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Moneta Markets外汇:金商巨头高管套现 贵金属牛市格局
Xin Lang Cai Jing· 2026-02-16 16:35
2月16日,在近期贵金属市场的上行趋势中,企业内部人员的持仓变动引发了投资者的高度关注。 Moneta Markets外汇观察到,Gold.com(NASDAQ: GOLD)首席运营官 Brian Aquilino 在 2026 年 2 月 11 日执行了股票出售计划,累计减持 10000 股公司股票,套现金额达 595472 美元。虽然从表面上看, 高管在股价高位附近选择套现可能引起市场疑虑,但结合该股过去一年高达 104% 的惊人回报率来看, 这更应被视为资本增值后的合理利好兑现。该股目前在 61.34 美元附近波动,距离 52 周高点 66.70 美元 仅一步之遥。 针对此次内部交易的结构,Moneta Markets外汇表示,SEC 的 Form 4 文件揭示了更全面的信息。 Aquilino 在出售股票的同时,还行使了期权以每股 39.69 美元的低价购入了 10000 股公司普通股,涉及 金额 396900 美元。这种先买后卖的操作在某种程度上缓冲了减持带来的负面冲击。Moneta Markets外 汇认为,支撑该企业股价长期走强的核心在于其卓越的财务体质,InvestingPro 数据给出的 9 ...
Mhmarkets迈汇:避险情绪与通胀降温驱动金价回升
Xin Lang Cai Jing· 2026-02-16 16:35
2月16日,在经历前一交易日的剧烈抛售后,国际金价于周五展现出强劲的反弹势头。随着地缘局势的 再度升温以及美国最新通胀数据的出炉,市场避险情绪重新占据上风。4月黄金期货亦同步走高,攀升 至5054.15美元/盎司附近。Mhmarkets迈汇认为,尽管市场近期波动剧烈,但黄金在极端不确定性环境 下的对冲属性依然是支撑其价格回升的关键动力。 在贵金属板块整体回暖的背景下,白银在经历此前单日10%的深幅回撤后,周五反弹3.3%至77.73美元/ 盎司,而铂金也重回2000美元大关上方,报2081.95美元/盎司。从基本面来看,中东地区紧张局势的升 级——尤其是关于航母部署及相关谈判停滞的报道,显著推升了市场的安全资产需求。不过, Mhmarkets迈汇认为,劳动力市场的韧性依然为美联储的利率路径增添了迷雾。1月非农就业数据的强 劲表现使美元从周低点反弹,这在一定程度上抑制了贵金属的上行空间。 2月16日,在经历前一交易日的剧烈抛售后,国际金价于周五展现出强劲的反弹势头。随着地缘局势的 再度升温以及美国最新通胀数据的出炉,市场避险情绪重新占据上风。4月黄金期货亦同步走高,攀升 至5054.15美元/盎司附近。Mhma ...
GTC泽汇资本:逆势增持折射加密储备雄心
Xin Lang Cai Jing· 2026-02-16 16:35
在微观财务层面,GTC泽汇资本认为,净资产价值倍数(mNAV)的持续走低是当前加密财务领域不容 忽视的信号。数据显示,由于市场对加密相关企业的估值趋于保守,包括 Strategy 在内的多家巨头 mNAV 已跌破 1.0 的关键水位,目前徘徊在 0.90 左右。通常情况下,mNAV 低于 1 意味着市场对该公 司的定价低于其持有的实际资产价值,这虽然会增加后续融资增持的难度,但也可能孕育着估值修复的 机会。尽管该机构在第四季度录得显著亏损导致股价波动,但其股价在近期已展现出企稳迹象。 在微观财务层面,GTC泽汇资本认为,净资产价值倍数(mNAV)的持续走低是当前加密财务领域不容 忽视的信号。数据显示,由于市场对加密相关企业的估值趋于保守,包括 Strategy 在内的多家巨头 mNAV 已跌破 1.0 的关键水位,目前徘徊在 0.90 左右。通常情况下,mNAV 低于 1 意味着市场对该公 司的定价低于其持有的实际资产价值,这虽然会增加后续融资增持的难度,但也可能孕育着估值修复的 机会。尽管该机构在第四季度录得显著亏损导致股价波动,但其股价在近期已展现出企稳迹象。 综上所述,GTC泽汇资本认为,Strateg ...
JP Morgan Raises Target Price on Citi (C), Keeps Overweight Call
Yahoo Finance· 2026-02-16 16:35
Citigroup Inc. (NYSE:C) is one of the 10 Best Bank Stocks to Buy in 2026. On February 9, JPMorgan raised its target price on Citi by 3.1% to $134 (from $130), reiterating its Overweight rating on the stock. This target price change comes as JPMorgan updated its large-cap bank forecasts following the release of the 4th-quarter results. JP Morgan echoed what it said in its research notes for the other banks in its coverage, stating that it likes bank stocks for this market cycle, because of five factors: ...
