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【UNFX课堂】华尔街的“鸽派狂舞”:当坏消息变成好消息,市场的逻辑游戏
Sou Hu Cai Jing· 2025-08-05 04:05
当然,这场派对并非人人有份。当你看到Nvidia和Meta这些AI宠儿像火箭一样蹿升,股价直冲历史新高 时,你可能会觉得整个市场都沐浴在阳光下。但别傻了,这只是"七巨头"的独角戏。他们依然掌握着定 价权,依然能把财报做得像艺术品,依然能在这个"悄悄走向萎缩"的世界里,给你画一张"增长"的大 饼。至于那些小盘股和周期性股票?它们就像派对上被遗忘的角落,努力跟上节奏,却总显得有些气喘 吁吁。 上周五,当美国劳工部发布了一份让经济学家们集体"手足无措"的疲软就业报告时,华尔街的交易员们 并没有选择"手足无措"。恰恰相反,他们选择了"手舞足蹈"。 标准普尔500指数和纳斯达克指数在周一上演了一场自五月以来最为壮观的单日涨幅,这哪里是反弹? 这简直是一份对"坏消息就是好消息"这本老旧剧本的"深情告白"。 是的,你没听错。当就业市场传来"咔嚓"一声,预示着可能从"冷却"走向"崩溃"时,华尔街的精英们却 像发现了新大陆一般,兴奋地将其解读为:"啊哈!就业疲软,美联储就得软!美联储一软,我们就敢 冲!"于是乎,两年期美国公债收益率应声暴跌,9月降息的几率瞬间飙升至95%——这哪里是预期降 息,这简直是把美联储的降息按钮焊死在 ...
美股三大指数集体高开,特斯拉涨超2%,中概股多数上涨
Group 1: Market Performance - The three major US stock indices opened higher, with the Dow Jones up 0.37%, Nasdaq up 0.99%, and S&P 500 up 0.62% [1] - Tesla shares rose over 2% after the company approved a stock award of 96 million shares to Elon Musk [1] - Spotify shares increased over 5% as the company plans to raise subscription fees in certain regions starting in September [1] Group 2: Company News - Tesla approved the grant of 96 million restricted stock units to Elon Musk, allowing him to purchase shares at $23.34 each, with vesting contingent on his role as CEO or in product development [6] - Sohu reported Q2 revenue of $126 million, with a significant reduction in net loss to $20 million compared to $34 million in the same period last year [7] - Tyson Foods reported Q3 sales of $13.884 billion, a 4% year-over-year increase, and adjusted EPS of $0.91, up 5% from the previous year, exceeding market expectations [9] Group 3: Industry Insights - The four major tech giants, Alphabet, Microsoft, Meta, and Amazon, have collectively spent $172 billion on capital expenditures this year, primarily for AI data center investments [5] - Goldman Sachs maintained its oil price forecast, expecting Brent crude to average $64 per barrel in Q4 2025 and $56 in 2026, despite risks from supply disruptions and potential demand declines due to US economic conditions [3]
财报前瞻 迪士尼(DIS.US)Q3营利有望同比双增 绩前获分析师唱多
Jin Rong Jie· 2025-08-04 07:05
Group 1 - Disney is set to release its Q3 earnings report for fiscal year 2025, with expected revenue of $23.75 billion and adjusted EPS of $1.48, both showing growth compared to the previous year [1] - The company's experience segment, which includes theme parks, resorts, and cruises, is anticipated to maintain strong demand [1] - In Q2 of fiscal year 2025, Disney reported revenue of $23.6 billion, a 7% year-over-year increase, and adjusted EPS of $1.45, a 20% increase from the previous year [1] Group 2 - UBS analysts raised Disney's target price from $120 to $138, citing robust demand for theme parks and improving profitability in the streaming business ahead of ESPN's new service launch [2] - Jefferies analysts emphasized that the upcoming quarter is crucial for shaping Disney's market narrative for the next two years, maintaining a "buy" rating with a target price of $144 [2] - Analysts are optimistic about Disney's future prospects due to strong trends in theme parks, new cruise capacity, and a robust content pipeline, along with the potential upside from full ownership of Hulu [2]
警惕!“培训贷”投诉扎堆,近七成大学生曾遭实习权益受损
Xin Jing Bao· 2025-08-04 02:29
数据新闻编辑陈华罗实习生吴雨航新媒体设计苗奇卉校对李立军 想找暑假实习吗?谷歌、微软、亚马逊、高盛、路易威登……这些名企都能去,心动吗? 但心动是有条件的,你可能需要花上万元的实习费才能进入公司。而且即便是花了几万元,也不一定能顺利实习,因为也有可能是诈骗。 没钱买实习岗位是吧,没关系,人先来,可以办一个贷款,然后再慢慢还。没有岗位要求的能力也没关系,可以先花钱培训,培训完给你安排实习。工作 没找到,就先给培训中介交一笔钱,或者背了一身贷。 这样的现象并不是个例,中国青年报社会调查中心曾对全国高校学生开展专项调查,结果显示68.2%的受访者表示身边同学有过实习权益受损经历。 付费实习、倒贴钱上班、中介欺诈、实习诈骗……这些实习骗局是如何编造出来的?"十个付费实习九个坑",为什么还有这么多大学生中圈套?他们的权 益该如何保护? 就业竞争激烈 大学生实习低年级化 "要求应届生,但最好有工作经验",被很多人调侃看似矛盾的招聘要求,其实是对毕业生提出要有实习经验的要求。 根据中国教育部和人力资源社会保障部2024年11月公布的数据,2025届中国大陆高校毕业生规模预计1222万人,同比增加43万人。随着大学毕业生人数 ...
