最近逛金店时发现，柜台前总有人边看金价牌边叹气："这金价上蹿下跳的，到底是该买还是该等等？"确实，2025年的黄金市场就像坐上了过山车——年初 还在3500美元/盎司的高位风光无限，转眼间又跌回3000美元区间震荡。 作为普通投资者，我们该如何理解这场波动？又有哪些方式能让我们在避险的同时，不被短期波动牵着鼻子走？ 要把握黄金理财的底层逻辑，先得看懂当前价格波动的推手—— 全球货币体系的"暗流涌动" 近年来，各国央行持续增持黄金的势头愈发明显。 地缘政治的"避险脉冲" 从俄乌冲突到中东局势，每一次地缘摩擦都像给黄金市场注入"强心针"。 2025年特朗普政府关税政策的不确定性，更让黄金成为对冲贸易摩擦风险的"硬通货"。 不过要注意的是，这种脉冲式上涨往往伴随快速回调，就像4月金价冲高3500美元后，仅两周就回撤近10%。 美联储政策的"心跳节拍" 黄金与美元向来是"跷跷板关系"。当美联储释放降息信号时，美元走弱带动金价上涨；反之加息预期升温则压制金价。 2024年全球央行购金量突破1000吨，中国更是连续8个月增持黄金储备。 | | | | | | | | | | | | Official reserve as ...

Goldman Sachs plans to ask junior bankers to confirm their loyalty on a regular basis in a bid to limit advances from talent-hungry private equity firms: Here’s your Evening Briefing https://t.co/PhUOScD7ap ...

90% of investment bankers making on Wall Street have no clue what perpetual futures are.They will buy Hyperliquid from us in the next 6 months. ...

Advisory firm PJT Partners (NYSE: PJT ) has come a long way since it was spun out of Blackstone ( BX ) in 2015. At present, the company is split across three business lines - strategic advisory (M&A, capital markets, and shareholder advisory under Camberview), restructuring (bankruptcy filings, liability management, etc.), and ParkAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 ho ...

It's time now for the Wall Street Beat. This is our top story of the day. Goldman Sachs plans to ask junior bankers to swear their loyalty in a bid to thwart poaching by private equity firms.Joining us now for more broke the story, Bloomberg reporter Todd Gillespie. So we know that private equity firms have been going earlier and earlier to talent. We've heard as early as sophomore year of college.Goldman's used to this, isn't it. And I think you and I have both heard Goldman bankers say it's been a while s ...

齐鲁晚报·齐鲁壹点 王赟 盛夏之时，尼山之上，历史与现实在这里交织出古今辉映的文化长卷。思往时，两河流域的泥板文书， 殷商时代的青铜贝币，人类的创造之火，在不同文明本体之上，淬炼出各美其美的金融文化。 圣哲之风，智启新篇，第十一届尼山世界文明论坛首设金融文化论坛，传统文化与现代金融在此交汇， 共话文明互鉴中的时代使命，聆听中国特色金融文化实践的山东潮涌。 2024年5月，习近平总书记视察山东，赋予山东"走在前、挑大梁""担负起新时代的文化使命"的责任担 当。山东金融系统深入贯彻习近平总书记关于金融工作的重要论述，牢记"国之大者"、坚守金融为民、 服务发展大局，为加快建设绿色低碳高质量发展先行区，打造高水平对外开放新高地，创新推出了直达 基层加速跑、直连企业解难题等金融服务机制，以金融系统的担当作为，奋力书写中国特色金融文化的 山东实践。 仁礼为基：儒家智慧的金融溯源 "世界大同""天下为公"。作为中华文明的主体，发祥于齐鲁大地的儒家文明，以其博大宽怀的气度，构 筑着中华民族的精神底色和秩序传承。"均无贫，和无寡，安无倾"，是孔子理想中的国家治理状态。由 此，仁爱平等、以人为本的价值取向，博施济众、富民厚生的执 ...

