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美联储压力测试亮绿灯!高盛(GS.US)等华尔街大行盘前普涨
智通财经网· 2025-06-30 11:19
"总体结果全面向好,为所有参与者改善资本回报环境提供支撑,"杰富瑞分析师在报告中写道,并称压 力资本缓冲最终值需待8月确定,银行或仍有调整股息增幅空间。 美联储上周五表示,22家美国大型银行均具备足够实力抵御未来经济衰退并维持放贷能力。压力测试显 示,即便在承受数千亿美元亏损后,这些金融机构仍保持充足资本水平。 该结果强力印证美国银行业在经济不确定性加剧环境下仍保持稳健,有助于政府官员和投资者判断银行 在危机中的持续放贷能力。通过压力测试也意味着银行可推进包括股息和回购在内的股东回报计 划。"所有参与银行均通过测试(这并不意外),这支持了我们观点——它们仍具备充足资本返还能 力,"加拿大皇家银行资本市场分析师表示。 美国银行(BAC.US)盘前涨1%,摩根大通(JPM.US)、花旗集团(C.US)和富国银行(WFC.US)涨幅介于 0.5%-2%之间。高盛(GS.US)上涨2.4%,摩根士丹利(MS.US)亦小幅走高。 "我们认为压力测试结果整体积极,应会提升投资者对该板块兴趣,"来自华尔街投资机构雷蒙詹姆斯的 分析师指出,压力资本缓冲可能下降也应视为积极进展。 相比2024年,银行在2025年压力测试中表现 ...
Academy(ASO) - 2021 Q3 - Earnings Call Presentation
2025-06-30 11:18
Q3 EARNINGS Fiscal 2021 Academy Sports + Outdoors delivered the best third quarter financial results in the Company's history. Q 3 2 0 2 0 $1.60 $2.00 $1.00 $0.00 2 0 1 9 $1.15 $1.35 2 0 21 $1.59 IN BILLIONS Net Sales IN MILLIONS Gross Margin Q 3 2 0 2 0 $400.0 $600.0 $800.0 $200.0 $0.0 $440.5 RATE 32.7% 2 0 1 9 $362.4 RATE 31.6% | $560.8 | RATE | | --- | --- | | 35.2% | | 2 0 21 Comparable Sales Q 3 2 0 2 0 20.0 30.0 10.0 0.0 2 0 1 9 6.2% 2 0 21 17.9% 16.5% This is the ninth consecutive quarter of positive ...
Toll Brothers: A Free Cash Flow Powerhouse In An Uncertain Macroeconomic Environment
Seeking Alpha· 2025-06-30 11:18
I am seasoned investor with more than 20 years of investment experience, specializing in identifying companies that have the potential to consistently outperform the broader market. My investment journey begin pre-2008 and I have experienced multiple market cycles, allowing me to develop a disciplined framework that combines both fundamental analysis and macroeconomic factors. I am generally sector and asset class agnostic. I believe that value and alpha can be found across the markets. However, I tend to f ...
Nvidia CEO celebrates NVDA all-time high with monster insider sale
Finbold· 2025-06-30 11:18
Nvidia (NASDAQ: NVDA) CEO Jensen Huang appears to be taking some profit from his stake in the company after executing a notable selling spree of almost $40 million over the past week.Specifically, the executive offloaded over 260,000 shares worth approximately $37 million in different tranches between June 23 and June 26, according to filings with the Securities and Exchange Commission.Nvidia CEO insider sales between June 23 and June 26. Source: FintelThe sales were disclosed in over a dozen separate trans ...
国家卫健委:不得以教学研究等目的泄露患者病历
news flash· 2025-06-30 11:17
6月30日,国家卫健委发布《关于进一步加强医疗机构电子病历信息使用管理的通知》,其中明确,医 疗机构要依法依规严格保护患者隐私并承担主体责任,不得以非医疗、教学、研究目的泄露患者的病历 信息。 ...
