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印尼—中国法律、文化与投资研究中心成立
Xin Hua Cai Jing· 2025-10-11 05:01
新华财经雅加达10月11日电(记者曹凯冯钰林)为进一步推动中印尼两国在法律与投资领域的深入合 作,印度尼西亚—中国法律、文化与投资研究中心(LCIC)10日在雅加达成立,并举办《中国投资在 印尼战略产业园区的机遇与风险》主题研讨会。 LCIC主任阿迪拉·梅蒂亚拉·因坦在致辞中表示,LCIC的独特价值在于融合法律、投资与文化三个维 度,致力于推动跨国合作的可持续发展。未来,中心将聚焦投资政策研究、跨部门问题解决、法律与文 化咨询及宣誓翻译与信息服务等四大方向,为中印尼合作提供专业支撑,打造法律与投资合作平台。 印尼总检察院副总检察长纳伦德拉·亚特纳在发言中提出构建"双重确定性"体系的重要性:一方面是法 律确定性,确保法规稳定、透明和可预期;另一方面是义务确定性,要求投资者切实履行社会、经济与 环境责任。他期待LCIC成为推动法律协调与政策制定的重要智库。 中国驻印尼大使馆公使衔参赞李洪伟高度评价中心成立的意义。他指出,中国政府将继续支持企业对印 尼投资,深化产业链合作。他期待印尼—中国法律、文化与投资研究中心在国际经贸规则、两国法律适 用、文化沟通、保护投资者权益、优化营商环境等方面深化研究,提出建议,做好咨询 ...
市场预期美联储10月份降息概率超九成
Zheng Quan Ri Bao· 2025-10-09 15:54
值得一提的是,自当地时间10月1日起,美国联邦政府正式进入"停摆"状态,美国劳工部也因预算中断 已暂停发布非农就业报告等关键宏观经济数据。 "'停摆'造成重要数据无法按时发布。"民生银行首席经济学家温彬告诉《证券日报》记者,数据的缺失 将影响美联储的政策判断,增加市场的不确定性。不过,有限的经济数据支持美联储保持降息节奏。在 非农就业数据缺失后,其他数据的重要性凸显。有"小非农"之称的ADP就业在9月份减少3.2万人,显著 低于预期。不过,9月份美国挑战者裁员人数较8月份的8.6万人下降至5.41万人,可见当前美国就业市场 依旧呈现新增岗位下降但裁员和失业相对稳定的局面,和上月的情况整体类似。 针对后续货币政策的操作,美联储与会官员表示无预设路径,未来货币政策将会基于数据、美国经济前 景以及风险演变进行调整。不过,纪要也显示,绝大多数美联储官员认为今年剩余时间内进一步放松货 币政策可能是合适的。 陕西巨丰投资资讯有限责任公司高级投资顾问丁臻宇在接受《证券日报》记者采访时表示,从市场预期 来看,几乎可以确定美联储将在10月份采取降息行动。美国就业市场持续发出疲软信号,通胀压力也呈 缓解态势,美国经济增长放缓的迹 ...
Value Line(VALU) - 2025 FY - Earnings Call Transcript
2025-10-07 15:30
Financial Data and Key Metrics Changes - The company reported a net income of $20,686,000 for fiscal 2025, translating to $2.20 per share, which is an increase of 8.8% from fiscal 2024 [13] - Retained earnings rose by more than $9.1 million, or 8.8%, totaling $113,400,000, marking the highest level in the past two decades [14][17] - Liquid assets exceeded $77.1 million at year-end, reflecting a more than 13% increase year-over-year [17] Business Line Data and Key Metrics Changes - Earnings from EAM, the investment advisor to the Value Line Mutual Fund, totaled $18,318,000, growing by over $5 million, or 38% from the previous year [13] - Income from securities transactions reached a record high of $3,238,000, exceeding the prior year's income of $2,764,000 by more than 17% [14] Market Data and Key Metrics Changes - The U.S. economy, where the company conducts 98% of its business, has been generally expanding, with expectations for continued growth [18] - Stock market conditions have been favorable, with most indexes hitting new highs, positively impacting the company [19] Company Strategy and Development Direction - The company continues to invest in advertising and marketing initiatives, particularly targeting individual investors, and is utilizing artificial intelligence for more effective advertising [15] - There is an ongoing effort to update and redesign information technology systems for greater efficiency and security, including replacing older legacy systems [16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the economic outlook, despite concerns about rising unemployment and softness in certain sectors like manufacturing and home building [18] - The company believes that the Federal Reserve's timely policy actions will address areas of economic softness [19] - Higher tariffs have had little impact on profitability and supply chain disruptions, with the company diversifying supply sources to mitigate risks [20] Other