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GM Rally Shows U.S. Consumer Not Slowing, Drives Past Tariff Woes
Youtube· 2025-10-21 17:30
And it's time now for our 360 round. For that, let's bring in our panel to discuss General Motors earnings shares considerably higher today. Joining us to discuss Ivan Feinet, the senior partner and chief investment officer and director of research at Tiger's Financial Partners, and Carl Brower, the executive analyst at iccars.com. Carl, we'll start with you. You know, takeaways from this report and the reaction to it.Yeah. Well, I think things are looking good for GM because we've seen some cooperation fro ...
Jim Cramer Says “Campbell’s Has Been Fighting the Bears for Years”
Yahoo Finance· 2025-10-03 10:03
The Campbell’s Company (NASDAQ:CPB) is one of the stocks Jim Cramer was recently focused on. Cramer questioned the company’s yield and whether it is worth buying. He remarked: “Conagra’s not the only food stock with an outsized yield. Campbell’s has been fighting the bears for years. Talk about solid brands… Pepperidge Farm, Cape Cod… V8, all solid. Stock yields just under 5%. Kind of tempting, but why is that yield that high? I think the only way to justify buying this one is if you’re waiting for a take ...
知名一级无人物流车专家交流
2025-06-04 15:25
摘要 公司产品线不断丰富,从 2023 年 6 月的 5 立方车型扩展到 2024 年 6 月的 Z 系列(V2、V5、V8、V10)和 E 系列,覆盖不同城配需求,续 航和载重增加,价格从二三十万降至 5-10 万,E 系列采用硬件低价 +FSD 订阅模式,降低客户首次支付压力。 无人物流车主要应用于快递领域,尤其在"三通一达"等加盟商模式中 应用较多,也涉及邮政、生鲜食品及连锁企业,但总体渗透率仍较低。 截至 2024 年底,运营交付约 3,000 台,未交付订单约 1 万台;预计 2025 年上半年运营车辆增至 5,000 台,现有订单约 2 万台。 成本效益分析显示,Z5 车型(5 立方)三年生命周期每月综合成本约 3,700 元,五年周期约 3,150 元。按每票 0.35 元计算,日收益 420 元, 月收入 12,600 元,扣除成本后,三年周期每月盈利约 8,900 元,五年 周期约 9,450 元,经济效益显著。 快递公司对无人配送态度分化:顺丰、京东直营模式需提前确认客户需 求,不适合大规模应用;"三通一达"加盟商模式无需确认,更适合大 规模试用,且总公司支持加盟商采购无人车以降低成本,但 ...
Jobs Week Starts with More Trade Tensions
ZACKS· 2025-06-02 15:15
Trade and Market Impact - Trade tensions are affecting market performance, with President Trump accusing China of violating tariff agreements and announcing a doubling of steel tariffs from 25% to 50% [1] - Cleveland-Cliffs (CLF) has seen a significant increase of +24% in stock price due to these developments [2] - Major indexes such as the Dow, Nasdaq, S&P 500, and Russell 2000 are experiencing declines, with the S&P 500 down -20 points [2] Labor Market Insights - The upcoming Jobs Week includes key reports such as Job Openings and Labor Turnover Survey (JOLTS), ADP private-sector payrolls, Weekly Jobless Claims, and the U.S. Employment Report [3][4] - Expectations for job gains are set at +112K for ADP and +125K for BLS, with potential narratives of labor market loosening if these figures show weakness [4] - The U.S. labor force has been underestimated, with a current unemployment rate expected to remain low at 4.2% despite recent increases [6] Company Earnings Reports - Campbell's Company (CPB) reported fiscal Q3 earnings of 73 cents per share, exceeding expectations by +12% but slightly below the previous year's quarter [7][8] - Revenues for Campbell's reached $2.48 billion, surpassing expectations by +1.55% and showing growth from $2.37 billion year-over-year [8] Economic Indicators - The S&P Manufacturing PMI is expected to remain above the key 50-level at +52.3, while ISM Manufacturing is projected to decrease to +48.5% [9] - Construction Spending for April is anticipated to show a positive change of +0.2% after a -0.5% decline in March [10]