1 Incredible Growth Stock to Buy Right Now With $200
Yahoo Finance· 2026-02-16 16:35
Many great growth stocks have been brought down in recent months as the market reassesses the threat that generative artificial intelligence (AI) poses to many existing businesses. The software industry has been hit hardest, but in some cases, it makes more sense than others. Many cybersecurity stocks, for example, have been repriced amid fears that AI developers will be able to replicate their capabilities for less. But few enterprises (if any) are going to put their cybersecurity needs in the hands of ...
今夜!人民币,突发!
Zhong Guo Ji Jin Bao· 2026-02-16 16:33
(原标题:今夜!人民币,突发!) 【导读】春晚之后,人民币汇率也涨了 中国基金报记者 泰勒 大家好,今晚都吃好喝好了吧!还有个好消息,人民币汇率又创下近期的新高了! 人民币汇率又涨了! 2月16日深夜,离岸人民币汇率继续保持强势,涨超100点,盘中升破6.89。 值得注意的是,与此同时,美元指数并没有出现 下跌。 高盛在最新的报告中指出,中国出口持续强劲增长和人民币汇率渐进升值是可以兼容的。预计今年人民币名义有效汇率将升值3%。 也有 分析称,人民币升值的背后原因之一是季节性因素。国内企业会在春节前向员工发放年度奖金。由于2026年春节在2月,从2025年年底到2026年2 月,为确保奖金的资金来源,往往会出现企业将资金从海外转回国内的动向。此外,更为根本性的人民币升值来自以创纪录的速度增长的贸易收 支顺差。 美股不开盘 2月16日深夜至17日凌晨,由于美国正值总统日假期,且A股市场因农历新年假期休市, 市场整体成交量稀疏。三大美股指 数期货小幅下跌。 好了不说了,我去放烟花了。 审核:木鱼 今夜!机器人的春晚! ...
中方驳回日方所谓交涉
Zhong Guo Ji Jin Bao· 2026-02-16 16:33
(原标题:中方驳回日方所谓交涉) 王毅外长的谈话掷地有声、激浊扬清,清楚阐明了中方严正立场,明确表达了中方维护国家核心利益的 坚定决心,全面展现了中方捍卫国际公平正义与和平稳定的责任担当。 我要反问日方,日本现职首相战后80年来首次公开声称台海有事构成日本可以行使集体自卫权的"存亡 危机事态",难道不是事实吗?德国战后对法西斯进行了全面清算,而日本却把甲级战犯作为"英灵"供 奉在靖国神社,日本政要络绎不绝去顶礼膜拜,难道不是事实吗?日本当年以所谓"存亡危机事态"为 由,对中国发动侵略,对美国实施袭击,难道不是事实吗? 今年是东京审判开庭80周年。当年日本以所谓"存亡危机事态"为由发动对外侵略,最终遭到可耻失败。 如果要走回头路,那是自取灭亡。如果再赌一次,只会败得更快,输得更惨!一切主张正义的国家和人 民,都有权利对日本的历史罪行进行再清算,都有责任坚决阻止日本军国主义死灰复燃。 来源:"中国驻日本大使馆"微信公号 问:日本外务省发表新闻稿称,针对中方在慕尼黑安全会议上就日本安保政策作出的"不恰当发言",日 方已向中方提出交涉。你对此有何评论? 答:日方所谓的交涉歪曲事实、颠倒黑白、纯属狡辩,完全于理不通!中 ...
Analyst sends stark $120 billion AI warning
Yahoo Finance· 2026-02-16 16:33
Everyone's been asking the same question about artificial intelligence: who's going to win? Chipmakers have soared. Software companies have rallied. Investors have bought into the idea that we're at the start of a major productivity boom. But Matthew Mish atUBS is asking something else entirely. He wants to know who's going to lose, and more importantly, how much damage they'll do on the way down. Mish runs credit strategy at UBS, which means he spends his days thinking about corporate debt. And what he ...
UFP Industries Features Innovative, Solutions-Focused Products at NAHB 2026 Builders Show
Prnewswire· 2026-02-16 16:32
UFP Industries Features Innovative, Solutions-Focused Products at NAHB 2026 Builders Show [Accessibility Statement] Skip NavigationORLANDO, Fla., Feb. 16, 2026 /PRNewswire/ -- UFP Industries, Inc. (NASDAQ: UFPI) and its family of companies showcased a collection of new products and brands at the 2026 NAHB International Builders Show aimed at providing customers with innovative time- and cost- saving solutions and driving the construction industry forward.Home with Arris exterior trim made with Surestone tec ...
Paying Off Debt Is Lonely? 'There Is No Applause For Discipline, No Encouragement When Motivation Drops'
Yahoo Finance· 2026-02-16 16:31
Paying off debt is supposed to feel freeing. And it does, eventually. But for many people grinding through thousands of dollars in payments, the journey feels surprisingly isolating. One Redditor who recently paid off $20,000 described the experience. “You quietly say no to plans, cut back, and grind through it while everyone else lives their life,” they said. “There is no applause for discipline, no encouragement when motivation drops just you and your bank app.” The Quiet Work No One Sees Many chimed ...