制药业

Search documents
宝城期货资讯早班车-20250522
Bao Cheng Qi Huo· 2025-05-22 01:42
投资咨询业务资格:证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-05-22 专业研究·创造价值 1 / 13 请务必阅读文末免责条款 资讯早班车 二、商品投资参考 综合 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250416 | 2025/03 | GDP:不变价:当季同比 | % | 5.40 | 5.40 | 5.30 | | 20250430 | 2025/04 | 制造业 PMI | % | 49.00 | 50.50 | 50.40 | | 20250430 | 2025/04 | 非制造业 PMI:商务活 | % | 50.40 | 50.80 | 51.20 | | | | 动 | | | | | | 20250430 | 2025/04 | 财新 PMI:制造业 | % | 50.40 | 51.20 | 51.40 | | 20250506 | 2025/04 | 财新 PMI:服务业经营 活动指数 | ...
Wall Street Analysts Predict a 132.5% Upside in NewAmsterdam Pharma Company N.V. (NAMS): Here's What You Should Know
ZACKS· 2025-05-12 15:00
Core Viewpoint - NewAmsterdam Pharma Company N.V. (NAMS) has shown a significant price increase of 21.5% over the past four weeks, with a mean price target of $42.71 indicating a potential upside of 132.5% from the current price of $18.37 [1] Price Targets and Analyst Consensus - The average price target consists of seven estimates ranging from a low of $37 to a high of $52, with a standard deviation of $5.28, suggesting a high degree of agreement among analysts [2] - The lowest estimate indicates a potential increase of 101.4%, while the most optimistic estimate suggests an upside of 183.1% [2] - Analysts' price targets should be approached with caution, as empirical research indicates they often mislead investors rather than provide accurate guidance [7][10] Earnings Estimates and Market Sentiment - Analysts are optimistic about NAMS's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] - Over the past 30 days, one earnings estimate has increased, leading to a 3.8% rise in the Zacks Consensus Estimate for the current year [12] - NAMS holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, further supporting its potential upside [13]
英镑兑美元短线波动不大,现报1.3278,报道称美国和英国将尽快就制药业优惠待遇进行谈判。美国和英国将采用协商方式应对第232条款相关行业。
news flash· 2025-05-09 12:31
英镑兑美元短线波动不大,现报1.3278,报道称美国和英国将尽快就制药业优惠待遇进行谈判。美国和 英国将采用协商方式应对第232条款相关行业。 ...
昨夜,特朗普极度亢奋,华尔街却逐渐清醒
凤凰网财经· 2025-05-08 22:50
Group 1: Trade Agreement Overview - The UK and the US reached an agreement on tariff trade terms, with the UK making concessions on imports of US food and agricultural products in exchange for reduced tariffs on UK car exports [1][4] - The agreement includes a 10% additional tariff on the first 100,000 cars exported from the UK to the US, with a 25% tariff on any excess [6][8] - The UK will reduce or eliminate non-tariff barriers and will allow zero tariffs on certain agricultural products exported to the US [6][8] Group 2: Market Reactions - Following the announcement of the trade agreement, US stock indices rose, with the Nasdaq up 1.07%, Dow Jones up 0.62%, and S&P 500 up 0.58% [1] - Major tech stocks saw significant gains, with Tesla and Intel rising over 3%, and Amazon, Google, and Microsoft rising over 1% [1] - Chinese concept stocks also experienced gains, with the Nasdaq Golden Dragon China Index up 0.97% [1] Group 3: Economic Implications - Analysts express skepticism about the short-term economic impact of the agreement, citing existing divisions on key details [4][8] - The agreement is seen as a response to the pressures of US tariffs on UK exports, particularly in the automotive and steel industries [8][11] - The UK exports approximately £58.7 billion (about 718 billion RMB) worth of goods to the US, making it a significant trading partner [8][11] Group 4: Industry-Specific Concerns - The automotive sector is particularly vulnerable, with the US being the second-largest market for UK car manufacturers [11] - The steel industry has raised alarms about the potential "devastating blow" from US tariffs, which could lead to increased competition from imported steel [13] - The pharmaceutical industry is also at risk, with potential US tariffs on imported drugs causing significant concern among UK pharmaceutical companies [14]
德国一季度工业产出环比增1.4%,为2022年初以来单季最高环比增幅
news flash· 2025-05-08 13:32
德国联邦统计局5月8日公布的数据显示,经季节和工作日调整后,德国3月工业产出环比增长3%。今年 第一季度工业产出环比增长1.4%,这是自2022年初以来单季最高环比增幅。 统计显示,德国3月建筑业产出环比增长2.1%,能源业产出环比下降1.8%。剔除建筑业和能源业后,当 月工业产出环比增长3.6%,且增长体现在多个工业领域。其中,汽车行业、制药业和机械设备制造业 产出分别环比增长8.1%、19.6%和4.4%。 经工作日调整后,德国3月工业产出同比下降0.2%。(新华社) ...
