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京报读书·人文丨《中华人民共和国经济史》《中欧大温泉》《〈庄子〉哲学引思》
Sou Hu Cai Jing· 2025-07-04 17:57
《中华人民共和国经济史(1949-1978年)》 中国人民大学编写组 中国人民大学出版社 中华人民共和国的成立,开启了中华民族伟大复兴的历史新纪元,中国经济现代化道路从此掀开了新的 一页。从1949年新中国成立至1978年中共十一届三中全会召开前,中国共产党团结带领中国人民进行广 泛而深刻的社会经济变革,建立社会主义经济制度,消除存在数千年的经济剥削制度,推进社会主义经 济建设和国家工业化建设。本书以时间序列为轴,从经济发展主线、发展目标、体制运行、建设成就、 国际地位提升和人民生活福祉等六个方面,集中体现中国经济建设和发展的历史进程,系统阐述中国共 产党领导人民在社会主义革命和建设中取得的伟大成就和宝贵经验。 那些名人与温泉的故事 波澜壮阔的新中国经济史 上海社会科学院出版社 一部关于温泉的历史会给读者带来哪些内容?其实温泉只是载体,温泉的历史不过就是围绕着温泉阐释 的人的历史。近代欧洲史专家大卫·克雷·拉奇带领我们走过一段从古希腊与古罗马时代的沐浴仪式到20 世纪末的温泉浴场的旅程。书中围绕温泉讲述了众多名人的故事,他们中有音乐家贝多芬,文学家歌 德、马克·吐温、屠格涅夫、托尔斯泰、果戈里、陀思妥耶夫斯基 ...
Simon Property Stock Gains 15.7% in Three Months: Will the Trend Last?
ZACKS· 2025-07-04 17:56
Core Insights - Simon Property Group (SPG) shares have increased by 15.7% over the past three months, outperforming the industry growth of 7.7% [1][8] - The company has a strong portfolio of premium retail properties in the U.S. and internationally, benefiting from healthy demand for retail real estate, high occupancy rates, and rent growth [1][4] Strategic Initiatives - SPG is focusing on enhancing omnichannel retail capabilities and expanding mixed-use developments, which are expected to support long-term growth [2][4] - The company has signed 259 new leases and 550 renewal leases in Q1 2025, indicating strong leasing momentum in a favorable retail environment [5] Financial Health - As of March 31, 2025, SPG had $10.1 billion in liquidity, a total secured debt to total assets ratio of 16%, and a fixed-charge coverage ratio of 4.6, indicating strong financial flexibility [9] - SPG has a corporate investment-grade credit rating of A- from S&P and A3 from Moody's, which supports its growth initiatives [9] Dividend Policy - SPG announced a quarterly common stock dividend of $2.10 for Q1 2025, marking the 13th increase in the past five years, with a payout growth of 9.09% during the same period [10]
长短英债收益率本周涨超7个基点,英国政治局势一度显著地推高政府融资成本
news flash· 2025-07-04 17:53
50年期英债收益率涨0.5个基点,报4.689%,本周累涨7.2个基点,7月1日跌至4.542%,7月2日反弹至 4.817%。 30年期英债收益率涨0.4个基点,报5.343%,本周累涨7.1个基点,7月1日跌至5.185%,7月2日反弹至 5.453%,周四和周五守住部分涨幅。 周五(7月4日))欧市尾盘,英国10年期国债收益率涨1.3个基点,报4.554%,本周累计上涨5.0个基 点,7月1日美股盘前跌至4.417%之后持续反弹,7月2日美股开盘时达到4.633%。 ...
CareTrust REIT (CTRE) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-07-04 17:47
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to their inherent risks and volatility [1]. Company Summary: CareTrust REIT (CTRE) - CareTrust REIT is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2]. - The stock has shown a historical EPS growth rate of 1.1%, but projected EPS growth for the current year is expected to be 20.9%, significantly outperforming the industry average of 0.8% [4]. - The company has demonstrated impressive cash flow growth, with a year-over-year increase of 67.6%, compared to the industry average of 2.7% [5]. - Over the past 3-5 years, CareTrust REIT has maintained an annualized cash flow growth rate of 12.5%, again surpassing the industry average of 3.1% [6]. - Recent upward revisions in earnings estimates indicate positive momentum, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month [8]. - CareTrust REIT has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, suggesting it is a solid choice for growth investors [10].
