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中信证券:美日协议为市场降低不确定性
news flash· 2025-07-24 00:25
金十数据7月24日讯,中信证券研报称,美日双方达成主要内容是"以增加投资换降低关税"的贸易协 议,这应能明显减小日本车企业绩受冲击的幅度,对日本的意义主要在于避免信函威胁成真、提高外贸 前景能见度。美日协议是日股上涨的催化剂,在经济前景逐渐明朗的基准情形下,我们预计日银今秋或 会再加息25bps,并一如既往地对日债持谨慎观点。 中信证券:美日协议为市场降低不确定性 ...
Brandywine Realty Trust (BDN) Q2 FFO Lag Estimates
ZACKS· 2025-07-23 23:26
Brandywine Realty Trust (BDN) came out with quarterly funds from operations (FFO) of $0.15 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to FFO of $0.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -11.76%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.15 per share when it actually produced FFO of $0.14, delivering a surprise of -6.67%.Over the last ...
碳酸锂期现价格同步攀升 业内人士:“白色石油”基本面已现改善信号
新华财经上海7月24日电 自6月下旬以来,碳酸锂期现货价格同步攀升,市场呈现显著反弹态势。业内 人士表示,尽管当前供需格局仍未扭转,但2025年锂盐供需缺口将持续收窄,"白色石油"基本面已现改 善信号。 而同样具有锂资源的大中矿业,其湖南临武鸡脚山锂矿项目采矿权证的申请工作则由自然资源部进行审 核。有市场人士猜测,类似的锂矿,大中矿业的采矿权证由自然资源部审核,宁德时代的权证可能也无 法继续在宜春进行审核。 2023年7月发布的《自然资源部关于深化矿产资源管理改革若干事项的意见》也提到,自然资源部负责 石油、烃类天然气、页岩气、天然气水合物、放射性矿产、钨、稀土、锡、锑、钼、钴、锂、钾盐、晶 质石墨的矿业权出让登记;省级自然资源主管部门负责其他战略性矿产的矿业权出让登记,并落实矿产 资源规划管控措施。 同时,藏格矿业子公司的采矿权由于仅仅登记钾盐开采、未登记锂资源开采被责令停产;宁德时代仅登 记陶瓷土开采,后续能否按期继续开采也存疑。 供应端扰动不断。7月21日晚,江特电机发布公告披露,其全资下属公司宜春银锂新能源有限责任公司 预计近日启动停产检修,涉及全部锂盐生产线,预计检修时长约26天。此外,市场上还有国 ...
推进“AI+金融” 构建金融教育新范式
Xin Hua Ri Bao· 2025-07-23 23:11
□ 周子卜 当前,人工智能不仅对教学方式、学习方式和未来学校产生深远影响,而且已经深入到教育理念、教育 文化和教育生态之中。面对新时代新需求,高校金融教育需加速数字化转型,推进"AI+金融"深度融 合,创新教学模式、重构人才培养体系,着力培育兼具专业素养与数字能力的复合型金融人才,为服务 国家现代金融体系建设、推动经济高质量发展提供强有力支撑。 创新教学模式,提升人才培养质量 高校要紧扣人工智能时代发展需求,优化课程设计及教学内容、创新教学方法,提升人才培养质量。明 确人才培养目标。设立互联网金融、金融科技、大数据管理等交叉专业,着重培养兼具计算机科学、金 融学、经济学背景的综合型人才。优化课程内容设置。根据学生兴趣、未来就业方向设置"金融科 技""金融产品设计"等人工智能相关选修课程,同时,除基础操作性或验证性实践课程外,适当增加金 融交易模拟实训课程,提高学生的综合素养。创新教育教学方法。发挥人工智能优势,通过智能备课、 答疑等功能,以智能助教形式完善金融知识体系,并根据学生差异性设置个性化需求端口和学习方案。 同时,积极搭建涵盖"课前—课中—课后"全流程的创新教学模式,借助网络教学平台为师生提供教学服 ...
Armour Residential REIT (ARR) Q2 Earnings and Revenues Miss Estimates
ZACKS· 2025-07-23 23:01
Armour Residential REIT (ARR) came out with quarterly earnings of $0.77 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $1.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.94%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.93 per share when it actually produced earnings of $0.86, delivering a surprise of -7.53%.Over the last ...
Veris Residential (VRE) Q2 FFO and Revenues Surpass Estimates
ZACKS· 2025-07-23 22:31
Veris Residential (VRE) came out with quarterly funds from operations (FFO) of $0.17 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to FFO of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +21.43%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.13 per share when it actually produced FFO of $0.16, delivering a surprise of +23.08%.Over the last four ...
Annaly Capital Management (NLY) Tops Q2 Earnings Estimates
ZACKS· 2025-07-23 22:31
Annaly Capital Management (NLY) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.39%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.71 per share when it actually produced earnings of $0.72, delivering a surprise of +1.41%.Over the la ...
NETSTREIT (NTST) Q2 FFO and Revenues Surpass Estimates
ZACKS· 2025-07-23 22:20
NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.33 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to FFO of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +3.13%. A quarter ago, it was expected that this company would post FFO of $0.31 per share when it actually produced FFO of $0.32, delivering a surprise of +3.23%.Over the last four quarters, the company has sur ...
ServiceNow (NOW) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-23 22:20
Core Viewpoint - ServiceNow reported quarterly earnings of $4.09 per share, exceeding the Zacks Consensus Estimate of $3.54 per share, and up from $3.13 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +15.54%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - ServiceNow's revenues for the quarter reached $3.22 billion, surpassing the Zacks Consensus Estimate by 3.02%, and up from $2.63 billion year-over-year [3] Stock Performance - ServiceNow shares have declined approximately 9.2% since the beginning of the year, contrasting with the S&P 500's gain of 7.3% [4] - The current Zacks Rank for ServiceNow is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $4.21 on revenues of $3.29 billion, and for the current fiscal year, it is $16.55 on revenues of $13.01 billion [8] - The industry outlook is critical, with the Computers - IT Services sector currently in the bottom 29% of Zacks industries, which may impact stock performance [9]
Farmland Partners (FPI) Lags Q2 FFO Estimates
ZACKS· 2025-07-23 22:16
Farmland Partners (FPI) came out with quarterly funds from operations (FFO) of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to FFO of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -25.00%. A quarter ago, it was expected that this real estate investment trust specializing in farmland would post FFO of $0.06 per share when it actually produced FFO of $0.05, delivering a surprise of - ...