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5.6犀牛财经早报:年内2700亿元资金借道ETF入市 超40家A股公司拟赴港上市
Xi Niu Cai Jing· 2025-05-06 01:58
Group 1 - In the first four months of the year, approximately 270 billion yuan was invested in the market through ETFs, with a net subscription amount of 170 billion yuan in April alone [1][1] - In April, 119 new funds were issued, raising a total of 901.56 million units, with equity funds accounting for 48.31% of the total [1][1] - The trust industry is undergoing a transformation, with three trust companies managing over 2 trillion yuan in assets, indicating a shift towards capital market participation [1][1] Group 2 - Insurance funds have shown a preference for high-dividend assets, with holdings in over 700 stocks, particularly in the banking sector [2][2] - The global shipment of large-sized LCD TV panels is expected to increase by 11.5% year-on-year in Q1 2025, indicating a trend towards larger average panel sizes [2][2] - The application of exoskeleton robots is expanding in various sectors, with significant contributions from multiple A-share listed companies [2][2] Group 3 - The implementation of new accounting regulations has led to a rapid increase in the number of A-share companies reporting data assets, from 17 to 92, with reported asset values soaring from 0.79 billion yuan to 24.95 billion yuan [3][3] - The trust industry is restructuring its business model to adapt to regulatory changes, focusing more on capital market investments [4][4] Group 4 - Apple reported revenues of 95.36 billion USD for Q2 of FY2025, exceeding market expectations, although its stock price fell by 4% post-announcement due to lower-than-expected revenue from Greater China [5][5] - Hims & Hers appointed former Amazon executive Nader Kabbani as COO, indicating a strategic move to enhance operational capabilities [5][5] - Volvo's NOVO Energy announced a 50% workforce reduction as part of a cost-cutting and operational restructuring plan [5][5] Group 5 - The number of A-share companies seeking to list in Hong Kong has increased, with 46 companies currently in the process, reflecting a growing trend of cross-border listings [6][6] - Jiangsu Hengrui Medicine has passed the listing hearing for the Hong Kong Stock Exchange, indicating its readiness for international capital markets [6][6] Group 6 - U.S. stock indices experienced declines, with the S&P 500 ending a nine-day winning streak, influenced by tariff threats and specific stock performances [7][7] - Oil prices fell to a three-year low as OPEC+ decided to accelerate production increases, while gold prices reached a one-week high [8][8]
Hims & Hers挖角亚马逊高管Kabbani 加码全球运营
Huan Qiu Wang· 2025-05-06 01:51
【环球网科技综合报道】5月6日消息,据外媒雅虎财经报道,美国远程医疗与消费健康平台Hims & Hers Health(以下简称"Hims & Hers")于当地时间5月5日宣布,任命亚马逊前资深高管Nader Kabbani为首席运营官(COO)。 此外,Kabbani在亚马逊物流(Amazon Logistics)、Kindle电子书、亚马逊音乐及Prime Video等业务中,均主导过运营流程标准化 与成本优化项目,其"以技术驱动效率"的管理理念与Hims & Hers当前战略高度契合。 资料显示,Hims & Hers成立于2017年,以"订阅制+远程问诊"模式切入男性健康赛道,后扩展至女性健康、心理健康与皮肤护理领 域,2024年营收达12亿美元,但毛利率持续承压(2024年Q4为58%),且用户增长放缓(2024年新增订阅用户同比减少12%)。 值得注意的是,Hims & Hers近期已启动国际扩张计划,拟于2025年进入德国、日本等市场,而Kabbani在亚马逊全球运营中的经验 (曾管理15个国家仓储中心)或将加速其海外布局。(青山) 据Hims & Hers官方披露,Nader Kabbani ...