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贝莱德Q2重仓美股“七巨头” 建仓Circle(CRCL.US)、eToro(ETOR.US)
Zhi Tong Cai Jing· 2025-08-13 08:48
Core Insights - BlackRock reported a total market value of $5.25 trillion for its Q2 2025 holdings, up from $4.76 trillion in the previous quarter, reflecting a quarter-over-quarter increase of 0.112% [1][2] - The fund added 265 new stocks, increased holdings in 2,144 stocks, reduced holdings in 2,649 stocks, and completely sold out of 238 stocks during the quarter [1][2] - The top ten holdings accounted for 28.07% of the total market value [1][2] Holdings Overview - The top five holdings included NVIDIA (NVDA) with approximately 1.91 billion shares valued at about $301.73 billion, Microsoft (MSFT) with approximately 582 million shares valued at about $289.28 billion, Apple (AAPL) with approximately 1.15 billion shares valued at about $235.71 billion, Amazon (AMZN) with approximately 713 million shares valued at about $156.39 billion, and Meta (META) with approximately 166 million shares valued at about $122.77 billion [3][4] - The top ten holdings also featured Broadcom (AVGO), Alphabet Class A (GOOGL), Tesla (TSLA), Alphabet Class C (GOOG), and JPMorgan Chase (JPM) [3][4] Trading Activity - The top five purchases by percentage change included NVIDIA, Broadcom, Netflix (NFLX), Amazon, and Tesla [5][6] - The top five sales by value included Procter & Gamble (PG), Visa (V), Chevron (CVX), Merck (MRK), and Thermo Fisher Scientific (TMO) [5][6] - The turnover rate for the portfolio was 8.83%, with a time held for the top 20 holdings averaging 22.3 quarters [2][4]
港股异动 | 小鱼盈通(00139)再涨超14% 公司近期完成更名 此前宣布终止收购GIBO股份
智通财经网· 2025-08-12 03:17
Group 1 - Xiaoyu Yingtong (00139) has seen a significant increase in stock price, rising over 14% and currently trading at 0.023 HKD with a transaction volume of 6.62 million HKD [1] - Zhongda Group Holdings announced the termination of its acquisition of 49% of the issued share capital of Yaocai Investment Co., Ltd. and also the acquisition of a total of 1.6939 million shares of GIBO (GIBO.US) [1] - Zhongda Group Holdings plans to change its name to "Xiaoyu Yingtong Holdings Limited," effective from July 28 [1] Group 2 - In May, Zhongda Group Holdings disclosed that it held no more than 5% equity in GIBO, which began trading on the NASDAQ on May 9 [1] - GIBO aims to transform content creation and consumption through AI and has developed a unique comprehensive AIGC animation streaming platform, catering to a large young audience in Asia [1] - As of June 30, 2024, GIBO has approximately 72 million registered users [1]
小鱼盈通再涨超14% 公司近期完成更名 此前宣布终止收购GIBO股份
Zhi Tong Cai Jing· 2025-08-12 03:13
Group 1 - Xiaoyu Yingtong (00139) has seen a significant increase of over 14%, currently trading at 0.023 HKD with a transaction volume of 6.6201 million HKD [1] - Zhongda Group Holdings announced the termination of its acquisition of 49% of the issued share capital of Yaocai Investment Co., Ltd. and the acquisition of a total of 1.6939 million shares of GIBO (GIBO.US) [1] - Zhongda Group Holdings plans to change its name to "Xiaoyu Yingtong Holdings Limited," effective from July 28 [1] Group 2 - In May, Zhongda Group Holdings disclosed that it holds no more than 5% of GIBO's equity, which is set to begin trading on the NASDAQ on May 9 [1] - GIBO aims to transform content creation and consumption through AI, currently operating as a unique integrated AIGC animation streaming platform, catering to a large young audience in Asia [1] - As of June 30, 2024, GIBO has approximately 72 million registered users [1]
流媒体市场迎来“重塑时刻”? 派拉蒙豪掷77亿美元独占UFC七年
智通财经网· 2025-08-11 13:49
