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帮主郑重:南向资金火力全开!这三只股被疯狂扫货,宁德时代创纪录!
Sou Hu Cai Jing· 2025-07-13 05:01
朋友们,最近南向资金的动作简直像开了加速器!一周净买入263亿港元,比上周多买了快90%,买卖总额更是超过6800亿港元,这热度堪比三伏天的北 京!更值得关注的是,有三只股票被南向资金直接买爆仓,持股量环比翻倍,连我这个20年的老司机都忍不住要跟大家好好唠唠。 先说这波资金为啥这么猛。明眼人都能看出来,政策端最近在疯狂释放利好。7月8号央行刚宣布把债券通南向通额度扩大到1万亿,允许券商、保险这些 机构下场,这相当于给港股开了个资金水龙头。再加上人民币国际化进程加速,聪明钱都在提前布局。就像我常说的,政策东风吹到哪儿,资金就会流 向哪儿,这次港股明显成了香饽饽。 第二个是中国春来。这名字听起来挺文艺,其实是民办高教领域的隐形冠军。旗下5所高校在校生超过10万人,而且特别会紧跟政策风向,把课程设置和 市场需求精准对接,毕业生就业率常年保持高位。最近教育部又在推数字化赋能教育,人家早就开始布局智慧校园了。更关键的是,公司连续三年分 红,今年还首次发了中期股息,这种现金流稳定、政策受益的标的,南向资金不抢才怪。 第三个必须聊聊宁德时代。这可是全球动力电池的龙头,最近港股更是玩出了新高度——溢价率直接飙到46%,创下双 ...
Patrick Mahomes is investing in his love for coffee
CNBC Television· 2025-07-12 14:00
It actually started in my uh first year in the NFL. Uh I started drinking coffee a lot, just being in a lot of meetings. Um and uh I I I really just fell in love with it. You know, it started off f first as like a functional thing and then um I really fell in love with just the taste and and trying to make sure that what I was putting into my body um was good.And so I was trying to get away from drinking all the sugary the um different type of coffees that you could drink. And I was I really had gotten into ...
Alphabet Stock Looks Like a Big Tech Bargain
The Motley Fool· 2025-07-12 12:05
There's no company quite like Alphabet (GOOG 1.47%) (GOOGL 1.46%). The tech giant has long dominated online search, soaking up a huge chunk of digital ad spending as businesses vie for clicks. YouTube is also a big moneymaker, accounting for nearly 10% of all U.S. TV viewership. And let's not forget about Android, which powers the majority of the world's smartphones and helps fuel the company's other businesses. There's also Google Cloud, which is now profitable and at an annual revenue run rate of nearly $ ...
Brixton Metals Closes Private Placement
Globenewswire· 2025-07-11 22:22
Not for distribution to United States Newswire Services or for dissemination in the United States VANCOUVER, British Columbia, July 11, 2025 (GLOBE NEWSWIRE) -- Brixton Metals Corporation (TSX-V: BBB, OTCQB: BBBXF) (the “Company” or “Brixton”) is pleased to announce that it completed on July 11, 2025, the non-brokered private placement previously announced on July 7, 2025 (the "Offering"). The Offering consisted of 18,234,708 flow-through shares (each, a “FT Share”), for total gross proceeds of $2,370,512.0 ...
Brixton Metals Closes Private Placement
GlobeNewswire News Room· 2025-07-11 22:22
Not for distribution to United States Newswire Services or for dissemination in the United States VANCOUVER, British Columbia, July 11, 2025 (GLOBE NEWSWIRE) -- Brixton Metals Corporation (TSX-V: BBB, OTCQB: BBBXF) (the “Company” or “Brixton”) is pleased to announce that it completed on July 11, 2025, the non-brokered private placement previously announced on July 7, 2025 (the "Offering").   The Offering consisted of 18,234,708 flow-through shares (each, a “FT Share”), for total gross proceeds of $2,370,512 ...
