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海外研选日报0525 | 高盛:美联储大幅缩表门槛仍然很高

财联社 📅 05/25 17:15 3750.HKGOOG.O
编者按:财联社将每天整理各大投行针对全球宏观、公司和产业、商品等各个纬度的最新研究观点,为投资者投资决策提供全方位的支持。 宏观 摩根士丹利:关税传导接近尾声,美国通胀或在2027年明显回落 市场当前普遍高估了油价上涨与AI投资热潮对美国通胀的持续推升作用,而忽视了“关税通胀”即将进入尾声后带来的明显反通胀效应。未来一年美国通胀大概率将在短期见顶后逐步回落,美联储重新加息的门槛实际上非常高。 20...

80 Billion Reasons to Buy Nvidia After Its Monster Earnings Report

The Motley Fool 📅 05/25 17:15 NVDA.O
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (NVDA 1.86%) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance. After all, the rest of big tech -- many of which are Nvidia's largest customers -- already reporte...

屯門中學校長帶學生赴新加坡交流疑以粗言辱罵保安 教育局促校方嚴肅跟進

无线新闻 📅 05/25 17:14
屯門一間中學的校長帶學生到新加坡參加研學團期間,懷疑以粗言辱罵當地保安。教育局十分關注事件,要求校方嚴肅跟進,校方稱會全面調查。 20多秒長的片段見到有人與保安爭執,期間以粗言穢語指罵對方。網上帖文指,涉及的是屯門新會商會中學正在新加坡的研學團。 本身是學校校董的立法會前議員黃俊碩表示,相信片中人是校長李卓興,初步了解,懷疑因旅遊巴泊位問題起爭執,等研學團回港後會全面調查。 屯門新會商會中學校董黃...

Why investors are quietly dumping NVDA for quantum stocks - MSN

Google 📅 05/25 17:13 NVDA.O
Why investors are quietly dumping NVDA for quantum stocks MSN

研报掘金丨太平洋:维持山东黄金“买入”评级,金价上涨提振业绩

格隆汇 📅 05/25 17:13
格隆汇5月25日|太平洋证券研报指出,山东黄金2026年Q1实现归母净利润14.5亿元,同比+40.9%,环比+84.6%;扣非净利润14.6亿元,同比+41.9%,环比+39.5%。矿产金产量同比下滑,金价上涨提振业绩。加速推进重点项目,未来增量可期。近期黄金价格受美联储加息预期压制,但美元信用走弱、地缘冲突不断、央行持续购金等因素仍然支持黄金长期走牛逻辑;认为公司产量下滑为阶段性因素所致,未来...

Iran and U.S. play down hopes for imminent breakthrough in war

CNBC 📅 05/25 17:12
Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula on May 17, 2026. - | Afp | Getty Images Iran and the United States played down hopes for an imminent breakthrough in the three-month-old war on Monday, with U.S. Secretary of State Marco Rubio saying there will either be a good agreement or Washington would deal with the country in ...

纳指科技ETF景顺:将于5月26日开市起至当日10:30停牌

格隆汇 📅 05/25 17:12
格隆汇5月25日|景顺长城基金公告,景顺长城纳斯达克科技市值加权交易型开放式指数证券投资基金(QDII)(交易代码:159509)将于5月26日开市起停牌,自当日10:30起复牌。停牌期间本基金赎回业务照常办理。基金管理人提示投资者密切关注二级市场交易价格溢价风险,若复牌后溢价幅度未有效回落,将视情况申请盘中临时停牌、延长停牌时间及连续停牌等措施。

Northbridge Financial Group LLC Takes $5.67 Million Position in Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 05/25 17:12 AMZN.O
Northbridge Financial Group LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 24,544 shares of the e-commerce giant's stock, valued at approximately $5,665,000. Amazon.com accounts for approximately 2.5% of Northbridge Financial Group LLC's holdings, making the stock ...

灿勤科技:询价转让价格为32.66元/股

同花顺 📅 05/25 17:12
文章提及标的 灿勤科技 -- 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作,风险自担,同花顺对此不承担任何责任。

Timing is Key: The Best Month to Claim Social Security

Nasdaq 📅 05/25 17:12
Key Points Most strategic planning has to do with the best way to minimize taxes. The Social Security Administration uses your age in months to calculate your monthly benefit. How much of your Social Security is taxed depends on your combined income. The $23,760 Social Security bonus most retirees completely overlook › As you grow closer to claiming Social Security, you may wonder when you should ...