Core Insights - Aeva Technologies (AEVA) has experienced a dramatic stock price increase of approximately 1,200%, rising from $2.50 in September to $30, with a peak of $38.80 in June, adding about $1.5 billion to its market value [1][6] - The surge is attributed to increased product sales, a $50 million investment from a strategic partner, and more orders from industrial clients, but questions remain about the sustainability of this growth [1][6] - The LiDAR technology market is still developing, and while AEVA's FMCW-based sensors are unique, competition from manufacturers developing in-house LiDAR systems poses a risk to AEVA's market share [1][2] Financial Performance - Aeva Technologies' stock has surged nearly 700% in the first half of 2025 [5] - The company's current valuation stands at $1.7 billion, which raises concerns when compared to competitors like Ouster (OUST), which reported $32.6 million in revenues in the first quarter of 2025, nearly ten times AEVA's revenue [2][6] - AEVA's forward price-to-sales ratio is 53, significantly higher than the industry average, indicating potential overvaluation [7] Competitive Landscape - Ouster's healthy profit margin of 41% and expected revenue growth of around 30% this year highlight the competitive challenges AEVA faces [2] - The valuation of AEVA at $1.7 billion compared to Ouster's $1.2 billion suggests that AEVA's stock price may be pricing in future growth that has not yet materialized [2]

随着我国经济的不断发展和市场竞争的日益激烈，中小企业在经济体系中扮演着越来越重要的角色。由 于融资难、融资贵等问题的存在，许多中小企业在发展过程中面临着严峻的融资困境。尤其是在当前经 济下行压力增大的背景下，传统融资渠道的局限性愈发显现，中小企业的融资瓶颈依然突出，成为制约 企业创新与发展的主要瓶颈。 中小企业融资困境的成因分析 融资渠道单一是中小企业面临的最大困境之一。银行贷款无疑是最常见的融资方式，但由于中小企业自 身财务状况相对较弱、缺乏有效的抵押物，很多银行对其贷款申请存在较高的拒绝率。与此银行对中小 企业的贷款审批流程繁琐、周期长，且利率较高，导致许多中小企业难以负担。 中小企业缺乏有效的信用担保体系，这也是其融资困难的重要原因。多数中小企业信用记录较为薄弱， 尤其是新兴企业或创业企业，往往难以在金融机构中建立起较为坚实的信用基础。没有信用担保，就意 味着无法获得银行等传统金融机构的支持，这让许多企业面临融资瓶颈。 地方政府及行业协会也在积极推动区域性金融创新。许多地方推出了地方政府主办的融资平台或担保机 构，为中小企业提供融资支持。这些创新的融资渠道为中小企业开辟了更多的融资路径，降低了融资的 门 ...

Core Insights - OpenText Corporation reported strong preliminary revenue expectations for Q4 FY2025, estimating approximately US$1.31 billion [4] - Chadwick Westlake, the current CFO, will step down to become the President & CEO of EQB following the unexpected passing of its CEO [1][3] - Cosmin Balota, the SVP and Chief Accounting Officer, will serve as interim CFO until a long-term successor is found [2] Management Changes - Chadwick Westlake's departure is effective August 15, 2025, after the completion of OpenText's fiscal year-end reporting [1] - The company has initiated a search for a long-term CFO with the help of an executive search firm [2] - Mark J. Barrenechea, OpenText's CEO & CTO, expressed gratitude for Westlake's contributions and confidence in the finance team [3] Financial Performance - OpenText's preliminary revenue expectations for Q4 FY2025 are approximately US$1.31 billion, indicating strong performance [4][6] - The full financial results for Q4 FY2025 will be released after market close on August 7, 2025 [4] - An earnings call webcast is scheduled for August 8, 2025, to discuss the full Q4 results [5][7]

Goldman Sachs plans to ask junior bankers to confirm their loyalty on a regular basis in a bid to limit advances from talent-hungry buyout firms https://t.co/HxUfh0r1Mn ...