Core Viewpoint - Paramount has secured exclusive rights to broadcast UFC events in the U.S. for the next seven years, with a deal valued at up to $7.7 billion, aiming to enhance its streaming service Paramount+ and compete with Netflix and Disney+ [1][2] Group 1: Deal Details - The agreement includes 13 major UFC events and 30 "Fight Nights," with selected events to be aired on CBS starting next year [1] - Paramount expects to pay an average of $1.1 billion annually under this deal and will explore acquiring international broadcasting rights when available [1] Group 2: Strategic Implications - The acquisition is part of a strategy to attract millions of new viewers to Paramount+, which currently has 77.7 million subscribers, significantly lower than competitors like Netflix and Disney+ [2] - Unlike previous UFC operations, all events will be included in the subscription without additional pay-per-view fees, potentially expanding the audience and reducing piracy [2] Group 3: Market Context - UFC has seen explosive growth in popularity, particularly among younger fans, despite recent challenges in developing new stars [4] - The deal positions Paramount+ to leverage its existing content, including popular series, alongside exclusive UFC broadcasts to enhance market share and user retention [4]
迪士尼2025财年第三季度财报公布
Di Yi Cai Jing Zi Xun· 2025-08-07 05:39
Core Insights - The core viewpoint of the article highlights Disney's financial performance for Q3 of FY2025, showcasing a revenue increase and significant profit growth despite challenges in traditional television and sports revenue [2][4]. Financial Performance - Disney reported a revenue increase of 2.1% year-on-year to $23.65 billion for Q3 FY2025 [2]. - Net profit attributable to shareholders reached approximately $5.262 billion, marking a 100.76% year-on-year increase [2]. - Earnings per share (EPS), excluding certain items, rose to $1.61, surpassing market expectations of $1.46 [2]. Segment Performance - The entertainment segment generated approximately $10.704 billion in revenue, a 1% increase year-on-year [2]. - The experiences segment, which includes theme parks, reported revenue of about $9.086 billion, reflecting an 8% year-on-year growth [2]. - The theme park division's profit grew by 13% to $2.52 billion during the quarter [2]. - Streaming services achieved a profit of $346 million for the quarter [2]. Challenges in Traditional Media - Revenue from the sports segment was approximately $4.308 billion, showing a 5% decline year-on-year [2]. - Traditional television networks and sports revenue fell short of Wall Street expectations, overshadowing the strong performance of theme parks and streaming [2][3]. - Traditional entertainment television profits decreased by 28%, and Disney Studios reported a loss [2]. Streaming Business Insights - The shift in consumer preference from traditional entertainment to streaming is evident, with Disney's streaming business expected to be a future focus [4]. - Disney owns several entertainment and media brands, including ESPN, ABC, Marvel, Disney+, and Hulu, enhancing its competitive edge in streaming [4]. - As of the reporting period, Disney+ had approximately 57.8 million paid subscribers in the U.S. and Canada, remaining stable, while international subscribers reached about 69.9 million, a 2% year-on-year increase [4]. - Hulu's total subscription count was approximately 55.5 million, reflecting a 1% quarter-on-quarter growth [4]. - Disney forecasts an annual EPS of $5.85, higher than the previous estimate of $5.75 [4].
迪士尼2025财年第三季度财报公布
第一财经· 2025-08-07 05:30
本文字数:1115,阅读时长大约3分钟 作者 | 第一财经 乐琰 美国当地时间8月6日,华特迪士尼公司(下称"迪士尼",DIS. NYSE)发布截至2025年6月28日的2025财年第三季度业绩报告,期内收入同比增长 2.1%至236.5亿美元。归母净利润约52.62亿美元,同比增长100.76%。扣除部分项目后的每股收益升至1.61美元,超过市场预期的1.46美元。 具体来看,报告期内迪士尼娱乐板块收入约107.04亿美元,同比增长1%;体验板块收入约90.86亿美元,同比增长8%;主题公园部门当季盈利增长 13%至25.2亿美元。流媒体业务当季盈利3.46亿美元。 然而,传统电视网络和体育节目的收入未能达到华尔街的预期,掩盖了该公司主题公园和流媒体业务的强劲表现。报告期内,体育板块收入约43.08亿 美元,同比减少5%;传统电视网络和体育节目的收入未达预期;传统娱乐电视盈利下降28%;迪士尼影业亏损。 2025.08. 07 "主题公园作为体验式板块中极为重要的一部分,这几年发展势头不错,迪士尼此前就启动了数百亿美元的全球主题乐园扩建计划,包括美国、日本和 中国的主题乐园都有涉及。这也足见乐园业务对迪士尼 ...
迪士尼(DIS.US)上调全年盈利指引 Q3乐园与流媒体业务成亮点 多项新举措推动用户增长
智通财经网· 2025-08-06 12:56
智通财经APP获悉,迪士尼(DIS.US)公布了截至 6 月 28 日的第三财季业绩。Q3营收同比增长2.1%,达 到 236.5亿美元,市场预期为237.3亿美元,自 2024 年 5 月以来首次未达分析师预期。 不计入某些项 目,调整后每股盈利达到 1.61 美元,同比增长16%,超过了分析师平均预测的 1.46 美元。 然而,传统电视网络和体育节目的收入未能达到华尔街的预期,这抵消了该公司主题公园和流媒体业务 的出色表现。 迪士尼体验业务(包括主题公园、度假村、游轮以及消费产品)的收入增长了8%,达到90.9亿美元。国内 主题公园收入增长了10%,达到64亿美元。 与此同时,迪士尼娱乐部门(包括传统电视网络、直接面向消费者的流媒体和电影)的收入增长 1%,达 到 107 亿美元。虽然直接面向消费者的流媒体业务收入增长 6% 至 61.8 亿美元,但整个娱乐领域却受 到传统电视业务的拖累,传统电视业务收入下降 15% 至 22.7 亿美元。 而在利润方面,主题公园部门的利润在本季度增长了 13%,达到 25.2 亿美元。流媒体业务实现了 3.46 亿美元的季度盈利,而传统娱乐电视业务的利润下降了 28%, ...
