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收评:三大指数涨跌不一 CPO概念、医药板块走强
Jing Ji Wang· 2025-11-27 02:09
盘面上,CPO概念再度走强,长光华芯2连板,中际旭创大涨超13%。医药股全线走强,流感、创 新药概念领涨,粤万年青、华人健康、北大医药等多股涨停。零售股尾盘拉升,东百集团、国光连锁等 多股涨停。军工板块回调,航天发展跌停。此外,半导体、元器件、海南自贸概念、人形机器人概念等 板块涨幅居前,水产品、银行、旅游等板块跌幅居前。 中国经济周刊-经济网讯 截至收盘,上证指数报3864.18点,跌幅0.15%,成交额7010.20亿元;深证 成指报12907.83点,涨幅1.02%,成交额10823.27亿元;创业板指报3044.70元,涨幅2.14%,成交额 5235.99亿元。 编辑:何颖曦 ...
收评:创业板指涨2.14% CPO概念、医药板块走强
11月26日,A股三大指数走势分化,沪指午后震荡转跌,截至收盘,上证指数跌0.15%,深证成指涨 1.02%,创业板指涨2.14%。盘面上,CPO概念再度走强,长光华芯2连板,中际旭创大涨超13%。医药 股全线走强,流感、创新药概念领涨,粤万年青、华人健康、北大医药等多股涨停。零售股尾盘拉升, 东百集团、国光连锁等多股涨停。军工板块回调,航天发展跌停。此外,半导体、元器件、海南自贸概 念、人形机器人概念等板块涨幅居前,水产品、银行、旅游等板块跌幅居前。全市场个股跌多涨少, 3500只个股下跌,成交金额近1.8万亿元。 ...
外交部:中美元首通话是美方发起的;特朗普:俄乌和平协议已“非常接近达成”
Di Yi Cai Jing Zi Xun· 2025-11-26 01:32
编辑 | 夏木 美股齐涨 美股主要股指周二继续走高,一系列经济数据强化了投资者对于美联储将在12月实施年内第三次降息的 预期。然而,科技板块表现疲弱,在一定程度上限制了纳斯达克指数的涨幅。 截至收盘,道指上涨664.18点,涨幅1.43%,报47112.45点;标普500指数上涨60.76点,涨0.91%,报 6765.88点;纳指上涨153.59点,涨0.67%,报23025.59点。 【热门股表现】 热门大型科技股涨跌互现。Meta上涨3.78%,微软上涨0.63%,亚马逊上涨1.50%,苹果上涨0.38%,特 斯拉上涨0.39%;英伟达下跌2.59%。此前有市场消息称,Meta正考虑未来数年在数据中心使用Alphabet 的人工智能芯片,并计划在明年之前在谷歌云租用芯片,推动Alphabet股价上涨1.53%并再创历史新 高。 零售板块走势强劲,Kohl's大涨42.53%,Abercrombie&Fitch飙升37.54%,均因上调全年盈利预期而走 高;Burlington Stores因第三季度营收不及预期大跌12.24%。 纳斯达克金龙中国指数收涨0.35%,报7753.25点。中概股中,小马智行 ...
三大股指期货齐涨 英伟达绩后走高 9月非农报告公布在即
Zhi Tong Cai Jing· 2025-11-20 12:19
市场消息 美联储决策迷雾未散!迟来的9月非农数据难以照亮降息前景。美国劳工统计局将于周四发布9月份的非农就业数据,从而结束 因政府停摆导致的官方就业数据空白期——尽管这份数据提供的无疑是过时信息。该报告预计将显示非农就业人数增加5万 人,高于最初报告的8月份的2.2万人,但仍表明劳动力市场疲软。由于这些是9月份的数据,它们对试图在艰难局面中寻找方向 的政策制定者帮助有限,并可能被市场忽视。美联储主席鲍威尔最近将这种情况比作"在雾中驾驶",并告诫不要将进一步降息 视为板上钉钉。 AI热潮还在持续赋能!巴克莱看好大型科技股引领标普500指数突破7400点。巴克莱策略师将2026年底标普500指数的目标预期上 调至7400点,较该基准指数周三收盘位6642.16点有11.4%的潜在涨幅,理由是超大市值科技股的强势,以及尽管经济增长缓 慢,但货币和财政环境有所改善。7400点的目标较此前7000点的目标上调了5.7%。该行策略师还将标普500指数2026年的每股 收益目标从295美元上调至305美元,因为他们认为科技行业的利润增长将超过华尔街的普遍预期,"超大市值公司在宏观低增长 环境中继续表现出色,且人工智能竞赛没 ...
