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分析师:伊朗的反应可能打击石油以外的全球经济
news flash· 2025-06-23 18:18
市场分析师Shawn Donnan表示,到目前为止,伊朗的初步反应可能是有限的。但这再次提醒人们,这 场冲突可能会以多种不同的方式打击石油以外的全球经济。导弹发射导致卡塔尔和阿联酋领空关闭,飞 往多哈和迪拜的商业航班中断。这是暂时的预防措施,如果是一次性的,事情很快就会恢复正常。但这 两个海湾国家是主要航空枢纽的所在地,如果在接下来的夏天发生这样的事件,将造成重大破坏。这不 是已经在应对关税和微薄利润影响的全球航空公司想要的。(新浪财经) ...
企业比特币热潮:18 家公司 5 天内增值 12.2 亿美元
Sou Hu Cai Jing· 2025-06-23 18:16
近期,比特币在企业之中的吸引力正以前所未有的速度上升,仅短短五天内,就有 18 家公司将近12. 2 亿美元的比特币纳入资产负债表。种种迹象表明,机构投资者正在加速入场,比特币正逐步从"投机工 具"转变为"公司战略资产"。到底是什么引发了这场热潮呢?是谁影响了谁?又会对比特币未来发展带 来哪些深远影响? 重磅收购:Saylor一出手就是 100 亿人民币 前"MicroStrategy"公司、现更名为"Strategy",这家公司可谓是比特币的"铁粉"。Michael Saylor再次刷 屏,他旗下公司一次性买入了多达 10100 枚的比特币,价值超过了 10 亿美元。此举不仅进一步巩固了 该公司"ALL IN比特币"的定位,也再次强化其在企业圈中作为"比特币采用风向标"的地位。 后续计划曝光:还有 14 家公司准备大手笔入场 除了 Strategy 这一惊人交易之外,还有 14 家企业已公开宣布将合计投入约11. 6 亿美元用于购买比特 币。部分计划如下: Metaplanet:计划通过发行2. 1 亿美元债券购入比特币 DDC Enterprise:筹集5. 28 亿美元资金 ANAP & H100 Gr ...
Anywhere Appoints Barri Rafferty as Chief Communications Officer and Head of Public Affairs
Prnewswire· 2025-06-23 18:15
Core Insights - Anywhere Real Estate Inc. has appointed Barri Rafferty as Chief Communications Officer and Head of Public Affairs to enhance its brand presence during its next growth phase [1][2] - Rafferty will oversee public relations, communications, government relations, and events, reporting directly to the President and CEO Ryan Schneider [2][3] - The company aims to strengthen its brands among various stakeholders, including brokers, agents, investors, and consumers, leveraging Rafferty's extensive experience in communications leadership [3][5] Company Overview - Anywhere Real Estate Inc. is a global leader in residential real estate services, operating renowned brands such as Better Homes and Gardens® Real Estate, CENTURY 21®, Coldwell Banker®, and Sotheby's International Realty® [1][6] - The company provides integrated services including franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance [6] - Anywhere Real Estate Inc. supports over 300,000 affiliated agents globally, focusing on innovation and integrity to enhance consumer experiences [6]
伊拉克、巴林、阿联酋关闭领空
news flash· 2025-06-23 18:14
当地时间6月23日晚,北京时间今天(6月24日)凌晨,伊拉克宣布关闭包括南部在内的全境领空。此前 位于伊拉克南部的巴士拉国际机场在白天时段允许航班起降。当地时间6月23日晚,北京时间今天(6月 24日)凌晨,伊朗导弹袭击了驻有上万美军的卡塔尔乌代德空军基地后,同样驻有美军的巴林民航部门 宣布暂时关闭领空。另据航班信息网站消息,也有美军驻扎的阿联酋目前也已关闭领空。(CCTV国际 时讯) ...
CIBC Private Wealth Group高级能源交易员Rebecca Babin:随着市场消化能源基础设施并非伊朗首选报复目标的迹象,原油价格正在回落。有迹象表明,美国可能事先收到了袭击的警告,这表明此番袭击更像是一种挽回面子的举动,而非真正的升级。
news flash· 2025-06-23 18:14
CIBC Private Wealth Group高级能源交易员Rebecca Babin:随着市场消化能源基础设施并非伊朗首选报 复目标的迹象,原油价格正在回落。 有迹象表明,美国可能事先收到了袭击的警告,这表明此番袭击更像是一种挽回面子的举动,而非真正 的升级。 ...
