Individual investors are buying stocks like never before and leaving the broader market in the dust. But at the same time, a surge in trading volume is raising fears that retail’s favorite positions are getting dangerously crowded. Most Read from Bloomberg Citigroup Inc.’s basket of 46 stocks most favored by non-professional investors, which includes companies like SoFi Technologies Inc. and Riot Platforms Inc., is up 30% since the start of September, beating the S&P 500 Index’s 4.3% gain. Meanwhile, ret ...

文章核心观点 - 白银、铂金和钯金作为另类资产，正迅速成为受欢迎的投资组合多元化工具，其价格驱动因素和风险特征与黄金不同 [1] - 投资这些金属需遵循三个步骤：了解其风险与驱动因素、理解所有权形式、明确投资目标与配置 [1] - 专家建议将白银、铂金、钯金三者作为一个“非相关性组合”，在投资组合中配置3%至5%，主要用于对冲通胀 [13] 金属特性与用途 - 白银兼具投资和工业用途，工业上用于制造电子产品、汽车零部件、医疗设备和太阳能电池板 [3] - 铂金比金银更稀有，广泛用于珠宝制造，并且是生产减少汽油排放的催化转换器的关键材料 [4] - 钯金属于铂族金属，比铂金更稀有，耐高温性更好，同样用于珠宝和工业应用，常与铂金一同用于汽车催化转换器 [5] 投资风险 - 白银价格波动性高于黄金，流动性低于黄金，意味着更难以现金形式出售 [6] - 铂金价格波动性高于白银或黄金，其工业需求波动大且供应地理来源有限（主要来自南非），导致价格不可预测性高，流动性也相对较低 [6] - 钯金价值高度依赖汽车需求并对地缘政治风险敏感，与铂金相比流动性更低，交易量更小 [5] 增长驱动因素 - 白银价值随工业需求增长、供应限制和经济不确定性上升而上涨 [6] - 铂金价值受工业需求和排放法规影响 [6] - 钯金价值的关键驱动因素包括汽车需求、电子产品制造活动、清洁能源创新和珠宝需求 [10] 投资目的 - 白银提供通胀保护和工业风险敞口 [6] - 铂金可以作为一种稳定性的投资，基于其长期供应前景和在能源转型中的作用，被视为有前景的“低调”资产 [6] - 钯金因其低流动性和极高的价格波动性，被描述为一种短期投资选择 [10] 所有权形式 - 投资方式分为数字形式和实物形式 [7] - 数字选项包括一篮子基金、单金属ETF、期货合约和矿业股票 [11] - 实物选项包括珠宝或金条形式的条块和硬币，购买实物金属需安排存储、安保和可能的保险 [8] 投资目标与配置 - 两个常见的投资目标是多元化和短期收益 [8] - 长期投资者通常通过贵金属实现多元化和通胀对冲，这些金属与股票债券等其他资产类别相关性低，可在股市下跌时增值，有助于限制整体投资组合波动 [9] - 短期交易是高风险策略，适合有经验、资金充足且能承受大幅价格波动的投资者，白银是三者中风险最低的，而钯金投资风险最高 [14] - 短期策略的配置比例应较低，即投入可承受损失的金额 [14]

融资活动 - 公司将之前宣布的麦格理私人债务融资转换为一笔高达3亿美元的特定项目贷款 用于资助Panther Creek园区的第一阶段建设 [1] - 公司立即额外提取了5000万美元资金 以加速设备订购并启动土木工程和变电站建设 [1] - 原始融资安排通过麦格理的商品和全球市场部门进行 现在该融资将专门用于Panther Creek园区 使公司能够获得全部3亿美元的承诺资金 [2] - 在交易完成时已提取1亿美元 比之前的提取额多出5000万美元 [2] 项目进展与规划 - 公司计划在2026年底前为第一阶段供电 并预计在2025年第四季度破土动工 [2] - 转换为项目级结构加速了公司的建设时间表 并提供了更大的灵活性 [3] 市场反应与战略定位 - 公司股价在美国早盘交易时段飙升13% 在发布时较昨日收盘价上涨13.4% [1][3] - 此举使公司能够利用宾夕法尼亚州对高性能计算和人工智能基础设施的巨大需求 [3]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthtech provider Orion announced a refresh of its brand this week, amongst a trio of milestones and developments that included surpassing $5 trillion in platform assets, attributed to both the organic and inorganic growth of its advisors, and changes to its investing and portfolio management tech stack. The most obvious update is the addition of a star to the upper right of its logo, a visual ...

