人工智能投资主题正在发生转移。随着大型云服务提供商向新数据中心投入数十亿美元，投资者正在抢购技术基础设施领域的"卖铲人"股票，而非此前 主导市场的芯片巨头。这一轮AI交易的受益者已从英伟达等明星公司扩散至数据存储、电力供应、建筑承包等更广泛的产业链环节。 据统计数据显示，数据存储公司在2025年主导了标普500指数涨幅榜。 闪迪股价飙升近580%，成为该基准指数表现最佳的股票 ， 西部数据公司 位列 第二， 希捷科技 排名第四。与此同时，与AI相关的电力供应商以及电缆和光纤生产商，如Amphenol Corp.、Corning Inc.、NRG Energy Inc.和GE Vernova Inc.均跻身前25名。 统计数据显示，2025年，数据存储公司领涨标普500，闪迪涨580%居首，而英伟达仅涨40%跌至第71位。数据中心建设热潮带动电力供应、建筑承包、 布线、冷却系统等基础设施股票暴涨。分析人士指出，当基准指数相当集中时，寻找能够推动销售和盈利增长的主题就变得很重要。所以投资者正在拓宽 视野，超越科技板块本身。 弱。 建筑和电力股成为新宠 这与过去几年形成鲜明对比。 作为最初的AI"卖铲人"，英伟达曾 ...

AS Nordecon group company Tariston AS and the Estonian Transport Administration have concluded a contract for the construction of the Päädeva–Orgita road section located at kilometres 62.2–64.8 and... Read More ...

Core Insights - Tutor Perini Corporation has been awarded a change order valued at approximately $53 million for the City Center Guideway and Stations Project in Honolulu, HI [1] Company Summary - The awarded change order is significant as it allows Tutor Perini to design the rail segment that will extend the current terminus and connect Kaka'ako to Ala Moana [1]

资讯编辑：罗莹 021-26093550 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 今年以来，宁夏发改委围绕经济分析、规划编制、项目推进、改革攻坚等核心任务持续发力。通过建 立"月初研判、月中调度、月末分析"的闭环工作机制，精准聚焦经济运行中的热点、难点、堵点问题， 牵头制定并推动了包括"稳增长促发展攻坚年"、奋力打好"六个攻坚战"、促进民营经济高质量发展在内 的40余项政策举措，为经济平稳运行注入强劲动力。 在深化改革与激发市场活力方面，系统积极推进新能源上网电价市场化改革、输配电价改革等一系列关 键举措。同时，加强综合统筹，全面落实融入全国统一大市场、统筹"两化一振兴"、构建新型能源体 系、建设数字宁夏、推进城乡清洁供热取暖、实施贺兰山生态保护绿色发展工程等多项重大战略任务。 全年争取的各类中央资金支持规模创下历史最好水平，有力保障了宁夏595个项目的建设需求。 此外，宁夏发改委高质量完成了规划编制相关工作，全面总结了"十四五"时期的发展成就，并扎实推 进"十五五"规划《纲要》的起草以及35项重大课题研究，为地区长远发展奠定了坚实基础。 12月28日，从宁夏回 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **Chinese economy**, focusing on various economic indicators and trends, particularly in the **retail, property, and investment sectors**. Core Insights and Arguments 1. **Retail Sales Performance**: - Retail sales growth slowed to **1.3% YoY** in November, down from **2.9% YoY** in October, which was weaker than market expectations of **2.9%** [110] - Sales of household appliances and automobiles contracted significantly, with household appliances down **19% YoY** and autos down **8% YoY** [110] - The overall consumption growth is expected to remain soft in 2026 due to high base effects and ongoing property downturn [110] 2. **Fixed Asset Investment (FAI)**: - FAI growth remained weak, with a **YoY decline of -11.1%** in November, slightly better than the previous month [85] - Manufacturing FAI saw a modest improvement, narrowing its decline to **-4.5% YoY** [85] - Infrastructure FAI continued to contract sharply at **-11.9% YoY** [85] - The deployment of special financing tools from policy banks may provide some support for FAI components in the future [85] 3. **Property Market Dynamics**: - The property market continues to face challenges, with property sales growth falling by **17.3% YoY** in November and new starts down **27.6% YoY** [70] - The average new home sales price in 70 cities declined by **0.4% MoM** in November, indicating ongoing price pressures [70] - The government has implemented various measures to support the property sector, but the recovery is expected to take time [70] 4. **Economic Growth Projections**: - Q4 GDP growth is anticipated to decelerate to around **4.2% YoY**, with full-year 2025 GDP growth averaging **4.9%**, aligning with the target of "around 5%" [4] - The Central Economic Work Conference (CEWC) is expected to set a GDP growth target of **4.5-5%** for 2026, although achieving this may be challenging due to anticipated slowdowns in exports and the property market [6] 5. **Monetary and Fiscal Policy**: - Modest policy easing is ongoing, with expectations of a **20bps cut in policy rates** by the end of 2026 [5] - The government plans to increase consumption subsidies to **RMB 400 billion** in 2026 from **RMB 300 billion** in 2025, aiming to support consumer spending [110] Other Important Insights - **Inflation Trends**: - November CPI inflation increased to **0.7% YoY**, driven by a rebound in food prices, while PPI recorded a slight decline of **-2.2% YoY** [125] - The inflation outlook suggests a potential rebound in CPI to **0.4%** in 2026, while PPI may only turn positive by late 2026 or early 2027 [125] - **Credit and Liquidity Conditions**: - Total social financing (TSF) growth stabilized at **8.5% YoY** in November, with new RMB loans totaling **RMB 390 billion** [140] - The PBC is expected to continue accommodative monetary policy, with further RRR cuts anticipated [150] This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the Chinese economy, particularly in retail, property, and investment sectors.

