本周（ 202 5 . 07 . 07 - 2025.07.13 ）出海大事件包括 ： 消息称 SHEIN 已向港交所提交了招股 书草案； TikTok 辟谣开发美国专用版应用计划；字节跳动否认甲骨文等将收购 TikTok 美国业务； 京东全球售上线半托管，面向美英新马泰等 9 国开放；茶颜悦色进军北美市场，跨境电商成出海切入 点；柠季出海，背靠跨国企业正大集团；最高 50% ，特朗普再宣称对 8 国加征关税；微软宣布关闭 巴基斯坦业务，结束 25 年南亚市场布局 等。 出海四小龙 「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 291 篇报道。 整理丨晓晓 Temu 计划进军欧洲食品市场，招募本地供应商 Temu 计划进军欧洲食品市场，进一步扩大其在快速消费品领域的业务版图。自 2025 年 5 月以 来， Temu 已在德国建立本地团队，并计划将业务拓展至瑞士、奥地利等其他欧洲国家，希望借此扩 张欧洲本地供应商，特别是针对糖果、保健品等品类的小型制造商。 消息称 SHEIN 已向港交所提交了招股书草案 ...

These stocks have dished out massive gains in a short period of time.The stock market has been somewhat of a roller coaster since President Donald Trump unveiled widespread tariffs on April 2, a day the administration called "Liberation Day."After some extremely volatile market action, stocks have since stabilized and gone on to challenge new all-time highs. Technology stocks have helped lead the charge. Palantir Technologies (PLTR -0.33%) surged 69% since the announcement, followed by Reddit (RDDT 2.00%) a ...

来源：市场投研资讯 （来源：诺安理财狮） 本周全球大类资产表现为：股票（MSCI全球股票指数下跌0.34%）>商品（彭博全球商品指数下跌 0.42%）>债券（彭博全球综合债券指数下跌0.89%）>REITs（富时EPRA/NAREIT全球REITs指数下跌 0.90%）。 股票方面，本周全球重要股票指数涨跌不一，新兴市场股市表现好于发达市场股市。金砖四国中，本周 仅中国股市收涨，中国A股沪深300指数上涨0.82%，港股恒生指数上涨0.93%；而印度、巴西、俄罗斯 股市均下跌，印度NIFTY50指数下跌1.22%，巴西IBOVESPA指数下跌3.59%，俄罗斯MOEX指数下跌 5.70%。发达市场股市中，欧洲好于美国好于日本；欧洲STOXX指数上涨1.15%，德国DAX指数上涨 1.97%，法国CAC40指数上涨1.73%，英国富时100指数上涨1.34%，德国与英国股票指数创历史新高； 美国三个股指均收跌，标普500指数下跌0.31%，纳斯达克指数下跌0.08%，道琼斯工业指数下跌 1.02%；日本日经225指数本周下跌0.61%。行业层面，全球股市看本周能源、工业、信息科技、非日常 消费品和原材料行业跑赢 ...

证券研究报告 | 宏观深度报告 | 中国宏观 经济周周看：本周经济景气度总体平稳 ——宏观经济周度高频前瞻报告 核心观点 基于前期报告《经济周周看：整体向上，生产偏强，需求涨跌互现——宏观经济周度 高频前瞻报告》中构建的生产端景气周度跟踪框架，我们进一步编制 GDP 周度高频 景气指数，更好地综合把握经济景气强度及变化方向。 从我们构建的 GDP 周度高频景气指数历史回溯来看，GDP 周度高频景气指数在趋势、 节奏上与月度 GDP 的趋势节奏有较好的拟合度，例如 2024 年二季度的回落、三季度 筑底与四季度的大幅改善得到较好拟合，在拐点上有较好提示。未来随着高频数据质 量的进一步完善，有望更好地拟合周度 GDP，使其在弹性强度上更为准确。 GDP 周度高频景气指数本周（截至 7 月 12 日）为 5.8%，与上周修订值 5.8%基本持 平，或表征经济增长景气相对平稳。 从生产端来看，服务业、工业高频指标较上周涨跌互现。 从需求端来看，消费下行，固投整体走弱，出口韧性尚可。 从价格端来看，本周物价边际回升，工业品价格回暖。 ❑ 风险提示 经济结构转型，传统指标对经济的拟合度下降； 地缘政治博弈强度超预期。 宏 ...

