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“巴菲特效应”强大!日本散户“跟风”狂买主要商社股票
智通财经网· 2025-06-04 01:42
公司治理改革在影响个人投资者的股票选择过程方面也发挥着重要作用。东京证券交易所正计划鼓励企 业进行股票分割,此举将使散户投资者更容易参与交易。因为东京证券交易所的交易采用每 100 股为一 单位的交易单位,股票分割将降低最低投资金额。 虽然巴菲特的影响力推动了交易公司的股价上涨,但这些公司自身在过去一年里也在努力扩大股东群 体。在 2023 年底重新修订的 NISA 系统推出之前,三菱商事公司进行了 3 比 1 的股票拆分,降低了最 低投资金额。三井物产公司在去年 6 月底也进行了股票拆分,将最低投资金额减半。 智通财经APP获悉,日本的散户投资者已开始将资金投向贸易公司股票,而这些公司得到了伯克希尔· 哈撒韦公司(BRK.A.US)的大力支持,传奇投资者沃伦·巴菲特看重的是这些公司的强劲商业模式和丰厚 的股东回报。 SBI 证券投资市场研究部门的员工Naomi Kurimoto说道:"许多散户投资者认为自己的价值投资风格与 沃伦·巴菲特的风格相契合,因为巴菲特就是以这种方式进行投资的。他们倾向于效仿他的做法——'如 果巴菲特在买入,那我也就跟着买'。"她还表示,在报告中出现巴菲特的名字会增加由散户投资者推动 ...
英国担任第二十五届中国国际投资贸易洽谈会主宾国
Zhong Guo Xin Wen Wang· 2025-06-03 14:38
中新网广州6月3日电 (记者许青青)第二十五届中国国际投资贸易洽谈会(以下简称"投洽会")组委会3日在 广州举办专场推介会介绍,本届投洽会将于今年9月8日至11日在福建厦门举办,英国将担任主宾国,江 苏省担任主宾省。 本届投洽会将设立全球合作国际投资服务、新质生产力、专精特新企业国际合作等专题展区,举办主宾 国英国投资合作交流活动、金砖国家数字经济对接交流、RCEP经贸合作交流等活动。联合国贸易和发 展会议首次联合中国城市主办未来投资大会,会议将聚焦全球投资最新动态的持续演变和价值链的重 组,深入探讨地缘政治、新技术的快速进步、产业政策的不断变化对国际投资及全球生产网络的影响。 大会期间,还将发布《世界投资报告(2025年中文版)》《中国外资统计公报(2025年)》《中国对外投资 统计公报》等权威报告。(完) (文章来源:中国新闻网) 据介绍,投洽会是国家六大展会中唯一以投资为主题的展会。在广州推介会上,来自伊朗、厄瓜多尔、 匈牙利、塞内加尔、比利时、土耳其、乌兹别克斯坦等国54位驻华总领馆代表,及38个国家和地区的官 方投资促进机构和商协会代表参加。 资料显示,2024年,英国是对华投资最大的欧洲国家,也是 ...
