“雪王”进军现打鲜啤!新茶饮能否拿下消费者“酒杯”?
搜狐财经· 2025-10-07 07:55
除了要承包消费者的奶茶,新茶饮似乎还想拿下消费者的"酒杯"。 国庆"黄金周"期间,港股蜜雪集团(即蜜雪冰城)发布公告,宣布以2.97亿元的总价,获得鲜啤品牌"鲜啤福鹿家"(下称"福鹿家")背后母公司福鹿家 (郑州)企业管理有限公司的53%股权,交易完成后,福鹿家将成为蜜雪冰城的非全资附属公司,其财务业绩将并入蜜雪集团,这一消息立刻引起行业关 注。 福鹿家鲜啤线下门店。(南都湾财社记者 贝贝 摄) 据了解,不止蜜雪冰城,新茶饮品牌跨界到酒赛道是最近一年行业较为常见的现象,从卖含酒产品到开卖酒的门店,新茶饮品牌跨界卖酒的动作愈发频 繁。不过行业认为,经营酒水与新茶饮存在两种不同的运营逻辑和方式,从现有相近业态的酒水运营模式来看,新茶饮跨界卖酒暂时不算是"能来钱"的生 意。 蜜雪冰城获得鲜啤品牌 "鲜啤福鹿家"共53%的股权 蜜雪冰城要跨界卖啤酒了。近日,蜜雪冰城于港交所发布公告,宣布合计以2.97亿元的价格获得鲜啤品牌"鲜啤福鹿家"共53%的股权。该笔投资及股权转 让完成后,福鹿家的财务业绩将并入蜜雪集团的财务业绩中。 公告显示,此次的交易分为两部分,一是蜜雪集团以向标的公司注资人民币2.856亿元的方式认购标的 ...
Famed Short-Seller Jim Chanos Questions AMD's Revenue Forecast Following OpenAI Deal: 'Shouldn't This Deal Bring In More… For $AMD?' - Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2025-10-07 07:55
Renowned short-seller Jim Chanos has publicly questioned the financial benefits of the landmark partnership between Advanced Micro Devices Inc. (NASDAQ:AMD) and OpenAI, suggesting the deal may not be as lucrative for AMD as it appears.In a series of social media posts, Chanos scrutinized the deal’s structure, where AMD is set to receive “tens of billions of dollars in revenue” while providing OpenAI with equity warrants of a similar potential value.Check out AMD’s stock price here.Is The AMD-OpenAI Trade-Of ...
估值之底何在?大摩警示:通胀骤降才是美股最大威胁
智通财经· 2025-10-07 07:55
在流动性层面,尽管市场对2026年周期性动力持乐观态度,但美联储大概率继续降息,主因在于劳动力 数据滞后效应。最新ADP报告显示,在年初关税扰动后的就业市场持续疲软,适度偏弱的就业数据反而 利于股市——这为美联储延续降息至2026年提供空间。 行业配置方面,威尔逊认为医疗保健板块具备有吸引力的风险回报比。具体来看,制药/生物科技、设 备/服务子板块的盈利修正正在加速,且相对估值处于历史低位。 历史经验表明,生物科技板块在美联储降息周期中表现强劲,常受益于后端收益率下行。近期该板块已 现积极信号:受特朗普政府与辉瑞最惠国待遇/药品定价政策推动,自2022年以来最强劲周表现(涨幅 7%)已现。 摩根士丹利首席美国股票策略师兼首席投资官迈克尔.威尔逊指出,若名义GDP与盈利增长因通胀上升 而加速,股票估值或能获得支撑。他分析称,自4月新经济周期启动以来,市场市盈率的扩张得益于三 大因素:新周期开启、对未来盈利复苏的预期,以及较高通胀环境对股票风险溢价的支撑作用。威尔逊 特别强调,标普500指数与黄金的比率——这一衡量长期实际回报的可靠指标——当前较25年前峰值低 了近70%,直观反映出1999-2000年时的股票价 ...
