最近奢侈品圈的动作，把"主观偏见"和"量化事实"的鸿沟撕得明明白白——LVMH一边在考虑出售Make Up For Ever、Fresh等非核心美妆品牌，甚至评估 Fenty Beauty的股权，一边却让LV高调进军美妆，推出千元口红系列。不少人主观拍板"美妆板块不行了"，赶紧割肉避坑；也有人跟风喊"LV入场是风 口"，盲目追高。但真相是，这背后是巨头精准的资源聚焦，就像股市里的机构资金：表面动作迷惑人，真实意图藏在交易行为里。你以为看到的是全 部，其实只是想让你看到的部分，就像很多股民看股票走势，被反复震荡搞得晕头转向，根本摸不清趋势，这就是主观判断的致命缺陷。 你有没有过这种经历？一只股票反复震荡，前三次反弹都是"假动作"，套住一批追高的人；第四次反弹来了，你怕又是陷阱不敢进，结果它突然跳空上 涨，等你反应过来又开始下跌，完美错过机会。这就是主观偏见的坑——你用过去的经验判断未来，却不知道机构的真实意图早就藏在交易行为里，而这 些，是K线走势永远不会告诉你的。 看图1： 一、别被K线震荡，遮蔽交易本质 普通走势图只会让你在"进还是不进"的纠结里内耗，但量化大数据能直接拆解出两组关键数据：一组是红黄蓝绿的「 ...

French billionaire Bernard Arnault has taken majority ownership of LVMH with a stake valued at more than $160 billion, tightening his family's control of the sprawling luxury-goods company that he fou... ...

Core Viewpoint - Wall Street began 2026 positively after a significant bull run over the past three years, with optimism that the upward trend in U.S. stock markets will persist this year despite fluctuations in February due to concerns over artificial intelligence (AI) trade [1] Group 1: Investment Opportunities - It is advisable to invest in U.S. giants with a market capitalization over $30 billion and a favorable Zacks Rank, with five highlighted stocks: The Hershey Co. (HSY), Tapestry Inc. (TPR), FedEx Corp. (FDX), Howmet Aerospace Inc. (HWM), and Southwest Airlines Co. (LUV) [2] - Each of the selected stocks carries either a Zacks Rank 1 (Strong Buy) or 2 (Buy) [2] Group 2: The Hershey Co. (HSY) - Hershey is focused on innovation, supply-chain agility, and commercial execution, expanding its presence in the snacking category [5] - The company is undergoing a multi-year transformation to modernize its supply chain and enhance demand forecasting, supported by investments in data and digital tools [6] - HSY's expected revenue and earnings growth rates for the current year are 4.4% and 27.1%, respectively, with a current dividend yield of 2.62% [7] Group 3: Tapestry Inc. (TPR) - Tapestry is strengthening its position as a global house of brands, driven by strong performance from Coach, particularly among Gen Z consumers [9] - TPR's adjusted gross margin increased by 110 basis points in Q2 of fiscal 2026, with projected revenues above $7.75 billion and EPS between $6.40 and $6.45 [10] - The expected revenue and earnings growth rates for TPR are 9.6% and 23.7%, respectively, with a current dividend yield of 1.02% [11] Group 4: FedEx Corp. (FDX) - FedEx is implementing cost realignment initiatives under the DRIVE program, achieving annual cost savings of $2.2 billion in fiscal 2025 [12] - The company returned $4.3 billion to shareholders through dividends and buybacks in fiscal 2025, exceeding its target [13] - FDX's expected revenue and earnings growth rates for the current year are 5.6% and 1.5%, respectively, with a current dividend yield of 1.49% [14] Group 5: Howmet Aerospace Inc. (HWM) - Howmet Aerospace is benefiting from strong momentum in the commercial aerospace market and rising defense budgets [15] - The company has a solid liquidity position supporting shareholder-friendly policies, with robust orders for defense aerospace units [16] - HWM's expected revenue and earnings growth rates for the current year are 11% and 20.7%, respectively, with a current dividend yield of 0.19% [17] Group 6: Southwest Airlines Co. (LUV) - Southwest Airlines is experiencing improved air travel demand, with expectations for solid revenue trends continuing into 2026 [18] - The company is focused on cost-cutting initiatives and fleet modernization, supported by a strong balance sheet [19] - LUV's expected revenue and earnings growth rates for the current year are 12.8% and over 100%, respectively, with a current dividend yield of 1.38% [21]