北都辦帶領多國駐港總領事等考察北都最新發展 了解本港創科政策

无线新闻 📅 05/25 17:11
北部都會區統籌辦事處帶領多國駐港總領事等,考察北都最新發展。 北都辦在社交網站發文指,北都辦主任蘇惠思上周五率領近70人,包括多國領事、教育及商界代表等,參觀洪水橋/厦村新發展區社區聯絡中心,了解北都的發展及規劃。之後又訪問河套香港園區濕實驗室大樓和人才公寓,了解本港創科政策,最後就到塱原自然生態公園。 蘇惠思指,海外企業可藉北都進入大灣區及其他地方巿場,內地企業亦可透過北都來港並開拓海外業務,鼓...

北都辦帶領多國駐港總領事等考察北都最新發展 了解本港創科政策

无线新闻 📅 05/25 17:11
北部都會區統籌辦事處帶領多國駐港總領事等,考察北都最新發展。 北都辦在社交網站發文指,北都辦主任蘇惠思上周五率領近70人,包括多國領事、教育及商界代表等,參觀洪水橋/厦村新發展區社區聯絡中心,了解北都的發展及規劃。之後又訪問河套香港園區濕實驗室大樓和人才公寓,了解本港創科政策,最後就到塱原自然生態公園。 蘇惠思指,海外企業可藉北都進入大灣區及其他地方巿場,內地企業亦可透過北都來港並開拓海外業務,鼓...

Celestica’s SWOT analysis: stock gains momentum on AI growth

Investing 📅 05/25 17:10

京能电力:公司尚无新投运的大型新能源项目

同花顺 📅 05/25 17:10
京能电力股票交易异常波动的公告,截至2025年末,公司总装机容量2466.7万千瓦,其中:火电装机容量2139万千瓦,集中式风电装机容量242.67万千瓦,集中式光伏装机容量74.05万千瓦,分布式新能源装机容量10.98万千瓦。新能源装机占比13.28%,新能源发电营业收入占公司电力营业收入的3.99%。截至目前,公司尚无新投运的大型新能源项目。

US, Iran Inch Toward a Deal as Some Gaps Remain

Bloomberg 📅 05/25 17:10
Good morning . Markets welcome the news the US and Iran are moving closer to a deal. Uber eyes expansion in Europe. And the latest Star Wars movie topped the box office over the holiday weekend. Listen to the day’s top stories . — Tiago Ramos Alfaro Market Snapshot WTI crude oil futures $91.80 -5.0% S&P 500 Futures 7,559.75 +0.9% Bloomberg Dollar Spot Index 1,199.78 -0.3% Market data as of 05:07 A...

住建部:我国已基本实现垃圾分类全覆盖

同花顺 📅 05/25 17:10
5月25日至31日是第四届全国城市生活垃圾分类宣传周。记者今天从住房城乡建设部获悉,随着我国垃圾分类工作持续推进,截至目前,全国地级及以上城市居民小区垃圾分类基本实现全覆盖。住房城乡建设部最新数据显示,297个地级及以上城市居民小区垃圾分类基本实现全覆盖。截至2025年底,全国焚烧设施达1137座,日处理能力提升至118万吨,北京、浙江、山东等15个省市实现了原生生活垃圾“零填埋”,主要污染物排放...

OHLA shares climb 13.6% on return to profit in first quarter

Investing 📅 05/25 17:10

Natural Grocers By Vitamin Cottage Looks Tasty

Seeking Alpha 📅 05/25 17:10
ablokhin/iStock Editorial via Getty Images One company that I have been aware of for quite some time now but have not really dug into is Natural Grocers by Vitamin Cottage ( NGVC ). The all-natural company seems to be well positioned to capitalize off of continued expansion of the healthy eating trends that we are seeing. Revenue, profits, and cash flows have increased drastically in the last few ...

宏和科技:公司主要产品电子级玻璃纤维布是PCB的基础材料之一

同花顺 📅 05/25 17:10
文章提及标的 宏和科技 -- 玻璃 -- pcb概念 -- 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作,风险自担,同花顺对此不承担任何责任。

ClearBridge Large Cap Growth Portfolios Q1 2026 Commentary

Seeking Alpha 📅 05/25 17:10
ismagilov/iStock via Getty Images Key Takeaways • Markets: Growth stocks sold off sharply in the first quarter as geopolitical conflict in the Middle East, rising bond yields and heightened scrutiny of AI-related returns pressured higher multiple equities. The Russell 1000 Growth Index declined 9.8%, significantly underperforming value. • Contributors: Linde ( LIN ), Eaton ( ETN ), Netflix ( NFLX ...