但斌旗下东方港湾海外基金公布二季度持仓动向:继续重仓英伟达还不够,新进数字货币概念股Coinbase
Mei Ri Jing Ji Xin Wen· 2025-08-03 12:56
Core Insights - The U.S. stock market rebounded quickly in Q2 2025 after tariff friction, reaching new highs, with Oriental Harbor's overseas fund increasing its holdings to approximately $1.127 billion and expanding its portfolio to 13 stocks [1][3] Group 1: Fund Performance and Holdings - Oriental Harbor's overseas fund reported a significant increase in holdings, rising from $868 million at the end of Q1 to $1.127 billion by the end of Q2 [3] - The fund's primary focus remains on technology leaders, with Nvidia as the top holding, owning 1.2678 million shares, which saw a price increase of 45.77% in Q2 [3][4] - Google was notably increased in the portfolio, becoming the second-largest holding with 921,600 shares, and its stock price rose by 13.54% during the same period [4] Group 2: New Investments - In Q2 2025, Oriental Harbor initiated a position in Tesla, holding 198,300 shares, which rebounded with a 22.57% increase after a previous decline of 35.83% in Q1 [4] - The fund also entered a new position in Netflix, acquiring 42,800 shares, which appreciated by 43.6% in Q2 [4] - Additionally, the fund made its first investment in the cryptocurrency sector by purchasing 156,100 shares of Coinbase, which surged over 103% in Q2 [2][5] Group 3: Market Trends and Strategy - The digital currency sector showed strong performance in both U.S. and Chinese markets, with Coinbase positioned as a key player in connecting crypto assets with mainstream finance [5] - The investment strategy emphasizes companies that can "change the world," with a focus on AI technology, computing infrastructure, and applications [3][5] - The fund's domestic portfolio also heavily invests in ETFs closely related to U.S. stocks, with a total market value of approximately 930 million yuan [6]
“深感震惊和突然”!赵露思经纪公司回应
你有注意到吗?昨晚,赵露思发长文称"不用你们封杀我,我不干了"一事刷屏。沉默了一个晚上,其经 纪公司终于回应了! 银河酷娱传媒发文 事件回顾 8月2日,演员赵露思在微博中发出长文控诉经纪公司银河酷娱,还发出了重度焦虑症状、重度抑郁症状 的测评报告。 银河酷娱传媒称,一直在默默地承受巨大的压力并尽最大努力地减少负面影响和降低损失。对于艺人提 出的任何合理合法的要求,均会予以尊重井充分考虑。但希望赵露思女士后续勿再通过在互联网上发布 语焉不详之内容的方式,引导公众对相关事实产生错误的猜测。 天津银河酷娱已成立9年 公开资料显示,天津银河酷娱目前旗下艺人有赵露思、李九霖、刘特、漆培鑫、张开泰、卢东旭、唐振 超、熊万杨、杨可欣、范静雯、符淞等。 21热点观察室查询发现,天津银河酷娱文化传媒有限公司成立于2015年8月,法定代表人为吴晓珍,由 北京博方融智投资有限公司、天津利合文化传播合伙企业(有限合伙)等共同持股。 该公司对外投资有湖南银河酷娱文化传媒有限公司、东阳酷娱文化传媒有限公司等6家公司。 8月3日,@银河酷娱传媒发文:昨日获悉赵露思女士所发表的微博内容,深感震惊和突然。 银河酷娱传媒表示,从不存在任何违法或 ...
