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利率谜局,澳央行不降息的勇气,从何而来
Sou Hu Cai Jing· 2025-07-11 03:17
今年7月,金融市场迎来一次意外打击。澳大利亚储备银行(RBA)顶着普遍降息预期的压力,宣布维 持官方现金利率(OCR)在3.85%不变。这一决策震惊了市场,也引爆了对澳央行政策思路的重新审 视。更令人玩味的是,这一决定并非货币政策委员会一致通过,而是在6票赞成、3票反对的分歧中仓促 作出。而就在此前的2月和5月,RBA才连续两次释放出宽松信号,如今突然踩下"暂停键",显得既不合 逻辑,又充满张力。 文︱陆弃 这还不是全部。过去半年中,中国经济的复苏路径反复、东南亚主要经济体增长动能不稳、原材料价格 震荡剧烈,令澳大利亚作为资源出口国的贸易前景充满不确定。铁矿石价格一度反弹,但能否持续维持 在高位依旧存疑。而澳洲农产品则面临气候干旱与全球供应链重组的双重挑战。RBA此刻若轻率下调 利率,不仅难以刺激出口,反而可能削弱市场对澳元资产的信心,加速资本外流。 市场之所以震惊,是因为它误以为"通胀缓解"就是宽松信号,而忽视了央行更深层的政治与战略考量。 货币政策并非技术性的数学公式,而是一种国家战略的表达方式。RBA目前采取的态度,是将自身置 于风险最小的路径上,不轻易赌通胀会彻底消退,也不赌全球经济将同步复苏。它用一 ...
5 ETFs to Profit From Amazon's Longest-Ever Prime Day Event
ZACKS· 2025-07-08 15:01
Online e-commerce behemoth Amazon (AMZN) has kicked off its most anticipated and longest-ever Prime Day event. The event has expanded from 48 to 96 hours this year, running from July 8 to 11. Adobe predicts the four-day shopping spree will equal the combined online spending of two Black Fridays. U.S. online sales are expected to soar to a record $23.8 billion during Amazon’s four-day Prime Day sales event, according to Adobe. The surge in spending marks a 28.4% year-over-year increase, as consumers hunt for ...
Amcor Boosts PCR Capabilities With Latest Investment in Kentucky
ZACKS· 2025-07-07 13:50
Core Insights - Amcor Plc (AMCR) is investing in its Nicholasville, KY facility to enhance post-consumer recycled (PCR) packaging production capabilities, addressing diverse customer needs for PCR [1][8] Investment Details - The new system at the facility includes dedicated silos for multiple production lines, allowing precise PCR blending and enabling customers to select PCR content levels up to 100%, showcasing Amcor's manufacturing optimization and commitment to recycled materials [2][8] - Initially aimed at meeting the specific needs of Amcor's spirits customers, the investment will also benefit healthcare, food, and home and personal care segments, aligning with sustainability goals and reinforcing Amcor's commitment to a circular economy [3] Performance Metrics - In fiscal 2024, Amcor's rigid packaging business saw a significant increase of over 50,000 metric tons in PCR polymer purchases compared to the previous year, driven by growing legislation mandating minimum recycled content [4] - For Q3 fiscal 2025, Amcor reported adjusted earnings per share (EPS) of 18 cents, consistent with the Zacks Consensus Estimate and the previous year's figure, while revenues decreased by 2.3% year-over-year to $3.33 billion, missing the consensus estimate of $3.49 billion [5][6] Stock Performance - Over the past year, AMCR shares have increased by 5.1%, outperforming the industry average increase of 2% [7]
TELUS Announces Upsizing and Results of its Cash Tender Offers for Eight Series of Debt Securities
Prnewswire· 2025-06-30 12:00
VANCOUVER, BC, June 30, 2025 /PRNewswire/ - TELUS Corporation (the "Company") today announced (i) the release of the results of its previously announced separate offers (the "Offers") to purchase for cash up to the Maximum Purchase Amount (as defined below) of its outstanding notes of the series listed in the table below (collectively, the "Notes"), and (ii) that it has amended the Offers by increasing the Maximum Purchase Amount from C$600,000,000 to an amount sufficient to accept all tendered 3.95% Senior ...
