Core Insights - The narrative surrounding the top stock picks has shifted dramatically from March, with a focus now on which stocks can maintain their gains and finish strong in the second half of 2025 [3] Stock Performance Summary - Beam Therapeutics (BEAM) has seen a significant decline of 32.70% year-to-date, with a recent drop of 21.25% in Q1 and 14.70% in Q2 [3] - Bloom Energy (BE) has rebounded with a 9.89% gain in Q2, although it remains below its year-to-date breakeven level [3][5] - Boeing (BA) has shown resilience with a 16.27% increase in Q2, leading to a 12.03% year-to-date gain [3][5] - Carvana (CVNA) has surged with a remarkable 51.87% gain in Q2, resulting in a 56.17% year-to-date increase [3] - CF Industries (CF) has rebounded with a 27.34% gain in Q2, bringing its year-to-date performance to 16.64% [3][6] - Coinbase Global (COIN) has experienced a significant turnaround with a 76.55% gain in Q2, leading to a 22.46% year-to-date increase [3][7] - Dell Technologies (DELL) has gained 30.27% in Q2, with a modest year-to-date increase of 3.04% [3][8] - Deutsche Bank (DB) has performed exceptionally well, with a 62.31% year-to-date gain, including a 16.11% increase in Q2 [3][8] - Nebius Group (NBIS) has surged with a 127.85% gain in Q2, resulting in a 73.83% year-to-date increase [3][9] - Rocket Lab (RKLB) has shown a 66.85% gain in Q2, leading to a 17.17% year-to-date performance [3][10] - Sea Ltd (SE) has maintained a strong performance with a 17.90% gain in Q2, resulting in a 45.00% year-to-date increase [3][11] - STMicroelectronics NV (STM) has seen a nearly 60% increase from its five-year low, supported by a price-target hike [3][12] - Roku Inc (ROKU) has only increased by 10.5% year-to-date, but a new partnership with Amazon could enhance its prospects [3][13] Market Sentiment and Technical Analysis - A total of 13 stocks have transitioned from negative to positive performance in Q2, with only two stocks remaining in the red [3] - The overall total return for the top picks has shifted from a loss of -163% in Q1 to a gain of approximately 271% year-to-date [3] - The market sentiment remains cautious, with lingering negative sentiment from Q1 underperformance affecting some stocks [15] - Stocks like EZPW and Rocket Lab have notable short interest, indicating potential volatility [16]

Group 1 - Amgen Inc. held a special conference call on June 23, 2025, at 5:30 PM ET, featuring key executives including Justin Claeys, Jay Bradner, Susan Sweeney, and Murdo Gordon [1][2][3] - The call was part of the American Diabetes Association's 85th Scientific Session, indicating the company's focus on diabetes-related research and development [2][3] - An investor presentation was made available during the call, suggesting a structured approach to communicating financial and strategic information to stakeholders [3]

市场洞察 - 重点报道 --- Market Insights - Marque e Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Eq Positioning and Key Levels 股票持仓与关键⽔平 Please see below for a consolidated recap of the various GS positioning metrics. 请⻅下⽅⾼盛各类仓位指标的综合回顾。 Summary: 摘要： -3.3bn last week. In the US, we have this cohort long 21bn. Estimates over the next week and month are mostly for sale, but the magnitude is small. 1. CTA Corner: We model CTAs long $75bn of global equities (64 th percentile) after selling CTA ⻆：我们模型显⽰，CTA 持有 750 ...

June 20, 2025 10:42 AM GMT 中国思考 | Asia Pacific 人民币与稳定币，谁稳定谁？ 北京担忧，美国稳定币立法或将巩固美元霸主地位。因此愿 探索破局，先以香港试点，最终期冀强化人民币跨境支付。 然而，代币化仅是"术"，真要推动人民币国际 化，"道"乃根源，打破通缩、监管透明、资本流动的三个 硬骨头改革不可或缺。 为什么中国开始关注稳定币？一个重要的转折点是，美国参议院近期通过了稳定 币（GENIUS）法案，要求美元稳定币的发行需有百分百储备资产支撑。 若该法案 之后在众议院通过，其实质上意味着目前占据99%市场份额的美元稳定币将正式 成为美金代币。其可被接入国际支付系统，并大幅推升市场对美国国债的需求。 央行的转变⸺从拒绝到接纳：出于对金融风险的担忧，央行从2021年9月开始就 全面了禁止境内虚拟货币的交易与结算。 而本周潘行长在陆家嘴论坛的讲话标志 着央行对虚拟货币态度的转变： 他提出， 国际货币体系应向多极化发展， 并强调 跨境支付体系的多元化发展。潘行长特别提到， 传统跨境支付体系面临的问题逐 渐凸显，包括低效、易受地缘政治影响等。 而在区块链和分布式账本等新兴技术 ...

