Sun Communities, Inc. (NYSE:SUI) is one of the Best Housing Stocks to Buy According to Hedge Funds. On September 4, Morgan Stanley analyst Adam Kramer lifted the price target on the company’s stock to $139 from $135, while keeping an “Equal Weight” rating, as reported by The Fly. As per the analyst, it was a mixed Q2 2025 earnings season for manufactured housing REITs. The analyst tweaked estimates and adjusted targets following the conversations with each company as well as private operator checks. Sun Co ...

Invitation Homes Inc. (NYSE:INVH) is one of the Best Housing Stocks to Buy According to Hedge Funds. On August 28, Scotiabank reduced the price target on the company’s stock to $36 from $38, while keeping a “Sector Perform” rating, as reported by The Fly. The firm has been updating its price targets on stocks in the broader US Real Estate & REITs sector under its coverage after the Q2 2025 results. Elsewhere, Invitation Homes Inc. (NYSE:INVH)’s Q2 2025 performance demonstrates the continued strength and re ...

We came across a bullish thesis on nCino, Inc.  on Random walk’s Substack by Moses Sternstein. In this article, we will summarize the bulls’ thesis on NCNO. nCino, Inc. 's share was trading at $30.40 as of September 9th. NCNO’s forward P/E was 37.88 according to Yahoo Finance. Stifel Maintains Tenable Holding Inc. (TENB) ‘Hold’ Rating amid Margin Growth nCino (NCNO) is a cloud banking platform that provides workflow solutions for smaller banks, covering areas like account management and mortgage onboardi ...

Wall Street fund managers are piling back into equities, even as the economic backdrop turns shakier. Bank of America's latest Global Fund Manager Survey, released Tuesday, showed global equity allocations for September rose to a seven-month high while average cash balances held steady at just 3.9% for the third straight month — a level that often signals caution as investors run short on dry powder. Still, BofA strategist Michael Hartnett noted sentiment hasn't tipped into full-blown euphoria. That woul ...

Oracle Corporation (NYSE: ORCL ) is up a staggering 81% year to date. For most, this kind of run screams overextension, the type of move that often precedes a correction. I don’t think that’s the case here.I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my ...

Shoals Technologies Group, Inc. (NASDAQ:SHLS) is among the most undervalued solar stocks to buy now. Jefferies has reiterated its ‘Buy’ rating on Shoals Technologies Group, Inc. (NASDAQ:SHLS), while raising the price target to $9.00 from $6.00, reflecting a surge of nearly 30.63% from the current price. This confidence in the company’s operations is fueled by the growing popularity of the battery energy storage systems (BESS) business, enhanced performance from its core OEM segment, and expansion into Aus ...

LexinFintech Holdings Ltd. (NASDAQ:LX) is among the best stocks with the highest upside potential. According to the recent disclosure with the Securities and Exchange Commission, Nomura Holdings Inc. has increased its position in LexinFintech Holdings Ltd. (NASDAQ:LX) by a whopping 437.7% during the first quarter. Following the addition of 414,749 shares, the firm now owns 509,512 shares of the company’s stock, valued at $5,141,000. With the rise in BNPL services, the outlook looks overwhelmingly positive ...

日本股市表现 - MSCI日本指数年初至今跑赢标普500指数850个基点 日经225指数和TOPIX指数接近历史高点[1] - 日本股市可能提供更多上涨机会 Neuberger Berman日本股票ETF(NBJP)等基金有望受益[1] 企业盈利前景 - 日本企业盈利预期改善 一季度业绩表现强劲后盈利修正呈现积极趋势[2] - 当前和下一财年TOPIX每股盈利预测已触底 下一财年盈利复苏预期显著高于本财年[3] - 日本财年下半年开始可能带来更多指引上调 中期业绩公布后将进一步改善本财年EPS预测[4] 行业配置特征 - NBJP配置近22%权重于周期性消费股 可能从日本通胀上升和工资增长中受益[5] - 基金配置约9%于科技板块 通胀相关行业和人工智能板块可能推动日本指数进一步上涨[6] 投资时机判断 - 美银认为日本股市有望延续涨势至年底 建议投资者不要延迟布局[3] - 主动管理的NBJP是美国上市日本ETF市场最新产品之一 刚完成上市一周年[1]

公司合作与产品创新 - Flex Power Modules与Renesas合作开发新一代板载电源管理解决方案 支持CPU、GPU、FPGA、ASIC及AI加速卡[1][2] - 合作整合Renesas智能电源级与Flex先进设计能力 显著提升设计周期速度、节省PCB空间并降低成本[3] - 双方将共同开发高密度电源模块 集成Renesas智能电源级与Flex高效DC/DC转换器 支持2相至32相配置[5] 技术优势与产品特性 - 新垂直电源传输(VPD)产品提升数据中心处理器效率、瞬态响应及热性能 满足AI高功率需求[3] - 合作扩展Flex垂直电源传输产品组合 Renesas将新增双方联合开发的两相电源塔产品[3] - 解决方案结合双方技术优势 通过Renesas渠道实现规模化交付[4] 市场定位与业务覆盖 - Flex Power Modules为数据中心、通信、工业及交通市场提供可扩展DC/DC电源转换器解决方案[7] - Flex提供先进制造能力、创新电源与冷却产品及端到端生命周期服务 解决AI时代数据中心功率与散热挑战[5] - 公司业务覆盖全球30个国家 为多元化行业提供技术创新、供应链及制造解决方案[6]

固定收益投资策略 - 证券化市场板块持续交易价格偏低 预期久期将延长 因处于宽松周期起点[2] - 优先配置长久期品种 按久期从高到低排序为抵押贷款支持证券(MBS) ETF 资产支持证券(ABS) 其中JABS ETF提供更广泛证券化资产池和略低评级以获取更高收益[4][5] - 全球配置可通过VNLA ETF实现 该ETF提供国际敞口[5] - 经济放缓背景下投资者同时关注高质量资产 证券化领域能提供高质量和良好利差 例如JAA ETF规模超250亿美元 提供AAA级CLO敞口 安全性高且利率下降时利差表现优异[6] 证券化产品特性 - CLO在整个金融危机期间未发生违约 若选择正确评级则比公司债更安全 且当前评级体系显著改善 AAA评级可信度较高[8] - 私人信贷领域存在更安全选择 特别是具有资产抵押的定向贷款 但需确保抵押贷款实际偿付能力[8][9] - 证券化产品收益率中至高个位数 例如BBB投资级品种收益率约7%[10][12] 股票投资机会 - 存在大量投资机会 尽管部分公司估值已被推至极高水平[13] - Oracle作为大市值股票单周上涨约40% 显示市场存在机会[14] - 投资者关注地缘政治变化下的创新领域 重点布局医疗保健和技术行业 特别是"铲子型"公司而非高飞股票[15][16] - 人口结构和生活方式变化及AI主题受关注 医疗保健和技术行业具吸引力 同时中小盘股整体被大幅低估 虽需选择性配置但具备巨大增长潜力[17] 资产配置观点 - 7%收益率对部分投资者具吸引力 尤其认为市场过高或特定年龄层投资者 虽需承担略高风险但可通过高质量配置实现[12] - 利率下降环境中利差变得更重要 因基础收益率下降使利差贡献度提升[12]