Please weigh in weigh in on the number if you could not all of the other part of it. >> Sure. Uh first happy holidays all and thank you for everybody being on the program. uh on the on the jobless claims numbers um you know I think you have to look at the four-week average obviously given the volatility and on that note on initial you're down about a percentage point or almost two percentage points year-over-year and continuing claims are up a little bit about 1 and a.5% but those aren't very concerning num ...

Core Insights - JFB Construction Holdings expects a 119% increase in Q4 2025 revenues compared to Q4 2024 revenues, indicating strong growth potential for the company [1][2]. Group 1: Financial Performance - The anticipated revenue increase is attributed to several milestones achieved during Q4 2025, with ongoing projects expected to contribute positively to revenue in Q1 2026 [2]. - The company has executed an $18.9 million contract for the first phase of a high school construction project in DeSoto County, with a total contract value of $100 million upon completion [7]. - A $44 million private placement has been completed, with $34 million allocated for general corporate operating expenses [7]. Group 2: Ongoing Projects and Partnerships - JFB is involved in the construction of a Courtyard Marriott in Olive Branch, Mississippi, where it holds a 25% ownership interest [7]. - The company plans to collaborate with Building Tomorrow's Schools, which has developed over 40 schools in Florida, as public school construction becomes a new revenue stream [3]. Group 3: Company Background - JFB Construction Holdings has extensive experience in residential and commercial construction, having developed over 2 million square feet of commercial and retail space [4]. - The company's reputation is built on client trust, with most projects acquired through referrals and repeat customers, operating in 36 U.S. states [5].

Core Viewpoint - European construction shares are experiencing significant gains in 2025, driven by enthusiasm for thematic trades related to Germany's infrastructure stimulus, the anticipated rebuilding of Ukraine, and the boom associated with AI technologies [1] Group 1: Market Drivers - Thematic trades around Germany's infrastructure stimulus are contributing to the positive performance of construction shares [1] - Hopes for the rebuilding of Ukraine are also boosting investor sentiment in the construction sector [1] - The AI-related boom is further enhancing the attractiveness of construction shares in the market [1]

Singapore, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Springview Holdings Ltd (Nasdaq: SPHL) (the “Company”) today announced that it has received a written decision, dated December 18, 2025, from the Nasdaq Hearings Panel (the “Panel”) confirming that the Company has regained compliance with Nasdaq Listing Rule 5550(a)(2), which requires a minimum bid price of US$1.00 per share for continued listing on The Nasdaq Capital Market. As previously disclosed, the Company implemented a 1-for-8 reverse share split effectiv ...

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter. An energy infrastructure provider is moving forward with a multibillion-dollar data center project in West Feliciana Parish, Louisiana, marking another megaproject win for the Bayou State. Hut 8, a Miami-based company, reported the first phase of construction is underway on its River Bend data center campus, valued at approximately $10 billion, according t ...