Why AI Makes REITs More Valuable
Seeking Alpha· 2025-06-23 18:12
Group 1 - The article discusses the importance of high-quality dividend growth stocks for generating a safe and growing passive income stream [1] - It highlights the focus on portfolio income growth rather than total returns, indicating a long-term investment strategy [1] - The author, Austin Rogers, is a REIT specialist with a background in commercial real estate, contributing to the High Yield Landlord investment community [1] Group 2 - The High Yield Landlord community offers exclusive research on the global REIT sector and provides access to multiple real money portfolios [1] - It features an active chat room and direct access to analysts, enhancing the investment experience for its members [1]
瑞穗分析师Robert Yawger表示,石油市场认为伊朗此次袭击表明其应对能力是无效的,而且它并没有从市场上减少任何石油。“我认为伊朗不会关闭霍尔木兹海峡。无论如何,这将是搬起石头砸自己的脚。如果他们关闭海峡,就会阻止他们向主要客户出口。”
news flash· 2025-06-23 18:10
瑞穗分析师Robert Yawger表示,石油市场认为伊朗此次袭击表明其应对能力是无效的,而且它并没有 从市场上减少任何石油。"我认为伊朗不会关闭霍尔木兹海峡。无论如何,这将是搬起石头砸自己的 脚。如果他们关闭海峡,就会阻止他们向主要客户出口。" 分析师:伊朗不会关闭霍尔木兹海峡 ...
Telekomunikasi Indonesia Is Likely To Bounce Back
Seeking Alpha· 2025-06-23 18:07
Michael (Mike) Dion is an FP&A leader with finance experience across multiple industries, including Telecom, Media and Entertainment, Hospitality, and Construction. He founded Mike's F9 Finance, a website that helps Finance professionals accelerate their careers. His investment approach is informed by both Fortune 100 and small business experience. He looks for value opportunities where other investors overreact to bad news or underreact to good news—always backed up by strong fundamentals and preferably a ...
U.S. House tells staffers not to use Meta's WhatsApp
CNBC· 2025-06-23 18:06
Meta is pushing back against a ban on WhatsApp from government devices.The Chief Administrative Officer (CAO) of the U.S. House of Representatives told staffers on Monday that they are not allowed to use Meta's popular messaging app. The CAO cited a lack of transparency about WhatsApp's data privacy and security practices as the reason for the ban, according to a report by Axios that cited an internal email from the government office.The CAO told House staff members in the email that they are not allowed to ...
Can Procter & Gamble's Pricing Power Keep Earnings Buoyant in 2025?
ZACKS· 2025-06-23 18:06
Core Insights - Procter & Gamble's (PG) pricing strength is a crucial element of its business strategy, aimed at enhancing consumer value, increasing profits, and maintaining a competitive advantage [1][10] - The company employs a value-based pricing strategy across various categories, reducing reliance on promotional discounts while sustaining market share [1][10] Pricing Strategy - PG's pricing strategy includes not only price increases but also ongoing product innovations that reinforce its premium positioning [2] - Innovations span all price tiers, particularly in the Fabric Care segment, and the company is optimizing skincare pricing in China with super-premium innovations under the SK-II brand [2] Financial Performance - In Q3 fiscal 2025, PG experienced a 1% increase in pricing, contributing to organic sales and gross margin growth [4] - The company anticipates pricing gains of 0.6% for both Q4 and fiscal 2025, with organic sales expected to grow by 1.9% and 2% respectively [4] Competitive Landscape - Major competitors in pricing strength include Colgate-Palmolive and Clorox, both of which are also leveraging pricing strategies to drive growth and offset external cost pressures [6][7] - Colgate reported a 1.5% improvement in pricing in Q1 2025, with expectations of a 2.5% pricing benefit in 2025 [7] - Clorox has seen a 240 basis point year-over-year gross margin expansion despite a sales decline, emphasizing its strategic pricing and cost-saving measures [8] Valuation and Earnings Estimates - PG's shares have declined approximately 3.8% year-to-date, compared to a 1.8% decline in the industry [11] - The company trades at a forward price-to-earnings ratio of 22.67X, higher than the industry average of 20.19X [12] - The Zacks Consensus Estimate for PG's fiscal 2025 and 2026 EPS indicates year-over-year growth of 2.9% and 3.6% respectively, with stable estimates for fiscal 2025 and upward revisions for fiscal 2026 [13]