Important Information - The company has paid over $20 million in dividends to shareholders over the past two years, reflecting a commitment to returning value to shareholders [17] Q&A Session Summary Question: What is management's view of the economic outlook and its effect on the company? - Management expects the U.S. economy to continue expanding, with some concerns about rising unemployment and softness in manufacturing and home building [18] - The Federal Reserve's actions are seen as timely to address economic softness, and stock market conditions have been favorable for the company [19] Question: What are the board's plans for buying back stock? - The company has been moderately active in stock repurchase programs and continues to evaluate its stance periodically [20]
美股牛市后期信号显现:投资者担心踏空
Zhi Tong Cai Jing· 2025-09-25 11:33
美股市场的最新上涨动力来自于投资者持续将资金投入人工智能领域,以及美联储降息。与此同时,美 国政府关门的威胁日益明显,劳动力市场持续疲软,股票估值已达到以往市场泡沫时期的水平。 看涨的投资者并未却步。野村控股的董事总经理兼跨资产策略师查理.麦克埃利戈特称,近期的部分期 权交易押下重注,赌标普500指数将从当前水平再涨11%。 尽管人们对美股是否处于泡沫之中忧心忡忡,但此前一直对冲下跌风险的投资者,如今开始担心错过一 轮潜在的年终上涨行情。 智通财经APP注意到,衍生品市场传递出了这样的信号:一项衡量看涨期权相对成本的指标已升至1月 以来最高水平。随着标普500指数接连创下历史新高,此前不断上涨的下跌保护成本已开始下降。 这种行为看起来像是典型的牛市后期行为——尽管下行风险开始积聚,但涨势反而获得动力。四季度历 来也是股市表现最强劲的时期之一,因此随着本月标普500指数突破6600点,人们最担心的就是踏空行 情。 Gateway Investment Advisers的投资策略师约瑟夫.费拉拉表示:"临近年末,7000点大关比许多人预期的 要近得多。" 麦克埃利戈特建议,看涨的投资者如果想进一步追逐收益,需要有 ...
智能投顾“决策家”软件:掀起投教“认知革命”,重塑投资教育新格局
Sou Hu Wang· 2025-09-25 10:24
在A股市场持续深化改革、科技赋能金融的大潮中,智能投顾正从"工具辅助"向"认知重构"跃迁。深圳 市国诚投资咨询有限公司(以下简称"国诚投顾")凭借21年专业积淀,推出智能投顾软件"决策家",以"工 具+场景+学习"三元一体模式,不仅重构了中小投资者的决策逻辑,更以"千人千面"的个性化投教体 系,掀起了一场投教领域的"认知革命"。 一、内置功能:"三大选股策略模型"和"九大特色指标"的双重赋能 决策家软件是一套特别完善的交易标准,从大盘,板块,题材到个股,从年线到1分钟线,覆盖了大小 周期和所有品种的整个波动关键节点的判断,结合波浪理论和一些常见指标的简单应用,能够帮助普通 投资者了解整体的运行情况,并且有交易的标准和策略,形成自己的交易体系。包括"三大选股策略模 型"和"九大特色指标": 其中三大选股策略包括: 左侧抄底Z1:结合特色指标顶底先机以及筑底雷达,自动生成形成低位拐点的股票池,适合大资金低 吸中长线建仓。 主升回踩U1:结合特色指标趋势通道、主力动能以及传统指标,配以多因子的评分体系,精选出已经 走入上升趋势经过短线调整回踩到位的股票池。 主升突破U2:结合特色指标趋势通道、主力动能以及热点题材, ...
江苏今夏最高用电负荷长三角第一 全国新能源汽车销量突破4000万辆
Sou Hu Cai Jing· 2025-09-19 00:10
Group 1: Electric Vehicle Infrastructure - Lianyungang City in Jiangsu has accelerated the construction of electric vehicle charging infrastructure to enhance urban livability and quality of life for residents [3] Group 2: Market Performance - On September 18, the three major indices experienced a rapid decline after an initial rise, with total trading volume in the Shanghai and Shenzhen markets reaching 3.135 trillion yuan, an increase of 758.4 billion yuan compared to the previous trading day [4] - The Shanghai Composite Index fell by 1.15%, the Shenzhen Component Index by 1.06%, and the ChiNext Index by 1.64%, with over 4,300 stocks declining [4] Group 3: Power Consumption and Infrastructure Development - During the peak summer period, Jiangsu's power grid received over 40 million kilowatts of external power for the first time, reaching a historical high of 40.53 million kilowatts [6] - Jiangsu's highest electricity load surpassed 156 million kilowatts, ranking first in the Yangtze River Delta region [6] - The province has been advancing water, land, and air infrastructure projects, with notable projects like the Changtai Yangtze River Bridge and the world's longest underwater shield tunnel under construction [6] Group 4: National Standards and Vehicle Sales - The State Administration for Market Regulation approved a new national standard for recreational vehicles, effective March 1, 2026, aimed at enhancing user safety [7] - Cumulative sales of new energy vehicles in China have surpassed 40 million units, maintaining the world's leading position in production and sales for ten consecutive years [7] Group 5: Corporate Developments - Mercer Consulting reported that investors are reducing their asset allocation in the U.S. due to Trump's trade policies and pressure on the Federal Reserve to cut interest rates, with a shift of funds towards Europe, Japan, and other regions [8] - Hyundai Motor has revised its 2025 operating profit margin target down from 7%-8% to 6%-7% due to U.S. tariff policies, while aiming for 7%-8% by 2027 and 8%-9% by 2030 [8] - Samsung Group announced plans to hire 60,000 new employees over the next five years, focusing on semiconductor, biotechnology, and artificial intelligence sectors [8]
万亿资金涌动!美世咨询警告:特朗普政策促使投资者逃离美国市场
Zhi Tong Cai Jing· 2025-09-18 06:48
美世咨询公司表示,美国总统唐纳德·特朗普试图重塑全球贸易格局以及向美联储施压以降低利率的做法, 正促使投资者削减对美国的投资。这家总部位于纽约的投资咨询公司全球首席投资官Hooman Kaveh表示, 该公司管理着3900名客户,资产总额达17万亿美元,这些客户正在将资金从美国转移到欧洲、日本和其他 地区。他表示,资金外流的原因是人们对关税、特朗普施压美联储、赤字上升以及美元走弱的前景感到担 忧。 Kaveh本周接受采访时表示,特朗普第二任期的开启"成为多元化投资的触发点"。他表示:"我们确实在客 户的投资组合中看到了这一点,资金正流向多元化的市场、地域、资产类别和货币。" 4月初,特朗普贸易战的不确定性令全球市场恐慌,美国股市和美国国债价格在其"解放日"声明发布后双双 下跌。尽管两者随后均有所回升,但对于美元投资者而言,今年美国股市的表现仍落后于大多数全球股 市。 美股表现落后于全球其他股市 Kaveh表示,特朗普频繁批评美联储主席杰罗姆·鲍威尔在降息问题上行动迟缓,并试图解雇美联储理事丽 莎·库克,这些做法都促使投资者纷纷撤离美国资产。 他表示:"美联储的政治化正将美联储置于不利境地。目前对通胀和就业的关 ...
常州先超智能科技有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-09-17 23:13
天眼查App显示,近日,常州先超智能科技有限公司成立,法定代表人为陈寒俊,注册资本100万人民 币,经营范围为一般项目:智能机器人的研发;智能机器人销售;股权投资;以自有资金从事投资活 动;融资咨询服务;信息咨询服务(不含许可类信息咨询服务);互联网销售(除销售需要许可的商 品);五金产品批发;五金产品零售;金属制品销售;金属工具销售;食用农产品批发;农业机械销 售;棉、麻销售;针纺织品销售;针纺织品及原料销售;服装辅料销售;服装服饰批发;服装服饰零 售;鞋帽批发;鞋帽零售;日用品销售;电子产品销售;电子元器件批发;电子元器件零售;电力电子 元器件销售;金属材料销售;玩具销售;汽车零配件批发;汽车零配件零售;汽车装饰用品销售;日用 百货销售;家用电器销售;仪器仪表销售(除依法须经批准的项目外,凭营业执照依法自主开展经营活 动)。 ...
NGL Energy Partners Preferred Shares: Long And Strong Plays
Seeking Alpha· 2025-09-10 16:58
The Fortune Teller is a team of two analysts with over 30 years of market experience between them. One of the principles is a formerly licensed investment advisor with a background in asset management. They also hold BAs in Accounting & Economics and Computer Sciences, as well as MBAs, which they use to inform their stock selections They lead the investing group They lead the investing group Wheel of Fortune where they share actionable trading ideas across all asset-classes, sectors and industries. The goal ...
道元集团完成纳斯达克上市,募资600万美元
Sou Hu Cai Jing· 2025-09-10 07:00
昨晚,来自中国澳门的道元集团(Zenta Group Company Limited,股票代码:ZGM)成功在美国纳斯达克上市,此次IPO发行价为每股4美元,共发行150 万股,募资总额达600万美元。公司最早于2024年5月3日向美国证券交易委员会(SEC)秘密递交上市申请,随后于2025年1月6日公开披露招股书。首日 开盘股价为4.35美元,最终该股收于3.69美元,跌幅 7.75%,总市值4274万美元。 道元集团是一家专业的服务提供商,主要业务包括工业园区咨询服务、商业投资咨询,并通过旗下主要子公司销售金融科技产品和服务。最初,道元集团 专注于提供产业园区咨询和商业投资咨询服务。从2023年下半年开始,公司积极发展金融科技业务,该部门现已贡献其收入的大部分。目前,道元集团的 金融科技业务主要包括两大板块:一是销售分析客户信用风险和消费行为的平台;二是作为供应商提供的金融科技产品的中介分销商 公司架构 在截至9月30日的2023财年和2024财年,道元集团分别实现86.3万美元、203.1万美元的营收,净利润也从41.9万美元增至79.9万美元。其中,2024财年金融 科技服务费(算法与大数据)收入占比 ...