8月下旬以来 特朗普购买了至少8200万美元的债券
Feng Huang Wang· 2025-11-16 11:28
Group 1 - The financial disclosure report from the U.S. Office of Government Ethics (OGE) revealed that President Donald Trump purchased at least $82 million in corporate and municipal bonds between late August and early October, including investments in industries benefiting from his policies [1] - Trump's bond investments include those from semiconductor manufacturers like Broadcom and Qualcomm, technology companies such as Meta Platforms, retailers like Home Depot and CVS Health, and Wall Street banks including Goldman Sachs and Morgan Stanley [2] - Trump also bought bonds from Intel after the U.S. government purchased shares in the company under his direction, with a previous disclosure indicating he had acquired over $100 million in bonds since taking office [3] Group 2 - The recent financial activities included over 175 transactions, primarily involving bonds issued by municipal, state, county, school districts, and other public entities [1] - Trump's investments in the bond market are part of a broader portfolio that has reportedly generated over $600 million in income from various businesses, including cryptocurrency and golf properties [3] - The 2024 annual disclosure document indicated that Trump's total assets are valued at a minimum of $1.6 billion, with significant increases attributed to his investments in the cryptocurrency sector [3]
公开信息披露:8月下旬至10月初,特朗普购入至少8200万美元债券
Sou Hu Cai Jing· 2025-11-16 06:53
Group 1 - President Trump purchased at least $82 million in corporate and municipal bonds between late August and early October, benefiting from industries influenced by his policies [1] - Over 175 financial transactions were conducted by Trump during this period, with total bond purchases exceeding $337 million [1] - The bonds acquired include those from various sectors, such as semiconductor manufacturers like Broadcom and Qualcomm, tech companies like Meta Platforms, retailers like Home Depot and CVS Health, and Wall Street banks like Goldman Sachs and Morgan Stanley [1] Group 2 - Trump also bought bonds from investment banks like JPMorgan Chase and requested an investigation into JPMorgan's past relationship with Jeffrey Epstein [2] - The Trump administration acquired shares in Intel, and subsequently, Trump purchased Intel bonds [2] - Since returning to the presidency, Trump has purchased over $100 million in bonds, with a total reported income of over $600 million from various investments, including cryptocurrency and golf courses [4] Group 3 - Nancy Pelosi, a prominent investor in Congress, disclosed stock transactions totaling approximately $59 million over the past three years, with a family investment return of 84.3% in 2023 [6] - Pelosi's family wealth grew from $41 million in 2004 to $120 million in 2023, showcasing significant investment success [6] - Other notable investors in Congress include Senator Ron Wyden and Representative Marjorie Taylor Greene, indicating a trend of wealth accumulation among lawmakers [6]
利群股份:11月11日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-11 09:00
2024年1至12月份,利群股份的营业收入构成为:零售连锁占比60.47%,物流供应链占比25.77%,其他 业务占比12.49%,食品工业及其他占比1.27%。 每经AI快讯,利群股份(SH 601366,收盘价:4.68元)11月11日晚间发布公告称,公司第十届第五次 董事会会议于2025年11月11日以现场结合通讯方式召开。会议审议了《关于制定 <利群商业集团股份有 限公司银行间债券市场信息披露事务管理制度> 的议案》等文件。 每经头条(nbdtoutiao)——北大医药董事长徐晰人被抓前,警方去集团厂区调查过!内部人士:集团 资产被其处置,巨额资金去向不明 (记者 王晓波) 截至发稿,利群股份市值为43亿元。 ...
