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Mark Newton:美股年内仍有上涨空间,标普或冲击6650点
Group 1 - The core viewpoint of the articles indicates that despite recent market volatility due to geopolitical tensions, the overall market trend remains upward, with expectations for significant gains in the coming months [1][3][6] - The S&P 500 index is projected to reach a target range of 6050 to 6150 points, with a year-end target of 6650 points, suggesting a strong bullish sentiment [2][3] - The Nasdaq 100 index is expected to reach around 22000 points, with the QQQ ETF target price estimated at approximately 540 USD [2] Group 2 - The technology sector is anticipated to continue its upward trend, having been the strongest performing sector recently, with significant improvements in company earnings [6][10][14] - There is a notable rotation of funds back into the technology sector, while the healthcare sector is experiencing outflows due to regulatory pressures [13][14] - The overall sentiment in the market remains cautious, with many investors still skeptical about the sustainability of the current rally, despite a 20% rebound from recent lows [16] Group 3 - The U.S. dollar is expected to weaken further in the coming months, with projections indicating a potential drop to around 93 or 94 on the dollar index [8][9] - This dollar weakness is viewed as a strategic move to boost exports and may benefit emerging markets and commodities [9][12] - Precious metals, particularly gold, are forecasted to perform well, with a target price of 3800 USD for gold by October [10][12] Group 4 - The market is likely to experience a period of consolidation and minor corrections, particularly around August, which aligns with historical seasonal trends [4][6] - The overall market breadth and momentum indicators suggest that the market is not facing substantial challenges in the near term, maintaining a positive outlook [2][16] - The current economic environment, characterized by potential fiscal issues and expectations of interest rate cuts, is favorable for precious metals and industrial metals [12][10]
中国光大水务(01857)首次入选标普全球《可持续发展年鉴(中国版)》
智通财经网· 2025-04-22 04:40
光大水务执行董事兼总裁陶俊杰表示:"光大水务入选本年鉴是国际市场对公司长期坚持推行ESG战略 的高度认可,也是公司践行绿色发展承诺的重要里程碑。当前,行业正经历转型升级和绿色低碳发展的 时代变革,光大水务正在积极围绕"泛水"领域探索新机遇、拓展新业务,并坚持推动数智化转型带动存 量业务增效增收,创造更多绿色价值。未来,光大水务将继续以科技创新和高水平经营管理,谋求绿色 低碳与可持续发展,为行业高质量发展注入新动能,为中国"双碳"(即"碳达峰、碳中和")目标的实现贡 献力量。" 标普全球CSA 是全球最具影响力的企业可持续发展评估体系之一。此次,共有来自60个行业的1600多 家企业通过该评估并成为本年鉴的候选企业,164家企业最终入选。在每个行业类别中,入选企业的 CSA评分不得低于30分且与本行业最高分的差距在30%之内(当该行业类别候选企业不多于3家时,入选 企业的评分排名需位列行业前15%或第一),方能入选本年鉴。 智通财经APP讯,中国光大水务(01857)发布公告,公司近日首次入选标普全球《可持续发展年鉴(中国 版)》(本年鉴)。此次入选是基于公司在标普全球2024年企业可持续发展评估(CSA)中的 ...