艾伯维公司业绩与展望 - 公司第三季度调整后稀释每股收益为1.86美元 并将2025财年全年调整后每股收益展望上调至10.61美元至10.65美元的区间 [1] - 公司第三季度净收入为157亿美元 同比增长9.1% 免疫学和神经科学产品组合的增长抵消了修美乐销售额的显著下降 [3] - 公司股票年初至今上涨29% 表现优于标普500指数17.4%的涨幅 [4] 艾伯维业务板块表现 - 免疫学产品组合季度收入达78亿美元 同比增长约12% 主要由Skyrizi和Rinvoq驱动 Skyrizi收入达47亿美元 增长超47% Rinvoq收入增长超35% 达21.8亿美元 [3] - 神经科学业务收入增长超20% 达28.41亿美元 关键药物Vraylar、保妥适治疗产品、Ubrelvy和Qulipta均实现强劲增长 [2] - 肿瘤学销售额保持稳定 为16.82亿美元 Venclexta和Elahere的增长抵消了Imbruvica的下降 [2] 艾伯维股东回报 - 公司宣布自2026年2月起将季度股息提高5.5% 至每股1.73美元 自2013年成立以来 股息累计增长超330% [1] - 公司已连续54年支付并增加股息 成为“股息之王” 当前股息收益率为3.04% 高于医疗保健行业平均的1.6% [1] 强生公司业绩与展望 - 公司第三季度全球销售额为240亿美元 反映运营增长5.4% 调整后稀释每股收益为2.80美元 同比增长15.7% [11][13] - 管理层重申2025财年调整后每股收益预期中点约为10.85美元 [13] 强生业务板块表现 - 肿瘤学运营销售增长近20% DARZALEX增长近20% 在多发性骨髓瘤所有治疗线中保持超50%的市场份额 CARVYKTI增长超80% 峰值销售潜力有望达50亿美元 [11] - 免疫学业务保持强劲 TREMFYA运营增长达40% 管理层现将其视为潜在超100亿美元资产 神经科学业务中 SPRAVATO销售额激增超60% [12] - 医疗科技业务运营销售额增长5.6% 心血管领域表现尤为强劲 [12] 强生股东回报 - 公司已连续六十多年增加股息 是“股息之王” 其前瞻性股息收益率为2.5% 高于医疗保健行业平均水平 [10]

铂金价格表现与市场动态 - 铂金价格飙升至历史新高 首次突破每盎司2300美元 并连续10个交易日上涨 为2017年以来最长连涨纪录[1] - 铂金价格在2025年迄今已上涨超过150% 创下自1987年有数据记录以来的最大年度涨幅[1] - 在新加坡交易时段 铂金价格一度上涨3.1%至创纪录的每盎司2361.23美元 其姊妹金属钯金也上涨了2.5%[5] 价格上涨的驱动因素 - 供应紧张是核心驱动因素 市场正走向连续第三年出现年度供应短缺 主要原因是主要生产国南非的供应中断[4] - 伦敦市场出现紧缩迹象 银行将金属存放在美国仓库以规避潜在的关税风险 这加剧了市场紧张[1] - 超过60万盎司的铂金存放在美国仓库 这一数量远高于正常水平 交易商正在等待美国232条款调查的结果 该调查可能导致对该金属加征关税或实施贸易限制[3] 需求与投资背景 - 铂金需求受到汽车和珠宝行业的支撑 并且今年也受益于涌入贵金属领域的投资浪潮[2] - 对中国的出口今年表现强劲 广州期货交易所近期开始交易铂金合约 提振了需求乐观情绪 广州的价格已大幅高于其他国际基准价格[3] - 高企的借贷成本对使用铂金生产从化学品、玻璃到实验室设备等一系列产品的制造商构成影响 工业用户通常选择资本密集度较低的租赁方式而非直接购买[4]

Photo by BeInCrypto The Bank of Korea's latest Financial Stability Report reveals a significant behavioral shift among Korean crypto investors—from aggressive accumulation to strategic profit-taking, raising questions about the impact on global market dynamics. This means that, even as Bitcoin surged past $100,000 this year, Korean investors have been cashing out rather than doubling down. Korea's Outsized Trading Activity Shows Signs of Cooling South Korea has long punched above its weight in global c ...

