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CEO抛售引发机构投资者撤出 DroneShield(ASX:DRO)被唱空为“死钱”股 短期难有起色?
Sou Hu Cai Jing· 2025-11-19 10:55
( 图片来源:《澳华财经在线》) CEO抛售引发机构投资者撤出 DroneShield(ASX:DRO)被唱空为"死钱"股 短期难有起色? 继公司CEO、董事局主席和另一位董事出售近7000万澳元股票后,有股票经纪人表示,机构投资者对热门国防科技 股Droneshield Ltd (ASX股票代码:DRO)已失去兴趣,可能会在很长一段时间内避开这只股票。 据《澳金融评论报》,Bell Potter去年曾受聘于DroneShield,协助其募集总计2.2亿澳元资金,该券商一直看好DRO 的前景,建议客户购买其股票,并在最近再次确认 5.30澳元的目标价。 然而Bell Potter的机构销售交易员在给客户的一份报告中指出在本月3名董事售股后许多大的投资者已选择退出,并 预测"它在2025年剩余时间里不会有任何起色,因而是'死钱'",机构投资者将"忽视"这只股票。 目前买进的主要是散户,因为他们希望未来几个月能出现"DroneShield的第二轮反弹"。该交易员称,"从长期来看, DRO是个不错的投资选择,但短期内……(反弹)不会很明显。" DroneShield在过去一年中曾上涨超过200%,并于9月底加入AS ...
赤峰黄金:稀土业务占比较小 处于开发初期阶段
Xin Lang Cai Jing· 2025-09-03 13:06
赤峰黄金9月3日在互动平台表示,公司坚持"以金为主"的发展战略,稀土业务占比较小,目前处于开发 初期阶段。 ...
刚拿到中国稀土,美国就飘了,要推翻协议框架?中方已备好万全之策,特朗普打错了算盘
Sou Hu Cai Jing· 2025-07-26 15:55
Core Viewpoint - The upcoming China-U.S. economic and trade talks are complicated by U.S. attempts to introduce new issues, particularly regarding China's oil purchases from Russia and Iran, which could affect the negotiations and the broader economic relationship between the two countries [1][3][4]. Group 1: Trade Dynamics - China's rare earth exports to the U.S. surged to 352.8 tons in June, a 660% increase from May, indicating China's commitment to fulfilling trade agreements [1]. - The U.S. Treasury Secretary has expressed a desire to include China's purchases of Russian and Iranian oil in the upcoming trade negotiations, reflecting a shift in U.S. strategy [3][4]. - The U.S. aims to leverage the oil purchase issue to gain negotiation advantages and to disrupt the economic ties between China and Russia [4][6]. Group 2: Strategic Responses - China maintains strict control over its rare earth export quotas to the U.S., ensuring that it retains significant leverage in the supply chain [6]. - China opposes U.S. unilateral sanctions and emphasizes that its oil trade with Russia and Iran is based on mutual benefit and normal international trade rules [6][9]. - The Chinese government is actively diversifying its energy import sources to reduce dependency on any single supplier, enhancing its energy security [6][9]. Group 3: Negotiation Challenges - The upcoming third round of China-U.S. trade talks is expected to be contentious, with China rejecting the politicization of trade issues [7]. - If the U.S. insists on including unrelated geopolitical issues in the negotiations, it risks a breakdown in talks, which could have negative repercussions for both economies [7][9]. - China's commitment to dialogue and negotiation is firm, but it is prepared to defend its national interests against U.S. pressure [9].