恒银科技:目前生产经营正常,近期公司经营情况及内外部经营环境没有发生重大变化
news flash· 2025-06-25 09:43
恒银科技(603106)发布股票交易异常波动公告,公司目前生产经营正常,近期公司经营情况及内外部 经营环境没有发生重大变化。公司主营业务为金融智能终端设备的研发及制造,为银行等客户提供所需 的现金类、非现金类、支付安全类等,包括但不限于:自动柜员机(ATM)、存取款一体机(CRS)、大额 高速存取款一体机(TCR)、智慧柜员机等产品及相关技术和服务。 ...
QIAGEN's New QIAcuity dPCR IVD Pact With GENCURIX May Boost Its Stock
ZACKS· 2025-06-19 13:36
Company Overview - QIAGEN N.V. has announced a partnership with GENCURIX, Inc. to develop oncology assays for the QIAcuityDx digital PCR platform, marking the first development partner under QIAGEN's QIAcuityDx Partnering Program [1][9] - The collaboration is expected to significantly enhance QIAGEN's Precision Diagnostics business within the Diagnostic Solutions product group [2] Market Position and Financials - QIAGEN has a market capitalization of $10.35 billion and an earnings yield of 5%, which is significantly higher than the industry's -29.3% yield [4] - Over the past year, QIAGEN shares have increased by 8.1%, contrasting with a 16.1% decline in the industry [12] Strategic Initiatives - The QIAcuityDx Partnering Program aims to support third-party assay development, with over 2,700 cumulative placements of the QIAcuityDx platform expected by the end of 2024 [5] - GENCURIX will leverage its expertise in multiplex IVD assay development to create oncology tests, with QIAGEN responsible for marketing these assays globally upon regulatory approval [6][9] Industry Insights - The global IVD market was valued at $108.30 billion in 2024 and is projected to grow at a compound annual growth rate of 5.6% through 2030, driven by demand for accurate and rapid diagnostic solutions [10]
TScan Therapeutics Announces Upcoming Presentation at the Jefferies Global Healthcare Conference
Globenewswire· 2025-05-28 11:00
A webcast of the presentation will be available on the "Events and Presentations" section of the Company's website at ir.tscan.com. An archived replay of the webcast will be available on the Company's website for 90 days following the event. WALTHAM, Mass., May 28, 2025 (GLOBE NEWSWIRE) -- TScan Therapeutics, Inc. (Nasdaq: TCRX), a clinical-stage biotechnology company focused on the development of T cell receptor (TCR)-engineered T cell (TCR-T) therapies for the treatment of patients with cancer, today anno ...
Analysts Think These Stocks Could More Than Double in Value
MarketBeat· 2025-05-23 11:46
Persistent volatility has plagued the S&P 500 for much of 2025, prompting widespread caution among many investors amid the uncertainties of trade battles, tariffs, domestic policy, and more. Investors might remember that many of the biggest rallies take place during these volatile periods, and there may be potential to win big gains for those with at least a moderate tolerance for risk. Healthcare firms are already known for being volatile, with smaller companies in particular experiencing significant spike ...
Nexxen and VIDAA Sign Non-Binding MOU to Extend and Expand Strategic Partnership
Globenewswire· 2025-05-22 20:15
Agreement would extend Nexxen’s global ACR data exclusivity with VIDAA, while adding display ad monetization exclusivity across VIDAA’s media in North AmericaNEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced it has signed a non-binding memorandum of understanding (“MOU”) with VIDAA to potentially extend and expand their existing strate ...
Adaptimmune to Report Q1 2025 Financial and Business Updates on Tuesday, May 13, 2025
Newsfile· 2025-05-07 16:00
Core Insights - Adaptimmune Therapeutics plc is set to report its financial results and business updates for Q1 2025 on May 13, 2025, before US markets open [1] - A live webcast will follow the announcement at 8:00 a.m. EDT on the same day [1][2] Company Overview - Adaptimmune is a clinical-stage biopharmaceutical company focused on developing cell therapies aimed at treating solid tumor cancers [3] - The company utilizes a unique engineered T-cell receptor (TCR) platform to create T-cells that target and destroy various solid tumor types [3]