If this pace continues, XRP could process $6-7 billion annually by late 2026. Value investors see this trajectory as justification for re-rating from $2 toward $5 or higher, especially as more corridors come online.Here's the argument: if XRP processed $1.3 billion in just one quarter, that's over $5 billion annually. For comparison, payment processors like PayPal have market caps 10-20x their annual transaction volume. Q2 2025 transactions of $1.3 billion represent 41% year-over-year growth.Investors often ...

silver. Photo by BeInCrypto Silver emerged as one of the strongest-performing major assets in 2025, sharply outperforming both gold and Bitcoin.  The rally was not driven by speculation alone. Instead, it reflected a rare convergence of macroeconomic shifts, industrial demand, and geopolitical pressure that could extend into 2026. Silver’s 2025 Performance in Context By late December 2025, silver traded near $71 per ounce, up more than 120% year-to-date. Gold rose roughly 60% over the same period, whil ...

Warner Bros. Discovery (WBD) confirmed that it has received an amended, unsolicited tender offer from Paramount Skydance (PSKY) to acquire all of the outstanding shares of Warner Bros. Discovery common stock. The Warner Bros. Discovery Board of Directors, consistent with its fiduciary duties and in consultation with its independent financial and legal advisors, will carefully review and consider Paramount Skydance’s offer in accordance with the terms of Warner Bros. Discovery’s agreement with Netflix (NFLX ...

When times get tough, selling sandals that routinely retail for over $100 may become more challenging. That's backed up by data from Insight Trends World, which shows that luxury spending has slowed down. "Luxury consumers, especially those under 35, are becoming more price-sensitive and value-driven, seeking alternatives like resale and smaller luxury items. They are also demanding higher quality, greater ethical practices, and more creative designs from luxury brands, expressing concern over perceived ...

美股市场表现 - 美股期货在周三早盘企稳 此前标普500指数创下最新纪录 为华尔街在圣诞假期前奠定了积极基调[1] - 道琼斯工业平均指数期货 标普500指数期货和以科技股为主的纳斯达克指数期货均徘徊在持平线下方[1] - 市场有望迎来“圣诞老人行情” 标普500指数在连续四天上涨后创下最新纪录高点 突破6900点[2] 贵金属市场动态 - 贵金属价格在周三大幅上涨 黄金因委内瑞拉紧张局势升级和对美联储进一步降息的预期而涨至每盎司4500美元以上的历史新高[2] - 白银和铂金价格也创下纪录[2] 宏观经济数据 - 尽管有新的经济数据出炉 但科技股引领的涨势依然持续 该数据仅抑制了市场对美联储近期降息的押注[3] - 美国第三季度GDP增长初值为4.3% 远高于预期 主要因消费者支出在整个夏季保持坚挺[3] - 经济学家警告这种增长可能不会持续到充满停工因素的第四季度[4] - 更近期的数据显示消费者对美国经济状况持续感到特别悲观 消费者信心已降至自4月特朗普关税实施以来的最低水平[4] 美联储政策预期 - GDP数据导致投资者削减对美联储1月降息的押注 目前仅有略高于13%的人预期这一结果[5] - 然而 大多数交易员仍预计到明年年底前会有两次降息 因为今年定义美联储的内部分歧即使在新主席于年中接替杰罗姆·鲍威尔后也可能持续存在[5] - 特朗普对市场的解读提出异议 表示他期望他提名的新主席即使在华尔街表现良好时也会降息[5] 个股表现 - UiPath Inc 股票在周三开盘前跳涨7% 此前有消息称该软件公司将加入标普道琼斯指数 相关指数将对标普中型股400指数和标普小型股600指数做出调整[6]

US stocks ticked upward in midday trading on Wednesday morning after the benchmark S&P 500 (^GSPC) hit its latest record on Tuesday, setting up Wall Street to ride into the Christmas holiday on a high note. The blue chip-focused Dow Jones Industrial Average (^DJI) led the way up, gaining 0.5% to come within striking distance of a fresh record high. Meanwhile, the S&P 500 (^GSPC) picked up 0.3% and the tech-heavy Nasdaq Composite (^IXIC) gained a bit under 0.2%. Markets close early on Wednesday for Chris ...

US stocks wavered at the start of trading on Wednesday morning after the benchmark S&P 500 (^GSPC) hit its latest record on Tuesday, setting up Wall Street to ride into the Christmas holiday on a high note. The S&P 500 (^GSPC) held flat and the tech-heavy Nasdaq Composite (^IXIC) slipped just under the flatline, even as the blue chip-focused Dow Jones Industrial Average (^DJI) gained roughly 0.1% in the minutes after the opening bell. Meanwhile, precious metals powered ahead on Wednesday, with gold (GC= ...