美国进口商“末日狂奔”:特朗普关税后遗症刚开始,物价可能要涨到10月
第一财经· 2025-05-07 10:42
Core Viewpoint - The article discusses the significant impact of high tariffs on U.S. imports, predicting a sharp decline in import volumes in the second half of the year due to panic buying and subsequent supply chain disruptions [2][8]. Group 1: Import Trends - U.S. total imports increased by 23.3% in the current year, with a notable rise in March where the trade deficit expanded to $140.5 billion, a $17.3 billion increase (14%) from the previous month [2]. - Panic buying is evident as companies stockpile goods in anticipation of upcoming tariffs, particularly in consumer goods, which saw a historic high increase of $22.5 billion in March [3]. - The import of pharmaceuticals surged by $20.9 billion, while other categories like clothing, footwear, and electronics also saw significant increases [3]. Group 2: Tariff Implications - The Trump administration's tariff policies, including a 25% tariff on imported cars and similar rates on auto parts, have led to a surge in imports as businesses rush to secure inventory [3]. - High tariffs are expected to lead to a drastic drop in imports in the latter half of the year, with many retailers facing potential stock shortages [8]. Group 3: Supply Chain Disruptions - A significant drop of 43% in container arrivals at U.S. ports was reported, with predictions of a further 15% to 20% reduction in container ship arrivals at the Port of Los Angeles [7]. - Retailers are facing inventory shortages, with many only having 5 to 7 weeks of stock left, which could lead to reduced product availability and increased prices [7][9]. Group 4: Consumer Impact - Rising prices due to tariffs are expected to pressure real income growth, leading consumers to reduce spending and increase savings [9]. - The inventory shortages may affect holiday promotions and discount strategies, with consumers likely facing limited choices and rapidly depleting stock during key shopping periods [9]. Group 5: Economic Outlook - The manufacturing index has dropped to 48.7, indicating a contraction in the sector, with weak domestic demand and declining business confidence [9]. - Analysts predict that even if trade tensions ease, the damage to confidence and economic activity will persist, leading to slower economic growth and rising unemployment [9].
36万亿债务压顶!中方拒不妥协,川普决定对“大债主”动手!
Sou Hu Cai Jing· 2025-05-07 07:03
Group 1 - The U.S. debt has surpassed $36 trillion, which is 1.3 times the U.S. GDP for 2023, indicating a significant debt burden [1] - Trump's tariff strategy aimed to generate revenue for the U.S. Treasury but faced strong backlash from trade partners, including China and Canada [1][3] - The Federal Reserve, holding $4.7 trillion in U.S. Treasury bonds, is the largest buyer of U.S. debt, and Trump's attempt to remove Fed Chairman Powell was met with opposition from Wall Street and economists [3] Group 2 - The U.S. Treasury bonds, once highly sought after globally, are now viewed as a "hot potato," with many countries, including China, significantly reducing their holdings from $1.3 trillion to $759 billion, the lowest in 15 years [5][9] - The trend of "de-dollarization" is emerging, with the potential for the renminbi to replace the dollar in international markets, reflecting a shift in global financial dynamics [9] - The increasing international status of China and the rising influence of the renminbi suggest a gradual change in the global currency landscape, with the U.S. dollar facing unprecedented challenges [9]
Exness:2025年第2季度,幻象与现实
Cai Fu Zai Xian· 2025-05-07 06:44
Core Viewpoint - The financial markets are experiencing significant shifts due to capital rotation, increasing political risks, and a more segmented market environment, leading to varied performances across asset classes [2][16]. Group 1: Market Overview - In Q1, aggressive deleveraging occurred in the US and cryptocurrency markets, influenced by unexpected tariffs imposed by President Trump on Canada, Mexico, the EU, and China [3]. - The Nasdaq and S&P 500 indices saw substantial declines, while European indices like the DAX reached historical highs, indicating a shift in capital from US equities to overseas assets [3]. - The fear and greed index dropped from 66 (greed) to 20 (extreme fear) by March, reflecting market sentiment [8]. Group 2: Asset Performance - Gold emerged as the standout asset in Q1, with prices soaring to $3,000 per ounce, driven by political and trade tensions, alongside a dovish stance from central banks [9]. - The oil market remains uncertain, with prices fluctuating due to increased supply from Kazakhstan and the US, while demand concerns persist [10]. - The US stock market is under pressure, with the S&P 500 and Nasdaq indices falling below key moving averages, while European and Asian indices show strength [11]. Group 3: Currency Movements - The Euro has rebounded against the dollar, influenced by discussions on increased military spending and rising bond yields in Germany [4][14]. - The Japanese Yen is gaining attractiveness as a safe-haven asset, with inflation rates exceeding the Bank of Japan's target and long-term bond yields surpassing 2.5% [5][15]. - The forex market has been active, with the Euro and Yen strengthening, while the dollar's performance remains mixed amid tariff chaos and economic signals [13]. Group 4: Key Themes for Q2 - Capital is rotating from the US to Europe and Asia, driven by uncertainty and trade policies [16]. - Despite market declines, volatility remains low, indicating investor hesitation rather than panic selling [17]. - Safe-haven assets like gold and the Yen continue to attract inflows, while speculative risk assets face a challenging environment [17].
