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LSEG跟“宗” | 目前今年减息3次呼声高 联储最终会属于特朗普的
Refinitiv路孚特· 2025-09-17 06:04
| | | COMEX黄金 | | COMEX白银 | Nymex铂金 | | Nymex把金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (截至9月9日) | 발 | 跟上周比较 | 딸 | 跟上周比较 | 目 | 跟上周比较 | 世 | 跟上周比较 | | 管理资金的净多头量 | 518 | -1.5% | 5,874 | -7.9% | 21 | -26. 0% | -18 | +9. 0% | | 多头量 | 620 | -1.2% | 7, 864 | -4. 8% | રત | -16. 5% | 16 | +18. 6% | | 空头量 | 102 | -0. 1% | 1.991 | +5. 8% | 39 | +2. 9% | 34 | +2. 4% | 李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署,继而反映 现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后 ...
CSE Bulletin: Consolidation - Hertz Energy Inc. (HZ)
Newsfile· 2025-09-16 21:43
Toronto, Ontario--(Newsfile Corp. - Le 16 septembre/September 2025) - Hertz Energy Inc. has announced a consolidation of its issued and outstanding common shares on the basis of one (1) post-consolidated common share for every two point five (2.5) pre-consolidated common shares. As a result, the number of outstanding shares will be reduced to approximately 9,904,671 common shares. The name and symbol will not change. Please note that all open orders will be canceled at the close of business on Septem ...
Advanced Drainage Systems (NYSE:WMS): Not Bad, But Not Great
Seeking Alpha· 2025-09-16 16:20
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of T1 Energy Inc. (NYSE: TE)
Prnewswire· 2025-09-16 13:10
NEW YORK , Sept. 16, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating T1 Energy Inc. (NYSE: TE) on behalf of the company's shareholders. ...
IYE: A 7.3% Energy Sector Shareholder Yield Isn't Enough (Rating Downgrade) (NYSEARCA:IYE)
Seeking Alpha· 2025-09-15 20:31
Energy stocks continue to sag relative to the S&P 500. The sector’s underperformance has been going on for three years now, all while its total shareholder yield remains impressive at 7.3%. But investors in the iShares U.S. Energy ETF (Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a ...
IYE: A 7.3% Energy Sector Shareholder Yield Isn't Enough (Rating Downgrade)
Seeking Alpha· 2025-09-15 20:31
Energy stocks continue to sag relative to the S&P 500. The sector’s underperformance has been going on for three years now, all while its total shareholder yield remains impressive at 7.3%. But investors in the iShares U.S. Energy ETF (Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a ...
Jim Cramer Says Amazon.com, Inc. (AMZN) Was Added To Morgan Stanley’s Vintage List
Insider Monkey· 2025-09-15 14:55
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 ...
Where Will Berkshire Hathaway Stock Be in 1 Year?
The Motley Fool· 2025-09-12 21:11
公司历史与业绩表现 - 伯克希尔哈撒韦自1965年由沃伦·巴菲特接管后从纺织企业转型为大型综合集团 股票累计涨幅达5,520,000% 远超同期标普500指数39,000%的总回报率 [1] - 公司通过收购保险、铁路、能源和消费品等现金流充沛的企业 并建立包含可口可乐、苹果和美国运通等数十只股票的大型投资组合 [2] - 2019至2024年运营利润(剔除股权投资损益)年复合增长率达15% 保险业务贡献约半数运营利润 其年末浮动资金从1,290亿美元增至1,710亿美元 [8][9] 近期股价表现与市场对比 - 过去12个月公司股价仅上涨7% 显著低于标普500指数20%的涨幅 [4] - 当前股价对应去年运营利润的市盈率为22倍 与2019年末23倍估值水平相近 同期股价累计上涨116% [11] 管理层变动影响 - 巴菲特将于年底退休 由伯克希尔能源首席执行官格雷格·阿贝尔接任 该消息引发投资者担忧并压制股价表现 [4][5] - 保险业务主管阿吉特·贾恩2024年减持超半数持股 2025年继续减持 暗示其可能随巴菲特一同离职 [6] - 巴菲特近年减持股票头寸 将现金和国债持有量增至历史新高 并暂停股票回购 反映其对市场高估的判断 [7] 业务结构与抗风险能力 - 保险业务对经济衰退具有较强防御性 有效抵消铁路、能源及零售业务面临的宏观逆风 [9] - 股票投资组合规模达3,020亿美元 约占公司1.05万亿美元市值的29% [5][9] 未来展望与投资策略 - 新管理层预计延续现有业务模式 在股票估值高企阶段保持谨慎投资态度 [7][10] - 短期可能因管理层更迭继续跑输大盘 但长期若保持现有商业模式仍有望重现超额收益 [12]
Thursday Sector Laggards: Energy, Utilities
Nasdaq· 2025-09-11 18:34
能源板块表现 - 能源板块为当日表现最差板块 下跌20% [1][4] - 板块内Diamondback Energy Inc下跌60% ONEOK Inc下跌54% [1] - 能源ETF(XLE)当日下跌17% 年内累计上涨477% [1] - Diamondback Energy Inc年内累计上涨1421% ONEOK Inc年内累计上涨3180% [1] - FANG与OKE合计占XLE持仓权重约64% [1] 公用事业板块表现 - 公用事业板块为当日次差板块 基本持平[2][4] - 板块内Vistra Corp下跌25% Constellation Energy Corp下跌13% [2] - 公用事业ETF(XLU)当日下跌03% 年内累计上涨2876% [2] - Vistra Corp年内累计上涨20310% Constellation Energy Corp年内累计上涨12288% [2] - VST与CEG合计占XLU持仓权重约101% [2] 整体市场表现 - 标普500成分股中七个板块上涨 一个板块下跌 [3] - 材料板块领涨 涨幅22% 工业板块涨14% 服务板块涨13% [4] - 消费品板块涨12% 科技通信板块涨10% 医疗保健板块涨05% 金融板块涨02% [4]
The Big 3: CRWD, PLTR, NEE
Youtube· 2025-09-11 17:00
[Music] Welcome back to Trading 360. I'm Diane King Hall. Time now for the big three.Three stocks, three charts, and three trades. Rick Dukat will take us through the charts. And here to take us through the trades is Jason Brown, founder of the brownreport.com and author of Fiveyear Millionaire. It is great to be with both of you all. All right, Jason.And so before we get into your trades today, I want to get your big picture take on the market momentum that we're seeing because we are seeing record after r ...