最高法将对“开门杀”等问题作出规定;东航复航“中印航线”;菲律宾全国超百万人撤离;美政府“停摆”有望结束?丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-11-09 23:11
标题点睛: 最高人民法院11月9日公布关于审理交通事故责任纠纷案件适用法律若干问题的解释(二)(征求意见稿),向社会公开征求意见。该司法解释拟就"开门 杀"、电动自行车与机动车发生交通事故造成机动车一方人身损害等问题作出规定,征求意见截止日期为11月15日。 据中国东方航空官方微博,11月9日13:02,东航MU563航班搭载248名旅客从上海浦东国际机场飞赴印度德里,标志着时隔5年,东航正式复航"中印航 线",成为2025年首家复航中印客运航班的国内航司。 菲律宾民防局表示,截至9日16时16分,为应对"凤凰"可能带来的强风、暴雨和风暴潮,菲律宾全国已转移大约110万人。 美国参议院多数党领袖约翰·图恩当地时间11月9日表示,一项关于结束政府"停摆"的潜在协议"正在逐步达成"。 每经记者|王帆 每经编辑|陈柯名 张喜威 胡玲 潘海福 1 供应链混乱的源头和责任在荷方!商务部回应安世半导体问题 据商务部网站11月9日消息,商务部新闻发言人就欧方关于安世半导体问题的声明答记者问表示:造成当前全球半导体供应链混乱的源头和责任在荷方, 中方注意到欧方已表示会做荷方工作,希欧方进一步加大工作力度,促荷方尽快撤销相关措 ...
苹果在印度遭遇“杀猪盘”
3 6 Ke· 2025-11-06 04:11
Core Viewpoint - The article discusses the significant penalties imposed on foreign companies operating in India, highlighting a recent $4.1 billion fine on Apple, which is seen as part of a broader trend of aggressive tax enforcement against foreign firms in the country [1][3]. Group 1: Apple Case - Apple received a $4.1 billion fine, which represents 4.3% of its projected global net profit for the 2024 fiscal year [3]. - The fine was based on a legal interpretation that classified Apple's lending of specialized production equipment to its Indian suppliers as "import," thus requiring customs duties [3]. - The Indian tax authorities utilized a combination of old laws and recent judicial interpretations to justify the fine, creating a unique legal precedent [3][4]. Group 2: Other Foreign Companies - Samsung faced a $601 million tax bill in March for allegedly evading import duties on telecom equipment, which significantly impacted its profits [6]. - Xiaomi had its assets worth 4.8 billion yuan frozen in 2022 due to accusations of illegal fund transfers, which were later deemed unfounded [6]. - Volkswagen received a record $1.4 billion tax bill for allegedly circumventing vehicle import duties, despite having prior government approval for its practices [7]. Group 3: Broader Implications - The article notes that the increase in retrospective tax cases against foreign companies in India has surged by 430% over five years, indicating a growing trend of aggressive tax enforcement [9]. - The Indian government is motivated by financial constraints and a desire to protect domestic industries, leading to a hostile environment for foreign investments [9][10]. - The bureaucratic inefficiencies and corruption within India's administrative system have led to many foreign companies withdrawing from the market, contributing to India's reputation as an "investment graveyard" [10][12]. Group 4: Market Environment - Despite the challenging business environment, foreign companies are still attracted to India due to its large population and market potential [12]. - The article warns that the current punitive approach may ultimately deter foreign investment, as companies may reconsider their operations in India if compliance does not guarantee protection from arbitrary penalties [12].
波黑零售巨头Bingo跻身东南欧百强企业榜
Shang Wu Bu Wang Zhan· 2025-11-06 03:45
Group 1 - The core point of the article highlights that Bingo, a retail giant from Tuzla, Bosnia, has significantly improved its ranking in the Southeast Europe Top 100 companies list, moving from 89th last year to 74th this year, making it the only Bosnian company on the list [1] - Bingo's projected revenue for 2024 is €1.11 billion, reflecting a year-on-year growth of 11.96% [1] - The top position on the list is held by Romanian oil company OMV Petrom, with a revenue of €6.72 billion, indicating that four out of the top five companies are from Romania, showcasing the dominance of energy and retail sectors in the region [1] Group 2 - The inclusion of Bingo in the list signifies a major breakthrough for Bosnian companies and demonstrates their capability to compete with larger European entities [1]