特朗普关税

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Why Canadian Natural Resources Limited (CNQ) Belongs in a Passive Income Portfolio
Insider Monkey· 2025-09-28 00:59
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Norden Group Strengthens Position in JD.com, Inc. (JD)
Insider Monkey· 2025-09-27 00:58
人工智能能源需求 - 人工智能是史上电力需求最高的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能查询 模型更新和机器人突破消耗大量能源 正在将全球电网推向崩溃边缘 [1][2] - OpenAI创始人和Elon Musk均警告人工智能面临电力短缺危机 需要能源突破 [2] 能源基础设施机会 - 一家不知名公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 公司定位为人工智能能源繁荣的"收费亭"运营商 从每度出口电力中收取费用 [4] - 公司在美国液化天然气出口中扮演关键角色 该行业将在"美国优先"政策下爆发式增长 [7] 公司业务优势 - 公司拥有下一代核电基础设施资产 位于美国新一代电力战略核心位置 [7] - 公司是全球少数能执行大型复杂EPC项目的企业 覆盖油气 可再生燃料和工业基础设施 [7] - 公司完全无负债 持有相当于市值三分之一的现金储备 [8] - 公司持有另一家人工智能热门公司的重大股权 为投资者提供多重AI增长 exposure [9] 投资价值主张 - 公司剔除现金和投资后交易市盈率低于7倍 [10] - 公司受益于四大趋势:AI基础设施超级周期 特朗普关税推动的回流潮 美国LNG出口激增 以及核电独特布局 [14] - 部分对冲基金开始在闭门投资会议上推荐该股票 [9] - 研究报告预测该股票12-24个月内可能有超过100%的上涨潜力 [15][19]
Goldman Sachs Now Owns 0.71% of VAALCO Energy, Inc. (EGY)
Insider Monkey· 2025-09-27 00:56
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
How Realty Income Corporation (O) Ensures Reliable Payouts Among the Safest Monthly Dividend Stocks
Insider Monkey· 2025-09-25 03:21
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
GXO Logistics, Inc. (GXO) Announces a Series of Sustainability Achievements
Insider Monkey· 2025-09-25 01:06
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Trane Technologies plc (TT) Launches AI Control and ARIA Solutions, Aims to Optimize Commercial Building Energy Management
Insider Monkey· 2025-09-25 01:05
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Wall Street Has a Mixed Opinion About Copart, Inc (CPRT), Here’s Why
Insider Monkey· 2025-09-24 06:12
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Intercontinental Exchange, Inc. (ICE) Open Interest on the Rise
Insider Monkey· 2025-09-24 05:17
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
经合组织上调25年中国经济增长率预期至4.9%
36氪· 2025-09-24 04:09
按各国和地区来观察 2025年的增长率预测,美国为1.8%,上调0.2个百分点。与2024年的2.8%相比有所 下降。高关税和移民减少抵消了旺盛的高科技投资的效果。失业率上升等经济放缓迹象已经显现。 经合组织对2025年世界经济增长率的预测为3.2%。较上次6月的预测上调0.3个百分点。美国 的AI相关投资和中国的财政刺激将做出贡献。按各国和地区来看,美国为1.8%,上调0.2个 百分点。但与2024年的2.8%相比有所下降…… 经济合作与发展组织(OECD,以下简称:经合组织)9月23日发布预测称,2025年世界增长率将达到 3.2%。较上次6月的预测上调0.3个百分点。美国的人工智能(AI)相关投资和中国的财政刺激将做出贡 献。针对美国的关税措施,经合组织提出看法称,关税启动之前生产和贸易方面存在抢搭末班车需求, 这一负面影响尚未完全显现。 从前景来看,特朗普关税作为一大风险因素将继续存在。截至8月底,美国的有效关税税率达到 19.5%,创出1933年以来的最高水平。政策的不确定性也很高,将成为削弱投资和贸易的因素。经合组 织预测,全球经济增长率2024年为3.3%,但2025年将放缓至3.2%,2026 ...
Starbucks Corporation (SBUX) Dividend Growth Story and its Place in the Best S&P 500 Dividend Stocks
Insider Monkey· 2025-09-24 03:14
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...