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安徽“十五五”规划建议:加快路面无人驾驶基础设施等建设
Cai Jing Wang· 2025-12-20 05:40
12月19日,据"安徽发布"公众号,中共安徽省委关于制定国民经济和社会发展第十五个五年规划的建议 发布,其中提出,建设现代化基础设施体系。适度超前布局新型基础设施,加快信息通信网络、低空智 能网联、路面无人驾驶基础设施等建设,深入推进IPv6规模部署和应用创新,推进传统基础设施更新和 数智化改造。 ...
B & T Capital Scoops Up 105K Shares of IGF in Infrastructure Play
The Motley Fool· 2025-12-20 01:33
Core Insights - B & T Capital Management initiated a new investment in iShares Trust - iShares Global Infrastructure ETF, valued at approximately $6.41 million, representing about 1.02% of its total reportable U.S. equity assets of approximately $630.41 million [2][11] Company Overview - The iShares Global Infrastructure ETF has a market capitalization of $8.39 billion and aims to provide targeted exposure to leading infrastructure companies worldwide [6] - The fund has an Assets Under Management (AUM) of $8.96 billion, a price of $62.36 as of November 11, 2025, and a dividend yield of 2.94% [4][8] - The fund reported a 1-year total return of 18.71%, outperforming the S&P 500 by 4.90 percentage points [8][12] Investment Strategy - The ETF seeks to track the performance of large global infrastructure companies by investing at least 80% of its assets in index constituents and similar investments [9] - The portfolio primarily consists of equities from large infrastructure companies in both developed and emerging markets, structured as a passively managed ETF [9][10] Recent Developments - The acquisition of 104,940 shares places the iShares Global Infrastructure ETF outside the fund's top five holdings, with the top holdings including NASDAQ: QQQ and NASDAQ: VIGI [8][11] - The fund has a relatively high expense ratio of 0.39%, but its performance justifies the cost given its 1-year total return [12]
中国 - 11 月经济活动数据普遍不及市场预期-China_ November activity data broadly missed market expectations
2025-12-16 03:30
15 December 2025 | 1:14PM HKT Economics Research China: November activity data broadly missed market expectations November activity data broadly missed market expectations, especially for retail sales. Industrial production (IP) growth edged down in year-on-year terms despite the notable improvement in export growth, with slower output growth in automobile and utilities industries more than offsetting faster output growth in the special equipment and pharmaceuticals industries. Fixed asset investment (FAI) ...
Ferrovial SE (NASDAQ:FER) Announces New Share Repurchase Program
Financial Modeling Prep· 2025-12-15 00:00
Ferrovial SE (NASDAQ:FER) is a prominent infrastructure company known for its global operations and commitment to sustainability. The company is listed on multiple exchanges, including Euronext Amsterdam and the Spanish Stock Exchanges, and is part of Spain's IBEX 35 index. Ferrovial employs over 25,000 people across more than 15 countries, showcasing its extensive reach and influence in the infrastructure sector. Recently, Ferrovial announced the termination of its existing share repurchase program, which ...
Delivering on promised buildout is one of the great variables in AI boom: Big Tech's Alex Kantrowitz
CNBC Television· 2025-12-12 21:02
Let's welcome in Big Technologies, Alex Canowitz, also a CNBC contributor. It's nice to see you. I appreciate you joining us.What does this story of this delay, even denied, mean to you. >> Well, Scott, you opened up the show talking about how there's AI anxiety, and I think that's exactly the case. Right now the market is they believe market and investors believe that the AI buildout will continue a pace and that the numbers that have been shown will be close to what's delivered and any little blip in that ...
Duff & Phelps Utility and Infrastructure Fund Inc. Announces Dividends
Businesswire· 2025-12-11 21:25
CHICAGO--(BUSINESS WIRE)--The Board of Directors of Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE: DPG), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Investment Adviser†), authorized the payment of dividends on its common stock as follows: | Per Share Amount | Ex-Date | Record Date | Payable Date | | --- | --- | --- | --- | | $0.07 | January 30, 2026 | January 30, 2026 | February 10, 2026 | | $0.07 | February 27, 2026 | February 27, 2026 | March 10, 2026 | | $0.07 ...