MILAN — Italy-based Brandart is in the midst of a transformation. The Lombardy-based firm, known around the fashion world as a leader in premium packaging, now aims to become a global one-stop platform that integrates creativity and innovation into visual merchandising and elaborate retail event displays around the world. On Friday, its chief executive officer Massimo Paloni told WWD that Brandart has acquired Terotecna, an Apulia-based lighting scenography firm known for infusing its expertise into fashio ...

European distiller Stock Spirits Group has named Nomad Foods' Steven Libermann as its new CEO. Libermann will take the helm in December, succeeding CEO Jean-Christophe Coutures, who is stepping down after three years in the top job for “family reasons”, the Clan Campbell whisky owner said in a statement today (10 October). Since joining Nomad Foods in 2015 after the frozen-foods group's acquisition of assets from Findus, Libermann has held senior roles including head of global sales and group executive p ...

As millions of Americans face uncertainty during the latest government shutdown, personal finance expert Suze Orman is offering a clear message: Don't panic — plan. On her "Women & Money" podcast, Orman urged federal workers, contractors, and families affected by the shutdown to take control of their finances rather than freeze in fear. "Fear makes you hide," she said. "But courage makes you act." Step 1: Identify What's Essential Orman's first piece of advice is simple but critical: get honest about yo ...

Geopolitical conflict is the theme that will impact businesses the most in the next 12 months, a GlobalData poll has found. Meanwhile, Aon’s 2025 Global Risk Management Survey revealed that, for the first time in the survey’s 19-year history, geopolitical volatility entered the top ten global risks. According to GlobalData’s second-quarter 2025 ESG Sentiment Poll, geopolitical conflict is viewed as the theme most likely to impact businesses over the next 12 months, with 40.0% of respondents selecting it a ...

公司战略与股东压力 - 公司CEO表示正以紧迫感推进投资组合重塑和成本削减工作 [1][3] - 激进投资者Elliott Investment Management持有公司40亿美元股份并呼吁审查北美业务以提升业绩 [1][2] - 公司管理层与激进投资者的讨论被描述为非常具有建设性和协作性 [3] - 双方均同意公司目前被低估并通过紧急干预可改善估值 [4] 产品组合创新与品牌重塑 - 公司正在美国及国际市场重新推出乐事、Tostidos和佳得乐品牌 [5] - 乐事品牌进行全球形象更新 佳得乐推出比原产品含糖量低75%的新配方 [5] - 计划在今年年底前从Tostidos和乐事产品中去除人工食用色素和香精 [6] - 为多力多滋和奇多推出不含人工色素和香精的NKD产品线 [6] 健康趋势与细分市场创新 - 公司将 permissible snacks 和蛋白质领域创新作为增长重点 [6][7] - 重新推出Muscle Milk即饮蛋白奶昔 并推出针对GLP-1消费者的Propel产品 [7] - 新型Propel产品含有特殊电解质、高纤维含量和优质蛋白质 [7]

Wall Street has a new national pastime: seeing how many innings the AI boom can have. Cantor Fitzgerald just raised its price target on Nvidia to $300 (from $240), calling the company only “midgame” in the global race to build AI infrastructure, according to sites that saw the note. This is the most bullish call yet on a stock that’s already rewritten the record books — and a reminder that even trillion-dollar valuations haven’t satisfied investors’ appetite for GPUs. The firm’s analysts reportedly expec ...