OECD第二次下调全球增长预测,称美国是受关税打击最严重国家之一
Hua Er Jie Jian Wen· 2025-06-03 13:50
Group 1 - OECD has significantly downgraded the global economic growth forecast for 2025 from 3.3% to 2.9%, attributing this to the impact of Trump's trade policies [1] - The U.S. economic growth forecast has been halved from 2.8% to 1.6%, which is considerably lower than previous predictions made in March [2] - OECD's chief economist warns that the deteriorating economic outlook will affect global growth, with slowing growth and trade contraction impacting income and employment [2] Group 2 - The assessment reveals that Trump's policies are a pressing threat to the global economy, with no immediate solutions in sight [3] - Trade retaliation from U.S. partners, worsening confidence, and financial market re-pricing could exacerbate the situation [3] - The U.S. Federal Reserve Board member indicated that tariff policies will significantly contribute to rising inflation in the U.S. [3] Group 3 - OECD emphasizes that alleviating trade tensions and reducing tariffs are crucial for reviving growth and investment, but the effects of such measures will not be immediate [4] - The organization warns of increasing fiscal risks for countries due to significant spending pressures in defense, climate, and aging populations [5] - OECD calls for governments to cut unnecessary spending and expand the tax base to increase revenue [5]
【财经分析】经合组织再次下调全球经济增长预期 贸易不确定性增强如何应对
Xin Hua Cai Jing· 2025-06-03 13:41
Core Viewpoint - The OECD has revised down its global economic growth forecasts for 2025 and 2026 to 2.9%, reflecting increased trade barriers and economic uncertainty [1][2]. Economic Outlook - The OECD predicts that global economic growth will be particularly weak in 2025, with a global output increase of only 2.5%, and the U.S. economy growing by just 1.1% [3]. - The report highlights that the economic slowdown is concentrated in the U.S., Canada, and Mexico, while China and other economies are expected to see smaller downgrades [3]. Inflation Trends - The overall inflation rate for G20 countries is expected to gradually ease from 6.2% in 2024 to 3.6% in 2025 and 3.2% in 2026, with trade barriers' inflation impact offset by falling oil prices and slowing economic growth [4]. - The U.S. is an exception, with inflation rates projected to be higher than previously expected, at 3.2% and 2.8% for 2025 and 2026, respectively [4]. Trade Barriers and Economic Risks - The report indicates that rising trade barriers and policy uncertainty are likely to further suppress global growth and increase inflation [7]. - The potential for increased tariffs by the U.S. could lead to retaliatory measures from trade partners, exacerbating financial market risks and reducing global demand for key commodities [7]. Policy Recommendations - The OECD suggests that countries should prioritize avoiding further trade fragmentation and barriers, advocating for multilateral cooperation to reduce tariffs and trade tensions [8]. - It emphasizes the need for cautious monetary policy to ensure public debt sustainability and to promote domestic investment and growth [8]. Investment Climate - The OECD's chief economist noted that investment has been declining since the global financial crisis, which hinders economic growth, and called for bold policy reforms to stimulate investment in the digital and knowledge economy [9].
南京商旅收盘上涨9.97%,滚动市盈率93.39倍,总市值29.48亿元
Sou Hu Cai Jing· 2025-06-03 10:19
Company Overview - Nanjing Commercial Travel Co., Ltd. focuses on commercial trade and tourism, with main products including textiles, machinery, chemical raw materials, metal materials, non-metallic ores, tourism services, and retail goods [1] - As of March 31, 2025, the company had 30,086 shareholders, a decrease of 906 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Financial Performance - For Q1 2025, the company reported revenue of 191 million yuan, a year-on-year decrease of 7.98%, and a net profit of 3.51 million yuan, down 80.03% year-on-year, with a gross profit margin of 22.30% [1] - The current stock price is 9.49 yuan, reflecting a 9.97% increase, with a rolling PE ratio of 93.39, marking a new low in 27 days [1] Industry Comparison - The average PE ratio for the trade industry is 44.34, with a median of 33.80, positioning Nanjing Commercial Travel at 31st place within the industry [1] - The industry average market capitalization is 8.69 billion yuan, while the median is 7.29 billion yuan [2]
