉"(推荐)*机械设备*张钰莹》——2025-05-19 相对沪深300表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 机械设备 | -2.9% | -9.2% | 24.3% | | 沪深300 | -0.4% | -3.3% | 9.4% | 摘要 ü 1 ...
Amprius: A Triple-Digit Revenue Growth Story
Seeking Alpha· 2025-06-17 15:38
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
GATEGROUP CLOSES CHF 1.4B REFINANCING TO STRENGTHEN FINANCIAL POSITION AND SUPPORT LONG-TERM STRATEGY
Globenewswire· 2025-06-17 15:38
Zurich, June 17, 2025 – gategroup Holding AG and its subsidiaries (“gategroup” or the “Group”) have successfully closed a comprehensive refinancing package consisting of a EUR 675 million term loan, a USD 500 million term loan and a CHF 300 million multicurrency revolving credit facility. The transaction supports the Group’s ongoing transformation, enhances its financial flexibility and positions it for continued growth. The new financing marks gategroup’s debut as a Term Loan B (TLB) issuer and was priced ...
欧洲STOXX 600指数初步收跌0.72%,报542.96点。欧元区STOXX 50指数初步收跌0.77%,报5298.35点。富时泛欧绩优300指数初步收跌0.74%,报2152.63点。
news flash· 2025-06-17 15:36
欧洲STOXX 600指数初步收跌0.72%,报542.96点。 欧元区STOXX 50指数初步收跌0.77%,报5298.35点。 富时泛欧绩优300指数初步收跌0.74%,报2152.63点。 ...