皮革钱包是一种用皮革材料制作的小型钱包，用于存放纸币、硬币和信用卡等货币和财务物品。它通常具 有多个隔层和口袋，以便组织和存放不同类型的货币和卡片。皮革钱包的设计和风格可以各不相同，包括 折叠式、拉链式、扣子式等。它们通常具有耐用性和高品质的外观，因为皮革是一种经久耐用的材料，并 且可以提供一定的防水性能。 皮革钱包在市场上非常受欢迎，因为它们既实用又具有时尚感，适合男性和女性使用。消费者对高品质、 耐用和时尚的皮革钱包的需求不断增加，该市场在过去几年中一直保持稳定增长 消费者对皮革钱包的偏好因地区和年龄而异。年轻一代消费者更倾向于时尚、多功能和个性化设计的皮革 钱包，而中年和老年消费者更注重品质和实用性。 2017、2022年全球皮革钱包主要产品占比分析 皮革钱包行业龙头企业介绍 随着可持续发展和环保意识的增强，消费者对使用环保材料和可持续生产过程的皮革钱包的需求也在增 加。一些品牌开始使用可再生材料和采用环保生产方法来满足这一需求。 皮革钱包主流产品介绍 传统款式钱包：这些钱包通常采用经典的设计，如折叠式或拉链式。它们具有多个隔层和口袋，用于存放 纸币、硬币和卡片。传统款式钱包注重实用性和耐用性，适合那些 ...

Stocks to watch as Trump's new tariffs spell more uncertainty | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A trader works on the floor, as a screen displays U.S. President Donald Trump during a press briefing at the White House following the Supreme Court's ruling on tariffs, at the New York Stock... [Purchase Licensing Rights, opens new tab] Read more- Companies[Alcoa Corp]Follow[Alibaba Group Holding Ltd]Follow[Best Buy Co Inc ...

Core Viewpoint - The luxury brand Prada has experienced significant changes in its stock performance since the last analysis in May 2024, indicating a shift in market perception and potential investment opportunities [1]. Group 1: Company Overview - Prada is identified as a luxury brand with a focus on standing out in the market, suggesting a competitive positioning strategy [1]. Group 2: Analyst Background - The analysis is supported by insights from a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking, enhancing the credibility of the investment perspective [1]. - The analyst also runs a profile focused on generational opportunities in the green economy, indicating a broader investment theme that may influence luxury brands like Prada [1].

Key TakeawaysNew York City has implemented a total travel ban starting at 9:00 p.m. Sunday as a massive nor'easter threatens to dump up to 24 inches of snow across the region.The US Supreme Court struck down President Trump’s global tariffs in a landmark 6-3 ruling, declaring the use of the International Emergency Economic Powers Act (IEEPA) for broad import duties unconstitutional.The United Kingdom faces a trade crisis as the ruling nullifies the "preferential" 10% tariff rate it spent months negotiating, ...

With the S&P 500 having a not particularly dire yet clearly quite lackluster start to the year, some investors might be considering taking cover from the ripple effects of the AI moment of reckoning, which has beenVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector ...

Business celebrates win over Trump tariffs, but refunds will take time | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 A semi-truck drives past Chinese shipping containers at the Port of Los Angeles in Wilmington, California, U.S., November 5, 2025. REUTERS/Mike Blake/File Photo[1/2]A semi-truck drives past Chinese shipping containers at the Port of Los Angeles in Wilmington, California, U.S., November 5, 2025. REUTERS/ ...

Economic Indicators - The number of Americans filing for initial jobless claims fell by 23,000 to 206,000, compared to the expected 223,000 [1] - The U.S. Philly Fed manufacturing index rose to a 5-month high of 16.3 in February, exceeding expectations of 7.5 [1] - The U.S. December trade deficit widened to $70.3 billion, worse than the expected $55.5 billion [1] - U.S. pending home sales unexpectedly fell by 0.8% month-over-month in January, contrary to expectations of a 1.4% increase [1] Stock Market Performance - Wall Street's major indexes ended in the red, with EPAM Systems dropping over 17% after issuing soft FY26 revenue growth guidance [2] - Chip stocks, including Microchip Technology and Texas Instruments, slid more than 2% [2] - Booking Holdings slumped over 6% after posting weaker-than-expected Q4 EPS [2] - Omnicom Group jumped over 15% after reporting better-than-expected Q4 revenue [2] Federal Reserve Insights - Minneapolis Fed President Neel Kashkari indicated that interest rates are likely near "neutral" [5] - San Francisco Fed President Mary Daly stated that monetary policy is "in a good place" [5] - U.S. rate futures show a 94% probability of no rate change and a 6% chance of a 25 basis point rate cut at the next central bank meeting in March [5] European Market Developments - The Euro Stoxx 50 Index rose by 0.47% due to stronger-than-expected PMI data from the region [8] - Luxury stocks outperformed, with Moncler Spa jumping over 12% after reporting better-than-expected Q4 revenue [8] - Eurozone business activity grew faster than expected in February, driven by a rebound in manufacturing [8] Corporate Earnings and Forecasts - Siegfried Holding AG slumped over 8% after posting weaker-than-expected annual revenue [9] - Opendoor Technologies jumped over 18% in pre-market trading after better-than-expected Q4 revenue [14] - Akamai Technologies plunged over 10% after issuing below-consensus Q1 and FY26 adjusted EPS guidance [15]