3 Reasons Growth Investors Will Love Palomar (PLMR)
ZACKS· 2025-07-04 17:47
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Palomar (PLMR) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Palomar has a historical EPS growth rate of 54%, with projected EPS growth of 39.3% for the current year, significantly outperforming the industry average of 2.8% [5]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 45.1%, which is substantially higher than the industry average of 14.3% [6]. - Over the past 3-5 years, Palomar's annualized cash flow growth rate has been 25.5%, compared to the industry average of 11.5% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Palomar have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [9]. - This positive trend in earnings estimate revisions contributes to Palomar's Zacks Rank of 1 (Strong Buy) and a Growth Score of B [10]. Group 4: Investment Potential - The combination of strong earnings growth, impressive cash flow growth, and favorable earnings estimate revisions positions Palomar as a potential outperformer and a solid choice for growth investors [11].
GigaCloud Technology (GCT) Earnings Call Presentation
2025-07-04 17:46
BaaS Overview - BaaS (Branding-as-a-Service) is designed to enhance the competitiveness of furniture suppliers by providing access to the Christopher Knight Home brand on the GigaCloud B2B Marketplace[13] - This service allows the brand to introduce third-party products under its label, expanding market presence in high-potential categories[16] - BaaS empowers qualified suppliers to leverage an industry-leading furniture brand, connecting them with customers more effectively in a wider market[12] Challenges Addressed - BaaS addresses challenges such as low purchase frequency, slow brand value accumulation, and difficulty for furniture suppliers to compete in a fragmented market[11] BaaS Structure & Support - The GigaCloud Brand Center provides strategic guidance, access to an established furniture brand, and quality control standards[19] - The GigaCloud Quality Center upholds rigorous quality standards through inspections and quality control processes[20] - BaaS participants can leverage the B2B Marketplace, fulfillment capabilities, and established customer base to accelerate growth and expand market reach[27] Benefits for Sellers - BaaS offers increased competitiveness, streamlined supply chain efficiency, and increased brand awareness for sellers[31] - Sellers gain access to brick-and-mortar opportunities through Wondersign Kiosk[31] Benefits for Buyers - Buyers benefit from the credibility and trust of an established brand, a broader product selection, and assured quality control standards[33] - Buyers also benefit from SFR (Supplier Fulfilled Retailing) model efficiencies and on-trend furniture design[33]
四川甘孜一地发生泥石流 灾害发生前两村133人已被转移
news flash· 2025-07-04 17:44
四川甘孜一地发生泥石流 灾害发生前两村133人已被转移 智通财经7月5日电,据央视新闻报道,受短时强降雨影响,7月4日17时50分左右,四川甘孜丹巴县巴底 镇沈足沟发生泥石流灾害。灾害发生前已提前转移沈足一村、沈足二村群众共63户133人,暂无人员伤 亡报告。相关灾情正在进一步核实中。灾情发生后,当地启动地质灾害Ⅳ级应急响应,组织救援力量开 展抢险救灾工作,转移群众均得到妥善安置。 ...
报道:主权财富基金科威特投资局据悉为34亿美元友邦保险股份的卖方
news flash· 2025-07-04 17:41
彭博汇编的数据显示,3.944亿股股份出售价为每股68港元。出售价较友邦周四在香港的收盘价折让 6%。该股周五下跌4.4%。 彭博援引知情人士报道称,科威特投资局(KIA)是以大宗交易方式出售268亿港元(约合34亿美元)友邦 保险股份的"未具名股东"。这家主权财富基金通过一系列大宗交易出售了友邦保险3.7%的股份。 ...
两年期德债收益率本周跌超4个基点,30年期德债收益率则累涨将近2个基点
news flash· 2025-07-04 17:41
2/10年期德债收益率利差涨1.174个基点,报+78.909个基点,本周累涨6.128个基点。 周五(7月4日))欧市尾盘,德国10年期国债收益率下跌0.8个基点,报2.607%,本周累计上涨1.5个基 点,7月1日美股盘前跌至2.542%,随后在7月2日反弹至2.675%。 两年期德债收益率跌1.8个基点,报1.816%,本周累跌4.4个基点,整体交投于1.875%-1.799%区间,7月 3日发布美国非农就业报告时显著回升,6月30日至7月3日震荡于1.860%下方,非农就业报告带来的反 弹迅速消退、并在7月4日持续走低;30年期德债收益率涨0.9个基点,报3.087%,本周累涨1.7个基点。 ...
中欧医疗健康增聘基金经理,“共管式增聘”已成行业趋势
news flash· 2025-07-04 17:34
7月4日,中欧医疗健康宣布增聘赵磊为共管基金经理,与葛兰共同管理该产品。中欧医疗创新等产品则 继续由葛兰单独管理。据Wind统计,截至6月底,今年共有来自122家基金公司的666只产品变更为"共 管式增聘",其中不乏多位知名百亿基金经理管理的产品。近一年来,中欧基金旗下也有29只产品实 行"共管式增聘"。从个体到团队化管理,是公募行业的重要转型方向之一。记者注意到,监管机构多次 发布相关政策指导,在基金行业推动团队制管理模式。(券商中国) ...