CAVA: A Great Growth Story, But Fairly Priced
Seeking Alpha· 2025-07-11 17:20
Core Viewpoint - CAVA is experiencing significant growth with an increasing number of restaurants, expanding service offerings, and outperforming peers in same restaurant sales growth [1] Group 1: Company Growth - CAVA's restaurant count is rapidly increasing, indicating strong expansion potential [1] - The company is diversifying its offerings by including takeout, drive-thru, and catering services [1] Group 2: Financial Health - CAVA maintains a strong balance sheet, which supports its growth strategy [1] Group 3: Market Perspective - The market appears overly focused on short-term challenges, leading to potential mispricing of fundamentally strong companies like CAVA [1] - There is an opportunity to uncover short-term mispricings to unlock long-term value in the market [1]
Callaway Is Launching The Happy Gilmore 2 Limited Edition Odyssey Hockey Stick Putters and Golf Balls to Celebrate The Release Of The Highly Anticipated Movie
Prnewswire· 2025-07-11 14:00
Odyssey has continued to dominate as the #1 Putter for over 25 years on every major worldwide Tour. The Hockey Stick has also been one of the most famous putters in golf lore for nearly 30 years, and this updated model is available in an enhanced design with the unique shape, Odyssey's best technologies, plus a new Happy Gilmore 2-inspired sock headcover. Callaway's Chrome Tour Golf Ball family has been an incredible success in the market and at the professional level with 4 major wins to date, led by an in ...
Daré Bioscience Receives $6 Million Non-Dilutive Grant Installment; $37.8M to Date of up to $49M Commitment Supporting Smart Drug Delivery Device for Contraception; Platform has Broader Application Potential in Obesity and Metabolic Disorders
Globenewswire· 2025-07-11 12:00
Exploring Strategic Partnerships to Expand Platform Beyond Reproductive HealthSAN DIEGO, July 11, 2025 (GLOBE NEWSWIRE) -- Daré Bioscience, Inc. (NASDAQ: DARE), a biopharmaceutical company driven by a mission to challenge the status quo, making women's health a priority, today announced the receipt of a $6 million non-dilutive funding installment under its multi-year grant agreement to support development of DARE-LARC1, the contraception-focused use case of Daré’s intelligent drug delivery system (DARE-IDDS ...
Meta卷进人工智能“中心”
美股研究社· 2025-07-11 10:51
在个性化人工智能助理领域获胜对 Meta 来说意义重大,尤其是因为它拥有来自其所有资产的社 交数据以及可能成为未来几年人工智能形式因素的 AR/VR 眼镜的领先地位,可能会威胁到苹果 占据主导地位的移动平台。 为了实现上述愿景,扎克伯格愿意为此付出一切。 但在对Meta过度投资/投资不足的争论之前,不要忘记,Meta 的核心人工智能努力已经促进了 其应用系列部门的盈利能力的增长,因此,它可以作为公司支出计划的理由,特别是在其运营和 自由现金流继续扩大的情况下。 展望未来,投资者将在即将召开的第二季度收益电话会议 上寻求指导, 了解管理层计划如何在 新的超级智能团队的领导下加速收入增长。 随着预期收入和盈利预测 上调 ,Meta 现在需要超越这些预测,以保持当前的投资者乐观水平, 同时确保其运营和自由现金流不会受到打击。 这其中涉及很多事情。 作 者丨 Amrita Roy 编译 | 华尔街大事件 在过去的几个月里,Meta(NASDAQ:META)大举投资, 向人工智能公司 Scale AI(一家数 据标记引擎) 投资 143 亿美元,同时以高额 薪酬 从 OpenAI、谷歌和苹果挖角,组建"超级智 能"团队 ...
ESG信披观察 | A股减肥药概念股近一半ESG评级为A级 研发投入头尾部差距较大
Mei Ri Jing Ji Xin Wen· 2025-07-11 08:27
每经记者|徐肖逍 每经编辑|杨夏 日前,美国减肥药巨头礼来(US LLY)宣布,其GIP/GLP-1药物穆峰达(注:替尔泊肽注射液)获得中国国家药品监督管理局(NMPA)批准,成为首个且 目前唯一用于治疗成人肥胖患者的中度至重度阻塞性睡眠呼吸暂停(OSA)的处方药。 随着GLP-1减肥药赛道竞争日趋激烈,企业间的比拼正从单一的减重疗效,逐步延伸至睡眠呼吸暂停等肥胖相关的并发症上。 Wind数据显示,A股减肥药概念共包含24家企业。每经品牌价值研究院统计发现,其中15家已经发布2024年度ESG相关报告,披露率为62.5%,高于A股46% 的平均水平。同时,每日经济新闻与中央财经大学绿色金融国际研究院(以下简称中财大绿金院)合作开发的"ESG行动派"数据平台显示,A股减肥药概念 股中45.8%的ESG评级处于A级(含A+、A及A-),研发投入头尾部差距较大。 中财大绿金院ESG中心联合主任包婕在接受《每日经济新闻》记者采访时表示,通过ESG评级结果可以发现,在公司治理方面存在风险的企业,往往整体非 财务表现也不佳,有缺陷的公司治理模式导致企业无法在其他维度做到规范。她建议,这类企业需完善内部公司治理架构、机制、 ...