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市场热点轮动迅速 稳健医疗接待近200家机构调研
Zheng Quan Shi Bao· 2025-06-27 17:56
获批复后,藏格矿业于6月25日召开电话会议,吸引多达167位机构投资者参与。会上公司表示,其对藏 青基金持有的麻米措矿业股权有优先收购权,根据协议约定,首期项目建成投产后启动股权收购。后续 具体收购时间及收购价格,需双方根据项目建设投产进度、项目估值情况来适时推进。 本周(6月23日至27日),A股涨幅明显。上证指数前半周连续3个交易日上涨,一周累计涨幅1.91%,指数 连续多个交易日收于3400点上方;深证成指上涨3.73%,周涨幅为今年2月以来最高;创业板指一周大 涨5.69%,为去年11月以来最大单周涨幅。 本周机构关注的话题围绕市场关心的稳定币、军工、固态电池、服务器和算力等展开,相对分散。稳健 医疗(300888)、藏格矿业(000408)、京北方(002987)、中航成飞(302132)等公司接待机构调研 数量居前。 本周接待机构调研最多的是稳健医疗,公司6月24日召开电话会议,共有194位机构投资者参与。公司主 要围绕"618"大促的表现、电商平台布局、2025年各品类增速等方面进行回应。 稳健医疗提到,公司消费品业务在今年"618"大促过程中整体表现较好,通过产品创新升级、新品迭 代、精准营销 ...
Kingstone's Reinsurance Program: Why it is a Cornerstone of Growth
ZACKS· 2025-06-27 17:55
Key Takeaways KINS raised its catastrophe reinsurance limit by $160M to $440M for the 2025/2026 treaty period. The expanded protection increased costs by only 10%, lowering cat cover to 12% of projected premiums. Reinsurance supports premium growth, improved combined ratio and better capital efficiency at KINS.Kingstone Companies Inc.’s (KINS) homeowners and dwelling fire book in the storm-exposed Northeast makes risk transfer through reinsurance essential to its business strategy.  Per its 2025/2026 Cata ...
Corebridge Exits Variable Annuity Block in $2.8B Reinsurance Deal
ZACKS· 2025-06-27 17:55
Key Takeaways CRBG is reinsuring its entire $51 billion variable annuity block in a $2.8 billion deal with CS Life Re. The move will generate $2.1 billion in net distributable proceeds after taxes and reduce tail risk exposure. CRBG boosts share buyback plan by $2 billion, with most proceeds earmarked for repurchases.Corebridge Financial, Inc. (CRBG) recently inked a deal with a subsidiary of Venerable Holdings, Inc., CS Life Re, to reinsure the entire block of variable annuities within its Individual Ret ...
乌称袭击俄空军基地 4架飞机被击中
news flash· 2025-06-27 17:53
金十数据6月28日讯,当地时间6月27日,乌克兰武装力量在社交媒体上表示,为削弱俄军对乌克兰领土 实施空袭的能力,当天凌晨,乌克兰特种作战部队、安全局与国防军其他单位协同作战,对俄联邦伏尔 加格勒州"马里诺夫卡"空军基地实施精确打击。据初步消息,4架飞机被击中,战机维修保障区域也遭 到破坏。目前,俄方飞机受损程度正在进一步核实。俄罗斯方面对此暂未回应。 乌称袭击俄空军基地 4架飞机被击中 ...
Festi hf.: Notification regarding execution of a buyback program
Globenewswire· 2025-06-27 17:50
At the Annual General Meeting of Festi on March 5, 2025, the shareholders approved to authorize the Board of Directors, pursuant to Article 55 of the Act on Public Limited Companies No. 2/1995, to purchase up to 10% of issued shares in the company. The purpose of the program is to reduce the company‘s share capital and/or to enable the company to meet its obligations according to stock option agreements with employees. The Board of Directors of Festi has, based on this mandate issued by the Annual General M ...
特朗普:立即终止与加拿大的所有贸易谈判
news flash· 2025-06-27 17:49
特朗普:立即终止与加拿大的所有贸易谈判 金十数据6月28日讯,美国总统特朗普在社交媒体最新发文:"我们刚刚得知,加拿大(一个极难与之开展贸易的国家)多年来 竟对我们的农民征收高达400%的乳制品关税——刚刚又宣布对美国科技公司征收数字服务税,这是对美国直接且公然的攻击。 显然,他们在效仿欧盟,而欧盟此前也采取了同样做法,目前正与我们就此进行磋商。鉴于这项恶劣的税收, 我特此宣布立即 终止与加拿大的所有贸易谈判,并将在未来七天内告知加拿大与美国开展贸易时需缴纳的关税。" ...
特朗普称已停止所有解除针对伊朗制裁的工作
news flash· 2025-06-27 17:48
特朗普称已停止所有解除针对伊朗制裁的工作 智通财经6月28日电,据央视新闻,当地时间6月27日,美国总统特朗普在其社交媒体平台"真实社交"上 发文表示,伊朗最高领袖哈梅内伊明知自己的声明是谎言,却宣称伊朗赢得了对以战争,而事实并非如 此。 特朗普称,伊朗的三个核设施被摧毁,而他确切地知道哈梅内伊藏身何处,他不会让以色列或者美国武 装部队终结哈梅内伊的生命。特朗普表示,在战争的最后关头,他还要求以色列调回一支规模庞大的空 军部队,这些空军部队直飞德黑兰,意图制造一场大战。这将是迄今为止最大规模的袭击,且将会造成 巨大的破坏,许多伊朗人将丧生。 特朗普表示,在过去的几天里,他一直在努力争取解除制裁以及其他一些措施,为伊朗提供更好的机 会,使其能够全面、快速、彻底地恢复元气,然而却遭到了反击。特朗普称其立即放弃了所有解除制裁 的工作。 当天稍早时,特朗普曾表示,将回应哈梅内伊关于赢得战争的声明。 ...
3 Resilient Consulting Stocks to Consider Amid Industry Woes
ZACKS· 2025-06-27 17:46
Ongoing geopolitical tensions, tariff-related uncertainties, and fears of a prolonged economic slowdown through 2026 are clouding the outlook for the Zacks Consulting Services industry. Budget cuts, delayed enterprise decision-making, and tightening client discretionary spending have further weighed on near-term prospects. However, strong demand for AI-driven transformation and a corporate push for cost optimization continue to serve as a saving grace. In this context, Stantec Inc. (STN) , CBIZ, Inc. (CBZ) ...
STZ's Wine & Spirits Rebound: Strategic Reset Fuels Momentum?
ZACKS· 2025-06-27 17:46
Key Takeaways STZ's wine & spirits sales rose 5% in Q4 FY25, with 11% organic growth driven by higher shipment volume. Divesting lower-end brands to The Wine Group aligns STZ with premiumization and brand equity goals. Cost-saving restructuring aims to deliver $200M+ in annual savings by FY28, boosting future profitability.Constellation Brands Inc.’s (STZ) wine & spirits business delivered a solid rebound in the fourth quarter of fiscal 2025, reflecting the success of its ongoing portfolio transformation. ...
Is HealthEquity (HQY) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2025-06-27 17:46
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth S ...