36万亿债务高悬!美国移民金卡闹剧,中美博弈的明牌与暗棋
Sou Hu Cai Jing· 2025-05-31 22:24
Group 1 - The ongoing economic relationship between China and the United States is a significant variable influencing the global economy, especially in the context of trade and financial disputes [1] - The U.S. stock market has experienced significant fluctuations from 2007 to 2025, with a notable rise from a low of around 6000 points in 2009 to a peak of 45000 points by December 2024 [2] - The trade protectionism policies implemented by Trump, including tariffs on China, have disrupted global supply chains and heightened inflation concerns [4] Group 2 - The U.S. stock market faced a sharp decline from 45000 points in December 2024 to 36600 points by April 2025, a drop of nearly 9000 points, prompting policy adjustments from Trump [5] - China's stock market also experienced a significant drop, falling 220 points from 3300 to 3050, but is viewed as having a lower valuation compared to the U.S. market [6] - The U.S. has engaged in quantitative easing, resulting in a total debt of approximately 36.7 trillion dollars, with a looming repayment pressure of 6.5 trillion dollars by June 2025 [8] Group 3 - The trade conflict between the U.S. and China remains a potential source of volatility, with past tariffs being reduced but still subject to future negotiations [11] - China's stock market holds significant growth potential amidst the U.S.-China economic rivalry, emphasizing the need for improved capital market infrastructure and investor confidence [12] - The integration of technology and finance is crucial for the healthy development of China's stock market, which is essential for sustainable economic growth [14]
9点1氪:顺丰回应寄丢5万元手镯仅赔67元;胖东来“红内裤案”宣判:段某赔偿40万,道歉30天;瑞幸咖啡否认降价到6.9元
36氪· 2025-05-30 16:02
Group 1 - SF Express is currently unable to reach an agreement with a customer regarding compensation for a lost high-value bracelet, valued at 50,000 yuan, and is continuing negotiations [4] - Tianfu Long Group has received approval from the China Securities Regulatory Commission for its initial public offering and listing on the Shanghai Stock Exchange [1] - Jiewate Microelectronics has submitted its listing application to the Hong Kong Stock Exchange, with CITIC Securities as the exclusive sponsor [2] Group 2 - Luckin Coffee clarified that the recent price drop to 6.9 yuan for certain drinks is part of a promotional campaign, not a permanent price reduction [5] - BYD's brand and public relations manager stated that there is no basis for claims that BYD is akin to "Evergrande of the automotive industry," emphasizing the financial stability of Chinese automakers [7] - Nezha Auto's debt-to-equity swap plan has failed, with only limited support from suppliers, and the company is facing significant financial challenges [7] Group 3 - Xiaomi has appointed former CTO of FAW Nanjing, Chen Guang, as the head of perception for its autonomous driving division [8] - The International Table Tennis Federation reported a profit of 1.5 million USD for 2024, with a significant increase in revenue driven by commercial rights and event operations [11] - Bawang Tea Ji reported a net profit of 677 million yuan for Q1 2025, a year-on-year increase of 13.8%, with a total GMV of 8.23 billion yuan [18] Group 4 - Panasonic Home Appliances has entered into an AI collaboration with Alibaba Cloud to enhance the smart features of its products [17] - Alibaba Cloud launched its first AI-native development environment tool, Tongyi Lingma AI IDE, which integrates advanced programming capabilities [16] - The Japanese medical beauty market has surpassed South Korea in size, with a market value of approximately 296 million yuan [11]
反转,黄金引爆更大风暴
Jin Tou Wang· 2025-05-30 10:08
隔夜,现货黄金探底回升,亚市一度触及5月20日以来最低3245.88美元,随后展开反弹,盘中最高触及3330.92美元,收报于3317.59美元。今日欧市盘 中,黄金震荡下跌,目前在3297美元附近徘徊。 关税又有新变数! 隔夜,美股三大股指集体高涨,截至收盘,道指涨0.28%,报42215.73点;纳指涨0.39%,报19175.87点;标普500指数涨0.40%,报5912.17点。 本月迄今,标普500指数累计上涨5.7%,道指上涨3.5%,纳斯达克指数飙升9.5%。 消息面上,不到24小时,美国国际贸易法院的裁定就被暂缓执行了。 白宫贸易顾问纳瓦罗证实,"B计划"将先后动用1974年《贸易法》第122条(对严重贸易失衡国家征收临时关税);同法案第301条(针对不公平贸易行为 征税);乃至1930年《斯姆特-霍利关税法》(对歧视美国的国家加征关税)。 特朗普规定的7月9日关税最后期限临近,到目前为止仅与英国达成了象征性的协议。 接下来,市场要面对两种可能,一种是,协议意外突破 → 贸易谈判氛围短暂缓和;另一种是,无果僵局加剧 → "B计划"正式启动,关税威胁规模与范围 将急剧升级。 美国联邦巡回上诉法院 ...