23 June 2025 | 10:50PM HKT China: GS Economic Indicators Update: June (Song) Please find an update of our proprietary economic indicators below. The data behind our proprietary economic indicators can be downloaded here. (Methodology notes available in the appendix.) GS Proprietary Economic Indicators in April Source: Goldman Sachs Global Investment Research, NBS, CEIC Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asi ...

// 债市综述 // 1. 公开市场操作 央行公告称， 6 月 23 日以固定利率、数量招标方式开展了 2205 亿元 7 天期逆回购操作，操作利率 1.40% ，投标量 2205 亿元，中标量 2205 亿元。 Wind 数据显示，当日 2420 亿元逆回购和 1000 亿元国库现金定存到期。 （*数据来源：Wind-央行动态PBOC） 2. 资金面 资金面整体偏宽，存款类机构隔夜质押式回购利率微幅下行，但仍位于 1.37% 附近，七天质押式回购利率则上行超 1 个 bp 。 4. 银行间主要利率债收益率 | | 1Y | | 2Y | | ЗУ | | ટેત્ર | | 7Y | | 10Y | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 国債 | 1.3550 0.00 | 71 | 1.3725 0.15 | 62 | 1.4000 0.25 | 43 | 1.4820 0.45 | 266 | 1.5700 0.30 | 282 | 1.6400 0.20 | 805 | | ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Investor Update Fourth Quarter Fiscal Year 2016 April 2016 Forward Looking Statements Meta Financial Group, Inc.® (the "Company") and its wholly-owned subsidiary, MetaBank® (the "Bank"), may from time to time make written or oral "forward-looking statements," including statements contained in this Investor Update, the Company's filings with the Securities and Exchange Commission ("SEC"), the Company's reports to stockholders, and in other communications by the Company and the Bank, which are made in good fa ...

Core Insights - Fudan University International Finance Institute celebrates its eighth anniversary, marking a milestone and a new starting point for its ambition to become a world-class finance school [1] - The institute emphasizes internationalization as a core aspect of its identity, with a focus on building a professional and international faculty team [3][5] - The institute has developed a comprehensive degree program system, including full-time projects that are entirely taught in English, attracting a significant proportion of international students [5][6] Internationalization Strategy - The institute has established a nearly 60-member international faculty team, including 25 full-time professors with degrees from top global institutions [3] - The first innovative "Elite Master of Finance" program was launched in September 2018, followed by the introduction of other degree programs, creating a full chain of academic offerings [3][5] - Approximately 30% of the first undergraduate cohort were international students, with expectations for this figure to approach 50% in the coming year [5] Embracing Technology and Innovation - The institute has shifted its focus towards technology innovation, aligning with national goals for high-quality development [6] - The undergraduate finance program has been upgraded to include a fintech direction, receiving official approval as a "Global Bachelor of Fintech" [6][7] - A new Master's program in Technology Transfer is set to launch, aimed at bridging finance and technology management [6][7] Research and Policy Contributions - The faculty's international background allows for unique insights in policy research, enhancing the relevance and feasibility of their recommendations [8] - The institute is actively involved in Shanghai's financial development plans and addressing national financial risks [8][9] - The focus on emerging fields such as digital assets and green finance aims to position Shanghai as a leading center for climate finance [9] Future Outlook - The institute recognizes the dual challenges of attracting top talent and adapting to the impacts of AI and other new technologies [10][11] - Despite challenges, there is confidence in the institute's ability to leverage China's financial development and the growth of Shanghai as an international financial center [11] - The goal for the next eight years is to continue fostering internationalization and technological innovation while producing versatile financial professionals [11]

ab 20 June 2025 Global Research Global Inflation Strategy The Global Inflation Friday Optimistic on oil persistence, pessimistic on the economy There is nothing quite like a round of volatility in oil to shake up inflation linked markets. Trading betas aren't fit for big shocks, but neither are macro relationships. What you think about shock persistence and other feedback relationships matter just as much. And of course positioning may be revealed. What can we say? Interest Rates Global Giles Gale Strategis ...