Academy(ASO) - 2021 Q4 - Earnings Call Presentation
2025-06-30 11:17
Q4 + Fiscal 2021 Earnings Academy Sports + Outdoors reported record fourth quarter 2021 results. Net Sales IN MILLIONS Q4 2019 2020 2021 $1.60 $2.0 $1.0 $0.0 $1.8 $1.6 $1.4 Q4 2019 2020 2021 $400.0 $600.0 $800.0 $200.0 $0.0 $584.1 $499.1 $370.5 RATE 27.0% RATE 31.2% RATE 32.3% 2 Gross Margin IN BILLIONS Q4 Pro Forma Adjusted Net Income* Q4 Pro Forma Adjusted Diluted EPS* Q4 2019 2020 2021 $200.0 $100.0 $0.0 $17.6 $103.1 $145.3 Q4 2019 2020 2021 $1.00 $2.00 $0.00 $1.09 $0.23 *See Non-GAAP Measures Reconcilia ...
苏超“内战”打到阿里系
第一财经· 2025-06-30 11:16
2025.06. 30 本文字数:1525,阅读时长大约3分钟 作者 | 第一 财经 陈杨园 苏超"内斗"打到了阿里系。 6月30日,江苏省城市足球联赛(以下简称"苏超")再迎大厂"玩家"。淘宝闪购和支付宝前后脚宣 布了对两支"苏超"球队的冠名,淘宝闪购冠名常州队,支付宝冠名徐州队,当日下午,花呗又宣布 冠名无锡队,主打"无息"。三大阿里系品牌各自冠名,"散装阿里"呼应起"散装江苏"受到网友热 议。 "苏超"这项今年夏天的顶流赛事,也在成为越来越多互联网公司商业布局的一环。 加上此前宣布成为"苏超"官方战略合作伙伴的京东、理想,作为"苏超"官方供应商的小米以及作 为"苏超"官方赞助商的中兴、宇视等,"苏超"赛场上已会聚了一批科技企业的身影。公开资料显 示,"苏超"赞助商分为总冠名商、官方战略合作伙伴、官方合作商、官方赞助商、官方供应商5个类 别,截至6月27日,"苏超"赞助商总数已达26家,此外还有2家公益支持单位。 随着互联网大厂的入局,这项起初有几分"玩梗"性质的体育赛事逐渐与电商、外卖等更多产业相融 合,不断迸发出更大的商业潜力,"苏超"的广告牌也从品牌营销的展示台进一步成为电商、即时零 售的新战场。 ...
Spruce Power Holding (SPRU) Earnings Call Presentation
2025-06-30 11:11
Investor Presentation May 2025 Disclaimer Use of Forward-Looking Statements Use of Non-GAAP Financial Information To supplement its consolidated financial statements, which are prepared and presented in accordance with U.S. generally accepted accounting principles ("GAAP"), Spruce Power reports certain non- GAAP financial information which have been reconciled to the nearest GAAP measures in the tables within this presentation. This prospective financial information was not prepared with a view toward compl ...
Azerion in Discussions Regarding Potential Sale of Whow Games
Globenewswire· 2025-06-30 11:10
Amsterdam, 30 June 2025 - Following a recent media publication, Azerion confirms that it is in discussions with DoubleU Games regarding a potential sale of Whow Games, a part of its Premium Games Segment. As already indicated to the market, Azerion remains committed to becoming the European leader in digital advertising. The company continues to manage its Premium Games Segment for value. While talks are ongoing with DoubleU Games regarding Whow Games, there is no agreement or certainty that they will ...
博实结(301608) - 301608投资者关系活动记录表2025年6月30日
2025-06-30 11:08
证券代码:301608 证券简称:博实结 深圳市博实结科技股份有限公司 投资者关系活动记录表 编号:2025-022 投资者关系活动 类别 ☑特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 ☑其他:腾讯会议 参与单位名称 东北证券 时间 2025 年 6 月 30 日 上午 地点 公司会议室(线上会议) 上市公司接待人 员姓名 副总经理、董事会秘书向碧琼女士 证券事务代表 王占超先生 投资者关系活动 主要内容介绍 一、基本情况介绍 公司是专业从事物联网智能化产品的研发、生产和销售的高 新技术企业、专精特新"小巨人"企业,以通信、定位、AI等技 术应用为核心,基于自研无线通信模组,为物联网众多应用场景 提供智能终端产品及配套解决方案。 公司始终秉承"智慧赋能万物,共创美好未来"的使命,坚 持"成就客户、创新驱动、博大务实、品质至上"的经营理念, 依托"通信+定位+AI"底层核心技术与"模组+平台+终端"业务 模式,深耕车联网,广泛布局物联网,致力于成为全球的物联网 智能化应用解决方案专家。 2024 年度,公司实现营业收入 14.02 亿元,较上年同期增 加 24.8 ...