Core Insights - The utility industry is poised for growth, particularly in nuclear power, as AI and cloud computing drive increased electricity demand in the U.S. [1][4] - Southern Company, with a market capitalization of over $100 billion, is a significant player in the utility sector, providing a range of services including electric and gas utilities, telecommunications, and wholesale energy [2][10]. Nuclear Power Positioning - Southern Company is well-positioned in the nuclear sector, operating eight nuclear units across three plants, including the recently completed Vogtle Units 3 and 4, which are the first new commercial units built in the U.S. in nearly 30 years [6][7]. - The Vogtle Units took approximately 15 years to build and cost over $36 billion, positioning Southern Company advantageously as nuclear demand is expected to rise [7]. Financial Performance and Growth - Southern Company anticipates an 8% annualized load growth through 2029, translating to 5% to 7% annualized long-term earnings-per-share growth [10]. - The company has a strong dividend history, with 24 consecutive annual increases and a current dividend yield of 3.2% [11]. Investment Considerations - The stock's annualized investment returns could reach 8% to 10%, supported by its stable dividend and low beta of 0.38, indicating resilience during market downturns [12]. - Despite a recent stock price increase of about 16% over the past year, the current price-to-earnings ratio of 21 may not represent a bargain, suggesting a more attractive valuation could be around 17 to 18 times earnings [13][14].

The future of Tesla (TSLA 1.15%) appears very bright. Some experts believe the company's new robotaxi service could add more than $1 trillion in value by the end of 2026. But there's one challenge few investors are paying attention to. This challenge could swiftly eliminate one of Tesla's most profitable revenue sources.Expect Tesla to lose part of this $2.76 billion revenue sourceIn recent years, nearly every electric car stock has benefited from automotive regulatory credits. These credits are earned unde ...

The quantum computing company is making significant progress on its goals to develop this innovative technology.*Stock prices used were the afternoon prices of July 10, 2025. The video was published on July 12, 2025. ...

Airbnb not only wants to rent you a vacation home this summer—it also wants to help you add a private chef or massage session. The hosts who own the condos, cottages and houses aren’t so sure. https://t.co/cCSVFOJ3yL ...

Company Overview - CoreWeave, originally founded as Atlantic Crypto, transitioned from Ethereum mining to providing AI-focused cloud computing infrastructure after the downturn in crypto mining during 2018-2019 [5] - The company now operates the CoreWeave Cloud Platform, which combines proprietary software and cloud services to support generative AI applications [6] Market Performance - CoreWeave's IPO was the largest of the year but was undersubscribed and priced lower than expected, with Nvidia stepping in to support the offering [2] - Despite a disappointing opening, CoreWeave's stock surged to $188, more than triple its IPO price, reflecting a resurgence in AI stock interest as market conditions improved [3] Business Model and Differentiation - CoreWeave differentiates itself from major cloud providers like Microsoft, Amazon, and Alphabet by offering higher performance and uptime specifically for generative AI [7] - The company has established a close relationship with Nvidia, often being the first to deploy new AI resources, enhancing its competitive edge [8] Customer Base and Revenue - Microsoft accounted for 62% of CoreWeave's revenue in 2024, highlighting customer concentration risks, although no single customer makes up more than 50% of its backlog [10] - Key partnerships with companies like Nvidia and OpenAI, which invested $350 million, provide a strong foundation for future growth [11][12] Growth Potential - CoreWeave reported a remarkable 420% increase in revenue to $981.6 million in the first quarter, indicating strong demand for its services [13] - The demand for AI computing is expected to grow significantly, positioning CoreWeave as a potential leader in AI cloud infrastructure despite current unprofitability [14]

Core Viewpoint - The article discusses the potential decline of the "Buffett premium" associated with Berkshire Hathaway as Warren Buffett prepares to step down as CEO, raising questions about the company's future valuation and investor confidence [1][2][3]. Group 1: Stock Performance and Market Reaction - Berkshire Hathaway's stock was up 19% year-to-date before Buffett's announcement of his retirement, while the S&P 500 index was down 3% [2]. - Following the announcement, Berkshire's stock fell 11%, contrasting with a 10% rise in the S&P 500 [2]. Group 2: Perspectives on the "Buffett Premium" - Some analysts believe the "Buffett premium" exists but is difficult to quantify, suggesting that fewer businesses may be willing to sell to a Berkshire without Buffett's leadership [4][10]. - Others argue that the premium may have diminished since Buffett's early years, with one analyst stating it has not existed since 1998 [12][15]. - The stock's recent decline is attributed to broader market trends rather than solely the loss of Buffett's presence, with some analysts asserting that the company has matured and requires less oversight from Buffett [13][16]. Group 3: Future Leadership and Company Outlook - Greg Abel is set to succeed Buffett as CEO, and while some analysts express confidence in his leadership, they acknowledge that Buffett's unique contributions are irreplaceable [17][18]. - Analysts note that Buffett's legacy includes building a company capable of thriving post-retirement, although they recognize that his absence may impact investor sentiment [17][18].