A Collapsing Europe Shows Where Democrat Policies Will Take America

Zero Hedge 📅 05/25 17:10
A Collapsing Europe Shows Where Democrat Policies Will Take America Authored by Andrew Widburg via AmericanThinker.com, Immediately before WWII, the biggest threat to Europe was Soviet socialism. During WWII, the biggest threat was the open socialism (in the form of fascism) in Germany and Italy. After WWII, during the Cold War, the biggest threat, once again, was Soviet socialism. Nevertheless, t...

《歌手2026》收视创新高,但舞台技术硬伤引发争议

第一财经 📅 05/25 17:09
若将目光从收视数据转向演出细节,这档综艺面临的依然有技术层面的硬伤。 5月22日,《歌手2026》回归。自节目官宣定档后,热度一路飙升,首发结集九位歌手:齐豫、庾澄庆、魏如萱、胡彦斌、张碧晨、Stanaj斯纳吉、尤长靖、周兴哲、窦靖童。 这档生命力长达十年的老牌音综,首期直播收视就创下历史新高:CVB、CSM全国网、欢网、酷云四网同时段省级卫视第一,CSM全国网份额领先第二名19%。 当齐豫登台,...

住房城乡建设部:我国已基本实现垃圾分类全覆盖

格隆汇 📅 05/25 17:09
格隆汇5月25日|据央视,从住房城乡建设部获悉,随着我国垃圾分类工作持续推进,截至目前,全国地级及以上城市居民小区垃圾分类基本实现全覆盖。住房城乡建设部最新数据显示,297个地级及以上城市居民小区垃圾分类基本实现全覆盖。截至2025年底,全国焚烧设施达1137座,日处理能力提升至118万吨,北京、浙江、山东等15个省市实现了原生生活垃圾“零填埋”,主要污染物排放控制居世界领先水平。为做好垃圾分类工...

日本拟编制3万亿日元补充预算,引发财政压力担忧

格隆汇 📅 05/25 17:09
格隆汇5月25日|日本首相高市早苗周一表示,日本政府将编制一份规模约为3万亿日元(约合188.8亿美元)的补充预算。此举引发了外界对财政扩张的担忧,恐进一步加剧该国本已捉襟见肘的财政能力。此次补充预算的编制背景在于,政府决定动用约一半的1万亿日元应急储备金,用于资助旨在抑制公用事业费用的补贴;而在中东危机可能长期化的风险下,此举使得补充储备金的需求愈发迫切。不过,高市早苗表示,为筹措补充预算而可能...

Analysis: Dollar’s Pain Is Yuan’s Gain

财新 📅 05/25 17:09
undefined China’s push to internationalize the yuan is entering a more difficult phase, where expanding the currency’s global use will require more than simply settling trade in yuan. For more than a decade, the yuan’s international use has expanded mainly through cross-border trade settlement. But settlement alone has been seen as insufficient: unless yuan liquidity can circulate more freely thro...

康泰医学:子公司产品获欧盟MDR认证

同花顺 📅 05/25 17:08
文章提及标的 康泰医学 -- 医疗器械 -- 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作,风险自担,同花顺对此不承担任何责任。

债市收盘| 央行单日净投放3500多亿,债市收益率小幅下行

财联社 📅 05/25 17:08
财联社5月25日讯(编辑 杨斌) 今日央行进一步加大投放力度,长端利率小幅下行。 国债期货收盘多数上涨,30年期主力合约涨0.23%报113.220元,10年期主力合约涨0.04%报108.970元,5年期主力合约涨0.02%报106.465元,2年期主力合约持平于102.642元。 银行间主要利率债收益率下行,截至下午16:30,10年期国债活跃券260010收益率下行0.5bp报1.746%,...

Robertson Stephens Wealth Management LLC Increases Holdings in Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 05/25 17:08 AMZN.O
Robertson Stephens Wealth Management LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 21.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 166,935 shares of the e-commerce giant's stock after buying an additional 29,660 shares during the period. Amazon.com comprises 1....

Manhattan West Asset Management LLC Sells 3,410 Shares of Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 05/25 17:08 AMZN.O
Manhattan West Asset Management LLC decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 78,240 shares of the e-commerce giant's stock after selling 3,410 shares during the quarter. Amazon.com makes up about 3.7% of Manhattan West Asset Mana...

Left Brain Wealth Management LLC Has $14.45 Million Position in Meta Platforms, Inc. $META - MarketBeat

Google 📅 05/25 17:08 META.O
Left Brain Wealth Management LLC decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,895 shares of the social networking company's stock after selling 1,770 shares during the period. Meta Platforms accounts for about 5.0% of Left Brain Wealth Management LLC's portfolio,...
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