格隆汇4月13日｜中信建投研报指出，Lumentum CEO表示，公司预计将在未来半年内完成2028年全年产能的锁定。亚马逊CEO Andy Jassy在年度股东信中披露，公司AI布局的商业回报正全面提速。AI算力产业链持续高景气。周五光纤板块有所调整，市场担心运营商集采延迟、集采压价，担心G657A2光纤价格。中信建投认为，从2月中国的光纤出口数据来看，目前国内光纤月产出的80%左右、甚至更高可...
格隆汇4月13日｜中信建投研报指出，Lumentum CEO表示，公司预计将在未来半年内完成2028年全年产能的锁定。亚马逊CEO Andy Jassy在年度股东信中披露，公司AI布局的商业回报正全面提速。AI算力产业链持续高景气。周五光纤板块有所调整，市场担心运营商集采延迟、集采压价，担心G657A2光纤价格。中信建投认为，从2月中国的光纤出口数据来看，目前国内光纤月产出的80%左右、甚至更高可能都已经出口，因此运营商的采购占比已较过去大幅降低。广东电信和广西电信集采结果出炉，G.652D-24芯光缆中标价落在102.1元-103.5元/芯公里，预计其中的光纤70元/芯公里左右。该中标价格较中国移动去年的集采中标价（光纤）上涨超过250%。此外，从产业反馈来看，目前657A2光纤出厂价格平稳。可能板块一季报披露在即，叠加近期涨幅较大，所以出现一些调整，但光纤光缆行业景气度依然在线，调整可能是机会，持续看好。
We often encourage investors to think long-term, and to invest long-term, aiming to hang on to your stocks for many years, if not decades. It can be hard to think long-term, though, in this age of artificial intelligence (AI), and cloud computing, and cryptocurrencies. Everything seems to be changing so fast, it can seem hard to pinpoint businesses that are very likely to prosper for a long time. ...
We often encourage investors to think long-term, and to invest long-term, aiming to hang on to your stocks for many years, if not decades. It can be hard to think long-term, though, in this age of artificial intelligence (AI), and cloud computing, and cryptocurrencies. Everything seems to be changing so fast, it can seem hard to pinpoint businesses that are very likely to prosper for a long time. There are some such companies, though, which should keep rewarding you until you retire -- and beyond. They're the kinds of companies that Warren Buffett would probably appreciate, as he has said that he likes to have a good idea of where the company will be in the years ahead. Here are three such companies to mull over. Image source: Getty Images. Continue reading
The Australian dollar’s year-long rally against its New Zealand counterpart may have topped out, as strategists signal hawkish central bank rhetoric in Wellington is bolstering the kiwi’s appeal. The pair retreated from a 13-year peak after the Reserve Bank of New Zealand revealed Wednesday that policymakers discussed raising interest rates to combat stubborn price pressures. The cross weakened fu...
The Australian dollar’s year-long rally against its New Zealand counterpart may have topped out, as strategists signal hawkish central bank rhetoric in Wellington is bolstering the kiwi’s appeal. The pair retreated from a 13-year peak after the Reserve Bank of New Zealand revealed Wednesday that policymakers discussed raising interest rates to combat stubborn price pressures. The cross weakened further Thursday as Governor Anna Breman said the central bank would respond to any acceleration in core inflation with further rate increases. The RBNZ’s hawkish pivot is undermining bets that the Reserve Bank of Australia’s rate advantage would push the cross higher. Those wagers had helped the Aussie rally more than 10% against the kiwi over the past year, a trend that’s now losing its fundamental support. “It looks like upside is somewhat capped on the cross for now,” Richard Franulovich , head of FX strategy at Westpac Banking Corp. said, referring to the Aussie-kiwi currency pair. “The Aussie showed its relative resilience during the Iran war, but RBNZ monetary policy was a hawkish surprise and could trigger a broader exiting of short kiwi dollar positions,” he said. Westpac and ASB Bank now forecast a RBNZ rate hike in September from December after the central bank delivered a hawkish hold last week. Swaps markets have fully priced in a quarter-point increase by September and another by year-end, with a possibility of a third hike. This hawkish repricing has squeezed the spread between the two nations’ debt. The yield gap between 10-year bonds from Australia and New Zealand has fallen to 26 basis points after hitting 44 basis points in January, the highest since 1996. “The slightly more hawkish pivot by the RBNZ increases the chance that we’re close to the turning point in the long, drawn-out rally,” Jason Wong , FX strategist at Bank of New Zealand, said referring to the Aussie-kiwi gains. However, “New Zealand’s low rates relative to Australia remain an ongoing tailw...