每日债市速递 | 稳就业稳经济将有若干举措
Wind万得· 2025-04-28 22:36
(*数据来源:Wind-央行动态PBOC) 2. 资金面 存款类机构隔夜和七天质押式回购利率一降一升,前者下行近 2 个 bp ,后者因跨月原因上行超 3 个 bp 。 海外方面,最新美国隔夜融资担保利率为 4.29% 。 1. 公开市场操作 央行 4 月 28 日以固定利率、数量招标方式开展了 2790 亿元 7 天期逆回购操作,操作利率 1.50% ,投标量 2790 亿元,中标量 2790 亿元。 Wind 数据显示,当日 1760 亿元逆回购到期,据此计算,单日净投放 1030 亿元。 // 债市综述 // (IMM) 3. 同业存单 全国和主要股份制银行一年期同业存单二级市场上最新成交在 1.77% 附近,较上日变化不大。 (*数据来源:Wind-国际货币资金情绪指数、资金综合屏) (*数据来源:Wind-同业存单-发行结果) 4. 银行间主要利率债收益率 | | 1Y | | 2Y | | ЗУ | | SY | | 7Y | | 10Y | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...
看到中美关税大战,印度高呼“又一次千载难逢的机遇”
Hu Xiu· 2025-04-27 05:56
Group 1: Defense Cooperation - The U.S. aims to sell high-priced military equipment to India to enhance its military capabilities and counterbalance China, while also attempting to limit India's military cooperation with Russia [2][4] - The defense cooperation is part of a broader negotiation involving multiple sectors, including energy and trade [1][4] Group 2: Energy Cooperation - The U.S. is primarily selling oil, natural gas, and nuclear equipment to India at high prices [3][4] Group 3: Trade Negotiations - Preliminary agreements have been reached in trade negotiations, with a roadmap established, although specific details are still lacking [4][6] - The U.S. has pressured India to lower tariffs on American agricultural products, which poses challenges for the Modi government due to the sensitivity of Indian farmers [6][7] Group 4: Strategic Technology Cooperation - Discussions on strategic technology cooperation include areas such as chip production and critical mineral resources, with the U.S. looking to assist India in producing rare earth minerals [4][8] Group 5: Economic Strategy - India's strategy over the past decade has been to leverage global chaos to achieve economic growth, aiming to establish bilateral free trade agreements with developed economies [8][9] - Despite improvements in Sino-Indian relations, India's ambition to surpass China remains unchanged, viewing China as a stepping stone for its economic rise [9][10] Group 6: Manufacturing Sector - India's manufacturing sector has seen "pointed breakthroughs" in specific industries like smartphones and pharmaceuticals, but overall, its contribution to GDP has declined from about 17% to approximately 14% [13][16] - The decline in manufacturing's GDP share is attributed to significant investment in the service sector, which maintains a 60% share of GDP [16] Group 7: Chinese Investment in India - Indian media expresses a strong anti-China sentiment, viewing the current geopolitical climate as an opportunity to attract Chinese investment while imposing stricter conditions on Chinese companies [18][19] - Chinese companies are reportedly lowering their investment standards in India due to the challenging environment, with some willing to sell a majority stake in their Indian operations [18][19] Group 8: Risk Management for Chinese Companies - Chinese companies are advised to adopt a short-term, flexible business model in India, focusing on quick transactions rather than long-term investments due to the complex legal environment [20][22]