东方明珠获融资买入0.24亿元,近三日累计买入0.76亿元
Jin Rong Jie· 2025-08-02 01:12
Group 1 - On August 1, the financing buy-in amount for Oriental Pearl was 0.24 billion, ranking 666th in the two markets [1] - On the same day, the financing repayment amount was 0.30 billion, resulting in a net sell of 6.2372 million [1] - Over the last three trading days, the financing buy-in amounts were 0.31 billion, 0.21 billion, and 0.24 billion respectively [1] Group 2 - On August 1, the short selling amounted to 35,500 shares, with a net sell of 26,900 shares [1]
9点1氪|香港高院判决宗馥莉不得动用汇丰账户资产;微信提现手续费最低下限改为0.01元;武汉大学回应“图书馆事件”
3 6 Ke· 2025-08-02 01:00
Group 1 - The Hong Kong High Court ruled that the assets in the HSBC account under Jianhao Venture Co., Ltd. are trust properties benefiting the plaintiffs, and the defendant, Zong Fuli, is prohibited from withdrawing or transferring any assets from the account until a final ruling is made by the courts in Hangzhou [1] - Tencent announced a change in the WeChat withdrawal fee structure, with the minimum service fee now set at 0.01 yuan, effective from July 25 [2] Group 2 - Wuhan University is conducting a comprehensive investigation into the disciplinary actions against a student and the thesis of another student following a court ruling related to a harassment case [3] - Dongfeng Liuzhou Automobile responded to a video claiming that its truck could not withstand a collision with a Li Auto vehicle, stating that the video was used without authorization and misrepresented [4] Group 3 - Moderna announced a global workforce reduction of 10%, equating to nearly 1,000 employees, due to declining sales of its COVID-19 vaccine, with its stock price dropping over 8% following the announcement [6] - The three major telecom operators in China have unified their outbound marketing numbers to standardize telemarketing practices [7] Group 4 - Dazhongcheng Real Estate announced plans for privatization and delisting, proposing to repurchase shares at a cost of 29.32 billion Hong Kong dollars, citing market performance fluctuations as a reason [11] - TikTok merged its core product team with its trust and safety team to enhance platform responsibility, focusing on user experience and minor safety [12] Group 5 - Goldman Sachs is preparing to acquire ice cream manufacturer Froneri for an estimated valuation of $17.13 billion, with the deal expected to be signed as early as September [12] - Nintendo reported a first-quarter net sales of 572.36 billion yen, a year-on-year increase of 132.1% [15] Group 6 - Nova Fusion completed a 500 million yuan angel round financing, setting a record for the largest single financing for a private fusion company in China [16] - Manus launched a new feature called Wide Research, allowing the scheduling of over 100 intelligent agents to handle complex research tasks [17] Group 7 - Sony's PlayStation 6 specifications were revealed, indicating a performance increase of up to three times compared to the PlayStation 5, with a planned release around late 2027 [17]
中视传媒:多年来持续保障总台做好各类宣传任务,积极承担社会责任
Zheng Quan Ri Bao Wang· 2025-07-31 13:13
Group 1 - The company has been committed to supporting various promotional tasks for the central media over the years and actively assumes social responsibilities [1] - The core of the company's market value management is to ensure effective business management and long-term sustainable development [1] - The company aims to enhance its intrinsic value through steady operations and continuous innovation [1]
7/30财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-07-30 16:00
Core Viewpoint - The article provides a ranking of open-end funds based on their net asset value growth as of July 30, 2025, highlighting the top and bottom performers in the market [2][4][6]. Fund Performance Summary - The top 10 funds with the highest net value growth include: 1. Tongtai Huili Mixed C (1.1489) 2. Tongtai Huili Mixed A (1.1748) 3. Tianhong New Vitality Mixed Initiation A (1.8416) 4. Tianhong New Vitality Mixed Initiation C (1.8278) 5. Shenwan Lixin Consumption Growth Mixed A (1.4380) 6. Shenwan Saixin Consumption Growth Mixed C (1.3440) 7. Harvest Cultural and Entertainment Stock A (1.9870) 8. Harvest Cultural and Entertainment Stock C (1.9050) 9. Guotai Zhongzheng Steel ETF (1.4591) 10. Huaxia Zhongzheng Petrochemical Industry ETF (0.7368) [2][6]. - The bottom 10 funds with the lowest net value growth include: 1. Huitianfu Zhongzheng Hong Kong Stock Connect Automotive Industry Theme (1.0073) 2. Hong Kong Automotive ETF Fund (1.0437) 3. GF Zhongzheng Hong Kong Stock Connect Automotive ETF (1.2142) 4. Huaxia Zhongzheng Hong Kong Stock Connect Automotive Industry Theme ETF (1.2598) 5. Southern Zhongzheng Hong Kong Stock Connect Automotive Industry Theme Index Initiation A (1.1851) 6. Southern Zhongzheng Hong Kong Stock Connect Automotive Industry Theme Index Initiation C (1.1852) 7. GF Zhongzheng Hong Kong Stock Connect Automotive ETF Initiation Link C (1.0387) 8. GF Zhongzheng Hong Kong Stock Connect Automotive ETF Initiation Link A (1.0390) 9. Huaxia Zhongzheng Hong Kong Stock Connect Automotive Industry Theme ETF Initiation Link C (1.0099) 10. Huaxia Zhongzheng Hong Kong Stock Connect Automotive Industry Theme ETF Initiation Link A (1.0100) [4][6]. Market Analysis - The Shanghai Composite Index showed volatility with a high trading volume of 1.87 trillion, indicating a mixed performance in the market with 1,713 stocks rising and 3,559 falling [6]. - Leading sectors included tourism, oil, media and entertainment, home goods, steel, insurance, and chemical fiber, while multi-financial and electrical equipment sectors lagged [6].