梅根项目惨败,1亿美金合约损失惨重,疑被迫与老板私下交易续约
Xin Lang Cai Jing· 2025-08-03 01:26
就在本周三(7月30日),英国《每日镜报》曝出猛料:梅根的真人秀节目《与爱同行,梅根》(With Love, Meghan)创下收视滑铁卢,其制作公司Archewell Productions多个项目惨遭搁置。 更戏剧性的是,Netflix老板特德·萨兰多斯竟被曝成为梅根的"秘密武器",顶着巨大压力推进续约谈判。 据Netflix 2025上半年全球收视报告显示,梅根精心打造的《与爱同行,梅根》第一季,在2025年1-6月 Netflix全球内容库中仅列第383名;上线四个月累计观看人次仅530万,不及热门剧单集数据; 据《每日邮报》透露,Archewell已开始内部精简,多名创意总监悄然离职;业内分析师估算,梅根这 个商业项遭遇惨败,价值1亿美金的影视合同或损失惨重。 "他们就像拥有王室光环的初创公司,"伦敦传媒分析师莎拉·克雷格一针见血,"当'哈里梅根'品牌无法 转化为收视率,资本就会露出獠牙。" 当行业普遍看衰时,Netflix CEO特德·萨兰多斯却意外成为关键变量!据知情人透露,萨兰多斯明确支 持制作《与爱同行,梅根》第三季;该项目由CEO办公室直接推动,而非负责原创剧的贝拉·巴贾利亚 (Bela ...
但斌美股持仓曝光!新进加密货币交易所+三倍杠杆ETN,风格变激进?
券商中国· 2025-07-31 05:59
Core Viewpoint - Oriental Harbor Investment Fund, led by Dan Bin, has revealed its latest adjustments in U.S. stock holdings for Q2, showing a significant increase in total market value and a focus on AI and cryptocurrency sectors [1][2][3]. Group 1: Holdings Overview - As of the end of Q2, Oriental Harbor held 13 U.S. stocks with a total market value of $1.126 billion, up from approximately $868 million at the end of Q1 [2]. - New purchases in Q2 included Tesla, Netflix, and Coinbase, with Tesla being bought at 198,300 shares valued at $63.01 million and Netflix at 42,800 shares valued at $57.23 million [4][5]. - Coinbase, the largest cryptocurrency exchange in the U.S., was newly added to the portfolio with a holding value of approximately $54.7 million [5]. Group 2: Major Holdings and Adjustments - Nvidia remains the largest holding, slightly reduced by 110,000 shares, with a market value of $200 million, while Google has been increased to the second-largest holding with a market value of $163 million [5][6]. - There were reductions in holdings of Apple, Amazon, Microsoft, and Meta [6]. Group 3: Investment Strategy - The investment strategy shows three main characteristics: a focus on the AI industry, the use of leveraged tools to bet on market growth, and a significant allocation to derivative funds [7][10]. - The fund has invested in leveraged ETNs, including $129 million in a three-times leveraged FANG+ index ETN, which carries high risk due to its nature of daily adjustment [10][11]. - Despite a significant recovery in fund performance, the aggressive strategy has raised market skepticism, especially after a notable drawdown earlier in the year [8][13].
中国儒意预计2025上半年净利润10亿至12亿元,成功扭亏为盈
Jin Rong Jie· 2025-07-30 01:24
Core Viewpoint - The company is expected to achieve a significant turnaround, projecting an unaudited net profit of approximately RMB 1 billion to 1.2 billion for the six months ending June 30, 2025, compared to a net loss of approximately RMB 123 million in the same period last year, indicating successful profitability [1][2] Financial Performance - The projected unaudited revenue for the reporting period is expected to reach approximately RMB 2.1 billion to 2.3 billion, reflecting an increase of 14% to 25% compared to approximately RMB 1.84 billion in the same period of 2024 [1] - The company's mid-2024 financial results showed a revenue of RMB 1.84 billion, a 129% increase year-on-year, and a reduced net loss of RMB 120 million, significantly improved from a loss of RMB 260 million in the previous year [2] Business Strategy and Growth - The increase in revenue and net profit is attributed to the company's robust business growth and the continuous release of synergistic effects across its core segments, showcasing the effectiveness of its strategic layout and growth potential [1] - The company has diversified its revenue sources through a multi-faceted business model, focusing on vertical subscription-based streaming services, and has made significant strides in film production, online streaming, and gaming [2]