Why Curiosity Will Take You Further Than Confidence | Janaki Pulaparthi | TEDxVBIT
TEDx Talks· 2025-12-11 17:58
least I could do is like you know wear less wear clothes because my story isn't stitched into the clothes in fact it's stitched into every phase that I've taken that brought me here and um let me ask you one thing how many of you have joined engineering um let's say out of family any hands raised I think it's a big number uh don't worry I'm also that confused keep as well um I mean I'm fascinated of computers from childhood like I would say full standard and my loving mom wants me to become a doctor and she ...
William Blair Reiterates Outperform on Sterling Infrastructure Inc. (STRL), Citing Project Execution and Growth Pipeline
Yahoo Finance· 2025-12-10 16:29
Core Viewpoint - Sterling Infrastructure Inc. (NASDAQ:STRL) is recognized as a strong investment opportunity by Wall Street analysts, with a Strong Buy rating and an average price target of $455, indicating a 39.05% upside potential from current levels [1]. Group 1: Market Position and Performance - Sterling Infrastructure holds a dominant position in the US data center market, which has contributed to its impressive 6.2% revenue growth over the past year [2]. - The company has a proven track record of completing projects ahead of schedule, further enhancing its reputation in the industry [2]. Group 2: Growth Opportunities - In addition to its data center growth, Sterling Infrastructure has a robust pipeline that includes site development for semiconductor, food processing, and liquid natural gas customers [3]. - The company's expansion into new markets, such as Texas, is expected to further strengthen its growth trajectory [3]. Group 3: Company Overview - Sterling Infrastructure specializes in E-infrastructure, Transportation, and Building Solutions, providing advanced site development services for various sectors including data centers, manufacturing, e-commerce distribution centers, and power generation [4].
'The Money Is Very, Very Clear:' BlackRock Says The Biggest Winners Of AI Revolution Are Hidden In Plain Sight — And Investors Are Missing Them
Yahoo Finance· 2025-12-09 22:30
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Ben Powell, the chief investment strategist for the Asia-Pacific region at BlackRock Inc., predicts that the current wave of capital investment in artificial intelligence (AI) infrastructure is far from its peak. AI Capex Boom Favors Chipmakers, Suppliers Powell, on the sidelines of the Abu Dhabi Finance Week, highlighted that the suppliers of AI “picks and shovels” such as chipmakers, energy producers, an ...
12 Assets To Buy in 2026 To Profit From a Trump Presidency, According to Jaspreet Singh
Yahoo Finance· 2025-12-09 22:07
Investment Opportunities - The Trump administration is expected to alter approximately $7 trillion in government spending, creating new investment opportunities [2] - The U.S. government is committed to investing heavily in artificial intelligence (AI), as indicated by the document "Winning the Race: America's AI Action Plan" [3] - Singh identifies AI-related asset classes, including data centers, semiconductors, and infrastructure, as key areas for investment [4] Recommended ETFs - First Trust Cloud Computing ETF (SKYY) is recommended for exposure to cloud computing infrastructure [4] - Global X's Data Center and Digital Infrastructure ETF (DTCR) is suggested for those interested in U.S. data centers [4] - iShares Semiconductor ETF (SOXX) provides broad access to semiconductor investments [4] - Additional AI application ETFs include Global X's Robotics and Artificial Intelligence ETF (BOTZ) and Roundhill's Generative AI and Technology ETF (CHAT) [5] Rare Earths Investment - The U.S. government is showing significant interest in rare earths due to China's export restrictions [6] - Recommended ETFs for rare earth investments include VanEck Rare Earth and Strategic Metal ETF (REMX) and iShares MSCI Global Metals & Mining Producers ETF (PICK) [6] - Specific companies highlighted for investment in rare earths are Lynas Rare Earths Limited (LYSDY) and MP Materials Corp. (MP) [7] American Industry and Defense - Investment picks in American industry include SPDR's Industrial Select Sector SPDR FUND (XLI), which focuses on aerospace and defense [8] - Global X U.S. Infrastructure Development ETF (PAVE) specializes in infrastructure and development companies [8] - Vanguard Energy ETF (VDE) is noted as a conservative investment option in the energy sector [8]