This Stock Is Up 400% in 2025, and With a Brand New CEO, It Could Keep Climbing
The Motley Fool· 2025-10-07 07:55
Shares of Opendoor Technologies have rocketed higher, thanks, in part, to a new CEO who's making bold promises.Share prices of Opendoor Technologies (OPEN 14.24%) have risen a shocking 400% so far in 2025. Most of that gain has come in just the last couple of months, which has been a time of massive change for the company.One of the biggest changes is a new CEO who has been talking up the opportunity of using artificial intelligence (AI) to improve Opendoor's business.What does Opendoor Technologies do?From ...
A culture of leniency. Exposing wrongdoing or protecting wrongdoers?
Michael West· 2025-10-07 07:53
Corporate regulator ASIC lets crooked bankers walk free, and the notional anti-corruption commission (NACC) ignores Robodebt. Paul Begley on our culture of leniency.During September 2025, officers of the Australian Securities and Investment Commission (ASIC) appeared before the Parliamentary Joint Committee on Corporations and Financial Services. The subject matter primarily focused on a penalty of $240 million imposed on the ANZ Bank for a series of contraventions, including market manipulation and unconsc ...
客流销售双增长!百联奥莱双节引爆国际消费新活力,黄陂加入“全球购物车”
搜狐财经· 2025-10-07 07:52
国庆假期接近尾声,武汉盘龙城百联奥特莱斯广场上依然人流如织。停车场一位难求,名品店内人头攒动,这番热闹景象从国庆假期伊始便持续上演。这里 除了本地消费者、省内外游客外,也不乏国际消费者的身影。 腾讯音乐节 阿迪达斯店铺负责人李特也表示,今年国庆店铺客流和销售双增长,销售额比去年同期增长15%。他称,由于假期人流量大,2000平米的店铺内,正式员工 加兼职人员有近百人,分6个班次服务顾客。国庆期间,店铺还推出"3件4.5折"的全年最低折扣,也进一步拉动了销售。 家住江夏的市民陈女士告诉九派新闻,她和弟弟第一次来就在鞋服区消费了2000多元,还兴致勃勃地参与了抽奖活动。"没想到奥莱品牌这么多,折扣力度 还大,现场还有丰富的互动活动和抽奖,吃喝玩乐还能一站式解决,体验感很好。"她满意地说。 国庆假期百联奥莱节日氛围浓厚 今年国庆中秋双节期间,盘龙城百联奥特莱斯迎来了真正的消费热潮。10月6日下午3时,这里节日氛围依旧浓厚,园区内名品店秋冬上新季大促已拉开帷 幕,5折狂欢购、新品低至4.5折或者1折起,持续点燃消费者的购买热情。 九派新闻在现场看到,各大品牌店铺人气十足,琳琅满目的商品货柜前聚集了众多前来选购的消费者 ...
News Flash: Amazon Is Piling Into Wall Street's Hottest Quantum Computing Stock
The Motley Fool· 2025-10-07 07:51
The new apple of Amazon's eye has seen its shares skyrocket by almost 700% over the trailing year.For most investors, earnings season is the pinnacle of every quarter. Over a six-week period, the stock market's most-influential businesses lift their proverbial hoods and give investors a look at how they've performed over the prior three-month period. It serves as an excellent barometer of Wall Street's health.But earnings reports aren't the only way to judge which stocks and trends are firing on all cylinde ...
S&P 500 Falling From Record High. Futures Slip Following AI Rally.
Barrons· 2025-10-07 08:57
U.S. stock futures were slipping Tuesday, with investors opting to take some profit following seven straight days of gains for the benchmark S&P 500.Futures tracking the Dow Jones Industrial Average fell 100 points, or 0.2%. S&P 500 futures and contracts tied to the tech-heavy Nasdaq 100 were each down 0.1%, after the gauges each notched record closing highs on Monday.The yield on the 10-year Treasury note ticked up 2 basis points to 4.17%. The U.S. dollar climbed 0.2% against a weighted basket of its peers ...
Could a $10,000 Investment in Nike Make You a Millionaire?
The Motley Fool· 2025-10-07 07:49
In the last 30 years, Nike's total return comes up well ahead of the overall market.Because it just gave investors a new quarterly update, Nike (NKE -0.83%) is once again in the spotlight. On a bright note, the company returned to revenue growth. But profits remain under pressure, as the business continues to restructure and implement a turnaround.Nike shares have been wildly disappointing in recent years. But could investing in this consumer discretionary stock make you a millionaire? Nike still dominates ...