白宫称美国法院“叫停”关税是司法越权!美政府已提出紧急动议,要求在上诉期暂缓执行判决
Mei Ri Jing Ji Xin Wen· 2025-05-30 00:49
据央视新闻,美国联邦巡回上诉法院当地时间5月29日批准特朗普政府的请求,暂时中止美国国际贸易法院此 前做出的禁止执行特朗普政府对多国加征关税措施的行政令的裁决。自美国国际贸易法院28日裁定禁止执行美 政府多个关税行政令后,特朗普政府多名官员就指责这一裁决,提起了上诉。 当地时间29日,白宫新闻秘书卡罗琳·莱维特称,美国国际贸易法院"叫停"特朗普政府多个关税行政令的裁决 是"司法越权"。她还称,美国政府已经提出了一项紧急动议,要求在上诉期间暂缓执行判决,并立即采取行政 措施,以最终推翻美国国际贸易法院的裁决。 当天,美国白宫经济顾问哈塞特和白宫贸易顾问纳瓦罗也称,即便法院的裁决继续有效,特朗普政府也会用其 他法律来实施关税政策。 当地时间5月29日,美国联邦巡回上诉法院批准特朗普政府的请求,暂时搁置美国国际贸易法院此前做出的禁 止执行特朗普政府依据《国际紧急经济权力法》对多国加征关税措施的行政令的裁决。 联邦巡回上诉法院在裁决书中说,美国政府的请求已获批准,在本法院审议相关动议文件期间,美国国际贸易 法院在这些案件中作出的判决和永久性禁令将暂时中止,直至另行通知。 特朗普政府早些时候向该上诉法院表示,如果禁止关 ...
新华财经早报:5月30日
Group 1 - The Central Committee and the State Council issued a document aiming to improve the carbon emission rights and water rights trading systems by 2027, and to establish a sound pollution discharge rights trading system [1] - The Ministry of Commerce expressed concern over the EU's anti-dumping investigation into Chinese passenger car and light truck tire products, emphasizing that trade protectionism increases consumer burdens and disrupts supply chains [1] - The Ministry of Commerce held a national meeting on smart supply chain construction, focusing on leveraging opportunities in the digital economy and artificial intelligence [1] Group 2 - The national new industrialization operating system, Hongdao, was officially released, marking significant progress in the foundational software for embodied intelligent robots, supporting various GPU and NPU architectures [1] - Shanghai Customs reported that the city's foreign trade import and export value reached 1.4 trillion yuan in the first four months of the year, a 1% increase year-on-year, with exports showing a notable growth of 13.8% [1] - ST Ruike announced that its stock will be delisted from risk warnings and its name will change to Guorui Technology, with trading resuming on June 3, 2025 [1] Group 3 - The U.S. Federal Circuit Court temporarily suspended a previous ruling that prohibited the enforcement of tariffs imposed by the Trump administration, indicating ongoing trade policy uncertainties [3] - The U.S. Commerce Department reported a 0.2% annualized contraction in GDP for the first quarter of 2025, highlighting the impact of tariff policies on business and consumer confidence [3] - The U.S. Labor Department indicated that initial jobless claims rose to 240,000, exceeding market expectations, reflecting potential labor market weaknesses [3] Group 4 - Shandong High-Speed plans to issue bonds not exceeding 8 billion yuan and aims to raise no more than 1.5 billion yuan through a private placement [6] - Double Lin Co. intends to invest no more than 1.5 billion yuan in a new auto parts production base in Jiaxing [6] - Huaci Co. plans to raise no more than 700 million yuan for the ASEAN Ceramic Valley project through a private placement [6]